Credit
Union ROUNDTABLE Resources
Our area has several active Roundtable Groups that provide essential
services and promote professional growth and development. Please
direct your email or phone calls to the contacts shown below at the
respective Roundtable listing.
Resource Information for Area ROUNDTABLES
Baltimore Area
Marketing Roundtable
Capital Area Collection Managers Roundtable
Chesapeake Chapter of Credit Union Internal Auditors
Compliance Roundtable
Fraud & Security
Roundtable
Lending Roundtable
Mid-Atlantic
Financial Educators Roundtable
Trainers Roundtable
Baltimore Area
Marketing Roundtable
The group meets
quarterly at a different location to share ideas and credit union
marketing experiences. The group is open to any credit union
Marketing, Business Development or other management personnel in our
area.
Contacts:
Lynn
Gregory, Johns Hopkins FCU – 410-955-4500 x258 Mike Dilworth,
Freedom FCU – 410-420-3104 Ellie Meyd, Atlantic Financial FCU –
410-584-7474 x226 Stuart Clode, Aberdeen Proving Ground FCU –
410-893-7314
Chesapeake Chapter of Credit Union Internal Auditors
This is a
specialized group of internal auditors that meet the third Friday of
the third month of each quarter (March, June, Sept. & Dec.). Some,
but not all are also members of
ACUIA. Each meeting is organized by the host credit union which
rotates through the group. Membership includes approximately
25 – 30 credit unions from the DC & Baltimore area.
Susan
Baugh
Justice
FCU
5175
Parkstone Dr., Ste 200
Chantilly, VA 20151
Phone:
703-480-5300, Ext. 3185
Fax:
703-480-5400
Email:
baughs@jfcu.org
The Collection Roundtable, Inc.
(formerly known as:
Capital Area Collection Managers Roundtable)
The Mission of the Collection Roundtable,
Inc., is to "Promote effective and sound
collection methods throughout the financial industry by serving as a
resource of collection knowledge, experience, and skills. We will
promote our principles through education and assistance to any group
or individual desiring to increase responsible credit and collection
practices."
The
group was formed at the direction of the
Baltimore/Washington/Northern Virginia area credit union CEOs,
coming from a discussion during an informal credit union meeting
held in January of 1990. Known initially as the Capital Area
Collection managers Roundtable, the group was Incorporated in the
fall of 2006, and became known as The Collection Roundtable, Inc.
If you are interested in participating in this
progressive and informative group please contact:
Capital Area Collection Managers Roundtable
P. O. Box 1104
Locust Grove, VA 22508
For further information, please visit
http://www.cacmrg.org
Fraud & Security
Roundtable
Fraud & Security Roundtable members meet
quarterly to share loss prevention techniques and network with other
security officers on current trends. Roundtable meetings also
feature presentations from area specialists.
Chair - Robert Hyde, NASA FCU
301-249-1800
Vice Chair - Berry Grant, MECU 410-223-4074
Secretary - Melissa Surdel, First Financial FCU 410-321-6060, ext.
105
For further information contact Fraud &
Security Roundtable Chairperson Robert Hyde,
NASA FCU 301-249-1800 or Andre Lucas at
1-443-325-0777
Compliance Roundtable
Compliance
Roundtable members meet quarterly to network and discuss various
issues affecting credit unions in the area of compliance. Meeting
attendees are provided with current Regulatory changes and updates.
Roundtable meetings also feature presentations from area specialists.
Visit our website at
www.cacroundtable.com
For further
information please contact one of the following:
Chairperson –
Shawn Michael
smichael@nihfcu.org
Vice Chairperson –
John Harwell
jharwell@applefcu.org
Secretary -
Kim DeDapper
kdedapper@nwfcu.org
Lending
Roundtable
Lending Roundtable members general meet quarterly, on
the third Thursday of the month. This group engages in
discussion topics covering loan underwriting guidelines and general
operating procedures. These sessions provided attendees with
additional resources and informative information.
Chairperson - Mary Burrs, BCEFCU, E-mail:
maryburrs@bcefcu.com
Vice Chairperson - Ellie Meyd, Atlantic Financial FCU
Secretary - Robyn Mannone, APG FCU
For further information contact Lending Roundtable Chairperson
Mary Burrs or Andre Lucas
at 443-325-0777
Lending Roundtable Mission
Statement:
"The mission of the lending roundtable is to share
our knowledge, experiences, and ideas that can be applied in our
industry to improve our efficiencies and ability to provide quality
service to our members."
Mid-Atlantic
Financial Educators Roundtable
PURPOSE /
MISSION STATEMENT
To
facilitate continuing education and the exchange of ideas among
financial counselors and educators working for or with
non-profit organizations within the Mid-Atlantic Region.
For further information, please
visit our website @http://www.mafeducators.org/aboutus.html
REGULAR
MEMBERSHIP
Any Credit Union, EAP, Cooperative Extension, Government Agency,
or licensed non-profit agency providing, or wishing to provide,
financial counseling or financial education services is eligible
to send representative(s) to and participate in the meetings of
this roundtable.
Attention: Charles Peace
931 N. Calvert Street City
Baltimore, Maryland, 21202
Our mission is to provide continuing
education to our members and a forum for networking and information
sharing with our peers
Trainers’ Roundtable
The Trainers’
Roundtable is a group of trainers from Virginia, Washington, DC, and
Maryland. The Roundtable meets every other month at a different
credit union on a schedule that varies according to the sponsoring
credit union’s training schedule that month.
Roundtable members discuss items of
interest to trainers including course content, types of courses,
orientation options, speakers for Columbus Day or other training
days, recommendations for the best online training program, and any
other topic that is of interest to the group at the moment. Agenda
items are often suggested by the group prior to the meeting.
For Trainers interested in
participating in this group, please contact Kerry Plancon at Ft.
Belvoir FCU at 703 730-1800 x 5178, or Dana Washington at 301
933-9100 x 213 at Signal Financial FCU.
Helpful
Publications
Credit
Union Newswatch (CUNA password required)
NCUA
Monthly Newsletter
Policy/Disclaimer:
©2005 Maryland and District of Columbia Credit Union Association.
All Rights Reserved.
Maryland
and District of Columbia Credit Union Association
8975 Guilford Road, Suite 190 • Columbia, MD 21046
phone: (800) 492-4206 • fax: (410) 290-7832
 
  
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