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We foster meaningful peer connections that empower you to gain knowledge, problem-solve and expand your perspectives by collaborating with other regional credit union professionals.

The Exchange

The Exchange online community is powered by your peers and delivers valuable support and information along with access to an expanded team of colleagues.

For assistance in creating an account, please contact:
Karen Stansbury, Administrative Assistant

Visit The Exchange


Chapters provide opportunities to meet, learn, build relationships and collaborate with colleagues from across the region.

Jordan Burroughs, VP of Member Engagement

View Chapters

Role-Based Roundtables

Role-based Roundtables are where deep-dive discussions on emerging trends and timely topics take place. The following Roundtables regularly meet in-person and virtually:

  • BSA Officers
  • Collections
  • Compliance
  • Fraud
  • Human Resources
  • Lending
  • Risk Management

Andre Lucas, Director of Compliance

Finance & Accounting Roundtable

Earn Continuing Professional Education (CPE) credits at the quarterly Finance & Accounting Roundtables. The half-day sessions are designed for, but not limited to, credit union finance and accounting professionals, including CFOs, CEOs, controllers, accountants and finance specialist staff. Along with tackling hot topics and offering actionable information, the Finance & Accounting Roundtables provide outstanding networking opportunities.

Chrystal Hunter, Manager of Training & Events

Financial Counselors Roundtable

This roundtable brings together Certified Credit Union Financial Counselors (CCUFCs), managers, outreach coordinators, community development representatives, and other credit union professionals focused on financial wellness in our communities. It is an opportunity to engage, share best practices and resources, and find ways to continue to push financial education and wellness to the forefront.

Chrystal Hunter, Manager of Training & Events

Business Development Roundtable

Business development professionals are tasked with finding new and unique ways to engage existing and potential members. The Business Development Roundtable provides a forum for these professionals to share ideas and best practices, discuss emerging trends, and learn from industry leaders.

Jordan Burroughs, VP of Membership Engagement

Small Asset Credit Union Roundtable

Small credit unions have their own set of priorities, challenges and needs. The Small Asset Credit Union Roundtable provides insights on topics relevant to credit unions with assets of $75 million or less. The roundtable is hosted quarterly with opportunities to hear from knowledgeable speakers and collaborate with credit union colleagues.

Jordan Burroughs, VP of Membership Engagement

Directors Forum

Board and supervisory committee members are responsible for guiding their credit union’s strategic direction and ensuring the safety and soundness of members’ assets. Directors Forums are hosted three times a year to bring board and supervisory committee members together to discuss relevant issues and exchange ideas.

Cynthia Hereth, Executive Assistant to the President/CEO

Roundtable Events


Directors Forum Events

No Directors Forum Events found. Please check back later.

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