RKL Credit Union Seminar | RKL LLP

2017 Credit Union Seminar

Get the latest insights on challenges and opportunities facing today's credit unions.

Tuesday, November 14, 2017
7:45 a.m. - 3:30 p.m.

Rivercrest Golf Club & Preserve
100 Golf Club Drive, Phoenixville, PA 19460

As a leading financially oriented service provider to credit unions throughout the Mid-Atlantic region, RKL hosts our annual Credit Union Seminar to share valuable insights focused on the challenges and opportunities currently facing America’s credit unions. Join us to learn from our featured experts, and network with fellow industry professionals at this exciting one-day seminar.

Only $150! Discounts are available for multiple registrants from the same credit union; for every three paid attendees, get one admission free!

Registration is now closed for this event.


Questions? Contact Lindsey Howe.


7:45 – 8:45 a.m. – Registration and Continental Breakfast

8:50 – 9:50 a.m – Economic Outlook and Credit Unions
Bill Hampel, Former Chief Economist and Chief Policy Officer, CUNA

This session will cover the outlook for the U.S. economy through 2018. Bill will discuss prospects for employment, GDP growth, inflation and the timing of possible interest rate increases. He will also discuss the impact of the economy on credit union operations, including such topics as savings and loan growth, earnings, capital, credit quality and earnings.

Bill Hampel is the former Chief Economist and Chief Policy Officer of the Credit Union National Association (CUNA). He joined the association in 1978 as an economist. After several promotions throughout the years, he transferred from CUNA’s Madison office in 1997, and since then has been a senior member of CUNA’s advocacy team. Bill is an expert on the economy and credit union issues, and is regularly interviewed by the media for stories appearing on major national television, radio and print outlets. He has also testified before Congress about a number of key credit union issues. Hampel is a member of the American Economic Association and the National Association for Business Economists and holds a doctorate in economics from Iowa State University.

9:50 – 10:50 a.m. – Risk Management in Today’s Regulatory Environment
Barry Pelagatti, Partner and Leader, RKL Financial Services Industry Group

The list of regulations impacting credit unions is long, complex and ever-changing. Managing and assuaging risk may seem like an insurmountable challenge, but it also creates opportunities to define competitive advantages for your credit union. Attendees of this session will be given an overview of current risks facing the industry and will take away strategies to mitigate these risks in their own organization.

Barry is the Leader of the RKL’s Financial Services Industry Group. In his role, Barry is responsible for leadership, growth, innovation and service management for RKL’s services to financial institutions and credit unions. Barry joined the firm in 2017 and has more than 20 years of experience in public accounting, most recently with a “Top 10” firm, as well as experience with an international firm. Throughout his years of experience serving the industry, his responsibilities have ranged from financial statement review to consultation on complex accounting and reporting matters including mergers and acquisitions, capital market transactions and reporting requirements. Barry holds a B.S. in accounting from St. Joseph’s University.

10:50 – 11:10 a.m. – Break

11:10 a.m. – 12:00 p.m. – Woodrow Wilson and the Great War
As portrayed by Neill Hartley

This captivating performance is set in the turbulent days leading up to World War I. Woodrow Wilson, a former college professor, somehow defied the odds and become President of the United States. His early success in office was soon overshadowed as Europe exploded into the most brutal war mankind had ever fought. The world filled with international intrigue, deadly U-Boat attacks and secret diplomatic communiqués that would slowly draw America into war.

Neill Hartley is professional actor, director, spokesperson and teacher who has performed with many local and regional theaters and is on the theater faculty of the University of the Arts in Philadelphia, PA. His first-person portrayals include: Franklin Delano Roosevelt, Charles Lindbergh, P.T. Barnum, Joshua Lionel Cowen (Lionel Trains), Sherlock Holmes and Ichabod Crane.

12:00 – 1:00 p.m. – Lunch

1:00 – 2:15 p.m. – The Future of Bottom Lined (And Why What You’ve Heard Is Wrong)
Lee Wetherington, Director of Strategic Insight, Jack Henry & Associates®

Fintechs are disrupting credit unions! Branches are going away! Gen Y hates financial institutions more than dentists! Wrong. Wrong. Wrong. The hype cycles distorting developments in technology and shifts in demographics can lead a credit union astray strategically. Falling victim to hyperbole that hardens into “conventional wisdom” can do real damage to financial institutions navigating the future of financial services. Join Lee Wetherington for the bottom line on fintechs, Gen Y and branch transformation. Attendees of this session will learn about the real challenges and opportunities ahead and how to plan for the effects on their credit union.

Lee Wetherington is Director of Strategic Insight for Jack Henry & Associates® (JKHY: NASDAQ). Lee directs the development of actionable insight and strategy for the financial services industry at large. To this end, he creates programs, presentations and articles designed to orient and educate financial executives on the trends and implications of new technologies. He routinely delivers keynotes nationwide focusing upon opportunities and challenges in fintech, payments and digital banking. He has delivered over 500 keynotes for state, national and international trade groups, including the Credit Union National Association (CUNA), Credit Union Executive Society (CUES), National Association of Federal Credit Unions (NAFCU), World Council of Credit Unions (WOCCU), American Institute of CPAs (AICPA) and the Symitar Executive Forum (SEF). He also serves as Technology Faculty Chair for the Southwest CUNA Management School. Lee received bachelor degrees in Economics and English from Duke University in 1990, and, in 1993, he completed graduate studies at Emory University before joining a payments startup born out of the backroom of a community financial institution in South Georgia.

2:15 – 3:15 p.m. – Loan Participations: Understanding & Succeeding in the Marketplace
Ian Lampl, Co-Founder & CEO, LoanStreet Inc. 

Ian Lampl will walk you through the entire loan participation process — from reading an initial deal sheet, to conducting due diligence, to understanding your monthly reporting. By the end of the presentation, you will have a full understanding of how to purchase and manage your participations.

Ian Lampl is the Co-Founder & CEO of LoanStreet Inc. Prior to starting LoanStreet, he served as Deputy Chief Counsel for the United States Department of the Treasury’s Office of Financial Stability, which implemented the Troubled Asset Relief Program (TARP). While at Treasury, Ian developed and managed a number of the federal programs to stem the financial crisis, including the Community Development Capital Initiative (CDCI) for communities underserved by traditional banks and financial services providers. He is a recipient of the Treasury Secretary’s Honor Award for exemplary public service. Before joining Treasury, Ian was an attorney focusing on commercial lending and securities offerings. He graduated with honors from the University of Chicago Law School where he was a published member of the University of Chicago Law Review and graduated with honors from Princeton University with a B.S.E. in Electrical Engineering. Ian has been hosted by the National Credit Union Association (NCUA) on multiple webinars regarding loan participations.

3:15 p.m. – Closing Remarks

Register Today! 

Printable registration form: Click here for the printable registration form. Submit form with payment to RKL LLP • 1330 Broadcasting Road • P.O. Box 7008 • Wyomissing, PA 19610.

Register online: Submit attendee names online by clicking here. Payment for registration can be sent to the address above.

CPE Information

CPE: Earn up to five hours in the fields of specialized knowledge. Note that the historical performance does not qualify for CPE credits.

Cancellations: Cancellations outside of unforeseen circumstances are requested by November 7.

Prerequisites: None | Advanced Preparation: None | Program Level: Basic | Delivery Method: Group-Live

For information regarding our complaint policy contact RKL’s HR department at 717.394.5666.

RKL is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE Credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, www.learningmarket.org.