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RKL Credit Union Seminar

Tuesday, November 3, 2026
8 a.m. to 3:30 p.m.
RiverCrest Golf Club & Preserve

Unlock actionable insights to help your credit union thrive at the RKL Credit Union Seminar. Guided by RKL’s industry thought leaders, this event is designed to help you capitalize on opportunities and confidently manage risks in today’s ever-changing landscape. Explore the key trends shaping credit unions, including strategy, economic and member-retention insights, audit updates, AI and fraud risk, and stronger governance.

You won’t want to miss the extended keynote by the renowned Lee Wetherington, delivering powerful takeaways you can put into action.

REGISTER HERE

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What’s Next Webinar: From AI-Ready to AI-Powered: The Executive Roadmap 

Tuesday, September 22, 2026
11 a.m. to Noon, ET

AI adoption is accelerating across middle-market organizations, often before leadership has established a coordinated strategy. In this C-suite-focused discussion, RKL expert advisors will explore how executives can move from informal experimentation to an intentional AI approach that aligns business opportunities with measurable value, technology readiness, financial discipline, security, and governance. Attendees will gain practical insights to help evaluate current AI use, prioritize potential investments, and determine an implementation path suited to their organization’s needs and maturity.

Join us for a timely, practical conversation on:

  • Assessing your organization’s current AI use, readiness, data practices, systems, and capabilities before selecting a tool or launching an initiative.
  • Identifying high-value AI use cases, evaluating the full investment required, and measuring returns such as increased capacity, faster decision-making, and reduced risk.
  • Establishing practical guardrails—including accountability, human review, security practices, and financial controls—to support responsible innovation.

Panelists:

  • Gretchen Naso, CVA, MBA, President, RKL Virtual Management Solutions
  • Walt Goodfield, Partner, Chief Business Officer, RKL eSolutions
  • Michael McAllister, CPA.CITP, CISA, Partner, IS Assurance & Advisory Services
  • Eric Wenger, CPA, MST, Lancaster Office Managing Partner, RKL LLP

Secure your spot now and earn one CPE credit (Information Technology).

REGISTER HERE