Recent regulatory changes and the evolving demands of technology led more than 110 credit union leaders to Phoenixville last week to hear the latest industry trends and strategies for success at RKL’s Credit Union Seminar. For over 10 years, RKL has hosted executives and board and supervisory committee members at the RiverCrest Golf Club & Preserve to foster relationships and help credit unions thrive in a changing landscape.
RKL Tax Partner Jonathan Clark highlighted the most impactful individual tax reform provisions for credit union leaders to consider for their personal financial planning. RKL Audit Partner Jim Pruzinsky and Partner and Financial Services Industry Group Leader Barry Pelagatti presented attendees with the most up-to-date information on significant accounting and auditing topics like current expected credit losses, revenue recognition and accounting for leases.
Guest speaker, Lee Wetherington, Director of Strategic Insight with Jack Henry & Associates®, gave a compelling presentation on the state of digital that emphasized ways credit unions can differentiate themselves from larger competitors. Richard Gose, Chief Political Officer of the Credit Union National Association, offered a timely update on regulatory, political and legislative changes brewing in the nation’s capital.
The day’s agenda offered networking opportunities during the continental breakfast and seated lunch which included a historical interaction through a Q&A with James Madison. Portrayed by Philadelphia-based actor and voice-over artist John Zak, Madison gave attendees a better sense of how the nation’s founding principles took shape.
Scroll down for photos from this educational and engaging event. Contact Financial Services Industry Group Leader Barry Pelagatti or visit RKL’s dedicated industry page to learn how RKL helps credit unions lay a strategic foundation for sustainable success.