2017 South Texas conference & expo

Guest Speakers

Kristen Tatlock, NCCO, CUCE, BSACS, NCBSO

Senior Compliance Manager, CU Service Network  


Kristen Tatlock is a nationally-known speaker and compliance consultant with over 28 years of experience in the credit union compliance arena. Kristen assists credit unions with issues ranging from advertising rules to bylaws, from Social Media compliance matters to Regulation Z, and just about every regulation and compliance concern in between.   Kristen has earned Compliance and Bank Secrecy Act certifications from the two national credit union trade associations. She regularly presents compliance training programs for CUNA, NAFCU, and many state Leagues around the country. She has also edited and revised numerous compliance training courses and modules for CUNA CPD and has authored several articles for various CUNA publications.   Kristen joined the CU Service Network team in April 2017 with the company’s acquisition of COMPASS 4 CUs, LLC. She had served as Vice President of that organization since February 2011. Prior to that, she was the Director of Compliance and Regulatory Affairs for the Virginia Credit Union League for over 20 years.  

Jim Phelps

CAE Chief Advocacy Officer & SVP Cornerstone Credit Union League   


Jim is responsible for overseeing the political, legislative and regulatory advocacy functions at the Cornerstone Credit Union League. He serves as advocacy advisor to the Board of Directors to provide strategy and direction for the League's advocacy priorities, and works with credit unions to become involved in political programs such as CU: ROAR, PAC fundraising and the Member Activation Program.  Before joining the League in 2004, Jim spent several years working in the financial services industry. He is also active with state and federal associations and earned the Certified Association Executive (CAE) designation in 2013.   

Jeff Steele

Supervisory Examiner, NCUA


Jeff graduated from Southwest Texas State University (n/k/a Texas State University) in San Marcos, Texas, in 1983 with a degree in Accounting.  Jeff started his career with NCUA as an examiner in Houston, Texas in 1987 and has held numerous positions at NCUA. Jeff has been in his current position as Supervisory Examiner since January 2011. Jeff has been married to his wife Dawn for 34 years and has three sons.  

Charles Blake

CEO, Blake Credit Union Services 

  

Charles Blake founder and CEO of BCUS Mr. Blake has put his nearly 40 years of industry experience to work helping Credit Unions of all sizes serve their members to the best of their abilities, and obtain security, soundness and growth.    Key areas of expertise: Delinquency Control, Lending, Sales, Leadership, Marketing and Training.  

Dr. Patricia Alvarez McHatton

College of Education and P-16 Integration  

The University of Texas Rio Grande Valley


Dr. Patricia M. Alvarez McHatton earned a Ph.D. from the University of South Florida in Curriculum & Instruction with an emphasis in special education and urban education. She is currently the Interim Provost and VP for Academic Affairs and has served as the Dean of the College of Education and P-16 Integration at The University of Texas Rio Grande Valley since 2015.  Dr. Alvarez McHatton has had leadership experience in various positions including department chair and associate dean for teacher preparation.  She has co-facilitated the American Association of Colleges for Teacher Education (AACTE) Annual Leadership Academy for three years.  Dr. Alvarez McHatton was a member of the Texas Teacher Preparation Collaborative convened by Educate Texas and was part of the Select Committee of HSI-Serving Deans and Educators convened by the White House Initiative on Educational Excellence for Hispanics to explore developing quality teacher preparation programs that serve the needs of Hispanic students. As dean, she has led multiple initiatives to enhance educator preparation programs within the college, expand the educator pipeline, and develop strong, collaborative partnerships with districts and community members.  Her research interests focus on teacher preparation, diverse learners and families, and collaboration, especially between general education and special education. 


Michelle Coward, BSACS, CUCE, CUERME

Michelle has been in banking over 27 years with 25 years at Navy Army Community Credit Union, where she currently serves in the capacity of Director of Risk Management. Michelle and her team handle BSA/OFAC compliance, investigations, security and fraud. Michelle has a Bachelor of Arts and currently holds certifications in compliance, enterprise risk management and Bank Secrecy laws. She is a board member on the Better Business Bureau Advisory Board, the Adult Protective Services Special Task Unit and the Fraud Investigators Association of Texas (FIAT). Michelle is also an inaugural member of the Robbery Investigators of Texas (RIOT). Michelle and her team regularly train law enforcement personnel on how banking payment systems operate and teach senior citizens and their caregivers how to avoid becoming victims of scams and fraud.

David Pierce

Sales Executive, CUNA Mutual Group


Employed with CUNA Mutual Group since 1979, David has served the credit union industry in Virginia, Florida and now Texas, where he currently serves the credit union market as a Sales Executive Consultant in Austin, Houston, San Antonio, El Paso, Corpus Christi and New Mexico.


In his role as a Sales Executive with the CUNA Mutual Group, David leads a team of leaders that grows relationships, revenue, and ratios for credit unions by sharing:


A unique & valuable market perspective

Alternatives to help credit unions navigate their challenges

Advice & consultation on a routine basis

Aid in dealing with present and potential issues/land mines

Assistance with new issues and outcomes by way of education


In addition to his career, David leads leaders, facilitates leadership workshops/retreats, and teaches leadership principles through his work and association with John Maxwell, where David is both a Founding Partner and Certified Speaker, Teacher, and Coach of the John Maxwell Team.


For fun, David enjoys golf, sport shooting, singing the National Anthem at sporting events, and playing with his four grandsons, Logan, Liam, Lachlan and Sawyer, and one granddaughter, Emery. David and his wife Joi, have been married for 41 years and reside in San Antonio, Texas.

Concert

Lauren Corzine

 Lauren Corzine is a Country/Americana recording artist from McAllen, TX.


2016 was a big year for Lauren. She released her very first EP entitled "Lost & Found" which she co-wrote with Roger Cook and Galen Crew in Nashville. Galen Crew also produced the EP. "Lost & Found" consists of six heartfelt original songs. How could you define Lauren's music? She says "My EP, Lost & Found, was written at a time in my life that was full of young love, getting lost and then finding myself again. I can best describe it as pop melodies with a country feel and folk-like lyrics." Once you hear the record, you might find it hard to not sing along.

 

She has an undying love for performing and writing music. "I've only ever wanted to perform" explains Lauren, "I'm most at home when I'm on a stage. My ultimate goal is to tell you my stories through song and keep you entertained from start to finish. Music is the first thing I think about when I wake up and the last thing I think about when I go to sleep. I've decided to commit myself to making music for the rest of my life and I hope I can capture your attention." 


Lauren has been given the opportunity to open for Lonestar, Eric Martin, Gene Watson, The Powell Brothers, Josh Turner, Corry Morrow and is always adding more to the list. 


To learn more about Lauren, visit her webpage, follow her on Facebook, Twitter, Instagram.




 

Lauren Corzine - Like in the Movies

menu



registration fee

Full Event $65

  Thursday  

Mixer and Meet & Greet 

Friday 

Conference 

Vendor Expo 

Continental Breakfast  

Lunch Buffet 

Dinner & Concert  

Saturday  

Continental Breakfast 

Conference      

Friday and Saturday Sessions Only $40

Friday

Conference 

Vendor Expo 

Continental Breakfast 

 Lunch Buffet 

Saturday

Conference

Continental Breakfast

Dinner & Concert Only $25

Friday 

Vendor   Expo                 

Dinner & Concert   

Vendor Expo Free Admission

Friday

Vendor Expo

Registration Packet / Agenda

Download the registration packet and send it back by email to gpaz@southtexasfcu.com or by fax at (956)686-4823

2017 Agenda (pdf)

Download

2017 South Texas Conference Expo Registration Packet (pdf)

Download

Accomodations

Embassy Suites Hotel

800 Convention Center Blvd., McAllen, Texas, 78501 

Rates are $119 for a single or double and are available until October 20, 2017 

Check-in is at 3pm and check-out is at 12 noon

Make your reservations soon to receive this special rate 

Rates are based on availability. For reservations call (956)688-8329 or on-line at Embassy Suites Hotel.

Be sure to mention block code  SEE

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