Human resources and organizational development professionals will gather this September for the Carolinas Credit Union League's HR & Organizational Development Summit, an event designed to equip attendees with practical strategies for developing talent, strengthening leadership and driving organizational success.

The summit will feature educational sessions led by industry experts, opportunities for peer collaboration and discussions focused on the evolving workforce challenges facing credit unions. All educational sessions are eligible for HRCI and SHRM recertification credits.

The event kicks off with a lineup of sessions focused on elevating learning and leadership within credit unions.

Linda Lafortune will present "Moving from Order Takers to Strategic Partners," exploring how training teams can transition from reactive service providers to strategic business partners. Attendees will learn techniques for conducting consultative conversations with leaders, aligning learning initiatives with business objectives and increasing the measurable impact of training programs.

Nell Callen, partner at Curtis Strategy, will lead "Powerful Practices to Cultivate Mission-Driven Leadership and Secure Your Talent Pipeline." The session will examine strategies for building a strong leadership bench, retaining top talent and fostering a mission-focused culture. Participants will gain insights into identifying high-potential employees, strengthening accountability and developing future leaders equipped to navigate change.

Following the educational sessions on Day 1, attendees are invited to participate in Sip, Share & Connect, a complimentary networking reception designed to encourage meaningful conversations and relationship-building among HR and OD professionals.

Unwind after the sessions while connecting with colleagues from across the Carolinas. Enjoy beverages, light bites and discussions that spark new ideas, fresh perspectives and future collaborations.

Day 2 will continue the focus on talent and organizational success with "The ROI of Hiring for Heart: How Values-Based Recruitment Drives Performance," presented by Taylor Eblen, vice president of talent solutions at Carrick Professionals.

Eblen will share how values-based recruitment can strengthen culture, improve retention and drive long-term organizational performance. Participants will explore practical frameworks for assessing candidate alignment, behavioral interview techniques and hiring strategies that support both culture and business outcomes.

Additional sessions and speakers will be announced soon, including presentations from industry leaders and facilitated discussion opportunities that encourage knowledge sharing and peer learning.

Whether you're responsible for talent development, employee engagement, leadership growth or organizational strategy, the HR & Organizational Development Summit offers valuable insights and practical takeaways to help your credit union build a stronger workforce and prepare for the future.

Credit union leaders from across the Carolinas will gather for the Carolinas Credit Union League’s Annual Meeting, where attendees can expect multiple opportunities to connect, celebrate and engage through a full slate of networking events and exhibit hall activities.

This year’s Annual Meeting will highlight a variety of experiences designed to bring together executives, board members and industry partners in an energetic and interactive setting. Signature events include the Summer Soirée, a social gathering offering attendees the chance to connect in a relaxed environment while celebrating the credit union movement.

Networking opportunities will continue with the C-suite Welcome during Exhibitor Showcase preview hours on Monday afternoon, giving senior leaders and industry partners an early opportunity to meet, build relationships and preview what will be featured in the exhibit hall.

The exhibit hall will also serve as a central hub throughout the event, featuring games, interactive engagement opportunities and chances for attendees to win prizes. A Visa-sponsored grand prize drawing will be among the event highlights, offering an added incentive for participants to stay engaged while exploring exhibitor offerings.

The Annual Meeting will provide attendees with an opportunity to strengthen professional connections, discover new solutions, and participate in experiences designed to support collaboration across the credit union industry. Bringing added energy with its “Beach Carnival” theme, creating the perfect backdrop for connection, celebration and memorable moments throughout the event. From dynamic keynote sessions and professional development to exhibit hall excitement and evening networking experiences, attendees can look forward to an atmosphere that blends business with fun in true Annual Meeting fashion.

The Carolinas Credit Union League will host its 2026 Emerging Leaders’ Virtual Workshop on Wednesday, June 10, offering credit union professionals an opportunity to strengthen leadership abilities, expand industry knowledge and sharpen communication skills through three focused sessions.

The 3-hour workshop will be held virtually via Zoom from 10 a.m. to 1:00 p.m. and is designed for young professionals, emerging leaders, CUxEL Council members, frontline staff, new managers, newly hired credit union employees and anyone looking to build professional confidence within the credit union movement.

A key session of the workshop, “Conflict Confidence: A Core Skill for Emerging Leaders,” will be led by Linda LaFortune of CUInsight and will emphasize the importance of building conflict competence as a foundational leadership skill.

“Conflict competence isn’t optional, it is essential,” the session description states. LaFortune will guide participants through strategies for leading themselves and others through challenging conversations, reducing workplace friction and using conflict as an opportunity to strengthen trust, alignment and team performance.

The session is designed to help emerging leaders reframe conflict not as a disruption, but as a tool for improving communication and strengthening workplace culture. Participants will explore ways to approach difficult discussions with confidence while keeping teams focused on shared goals.

Following the conflict confidence session, attendees will hear from David Sussman, Chief Visionary Officer of Family Security Plan, during the 11 a.m. session titled “ACCESS Your Credit Union’s ‘Currency’ for Organic Growth.” The session will highlight how credit union professionals can leverage skills, relationships and leadership behaviors to support career advancement and increase organizational impact through intentional professional development strategies.

The workshop will conclude with a noon networking session, “Networking Best Practices,” led by Emma Hayes of State Employees’ Credit Union and Emily Nail of Coastal Credit Union. The interactive session will give participants the opportunity to practice and hone networking and conversational skills while building stronger professional connections with peers across the Carolinas.

Registration is $50 per person and will remain open through June 5. A Zoom link will be shared following the close of the registration window.

Written cancellation requests received by June 1 are eligible for a refund minus a 20% administrative fee. Substitutions are accepted at any time prior to the event.

For more information, contact Allie Yearby at ayearby@carolinasleague.org.

The Carolinas Credit Union League has opened registration for its 2026 HR & Organizational Development Summit, inviting human resources and organizational development professionals from credit unions across the region to participate in this two-day event.

September 22–23, the Summit will bring together credit union practitioners, learning and development teams, and HR professionals for timely sessions, interactive discussions and networking designed to address workforce challenges and strengthen organizational performance.

The event’s agenda features educational programming that explores emerging trends in talent management, leadership development, employee engagement and other issues critical to building high-performing credit union teams. Attendees will have the opportunity to learn from subject-matter experts and their industry peers in a collaborative environment.

In addition to the educational experience, the Summit offers valuable professional development and networking opportunities, allowing HR and OD professionals to exchange ideas, expand their skills and build relationships that support their work and credit union goals.

Registration is now open, and interested professionals are encouraged to secure their spot early. The full conference agenda will be available in the coming weeks!

Interest continues to grow for the 2026 Southeast Regional Directors’ Conference, with more than 120 credit union directors, other volunteer leaders, and guests already registered to attend this August. Taking place August 2–4 at the Wild Dunes Resort in Isle of Palms, SC, the conference is shaping up to be a highly anticipated gathering for credit union volunteer leadership across the Southeast.

Designed specifically for board directors and supervisory committee members, the Southeast Regional Directors’ Conference offers three days of timely education, meaningful peer exchange, and practical insights to support effective governance and oversight.

Why Attend?

Attendees can expect:

• Expert-led keynote and breakout sessions focused on governance, risk, strategy, and regulatory issues impacting credit unions today
• Opportunities to learn alongside peers from across the Southeast facing similar challenges and responsibilities
• Dedicated programming that supports volunteer leader education and best practices

All of this takes place in a setting that encourages both learning and connection, with the Lowcountry coast as the backdrop.

What’s Included

Conference registration includes:

• Access to all keynote and breakout sessions
• Most meals and networking receptions
• Evening social events and opportunities to connect with fellow attendees

A guest registration option is also available, providing access to select meals and activities.

Location & Accommodations

The conference will be held at Wild Dunes Resort, a beachfront destination offering convenient on-site lodging and amenities. A limited room block is available at a discounted group rate. Attendees are encouraged to book early, as rooms are filling up quickly.

Optional Experiences

Participants and guests may choose from a variety of optional activities, including local tours on land and sea, a craft activity, and recreational outings that showcase the Isle of Palms and Charleston area.

Register Early

Registration is open through July 10. Early registration is encouraged to secure your spot and take advantage of the conference hotel rate.

Learn more and register today:
https://members.carolinasleague.org/event/SEDirectors2026

The Carolinas Credit Union League’s 2026 Leadership Development Institute (LDI) is officially underway, launching its first-quarter sessions with 51 students participating across two cohorts.

This year’s class represents 28 credit unions and organizations from across the Carolinas, reflecting continued growth in the League’s leadership program designed to develop credit union professionals.

Participants engaged in two days of interactive learning facilitated by JD McPherson and Jono Darville of The Center for Leadership Studies. Sessions focused on foundational leadership principles and coaching strategies, providing students with practical tools they can apply in their day-to-day roles.

The first quarter curriculum included:

Situational Leadership®: Essentials – Serving as the cornerstone of the LDI curriculum, this course introduced students to the Situational Leadership® Model. Participants gained tools to adapt their leadership approach to varying workplace challenges and strengthen their ability to influence performance and outcomes.

Situational Coaching – This session explored coaching fundamentals through the lens of Situational Leadership®. Through case studies and real-world applications, students strengthened their ability to guide, support and develop team members in dynamic environments.

In addition to classroom instruction, students participated in networking activities designed to foster collaboration and strengthen professional connections across the credit union industry.

The League encourages credit unions to continue to support the Heart of Service Eric Stiff Memorial Scholarship Fund, an initiative recognizing leadership, service and impact. Students, staff, and instructors vote for two recipients from the current year’s students. The Heart of Service Eric Stiff Memorial Scholarship Fund was established in 2022 through a collaboration between the League, Members Credit Union, and the Carolinas Credit Union Foundation. Each recipient receives an educational scholarship, which can be applied toward professional development opportunities within the credit union industry.

The 2026 LDI first-quarter cohorts include students representing the following organizations: Allegacy FCU, Carolina FCU, Carolina Foothills FCU, Carolina Trust FCU, Carolinas Credit Union League, Carrick Professionals, Champion CU, Coastal CU, Corning FCU, Family Trust FCU, Founders FCU, Greenville FCU, Marine FCU, Members CU, Mountain CU, Nova CU, Palmetto Citizens FCU, Piedmont Advantage CU, Revity FCU, SAFE FCU, South Carolina FCU, SPC CU, Spero Financial, SRP FCU, State Employees’ CU, Skyla CU, Telco Community CU, Truliant FCU.

For more information on LDI and future participation opportunities, visit carolinasleague.org/ldi. Donations to the Heart of Service Eric Stiff Memorial Scholarship Fund are welcome and can be made at  eric-stiff-memorial.square.site. Applications for the 2027 Leadership Development Institute (LDI) will open August 3, 2026.

Registration is now open for the 2026 Southeast Regional Directors’ Conference, scheduled for August 2–4 at Wild Dunes Resort in Isle of Palms, South Carolina. Hosted by the Southeastern Regional Credit Union School (SRCUS), the annual conference rotates throughout the region and is designed specifically for credit union board directors and supervisory committee members. The 2026 event will be hosted in the Carolinas and will feature three days of governance-focused education, peer discussion and strategic insights tailored to volunteer leadership.

The conference agenda will include expert-led sessions addressing key issues impacting credit union boards, including evolving regulatory expectations, leadership decision-making, and emerging trends shaping the financial services industry. Attendees can also expect interactive discussion designed to strengthen board engagement and support effective oversight.

Conference registration is $1,049 per attendee. A guest registration option is available for $499.

Online registration will remain open through July 10. The deadline to cancel and receive a refund, minus a 20% administrative fee, is July 17. Substitutions are accepted at any time prior to the event.

Wild Dunes Resort will serve as the host property for the conference. Participants are encouraged to secure accommodations early, as space is limited and the resort is expected to fill quickly during peak summer travel season.

Additional conference details, including optional guest activities, are available on the event registration page.

As the MACCU Spring Conference in Myrtle Beach, South Carolina draws near, credit union leaders across the Carolinas are preparing to engage in two days of focused discussion on the industry’s most pressing priorities.

Hosted by the Management Association of Carolinas Credit Unions (MACCU), this event brings together executives and management teams for a timely exchange of ideas centered on leadership, compliance, innovation and long-term strategy.

With the March 31 registration deadline approaching, the conference agenda underscores the importance of proactive planning in an environment shaped by regulatory change, evolving member expectations and rapid advancements in financial technology.

Payments innovation will be featured in a session exploring tools shaping the member experience in 2026. “Innovative Payment Options in 2026” will include updates on RTP and FedNow, along with the benefits of Zelle and Visa Direct. The session will also highlight buy now, pay later opportunities and share real-world credit union use cases.

Cybersecurity will also be addressed in a session on trends in cyber threats and financial crimes. Topics include vulnerabilities, ransomware, social engineering, business email compromise and the use of digital currency in cybercrime. The session will focus on prevention strategies and response planning, emphasizing audit practices and recovery frameworks.

Beyond the educational sessions, the conference provides opportunities for peer networking and collaboration, allowing participants to share perspectives and solutions with colleagues facing similar challenges.

Registration is $445 and remains open through March 31.

Offered through a partnership between the Carolinas Credit Union League, the Carolinas Credit Union Foundation, Luminate Louisiana Credit Unions and America’s Credit Unions, the program provides credit union staff with the training needed to earn the Certified Credit Union Financial Counselor (CCUFC) designation.

Running May 20 through Oct. 9, the program is delivered entirely online, allowing participants to complete coursework through a flexible, self-paced learning structure.

FiCEP is designed for employees who work closely with members facing financial challenges, including those in financial counseling, collections, lending and member service roles. The curriculum equips participants with the knowledge and confidence needed to help members navigate credit issues, manage debt and build stronger financial futures.

Participants complete a series of on-demand webinar modules and self-study materials, allowing them to move through the coursework at their own pace while following a recommended study schedule. The program also includes two live guided study sessions prior to the exam period.

Compared with similar certification programs in the marketplace, the League’s FiCEP offering provides significant value for participating credit unions. Through support from the Carolinas Credit Union Foundation, the program is offered at $695 per participant — more than $350 in savings compared with many competitor programs.

The program also includes complimentary exam proctoring provided by the League, eliminating an additional cost often associated with certification testing.

Additional support is available for smaller credit unions. Through the Foundation’s Hamilton Fund, credit unions with less than $100 million in assets may apply for a grant covering the full registration cost for one employee, helping ensure access to professional development regardless of institution size.

The program will conclude with proctored exam sessions held Oct. 5–9, allowing successful participants to earn the CCUFC designation and apply their knowledge directly in service to members.

Registration for the 2026 FiCEP program closes April 10.

The two-day program is designed to equip lending professionals with practical strategies to improve loan production, reduce risk and enhance member service. Through instructor-led sessions and applied discussion, participants will explore the full consumer lending lifecycle, from the initial member interview to building high-performing loan portfolios.

The program is ideal for lenders, underwriters, managers, mortgage officers and staff responsible for processing consumer loans, as well as employees seeking a deeper understanding of lending fundamentals.

Day one focuses on the interview and sales portion of the loan process, helping participants develop stronger member conversations that uncover financial needs and build trust. Sessions will explore effective questioning techniques, evaluating member situations and guiding borrowers toward appropriate loan solutions.

Day two shifts to the technical side of lending, including strategies for building performing loans, minimizing risk and strengthening underwriting practices. Participants will examine key factors that influence lending decisions and learn how to balance risk management with member service.

By the end of the program, attendees will gain practical tools they can immediately apply within their credit union to support stronger lending outcomes and improved member experiences.

Registration for the 2026 Virtual Lending School is $375, and the event will be held entirely online through Zoom. Access links will be distributed to participants after registration.

Online registration closes May 8, 2026.

The interactive workshop will take place from 10 a.m. to 2 p.m. each day via Zoom and is open to member-affiliate credit unions. Online registration is available through May 8.

The program is tailored for lenders, underwriters, managers, mortgage officers and professionals who process consumer loans. Day one will focus on the interview and sales components of the loan process, equipping participants with strategies to enhance member engagement and improve loan origination outcomes.

Day two will provide a deeper dive into underwriting fundamentals, including building performing loan portfolios, identifying and mitigating risk, and strengthening overall underwriting practices.

The cost to attend is $375. Zoom access details will be shared following the close of the registration window.

With lending performance and portfolio quality top of mind for credit unions in today’s evolving economic environment, the 2026 Virtual Lending School offers timely, practical insight professionals can immediately apply.

Secure your spot today and invest in the expertise that drives lending success.

Credit union professionals from across the Carolinas gathered in Concord, N.C., Feb. 10-11 for LAUNCH 2026, marking 10 years of advancing innovation, leadership development and strategic collaboration within the credit union movement.

This year’s theme, Charting the Future: The Next Decade Starts Here, highlighted forward-thinking strategies, emerging technologies and evolving member needs as credit unions prepare for the future of financial services.

The two-day conference welcomed over 220 attendees from a variety of departments and experience levels, offering educational sessions, networking opportunities, industry collaboration, the CUxEL Protégé Competition Finals, and the Carolinas Credit Union Foundation Awards Gala.

Building connections and strengthening industry collaboration

The conference opened with the CCUL Networks Meeting, “Stronger Together: Maximizing the Power of Your CCUL Professional Network,” led by Bill Nagle of AngleUp Consulting. The session emphasized the importance of collaboration, peer learning, and relationship-building across functional credit union roles.

During the Credit Union Roundtable, Caroline Vahrenkamp of the Filene Research Institute provided insight into strategic priorities shaping credit unions in 2026 and the role of true innovation in driving growth.

“Innovation is not about technology. It’s about the ability to think creatively and act fast,” Vahrenkamp said. Vahrenkamp also encouraged credit unions to embrace adaptability while maintaining long-term strategic focus.

“Credit unions that perform the best are the ones that stick to their strategic plan but add into your plan room to adapt and innovate,” she said.

The Emerging Leaders’ Workshop focused on professional growth, purpose-driven leadership and career development. Led by America’s Credit Unions’ Sedric Brinson and Talent Retention Expert Dr. Troy Hall, participants engaged in interactive exercises designed to strengthen leadership confidence and self-awareness.

Dr. Troy’s “three-of-a-kind” connection activity asked them to identify the things they had in common – a simple prompt that sparked memorable conversations. “No one is perfect,” said Taysha Gosnell of South Carolina Federal Credit Union, capturing the takeaway that even across diverse roles and experiences, shared connections come through.

Addressing emerging risks and industry transformation

Educational sessions throughout the conference explored emerging risks, fraud prevention strategies, artificial intelligence, lending innovation, and cybersecurity preparedness. Discussions highlighted the increasing importance of strategic risk management and proactive leadership as credit unions navigate a rapidly evolving financial landscape.

Sessions such as “Layered Defense: The Smarter Way to Stop the Next Fraud Wave” and “The Crisis of Strategic Thinking in Management” provided practical tools and industry data to help credit unions strengthen operational resilience and leadership pipelines.

Additional sessions examined the growing role of artificial intelligence in lending, operations and member service, while also addressing governance, compliance and security considerations tied to AI adoption.

Innovation and collaboration on display

The LAUNCH trade show served as a hub for networking, solution-sharing and collaboration between credit unions, vendors, and industry partners. Attendees explored new technologies, services and strategies designed to support operational efficiency and member experience.

Sprint Sessions offered quick, focused learning opportunities covering topics such as data-driven lending strategies, automation, cybersecurity readiness, and member experience optimization.

Recognizing emerging leaders and industry excellence

The conference also featured the CUxEL Protégé Competition Finals, recognizing rising credit union leaders who demonstrate industry knowledge, leadership and dedication to the credit union mission. Ashley McDaniel of REV Federal Credit Union was named the 2026 Protégé winner, with additional finalists recognized for their outstanding performances.

LAUNCH 2026 concluded with the Carolinas Credit Union Foundation Awards Gala, celebrating credit unions and professionals making meaningful contributions to their communities and advancing the credit union philosophy of people helping people.

Preparing for the next decade

As LAUNCH celebrated its 10th anniversary, the conference reinforced the Carolinas credit union movement’s commitment to innovation, collaboration, and leadership development. Attendees left with actionable insights, strengthened professional connections and new strategies to help their credit unions adapt and thrive in an evolving financial services environment.

LAUNCH 2026 was made possible through the generous support of sponsors and industry partners whose commitment helps strengthen education, collaboration and innovation across the Carolinas credit union movement. Their continued investment plays a vital role in delivering high-quality professional development opportunities and fostering meaningful connections that support credit unions and the members they serve.

For more highlights from LAUNCH, including archived video of the live streams from the Protégé Competition and the Foundation’s Awards Gala, follow the League on LinkedIn or Facebook.

The CUxEL Protégé Competition highlights rising professionals from across the Carolinas who showcase industry knowledge, innovation and dedication to advancing credit unions and the members they serve.

Three additional finalists were recognized for their outstanding performances, including the program’s first-ever tie for second runner-up:

• First runner-up: Keri Fain, SRP Federal Credit Union, representing the Central SC Chapter.
• Second runner-ups: Savannah Rodriguez, Greenville Federal Credit Union, representing the Upstate Chapter and Kelly Tyson, SECU, representing the Northeast Chapter.

Each finalist demonstrated strong leadership potential and a commitment to strengthening the credit union mission of people helping people, through well-planned presentations focused on key industry topics and future-forward solutions.

The Protégé Competition remains a cornerstone of leadership development within the Carolinas credit union movement, engaging the credit union chapter system while providing participants with opportunities to enhance professional skills, expand industry knowledge and build meaningful connections with peers and industry leaders.

The agenda opens with a deep dive into the NCUA’s succession planning final rule, presented by Ryan Blanscett of the National Credit Union Administration. The session offers executives critical guidance on governance expectations and long-term leadership preparedness at a time when succession planning remains a top concern for boards and senior management.

As member expectations continue to evolve, Meredith Olmstead and Danielle Fancher of FIGrow will examine how credit unions can better engage younger generations through digital innovation. Their session focuses on strategies to convert emerging members while maintaining trust and relevance in an increasingly competitive financial marketplace.

Mark Majeske of Alacriti will lead a discussion on innovative payment options available to credit unions in 2026, highlighting updates on instant payment networks such as RTP and FedNow, along with the benefits of Zelle, Visa Direct and buy now, pay later solutions. The session will also feature real-world strategies and use cases focused on enhancing the member experience.

The conference concludes with a leadership-focused session from Nicole Brusewitz of FCCS Consulting, who will challenge attendees to rethink how they lead change. The presentation explores what it means to become a change-agile leader amid constant disruption and growing operational complexity.

Hosted by the Management Association of Carolinas Credit Unions, the two-day conference combines expert insight with peer networking for credit union executives from North and South Carolina.

Registration is open through March 31, with a full agenda available for review highlighting the sessions and speakers planned for the conference.

Registration is now open for the 2026 Enhanced Financial Counseling Certification Program (FiCEP), a professional development opportunity designed to equip credit union staff with the skills and credentials needed to help members build stronger financial futures.

Offered by the Carolinas Credit Union League in partnership with the Carolinas Credit Union Foundation, Luminate Louisiana Credit Unions and America’s Credit Unions, the program runs from May 20 through October 9. Online registration is available through March 31.

FiCEP is a self-paced, online program open to credit union staff across the Carolinas, particularly those working in financial counseling, collections, lending and member service roles. The curriculum is modeled after America’s Credit Unions’ Certified Financial Counselor School and prepares participants to earn the Certified Credit Union Financial Counselor (CCUFC) designation upon successful completion of a proctored exam.

The 2026 program will be conducted entirely online and includes on-demand webinar modules, guided study sessions and live, proctored testing. For the first time, Spanish translations will be available for all digital study materials.

Cost, grants and registration details

Program costs are $695 per participant, which includes webinars, self-study materials and the proctored exam. Through support from the Carolinas Credit Union Foundation, participants receive more than $350 in cost savings compared with traditional certification programs.

In addition, the Hamilton Fund is offering grants to credit unions with assets under $100 million to cover the full registration cost for one participant per credit union. Grant applicants will be notified of approval within one week and provided with a discount code to complete registration at no cost.

Two live guided study sessions are scheduled prior to testing, with student testing sessions taking place via Zoom from October 5–9. A full program schedule is available on the event page.

Online registration for the 2026 FiCEP program is open through March 31, with additional program details available on the event webpage.

The Management Association of Carolinas Credit Unions (MACCU) will host its 2026 Spring Conference April 9–10 in Myrtle Beach, South Carolina, bringing together senior executives and management teams from across the Carolinas.

The two-day conference will deliver timely insight from expert presenters while providing opportunities for peer exchange and discussion on issues impacting credit unions today. Registration is open to all credit unions with a physical branch location in North Carolina or South Carolina.

Planned sessions will address a range of strategic and operational topics, including:

• Becoming a Change Agile Leader
• Risk & Compliance Update
• Succession Planning Final Rule
• Marketing and Branding
• Cyber Threats
• Payment Trends

The MACCU Spring Conference is designed to support collaboration among management teams while offering practical takeaways that can be applied within credit union operations. A full agenda will be released in the coming weeks.

Registration is open through March 31, 2026. The registration fee is $445. A hotel room block is available at the Embassy Suites for $215 per night through March 12, or until rooms sell out.

For more information or assistance with registration, contact the Carolinas Credit Union League’s Professional Development team at development@carolinasleague.org or 800-822-8859, ext. 141.

The Carolinas Credit Union League’s 2026 LAUNCH Conference is scheduled for Feb. 10–11 in Concord, North Carolina. More than 100 credit union professionals have already registered for the innovation-focused event, which will feature a robust two-day trade show, the CUxEL Protégé Competition finals, pre-event workshops and roundtables, and several sessions on topics including generative and agentic AI, values-driven HR practices, lending strategies, and proactive fraud management in a rapidly changing environment.

This year’s theme, “Charting the Future: The Next Decade Starts Here,” celebrates the conference’s 10th anniversary with new experiences for attendees. Highlights include a professional headshot station powered by CUxEL, offering complimentary photos, and the Vision Vault—an interactive space on the trade show floor where past and present participants can share their vision for their credit union, set intentions for their LAUNCH experience, and more. Submissions will display live as they are entered.

Participants are invited to start thinking early about their visionary reflections. Prompts include:

• What is one goal, vision, or strategic initiative you or your credit union want to focus on over the next year?
• Reflecting back: If you’ve attended LAUNCH before, how has it influenced your professional growth or your credit union?
• Setting your intention: Complete this sentence — “At LAUNCH 2026, I hope to…”

Visit the LAUNCH Conference event page today for details or to register before the Jan. 31 deadline. The hotel room block closes on Jan. 19. Contact CCUL’s Brooke Rouse for any rooming questions or assistance.

The Carolinas Credit Union League’s Leadership Development Institute (LDI) proudly marked its 10-year anniversary in 2025, celebrating a legacy of leadership with the graduation of 43 students. This milestone reflects a decade of empowering future and current credit union leaders through a program that continues to inspire personal and professional growth and leadership skills across the Carolinas.

Congratulations to the Class of 2025:

Mission Cohort:

Vision Cohort:

This year’s LDI curriculum included opportunities for collaboration, with both cohorts engaging in group announcements and luncheons to foster meaningful connections across the program.

In her graduation remarks, CCUL Chief Learning Officer Lauren DeAngelis emphasized the League’s dedication to leadership development, stating: “We are dedicated and committed to creating and continuing the strength of our leaders in the Carolinas. And this program has shown time and time again that graduates from this program elevate their careers and do amazing things, and I know that this class will do the same thing.”

The graduation ceremony, held on Wednesday, December 10, 2025, in Chapel Hill, NC, featured several highlights, including:

• Keynote addresses from CCUL President and CEO Dan Schline and Center for Leadership Studies Master Trainer Jono Darville.
• Inspiring and reflective remarks came from elected class representatives Toya Reid of Skyla Credit Union and Jonathan Jernigan of State Employees’ Credit Union, who shared how the program shaped their personal and professional growth. “My time with LDI has truly been amazing,” Reid said. “This experience changed me by teaching me how to pause, reflect, and approach situations with more awareness. This group has become a safe space for me, professionally and personally.” Jernigan added, “It’s up to us to apply what we’ve learned here to give opportunities, invest in the next generation, and ensure the credit union mission remains strong for years to come.”
• A heartfelt moment of remembrance honored two leaders who died this year: Jill Lackey, a past instructor and longtime coach for the LDI program, and Nicole Martinetti, a 2016 LDI graduate and Spero Financial employee. Brian McKay, CEO of Spero Financial, led a moment of silence to recognize their legacy and lasting contributions to the credit union movement. “Both of them were absolute champions of LDI," shared McKay. "Jill was in the very first faculty and continued in that capacity for about five years, then continued to coach for the full 10 years of the program. I think she was one of those who really embraced the relationships she could develop with people. Nicole and I enrolled in LDI together in the very first class. We’re from Greenville, South Carolina, so on a good day it’s about a four-hour drive…and she would talk my ear off the entire way home about all the things she learned. I really think LDI changed her career path. The fire she got from JD, Lauren, Jill and others she carried through until just this year.”

During the ceremony, the League also honored the recipients of its 2025 Eric Stiff Heart of Service Award: Sherry Gunter of Palmetto Citizens FCU and April Young of Piedmont Advantage Credit Union. This annual award, named in honor of the late Eric Stiff, recognizes graduating students who exemplify dedication to their organizations, communities, and the credit union movement. The recognition includes a $2,000 educational scholarship through the Heart of Service Eric Stiff Memorial Scholarship Fund, which the recipient(s) can use toward any development opportunities within the credit union industry.

Since its inception, the Leadership Development Institute has equipped students with the tools and skills to lead with empathy, emotional intelligence, and strategic vision. Participants engage in a thorough curriculum that includes situational leadership, talent management, and one-on-one coaching with certified professionals.

“We have our why, we have our credit union philosophy and cooperative principles, and now we hope we’ve given you some additional tools for your toolbox,” Schline said in his well wishes to the graduates. “As you move forward, [know] you’re well equipped. Each of the CEOs and supervisors in this room has invested in your success through LDI, and they’re looking forward to seeing what you achieve for your credit union and your members.”

As LDI continues to grow and evolve, it remains a cornerstone of leadership development in the Carolinas’ credit union movement. To learn more about the program, which opens every August for applications, and view more news and media highlights from the graduation ceremony, visit carolinasleague.org/ldi.

The Carolinas Credit Union League’s CUxEL Protégé Competition is spotlighting the next generation of credit union leaders as six finalists prepare to advance to the 2026 finals competition.

The Protégé Competition recognizes rising credit union professionals, age 40 and under, who demonstrate leadership potential, commitment to cooperative principles and a passion for service. The program also strengthens chapter engagement, enhances professional development opportunities and reinforces the credit union philosophy of people helping people.

Finalists represent six chapters across the Carolinas and bring diverse experiences, perspectives and leadership goals to the competition.

Representing the Central Chapter, Keri Fain is a front-line service supervisor at SRP Federal Credit Union. Known for her creativity and vision, Fain has completed two leadership programs within her first two years at SRP and aspires to continue growing into leadership roles that will help propel the credit union forward and support long-term community financial success.

Representing the Lowcountry Chapter, Ashley McDaniel is a commercial support specialist at REV Federal Credit Union. A member-turned-employee, McDaniel is driven by the credit union movement’s focus on people before profit. She is active in church and REV community outreach efforts and is passionate about passing financial success and stability on to her daughter.

The Northeast Chapter is represented by Kelly Tyson, member services support manager at NC State Employees’ Credit Union. Tyson is passionate about building connections, embracing diverse perspectives and helping both colleagues and community members thrive. With a strong interest in growth and development, she is dedicated to mentoring others and creating lasting, positive impact. 

The Piedmont Chapter finalist is Stacey Adams, financial education manager at Founders Federal Credit Union. Adams uses her passion for financial literacy to serve both her credit union and the broader community. She hopes to one day establish a nonprofit organization in the Piedmont region to expand access to financial education and strengthen community trust.

From the Tarheel Chapter, Shayla Tanner serves as member experience lead at Civic Federal Credit Union. Tanner takes pride in living out the seventh cooperative principle of concern for community by advancing member-centered innovation and supporting inclusive, accessible financial solutions. Her work is rooted in helping individuals and families achieve long-term financial stability.

The Upstate Chapter finalist is Savannah Rodriguez of Greenville Federal Credit Union. Rodriguez is deeply committed to fostering learning and development among her peers and throughout the credit union industry. Inspired by the strong sense of community within her team, she brings a forward-thinking, strategic mindset and envisions expanding GFCU’s training department to support the organization’s long-term success.

Credit union professionals are encouraged to attend LAUNCH and the CUxEL Protégé Competition to support the six finalists and experience firsthand the talent shaping the future of the credit union movement. The finals competition follows a new schedule and will take place in the evening on the first day of the LAUNCH Conference on February 10, 2026.

Credit union leaders and compliance professionals will gather February 25–26 at Goodwill Industries of the Southern Piedmont in Charlotte for the 2026 Risk & BSA Conference. Designed for staff responsible for risk, compliance, operations, lending, finance, and auditing, the event provides timely updates on fraud prevention, regulatory priorities, and Bank Secrecy Act (BSA) responsibilities. Registration is open through February 13.

Key sessions and topics

Day One opens with How to Conduct a Step-by-Step Fraud Risk Assessment, led by Hailey Windham of CU Fight Fraud. Attendees will learn how to identify and mitigate fraud risk using real-world examples and practical internal control strategies.

Later that morning, Brian Hinze of NCU-ISAO will present Artificial Intelligence: Risks to Credit Unions, examining how AI technologies—from deepfakes to automated impersonation—are reshaping cybercrime and member security. After lunch, the NCUA’s Bill Hunter will outline NCUA Priorities for 2026, followed by Remote Electronic Notarization in NC, presented by Ozie Stallworth. This session will detail the requirements and processes for implementing eClosings, a key initiative for credit unions operating in North Carolina.

Day Two focuses on BSA-driven responsibilities, beginning with SAR Case Studies from IRS representative John Siddons. Attendees will gain insight into how Suspicious Activity Reports are analyzed and used in real investigations. The morning continues with Bankwatch Updates, featuring Allen Sipes, Michael Rogers, and Doug Miller, who will demonstrate how collaborative intelligence helps credit unions prevent and respond to financial crime. The agenda also includes a session on Elder Exploitation by AARP, exploring trends and preventative strategies to protect vulnerable members.

Why Attend?

With evolving fraud schemes and increasing regulatory scrutiny, this event equips credit unions with tools and knowledge to support examination readiness, strengthen internal controls, and safeguard members.

To register or learn more about the conference agenda, lodging options, and pricing, visit our website.

Registration for the 2026 session of the Southeast Management School is now open! The school, hosted by Southeastern Regional Credit Union School (SRCUS), meets Sunday, June 14 through Friday, June 19 at the UGA Center for Continuing Education & Hotel in Athens, GA.

Southeast Management School equips credit union professionals with essential leadership, management, and financial skills to navigate industry challenges. This three-year program combines advanced coursework with hands-on projects and year-end testing, qualifying students for ACE Credits® toward continuing education.

“SRCUS has been a journey full of growth, laughter, and more ratios than I thought possible to learn,” said Kristen Shambro, a 2025 graduate and recipient of the Hugh Watson Award. “This experience reminds me that leadership is a blend of heart, hustle, and always being ready to learn.”

Upon successful completion of the program, students not only receive a graduation diploma but earn their Certified Credit Union Executive (CCUE) designation – the hallmark of professional achievement within the industry.

Now a cornerstone of the Southeast Management School experience, the CCUE designation and continuing education credits further elevate the value of SRCUS. The southeastern school joins America’s Credit Unions’ Management School in Madison in offering this prestigious credential. Alumni who graduated in 2014 or later also have the opportunity to earn their CCUE during the upcoming Alumni Event, scheduled for June 17–19 on campus.

Interested In Enrolling?

Take note of these key tuition details:

• Tuition paid on or before 4/1/2026: $2,800 ($3,000 after April 1)

• Alumni Program: $750 ($1,000 after April 1)

• Lodging: UGA – $169+ (For Active Students); SpringHill Suites – $204+ (For Alumni)

• Guest Banquet Ticket: $50

• Deadline to Register: June 1, 2026 (April 1 for early enrollment)

Click here to learn more and start enrollment. New and returning students, as well as alumni, must create a user profile or log in to register on UGA’s website to complete registration. Lodging information for both students and alumni is available on the SRCUS website. Management school students will stay at the UGA Georgia Center, while alumni accommodations are at the SpringHill Suites by Marriott in downtown Athens. Reservations are due by May 17, 2025.

Need Tuition Assistance?

The Carolinas Credit Union League provides up to $3,000 in scholarships per state to selected students across North and South Carolina based on future management potential, involvement in the movement, and other supportive criteria. The deadline to apply is May 1, 2026. Visit the League’s SRCUS Scholarship Opportunities webpage to get started.

To stay up to date with the latest news and information on SRCUS, visit www.srcus.org or follow SRCUS on Facebook or LinkedIn.

Since its inception in 2016, the Carolinas Credit Union League’s Leadership Development Institute (LDI) has equipped more than 190 credit union professionals with practical tools and insight to grow as leaders. At the center of that journey is JD McPherson, senior consultant and master trainer at the Center for Leadership Studies (CLS), whose approachable style and hands-on teaching have become a hallmark of the LDI program. In a recent interview, JD shared what makes LDI so effective and why leadership development matters more than ever.

What sets LDI apart

According to JD, what distinguishes LDI is its intentional structure and focus on building leadership skills over time. “I believe that it is the intentionality of the program. When the program was developed, Lauren [DeAngelis] wanted to have it built on the foundation of Situational Leadership. After establishing the foundation in quarter one, the following quarters are designed to build on that foundation,” he said.

LDI also balances CLS’ foundational leadership concepts with emerging challenges leaders face today—like hybrid work, generational shifts, and organizational alignment. The small-cohort format encourages trust and connection, helping participants create lasting professional relationships across the credit union space.

Evolving leadership needs (why it matters)

Today’s leaders need more than technical skills; they need to communicate across generations, manage change, and lead with empathy. JD says the LDI curriculum meets this moment by blending timeless principles with timely strategies. “The pace of change, managing an ever-expanding virtual workforce, and having to accomplish more with fewer human resources are some of the top challenges facing leaders today. LDI takes a multi-faceted approach, developing not only individual leadership characteristics with many instructor-led classes, but the cohort mentality builds lifelong professional relationships within the credit union space,” he explained.

The program also provides space for reflection and peer-to-peer learning, something often missing in fast-paced environments.

Top takeaways from the program

Participants often walk away from LDI with increased self-awareness, stronger communication skills, and a broader view of leadership. JD points to a common breakthrough moment: “The moment that the participants understand that we evaluate performance situation by situation and not just assume any one individual performs all tasks equally.”

He also loves seeing the connections participants make throughout the year: “I love to see the connections between learning something new in the third quarter and connecting it to material from quarters one and two. Additionally, it is amazing to watch the relationships develop between leaders from different credit unions over the year. Participants that were quiet and reserved in quarter one are interacting with their peers and developing new relationships throughout the year.”

The future calls (how will you answer?)

As credit unions look ahead to the challenges of tomorrow, JD encourages leaders to make development a priority—not just for executives, but across all levels. “I believe that leadership development is the most under-utilized ‘force multiplier’ in business, and it doesn’t happen by accident. Adopting a purposeful development strategy for the different levels of leadership is an upfront investment that will pay remarkable returns in the future,” he said.

For those considering applying to LDI, JD offers this guidance:

• Commit to the effort it will require during the year.
• Go all in from the beginning, integrating yourself into the cohort and forging new relationships.
• Dedicate time “in-between” the onsite sessions developing the competencies learned.
• Have fun!

Applications are being accepted now through Dec. 19 for the 2026 program. Visit carolinasleague.org/ldi to learn more and apply. In addition, grants to reduce tuition costs are available for credit unions with assets of $100M or less through the Carolinas Credit Union Foundation. Learn more here.

The Carolinas Credit Union League proudly celebrates the newest class of professionals who have earned their Certified Credit Union Financial Counselor (CCUFC) designation through the Enhanced Financial Counseling Certification Program (FiCEP). Eighteen credit union employees from across the Carolinas successfully completed the program and testing, joining a growing network of counselors dedicated to improving members’ financial wellness.

Through a unique partnership between the Carolinas Credit Union League, the Carolinas Credit Union Foundation, Luminate Louisiana Credit Unions, and America’s Credit Unions, the Enhanced FiCEP program offers credit union staff a five-month training experience combining self-paced study, recorded tutorials, and newly implemented two-part guided study sessions. Participants gain essential skills to help members manage their finances more effectively, ultimately strengthening both member relationships and the credit union’s bottom line.

Empowering access to financial education

With support from the Carolinas Credit Union Foundation, the League provides the program at a reduced cost of $695—a savings of $350. The Hamilton Grant further extends access by covering full registration for one participant per credit union under $100 million in assets. This collaboration ensures that credit unions of all sizes can invest in staff who guide members toward financial stability.

“Allie Yearby, professional development coordinator for the Carolinas Credit Union League, emphasized the importance of these achievements. “Financial wellness is a cornerstone of the credit union mission, and it’s always a proud moment to see more certified counselors ready to guide their members toward financial freedom,” she said.

Celebrating the 2025 FiCEP graduates

The League congratulates the following 2025 FiCEP graduates:
Megan Boyd Galloway, TCP Credit Union; Carletta Cuff, Revity Federal Credit Union; Kimberly Kennedy, Palmetto First Federal Credit Union; Amanda Fisher, Santee Cooper Credit Union; Emily LaMay, Crystal Hastings, and Jessica Godinez, Acclaim Federal Credit Union; Misty Dunahoe, Bridgette Williams, and Max Jones, Berkeley Community Federal Credit Union; Karen Bristow, Revity Federal Credit Union; Amanda Parrish, Carolyn Stoddard, and Michael O’Briant, Truliant Federal Credit Union; Cassandra Russell, REV Federal Credit Union; Scott Armstrong, ElecTel Cooperative Federal Credit Union; Heather Neal, SC National Guard Federal Credit Union; and Becki Guy, CPM Federal Credit Union.

Reflecting on the experience, Cassandra Russell, financial educator for REV Federal Credit Union, said, “This achievement represents more than just a professional milestone; it’s a commitment to empowering individuals in our communities to make informed financial decisions—and I aim to be a refreshing source of understanding and encouragement when someone is ready to learn more about managing their finances.”

Registration for the next FiCEP session opens in January, with the program running from May through October. Credit unions interested in enrolling staff can learn more at carolinasleague.org/ficep.

Hosted by the Southeastern Regional Credit Union School, the nationally recognized, three-year program equips rising leaders with the management, leadership, and financial skills needed to navigate the evolving credit union landscape. The curriculum combines instruction from the University of Georgia’s Terry College of Business faculty and industry experts with interactive learning and hands-on projects designed to apply directly to credit union operations.

Graduates of the program not only gain a deeper understanding of credit union leadership but also earn recognition through the Certified Credit Union Executive (CCUE) designation — a credential that highlights professional excellence and commitment to the movement.

Save the Date: June 14-19, 2026
Location: Athens, Georgia

Back for its second year: Alumni event and CCUE certification

Following its successful debut in 2025, the CCUE certification and ACE Credits® return as an additional component of the Southeast Management School. SRCUS continues to join America’s Credit Unions Management School in Madison in offering this respected designation.

Alumni will have the opportunity to earn their CCUE designation by attending the Alumni Event, taking place June 17–19, 2026, on campus.

Visit srcus.org to learn more.

As the Leadership Development Institute (LDI) celebrates a decade of shaping credit union leaders, the program continues to make an impact across the Carolinas. In this follow-up to our earlier feature, Greenville Federal Credit Union and Members Credit Union share how LDI has strengthened their teams and shaped leadership development in their organizations.

Why they joined

Participating in LDI early on, both credit unions recognized the importance of investing in their emerging leaders.

Greenville FCU shared their motivation: "We recognized the importance of investing in the long-term growth of our leaders," said Kaitlin Grooms, vice president of HR and development. "This program also offered the added benefit of expanding our leadership team’s professional network within the credit union community."

Members CU also saw the value in sending key emerging leaders to the program. "As I was building out my management team when I became CEO, I sent Eric Stiff to be part of the first LDI class," said Bob Donley, CEO of Members CU. "It was a great experience for Eric, and it paid huge dividends to our credit union." Stiff, who passed away in 2022 after a brief battle with acute myeloid leukemia, is remembered through the Eric Stiff Heart of Service Award and Memorial Scholarship, which has honored outstanding LDI graduates for the past two years.

Their LDI experience

Leaders from both credit unions found the program exceeded their expectations. Members CU saw LDI as a way to build a strong leadership foundation. "LDI surpassed my expectations so much, we could not have asked for a more impactful start to our journey," Donley said.

Greenville FCU emphasized the practical tools and strategic thinking LDI fostered. "We expected our leaders to be challenged to think differently—with greater intention—and the program consistently met and often exceeded those expectations," Grooms explained.

Influence on leadership and culture

LDI helped both credit unions reinforce their culture and leadership practices. "LDI allowed the reinforcement of what we were doing with our culture and helped us cement our ‘Why’ not only in leadership, but throughout the entire credit union," Donley noted.

For Greenville FCU, the program strengthened alignment with mission and values, enhancing employee coaching, retention, and innovation. "Our leadership team has a deeper appreciation for the role culture plays in everything we do," Grooms said.

Long-term effects

Both credit unions highlighted lasting benefits for graduates. Members CU leaders gained confidence, broader conceptual thinking, and insights into effective leadership. "LDI has provided many things to our graduates: understanding what is and is not a good leader, how to lead and how not to lead," Donley explained.

Greenville FCU shared retention and career growth outcomes. "Ninety percent of the leaders who’ve completed LDI have stayed with our credit union, and several have been promoted into higher roles," Grooms noted.

Advice for other credit unions

Both credit unions encourage investing in leadership development. "Do what it takes to find the time and money to invest in your leadership team and send them to LDI," Donley said. "It will pay you and your credit union back many times over."

Grooms added, "Develop a strategy to prioritize who you are going to send to LDI and plan it out."

Looking back over a decade

Reflecting on LDI’s first 10 years, both credit unions shared pride in being part of the program’s foundation. "It has been so cool to be a part of something that started with the promise of such potential and see it succeed beyond what any of us could have imagined," Donley said.

Grooms echoed that sentiment: "It’s been an incredible journey, and we’re proud to have been part of the foundation—helping shape and celebrate the LDI program from the very start."

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Applications are being accepted now through Dec. 19 for the 2026 program. Visit www.carolinasleague.org/ldi to learn more and apply. In addition, grants to reduce tuition costs are available for credit unions with assets of $100M or less through the Carolinas Credit Union Foundation.  Learn more here.