RKL's Credit Union Seminar

RiverCrest Golf Club and Preserve
100 Rivercrest Drive, Phoenixville, PA 19460

Tuesday, November 3, 2026
8 a.m. - 3:30 p.m.
Fee to attend: $150 (through September 30)
$175 starting October 1
Note: separate registration/payment must be made for each attendee.

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. 

Plus, don’t miss the extended keynote by the renowned Lee Wetherington, delivering powerful takeaways you can put into action. Reserve your seat today and gain the insights and practical strategies your credit union needs to move forward with confidence. 

Agenda:

8 - 8:50 a.m. – Registration, networking, and hot breakfast buffet

8:50 - 9 a.m. – RKL welcome, Barry Pelagatti, Partner, RKL

9 - 10:30 a.m. –  5 Years Forward: Strategy From the Future Backwards, presented by Lee Wetherington, Senior Director of Corporate Strategy, Jack Henry (1.5 Specialized Knowledge CPE credits)

Strategy is best done from the future backwards. What will credit unions look like five years from now? How will stablecoins, agentic AI and dysregulation impact the evolution, distribution, and consumption of financial services? Will the value of your charter increase or diminish over the short-, mid-, and long-term? What does the emergence of a hybrid fiat-crypto monetary ecosystem mean for your credit union? Join Lee for a long view on the future of financial services and what opportunities/threats that future presents now, soon, and later. Attendees of this session will be able to:

• Identify key trends shaping credit unions over the next five years.

• Evaluate the impact of stablecoins, agentic AI, and regulatory change on financial services.

• Assess strategic opportunities and risks for credit unions in a hybrid fiat-crypto environment.

10:30 - 10:55 a.m. - Accounting and Auditing Update for Credit Unions, presented by Kimberly Karwath, Partner, RKL (0.5 Auditing CPE Credits)

This session will provide an update on the most significant accounting and auditing topics affecting the credit union industry in 2026. It will examine recently issued accounting and auditing standards, exposure drafts, and other regulatory and technical developments, highlighting key changes and their implications for financial reporting and audit execution. Attendees of this session will be able to:

• Identify recently issued accounting and auditing standards, exposure drafts, and other technical developments affecting credit unions.

• Explain the impact of these developments on financial reporting and future audits.

• Recognize emerging accounting and auditing issues affecting credit unions in 2026.

10:55 - 11:10 a.m. - Break

11:10 a.m. - 12 p.m. – The Next Generation of Wealth: Economic Insights and Member Retention Strategies, presented by Dave Morais, Partner/President, RKL Private Wealth, and Brandon Adams, Partner/Chief Investment Officer, RKL Private Wealth (0.5 Economics and 0.5 Communications & Marketing CPE credits)

As trillions of dollars shift to younger generations, credit unions face both a significant retention risk and a powerful growth opportunity. This session by RKL’s Private Wealth team will connect the great wealth transfer with a timely economic update, examining how shifting interest rates, inflationary pressures, and evolving borrowing needs are shaping member behavior and credit union opportunities. Attendees will explore practical strategies for strengthening relationships across generations, supporting wealth and business transitions, and delivering the high-touch service that distinguishes credit unions. Participants will leave with actionable ideas to retain assets, engage the next generation, and remain trusted partners through changing economic conditions. Attendees of this session will be able to:

• Assess how economic and wealth-transfer trends may affect member needs, asset retention, and credit union growth.

• Identify strategies for engaging younger generations and supporting intergenerational wealth and business transitions. 

• Apply a high-touch, relationship-focused approach to deepen member loyalty and retain assets across generations. 

12 - 1 p.m. – Lunch

1 - 1:50 p.m. –  Governing Innovation: Managing AI and Third-Party Risk, presented by Michael McAllister, Partner, RKL (1 Management Services CPE credit)

As credit unions adopt AI and increasingly rely on third-party providers, leaders must balance innovation and operational efficiency with data security, privacy, compliance, and reputational risk. This session will explore practical governance frameworks, acceptable-use policies, vendor risk tiering, due diligence, contractual protections, and ongoing monitoring practices that support effective oversight. Attendees will learn where common blind spots emerge and how to establish clear accountability across internal teams and external partners. The session will provide leaders with actionable strategies to support responsible innovation while protecting their institutions and members. Attendees of this session will be able to:

• Evaluate AI and third-party risks by identifying common data security, privacy, compliance, and operational blind spots associated with AI tools and vendor relationships.

• Establish effective governance and oversight practices through appropriate acceptable-use policies, accountability structures, vendor risk tiering, due diligence, and ongoing monitoring.

• Strengthen vendor-management decisions by incorporating contractual protections, risk-based monitoring, and other controls to mitigate institutional and member risk.

1:50 - 2:40 p.m. –  From Exposure to Action: Strengthening Fraud Risk Management, presented by Juliya Kofman Greenfield, Principal, RKL (1 Management Services CPE credit)

Fraud remains a pervasive and evolving threat across the financial services industry, making a proactive risk management strategy essential for every credit union. This session will examine the scope of today’s fraud landscape and the key elements of an effective Fraud Prevention Program. Attendees will leave with practical insights and tools to strengthen fraud controls and conduct comprehensive fraud risk assessments within their own organizations. Attendees of this session will be able to:

• Gain a better understanding of the pervasiveness of fraud in financial services.

• Understand and implement various elements of a Fraud Prevention Program.

• Conduct comprehensive fraud assessments in their own environments.

2:40 - 3:30 p.m. –  Strengthening Governance Alignment: Practical Strategies for Boards, Supervisory Committees, and Management, presented by Barry Pelagatti, Partner, RKL (1 Business Management & Organization CPE credit)

This session will explore how credit union boards, supervisory committees, and executive management can work together more effectively to strengthen corporate governance, improve risk oversight, and support strategic execution. Attendees will gain practical ideas for clarifying roles, enhancing communication, integrating enterprise risk management, and building a more aligned governance framework in an increasingly complex regulatory, economic, and technology environment. Attendees of this session will be able to:

• Clarify governance roles and responsibilities between the board, supervisory/audit committee, and management to reduce overlap, strengthen accountability, and improve decision-making.

• Identify practical ways to improve strategic and risk alignment, including shared dashboards, joint planning sessions, and integrated enterprise risk reporting.

• Recognize key governance priorities for the current environment, including liquidity, information security, fraud, vendor oversight, ACL, and succession planning.

3:30 p.m. – Closing remarks

Questions? Email info@rklcpa.com

CPE INFORMATION

• CPE: Earn up to six hours of CPE credits in the fields of Specialized Knowledge (1.5), Auditing (0.5), Economics (0.5), Communications & Marketing (0.5), Management Services (2), and Business Management & Organization (1). 
• Cancellations: Cancellations are requested by October 20, 2026.
• Refunds: Refunds will be issued to those submitting a written cancellation to Lindsey Chretien at LChretien@rklcpa.com no later than October 20, 2026. No other refunds will be issued, including for "no-shows".
• Prerequisites: None | Advanced Preparation: None | Program Level: Basic | Delivery Method: Group-Live 

For information regarding our complaint policy, contact RKL’s People Operations 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.