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PAST EVENTS
Sheraton Portsmouth Harborside Hotel – Portsmouth, NH
- Friday, May 12, 2023
The New England Financial Executives Council (NEFEC) presented our Spring Education Event for 2023: Fraud Risks within the Financial Services Industry
FEATURED PRESENTERS
- Andy Drewer, FBI Special Agent
- Rebekah Higgins, Synergent
Double Tree Suites by Hilton – Boston, MA
- Thursday, Sept 29 - Friday, Sept 30
The New England Financial Executives Council (NEFEC) and Credit Union Executive Society (CUES) New England Council are excited to announce their first joint event. We are presenting 3 top shelf speakers over a day and half of meetings.
FEATURED PRESENTERS
- Curt Long, Economist for NAFCU
- Laurel Farrer, Founder and CEO of Distribute
- Patrick Sells, Chief Innovation Officer, NYDIG
Saltwater Grille, South Portland, ME
- FRIDAY, MAY 20
The Council hosted its first in-person event since the Fall of 2019. We welcomed Frank Farone from the Darling Consulting Group who provided some very timely commentary on Navigating Through a Fed Tightening Cycle: Strategies to Consider and Avoid.
FEATURED PRESENTER
- Frank Farone, Managing Director, Darling Consulting Group (DCG)
Virtual Zoom event hosted by Synergent
- TUESDAY, SEPTEMBER 14
The Council hosted its first virtual event. The Zoom meeting was hosted by Synergent. The Council brought two of the industries most respected speakers to the Zoom meeting, Mike Moebs and Dennis Dollar.
FEATURED PRESENTERS
- Michael Moebs, Economist and CEO, Moebs $ervices, Inc.
- V. Proesel, Director Operations, leading the Client Services Team and Client Development Teams at Moebs $ervices
- Dennis Dollar is the principal partner in Dollar Associates, LLC
Inn by the Sea, Cape Elizabeth, ME
- MONDAY, NOVEMBER 11
The fall 2019 conference addressed one of the biggest challenges that organizations face; hiring and retaining quality employees. Two speakers presented; Janie Warner and Laura Canton.
FEATURED PRESENTERS
- Janie Warner, MS-HRM, SHRM-SCP National HR Practice Leader - McGriff Insurance Services
- Laura Caton - Cornerstone Group
America’s Credit Union Museum, Manchester, NH
- FRIDAY, MAY 10
Liquidity was the focus of the spring 2019 event with a great presentation from Keri Crooks of the Darling Consulting Group in addition to an afternoon panel discussion with several industry experts.
FEATURED PRESENTERS
- Keri Crooks Managing Director at Darling Consulting Group
- Panel Discussion on Liquidity
York Harbor Inn, York, ME:
- FRIDAY, NOVEMBER 16
With upcoming changes to the accounting requirements for credit losses speakers from Visible Equity and FARIN Financial Risk Management provided content to help credit unions get ready for the new standards.
FEATURED PRESENTERS
- Ian Dunn, EVP of Product nCino
- Rob Newberry, SVP & Client Management Specialist FARIN Financial Risk Management
Harraseeket Inn, Freeport, ME
- FRIDAY, MAY 4
There were two distinct topics for the spring 2018 conference; Cybersecurity and Leadership. In addition to great content provided on those two topics CUNA’s Mike Schenk also presented on the economic outlook and current credit union operating environment.
FEATURED PRESENTERS
- John H. Rogers, CISSP Director of Advisory Services - Sage Data Security
