Past Meetings

    1. Forum Discussion

    2. Forum Agenda

    1. Forum Discussion

    2. Forum Agenda

    3. Missional Leadership Deck

    4. Caught Doing It Right - Recognition Tool

    1. Forum Discussion

    2. Forum Agenda

    3. New Beneficial Ownership Rules 2024

    4. Rounding Out Your MBL Program with a Commercial Lending CUSO

    1. Forum Discussion - Comply-YES

    2. Forum Agenda

    3. Compliance Considerations for Business Members

    1. Forum Discussion - Treasury Management Reporting

    2. Forum Agenda

    3. Resources for Deposit Strategy

    4. Treasury Management Reporting Deck

    1. Forum Discussion- CUSO and Common Fraud Prevention

    2. Forum Agenda

    3. Common Fraud Prevention Best Practices Deck
  • The Forum meets the 4th Friday of every month from 2:00 - 3:00P ET.