SCMS Mid-Year

Read ALL Information Carefully

2019 Mid-Year Dates:  March 21-22

Registration is Closed - Special Bonus Opportunity: 2019 SCMS ALM Tools & Techniques Workshop

  • Date: March 20 (9 am - 4 pm)
  • Target Audience: SCMS Cl of 2019 & 2020 students
  • Minimum 15 registered by February 22 for the Worhsop to make
  • Tuition: $199 per person (includes lunch)
  • Location: DoubleTree Hotel near the Galleria (same location as Mid-Year Classes)
  • Click here for more informaiton.

All Class of 2019 & 2020 Students

  • Mid-Year Class Schedule 
    • Class of 2019 - See additional information below.
    • Class of 2020 - Bring your working outline. John will be available to review it on site.
  • Location - DoubleTree by Hilton Dallas Near the Galleria.
    Make your sleeping room reservation before February 20 to get the group rate of $131.
    • Group Name: Cornerstone Credit Union League 
    • Group Code: CCU
    • Use this link to register on line - Phone Number 972.419.7607
      • Hotel will honor special group rates pre and post Mid-Year schedule, subject to availability.
      • If arriving prior to March 20 or departing after March 22 - call the hotel to get the group rate. 
  • Bring a copy of your core manual to counseling & classes.
  • Dress is casual - temperatures vary. (Hint: Dress in layers!)
  • Let Lori know if you have any dietary needs or other special needs.
  • Watch for communications from your class officers for any information about possible class meetings.

Additional Information for SCMS Class of 2019

  • See the schedule links below for both of your pre-assigned (required) appointments. Once you arrive at the hotel, please check in at the registration area. Appointments may change on site.
  • Send your credit union's December 31, 2018 NCUA 5300 Call Report and a copy of your Project Outline via regular mail or email to the ALM team no later than February 22 to allow time to produce a year-end KRR (Key Ratio Report) for use during your Financial Management counseling session.  If you do not have access to your Call Report, contact your CEO, CFO, or Accounting Manager to get a copy.
  • Bring with you to your Financial Management Counseling and Projection Sessions:
    • Any completed work or ideas specific to the development of the Financial Management SI as well as a copy of the project outline. 
    • Your credit union’s December 31, 2018 Call Report.
    • Your log in and password to access the Projections program in Cornerstone Credit Union League’s Citrix Sharefile Portal at (as provided by ALM in class last summer).  Let Vicki know if you have any challenges with accessing Sharefile.
    • You are encouraged to bring your own notebook/laptop to the projections lab.
TCU Neeley School of Business

Thank You 2019 Sponsors

Academic Fellow

CUNA Mutual GroupCredit Union Resources, Inc.Catalyst Corporate FCU

Academic Patron

Cornerstone Credit Union League

Educational Sponsor

Cornerstone Credit Union Foundation

Friends of SCMS

American Airlines FCU
Arkansas FCU
Blalack & Williams, PC
Bossier FCU
Callahan & Associates, Inc.
Credit Union of America
CU Direct

DiverCity Solutions
Federal Reserve Bank of Dallas
InTouch CU
JRF Consulting Services, LLC
Las Colinas FCU
Neighbors FCU
On the Mark Strategies

Red Crown FCU
Sievewright & Associates
South Carolina FCU
Southwest Louisiana CU
Tarrant County's CU
Tinker FCU
Vantage West CU