register today!
Event Information
Catch the Momentum at VolCorp’s FORUM26!!
Once again, both in-person and virtual attendance will be available. Virtual attendees can participate in the Forum while remaining at home or in the office, saving travel time and expenses. We have created convenient online registration forms to register for FORUM26, as well as all the activities.
event
information
event information
event information
For more information:
Volunteer Corporate Credit Union
2460 Atrium Way, Nashville, TN 37214
(615) 232-7900, (800) 470-3444, Ext. 3
[email protected]
Register for FORUM26
We have created convenient online registration forms to register for FORUM26, as well as, the activities which include: VolCorp’s Annual Meeting, PopStroke, and CU4Kids Golf Tournament.
VIRTUAL ATTENDANCE AVAILABLE
Once again, both in-person and virtual attendance will be available. Virtual attendees can participate in the Forum while remaining at home or in the office, saving travel time and expenses while still benefiting from the content provided by FORUM26 presenters.
Look for the Virtual Forum option on the registration form.
RESERVE HOTEL ROOM
Attendees are responsible for booking their own hotel rooms.
Overnight accommodations are available at the Embassy Suites by Hilton Nashville Downtown Convention Center. Reservations must be made no later than Friday, July 31, 2026. Availability and rate are not guaranteed after that date. Room rates are $279/night. Check-In: 4:00 p.m.; Check-Out: 11:00 a.m. To reserve a room online, please visit Embassy Suite’s website (link below).
who’s speaking?
Christina Adkison
ALM Assumptions
Tyler McNair
Risk without Borders: Managing Risk Across the Enterprise
Christina Adkison
Common, and often Avoidable, Call Report Errors
Phillip Cochran
Cassie Fivecoat
The VolCorp/v-Portfolio Advantage
Ashley Harris, TransFund
Bridging Fraud, Security, and Customer Experience
Cody Lee
Cybersecurity: It’s Not Just a Compliance Checklist
speakers
speakers
speakers
SPEAKERS
Christina Adkison
ALM Assumptions
This session will provide information on how to make your ALM model relevant to the behavior and of your credit union through using specific assumptions, instead of model defaults.
Christina Adkison leads Symphony with a love for the credit union industry and a mission for helping those who work within it. Serving in a dual role since 2021, including her position as Chief Experience Officer of VolCorp, Christina came to the company with 25 years of credit union experience. Her primary experience coming from controller, project management, and CFO positions, Christina also had the opportunity to lead 10 merger and 2 purchase/assumption projects: giving her the ability to learn all aspects of operating a credit union.
Christina graduated with an accounting degree from Middle Tennessee State University in Murfreesboro, TN in 1994, obtaining her Certified Public Accountant license in 1996. She’s been married to her high school sweetheart, Brian, for almost 30 years. Now an empty nester, she plans to add to her free time not spent with her daughter and two dogs – Phoebe Louise and Millie Rose – by travelling and seeing new places.
Tyler McNair
Risk without Borders: Managing Risk Across the Enterprise
In today’s environment, risk no longer respects organizational boundaries. It moves quickly across functions, technologies, and geographies—often outpacing the structures designed to manage it. Yet many organizations still approach risk in silos, limiting visibility, slowing response, and leaving leadership without a clear, unified view.
This session explores the modern reality of risk and outlines a practical path toward a more connected, enterprise-wide approach. From establishing a strong foundation in enterprise risk management (ERM) to centralizing risk functions and strengthening board-level reporting. Attendees will walk away with a clear understanding of how today’s risk landscape is shifting and actionable insights to evolve their current risk management program.
Tyler McNair brings an extensive background of technology and security training to his everyday responsibilities as VolCorp’s Chief Risk Officer. Certified as an Information Systems Security Professional (CISSP), Information Security Manager (CISM), Business Continuity Professional (CBCP), and in Risk and Information Systems Control (CRISC), Tyler has been instrumental in developing VolCorp’s own security awareness training program, bringing a similar focus to Symphony customers looking for their own renewed concentration on enterprise risk-related strategies.
Tyler is an MBA graduate from Middle Tennessee State University in Murfreesboro, TN and now sits on the ERM Initiative Advisory Board within North Carolina State’s Poole School of Management.
Christina Adkison
Common, and often Avoidable, Call Report Errors
This session will focus on several common Call Report Errors per NCUA Regulators and how to prevent them going forward.
Christina Adkison leads Symphony with a love for the credit union industry and a mission for helping those who work within it. Serving in a dual role since 2021, including her position as Chief Experience Officer of VolCorp, Christina came to the company with 25 years of credit union experience. Her primary experience coming from controller, project management, and CFO positions, Christina also had the opportunity to lead 10 merger and 2 purchase/assumption projects: giving her the ability to learn all aspects of operating a credit union.
Christina graduated with an accounting degree from Middle Tennessee State University in Murfreesboro, TN in 1994, obtaining her Certified Public Accountant license in 1996. She’s been married to her high school sweetheart, Brian, for almost 30 years. Now an empty nester, she plans to add to her free time not spent with her daughter and two dogs – Phoebe Louise and Millie Rose – by travelling and seeing new places.
Ashley Harris, TransFund
Bridging Fraud, Security, and Customer Experience
Traditional fraud prevention has focused on analyzing transactions for suspicious signals, but this approach is increasingly insufficient. Modern fraud often occurs before a transaction takes place, targeting identities through account takeovers, synthetic identities, phishing, and social engineering scams. As a result, identity—not transactions—has become the primary attack surface.
An identity-first approach shifts fraud prevention toward continuous identity trust, using behavioral patterns, device consistency, contextual signals, and identity relationships to assess risk in real time. This enables organizations to detect fraud earlier, reduce false positives, and intervene more precisely—often before financial loss occurs.
By elevating identity to a strategic asset, organizations can better align fraud prevention, security, and customer experience, while also protecting legitimate users who may be manipulated into authorizing fraudulent actions. The future of fraud prevention lies in understanding and safeguarding identity across the entire customer journey, not just at the moment of a transaction.
Previously serving as Manager of Projects and Conversions, Ashley successfully led complex, enterprise-level implementations and became a trusted partner to clients navigating high-stakes changes.
Throughout her career, she has built deep expertise in the EFT ecosystem, collaborating closely with network brands, core processors, and financial institutions. This comprehensive industry knowledge—combined with her strong customer service background—enables her to deliver exceptional project leadership, client experience, and strategic guidance that differentiates TransFund in the marketplace.
In her current role, Ashley oversees initiatives that position TransFund to anticipate evolving client needs and strengthen the company’s competitive edge. Her proven track record, passion for innovation, and unwavering commitment to the customer experience make her an invaluable member of the TransFund leadership team.
Phillip Cochran
Cassie Fivecoat
Phillip Cochran, Cassie Fivecoat
Investments: The VolCorp/v-Portfolio Advantage
Final content for this presentation is currently in development.
About Phillip...
While managing VolCorp’s investment portfolio and liquidity, Phillip Cochran, Chief Investment Officer, also directs the marketing, sales, analytics, accounting and support functions of all VolCorp investment services to both client credit unions and client corporate credit unions. Joining VolCorp in August of 2004, Phillip has served in the Consulting Department as well as the Investment Department. He also sits on the CU Investment Solutions LLC Board of Managers. Prior to joining the corporate, Phillip was an investment manager at a private investment firm in the Nashville area.
Phillip is also a veteran of the United States Marine Corps. Phillip has a Bachelor of Business degree, with a focus in finance, from Belmont University, a Masters of Science of Accounting from Maryville University and holds FINRA Series 7 and 63 securities licenses.
About Cassie...
Cassie Fivecoat, Investments Representative, has been with VolCorp since 2008 and currently serves on the investments team as one of two licensed sales representatives. She previously led Marketing and Product Development, overseeing strategic initiatives, new product research, and member credit union planning, including charter conversions and expansions.
She holds a B.S.B.A. in Management from the University of Tennessee Martin and maintains FINRA Series 7 and 63 licenses. Outside of work, she enjoys visiting national parks and supporting her daughter’s equestrian pursuits.
Cody Lee
Cybersecurity: It’s Not Just a Compliance Checklist
Cyber threats continue to evolve in both sophistication and impact, making a compliance-only approach increasingly insufficient. Cybersecurity: It’s Not Just a Compliance Checklist helps you understand today’s most common threats, including phishing, ransomware, social engineering, and vendor risk - and highlights why true resilience requires more than checking regulatory boxes. Cybersecurity is more than an IT function or an audit requirement - it is a critical business priority that directly impacts member trust and organizational stability.
This session will reframe cybersecurity as an enterprise-wide responsibility, relevant to every role within the credit union. Attendees will leave with clear, actionable steps to help their credit union move from a reactive, checklist mindset to a proactive, organization-wide approach to cybersecurity.
Cody Lee, Information Security Officer, is an experienced IT and Cybersecurity professional with more than 20 years of experience. Cody graduated from Trevecca Nazarene University in 2016 with a degree in Management and HR. When he's not working, he loves coaching little league baseball, hiking, camping, or traveling with his family.
Jon Acuff
From Start to Finish: How to Give Yourself the Gift of Done
Kim Vance
Employment Law Updates
Elliot Eisenberg
The Economic Forecast
Karen Clabough
Evaluating Fintechs
Sharon Kirby-Wright
Veep: Earned Wage Access (EWA) Unpacked
Kian Sarreshteh
A Practical Guide for Evaluating Your Credit Union’s Stablecoin Strategy & Roadmap
Seema Sheth
Understanding the Federal
Reserve: From Framework
to Function
featured
speakers
featured speakers
featured speakers
SPEAKERS
Jon Acuff
From Start to Finish: How to Give Yourself the Gift of Done
According to a study conducted by the University of Scranton, 92% of resolutions fail. That’s a staggering number considering how important goals are to companies. You actually have a greater shot of getting into Julliard in New York City to be a ballerina than hitting your next sales goal.
Or your next budget reduction.
Or your next service rollout.
In every element of your work, goals matter. What if we could do some simple things to improve how often we finished what we started? What if we could complete the incomplete projects and tasks? What if we could get more done in a world of bottomless opportunities and endless distractions?
New York Times Bestselling Author Jon Acuff says you can. How does he know? Research, research and more research!
Jon suspected goal-completion was not luck or genetics. So, he commissioned a study with assistant professor Mike Peasley, PhD to test what it takes to turn a chronic starter into a consistent finisher. The research team analyzed 900 people over a six-month process as they worked on goals. The study resulted in a #1 Wall Street Journal Bestseller titled “Finish” and principles Acuff has taught to teams such as Walmart, FedEx and Nokia.
The good news is, you can learn to finish. It’s not a natural talent some people have and others do not. It can be taught.
Ever have an employee, team member or department almost finish something? Every wished you could complete more of the things you care about? It’s time to learn what it really takes!
Starting is fun, but the future belongs to finishers.
Kim Vance
Employment Law Updates
Final content for this presentation is currently in development.
M. Kim Vance is a prominent labor and employment attorney based in Nashville, Tennessee, known for representing management in workplace legal matters.
Elliot Eisenberg
The Economic Forecast
In this always entertaining and very informative presentation on the economy that frequently begins with a fun and fast moving “top ten list” Dr. Eisenberg discusses how GDP will perform, what interest rates will do, how the labor market will behave, how much firms will spend, how the residential housing sector and real estate in general will perform and how a whole host of other economic variables (including incomes, auto sales, savings rates, energy prices, exports, government spending and so on) are bound to impact the economy this year (no sugar coating), and why! Learn how to keep the (economic) forest in your view and not lose sight for the (data) trees!
Karen Clabough
Evaluating Fintechs
Final content for this presentation is currently in development.
Karen Clabough, VP, Products & Services, is an experienced Operations and Payments leader with more than 21 years at VolCorp. Karen graduated from Ole Miss in 2003 and later earned her MBA from the University of Memphis in 2018. When she’s not working, she loves traveling, hiking, or kayaking.
Sharon Kirby-Wright
Veep: Earned Wage Access (EWA) Unpacked
Earned Wage Access (EWA) has been part of the U.S. landscape for more than 16 years—but the model is rapidly evolving. In 2025, Chime highlighted a major shift: growth is now being driven by financial institutions, not employers.
Recognizing this change, VolCorp partnered with Veep in late 2025 as demand for financial wellness solutions surged—particularly real‑time access to pay, now the most requested benefit among U.S. workers. Credit unions offering anytime pay access are seeing measurable gains in younger member acquisition, stronger retention, and deeper engagement across their membership base.
With hands‑on EWA experience dating back to 2019, Sharon Kirby‑Wright shares key lessons from the U.S. market and outlines how credit unions can stay ahead of the curve by embracing this evolving benefit.
Sharon Kirby-Wright has over seven years of fintech experience following a successful media career. She has built and led teams across the UK, Europe, US, and Canada and is recognized as a global expert in Earned Wage Access and strategic partnerships. A sought-after speaker on financial inclusion across the United States.
Kian Sarreshteh
A Practical Guide for Evaluating Your Credit Union’s Stablecoin Strategy & Roadmap
Stablecoin is arguably the hottest buzzword in fintech right now. There is a lot of conflicting information in the market, with self-serving companies pushing their own agendas, that don’t fully contemplate the realities of Credit Unions. This session will help guide your CU through a practical framework of if, when and how to think about offering stablecoins and/or tokenized deposits to your members.
Seema Sheth
Understanding the Federal Reserve: From Framework to Function
Seema Sheth will provide a clear, big-picture look at the Federal Reserve—its structure, responsibilities, and role in shaping the U.S. economy. This presentation will explain how the Fed promotes financial stability, manages the flow of money and credit, and ensures a safe and efficient payment system. It will also highlight additional responsibilities such as serving as the U.S. Treasury’s fiscal agent, supporting community development initiatives, advancing economic education, and providing payment and settlement services to financial institutions. The session will give attendees a broader understanding of the many functions the Federal Reserve performs beyond its most visible roles.
Events & Activities
This year, in addition to some of the regular events like the Welcome Reception, VolCorp’s Annual Membership Meeting, CUWLA’s Breakfast, and the 17th annual Credit Unions for Kids Golf Tournament, we will have Pre-Conference Sessions on Monday, August 24, and on Tuesday night we’ll gather for a next-level mini-golf experience at PopStroke Nashville. Don’t miss out on this chance to have a great time with fellow attendees—secure your spot today!
event &
activities
events & activities
events & activities
Pre-Conference Sessions
Make the most of your FORUM26 experience by starting early with our new Forum Pre Conference. Designed for deeper exploration, this optional half-day experience delivers in depth sessions on timely and complex topics including:
- Asset Liability Management (ALM)
- Risk Management
- Investments
- Cybersecurity
- Call Reports
- Fraud
- Asset Liability Management (ALM)
- Risk Management
- Investments
- Cybersecurity
- Call Reports
- Fraud
- Asset Liability Management (ALM)
- Risk Management
- Investments
- Cybersecurity
- Call Reports
- Fraud
With six breakout sessions offered, you’ll choose the three that best align with your role and interests, ensuring a highly personalized and impactful learning experience before FORUM26 officially begins.
With six breakout sessions offered, you’ll choose the three that best align with your role and interests, ensuring a highly personalized and impactful learning experience before FORUM26 officially begins.
With six breakout sessions offered, you’ll choose the three that best align with your role and interests, ensuring a highly personalized and impactful learning experience before FORUM26 officially begins.
Welcome Reception
Join us on Monday, August 24th at 7:30 p.m. on the 30th level of the Embassy Suites hotel for stunning panoramic views of Nashville! Enjoy cocktails, hors d’oeuvres, and the breathtaking skyline as we spark connections, build energy, and set the momentum for an unforgettable FORUM26. We can’t wait to see you there!
Credit Union Women’s Leadership Alliance (CUWLA) Breakfast
On behalf of VolCorp and Symphony, as well as our shared support of the Credit Union Women’s Leadership Alliance (CUWLA), we extend a personal invitation to this year’s CUWLA Breakfast – in conjunction with FORUM26 – Tuesday, August 25, 2026, at 7:30 AM. We look forward to hearing another message from CUWLA Executive Director, Linda White, as she brings exciting updates on the continuing momentum behind this organization and the wonderful cause it represents – “empowering the women who power the movement.”
New to this year’s event, we’re proud to announce the 2026 CUWLA Breakfast is open to all female CEOs, those interested in joining CUWLA, and – in conjunction with CUWLA Rise – any female that reports directly to their respective CEO. CUWLA Rise is a new membership option aiming to recognize the leaders already making big decisions, managing teams, and shaping the future of their credit unions. More information about CUWLA Rise, including the opportunities of connection, learning, and mentorship it brings women leading from every seat, can be found by clicking here.
We also encourage you to find out more about CUWLA Connect – CUWLA’s annual conference for female CEOs (September 20-22 in San Antonio, TX) – by clicking here.
We look forward to seeing you at all of these outstanding events – including this year’s CUWLA Breakfast – as we find new ways to support this inspiring organization, and the unique support it brings the women of our industry, throughout the year.
CUWLA members, as well as those wanting to learn more about CUWLA, can register for FORUM26 and RSVP for the breakfast at FORUM26 Registration.
Exhibit Area
Wednesday, August 26, 2026, 8:00 – 10:00 a.m.
We know your time is valuable, so we’ve handpicked a group of preferred exhibitors for you to meet and explore on Tuesday and Wednesday. You’ll find them in the Foyer Area, where you can discover products, services, and solutions that could benefit your membership — all while making the most of your time away from the credit union.
VolCorp Annual Meeting
We invite you, your team, and staff to join us at VolCorp’s Annual Membership Meeting on Tuesday, August 25th at 11:00 a.m. in the Meadow Ballroom. It’s a great opportunity to hear about our achievements over the past year, where we’re headed in the future, and to learn the results of the board elections. We hope to see you there!
PopStroke
Keep the momentum going at PopStroke Nashville! Join us for a high-energy evening packed with great food, refreshing drinks, and nonstop fun in one of Nashville’s newest must-visit entertainment venues.
PopStroke delivers a next-level mini-golf experience with creatively designed courses that challenge and entertain players of every skill level. Whether you’re chasing bragging rights, celebrating a lucky shot, or just enjoying the friendly competition, the excitement keeps everyone in the game.
Beyond the greens, PopStroke brings the energy with a lively atmosphere perfect for connecting, laughing, and unwinding with fellow attendees. It’s the ideal setting to build new relationships, strengthen connections, and keep the FORUM26 momentum moving full speed ahead.
Grab your colleagues, bring your competitive spirit, and get ready for an unforgettable night of fun, networking, and entertainment!
Alcohol served; please drink responsibly. We want everyone to have a safe and fun time. If you need a ride after the event, please see a VolCorp employee for assistance.
FORUM26/CU4Kids Golf Tournament
VolCorp is pleased to continue its sponsorship of the Credit Unions for Kids Golf Tournament in Middle Tennessee. The golf tournament previously hosted by VolCorp during the Forum is now a part of the Credit Unions for Kids Tournament. As a corporate sponsor of the tournament, VolCorp helps support the Monroe Carell Jr. Children’s Hospital at Vanderbilt with others in the credit union community.
The 17th Annual Credit Unions for Kids Golf Tournament will take place on Thursday, August 27, 2026, at the Hermitage Golf Course with a 7:00 a.m. check in time, and 8:00 a.m. shotgun start.
Daily Agendas
See the entire three-day FORUM26 agenda at a glance including all the fun-filled activities, speaker presentations, VolCorp’s Annual Meeting, exhibit hall times, and more...
daily
agendas
daily agendas
daily agendas
DAY 1: Pre-Conference Sessions*
Monday, August 24, 2026
1:00 - 2:00 p.m.
Christina Adkison
ALM Assumptions
Riverbed A
1:00 - 2:00 p.m.
Tyler McNair
Risk without Borders: Managing Risk Across the Enterprise
Riverbed B
2:15 - 3:15 p.m.
Christina Adkison
Common, and often Avoidable, Call Report Errors
Riverbed A
2:15 - 3:15 p.m.
Ashley Harris, TransFund
Bridging Fraud, Security, and Customer Experience
Riverbed B
3:30 - 4:30 p.m.
Phillip Cochran, Cassie Fivecoat
Investments: The VolCorp/vPortfolio Advantage
Riverbed A
3:30 - 4:30 p.m.
Cody Lee
Cybersecurity: It’s Not Just a Compliance Checklist
Riverbed B
7:30 - 10:30 p.m.
Welcome Reception
The Overlook: 30th Floor
*Pre-conference sessions are available for a separate fee and in-person only.
DAY 2:
Tuesday, August 24, 2026
7:30 - 8:30 a.m.
Breakfast/Registration
Foyer Area
7:30 - 8:30 a.m.
Credit Union Women’s Leadership Alliance (CUWLA) Breakfast
Riverbed A/B
8:00 a.m. - 4:30 p.m.
Exhibit Hall Open
Foyer Area
8:25 - 8:30 a.m.
Opening Remarks
Wade Stapleton
Meadow Ballroom A/B/C
8:30 - 9:30 a.m.
Jon Acuff
From Start to Finish: How to Give Yourself the Gift of Done
Meadow Ballroom A/B/C
9:30 - 9:45 a.m.
Break/Exhibit Hall Open
Foyer Area
9:45 - 10:45 a.m.
Kim Vance
Employment Law Updates
Meadow Ballroom A/B/C
10:45 - 11:00 a.m.
Break/Exhibit Hall Open
Foyer Area
11:00 a.m. - 12:15 p.m.
VolCorp Annual Meeting
Meadow Ballroom A/B/C
12:15 - 1:15 p.m.
Lunch
Harmony
1:30 - 2:30 p.m.
Elliot Eisenberg
The Economic Forecast
Meadow Ballroom A/B/C
2:30 - 2:45 p.m.
Break/Exhibit Hall Open
Foyer Area
2:45 - 3:15 p.m.
Karen Clabough
Evaluating Fintechs
Meadow Ballroom A/B/C
3:15 - 3:45 p.m.
Sharon Kirby-Wright
Veep: Earned Wage Access (EWA) Unpacked
3:45 - 4:30 p.m.
Dessert Social
Foyer Area
7:00 - 9:00 p.m.
PopStroke (Meet in lobby @ 6:00 p.m.)
PopStroke Nashville
DAY 3:
Wednesday, August 25, 2026
7:30 - 8:30 a.m.
Breakfast
Foyer Area
8:00 - 10:00 a.m.
Exhibit Hall Open
Foyer Area
8:30 – 9:30 a.m.
Kian Sarreshteh
Stablecoin: What it Means for Credit Unions
Meadow Ballroom A/B/C
9:30 - 9:45 a.m.
Break/Exhibit Hall Open
Foyer Area
9:45 - 10:45 a.m.
Seema Sheth
Understanding the Federal Reserve: From Framework to Function
Meadow Ballroom A/B/C
10:45 - 11:00 a.m.
Closing Remarks/Evaluations
Meadow Ballroom A/B/C
DAY 4:
Thursday, August 27, 2026
7:00 - 8:00 a.m.
Breakfast for Golfers
8:00 a.m. - 1:00 p.m.
CU4Kids Golf Tournament
Hermitage Golf Course, Nashville