AGENDA:
8:15 AM – 9:00 AM – Registration/Breakfast
9:00 AM – 10:00 AM - Investment Off Ramps to Avoid: All That Glitters is Not GoldAs investment professionals, we are often told to be active and diversified. However, not all investment instruments deserve your attention. After discussing the economic light at the end of the tunnel, VolCorp’s Phillip Cochran, CIO, and Cassie Fivecoat, Investments Representative, will discuss various investment options that may not offer what they claim.
10:00 AM – 10:30 AM - Break
10:30 AM – 11:30 AM - Organizational Culture: It’s a Journey, Not a DestinationBuilding a better organizational culture is foundational to a thriving workplace. Jeff Dato, EVP and COO, and Phillip Cochran, CIO, share VolCorp’s continuing journey on culture enhancement.
11:30 AM – 12:00 PM – Break
12:00 PM – 1:00 PM – Lunch
1:00 PM - 5:00 PM – A Day at the Races
While managing VolCorp’s investment portfolio and liquidity, Phillip 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 was named Chief Investment Officer in 2010, and Senior Vice President in 2016. 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.
Jeffrey (Jeff) M. Dato, ERM Fellow, MBCP is the Executive Vice President and Chief Operating Officer for VolCorp, overseeing Human Resources, Administration, Enterprise Risk, Information Technology, Business Development, Marketing & Communications, and Operations. He has been involved in Risk Management for over 30 years, starting as Crestar Bank’s (now Truist) first full-time contingency planner in 1989.
Mr. Dato is a graduate of the College of William and Mary (BBA – Accounting and Finance), earned the ERM Fellow designation from North Carolina State, and achieved the Master Business Continuity Professional (MBCP) certification from DRI International. Jeff has been married to his wife, Wynette, for 29 years, and blessed with four grown children.
Cassie has been a member of VolCorp’s investments team for over six years now and is one of two licensed sales reps on staff. She joined VolCorp in 2008 and served as the Director of Marketing and Product Development before making the move to Investments. In this position, she was responsible for the development and implementation of strategic marketing initiatives as well as the research of new products and services. Cassie also has extensive experience with facilitating strategic planning sessions for member credit unions as well as the preparation of applications for charter conversion or expansion.
Cassie has a Bachelor of Science in Business Administration (B.S.B.A.) degree with an emphasis in Management from the University of Tennessee Martin and holds FINRA Series 7 and 63 securities licenses. In her free time, she is either traveling to see a new national park or watching her daughter live her best equestrian life!
Questions about this event? Please contact: [email protected].
Yes, it's okay to send me text messages including confirmations, changes, updates, and/or promotions. Message frequency varies. Message and data rates may apply. View our terms of service & privacy policy.
I authorize you to debit my VolCorp account for all Forum registration fees included in this registration form.(Payment by credit card or check is also available below.)
