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News Archive

Industry leaders interpret the hottest issues facing CUs at Roundtables

 

The League's fall CEO Roundtables have something credit unions of every size need most: insights on improving income and exams for small credit unions, and advice on the increasingly challenging areas of technology and enterprise risk management for large and mid-size credit unions. Presenters with decades of experience serving hundreds of credit unions in the U.S. and internationally will outline your steps to remain competitive and you'll have the opportunity to pose your thoughts and questions as part of the facilitated peer discussions.

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Mark Sievewright

For the Large and Mid-size Roundtables – taking place Oct. 25-26 and Nov. 1-2, respectively, at the Grand Geneva Resort in Lake Geneva – we've lined up two information-packed presentations:


  • Staying relevant & becoming prevalent – a futuristic view of the credit union movement & its potential. Mark Sievewright – who oversees data and info processing for one third of U.S. credit unions and a growing number of international clients – will share his predictions for the future of the credit union movement plus strategies for your credit union to remain relevant. Mark is a respected industry thought leader with more than 30 years of financial services industry experience who has worked closely with credit unions, state leagues and associations as well as national and international associations such as CUNA and the World Council of Credit Unions (WOCCU). He has also held leadership roles in London, Brussels and for TowerGroup, a leading technology research and advisory firm for the financial services industry. His many years of experience helping clients develop and execute business growth strategies will be critical insights to inform your operations and strategic planning.

  • Enterprise Risk Management. Regulators are taking a harder look at how credit unions manage all areas of risk. Enterprise risk management refers to the need for credit unions to have processes in place as well as a culture that proactively identifies, measures and manages risk to ensure credit unions seize opportunities and adjust to negative events. You'll learn how to leverage risks to improve your financial returns, evolve despite risk concerns and continually improve your risk management. Greg Schwartz, CPA, CMA of CliftonLarsonAllen LLP will address the Large CU Roundtable and Ann Davidson of CUNA Mutual Group will address the Mid-size Roundtable.

 

The Small Credit Union Roundtable – taking place Oct. 18 at the Blue Harbor Resort in Sheboygan – will focus on building income through your plastic program, a discussion led by Tara Koplien of the Illinois Services Corp., and improving your exam preparations and responsiveness, facilitated by Steve Callaway of the Office of Credit Unions. League President & CEO Brett Thompson will also provide updates on state and national issues affecting the movement. Registration for this session is just $20, thanks to sponsorship from CUNA Mutual Group and The W.C.U.L. Services Corp.

 

Register today! Questions? Contact Judy Phillips at (262) 408-6020.


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