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Wisconsin's Credit Unions Unite for Good
Wisconsin Credit Union Foundation

Midsize Credit Union CEO Roundtable

Interact face-to-face with other mid-sized Wisconsin credit union CEOs in an informal setting, designed to optimize knowledge sharing and networking.

Aug 29, 2019 08:30 AM   -­­  Aug 29, 2019 04:00 PM
CT
Location
Wilderness Territory

45 Hillman Road

Wisconsin Dells
,
WI
53965


For More Information


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Type of Event
In Person

Who Should Attend
  • Hemp and CBD products
  • In-Person
  • Feature
  • Executive

Register

Description

Download the Agenda >>

Registration

8:30 am – 9:00 am

Welcome & Introductions

9:00 am

World Council of Credit Unions – Our Global Connection

9:15 am – 10:15 am 

Ann Heiden, Director of Donor Relations | World Council of Credit Unions

The World Council of Credit Unions is our Movement’s global connection and impact. Learn about how the work that the WOCCU does in advocacy, policy development and working with central banks around the world impacts policy and regulation in the United States.

Learning Objectives

  • Learn about the development work WOCCU does in other countries and how you personally can be a part of these projects that help promote economic development
  • Discover what the Global Women’s Network is doing and the impacts it is making worldwide
  • Find out how you and your credit union can get involved in the only credit union organization that promotes, connects and develops the credit union movement’s mission and values worldwide.

Break

10:15 am – 10:30 am

Serving Hemp & CBD Businesses in Wisconsin

10:30 am – 11:45 am

Paul Guttormsson,VP Legal & Compliance | The League 
John Engel, Director of Legal Affairs | The League

We’ll review the current legal landscape in Wisconsin for serving hemp and CBD businesses.

Learning Objectives

  • Discover what's legal under Wisconsin law
  • Find out what's legal under federal law
  • Learn about FinCEN's guidance on marijuana-related businesses
  • Receive due diligence tips

Lunch

11:45 am – 12:45 pm

Roundtable Discussion

12:45 pm – 3:30 pm

Brett Thompson, President

Your input drives the discussion content, please submit topics in advance.

Adjourn

3:30 pm

Speakers

John Engel, Director of Legal Affairs | The League

John has been assisting Wisconsin credit unions with compliance, policies and procedures for more than 20 years. When credit unions call The League for compliance guidance, it’s often John who answers.

Paul Guttormsson,VP Legal & Compliance | The League

Paul drafts regulatory comment letters on behalf of credit unions, helping to shape regulations that affect credit union operations, income and member service. He also supervises The W.C.U.L. Services Corp.’s Compliance Specialist Program, which deploys shared employees among Wisconsin credit unions to provide hands-on support for their compliance efforts. Paul also supports The Legal Affairs team with telephone and email assistance to credit unions as well as research and analysis to develop The League’s ii releases. He’s also a frequent presenter for League compliance roundtables
and webinars.

Ann Heiden, Director of Donor Relations | World Council of Credit Unions

Ann joined the Worldwide Foundation for Credit Unions (WF), the official gift-receiving and grant-making arm of the World Council, as the Director of Donor Relations in 2017. With more than 15 years of non-profit management experience focused on fundraising operations and corporate sponsorships in industries covering health, education and community. She also performs prospect identification, cultivation, solicitation, stewardship and closing of major gifts from credit unions, vendors, individuals and non-traditional supporters. Ann previously served as the Executive Director of the Community Foundation of Southern Wisconsin where she oversaw the financial performance of $50 million in funds.  

Lodging

Glacier Canyon Lodge - Wilderness Hotel
45 Hillman Road
Wisconsin Dells, WI 53965
p: (800) 867-9453

Room block expires: July 29, 2019
(mention Wisconsin Credit Union League at Glacier Canyon Lodge, Leader #744868)

Rates: $109 single/double/triple, plus tax

Investment

$219 | Early bird before July 29, 2019 
$249 | Regular

Sponsor

CUNA Mutual Group Logo