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Wisconsin Credit Union Foundation

Small Credit Union CEO Roundtable

Don’t miss this popular event that is specifically geared for the needs of credit unions up to $50M, positioning them for success.

Oct 17, 2019 08:30 AM   -­­  Oct 17, 2019 04:00 PM
Wilderness Territory

45 Hillman Road

Wisconsin Dells

For More Information



Type of Event
In Person

Who Should Attend
  • Leadership
  • Board Governance
  • In-Person
  • Feature
  • Executive Management



Be sure to join us to hear from Kim Santos, Director of Office of Credit Unions for a regulatory update and more!

Download the agenda >>


8:30 am – 9:00 am
Registration & Continental Breakfast 

9:00 am – 10:00 am
Welcome & Opening Remarks

Brett Thompson, President & CEO | The League

Explore how current issues impact Wisconsin’s small credit unions.

10:00 am – 10:15 am

10:15 am – 11:45 am 
A Regulator’s Perspective on Credit Union Issues

Kim Santos, Director | Office of Credit Unions
Lynn Keitel, Financial Examiner Supervisor | Office of Credit Unions
Marggie Coan, Supervisory Examiner for Region 2 | Office of Credit Unions

Meet your regulators and hear what issues could impact your credit union in 2019 and beyond.

Learning Objectives

  • Get an overview of the status of credit unions in Wisconsin and emerging trends
  • Learn about hot topics and issues in the credit union industry
  • Discover how these trends and issues may impact your credit union and assist in preparing for your next state exam
  • Get the answers to your questions, as there will be time for Q&A with your supervisory examiner

11:45 am – 12:30 pm
Lunch ​

12:30 pm – 1:30 pm
Understanding the Community You Serve

Josh Roberts, CCUE, CUDE, VP of System Collaboration & Development | The League

In this session we will discuss how our perceptions of our communities differ from the realities of our communities. Once you know the unique needs and demographics of the areas we serve, it can be easier to understand your current and potential members’ needs. 

1:30 pm – 1:45 pm
Break ​

1:45 pm – 4:00 pm
Roundtable Discussion

Josh Roberts, CCUE, CUDE, VP of System Collaboration & Development | The League

Tap into the collective wisdom of Wisconsin’s other small credit union CEOs. Bring your challenges and listen to solutions and best practices. Your input drives the discussion topics, so please submit topics in advance.

4:00 pm
Adjourn ​


Marggie Coan, Supervisory Examiner for Region 2 | Office of Credit Unions

Marggie has been with the Office of Credit Unions since 2012. She was a field examiner in Region 2 and was recently promoted to the position of Supervisory Examiner for Region 2.

Lynn Keitel, Financial Examiner Supervisor | Office of Credit Unions

With over 20 years’ experience as a financial regulator Lynn has extensive experience in Asset/Liability & Liquidity Management, accounting and regulatory compliance. As a Financial Examiner Supervisor, Lynn cultivates and trains new examiners. She also monitors and works with credit union management within her region to address troubled areas of operation identified at our examinations.

​Josh Roberts, CCUE, CUDE, VP of System Collaboration & Development | The League

Josh is responsible for promoting credit union service and outreach, fostering opportunities for growth and leading The League’s development program for Wisconsin's young credit union professionals, the YP Network. Josh also consults with credit unions statewide on budgets, accounting issues, strategic and board planning and any number of operational issues affecting their outreach and success.

Kim Santos, Director | Office of Credit Unions

Kim has been with the OCU since 1992. She started as a field examiner in the Wausau territory and has also held the positions of Advanced Examiner, Supervisor and Chief Examiner. Kim was appointed to the Director position in April 2013. In her role of Director, Kim leads the OCU and is also active in NASCUS as a board member and participant on various committees and credit union initiatives.​


Wilderness Territory
45 Hillman Road, Wisconsin Dells, WI 53965
p: (800) 867-9453

Room block expires: September 13, 2019

Rate: $109.00 plus taxes and resort fees


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