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Small Credit Union CEO Virtual Roundtable Series (<$50M)

Dec 03 11:00 AM - Dec 03, 2020 12:00 PM
Dec 03, 2020 11:00 AM - 12:00 PM
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Join us for the final small credit union virtual roundtable of 2020. Share your issues and concerns with your colleagues and get a brief update on the latest developments. Come prepared to have open discussion on topics most on your mind such as staffing, HR issues, re-opening (or closing) your lobbies, planning for 2021 and more.

This event is designed for credit unions with assets $50 million and below, however, all are welcome to join the conversation.

Agenda

Speakers

Josh RobertsJosh Roberts, Vice President of System Collaboration & Development | The League

Josh is responsible for promoting credit union service and outreach, fostering opportunities for credit union growth, and leading The League’s development program for Wisconsin's young credit union professionals, the YP Network. You can also find Josh helping Wisconsin's small credit unions with operational consulting and provides strategy assistance by facilitating Strategic Planning Sessions with credit union leaders, staff and boards.

Josh has more than 18 years of experience in the financial industry, having served credit unions as a vice president, controller, and compliance officer.  In fact, he joined The League’s YP program as a credit union employee and served previously as a member of the YP Advisory Board, a YP Advisor to the League Board, and a chapter president for the Metro Milwaukee Chapter of Credit Unions. He is a graduate of CUNA Management School (where he served as Class President) and a 2016 graduate of the Credit Union Development Educators (CUDE) program.

In addition, Josh is engaged in the community, serving as Board Chair for the Milwaukee Area Technical College Accounting Advisory Board. He has previously held positions and volunteered with local neighborhood associations, the American Red Cross, and local environmental organizations.

Location

Fees

Complimentary

Additional Info

Event Type

Webinar

Topics Covered

  • Small Credit Union
  • Live Webinars
  • Executive Management

Sponsored By

CUNA Mutual Group