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

May 20 11:00 AM - May 20, 2021 12:00 PM
May 20, 2021 11:00 AM - 12:00 PM
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Join us for this recurring virtual roundtable geared for CEOs of credit unions with $50M in assets and under, but all CEOs are warmly invited. Register once and you're set for the year. If you can't make it for a particular month, no worries, you'll get the recording to review at your convenience.

We'll have a brief update on the latest news, but this is your opportunity to share on current issues such as staffing, operations and the continuing impact of the pandemic in your communities.

Upcoming session dates:

All sessions are included with your registration.

Past sessions:

Registrants can receive the recording of past webinars upon request.

  • January
  • February
  • April

Agenda

Industry Trends | Bob Larson, Financial Consultant | CUNA Mutual Group

Join us for this discussion on financial trends in the state and throughout the Midwest. We will identify key industry topics to consider and execute on in 2021 and beyond. 

Speakers

Bob Larson_CMGBob Larson, Financial Consultant | CUNA Mutual Group

He is responsible for providing financial and consulting support to the account teams for large and midsize credit unions. He is accountable for demonstrating the financial impact of CUNA Mutual Group products on credit union financial goals.

Bob provides high-quality financial analysis tools to communicate the value of CUNA Mutual Group solutions. He helps account teams become more successful by providing analytical support throughout the sales process. He also provides financial coaching and training to help account teams successfully articulate the financial impact of our solutions.

Prior to joining CUNA Mutual Group in 2004, Bob was the director of accounting for Affinity Plus Federal Credit Union of St. Paul, MN. There he was responsible for the asset liability management, the investment portfolio and monthly financial statements. Previously, Bob was an accounting manager for Postal Credit Union in St. Paul. He has more than 20 years of credit union experience, all focusing in areas of accounting and finance.

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

$149 (includes all sessions in the series)

Additional Info

Event Type

Webinar

Topics Covered

  • Small Credit Union
  • Operations
  • Member Service
  • Live Webinars
  • Leadership
  • Human Resources
  • Executive Management

Sponsored By

CUNA Mutual Group