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Midsize Credit Union CEO Virtual Roundtable Series ($50-200M)

Jun 10 11:00 AM - Jun 10, 2021 12:00 PM
Jun 10, 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 - $200M in assets, 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.

Examiner's Update

This session will feature an update from Kim Santos, Director of the Office of Credit Unions on exam guidance along with Brett Thompson, The League's President/CEO, will share the latest updates from The League and The Movement. If you have questions or items you’d like addressed, please email them to Jennifer Esser

Session dates (upon request, receive the recording of past webinars when you register):

Agenda

Examiner’s Update 

Kim Santos, Director | Office of Credit Unions 

This session will feature an update from Kim Santos, Director of the Office of Credit Unions on exam guidance along with Brett Thompson, The League's President/CEO, will share the latest updates from The League and The Movement. If you have questions or items you’d like addressed, please email them to Jennifer Esser

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.

Kim Santos_HeadshotKim Santos, Director | Office of Credit Unions

Kim was appointed to the Director of the Office of Credit Unions in April 2013. Kim has been with the Office of Credit Unions since 1992. She started as a field examiner in the Wausau territory and has also held the positions of Advanced Examiner, Financial Examiner – Supervisor and was the Chief Examiner/Deputy Director from 1998-2013.

Kim holds degrees from the University of Wisconsin-Madison and the University of Wisconsin - Stevens Point. Kim is a native of Stevens Point, WI and currently resides in Madison, WI. In her free time, she enjoys spending time with her family, being active outdoors and traveling to places she has never been (both in and out of the wonderful state of Wisconsin!).

Brett ThompsonBrett Thompson, President & CEO | The League

Brett joined The Wisconsin Credit Union League in 2001. He currently serves as Board Chair of the Credit Union House in D.C. and serves on the boards of the National Credit Union Foundation, the Wisconsin Credit Union Foundation, Wisconsin Credit Union Shared Service Centers, and Reach Business Lenders®.  

He served previously on the board of directors of  a number of credit union system organizations, including the Credit Union National Association (CUNA) and its Executive, Corporate Governance, and Government Affairs Committees.  

Prior to joining The League, Brett was in the private practice of law in Madison for 17 years.

Location

Fees

$149 (this fee includes attendance at all sessions)

Additional Info

Event Type

Webinar

Topics Covered

  • Live Webinars
  • Executive Management

Sponsored By

CUNA Mutual Group