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Small Credit Union CEO Virtual Roundtable Series

Dec 16 11:00 AM - Dec 16, 2021 12:00 PM
Dec 16, 2021 11:00 AM - 12:00 PM
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Join us for the final virtual roundtable of 2021. This roundtable is 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.

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

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

$149  (this fee includes attendance at all sessions)

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