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Midsize Credit Union CEO Roundtable 2022

Aug 25 9:00 AM - Aug 25, 2022 3:30 PM
Aug 25, 2022 9:00 AM - 3:30 PM
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This roundtable is geared for CEOs of credit unions with $100-$350M in assets, but all CEOs are welcome.  

Agenda

9:00 am – 9:30 am | Registration & Networking 

9:30 am – 10:00 am | Welcome  

10:00 am – 11:00 am | Economic Update

Ligia (Ligi) Vado, Senior Economist, CUNA 
With the Federal Reserve firmly focused on fighting inflation depository institutions face significant financial and operational challenges.  In an economic environment characterized by crisis, uncertainty and complexity these challenges are magnified – especially for mid-size shops.  Reductions in monetary and fiscal support clearly mean average consumers (your members) will be less resilient. In this session, Ligi will explore these themes and will discuss important implications and effective responses for mid-size credit unions. 

11:00 am  – 11:15 am | Break 

11:15 am – 12:00 pm | Roundtable 

12:00 pm – 1:00 pm | Lunch 

1:00 pm – 3:00 pm | Roundtable 

3:00 pm – 3:30 pm | Final Comments and Adjourn

Speakers

Vado22

Ligia (Ligi) Vado, Senior Economist, CUNA

Ligia (Ligi) Vado has over 20 years of experience leveraging economics and finance policy research. She joined the Credit Union National Association (CUNA) in 2022 – Ligi serves as a Senior Economist in CUNA’s Policy Analysis department. In that role, she conducts economic research and supports CUNA’s public relations and advocacy efforts. Her work centers on data analysis and effective data visualization and she also contributes to the department’s forecasting function. Her views and analyses appear in trade publications such as Credit Union Magazine. 

Vado has extensive experience developing data science solutions, machine learning models, as well as quantitative analysis. Before joining CUNA, she was an Adjunct Professor of Business Analytics at Thomas More University. She knows credit unions – having served as an Insights and Analytical Services analyst for CUNA Mutual Group. Prior to that she was a Disaster Risk Financing & Insurance Specialist at the World Bank where she focused on policy research and supporting risk financing and international housing finance initiatives. 

Josh Roberts

Josh 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, provides strategy assistance by facilitating Strategic Planning Sessions, and providing various training for credit union leaders, staff, and boards. Additionally, Josh spearheads diversity, equity, and inclusion initiatives for The League and its member credit unions and is also the League Liaison for the Wisconsin Credit Union Foundation and oversees its operations.

Josh has nearly 20 years of experience in the financial industry, having served credit unions as a vice president, controller, and compliance officer. 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.

Josh currently serves on the Executive Committee of the CUNA Lending Council and is Vice-Chair of CUNA Lending Council’s Member Resources Committee and Vice-Chair of the Engagement Committee. In addition, he is engaged in the community, serving as Board Chair for the Milwaukee Area Technical College Accounting Advisory Board, and as a member of the Milwaukee Area Technical College Banking and Finance Advisory Board. He has previously held positions and volunteered with local neighborhood associations, the American Red Cross, and local environmental organizations.

Brett Thompson Brett 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

Credit Union House
1 East Main Street, Suite 101
Madison, WI 53703

Lodging

Hotel - TBD

Fees

$219  | Early bird - August 2 

$249 | Regular 


Additional Info

Event Type

In-Person

Topics Covered

  • In-Person
  • Leadership
  • Executive Management
  • Board Governance

Sponsored By

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