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Midsize Credit Union CEO Virtual Roundtable 2022

Nov 10 11:00 AM - Nov 10, 2022 12:00 PM
Nov 10, 2022 11:00 AM - 12:00 PM
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Join us for the last virtual roundtable of 2022. This roundtable is geared for CEOs of credit unions with $100-$350M in assets, but all CEOs are warmly invited.  
  
We'll have a brief update on the latest news, but this is your opportunity to discuss current issues such as staffing, operations and technology and share best practices for your credit union. 

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, 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

Fees

$49

Additional Info

Event Type

Webinar

Topics Covered

  • Live Webinars
  • Leadership
  • Executive Management
  • Board Governance

Sponsored By

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