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Small Credit Union CEO Roundtable

Oct 02 8:30 AM - Oct 02, 2025 3:30 PM
Oct 02, 2025 8:30 AM - 3:30 PM
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Description

Join us for this upcoming in-person roundtable with conversations specific to Small Credit Unions. You will gain insights and exchange ideas with your peers leading Small Credit Unions across Wisconsin. Take advantage of this opportunity to discuss matters of concern, resources and strategies.  

Agenda

8:30am - 9:00am
Registration Check-in 

9:00am - 9:15am
Welcome, Opening Remarks & Introductions 

9:15am - 9:45am
President’s Update
Sarah Wainscott, President & CEO | The League 

9:45am -1 0:30am
State of the State
DFI Secretary Wendy Baumann, Department of Financial Institutions 

10:30am - 10:45 am
Break 

10:45am - 11:30
TBA 

11:30am - 12:15pm
TBA

12:15pm - 1:00pm
Lunch 

1:00 pm - 3:30 pm
Roundtable Discussion
Josh Roberts, Vice President of System Collaboration & Development | The League 

Join us for this open forum discussion of those topics that are important to you. We will address a variety of topics and issues during this allotted time. 


Additional Info

Speakers

Sarah Wainscott

President & CEO | The League
For fifteen years, Sarah has served The League through various advocacy roles, culminating in the start of her tenure as President & CEO in January 2025. Her experience and expertise include lobbying, grassroots advocacy, political fundraising, and serving as Wisconsin credit unions' spokesperson on policy with legislators and regulators in Madison & Washington, D.C.  

In Sarah's time at The League, she has established reliable and strategic key relationships with influential policymakers that have helped elevate credit unions' impact. She has helped pass bills updating credit union statutes, requiring financial literacy credits for high school graduation, and permitting prize-linked-savings programs while also preventing the introduction or serious consideration of harmful proposals. Notably, she also developed the annual Wisconsin Credit Union Scorecard into a preeminent and persuasive resource on the power of The Credit Union Movement in Wisconsin. As a result of these tireless advocacy efforts, public support for Wisconsin's credit unions has grown by 19% since 2010.

Sarah is an Association of Wisconsin Lobbyists' board member and serves on the Inaugural Advocacy Committee for the American Association of Credit Union Leagues. She holds a bachelor’s degree in political science and communication arts and a master's degree in public affairs from the University of Wisconsin, Madison.

Josh Roberts

Vice President of System Collaboration & Development | The League

Josh is responsible for promoting credit union service and outreach and fostering opportunities for credit union growth. 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.

Event Type

In-Person

Fees

$69 | Early Bird - September 15
$99 | Regular

Location

Hilton Garden Inn
151401 County Rd, NN, Wausau, WI 54401

Room Block Expires August 29

Room Block Rate: $160 plus taxes and fees 

Call 715.298.5775 and ask for The Wisconsin Credit Union League CEO Roundtable Meetings Roundtable Room Block Rate