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Large Credit Union CEO Roundtable

Nov 06 11:45 AM - Nov 07, 2025 11:45 AM
Nov 06, 2025 11:45 AM - 11:45 AM
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Description

Be sure to join us as we connect with new and seasoned CEOs in the asset category of $350 Million and above asset categories. All are invited! 

Agenda

Thursday November 6

11:45am 
Registration & Check-in  

12:00 – 1:00 PM 
Plated Lunch 

1:00 – 1:30 PM
Welcome & Opening Remarks 
Sarah Wainscott, President & CEO, The League 

1:30 – 2:15 PM  
Best Practices in Board Effectiveness
Tracie Kenyon, Executive Development Partner, Humanidei
The most effective boards spend 80% of their time looking forward and 20% looking back, but many organizations flip these numbers in execution doing a lot more reviewing than strategizing. This session provides tools and insights to help credit union boards achieve greater success through intentional actions in regular board meetings, strategic planning, and volunteer recruitment and development.  

2:30 – 3:15 PM
State of the State 
Chris Copeland, EVP & Chief Business Officer, TruStage  

3:30 – 4:30 PM
Roundtable Discussion 
 An open forum discussion focused on the most relevant and timely issues impacting your credit union. Share your perspectives and hear from peers across the state. 

4:30 – 5:15 PM
Networking Reception at The American Club

5:30 PM
Shuttle Departs for Dinner 

6:00 – 8:30 PM
Dinner at Blackwolf Run Restaurant 
(Pre-registration required. Please inform us if you will not be attending.) 

8:45 PM
Return Shuttle to The American Club 

 

Friday November 7

8:00 – 9:00 AM
Full Breakfast 

9:00 – 9:30 AM
Advocacy Update
An update on current issues affecting the credit union movement. 

9:45 – 11:30 AM
Roundtable Discussion: Continuing the Conversation 
A follow-up to Thursday’s session, this discussion dives deeper into the key issues identified by participants, encouraging peer exchange and actionable insights. 

11:30 AM
Adjourn 

Additional Info

Speakers

Tracie Kenyon

Executive Development Partner| Humanidei

Tracie delights in helping people find their true potential and she’s passionate about credit unions. Her 40-year career has spanned four states, four credit unions, and two leagues; she recently retired after 22 years as the CEO of the Montana Credit Union League. She’s made long-term contributions to each organization she served: building a self-funded health insurance trust, launching a 501(c)3 aimed at financial wellness, developing a training department, creating a secondary mortgage program, starting a marketing department, rebranding, and rebuilding cultures. 

An engaged professional, her previous board commitments include Filene Research Institute chairman, American Association of Credit Union Leagues chairman, Western CUNA Management School (WCMS) board treasurer, and National Credit Union Foundation board member. She continues to serve on the faculty of WCMS. 

Tracie has a master’s degree in professional communication (MPC), bachelor’s degree in psychology, Certified Professional Coach certification, PCC (Professional Certified Coach) designation, CAE (Certified Association Executive) designation, and CUDE (Credit Union Development Educator) designation. 

Event Type

In-Person

Fees

Early Bird - $299 
Cutoff October 6

Regular - $329 

Location

The American Club
419 Highland Dr, Kohler, WI 53044

$271 plus taxes and fees  October 14  

Call 877-557-0143 and reference the Wisconsin Credit Union League Room Block #467539.