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August 20-22, 2014 | The Ritz-Carlton | Half Moon Bay, Cal.

Raddon Financial Group invites you and a
guest to attend the 2014 CEO Forum








The CEO Forum is an invitation-only event and is specifically designed for chief executives of credit unions with assets of $500 million or more.

This Forum is designed to help executives of large credit unions examine changing regulations, emerging technologies and competitive opportunities.

Mark your calendar to join us for a unique agenda with interactive group discussion among your credit union peers and timely presentations from industry-leading speakers.

Wednesday, August 20, 2014

Roundtable Discussion       3:30 pm to 5:30 pm






Roundtable Discussion on the State of the Financial Services Industry
Bill Handel
Vice President of Research, Raddon Financial Group

2013 was a year of economic challenge. Overall growth of GDP was very low and unemployment remained at elevated levels. What does 2014 and beyond hold in store? How will the economic environment impact consumers, small businesses, and financial institutions? What are the actions that credit unions should be undertaking to ensure their continued success in 2014 and beyond? Join us in this roundtable discussion as we review the economic tea leaves and suggest a course of action that will help financial institutions navigate in very uncertain times.

Welcome Reception & Dinner       6:30 pm

Thursday, August 21, 2014

Keynote Speakers                        8:30 am to 4:00 pm



Leading the Future of Your Credit Union: Staying Ahead When Everything We Do Today is So Yesterday

(8:45 to 9:15 am)

Mark Sievewright
President, Fiserv Credit Union Solutions

As President, Credit Union Solutions at Fiserv, Sievewright leads a 2,000-person team across 20 locations in North America offering technology solutions that process data and information for one third of U.S. credit unions and a growing number of international clients. In addition, he directs the innovation, development and distribution of value-added financial industry solutions.

Within the credit union movement, Sievewright has worked closely with numerous credit unions, state leagues as well as national and international associations such as CUNA and the World Council of Credit Unions (WOCCU). In 2010, Sievewright was merited the Ambassador Award by WOCCU for his many years of service to credit unions.

A respected industry thought leader, Sievewright is a frequent speaker at financial services industry conferences and events, and creator of the Fiserv Boardroom Series, an online forum for financial services industry executives.

With 30 years of financial services industry experience, Sievewright has held senior leadership roles in the Retail Banking Division at HSBC in London; at MasterCard International in Brussels; and at Payment Systems, Inc., where he served as president and CEO. Between 1999 and 2004, he served as president and CEO at the TowerGroup, a leading technology research and advisory firm for the financial services industry.






Risk-Based Capital, CFPB and Regulatory Activism - What Will Be the Impact on Credit Union Growth?

(9:20 to 10:20 am)

Dennis Dollar
Principal Partner, Dollar Associates LLC & former NCUA Chairman

Dennis Dollar is the principal partner in Dollar Associates, LLC, a full-service consulting group focusing on credit unions and the organizations that serve them.

Dennis Dollar was appointed by President George W. Bush to serve as Chairman of the National Credit Union Administration (NCUA) Board in 2001. Mr. Dollar had served on the three-member Board since being confirmed by the U.S. Senate in 1997, having been a member of the NCUA Board during the most far-reaching period of legislative and regulatory change in the history of the American credit union movement. As part of the NCUA Board, Mr. Dollar oversaw the making of all regulations for federal credit unions and the administration of the federal insurance fund covering approximately 9,500 federal and state chartered credit unions in the United States.

In his capacity as NCUA Chairman, Mr. Dollar also served as Vice Chairman of the Federal Financial Institutions Examination Council (FFIEC). The FFIEC is charged by the U.S. Congress with the responsibility for coordinating the examination and supervision programs of the five federal financial regulatory agencies.

Mr. Dollar received his bachelor's degree from the University of Mississippi and is married with two children.






Digital Transformation of Financial Services

(10:45 to 11:45 am)

Matthew Wilcox
Senior Vice President of Marketing Strategy and Innovation, Fiserv


Matthew Wilcox is the Senior Vice President of Marketing Strategy and Innovation for Fiserv. In this role he guides the holistic marketing of Fiserv payment and channel solutions, with a focus on those that support digital, social, and emerging payments and channels for consumers and small businesses. Wilcox oversees collaboration opportunities within the financial services industry helping to build digital and social strategies that help drive revenue, client retention, and new client acquisition.


Prior to joining Fiserv, Wilcox spent 15 years with Zions Bancorporation serving as Senior Vice President and the Director of Digital Channels and Marketing. During his career, Wilcox has directed work in emerging technologies, mobile and online banking, payments, social media, and marketing strategies. He is a frequent speaker at industry events and conferences and was recently recognized by Bank Innovation as one of the industry’s top innovators for the second consecutive year.


Wilcox currently resides in Salt Lake City, Utah. Active in his community, he serves as a board member for a number of non-profit organizations. He received his Executive MBA from the University of Utah and a bachelor’s degree in Business Marketing from Westminster College in Salt Lake City.







Navigating to High Performance

(1:25 to 2:25 pm)

Bill Handel
Vice President of Research, Raddon Financial Group


Bill Handel has worked in the financial services industry as a consultant in the areas of product development and management for over 25 years. Since joining Raddon Financial Group in 1990, he has developed several unique programs to assist credit union executives manage the performance of their organizations. Mr. Handel is the author of several books for the financial services industry in the area of product pricing and product development.

As chief architect of Raddon's credit union analysis program called the CEO Strategies Group, he has helped over 1,000 credit unions improve organizational performance. Mr. Handel is a frequent and highly-rated speaker at many credit union and banking industry conferences.







What to Do When "Great" Isn't Good Enough to Grow Your Business
(2:30 to 3:30 pm)

Scott McKain
CSP, CPAE, Business Leader and Author

Scott McKain is an internationally known expert who helps organizations create distinction in every phase of business and teaches how to deliver an "Ultimate Customer Experience®."

Scott McKain creates captivating presentations and bestselling books which clearly reveal how to create more compelling connections between you and your customers and how to stand out and move up, regardless of the economic climate in your industry.

Scott McKain's calling is business – and his passion is platform presentations. He is a unique combination of vast speaking experience and new, cutting-edge information. His presentations benefit from three decades of experience, combined with his innate talent for articulating successful ideas. McKain has spoken before and consulted for the world's most influential corporations.

In his book, Create Distinction, McKain takes a revolutionary approach by showing how organizations and individual professionals create differentiation in the marketplace. (Create Distinction is an expanded and revised relaunch of 'Collapse of Distinction', named one of the "Top 10 Business Books" of the year by the Miami Herald, Huffington Post, and other major media outlets and reached the number one spot on’s list of business bestsellers.)

McKain has appeared multiple times as a commentator on FOX News to discuss business, politics, and American culture. In his earlier career as a broadcast journalist, two million people saw his commentaries each week on 80 television stations in the United States, Canada, and Australia. He has also been a news anchor for a CBS-TV affiliate in one of the nation's 25 largest markets.

Crystal Awards Dinner    7:15 pm

The Crystal Performance Award recognizes credit unions for achieving a top 10 ranking in 2013 based on the RFG Performance Index, a balanced scorecard measurement of growth, income, efficiency and margin management. 


Raddon recognizes two asset groups for this award:  credit unions with assets greater than $500 million and credit unions with assets less than $500 million.

Friday, August 22, 2014

Optional Round of Golf  Tee times begin at 7:00 am

Treat yourself to one of the most distinctive, exhilarating and challenging golf experiences, and dare to follow in the footsteps of legends. This captivating golf resort is set atop a scenic Northern California bluff, overlooking the Pacific Ocean. The natural terrain of the California coast provides the perfect backdrop for a breathtaking golf getaway.

The Ocean Cource is ranked among the top courses in California and offers Pacific Ocean views from every hole.  This Par 72, 6,914 yard cource, was designed by renowned golf architect Arthur Hills.  The traditional Scottish design is complemented by the natural terrain of the rugged Northern California coast and offers a challenging and enjoyable test for golfers with prevailing ocean winds, tight fairways and knolls.

Tee times will begin at 7:00 am.  Please indicate on your registration if you will be joining us for a round of golf.

Space is limited to this exclusive event, so please register early to reserve your spot among the industry's top CEOs, consultants and visionaries.  To register click here or call 877.RADDON.1 (877.723.3661).

Forum Links



Program Fee:

$495 per person



Who Should Attend?

Board Chairman
Chief Operating Officer
Chief Financial Officer

Chief Technology Officer

Chief Marketing Officer

The CEO Forum is exclusively
for senior-level executives managing credit unions with assets of $500 Million or more.



Hotel Details


The Ritz-Carlton
One Miramontes Point Road
Half Moon Bay, CA 94019

Special Reduced Rate:

$289 per night

Please contact the hotel directly
to make room reservations.






Wednesday, August 20
Roundtable Discussion on the State of the Financial Services Industry
3:30 pm to 5:30 pm

Welcome Reception and Dinner
6:30 pm


Thursday, August 21
Forum Keynote Presentations
8:30 am to 4:00 pm

6:30 pm


Crystal Performance
Awards Dinner
7:15 pm


Friday, August 22
Optional Round of Golf



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