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August 11-13, 2010 | The Broadmoor | Colorado Springs, Colorado

Raddon Financial Group invites you and a guest to attend the 2010 CEO Forum

This forum is focused on the changing nature and future of large credit unions and is specifically designed for chief executives of credit unions with assets of $500 million or more.

The business model is changing for large credit unions, and this meeting puts you at the forefront of the coming challenges and opportunities our industry will face.

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 11, 2010

CEO Panel Discussion           4:00 pm to 5:30 pm

The CEO Panel Discussion features veteran CEOs representing progressive, high-performing credit unions which will discuss the industry's most pressing challenges and brightest opportunities.

Moderator:
Bob Dye, General Manager and COO
Raddon Financial Group

Panelists include: TBD

Moderator

Biography

 

Welcome Reception & Dinner       6:30 pm

Thursday, August 12, 2010

Keynote Speakers  (TBD)            9:00 am to 5:00 pm

Crystal Performance Awards Dinner    6:30 pm

The Crystal Performance Award recognizes credit unions for achieving a top 10 ranking in 2009 based on the RFG Performance Index, a balanced scorecard measurement of growth, income, efficiency and margin management. 

 

RFG 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 13, 2010

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

The Broadmoor Golf Club
Featuring three of the finest championship golf courses in the world. Regardless of your handicap, you'll find golf at The BROADMOOR challenging and enjoyable, with tee markers of varying lengths on all three courses.

 

Tee Times begin at 7:00 am and will extend through the late morning based on availability. 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

 

Register
 

Program Fee:

$495 per person

 

Who Should Attend?

President/CEO
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

 

Location:
The Broadmoor
15 Lake Avenue
Colorado Springs, CO 80901
Reservations: 800.634.7711
Special Reduced Rate:

$275 per night
 

Please contact the hotel directly
to make room reservations. 

 

Agenda

 

Wednesday, August 11
CEO Panel Discussion
4:00 pm to 5:30 pm

Welcome Reception Dinner
6:30 pm

 

Thursday, August 12
Forum Keynote Presentations
9:00 am to 5:00 pm

Crystal Performance
Awards Dinner
6:30 pm

 

Friday, August 13
Optional Round of Golf
Tee Times begin at 7:00 am and extend through the morning

 

 

Previous Forums

To view previous agendas click the links below

2009 Agenda

2008 Agenda
2007 Agenda

 

Past Attendees

 

"This was a great event for the executive team at Addison Avenue Federal Credit Union.  The CEO Forum touched on many of the strategic opportunities and challenges faced by the industry.  It was nice to gain the perspective of industry experts and leaders from other credit unions."

 

Benson Porter
President and CEO

Addison Avenue Federal Credit Union

Palo Alto, CA

Assets:  $2 Billion

 

"The CEO Forum had the perfect mix of content and networking opportunities.  I attended with our Board Chair and we both gained valuable insights from well-respected industry leaders and took home ideas to benefit our credit union.  See you next year!"

 

Ron Westad
President and CEO

Arizona Federal Credit Union

Phoenix, AZ

Assets:  $1.8 Billion

 

"Excellent content, great location and great networking.  Thank you for the invitation!"

 

David Bard
President and CEO

New England Federal Credit Union

Williston, VT

Assets:  $532 Million

 

"RFG's CEO Forum offered an exceptional line-up of industry speakers at a first-class facility.  The presentations were both informative and timely.  I look forward to participating next year; thanks for the invitation!"

 

Greg Smith
President

PSECU

Harrisburg, PA

Assets:  $2.8 Billion

 

"This was a top-notch conference.  It was an excellent opportunity for large credit unions to discuss and get exposed to common problems and solutions, thanks."

 

Jack McElravey
First Vice Chairman

Star One Credit Union

Sunnyvale, CA

Assets:  $3.4 Billion

 

 
 


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