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

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

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:
Rick Craig, President and CEO
America First Credit Union
Ogden, Utah

Tum Vongsawad, Interim President and CEO
San Diego County Credit Union
San Diego, California

Rich Andrews, President and CEO
F&A Federal Credit Union
Los Angeles, California

Thursday, August 12, 2010

How Mobile Payments are Changing the Industry (9:10 to 10:30 am)

Wences Casares
Founder, Co-Chief Executive Officer, Director

Wences Casares is founder, co-chief executive officer and director of Palo Alto, Calif.-based Bling Nation, a provider of mobile payments services that connects financial institutions, businesses and consumers through mobile tap-and-pay purchases at the point of sale. Casares is responsible for overseeing the long-term direction and growth of Bling Nation.

Mobile is all you hear about today, whether it is a constant buzz over cell phone innovation or all the impressive things you can do with even the most basic of phones. But what does the iPhone, apps, or NFC stickers have to do with your members – young or old? How should your credit union navigate mobile waters?

In his keynote session, Wences will build off of his experience as a successful technology entrepreneur and founder of the largest microfinance institution in Brazil to:

• Differentiate between mobile banking and mobile payments

• Discuss proven mobile models

• Define the mobile space for credit unions

• Explore future mobile innovation
   

Too Small To Fail: How the Financial Crisis Changed the World's Perceptions  (10:45 am to 12:00 pm)

Louis Hernandez, Jr.
Chairman of the Board and CEO of Open Solutions Inc.

Louis Hernandez, Jr. is the chairman of the board and chief executive officer of Open Solutions Inc., a leading provider of enterprise-wide enabling technologies for financial institutions. 

Mr. Hernandez recently published his  book, "Too Small to Fail," in which he suggests that now is the perfect time for the leaders of today's community-based financial institutions to seize the day and lead the financial services industry back to the center of economic vitality and drive economic growth -  one community at a time.

Mr. Hernandez has had several articles published by leading journals and speaks regularly on the topics of technology, economics, strategic planning and globalization.
 

Navigating the Current Regulatory Environment

(1:00 to 2:15 pm)

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.

The Board as a Competitive Advantage (2:15 to 3:30 pm)

Dennis McCuistion, CSP
Professional Speaker, Author and TV Host

One of the major thrusts of the Sarbanes-Oxley law in 2002 was to strengthen corporate governance; nevertheless, the credit crisis of 2007-2009 raised new concerns, not just on Wall Street, but in corporates as well. The melt-down in corporates has reverberated throughout the credit union movement, shedding light on the pressing need for improved governance at the volunteer level. While this session will focus on correcting some short comings, its major thrust will be on converting a credit union board and other volunteers into a competitive advantage.

Topics to be covered include:

• Is your board composed of the right people?

• Do you have a formal recruiting process?

• The importance of evaluations

• Board and management succession

• Fiduciary issues in a merger climate

• The 10 things a board should do to provide competitive advantage

• Board/CEO relations

Dennis McCuistion is a recovering bank CEO who has served on bank and corporate boards for almost 40 years. He is a frequent speaker for Credit Union Leagues, serves on the faculty of the Southeast Regional Credit Union School and on the faculty of the National Association of Corporate Directors where he holds the Association’s Certificate of Director Education. He is a Clinical Professor in Corporate Governance and the Associate Executive Director of the Institute for Excellence in Corporate Governance at the University of Texas at Dallas.

Key Traits of High Performance Credit Unions (3:45 to 5:00 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 the Raddon Financial Group in 1990, he has developed several unique programs to assist credit union executives manage the performance of their organizations.  Bill is the author of several books for the financial services industry in the area of product pricing and product development.
 

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

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 8:00 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.

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 and Dinner
6:30 pm

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

Reception
6:30 pm

Crystal Performance
Awards Dinner
7:00 pm

Friday, August 13
Optional Round of Golf
Tee Times are available at the championship East Course and begin at 8:00 am.

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

"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