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

2012 was a year of economic challenge. Overall growth of GDP was very low and unemployment remained at elevated levels. What does 2013 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 2013 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.

Staying Relevant, Becoming Prevalent - A Review of the Primary Technology Trends and Strategies Shaping the Future of America's Credit Unions

(8:40 to 9:10 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.

After the Bailouts: The Key Challenges and Opportunities for the American Credit Union Movement in the Year 2013 and Beyond
(9:15 to 10:15 am)

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

Former NCUA Chairman Dennis Dollar performs an in-depth assessment of the financial services industry after TARP, bailouts, NCUSIF premiums and a period of restricted growth. He forthrightly addresses the necessity of growth and presents both the challenges and opportunities facing credit unions in the marketplace following the era of the bailouts. This “leave no sacred cows untouched� presentation is provocative but encouraging if the right steps are taken to shape the credit union position in this dynamic and changing market. Mr. Dollar takes his unique background in credit union leadership, regulation and as a leading credit union consultant and applies it to mapping the credit union future.

AFTER THE BAILOUTS will examine today’s issues such as:

• Can Credit Unions Grow in Today’s Market?

• hat Should We Expect from the CFPB and How Will It impact Growth?

• Will Mergers Slow Down or Speed Up?

• Is there a Break Coming in Regulatory Overkill?

• What Will the Competition Do Post-Bailout?

Payment Trends: An Outlook for Credit Union Leadership

(10:50 to 11:50 am)

Claudia Swendseid
Senior Vice President, Federal Reserve Bank of Minneapolis

The U.S. payments system is evolving rapidly from paper to electronic payments. This session will discuss payment trends and usage, including traditional payment methods like checks, ACH, and cards and what these trends suggest for the future of payments in the U.S. Consumer adoption of new and emerging payment technologies will also be discussed, including the impact of mobile and social media technology on payments. Finally, in view of these payment trends, the Federal Reserve's new financial services strategic direction will be discussed and what this means for financial institutions.

Navigating to High Performance
(1:20 to 2:20 pm)

Bill Handel
Vice President of Research, Raddon Financial Group

The financial services environment contains more challenges than at any point in modern history. The poor economy, rapidly expanding regulations, new competitors, and the revolution occurring in technology are all placing considerable hurdles in front of you. And yet some financial institutions are able to continue to operate at the high performance level. What are the characteristics of these institutions? What do they do at the strategic and tactical level that allows them to continue to perform well even in an adverse environment? In this presentation we will examine the characteristics of the strongest performing credit unions to identify the key differentiating factors that enable them to be persistent high performers.
 

The Long Run: A New York City Firefighter's Triumphant Comeback from Crash Victim to Elite Athlete
(2:40 to 3:40 pm)

Matt Long
Former New York City Firefighter and Author

Matt Long has been a competitive athlete his entire life. As a member of his high school basketball team, he was required to run in the Brooklyn/Queens X-country Championships.

Matt's story is an inspiration to all. He is a straight from the heart speaker who makes a compelling case for what you can do if you set your mind to a Goal. Matt tells it like it is and he will have everyone laughing and crying at the same time. Strength and endurance became especially paramount in his life after college when he became a New York City Firefighter. It was around this time he took up distance running and began competing in Ironman triathlons, finishing his first Ironman race in 2005. He then set his sights on qualifying for the Boston marathon by running the ING NYC marathon later that year.

On the morning of December 22, 2005, Matt Long's life changed in an instant. He was cycling to work in the early morning when he was struck and run over by a 20-ton bus making an illegal turn. The injuries he sustained pushed him to the brink of death. He received 68 units of blood in the first 40 hours after the accident and spent 5 months in the hospital. More than 40 operations later, he finally began a grueling rehabilitation regime. Matt found the psychological consequences of the accident nearly as hard to process as the physical severities. His doctor had told him he'd be lucky to ever walk again without a cane.

Matt fought through months of fear, despair, loneliness, and intense physical and psychological pain to regain the life he once had. His recovery was a miraculous one which included everything from learning to walk again and, a mere three years later, running in the 2008 New York City Marathon. "Running saved my life," Matt says, and his determination and perseverance has turned him into a symbol of hope and recovery for countless others.

The Crystal Performance Award recognizes credit unions for achieving a top 10 ranking in 2012 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 9, 2013

Aviara Golf Club overlooks the beautiful Batiquitos Lagoon ecological reserve. The only San Diego golf course designed by Arnold Palmer, Aviara Golf Club features a memorable coastal layout: par 72, 18 holes over 7,007 yards uniquely sculpted around rolling hillsides, native wildflowers, and plenty of bunker and water challenges.

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

Forum Links

Register
 

Program Fee:

Early sign-up $295 per person
by May 31, 2013

$495 per person after
May 31, 2013

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:
Park Hyatt Aviara Resort
7100 Aviara Resort Drive
Carlsbad, CA 92011
 

Special Reduced Rate:

$259 per night
 

Please contact the hotel directly
to make room reservations.

Agenda

Wednesday, August 7
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 8
Forum Keynote Presentations
8:30 am to 4:00 pm

Reception
6:30 pm

Crystal Performance
Awards Dinner
7:15 pm

Friday, August 9
Optional Round of Golf

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

"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