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2007 CEO/Directors' Forum


The 2007 CEO/Directors' Forum featured informative presentations by several of the credit union industry's leading speakers.  To download PDF copies of the 2007 forum presentations, please click the links below:

An Insider’s Perspective - the Credit Union Movement in the Year 2020 (PDF - 613 KB)
Dennis Dollar, Principal Partner
Dollar Associates LLC & former Chairman, NCUA

Credit Union Industry Update (PDF - 2625 KB)
Chip Filson, President
Callahan & Associates

Credit Unions: Organizing, Staffing & Acquiring Tools for Enterprise Wide Risk Analysis & Fraud Control (PDF - 1103 KB)
Charles Thiel, CFE, CIA, CEO & Robert Goldfinger, CAMS, Vice President
Focus Technology Group

Evaluating Credit Union Growth Opportunities (PDF - 685 KB)
Gary Raddon, Founder
Raddon Financial Group

Managing Relationships in a Multi-channel World (PDF - 1221 KB)
Terence Roche, Principal
Cornerstone Advisors

Credit Union Mergers (PDF - 71 KB)
Steve Winninger, CEO
NuUnion Credit Union

This forum is focused on the changing nature and future of large credit unions and is specifically designed for CEOs and directors 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.

Space is limited to this exclusive event, so please register early to reserve your spot among the industry's top CEOs, consultants and visionaries at the 2008 CEO/Directors' Forum scheduled for August 6-8, 2008 in Sonoma, CA.

 

To register for the 2008 CEO/Directors' Forum click here or call 877.RADDON.1 (877.723.3661).

 

 

 

Event Details


Click for Complete 2007 Agenda

 

Who Should Attend?

President/CEO
Board Chairman
Chief Operating Officer
Chief Financial Officer

Chief Technology Officer

 

The CEO/Directors' Forum is

exclusively for senior-level executives and directors managing credit unions with assets of $500 Million or more.

 

 

2007 Location

 

Location:
The Ritz-Carlton

Half Moon Bay, California

 

 
 


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