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August 12-14, 2009 | The Broadmoor | Colorado Springs, Colorado |
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Raddon Financial Group invites you and a
guest to attend the 2009 CEO Forum |
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Speakers |
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Bruce
Philp |
Peter
Duffy |
Rory
Rowland |
Bill
Handel |
Dennis
Dollar |
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This period represents the single
greatest opportunity in credit union
history. The big banks are suffering
from an image crisis, government
intervention and mass consolidation. Now
more than ever, it is imperative for
credit unions to be aggressive in order
to emerge from this current economic
crisis as the preferred financial
institution of consumers and small
businesses.
To this end, RFG has
lined up a unique agenda
with interactive group discussion among
your credit union peers and timely
presentations from industry-leading
speakers. The
forum focuses on the future of large credit
unions and is specifically designed for chief executives and
directors of credit unions with assets of $500 million or
more. |
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Wednesday, August 12, 2009 |
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CEO Panel Discussion
4:00 pm to 5:30 pm |
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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:
Catherine Tierney, President and CEO
Community First Credit Union
Appleton, Wisconsin
Assets: $1.17 Billion
Jeff Disterhoft, President and CEO
University of Iowa Community Credit
Union
Iowa City, Iowa
Assets: $739 Million
Gordon Dames, Former President and CEO
Mountain America Credit
Union
West Jordan, Utah
Assets: $2.8 Billion
Dennis Dollar, former
NCUA Chairman & Principal Partner
Dollar Associates LLC
Birmingham, Alabama
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Moderator
Biography
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Welcome Reception & Dinner
6:30 pm |
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Thursday, August 13, 2009 |
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Keynote Speakers
9:00 am to 5:00 pm |
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Strategic Branding for the New Future in
Financial Services
Bruce Philp
Co-author,
The Orange
Code: How ING Direct Succeeded by Being
a Rebel with a Cause.
 A world
leader in branded marketing, Bruce Philp
has worked with many Fortune 500
companies, but it is his work with one
company -- ING Direct -- that is
shifting perception on branding,
corporate culture and the role of
enterprise to succeed by being something
more: not simply a business, but a
cause. With ING Direct CEO Arkadi
Kuhlmann, Bruce Philp is the co-author
of the book, The Orange Code: How ING
Direct Succeeded by Being a Rebel with a
Cause.
With 28 years of award-winning work,
Bruce Philp holds perhaps the only truly
agnostic point of view on what branding
really is. Working in the ad agency
world as a strategist for brands like
Toyota and Tylenol, he quickly rose to
become executive creative director at a
major North American firm, a rare feat
for a strategy person. In that role, he
worked with 3M, Molson, McDonald's and
Bank of Montreal, for whom he produced
what Marketing Magazine called
one of the landmark campaigns of the
20th century. In 1996, Philp co-founded
GWP Brand Engineering, to "invent what
will replace the advertising agency".
His key clients have included major "new
economy" brands like Expedia,
GroceryGateway.com and ING Direct, as
well as established brands like Air
Miles, Delta Hotels, Novartis Consumer
Health and Ferrero.
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Biography |
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The Credit Union Business
Model in the "New Age of
Turmoil"
Peter Duffy
Associate Director, Sandler,
O'Neill & Partners
With adversity comes
opportunity...What is your
credit union's "State of
Readiness"?
This session will explore
the impact that consumer
behavior, the evolving
economy and regulation
continue to have on credit
union growth and earnings
with an emphasis on the
factors conspiring to limit
performance:
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Traditional versus
appropriate performance
metrics (ROA versus ROE,
loan to share versus
market share, capital
ratio versus efficiency
ratio).
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The regulatory imbalance
that leads to the
continued deterioration
of financial
competitiveness
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The role (potentially)
massive regulatory
reform will play on
competitiveness.
Mr. Duffy will examine
"State of Readiness" of
credit unions and lead a
discussion regarding the
financial market turmoil and
its possible impact for
credit unions. He will
discuss "What Counts" for
increasing financial
competitiveness and market
share in what has become a
commoditized balance sheet.
A
look at performance ratios
of top financial
institutions and a practical
discussion on why they are
"top performers" will be
shared, including a
discussion of the
performance differences
between top banks and credit
unions. Mr. Duffy will also
provide an update on
merger/acquisition trends
with suggested next steps
for building market share
and financial
competitiveness. |
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Biography |
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20 Strategies to Control Costs
Rory Rowland
President and Founder of Rowland
Consulting
Rory Rowland is a dynamic speaker and
author of 2 books "My Best Boss Ever"
How the best bosses get the best
results, and earn the trust, respect and
admiration of their employees and "My
Best Service Ever" stories of consumer's
best service experiences to help
organizations earn loyalty and
satisfaction. Rory was President of 2
credit unions for 6 years and has been a
financial consultant for the last 15
years. Rory has worked with hundreds of
credit unions to help them get the best
results possible. Rory has studied the
Top 100 credit unions to determine how
the best achieve a higher level of
performance.
Rory is a native of Kansas City and is a
graduate of the University of Central
Missouri, and University of Missouri,
Kansas City with an MBA. Rory lives in
Independence, MO with his wife and 4
children.
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Biography |
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Key Traits of High Performance Credit
Unions
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. |
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Biography |
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Crystal Performance Awards Dinner
6:30 pm |
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The
Crystal
Performance Award
recognizes credit unions for achieving
a top 10 ranking in 2008 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.
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Friday, August 14, 2009 |
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Optional Round of Golf
Tee times begin at 7:00 am |
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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.
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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). |
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Forum Links |
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Complete Agenda
Register
Program Fee:
Early sign-up $295 per person
by June 30, 2009
$495 per person after
June 30, 2009
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.
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Hotel Details |
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Location:
The Broadmoor
15 Lake Avenue
Colorado Springs, CO 80901
Reservations: 800.634.7711
Special Reduced Rate:
$330/night superior rooms;
$290/night intermediate
Please contact the hotel
directly
to make room reservations.
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Agenda |
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Wednesday, August 12
CEO Panel Discussion
4:00 pm to 5:30 pm
Welcome Reception Dinner
6:30 pm
Thursday,
August 13
Forum Keynote Presentations
9:00 am to 5:00 pm
Crystal Performance
Awards Dinner
6:30 pm
Friday,
August 14
Optional Round of Golf
Tee Times begin at 7:00 am and
extend through the morning
Download complete agenda
by clicking here |
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2008 Forum |
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Please click here to view last year's
agenda and presenters. |
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Past Attendees |
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"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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