2012
CEO FORUM
August 15-17, 2012
Bacara Resort and Spa
Santa Barbara, California
The
CEO Forum is an invitation-only event
and is specifically designed for chief
executives of credit unions with assets
of $500 million or more.
The 2011 CEO Forum featured a keynote
from David Eagleman,
renowned neuroscientist and
international bestselling author.
Additionally, we offered a
unique agenda with interactive group
discussion among your credit union peers
and timely presentations from
industry-leading speakers.
The CEO Forum is designed to help
executives of large credit unions
examine changing regulations, emerging
technologies and competitive
opportunities.
The 2011
CEO Forum was held at The Ritz-Carlton,
Laguna Niguel in
Dana Point, California. Below
is the 2011 agenda.
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:
Doug Allman, President and CEO
NASA Federal Credit Union
John Tippets, President and CEO
North Island Credit Union
Marc Schaefer, President and CEO
Truliant Federal Credit Union
Mike Mastro, President and CEO
Los Angeles Firemen’s Credit Union
Cognitive Neuroscience of Financial
Decisions
David Eagleman
Renowned Neuroscientist and
International Bestselling Author
Often called the Carl Sagan of
neuroscience, David Eagleman is a
scientist and bestselling author who
provides a new framework for
understanding our brains -- and, by
extension, ourselves. His speeches and
articles deal with everything from how
the brain rewires itself to why art and
science must learn from each other.
Known for a unique and active
exploration of ideas, he throws himself
into experiments, literally: he once
dropped himself in free fall from a
150-foot tower to see if time could be
perceived in slow-motion during times of
fear. Erudite, engaging, and able to
connect scientific discovery to daily
life, Eagleman prompts audiences to
celebrate the beauty of the brain,
question what we perceive as reality,
and re-think what we know about human
nature.
David Eagleman holds joint appointments
in the Departments of Neuroscience and
Psychiatry at Baylor College of Medicine
in Houston, Texas, and is the founder
and director of the Initiative on
Neuroscience and Law. His influential
neuroscience books include Incognito,
Live-Wired, and Wednesday is Indigo
Blue. He writes regularly for the New
York Times, Wired, Discover, Slate, and
New Scientist, and is a repeat guest on
NPR, discussing both science and
literature -- his twin passions.
Eagleman's novel, SUM, was named a Best
Book of The Year by Barnes and Noble and
inspired U2 producer Brian Eno to write
twelve new pieces of music, which he
performed, with Eagleman, at the Sydney
Opera House.
Collaboration: Leveraging the Power of
Community
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.
While competition has its place among
credit unions, collaboration may be even
more important today to preserve the
vital role that credit unions play in
their communities and the overall
economy. We cannot afford to lose sight
of the forest for the trees.
Collaboration can positively impact all
areas of your business. Now is the time
to put real tools in place to
collaborate:
With members – to better understand
and meet their needs, and strengthen
relationships
With other credit unions – to share
best practices and compatible
processing tasks so that you can
operate more efficiently
With technology providers – to
ensure that you are getting the
solutions and capabilities you need,
when you need them
This session will discuss the importance
of collaboration for credit unions and
explore some of the latest tools
available to facilitate effective
collaboration among your constituents.
Terence Roche
Principal, Cornerstone Advisors, Inc.
Terence Roche brings to his position as
principal at Cornerstone Advisors more
than 25 years of experience in banking
and consulting.
We are witnessing unprecedented changes
in the payments area. New entrants, new
technology, rapidly evolving consumer
behavior and an uncertain regulatory
environment will all have a big impact
on strategy and revenue.
In this session, Terrence will look at
the emerging payments field and discuss
what credit unions need to do to stay
relevant with members and profit going
forward.
Terence has been invited to speak before
various bank and credit union
conferences, including BAI's Retail
Delivery and Internet Delivery/Risk
Management conferences. He has spoken
before the client meetings and user
conferences of numerous vendors. An
expert in bank systems and technology,
Terence is among the authors of The
Cornerstone Report: Benchmarks and Best
Practices for Mid-Size Banks, The
Cornerstone Report: Benchmarks and Best
Practices for Credit Unions and The
Mid-Sized Bank Study 2002. Terence
displays his far-reaching knowledge as a
frequent contributing author on
GonzoBanker and CUES Technology
Edge. He has been published in
numerous banking periodicals, including
American Banker, Bank Technology
News, Independent Banker and Credit
Union Management (CUES).
THE UGLY, BAD and GOOD – Impacting
Credit Union Scenarios in a Decade of
Change
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.
The former NCUA Chairman will take a “no
holds barred” look at credit unions in
2011. Only two years into a new decade,
the issues are more challenging than
ever. Corporate stabilization, increased
regulation, insurance premium
assessments, restrictions on
non-interest income…the picture has some
ugly portions. Some other challenges are
merely bad. But, for those who believe
in the credit union industry’s
not-for-profit financial cooperative,
there’s some good news as well. Not
minimizing the challenges but hitting
them head on, Mr. Dollar will address
both the significant challenges and the
unparalleled opportunities.
Mr. Dollar takes his unique background
in credit union leadership, regulation
and as a leading credit union consultant
and brings it to bear in a presentation
that will leave credit union leaders
both challenged and uplifted.
UGLY, BAD AND GOOD will examine today’s
issues such as:
Where will the Corporate Credit
Union Debacle Leave Us as an
Industry?
Will Premium Assessments Become a
Way of Life for Credit Unions?
Can Credit Unions Grow in Today’s
Market?
Are there Sources of Income Credit
Unions are Leaving on the Table?
Are
Credit Union Mergers a Good Thing or
a Bad Thing?
Where is Today’s Regulatory and
Supervisory Environment Headed?.
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.
Hotel Details
Location:
Bacara Resort and Spa
8301 Hollister Avenue
Santa Barbara, CA 93117
Agenda
Wednesday, August 15
CEO Panel Discussion
4:00 pm to 6:00 pm
Welcome Reception and Dinner
6:30 pm
Thursday,
August 16
Forum Keynote Presentations
9:00 am to 5:00 pm
"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."
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