Speakers

This senior executive and directors' forum featured a keynote from executive-leadership visionary, Will Marré, founder of the American Dream Project and co-founder of the Covey Leadership Center.  Additionally, we offered 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.

CEO Panel Discussion

The CEO Panel Discussion featured four veteran credit union leaders.  Steve Lumm, former President and CEO of Addison Avenue Federal Credit Union and now with Nice Enterprises, lead our panel through a discussion of the industry's most pressing challenges and brightest opportunities.

Panelists included:

John Tippets, former President and CEO
American Airlines Federal Credit Union
Fort Worth, Texas
Assets:  $4.8 Billion

Dennis Hanson, President and CEO
Dow Chemical Employees Credit Union
Midland, Michigan
Assets:  $1.2 Billion

Mike Maslak, President and CEO
North Island Credit Union
San Diego, California
Assets:  $1.8 Billion

David Addison, President and CEO
Texans Credit Union
Richardson, Texas
Assets:  $2 Billion

Keynote Speakers

Raising the Bar: Leadership for the New Future
Will Marré
Founder, American Dream Project

Will Marre is the co-founder and former president of the Covey Leadership Center where he translated the concepts of "The 7 Habits of Highly Effective People" into powerful leadership courses taught to millions of executives worldwide. Will is a pioneer in socially-strategic enterprise. As CEO of the ReaLeadership Alliance, he helps leaders identify, communicate and implement new socially-strategic business models. Will links sustainability to strategy to foster a platform for enduring growth. Will specifically helps organizations identify their “unique value advantage” that amplifies differentiation and value.

An acclaimed speaker, Will recently received an Emmy Award® for writing the learning documentary "Reclaiming Your American Dream" that continues to air on Public Television stations around the country. Will is passionate about helping improve the quality of our personal lives as well as accelerate economic and social improvement throughout the world. He's currently launching "CitizenOne," an education campaign to teach social entrepreneurship to high school and college students worldwide.

How Mobile Phones Are Changing Contact Center Operations, Member Self-Service & Payments

Richard Crone
CEO and Founder, Crone Consulting, LLC

Richard K. Crone leads Crone Consulting LLC, helping financial institutions, billers, merchants, payment networks, processors, start-ups and investors transform payments from a cost of business to revenue-producing new lines of business.  In his 30-year career in financial services, he has focused on harnessing the technological innovations that have shaped the industry.  He has held senior management positions at Dove Consulting; Edgar, Dunn & Company; and KPMG Consulting (now BearingPoint).

Credit Union Industry Outlook

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.

Successfully Executing a Merger

Terence Roche
Principal, Cornerstone Advisors

Terence has been invited to speak before various bank and credit union conferences, including BAI's Retail Delivery, Internet Delivery/Risk Management conferences, and he was the highest rated speaker from the 2007 CEO/Directors' Forum.   An expert in bank systems and technology, Terence displays his far-reaching knowledge as a frequent contributing author of several industry publications and online forums.

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.

Event Details

Who Should Attend?

President/CEO
Board Chairman
Chief Operating Officer
Chief Financial Officer

Chief Technology Officer

Chief Marketing Officer

The CEO/Directors' Forum is

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

2008 Location

The Fairmont Sonoma
Mission Inn & Spa

Sonoma, California
 

2007 Presentations

Please click here to view and download the 2007 forum's agenda and presentations.

Past Attendees

“This was a great event for the executive team at Addison Avenue Federal Credit Union.  The CEO/Directors’ 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/Directors’ 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