August 11-13, 2010 | The Broadmoor | Colorado Springs, Colorado

The CEO Panel Discussion featured veteran CEOs representing progressive, high-performing credit unions which discussed the industry's most pressing challenges and brightest opportunities.

Moderator:
Bob Dye, General Manager and COO
Raddon Financial Group

Panelists included:
Rick Craig, President and CEO
America First Credit Union
Ogden, Utah

Tum Vongsawad, Interim President and CEO
San Diego County Credit Union
San Diego, California

Rich Andrews, President and CEO
F&A Federal Credit Union
Los Angeles, California

How Mobile Payments are Changing the Industry

Wences Casares
Founder, Co-Chief Executive Officer, Director

Wences Casares is founder and co-chief executive officer of Palo Alto, Calif.-based Bling Nation, a provider of mobile payments services that connects financial institutions, businesses and consumers through mobile tap-and-pay purchases at the point of sale. Mr. Casares is responsible for overseeing the long-term direction and growth of Bling Nation.

As a global entrepreneur specializing in the technology and financial markets, Mr. Casares was instrumental in several business developments before founding Bling Nation. In 1994, he launched Argentina's first Internet Service Provider, Internet Argentina S.A., and later founded the online brokerage, Patagon, Latin America's first comprehensive Internet financial services portal. The company expanded its online banking services to the United States, Spain and Germany and was later sold to Banco Santander. In 2002, Mr. Casares and his partners at MECK, a private equity firm, founded Banco Lemon, a Brazilian retail bank serving the underbanked population, which Casares and his partners have helped grow into the largest microfinance institution in Brazil.

Mr. Casares studied business administration for three years at the Universidad de San Andres in Buenos Aires, Argentina and completed the Owner/President Management program at Harvard University.

Download Presentation:
How Mobile Payments are Changing the Industry (PDF - 1.26MB)
 

Too Small To Fail: How the Financial Crisis Changed the World's Perceptions 

Louis Hernandez, Jr.
Chairman of the Board and CEO of Open Solutions Inc.

Louis Hernandez, Jr. is chairman and CEO of Open Solutions Inc., a leading provider of enterprise-wide enabling technologies for financial institutions.

Mr. Hernandez serves on the boards of HSBC North America Holdings Inc., HSBC USA Inc., and HSBC Bank USA, N.A., Avid Technology Inc., Unica Corporation, the Connecticut Center for Science and Exploration and Connecticut Children's Medical Center. Mr. Hernandez is a recipient of the Hartford Business Journal's Business Person of the Year, an Ernst & Young New England Entrepreneur of the Year finalist, a 2007 Innovator of the Year and inducted into the Leadership Hall of Fame by Bank Technology News.

Mr. Hernandez has also just recently published a book, "Too Small to Fail," in which he suggests that now is the perfect time for the leaders of today's community-based financial institutions to seize the day and lead the financial services industry back to the center of economic vitality and drive economic growth - one community at a time.

Mr. Hernandez is also very involved in all levels of soccer. He is a licensed premier and travel club youth soccer coach and is also a part-owner of the Boston Breakers, a women's professional soccer team.

Download Presentation:
Too Small To Fail: How the Financial Crisis Changed the World's Perceptions (PDF - 1.80MB)
 

Navigating the Current Regulatory Environment

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. As part of the NCUA Board, Mr. Dollar oversaw the making of all regulations for federal credit unions and the administration of the federal insurance fund covering approximately 9,500 federal and state chartered credit unions in the United States.

In his capacity as NCUA Chairman, Mr. Dollar also served as Vice Chairman of the Federal Financial Institutions Examination Council (FFIEC). The FFIEC is charged by the U.S. Congress with the responsibility for coordinating the examination and supervision programs of the five federal financial regulatory agencies.

Mr. Dollar received his bachelor's degree from the University of Mississippi and is married with two children.

Download Presentation:
Navigating the Current Regulatory Environment (PDF - 2.39MB)
 

The Board as a Competitive Advantage

Dennis McCuistion, CSP
Professional Speaker, Author and TV Host

CONSULTANT
Dennis McCuistion is a former bank CEO who consults with financial institutions and other businesses on top management issues. He facilitates strategic planning sessions, offers advice on director/CEO issues and serves on boards and audit committees of public and private companies.

SPEAKER/FACILITATOR
His keynote speeches are filled with humor and inspiration designed to move audiences to action. He develops and teaches seminars on banking, economics and free enterprise for financial institutions, corporate clients, conferences, schools and associations across the country. Mr. McCuistion excels as a moderator who brings out the best in people.

AUTHOR/EDUCATOR
Mr. McCuistion is the author of three books on banking and hundreds of trade articles. He teaches business communications and corporate governance at the University of Texas at Dallas and is Director of Special Initiatives at the Institute for Excellence in Corporate Governance.

TV HOST
He is the host and executive producer of the award-winning McCUISTION television program on PBS, syndicated weekly throughout the U.S. The McCUISTION Program provides an intellectually stimulating and objective forum of ideas, always "Talking About Things That Matter With People Who Care."

Download Presentation:
The Board as a Competitive Advantage (PDF - 2.19MB)
 

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 Raddon Financial Group in 1990, he has developed several unique programs to assist credit union executives manage the performance of their organizations. Mr. Handel is the author of several books for the financial services industry in the area of product pricing and product development.

As chief architect of RFG's credit union analysis program called the CEO Strategies Group, he has helped over 1,000 credit unions improve organizational performance. Mr. Handel is a frequent and highly-rated speaker at many credit union and banking industry conferences.

Download Presentation:
Key Traits of High Performance Credit Unions (PDF - 1.67MB)

Forum Links

Program Fee:

$495 per person

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:
Ritz Carlton Laguna Niguel
One Ritz-Carlton Drive
Dana Point, CA  92629
Reservations: 800-930-5146
 

Please contact the hotel directly
to make room reservations. 

Agenda

Wednesday, August 17
CEO Panel Discussion
4:00 pm to 5:30 pm

Welcome Reception and Dinner
6:30 pm

Thursday, August 18
Forum Keynote Presentations
9:00 am to 5:00 pm

Reception
6:30 pm

Crystal Performance
Awards Dinner
7:00 pm

Friday, August 19
Optional Round of Golf
 

Previous Forums

To view previous agendas click the links below

2009 Agenda

2008 Agenda
2007 Agenda

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

"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