August 12-14, 2009 | The Broadmoor | Colorado Springs, Colorado

Speaker Biographies

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.

Peter Duffy
Associate Director, Sandler, O’Neill & Partners

Peter Duffy is Associate Director at Sandler O'Neill & Partners, L.P. in New York City. Duffy works with Credit Unions and banks nationwide in competitive analysis, investment portfolio development, charter decisions, board meetings, loan portfolio sales and ALM.

Duffy is the former Chairman of the Credit Union Executive Society Financial Suppliers Advisory Committee and has been a frequent speaker at credit union and bank conferences since 1996, including the November 2006 AEI Panel on the CU Charter. Duffy has worked with credit unions and banks since 1993, has written a monthly column for C.U.E.S. and has been published in C.U. Times and C.U. Journal discussing issues such as competitiveness, investments, asset/liability management, the economy, the right metrics for CUs and charter decisions.

December 2004 and November 2005, Duffy wrote in his CUES online column a warning to credit unions predicting the financial calamity the US (and credit unions) now finds ourselves.  These columns can be found through the web site of Duffy's book, "The Courage of My Convictions" which can be accessed at www.4courage.com.  Look for "How Consumer's Debt Affects Credit Unions" and "We've Built a House of Cards". Duffy conducts Board Meetings and Senior Management Meetings at many of the nation's largest credit unions.

Duffy is a 1977 graduate of Texas Christian University in Ft. Worth, Texas where he earned a B.A. in Business Management with a Minor in Marketing.

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.

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.

TBD.  An additional veteran credit union leader will join us as keynote speaker.

Forum Links

Register
 

Program Fee:

Early sign-up $295 per person
by April 30, 2009

$495 per person after
April 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.

Hotel Details

Location:
The Broadmoor
15 Lake Avenue
Colorado Springs, CO 80901
Reservations: 800.634.7711
Special Rate: $355 per night
 

Please contact the hotel directly
to make room reservations. 

Agenda

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

2008 Forum

Please click here to view last year's agenda and presenters.

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

"The CEO/Directors’ 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/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