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RFG Press Release

Top Credit Union Executives Pack Annual CEO/Directors’ Forum in Sonoma, Calif.

Lombard, Ill., September 2, 2008 – Raddon Financial Group (RFG), a strategic business unit of Open Solutions Inc.®, recently hosted their annual CEO/Directors’ Forum for CEOs and directors of credit unions with assets in excess of $500 million. The forum, held from August 6th through 8th at the Fairmont Sonoma Mission Inn and Spa, Calif., featured a keynote presentation by executive-leadership visionary, Will Marré, founder of the REALeadership Alliance and co-founder of the Covey Leadership Center. Additionally, the event offered a CEO panel discussion moderated by credit union veteran; Steve Lumm, former president and chief executive officer of Addison Avenue Federal Credit Union; and timely presentations from industry-leading speakers, including: Dennis Dollar, Dollar Associates; Terence Roche of Cornerstone Advisors; Richard Crone, chief executive officer and founder of Crone Consulting; and RFG’s Bill Handel, vice president of research and product development.

The annual forum is designed for chief executives and directors of large credit unions. Participating credit unions averaged more than $1.8 billion in total assets.

A forum highlight was the keynote presentation on leadership by Will Marré. “Will provided a vision and a strategic direction for the credit union industry that both inspired and challenged our audience of chief executives. He offered a unique perspective on the role of organizations and leaders in a new future of corporate social responsibility and encouraged each credit union and the industry to find a unique value advantage,” explained Bob Dye, general manager and chief operating officer of RFG.

“This was my first CEO/Directors’ Forum, but not the last. Good program topics – presenters are top notch and the location is right. I'm already setting up meetings back home to discuss and act on some topics and standout ideas,” said Brent Lawrence, senior vice president, Mountain America Credit Union. “This forum is one of the best credit union educational events I've attended, ever,” commented Ann Hoyt, director and former chair, University of Wisconsin Credit Union. “Very relevant presentations, actionable content and great setting. Outstanding value!” offered David Bard, president and chief executive officer of New England Federal Credit Union.

The forum was capped by RFG’s inaugural Crystal Performance Awards dinner, during which RFG recognized eight credit unions for high performance in 2007: America First Credit Union, Coast Central Credit Union, Lockheed Federal Credit Union, Los Angeles Firemen’s Credit Union, Mountain America Credit Union, Randolph-Brooks Federal Credit Union, San Diego County Credit Union and SchoolsFirst Federal Credit Union. These credit unions ranked among the top 10 nationwide as measured by the RFG Performance Index.

The 2009 CEO/Directors’ Forum is scheduled for August 12th – 14th at The Broadmoor in Colorado Springs, Colorado. For more information about the CEO/Directors’ Forum visit or call 800.827.3500.

About RFG
RFG, a business unit of Open Solutions Inc., has been providing research-based solutions exclusively to the financial industry since 1983. RFG understands the industry and knows how consumers interact with financial institutions. By using best practices in research, analysis and trends to create customer intelligence, RFG plays a key role in helping financial institutions manage their customer relationships and their organizations.

For more information about Raddon Financial Group, contact Dan McGowan by email at or by phone at 800.827.3500. Visit Raddon Financial Group online at

About Our Parent Company
Open Solutions Inc. offers a fully-featured strategic product platform that integrates core data processing applications built on a single centralized Oracle® relational database, with Internet banking, cash management, CRM/business intelligence, financial accounting tools, imaging, Check 21, digital document, interactive voice response, technology services, payments and loan origination solutions. Open Solutions’ full suite of products and services allows banks, thrifts, credit unions and financial service providers in the United States, Canada and internationally to better compete in today’s aggressive financial services marketplace, and expand and tap their trusted financial relationships, client affinity, community presence and personalized service.

For more information about Open Solutions or its financial product line, contact Mickey Goldwasser by email at, by phone at 860.652.3153 or via fax at 860.652.3156. Visit Open Solutions’ Internet site at

Open Solutions Inc. is a registered trademark of Open Solutions Inc. All other company and product names may be trademarks of their respective owners. Copyright 2008 Open Solutions Inc. All rights reserved.


Copyright ©2008 Open Solutions Inc. All rights reserved. Raddon Financial Group is a business unit of Open Solutions Inc.


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