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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
www.raddon.com/forum 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 dmcgowan@raddon.com or by
phone at 800.827.3500. Visit Raddon Financial Group online at
www.raddon.com.
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
mickey.goldwasser@opensolutions.com, by phone at 860.652.3153 or via
fax at 860.652.3156. Visit Open Solutions’ Internet site at
www.opensolutions.com.
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.
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Copyright ©2008 Open Solutions Inc. All rights reserved. Raddon
Financial Group is a business unit of Open Solutions Inc.
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