November 21, 2018: Click here for details!
September 26, 2018: Our event focused on credit union Scenario Planning.
March 21, 2018: Our event was held at The Desmond and looked at emerging risk and loss trends associated with issues related to technology, fraud, employees, litigation and compliance.
November 15, 2017: Our meeting was held at The Desmond and featured "Growth Strategies heading into 2018" led by Jon Jeffreys, Managing Partner, Callahan & Associates
September 20, 2017: Our event was at the Sheraton Great Valley in Frazer, PA.
January 14, 2015: This lunch meeting was held at The Desmond, in Malvern, PA. Joel Naroff, President and founder of Naroff Economic Advisors, a strategic economic consulting firm, discussed the current economic environment and provided an overview of the risks and opportunities that economic developments might have on credit unions in 2015.
November 19, 2014: This all-day seminar was held at The Desmond, in Malvern, PA. The speaker was Bob Schroeder, VP for Lending Solutions Consulting Inc.
September 18 2014: This lunch meeting was held at The Sheraton Great Valley, Frazer, PA. The speaker was Dennis Dollar, Principal Partner in Dollar & Associates, LLC, and the topic was an update on the risk based capital regulatory proposal, the CUNA CEO position, and the CU industry in general.
May 14, 2014: This lunch meeting was held at The Desmond, Malvern, PA. The speaker was Jeff Rendel and the topic was, "Individuals Win Trophies, Teams Win Championships-- New Knowledge, New Strategies, and a New Mindset."
March 19, 2014: This lunch meeting was held at The Desmond, Malvern, PA. There was a panel discussion on CUSO's & Collaboration.
January 15, 2014: This lunch meeting was held at The Desmond, Malvern, PA. James W. Sherrill, Director- Public Distribution for CUNA Mutual's Credit Union Protection Division (CUP) discussed the risk in not knowing your risk.
November 20, 2013: The meeting was held at The Desmond, Malvern, PA. Join Pierre Cardenas, President, Innovators of Change and Senior Consultant, CU Lending Advice for the All day Lending Seminar.
September 18, 2013: The meeting was held at The Desmond, Malvern, PA. Bill Hampel, Senior Vice President of Research and Policy Analysis and Chief Economist for the Credit Union National Association (CUNA) discussed the Economy and Credit Unions. Bill explored the outlook of the economy for the rest of 2013 and 2014 and it's implications for the financial management of credit unions.
May 22, 2013: The meeting was held at The Desmond, Malvern PA . The topic of the meeting was Compliance Hot Topics including: Compliance Landscape, Compliance Changes, and the Essential Elements of a Compliance program, with presentations by Sandy Thomas, Director of Compliance in Financial Institutions group of Clifton Larson Allen, LLP.
March 22, 2013: More information coming soon
January 16, 2013: Mark Atchison, Vice President of Portfolio Management for the Credit Union Division of Fiserv, discussed Life in the Digital Age and How Credit Unions can Compete and Win!
November 28, 2012: The meeting was held at the Desmond Great Valley Hotel in Malvern, Pa. Jerry Hubbard, President of FTN Financial Capital Assets Corporation provided an overview of economic factors impacting loan portfolio management and the impact of long term assets on the balance sheet.
September 19, 2012: The meeting was held at the Desmond Great Valley Hotel in Malvern, Pa. Fred Johnson, President/CEO of CUES, was the speaker.
May 16, 2012: The meeting was held at the Desmond Great Valley Hotel in Malvern, Pa. Julie R. Ferguson, owner of JRF Consulting Services, LLC, discussed Shift Happens; Creating a Sales Culture.
March 21, 2012: The meeting was held at the Desmond Great Valley Hotel in Malvern, Pa. Lydia Cole, Director of Industry Analysis of Callahan & Associates, discussed credit union lending in the 21st century.
January 25, 2012: Bill Hampel, Senior Vice President of research and policy analysis and chief economist for the Credit Union National Association (CUNA), discussed our credit unions and the economy.