(New Jersey, Fairfield County [CT], and New York City/Long Island [NY])

 

Upcoming Meetings:

TBD

Past Meetings:

November 2, 2018: The last meeting was held in Paramus, NJ and focus on fraud trends and prevention.

September 21, 2018: The meeting was held at the Oyster Point Hotel.

June 19, 2018: The event was held at TopGolf in Edison, NJ.

May 11, 2018: The meeting will be held at the Federal Home Loan Bank of New York and focused on Strategic Planning.

March 9, 2018: The meeting will be held at Maggiano's Little Italy in Bridgewater, NJ.

November 17, 2017: The meeting was be held at Maggiano's Little Italy in Bridgewater, NJ. 

September 22, 2017: The meeting was held at the Oyster Point Hotel. Peter Liska led a session on the foreclosure process and mortgage lending.

June 16, 2017: The meeting was held at the Fornos of Spain where Mike Neill will spoke about Member Experience and shared some of the most important actions that leaders should take to create a great Member Experience.

February 3, 2017: The meeting was held at Seasons 52.  An educational session was led by Mark Solano of Velocity Solutions.

November 18, 2016: The meeting was held in Bridgewater, NJ at Maggiano's Little Italy. Richard Lafferty from MasterCard led a session on digital commerce.

September 23, 2016 : The meeting was held at the Federal Home Loan Bank in New York. Tom Settino and Angel Santos discussed balance sheet considerations, liquidity planning and industry trends.

April 29, 2016: The meeting was held at The Oyster Point Hotel, Red Bank. The guest speaker, John Jankowski helped us understand the advantages and disadvantages of considering alternatives to a small group insurance benefit program.

February 5, 2016: This meeting was held at Maggiano’s Little Italy. Our speaker, Julie Ann Wessinger, presented: Behavior Styles: Tools to Improve Communication and Productivity.

November 20, 2015: This meeting was held at the Forsgate Country Club. Speaker, David Steel  presented "BE HEARD!" Identifying and Micro-Targeting Prospects Online and Converting them into Customers.

September 25, 2015: This meeting was held at Bridgewater Marriott, Bridgewater NJ. Speaker, Mike Bartoo presented Five Things Credit Unions Should Always be Doing.

May 29, 2015:  This meeting was held at Piero's Italian Restaurant, Union Beach, NJ. Speaker, Carlos Molina, presented on the topic Risk Management and Oversight.

April 10, 2015: The meeting was held at Biagio's Restaurant Wine Room in Paramus, NJ. Speaker, Rosemary S. Gousman, regional managing partner of Fisher & Phillips, LLP presented What is Riskier? Hiring a Criminal or Conducting Background Checks? Can you Require Employees to Come to Work? and Bring Your Own Devices - Just Don't Bring Me a Lawsuit.

October 10, 2014: The meeting was held at the Lucianos Ristorante, Venetian Room in Rahway, NJ. Speaker, Kirk Drake, Founder/CEO of Ongoing Operations LLC, presented "Six Key Considerations for Your Credit Union Technology Plan."

May 2, 2014: The meeting was held at the Lucianos Ristorante, Venetian Room in Rahway, NJ. The topic of the meeting was Mobile Payments and the Impact on Credit Unions.

October 25, 2013: The meeting was held at the Galloping Hills Caterers Union, NJ, .Tansley Stearns from the Filene Institute, will present Social Media: Driving Business Results Through Engagement.

June 14, 2013: The meeting was held at the Galloping Hills Caterers Union, NJ, . Buddy Gill, CAE, Senior Strategic Communications and External Relations Advisor to Chairman Debbie Matz at the National Credit Union Administration, will be presenting an NCUA Regulatory and Legislative.

April 19, 2013: John A. Levy, Co-Found and Executive Vice President of IMM, presented: Like it, Love it, Gotta Have It...Credit Unions-Cloud-based Signatures and more, at the Bridgewater Marriott.

February 15, 2013: Dr. James W. Hughes discussed the state of our regional economy at the Bridgewater Marriott.

September 21, 2012: The meeting was held at the Bridgewater Marriott. Steve Heusuk, Senior Manager, Strategy & Business Development for CUNA Mutual Group, presented on Fee Income Strategic Issues. 

June 8, 2012: The meeting was held at the Bridgewater Marriott. The topic was Building Toward A World Beyond Plastic. Guest speaker, Nat Rosenberg (the Senior Vice President, Independent Banks and Credit Union Market Team Lead, for New Business Development, MasterCard) discussed the next generation of payments coming to the United States.

March 30, 2012: The meeting was held at the Bridgewater Marriott. Michael Bartoo of Marquis gave a presentation entitled, Know Your Member - Turning Information into Actionable Knowledge.