Upcoming Meetings:

TBD
 

Past Meetings:

March 15, 2018:  Terence Roche, Cornerstone Advisors, presented "The Future Ready Credit Union."

April 19, 2017: The meeting was held at the Budweiser Brewery in Fairfield! Terence Roche, one of the founders of Cornerstone Advisors, presented "The Nimble and Agile Credit Union in 2017."

May 4, 2016: The meeting began with an educational session at Provident Credit Union with Terence Roche speaking about Innovation and Business Transformation followed by a trip to Oakland A's Coliseum to watch The Oakland A’s Take on The Seattle Mariners.

May 13, 2015: The meeting began with an educational session at Provident Credit Union with Sundeep Kapur speaking about Overcoming the Top 7 Challenges followed by a trip to Oakland A's Coliseum to watch the Oakland A's take on the Boston Red Sox (Sox won 2-0)!

October 2, 2014: The meeting was held at Patelco Credit Union in Pleasanton, California. Speaker, Tom Berdan  with D+H, presented "Synchronizing your self-service and e-strategies" and "Keys to connecting your members to your credit union."

May 29, 2014: The meeting was held at Oakland A's Coliseum. Speaker, Pete Michaels , Chair of the CEO Group, Vistage presented prior to the baseball game.

August 27, 2013:  This meeting was cancelled.

October 8, 2010: The Council's annual meeting was held at SMW 104 FCU, 1750 Abram Court, San Leandro, CA at 9:00 a.m. Board elections took place and there was a discussion on the dates and speakers/topics for the 2011 Council meetings.

August 12, 2010: This meeting was held at Patelco Credit Union in San Francisco. Alan White, President/CEO of Vital Insight, spoke on Enterprise Risk Management.