8:30 a.m. - Breakfast/Registration, Sponsored by Allied Solutions
9:30 a.m. - The Future Ready Credit Union, Terence Roche
12:00 p.m. - Lunch, Sponsored by CO-OP Financial Services
1:00 p.m. - Council Annual Business Meeting
1:30 p.m. - Winery Tour and Tasting, Sponsored by CU Lending
2:30 p.m. - Roundtable Discussions and Networking
4:00 p.m. - Event Concludes
The Future Ready Credit Union, Terence Roche
Credit Unions recognize that member expectations for delivery are changing dramatically and quickly. New delivery, support, and sales capabilities will be needed. In this session we will discuss how Credit Unions can be “future ready”. This session will be very interactive and topics will include:Credit Unions recognize that member expectations for delivery are changing dramatically and quickly. New delivery, support, and sales capabilities will be needed. In this session we will discuss how Credit Unions can be “future ready”. This session will be very interactive and topics will include:
- What will the "future ready" Credit Union look like in key areas, such as branches, lending, marketing and electronic delivery?
- How "future ready" are you today?
- What knowledge and skill sets will be required?
- How will this impact the future org chart?
Workshop attendees will take away key roadmap items and ideas for becoming "future ready."
Terence Roche is a founder of Cornerstone Advisors. He specializes in strategic planning, payments, system selections, and human resources. His prior experience includes chief information officer, retail division manager, and human resources director at mid-size banks and managing director at M One. Cited often in the press and a regular contributor to GonzoBanker, Terence is a nationally sought after speaker and facilitator, including American Banker, ABA, BAI, CUES, and Bank Director. Terence is a graduate of the University of California at Berkeley. He stays Gonzo through his love for family, rock & roll memorabilia, places with beaches, and playing really hard golf courses.
A Special Thank You to Our Sponsors!
CUES Northern California Council Officers
Chair - Chris Petro, Chabot FCU
Vice Chair - David Green, 1st Northern California CU
Treasurer - Nav Khanna, Travis CU
Secretary - Viktoria Earle, Commonwealth Central CU
Director - Blake Cairney, Sacramento CU
Director - James Fisher, UNCLE CU
Director - Rick Hanan, SMW 104 FCU
Director - Lisa Harlow, CoastHills CU
Director - Greg Pulliam, 1st United Services CU
Director - Michael Stremme, Solano First FCU