Credit Union CEO Summit
Topics & Objectives

Please note that the Topics/Objectives listed below are subject to change.

Survival and Success: A New Era in Financial Services

Mark Sievewright, Fiserv
The shockwaves from the credit crisis have fundamentally changed the financial services industry. What hasn’t changed is the need for credit unions to pursue positive growth strategies. Some of the key questions facing credit union leaders have a familiar look to them. How will credit unions emerge from this far-reaching period of change? How are members and delivery channels changing? How can you compete effectively? What strategies will help credit unions grow? This session will provide trends, analysis, and ideas around these key topics.

Positioning Your Credit Union in the Current Economic Environment

Steve Rick, Credit Union National Association
Steve will provide an analysis of how credit unions are responding to today’s credit and housing market challenges. Learn about the array of factors leading to the demise of the investment banking industry. Discuss what the future holds for home prices, the economy, and ultimately savings and loan growth for credit unions.

Your Board and Management: Latest Issues in Fiduciary Responsibilities and Governance

Chris Pippett, Saul Ewing Law Firm
Rick Wargo, Pennsylvania Credit Union Association
Discover effective ways for your management team and board to handle fiduciary obligations and governance matters. You’ll learn about special concerns you may face with merger transactions, third party due diligence, or so-called hostile takeovers. Discuss practical strategies for spotting conflicts of interest and isolating conflicts from a transaction. Even if you don’t anticipate merger activity, you’ll come away with helpful guidance on board, management, and governance issues.

Talent, Benefits, and Your Balance Sheet

Michael Downey, CUNA Mutual Group
How can you use non-traditional investment options to recruit, retain, and reward key executives? Explore ways to offer compelling executive benefit packages, as well as offset escalating liabilities for health insurance, retiree health benefits, and 401-K matches. Discuss strategies for aligning your benefit programs with your credit union's long-term interests. Find out how to successfully design and finance non-qualified programs.

Regulatory Update

Jane A. Walters, NCUA
Get an update on NCUA’s hot topics and priorities in credit union compliance. Understand how federal regulatory issues may affect your credit union.