Small Credit Union Roundtable

SCUCE - Small Credit Union Roundtable
Wednesday, June 12, 2024
9:00 a.m. - 1:00 p.m. EST
Location: Cirtus, Collier, Columbia

Feeling the pressure of staying competitive as a small credit union? This roundtable is your one-stop shop for navigating the ever-changing financial landscape. We'll delve into actionable best practices shared by successful peers, offering expert guidance to help you stay ahead of the curve. Finally, we'll explore strategies for attracting and retaining top talent by discussing best practices for crafting competitive executive benefit packages. This interactive session is your chance to benchmark your approach, learn from fellow leaders, and develop a roadmap for success. Register today and leave feeling empowered, connected, and confident in your ability to thrive as a small credit union!

Sponsored by:

Agenda

9:00 a.m. - 9:30 a.m.
Registration and Coffee

9:30 a.m. - 10:00 a.m.
Customized Executive Benefit Programs and Innovative Funding Solutions
Fred M. Palmer, Sr. Executive Benefits Director, TruStage

More than 3,900 executives and 1,300 credit unions leverage the experience of the Executive Benefit Solutions team.* You’ll benefit from an approach designed to support the changing needs of your leadership and credit union. This can include executive benefit programs or a charitable donation account, supported through innovative solutions. Through multiple, non-proprietary funding options from industry-leading firms, your strategies will be individually tailored to your credit union’s risk tolerance and investment preferences.

10:00 a.m. - 11:00 a.m.
Let's Address What Keeps You Up At Night
Stacie Vandenberghe, CEO, CU Innovate

11:00 a.m. - 11:15 a.m.
Break

11:15 a.m. - 12:00 p.m.
Networking Lunch

12:00 p.m. - 1:00 p.m.
Roundtable Discussion
Facilitated by Stacie Vandenberghe, CEO, CU Innovate
and Kelli Silvernale, M.Ed, CRVPM, CASRA, Vice President of CUVM