Prepare yourself for new opportunities—just over the horizon.

CEO Summit offers a relaxed environment for you to recharge and refresh your focus. This year features experts on critical topics including revenue growth, technology risk management, and mergers. Discover new approaches to process improvement and sales and service coaching.

Enjoy the time networking with fellow CEOs, and return to your credit union inspired and energized, ready to chart your course through a sea of change. The CEO Summit is co-sponsored by the Delaware Credit Union League, the Maryland/District of Columbia Credit Union Association, the New Jersey Credit Union League, the Credit Union Association of New York, the Pennsylvania Credit Union Association, and the West Virginia Credit Union League.


SPEAKER BIOS

AGENDA

HOTEL DETAILS

Thank you to our CEO Summit sponsors!


Credit Union 5.0: Survival of the Fittest
Alix Patterson, Chief Operating Officer, Callahan & Associates

Learn how to prepare for the next generation of competition, while remaining relevant as the marketplace for financial services continues to evolve. Alix Patterson will present concepts and best practices of leading edge credit unions that are already changing their approach to people, data, partners, products, delivery channels, and revenue growth.

Are Inefficiencies Causing Your Balance Sheet to Tilt?
Richard Miller, EVP and Ron Jennings, EVP, John M. Floyd & Associates

Like many credit unions, you’ve probably made substantial budget cuts the past few years to overcome reduced income generation. But are inefficient procedures and staffing levels, along with higher non-interest expenses creating unnecessary stress on your budget?

Join Richard Miller and Ron Jennings as they discuss how re-evaluating your organizational structure, branch profitability, and workload distribution can lead to a more productive, cost-effective organization. Together we'll review how to ensure that your products and services match the needs of consumers in your market, as well as provide tips on maximizing your member relationships.

Legal Aspects of Credit Union Mergers
Robert Rutkowski, Esquire

Attorney Robert Rutkowski will walk attendees through the legal process behind credit union mergers, for both federally chartered and Pennsylvania State chartered credit unions. As a veteran of many credit union mergers, Rutkowski will offer pointers on due diligence, as well as tips on how to salvage a merger that is falling apart. Additionally, he will cover the NCUA's Purchase and Assumption mechanism regarding how to acquire another credit union's assets in liquidation. Whether you want to dive in-depth about the merger process or simply pick up some casual tips, this session has something for everyone.

Enterprise Strategies for IT Risk Management and Growth
Randy Romes, Principal, Information Security – Financial Institutions, CliftonLarsonAllen LLP

Advances in mobile technology, cloud computing, and social media present opportunities to grow with our members. The challenge of managing that growth in the face of rapid technology change can be daunting. In this session, we will explore how credit unions are benefiting from mobile technology, cloud computing, and a progressively tech savvy membership. Participants will leave with practical, enterprise-level strategies for managing the risks related to these opportunities in a manner that allows for growth and service enhancement.

Shift Happens: Transitioning to a Sales Culture in an Operational Environment
Julie Ferguson, JRF Consulting Services

Building a culture where every employee thinks about how their interactions affect the member and the credit union’s bottom line sounds easy, but we know differently. Change is hard. Some of your staff are already great order takers, fulfilling your members’ needs effectively...when asked. Join Ferguson for a discussion about ways your credit union can create a culture that expects engagement at a new level; turning reactive into proactive.


REGISTRATION DETAILS
Registration is $695. Spouses and guests may register for $139, and they are invited to attend Sunday's Welcome Reception and breakfast each morning of the conference.

For questions or assistance, please contact Pam Stein, Director of Education and Professional Development, Pennsylvania Credit Union Association, at 800-932-0661, ext. 2290.

Pennsylvania credit union CEOs click here for online registration.
Delaware, Maryland/D.C., New Jersey, New York, and West Virginia CEOs click here for a registration form.


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Pennsylvania Credit Union Association/Pacul Services, Inc.
Contact us at 800.932.0661 or www.pcua.org.

Day 1 Registration - MARS Day 1 Registration - LANCASTER Both Days Registration - MARS Both Days Registration - LANCASTER Pacul Services, Inc.  supports the CEO Summit! Deluxe, a CEO Summit co-sponsor! CO-OP, a CEO Summit co-sponsor! CUNA Mutual Group to co-sponsor the Welcome Reception LSC sponsors CEO Summit Vendor Fair Breakfast! Credit Union Student Choice, a CEO Summit co-sponsor!