Create strategies to remain relevant.
Turn your biggest challenges into your greatest advantage.
Cultivate a unified team between executive management and your board.
The CEO Leadership Workshop features speaker Jason Boles, CEO of Fans Created, an innovative results-oriented speaking, training, and consulting services firm specializing in creating internal and external fans for organizations nationwide.
You'll also hear from NCUA Supervisory Examiners—Diane Wiltshire (Mars location) and Susan Robbins (Harrisburg location)—and Rhonda Rumbaugh, VP, Marketing & Professional Development for the Association.
Strategies that WIN
Jason Boles, CEO, Fans Created
If you run a small credit union you know better than anyone the challenges you face on a daily basis - limited budgets
and staffing, the ongoing threat from the competition, and the constant struggle to remain relevant to your members. But
are these challenges or could they be competitive advantages? Maybe it is as simple as changing the way you view and
perceive it. The truth is smaller credit unions often outpace their larger counterparts in key areas such as growth and
profitability. This session is designed to challenge the way you view your credit union’s size. Be prepared to discuss
ways to identify and market your strengths and how to turn your biggest challenge into your biggest advantage
Rhonda Rumbaugh,VP, Marketing & Professional Development
Join in discussion on key trends that will impact your credit union. Discover how CU Analyzer, the Association’s newest dues-supported offering, can help you in strategic planning and execution. Benchmark your results and share information with your board and staff to guide future efforts.
Management & Your Board: Working Together
Jason Boles, CEO, Fans Created
One of the key ingredients to running a successful credit union is the relationship between volunteers and senior
management. Remove this element and failure is almost a certainty. With the ever-evolving complexity of running today’s
credit union, open and honest communication between both parties is a necessity. This session will uncover the dynamics
that could possibly drive these two equally important teams apart, the dangers included, and what you can do to keep it
from happening. Be prepared to discuss your personal role in helping maintain a unified team at the top.
NCUA Regulatory Update
Supervisory Examiners Diane Wiltshire (Pittsburgh) and Susan Robbins (Harrisburg)
Learn about the examination hot topics and priorities, and understand federal regulatory issues affecting credit unions. NCUA Supervisory Examiners will listen to and address the challenges and concerns for the 2013 regulatory environment.
$179 per attendee
Credit unions under $30 million in assets attend for only $134!
Session Runs 9:00 a.m. - 4:00 p.m.
Registration opens at
Continental breakfast and lunch included.
LUNCH SPONSORED BY PACUL SERVICES, INC.
Four Points by Sheraton
910 Sheraton Drive
Mars, PA 16046
One North Second Street
Harrisburg, PA 17101