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August 2020

Credit Union CEO Virtual Roundtable – Session 2

August 11 - August 12

Each session will run on two (2) consecutive days from 8:00 am PT/11:00 am ET through 11:00 am PT/2:00 pm ET. TOPICS INCLUDE: 1. COVID-19's Impact: What Will the New Normal Look Like? 2. Digital Delivery: What Gaps Did COVID Expose and How Are We Addressing Them? 3. Credit Risk…

Scott Sommer
CEO & Partner
Steve Williams
President & Partner
Emily Waite
Director of Client Development

Negotiating Vendor Contracts to Benefit the Bottom Line

August 12 @ 11:00 am - 12:00 pm EDT

Seasoned advisors discuss the ins and outs of negotiating vendor contracts and share real-life stories from the field. Attendees of the 60-minute webinar can expect to learn the following : Contract negotiations in a COVID environment, The contract "gotchas" to heed prior to signing on the dotted line,  Leveling the playing field…

Credit Union Merger Preparedness – Seizing the Strategic Opportunity

August 19 @ 11:00 am - 12:00 pm EDT

Will you be ready when the next merger opportunity comes along? While the number of credit union mergers has stayed the same, the relative size has increased. The pandemic may have slowed merger activity, but it has not changed the long-term need for credit unions to seek ways to gain…

Vincent Hui
Managing Director

How Fintechs Must Adapt to Bank Client Changes: A Panel Discussion

August 20 @ 9:00 am - 10:00 am MST

Do you have the plans in place to adapt to your customers' needs? Despite a recession that has caused many banks and credit unions to rethink their purchase plans, fintech providers still have sales and retention goals to meet. But how can they engage clients and prospects when so many…

Sam Kilmer
Senior Director
Ron Shevlin
Director of Research
Brad Smith
Managing Director, Technology Services

The Cloud On The Horizon

August 20 @ 2:00 pm - 3:00 pm EDT

Despite the prevalence of attacks and high cost of breaches, many financial institution executives have been lulled by the cloud into a false sense of security about the safety of their data. The reality is that the adoption of cloud computing introduces a host of cybersecurity concerns to banks and…

John Meyer
Senior Director
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