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March 2018

Credit Union Retail Roundtable

March 6 - March 8

An executive exchange for credit union retail executives to unlock the value of peer collaboration: share best practices, vet new ideas, and build productive relationships with fellow leaders.

Jim Burson
Senior Director
Ron Shevlin
Director of Research
Emily Waite
Client Relations and Education Director
April 2018

Bank CEO Roundtable

April 8 - April 10

An executive exchange providing a private forum for bank CEOs to unlock the value of peer collaboration: share best practices, vet new ideas, and build productive relationships with fellow leaders.

Scott Sommer
President & CEO
Eric Weikart
Partner
Emily Waite
Client Relations and Education Director

Bank Retail Roundtable

April 10 - April 12

An executive exchange providing a private forum for bank retail officers to unlock the value of peer collaboration: share best practices, vet new ideas, and build productive relationships with fellow leaders.

Jim Burson
Senior Director
Ryan Brogan
Senior Consultant
Emily Waite
Client Relations and Education Director

Credit Union CEO Roundtable

April 15 - April 17

An executive exchange for credit union CEOs to unlock the value of peer collaboration: share best practices, vet new ideas, and build productive relationships with fellow leaders.

Steve Williams
Partner
Terence Roche
Partner
Emily Waite
Client Relations and Education Director

Credit Union COO Roundtable

April 22 - April 24

An executive exchange for credit union COOs to unlock the value of peer collaboration: share best practices, vet new ideas, and build productive relationships with fellow leaders.

Steve Williams
Partner
Emily Waite
Client Relations and Education Director
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