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April 2018

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.

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

Credit Union CIO Roundtable

April 29 - May 1

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

Quintin Sykes
Managing Director
Brad Smith
Managing Director
Emily Waite
Client Relations and Education Director
September 2018

Mid-Size Bank CIO Roundtable

September 16 - September 18

An executive exchange providing a private forum for CIOs of banks with assets between $1B - $10B. Join us to unlock the value of peer collaboration: share best practices, vet new ideas, and build productive relationships with fellow leaders.

Brad Smith
Managing Director
Jim Trautwein
Senior Director
Emily Waite
Client Relations and Education Director

Credit Union Chief Financial Officer Roundtable

September 18 - September 20

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

Steve Williams
Partner
Vincent Hui
Senior Director
Jim Trautwein
Senior Director

Credit Union HR Roundtable

September 23 - September 25

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

Terence Roche
Partner
Emily Waite
Client Relations and Education Director
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