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September 2020

2020 Bank Chief Financial Officer Roundtable

September 20 - September 22

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

Vincent Hui
Managing Director
Onker Basu
Senior Director
Emily Waite
Client Relations Director

2020 Credit Union Chief Financial Officer Roundtable

September 22 - September 24

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

Steve Williams
President & Partner
Ryan Rackley
Managing Director
Emily Waite
Client Relations Director

2020 Talent Management & Leadership Roundtable

September 27 - September 29

An executive exchange providing a private forum for financial institution human resource 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 Director

October 2020

2020 Credit Union Digital Sales & Marketing Roundtable

October 7 - October 9

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

Jim Burson
Managing Director
Amanda Swanson
Senior Director
Emily Waite
Client Relations Director

November 2020

2020 Credit Union Payments Roundtable

November 4 - November 6

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

Brandi Gregory
Senior Director
Tony DeSanctis
Senior Director
Michelle Gothan
Marketing Associate
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