CU CEOs meet in central NY for Association’s CEO Roundtable

Flat compass pointing northeastThe 2018 CEO Roundtable event was held last week at the DoubleTree by Hilton in East Syracuse. The two-day event was specifically geared toward CEO/managers of New York credit unions with up to $100 million in assets.

The CEO Roundtable has been consistently ranked by participants as being among the New York Credit Union Association’s most important and effective offerings. The event featured both guided and open dialogue, and ample opportunity for credit union CEOs to network with peers in their asset category.

“The CEO Roundtable has been on my ‘must attend’ list for many years and is the one conference I will attend no matter what,” said Marie Betti, CEO of Western New York FCU and Association board chairwoman. “I have gained endless amounts of information over the years and have become friends with many of the attendees.”

The event included presentations by:

  • Michael Tasner of No Joke Marketing;
  • RJ Tamburri of the Association and Tom Sakash of CUNA;
  • Marc Inger of CUNA Mutual Group;
  • Matt Tedeschi of Jaeger & Flynn;
  • Christopher Quereau of Vibrant Creative; and
  • Amy Piche of Balance Sheet Solutions

Additionally, the Roundtable included peer-to-peer dialogue facilitated by longtime credit union consultant George Towle, a former vice president for CUNA.

“My biggest takeaway from this conference is learning new ways to market our credit union and build awareness, ideas on how to grow our membership and how to improve engagement of our members and staff,” said Mark Welshoff, president/CEO of O&R Utilities Employees FCU.

Welshoff also encouraged other New York credit union CEOs to attend Roundtable events in the future.

“You need to carve out time from your schedule to attend,” he said. “There are two meetings a year and you get a different perspective from CEOs around the state. You also build long-term relationships, which are helpful in the future.”

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