2022 CEO Roundtable agenda: Share ideas, lead CU movement forward

The New York Credit Union Association has announced details for its popular upcoming CEO Roundtable. CEOs, this is your chance to share ideas and hear and discuss ways to best position your credit union to lead our movement forward!

The Association’s 2022 CEO Roundtable, designed for credit unions with assets up to $100 million, is set for Oct. 25–26 at the del Lago Resort & Casino in Waterloo.

The event will feature both guided and open dialogue with Shawn Temple, Director of Strategy, On the Mark Strategies, along with opportunities to network with your peers from across our state. Attendees have consistently cited the timely updates, facilitated dialogue and networking as their reasons for attending this event year after year.


Tuesday, Oct. 25
9 a.m. to 10:  Registration
10 a.m. to 10:15: Welcome, William J. Mellin, president/CEO, New York Credit Union Association
10:15 a.m. to 11:45: “The Great Regret: Navigating Today’s Job Market, Recruitment & Retention,” presented by Diane Pape Reed, CEO, CUDoctor
11:45 a.m. to 12:45 p.m.: “Connecting Consumers to Credit Unions: Raising Awareness & Engagement,” presented by Chris Lorence, executive director, Credit Union Awareness
12:45 p.m. to 1: Alloya Corporate FCU update
1 p.m. to 1:30: Lunch
1:30 p.m. to 2: CUNA Mutual Group update
2 p.m. to 5: CEO dialogue & open discussion
6 p.m. to 8: Reception

Wednesday, Oct. 26
8:30 a.m. to 9: Breakfast featuring OwnersChoice Funding and New York Credit Union Foundation updates
9 a.m. to 10:15: Credit union industry and compliance updates from Mark Treichel, founder, Credit Union Exam Solutions & Genevieve Caputo, director of compliance services, New York Credit Union Association
10:30 a.m. to noon: CEO dialogue & open discussion

Hotel reservation deadline is Sunday, Sept. 25; event registration deadline is Monday, Oct. 10. Professional development grants are available for this event.

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