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The Executive Dialogue is open to CEOs in large asset size credit unions $500M and up. This conference is an informative presentation and discussion on timely topics relative to large asset size credit unions and features small group discussions and invaluable networking.
Wednesday, October 13th | ||
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7:00 a.m. - 8:00 a.m. | Golf Registration and Breakfast - Optional |
Tiburón Golf Club |
8:00 a.m. - 12:00 p.m. | Networking Round of Golf - Optional |
Tiburón Golf Club |
11:30 a.m. - 1:00 p.m. | Registration | Blue Heron Foyer |
11:30 a.m. - 1:00 p.m. | Networking Luncheon | Cypress Courtyard |
1:00 p.m. - 1:15 p.m. | Welcome and Opening Remarks Patrick La Pine, CEO, LSCU & Affiliates Kevin Johnson, CEO, Suncoast Credit Union; Chairman, League of Southeastern Credit Unions |
Blue Heron |
1:15 p.m. - 3:00 p.m. | Opening Session: Credit Unions at the Crossroads Steve Williams, Facilitator, President & Partner, Cornerstone Advisors, Inc. Steve Williams will share his 2021 industry perspectives and a look-ahead to the next decade of financial services. Williams will offer up key strategic imperatives for credit unions navigating the balance between the need to perform today and transform tomorrow. Williams will then engage the group in key expectations and predictions for how future external and competitive trends will unfold. In Part 2 of this session, Williams will share best practices and facilitate discussion on how credit unions are responding to fintech innovation and disruption in the industry and how the member experience is being transformed across delivery channels. |
Blue Heron |
3:00 p.m. - 3:15 p.m. | Afternoon Break | |
3:15 p.m. - 5:00 p.m. | Shark Tank Presentations by: America's Credit Unions Mutual Group's Advantage Digital, CUNextGen, QU-Secure, Active AI |
Blue Heron |
5:30 p.m. - 6:30 p.m. | Reception | Putting Green |
6:30 p.m. - 8:00 p.m. | Group Dinner | Putting Green |
8:00 p.m. - 10:00 p.m. | Networking After Dark Cocktails & Cigars |
Ría |
Thursday, October 14th | ||
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7:30 a.m. - 8:30 a.m. | Breakfast Available |
Cypress Courtyard |
8:30 a.m. - 10:00 a.m. | Session I: Addressing the Revenue Recession In this session, Steve Williams will facilitate a best practices discussion on revenue growth in a difficult yield curve environment. We will discuss how credit unions are: 1) identifying loan growth opportunities outside of auto, mortgage and credit cards; 2) deepening lending into credit tiers; and 3) creating new partnerships for loan participations and purchases. In addition, Williams will provide an update regarding key pressures on credit union payments revenue (overdraft income and interchange) and how credit unions plan to mitigate declining revenue margins in this area. |
Blue Heron |
10:00 a.m. - 10:15 a.m. | Morning Break | |
10:15 a.m. - 11:45 a.m. | Session II: Winning the Talent War As the workplace evolves and demand for skilled talent grows, credit unions must execute more intentional and innovative strategies to create a winning culture and be positioned as an employer of choice. The group will share best practices on the growing discipline of talent management inside the most progressive credit unions. The group will tackle how rising front-line labor costs will be addressed in the future and how credit unions can drive greater scale efficiencies in the future. |
Blue Heron |
11:45 a.m. - 12:45 p.m. | Luncheon | Cypress Courtyard |
12:45 p.m. - 2:15 p.m. | Session III: M&A and Future Industry Collaboration In this session, the group will share best practices on M&A negotiations, driving value through integration and where bank purchases are playing a strategic role. In addition, we will review the new ways credit unions are seeking to strategically collaborate more effectively in the future. |
Blue Heron |
2:00 p.m. - 2:15 p.m. | Afternoon Break | |
2:15 p.m. - 3:00 p.m. | Wrap Up/Next Steps | Blue Heron |
Ritz-Carlton Golf Resort Naples
The reservation cutoff date is September 21, 2021. A group rate of $259 has been secured for this event. These rates will be honored three days prior and post event dates, subject to hotel availability. Please contact education@lscu.coop if you have questions or require assistance.
Steve Williams
President and Partner
Cornerstone Advisors, Inc.
Bio
Steve Williams is a Founding Partner and the President of Cornerstone Advisors, a national management and technology consulting firm that services the bank, credit union and fintech markets. Steve has worked with many of the nation’s largest credit unions on strategic planning, performance improvement and technology planning initiatives. Steve formerly worked as a banker with Chase, and a consultant with Arthur Anderson & Co. Steve is a regulator contributor to Gonzobanker, Cornerstone’s industry blog and is an in-demand speaker at bank and credit union events nationwide. He is also an instructor at the ABA Stonier Graduate School of Banking at the University of Pennsylvania.
The registration fee is non-refundable if cancelled after October 1, 2021. Please submit substitutions and cancellations in writing to education@lscu.coop by 5 p.m. on October 1, 2021.
LSCU recommends wearing a face mask in any public space to protect against COVID-19
Safety is of the utmost importance at the CEO Executive Dialogue. To that end, the League of Southeastern Credit Unions & Affiliates and the management of the Ritz-Carlton Golf Resort, Naples are taking proactive steps to ensure your health and safety and minimize exposure to the COVID-19 virus during this event for all participants. LSCU & Affiliates reserves the right to revise these policies and protocols at any time upon reasonable notice to meeting participants and to prohibit participation by any meeting participants that fail to comply with these policies and procedures.
GENERAL
PRIOR TO CONFERENCE
REGISTRATION
LSCU & Affiliates staff at the Executive Dialogue Registration Area will be available to answer questions and provide assistance for participants.
MEETING ROOMS
FOOD/BEVERAGE
HOTEL
ADDITIONAL INFORMATION
LOCAL MEDICAL PROVIDERS
Naples Collier Hospital (NCH) North
Distance: ~10 Minutes
Facility Address: 11190 Health Park Blvd
Phone (230) 624-5000
Physicians Regional Medical Center (Pine Ridge)
Distance: ~12 minutes
Address 6101 Pine Ridge Road
Phone: 239 348-4000
North Naples Fire Department
Distance: ~10 minutes
Facility Address: 7010 Immokalee Road
Phone: 239-348-7540
Collier County Sheriff’s Office
Distance: ~11 minutes
Facility Address: 776 Vanderbilt Beach Road
Phone: 239-252-9100
Pharmacy (closest)
CVS
Distance: ~4 minutes
Facility Address: 2375 Vanderbilt Beach Rd
Phone: 239-596-4577
Walk-In Clinic
NCH Immediate Care - Vanderbilt
Distance: 9 minutes
Facility Address: 801 Vanderbilt Beach Road
Phone: 239-624-8220
Patty is the EVP/COO and general counsel for the Michigan Credit Union League & Affiliates. She previously served as an attorney with Holzman Corkery, PLLC, having become a partner in 2005. She graduated from the University of Michigan-Dearborn and attended Wayne State University Law School. She has experience representing financial institutions, specializing in complex litigation and assisting clients in several areas, including contract and vendor disputes, bond claim disputes, contract negotiation, collection, recovery and employment.
Jared is president at League of Southeastern Credit Unions and has been with the organization since 2011. He has more than 17 years of experience lobbying and as an association executive, including as chief legislative aide in a private lobbying firm and director of public policy for the American Cancer Society’s Florida Division. Jared graduated from The Florida State University in 1999 with a bachelor's of arts degree in history and from The Florida State University College of Law in 2006 with his juris doctorate degree. He is also a member of the Florida Bar.
Kevin is a publisher and a consultant with TEAM Resources and oversees the TEAM Resources board self-evaluation programs. He is co-author of A Credit Union Guide to Strategic Governance that helps governance teams become as effective as possible. He previously spent 10 years at the Credit Union National Association (America's Credit Unions), in the Center for Professional Development as director of volunteer education. He holds a master’s degree from DePaul University, Chicago, Illinois and a bachelor’s degree from Miami University, Oxford, Ohio.
David is an author, consultant and nationally recognized speaker, as well as an attorney and partner in the law firm of Reed and Jolly, PLLC. He is the founder of CUDoctor, a full service credit union consulting practice. He has experience providing guidance to credit unions concerning a variety of matters including policies and procedures, organizational compliance, collections and more. He received his undergraduate degree from Virginia Tech and his juris doctorate from George Mason University School of Law.
Kela is a compliance coordinator at the League of Southeastern Credit Unions, starting almost 6 years ago as a compliance specialist in Southeast Georgia. She is responsible for the weekly Compliance eNewsletter, answering compliance questions that come in from credit unions via email and phone, as well as managing the InfoSight website that many affiliated credit unions use as a resource to learn their compliance obligations at the federal and state level. Prior to working at the LSCU, Kela worked in the banking industry managing operations at the branch level.