Credit Union Roundtable Events
Join leading Credit Union Executives who meet monthly to grow and learn together in becoming better industry leaders.
October Roundtable — AI 201: Generative AI Strategies for Credit Unions with Pete Lunenfeld, CEO of CurrentWave AI
Please join us for our monthly virtual CU Strategy Roundtable Meeting – AI 201: Generative AI Strategies for Credit Unions with Pete Lunenfeld, CEO of CurrentWave AI
July Roundtable — Best Recruiting Strategies and Changing Trends within the CU Industry
Please join us for our monthly virtual CU Strategy Roundtable Meeting – Best Recruiting Strategies and Changing Trends within the CU Industry with Total Quality Consulting’s Director of Client Acquisition, Samuel Duong.
November Roundtable — A.I. 101
Please join us for our monthly virtual strategy session as we explore “Generative A.I.” with leading expert Pete Lunenfeld. We will take a higher view of the Generative AI trend and look at its rapid rise in history, its opportunities, and the risks and potential dangers.
October Roundtable — The Workforce of Tomorrow for Credit Unions
Please join us for our monthly virtual strategy session as we explore changing trends and find best practices to recruit and retain “The Workforce of Tomorrow for Credit Unions” with our guest Sam Duong Director of Client Acquisition at TQC.
September Roundtable — 2024 Economic Forecast
Just in time for your budget and planning sessions, we have another special CU Strategy Session with the 2024 Economic Forecast. Our presenter for the session will be Blake Hastings, Senior VP of Corporate Strategy and Chief Economist from SWBC.
August Round Table - Operating Undercover, Deep Behind (your CU) Enemy Lines
Are rising rates, staffing issues, examiners, liquidity issues, and squeezing margins triggering stressful responses in your life? The stresses of today’s credit union executive position can be demanding and difficult and the reaction to stressful situations can often stop you from being the leader that you need to be. A seemingly different profession is the undercover operative, deep behind enemy lines in which the professional operative repeatedly faces life-and-death circumstances.
July Roundtable — Rising Rate & Liquidity Strategies
Rates and Liquidity are the NCUA’s top priority, so what are you doing to keep things in your credit union moving forward? What are the strategies to do right now? What are the best ways to plan for the 2024 budget?
Please join our discussion and training at this month’s CU Strategy Session: Rising Rates and Liquidity.
Hot Trends in Credit Union External Growth | John Dearing
Please join us to hear from with John Dearing from Capstone Strategic about Hot Trends in Credit Union External Growth.