2022 Q4 Small CU Collaborate
Event Information
What ideas do you have for your credit union? Do you want to know how others face similar challenges? Are you simply wanting to connect with your colleagues?
Join us for the Small CU Collaborate meeting on Wednesday, December 7, from 10 a.m. to noon. All managers and CEOs in New Jersey and Pennsylvania of credit unions less than $50 million in assets are invited to partake in this exclusive, free event.
We are hosting this event at two locations:
2000 Waterview Drive, Suite 102, Hamilton, NJ 08691
Lunch will be provided, courtesy of CUNA Mutual Group
Your participation and thoughts are welcomed and encouraged. Please find the agenda below:
10:00 AM: Welcome / CrossState Update
- Nicola Foggie, Chief Regulatory Officer, CrossState
10:15 AM: CUNA Mutual Group Update
- CUNA Mutual Group
10:45 AM: Shared Services & Collaboration – Data Services Provider / Technology
- Tom O’Shea, Consultant (former Aspire FCU President/CEO)
11:30 AM: Break
11:35 AM: Open Discussion Topics
- What did you learn recently that would benefit the group?
- If your credit union is working through staff recruiting and/or retention challenges, can you share what tactics you are trying? Or share any steps that have worked to resolve this issue.
- How is your credit union growing membership? Loans?
- Are there any particular regulations, exam issues, or other CU matters keeping you up at night?
11: 55 AM: Topic suggestions for next meeting?
Noon: Wrap-up
Please note this session will not be recorded to provide for open dialogue and discussion. If you are unable to attend, we recommend having a colleague or co-worker take notes on your behalf.
Thank you to CUNA Mutual Group for sponsoring this event.