LOMBARD, Ill. – Raddon Financial Group, a provider of financial industry research and trends data, said its annual CEO Forum for credit union executives will be held August 19-21, 2015, at the St. Regis Monarch Beach in Dana Point, Calif.
Tailored for credit unions with more than $500 million in assets, the Raddon Financial Group CEO Forum brings industry leaders together to collaboratively address current trends, best practices and strategic opportunities, while honoring winners of the Crystal Performance Award.
“Each year we bring together the credit union industry’s top leaders for an enriching experience that is built upon thought leadership, innovation and collaboration,” said Bill Handel, vice president of research, Raddon Financial Group. “The CEO Forum provides credit union executives with a candid opportunity to engage in meaningful dialogue on the current state of the industry and share ideas that can help credit unions meet the changing demands of members.”
The event opens on August 19 with a community service program that provides financial literacy education and mentoring to The Boys & Girls Clubs of Capistrano Valley. Following this team building event, Handel will lead a roundtable discussion on the importance of corporate social responsibility initiatives in today’s credit union environment.
On August 20, presentations will be delivered by featured speakers with subject matter expertise on the following topics – Dennis Dollar, former NCUA chairman and principal partner, Dollar Associates LLC: “2015 and the Regulatory Relief Agenda – Is the Pendulum Swinging or All Sizzle and No Steak?” – Bill Handel: “Achieving High Performance in an Evolving Environment” – Chris Heeter, founder, The Wild Institution: “Wild Authenticity…Wild Leadership” – Mark Sievewright, president, Credit Union Solutions, Fiserv: “Effective Credit Union Leadership in the Era of Disruptive Technology: Rising Above the Challenges and Remaining Vital and Relevant.”
A panel of veteran credit union executives from high-performing credit unions will also be held on August 20. Led by Fabio Biasella, vice president of strategic thought leadership, Raddon Financial Group, the panel will address the industry’s most pressing challenges and brightest opportunities by providing insight on the current financial, regulatory and competitive environment, in addition to actionable strategies for growth.
A special dinner reception will be held on the evening of August 20 for winners of the Crystal Performance Award from Raddon. The Crystal Performance Award recognizes credit unions for achieving a top 10 ranking on the RFG Performance Index(TM), which measures growth, income, efficiency and margin management.
For info: www.raddon.com.