Small Credit Union Roundtable

9/5/2019
West Fargo, North Dakota

 

Event Location/Time:

Doubletree by Hilton
825 E Beaton Drive, West Fargo ND  |  701-551-0120


Agenda:

9 – 10:30 am

  • Welcome from Jeff Olson, President and CEO Credit Union Association of the  Dakotas
  • League Service Corp updates/ CECL tool kit announcement –
    George McDonald, Chief Officer of Strategic Services
  • CUNA’s new efforts to serve small credit unions –
    Tom Sakash, Manager of CUNA's Small Credit Union Initiatives

10:30 – 11:00 am

  • How Small CUs can increase their ROA and expand their market reach through targeted small business lending –
    ​​​​​​​Phil Love, Pactola

11:00 am – 12:00 pm

  • Open Forum dialogue/discussion

12 – 12:30 pm

  • Working lunch 

12:30 – 4:00 pm

  • Tom Sakash
    • Case studies of small credit unions thriving because they found their niche
    • What is your niche?
    • Open Forum dialogue/discussion

We are extremely excited to have Tom Sakash, Manager of CUNA’s Small Credit Union Initiatives, join us this year. Tom is leading CUNA’s new efforts to serve small credit unions. At our event, he will share specific case studies of small credit unions that are thriving because they found their niche. Then, he can help you find yours with an exercise: “What’s your niche?” Even though Small CUs are offering the same products as community banks and other financial service providers, small credit unions can offer these products differently, and frankly, much better.

This one-day event will be focused on sharing and networking what small credit unions need to do to grow and become relevant. The main topics that people want to talk about are loans, deposits, sustaining member growth and how it affects our business lifecycle, and how businesses prioritize those necessary services. We will also address issues that deal with staff and volunteer training and recruitment, third-party vendor risks, and social media policies.

 

REGISTER HERE

 


ROOM RESERVATIONS:

A room block has been set for the night of September 4, 2019. Call the Doubletree by Hilton at 701-551-0120 and ask for the Credit Union Association of the Dakotas rate of $109 per night plus tax.

(Hotel reservations must be made by Tuesday, August 6, 2019. After that date, rooms will be based on availability.)*
* Room rates and availability cannot be guaranteed. Rooms may be sold out prior to the reservation deadline, so make your reservations early! Room reservations and fees are the responsibility of the registrant. To claim the room rate, call for reservations and reference "Credit Union Association of the Dakotas."

Doubletree by Hilton – 825 E Beaton Drive, West Fargo, ND 58078
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