August 28th through the 30th credit union leadership will gather in Greenville, SC for the 12th annual Idea Institute. The Idea Institute is an intimate conference that puts credit unions in contact with industry practitioners – often those undertaking strategies outside the box – to provoke thinking, ideas and new ways of tackling the world of consumer and commercial finance. Sharing insight with attendees will be:
- Gerry Agnes, Elevations CU CEO, on establishing a vision for success, and his engagement of the Baldridge Framework to be a fierce competitor in the financial marketplace.
- Bill Hampel, Senior Vice President of Research and Policy Analysis and Chief Economist for CUNA, on navigating the “Trump Economy” and the impact on consumer financial institutions.
- Bernie Winne, CEO of Boston Firefighters CU, on building purpose-driven leaders at credit unions.
- Marty Pell, Chief Lending Officer for Coastal FCU, on loan portfolio strategy and how credit unions can position this to advance in a highly competitive era.
- Nader Moghaddam, President and CEO of Financial Partners CU, on transforming delivery channels and embracing a service culture.
- Bill Cheney, CEO of SchoolsFirst FCU, on protecting and advancing the credit union charter, analyzing strengths and weaknesses and what credit unions can do to advance in the future.
To have strong advocacy, one needs a strong industry … and the Idea Institute is designed to generate new ideas, strategy and methods to put into practice to advance credit unions of all shapes and sizes. Join in the event; more details and registration information can be found here.
