Download a full agenda for the Chairman/CEO Conference here.
This page is for the Chairman/CEO Conference, which takes place on October 25, in the morning and afternoon. Signing up for this event does not automatically sign you up for the Volunteers Conference, which goes from the evening of October 25 to all of October 26. If you will also be attending the Volunteers Conference, once you're done registering for the Chairman/CEO Conference, be sure to head over to the Volunteers Concference to register, as well.
Friday, October 25, 2013
8:00 am – 9:00 am
Registration & Continental Breakfast - For paid participants only
9:00 am – 11:30 am
“The Magnificent 7 C’s of Change in U.S. Financial Services – Consolidation, Convergence, Customer Focus, Competition, Channels, Compliance and Cost Management ”
Presented by: Mark Sievewright, President Credit Union Solutions
“If recent past is any indication of things to come, one prediction can be made with certainty – the future financial services marketplace will look dramatically different from that of the past. Over the past 10 years, U.S. credit unions have experienced substantial industry consolidation, regulatory change, rapid advances in technology, shifts in member pref- erences and behaviors and an unprecedented economic environment. This presentation will provide strategic insight into the future for credit unions and the credit union movement through what Sievewright calls “the 7 C’s of change” – consolidation, convergence, competition, mem- ber focus, channel strategy, compliance and cost management”.
10:00 am – 10:15 am
11:45 am – 1:00 pm
Lunch - For paid participants only. No guests please.
1:00 pm – 3:00 pm
“The Economic and Credit Union Environment Going Forward”
Presented by David Colby, CUNA Mutual Group
3:00 pm – 3:15 pm
3:15 pm – 4:00 pm
General Session, “NCUA Update”
Presented by Elizabeth Whitehead, NCUA
Chairman/CEO Conference ends
Please note: Dinner is not included in this portion of the conference.
Mark Sievewright—As President, Credit Union Solu- tions at FI-Serve, Sievewright leads teams and solutions that process data and information for one third of U.S. credit unions and a growing number of international clients. In addi- tion, he directs the innovation, development and distribution of value-added finan- cial industry products and services ranging from wire processing to online account opening to Voice over internet Protocol (VolP) telephony systems. Within the credit union movement, Sievewright has worked closely with numerous credit unions, state leagues and associations as well as national and in- ternational associations such as CUNA and the World Council of Credit Unions.
David W. Colby—Dave is the Chief Economist for CUNA Mutual Group in Madison, Wisconsin. His primary respon- sibilities include conducting strategic research, analysis, and forecasting of the financial services industry with special emphasis on the consumer and credit union markets. Dave’s forecasts help to create a clear understanding of the underlying trends and links between the general economy, the financial services industry, and CUNA Mutual’s policyowners. Dave’s knowledge of the national economy, the consumer financial marketplace, and the credit union system has led him to many corporate and industry- level task force assignments and he is a frequent speaker at industry conferences.
Elizabeth Whitehead— Liz is responsible for the over- sight of the chartering program for federal credit unions and the examination and supervi- sion programs for all federally insured credit unions in Alaska, Arizona, Colorado, Guam, Ha- waii, Idaho, Montana, Nevada, New Mexico, Utah, Washington, and Wyoming.
Liz began her career as an examiner in Pittsfield, Mas- sachusetts in March of 1988. Prior to joining NCUA, Liz was CEO of Hurlbut Employees Federal Credit Union. She was the first NCUA graduate of the Office of Personnel and Management’s Women Executive Leadership Program in 1993. Liz is a graduate of Westfield State University in Westfield, Massachusetts with a BS degree in Accounting.