2024 CEO Roundtable for Credit Unions with Assets Up to $100 Million

Wednesday, October 23, 2024; 9:00am
Thursday, October 24, 2024; 1:00pm

The CEO Roundtable is your chance to share ideas and discuss the best ways to push our movement forward with your fellow New York credit union leaders.

Conference Agenda:

*Subject to change*
 

Location & Lodging:

Turning Stone Resort Casino
5218 Patrick Road
Verona, NY  13478

Tower Rooms: $255 per night

To Reserve Your Room:

• Call (800) 771-7711 - Attendees should identify themselves with the New York Credit Union Association's room block to ensure that they receive the group rate.

All reservations will require a one night's room deposit (including applicable taxes and surcharges) or valid credit card to guarantee the reservation.  

Hotel Reservation Deadline: Tuesday, October 1

Educational Investment:

• Credit Unions Up to $100 Million in Assets - $349 per person
• Credit Unions Over $100 Million in Assets - $699 per person
• Guest Registration - $100 (Guest registration includes the Cocktail Reception & Dinner on Wednesday.  Guests will not be permitted to enter this event without a name badge.)

The New York Credit Union Foundation is proud to support New York credit unions with up to $100 million in assets by underwriting this special rate on Association events. To learn more about the Foundation and its programs, click here.

Registration Deadline: October 11, 2024

Register Here

•  Professional Development Grant Opportunities

Speakers:

Shawn M. Temple, Strategy Director, On the Mark Strategies
Shawn Temple has served the credit union industry since 1996, holding positions in both and middle management across lending, operations, compliance, marketing, training, and project management.
 

Since joining On The Mark Strategies in 2021, Shawn has facilitated many strategic planning sessions for credit unions of all sizes, working with their management staff and boards of directors to create actionable strategic plans. He is also a certified Working Genius facilitator and has led teams of all experience levels through leadership training and organizational alignment programs. 
 

Shawn’s background includes serving as a credit union Chief Operating Officer, where he directed multiple divisions as well as planned, implemented, and managed strategic objectives for the credit union. He has facilitated four mergers and led two core conversions, the construction and opening of two branches, multiple debit and credit card conversions, as well as several online and mobile banking platform conversions.
 

Shawn has served as a faculty member for Southwest CUNA Management School after graduating from the school in 2009. He has been certified by CUNA as a Credit Union Compliance Expert (CUCE). Shawn holds a B.S. in Accounting and a Master of Business Administration from Louisiana State University Shreveport. 

Aaron Long, Head of Client Development, Zest AI
Aaron is a native of St. Louis MO and currently resides in Atlanta, GA with his two teenagers. He believes people are the core of every business and if you invest in them, you are investing in the long-term success of your company. Aaron has spent over twenty years leading teams that are motivated to win together and partnering with clients to ensure their success. 

As Head of Client Development for Zest AI, his team makes sure credit unions reach their strategic goals. Also, making sure their members, including our nation’s underbanked, achieve financial success. He has held other notable roles at American Express, Equifax and Fiserv.
 

Thank you to our sponsor!  

Cancellation Policy:

A refund of the amount paid, less an $110 administrative fee per registrant, will be given for all cancellations submitted via email to events.training@nycua.org ten or more business days prior to the start of the session. No refunds will be granted if the cancellation is received after that time frame. Substitutes will be accepted any time prior to the start of the program at no additional cost. Simply email events.training@nycua.org, listing the new participant and who they will be replacing.
 

Event Code of Conduct and Protocols