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2023 CEO Roundtable for Credit Unions with Assets Up to $100 Million

Wednesday, October 25, 2023, 9:00am
Thursday, October 26, 2023, 12:00pm




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*

Wednesday, October 25, 2023

9:00am - 10:00am

Registration/Continental Breakfast (Chautauqua-Canandaigua-Saranac)

10:00am - 11:00am

How Internal Talent Mobility Creates Long-Term Leadership Excellence
Kwame Smith, Executive Benefits Specialist, TruStage
Research shows that a culture of "internal mobility" can help employers develop and retain better leaders who drive growth. This session will help your credit union break out of a top-down pyramid-shaped succession plan, and create a program that engages, retains, and develops your best talent.

11:00am - 12:00pm

Is Your Credit Union Well-Positioned for the Future?
Facilitated by Shawn Temple, Strategy Director, On the Mark Strategies

12:00pm - 1:00pm


1:00pm - 1:15pm

TruStage Update
Amy Long, Account Executive, TruStage

1:15pm - 2:30pm

Facilitated Dialogue
Facilitator Shawn Temple, Strategy Director, On the Mark Strategies

2:30pm - 2:45pm


2:45pm - 3:00pm

Alloya Corporate FCU Update
Shannon Heames, Executive Consultant, Alloya Corporate FCU

3:00pm - 4:15pm

Facilitated Dialogue Continues

4:15pm - 4:30pm

OwnersChoice Funding Update
William Bywater, COO, OwnersChoice Funding

5:00pm - 6:00pm

Cocktail Reception (Seneca)

6:00pm - 8:00pm

Dinner (Seneca)

Thursday, October 26, 2023

8:00am - 8:30am


8:30am - 9:30am

Association Update
William J. Mellin, President/CEO, New York Credit Union Association

9:30am - 12:00pm

Facilitated and Open Dialogue


Conference Concludes
Travel Safely!

Location & Lodging:

Turning Stone Resort Casino
5218 Patrick Road
Verona, NY  13478


Tower King/Double Rooms: $219 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: Monday, September 25, 2023



Educational Investment:

  • Credit Unions Up to $50 Million in Assets - $275 per person
  • Credit Unions Over $50 Million in Assets - $549 per person


The New York Credit Union Foundation is proud to support New York credit unions with up to $50 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 13, 2023


Register to Attend


Temple.jpgShawn 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. 


Smith_Kwame.jpgKwame Smith, Executive Benefits Specialist, TruStage
Kwame is a registered representative of LPL Financial, offering products and services as part of the executive benefit plans at TruStage, a company that specializes in the design, implementation, financing and ongoing administrative support of supplemental executive benefit programs (SERPs) specifically tailored to credit unions. He is located in the Mid-Atlantic region of the country and was named to his present position in March 2022.

Kwame began his career in the financial industry in 2000 with Synovus Financial in Columbus, Georgia, where he held several roles including financial support, branch management, and retail financial advisor. In 2016, Kwame relocated to the Washington, DC metropolitan area and assumed a retail financial advisor role with Navy Federal Credit Union. He then transitioned to TruStage in 2020 where he served member needs as a retail financial advisor. Kwame currently serves as an Executive Benefits Specialist.

Kwame has a Bachelor's degree in Finance from Columbus State University in Columbus, Georgia (2005). He is FINRA Series 7 and 66 registered with LPL Financial.


Thank you to our sponsor!

TruStage_Standard_Logo_CMYK (1).jpg


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