Roundtable Event

Operations, Sales & Service Conference Preview

07.21.2015 - 07.21.2015 (o & me)

1:00 p.m. CST Online via Adobe Connect

The 18th Annual Operations, Sales & Service Council Conference in Orlando this September is designed to help you learn how to Create the Magic.  At this “sneak preview” round table, you’ll get a taste of three of the hottest topics at the conference!

  • Accountability- The foundation of leadership, Accountability can help you define expected results and create paths to achieving them.
  • ALM for Non-Financial Managers- Increase understanding of how managers can contribute to the credit union’s financial success through fundamentals of Asset and Liability Management.
  • Driving New Members through Indirect Conversions- Get the most out of these members by increasing their engagement with the credit union.

If you’re thinking about attending or have already registered and want to get some insight on which sessions are best for you, this roundtable will give you a glimpse into the value of the topics covered at the Conference.

Facilitator:

Bill Thomas, OpSS Member Resources Committee Chair

Speakers:

Jeanette Radmer, Business Development Manager II , Numerica CU

Jeanette has been employed at Numerica Credit Union since June of 2006. She has over 20 years of financial services experience with regional banks and credit unions. She has worked in every role inside of the branch, including licensed branch platform financial advising, held positions in regional sales and branch operations, conducted sales training and coaching, and launched a new indirect unsecured lending program. She represents all things related to engaging, growing, and developing business. In 2002, she received the Washington Credit Union League’s “Legacy Award” for her commitment to serving the underserved; in 2011 she received the “Bud Crump Award” for service excellence, and in 2013 received CUNA’s “Business Development Rock Star Award” for her work with medical/dental sector and for her work with onboarding new members, primarily indirect conversions. Jeanette is a graduate of Eastern Washington University with a degree in Hospitality Management and is currently completing her MBA at the University of Idaho.

Rory Rowland, President/CEO, Rowland Consulting

Rory Rowland is a business consultant and dynamic seminar leader specializing in programs for credit unions on lending, technology, leadership, and communications skills. After serving as president of two credit unions in Missouri, Rory began using his communications skills and specialized background to help financial and business organizations become more effective. Rory has presented his high energy, fun and humorous programs in all 50 states over the past 20 years as well as Canada and Mexico. Rory is continually one of the most highly rated speakers at state and national associations throughout the country. He holds an MBA in Finance and a BS degree in Economics.

Tum Vongsawad, Chief Operating Officer , San Diego County CU

Tum Vongsawad is Chief Operating Officer of San Diego County Credit Union with $6.9 billion in assets.  Vongsawad began his career in the banking industry in 1986.  During the next twenty-nine years, he was promoted to positions of increasing responsibility including Branch Manager, Group Sales Manager, Regional Manager, Executive Vice President, Chief Financial Officer and Chief Operating Officer.  He joined San Diego County Credit Union in 2000.  Vongsawad holds a bachelor’s degree in Economics from the University of California, Irvine and is a graduate of Pacific Coast Banking School. 

 


 

April

Cross Council Event Schedule

Date Discipline Title Type Tuition  
 
04.07.2015
CFO
 

NCUA Corporate Credit Union Stabilization Fund Check-In

ROUNDTABLEFree for Council Members 
 
04.09.2015
LENDING
 

Sharpening Your Skip Tracing Skills

WEBINAR$219 ($169 for Council Members)Register
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04.13.2015 04.15.2015
CFO
 

CU Finance for Non-Financials

SCHOOL$1,195 ($1,395 after February 13, 2015)Register
More Info
 
04.20.2015 04.23.2015
CFO
 

CUNA Enterprise Risk Management Certification

SCHOOL$1,795 ($1,995 after March 6) $100 Council member discountRegister
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04.20.2015
TECH
 

CUFX Implementation Success Stories by: CU Wallet, Baxter Credit Union, Kiva Group and eDea

ROUNDTABLEFree for Council MembersRegister
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05.18.2015 05.20.2015
O & ME
 

CUNA World-Class Service Leadership Institute

CONFERENCE$1,595 ($1,795 after March 18, 2015)Register
More Info
 
04.21.2015
M & BD
 

Determining Lifetime Member Value

ROUNDTABLEFree to Council membersRegister
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04.22.2015 04.25.2015
HR & OD
 

CUNA HR/TD Council Conference

CONFERENCEEarly Bird: $845 members/$1,095 non-membersRegister
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04.23.2015
LENDING
 

The Redaction Trap - NPI Disclosure Penalties to Avoid

WEBINAR$219 ($169 for Council Members)Register
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04.23.2015
CFO
 

There are Derivatives…and Then There is Hedging

ROUNDTABLEFree for Council Members 
 
04.29.2015
LENDING
 

Making Better, Faster Lending Decisions Using Data and Analytics

ROUNDTABLEFree for Council MembersRegister
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