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Small CU roundtable to meet at GAC
MADISON, Wis. (1/20/11)--Small credit unions will have the opportunity to discuss critical issues during a free, half-day Roundtable meeting at the beginning of the Credit Union National Association's (CUNA) 2011 Governmental Affairs Conference (GAC). The first-ever CUNA Small Credit Union Roundtable will convene from 1 p.m. to 5 p.m. ET on Sunday Feb. 27, the first day of the GAC, with three panels focusing on key small credit union issues, said Frank Michael, CEO, Allied Credit Union (Stockton CA) and Chair of CUNA's Small Credit Union Committee. CUNA President/CEO Bill Cheney will address the group during the course of the Roundtable discussion. The panels will include the views of research experts, service providers and small credit union professionals as well as open forum discussion among attendees. The panels include:
* The Collaboration and Cooperation Roundtable panel, including George Hoffheimer, chief research officer at the Filene Research Institute and Lucy Ito, senior vice president of credit union growth/development at the California and Nevada Credit Union League. They will be joined by several credit union managers and will facilitate discussion of collaborative efforts aimed at reducing redundancies and gaining efficiencies. The dialogue is likely to include examples of credit unions collaborating with one another, as well as collaborations and cooperation between credit unions and non-credit union entities such as cooperatives and community groups. * The Regulatory Compliance panel, featuring Kathy Thompson, CUNA senior vice president and associate general counsel for compliance and legislative analysis; Jennifer Simmons, interim league president of the Maryland and District of Columbia Credit Union Association; and Joetta Heck, credit union compliance expert and CEO of Kemba Charleston FCU, Charleston, W.Va. They will facilitate discussion of issues such as the compliance burden and what might be done to alleviate that burden, reducing compliance costs, and identifying and using compliance resources. * The Open Forum, including Jamie Chase, principal and instigator of goodness at CU Strategic Planning, and Bob Hoel, senior scholar at the Filene Research Institute and professor emeritus of business at Colorado State University, Fort. Collins, Colo. The Open Forum will address a variety of issues brought up by Roundtable participants, such as succession planning, strategic planning, grant writing, compensation issues and corporate stabilization.
Other panelists will be announced later. The event, sponsored by CUNA Mutual Group, will be recorded and placed on CUNA's website after the conference. So far, 150 people have registered for the free Roundtable and CUNA has moved the meeting to a larger room to accommodate additional registrants, Michael told News Now. Small credit union professionals interested in attending the Roundtable must separately register for the event during their GAC registration process. To do so, simply check the appropriate box on the GAC registration form. There is no additional charge to attend the Roundtable event. Those from credit unions with $35 million or less in assets can attend the GAC at the reduced rate of $450. Small credit unions that have already registered for the GAC and would like to register for the Roundtable can e-mail Kim Martin at The GAC will be held Feb. 27-March 3 at the Washington Convention Center.


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