Katie BaileyENGAGE 2025 is almost here, and on June 10, we’re offering a special agenda designed specifically for credit unions with up to $150 million in assets. This focused session will feature expert speakers, providing valuable insights on leadership, compliance, and best practices for small credit unions.
Small Credit Union CEO Succession Planning
Tracie Kenyon, Executive Development Partner at humanidei, will lead an interactive workshop on small credit union CEO succession planning. This session will emphasize the importance of succession planning for long-term success, offer strategies for developing internal leadership candidates, and tackle common challenges in leadership transitions. Attendees will walk away with a clear roadmap for fostering collaboration and creating a strong succession plan.
Small Credit Union – Striving and Thriving
Teri Robinson, CEO of Ironworkers USA Federal Credit Union and the 2025 Herb Wegner Award winner, will share her journey and insights on how small credit unions can thrive in today’s fast-paced environment. She’ll provide actionable strategies for growth and sustainability, along with inspiring examples of success.
Compliance and Legislative Roundtable
JT Blau, General Counsel for The League of Credit Unions, will lead a roundtable discussion on compliance challenges and emerging risks for small credit unions. This session will focus on upcoming legislative and regulatory changes that could impact your credit union, along with best practices to manage risks in today’s evolving landscape.
This session is essential for small credit unions looking to strengthen their leadership and operations. The attendance fee for the entire ENGAGE conference is $899.00, and RSVP is required.
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