Making Your Credit Union Future Ready

 Business Development/Marketing  Leadership/Management  Volunteer/Supervisory Committee

Registration and Pricing Information

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Registration Investment:
FREE for Power Learner Passport
$200 for Affiliates Non-PLP
Non-Affiliated Contact Leslie Poole

Program Description

Credit unions recognize that member expectations for delivery are changing dramatically and quickly.  New delivery, support, and sales capabilities will be needed.  In this session we will discuss how credit unions can become “future ready”.  This session’s topics will include:

  • What will the “future ready” credit union look like in key areas such as branches, lending, marketing and electronic delivery?
  • How “future ready” are you today?
  • What are key knowledge and skill sets that will be required?
  • How will this impact the future org chart?

Attendees will take away key roadmap items and ideas for becoming “future ready”.

Program Length: 67 Minutes

Who Should Attend

  • CEO
  • Board of Directors
  • Operations
  • Business Development
  • Marketing
  • Lending
  • Member Service
  • Information Technology

Meet The Presenter:

A co-founder of Cornerstone Advisors, Terence Roche brings 40 years of experience in bank operations and consulting. He has directly managed over 50 system selection processes and written numerous technology plans. Terence has directed several organizational assessments and process redesign engagements and has performed assessments of corporate and functional job titles and incentive plans. He frequently works with boards on governance issues.

Tristan Green brings many years of business development, strategy and data analytics to Cornerstone Advisors. As an analyst for Cornerstone’s strategic planning and facilitation practice, Tristan has worked with hundreds of banks and credit unions for their strategic planning efforts. He is also involved with industry research, including contributions to Cornerstone’s Insight Vault publication.


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