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CEO Roundtable Provides Forum for Networking; Sharing of Best Practices
Thursday, November 21, 2013 6:35 AM

When you put more than 25 credit union CEOs together in one room, great things can happen. Ideas are sparked; synergy is ignited, and networks are expanded. That was the case earlier this month, when the Cornerstone Credit Union League held a CEO Roundtable at the Credit Union House in Oklahoma City, Okla. Gina Wilson, CEO, Oklahoma Central CU, facilitated the CEO Roundtable.

Although this event has been held in Oklahoma for more than 10 years, this was the first time it was conducted under the “Cornerstone” name.  The audience was made up of CEOs from Oklahoma and Texas.  Registrants submitted relevant questions ahead of time, quickly opening the doors to communication and problem solving. 

Gary Jones, president of the Oklahoma Credit Union Association called the roundtable a huge success.

“In addition to networking, the CEO Roundtable provided a forum for robust discussion of critical topics such as the impact health care reform will have on credit unions,” said Jones.

Other topics of discussion ranged from commercial lending and loan participation, to teller staffing, and operational issues, including mobile technology, and HR tools and resources needed to grow business and develop staff. 

“The roundtable is a tremendous opportunity for CEOs. It’s nice to have a venue where we can come together to address critical issues impacting our industry, and discuss the ever-changing field of technology,” said Wilson. “And the best thing is your asset size doesn’t matter at the roundtable.”

CEOs in attendance also had the opportunity to hear from Kenny Harrington, CEO MemberSource CU in Houston, Texas. Harrington shared insightful information about a Houston indirect lending credit union CUSO. This paved the way for in depth conversation among Oklahoma credit unions on the potential for similar collaboration.

“It was very exciting to see this level of collaboration and passion,” said Tamra Fairbrother, Cornerstone’s vice president of Training & Events. Fairbrother is new to Cornerstone and the movement. “I was so impressed to see executives engaging in open dialogue, and sharing experiences and solutions.”

Next year, Cornerstone plans to hold the CEO Roundtable in June and in November. Both roundtables will be held at the Credit Union House in Oklahoma City, Okla.