CEO Leadership Workshop

March 27, Pittsburgh

March 28, Harrisburg

Join your peers for a day of strategic thinking on issues that will affect the growth of Pennsylvania credit unions in 2012 and beyond.

CEO Leadership WorkshopJane Walters, Regional II Director for NCUA will provide an overview of examination hot topics and priorities in compliance.

Test your skills, knowledge, and commitment to performance management during a discussion with Mike Dougal, SPHR Director, HR Consulting, and hear from the Association’s Sandi Carangi, Director, Credit Union Marketing Services, as she presents inexpensive and easily implemented marketing tactics for member acquisition and retention strategies.

Plus, Jim McCormack, President/CEO of your Association, will lead a discussion on advocacy, collaboration, succession planning, technology, and other factors that will impact your credit union's future.

Just $159 per attendee
Credit unions under $30 million in assets attend for only $119!
Session Runs 9:00 a.m. - 4:00 p.m.
Networking lunch included.

March 27
Four Points Sheraton Pittsburgh North
910 Sheraton Drive
Mars, PA 16046


March 28
The Central Hotel & Conference Center
800 East Park Drive
Harrisburg, PA 17111


Speakers & Session Descriptions

Jim McCormack, President & CEO, PCUA
Strategic Update for Pennsylvania Credit Unions
The current environment has provided a spotlight for credit unions to make a far greater impact in the financial marketplace. As a credit union leader, what will you need to do to position your credit union to take advantage of the opportunities? Participate in a lively discussion to explore technology, collaboration, succession planning, board-CEO relationships, operations, and other emerging issues.

Jane Walters, Region II Director, NCUA
Regulatory Update
Learn about the examination hot topics and priorities in compliance. Understand the federal regulatory issues affecting credit unions and how the newest reforms will impact credit union operations. Hear from NCUA Region II Director Jane Walters on what your credit union should focus on in 2012 and beyond.

Mike Dougal, Director, HR Consulting
Performance Management 101
Most managers and/or supervisors list "performance management" as one of the most difficult aspects of their job. It is a challenge to deliver difficult feedback, remember to give positive feedback, and make timely performance appraisals. Test yourself on your skills, knowledge, and commitment to performance management. Participants will review tools and techniques to improve their skills, and apply basic techniques of goal setting and feedback delivery.

Sandi Carangi, Director, Credit Union Marketing Services, PCUA
Member Acquisition & Retention Strategies on a Budget
Research shows that credit unions that are effective marketers are growing and thriving within the competitive financial services marketplace. Sandi will share her insight, experience and successful marketing tactics during this interactive session, covering topics such as:

  • Life Stages Marketing

  • Community Sponsorships

  • Free PR: where do they exist, what to ask for, what to expect

  • Google, YouTube and Social Media

  • Family Memberships & Product Offering Considerations

  • SEG development

  • Diamond Award Best Practices – best ideas from the CUNA Marketing & BD Council Conference

Pennsylvania Credit Union Association/Pacul Services, Inc.
4309 N Front Street s Harrisburg PA 17110 s 800.932.0661