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Leagues Launch Inaugural ‘Mid-Sized CU Forum’ on October 11th

The California and Nevada Credit Union Leagues are excited to launch the inaugural Mid-Sized CU Forum coming October 11th — exclusively for CEOs of credit unions ranging from $239 million to $1 billion in assets!

This uniquely designed event will explore distinctive “mid-size” operational challenges and opportunities within today’s dynamic financial services landscape.

As credit unions of all asset sizes and local footprints across California and Nevada continue leading the way in meeting their members’ unique needs, a great majority in the middle have found themselves growing larger — yet not necessarily hitting the definition of “large” in today’s increasing asset-size environment.

“This middle-asset tier has always included a unique set of credit union leaders who face unique circumstances,” said Larry Palochik, executive vice president of the Leagues. “This evolving asset range has continued to be increasingly important as mid-size credit unions continue making consumer relevance, member service, and financial wellbeing top priorities within their local communities every year.”

Given those circumstances, this is where the inaugural Mid-Sized CU Forum comes into play. Hosted at the VISA Global Headquarters in Foster City, CA on October 11 from 9:30 a.m. – 3 p.m., mid-size credit union CEOs can join their peers for an insightful and engaging educational journey and discussion forum.

This exclusive gathering will bring together industry leaders, experts, and influencers to explore strategies, share experiences, and foster collaboration in navigating challenges and capitalizing on opportunities that lie ahead. The forum will delve into:

  • Thought-provoking discussions. Interactive talks to explore the unique opportunities and threats faced by mid-sized credit unions.
  • Best practices. Attendees will discover successful and innovative approaches adopted by leading credit unions to leverage opportunities and address threats. Participants will have the opportunity to exchange knowledge and experiences, gaining practical takeaways to implement within their own organizations.
  • Collaborative problem solving. The opportunity to collaborate with industry peers and experts to address common challenges faced by mid-sized credit unions. The roundtable format encourages open dialogue, allowing participants to collectively brainstorm solutions, share lessons learned, and explore collaborative opportunities.
  • Networking opportunities. Those attending will also build valuable connections and expand their professional network by interacting with industry leaders, decision-makers, and experts.

Nearly 60 credit unions across California and Nevada were considered “mid size” according to first-quarter 2023 data published by the National Credit Union Administration (NCUA). Average yearly total asset growth in both states was 1.7 percent, while member growth was 1 percent. There is an exceptional opportunity for these credit union leaders to collaborate on shared practices, strategies, and leadership going forward — together.

“Without a doubt, mid-sized credit unions continue playing an essential and ever-important role on today’s financial services stage as they balance future growth with current-day opportunities and challenges,” Palochik said. “We look forward to everything our exclusive Mid-Sized CU Forum has to offer CEOs, their credit unions, and their members.”

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