C-Suite Roundtable: A Resounding Success

Yesterday, CCUA’s esteemed leaders gathered at the Westin Waltham Boston for the inaugural C-Suite Roundtable, a dynamic event filled with networking, thought-provoking discussions, and deep dives into emerging trends in the credit union industry and evolving financial technology.

The event saw an impressive turnout, with over 60 attendees representing nearly 30 credit unions. Throughout the day, participants engaged with industry experts and peers, gaining valuable insights to navigate the rapidly changing financial landscape.

The agenda featured an exceptional lineup of speakers. Mark Sievewright, Chief Strategy Officer at SRM and Founder of Sievewright & Associates, an SRM Company, provided a comprehensive overview of the current state of the credit union industry and strategic directions for the future. Larry Pruss, Managing Director of SRM Perspectives at Strategic Resource Management Inc., delivered a compelling session on technological advancements shaping the financial sector and how credit unions can stay ahead. Mark Sievewright also led an engaging facilitated networking session, supported by a distinguished panel featuring Bill DeWitt (People's CU), Traci Michel (Metro CU), and Lisa Dandeneau (Navigant CU). Attendees shared challenges, best practices, and innovative ideas to strengthen their organizations.

CCUA extends its sincere gratitude to our title sponsor, TruStage, and event sponsor, SRM, for their generous support in making this event a tremendous success.

Looking ahead, we’re excited to announce that details for the fall C-Suite Roundtable will be coming soon.