Large Credit Union Roundtable
January 23rd - 25th
Birmingham, AL
Hosted By Legacy Community Federal Credit Union
THANK YOU FOR ATTENDING!
Sessions and Presentation
- Turning Industry Challenges into Opportunities
- Everything But Digital
- Action Items
Vendor Presentations
Click here to watch the Vendor Speed Dating Presentations!
- Breakfast
- Core Market Assessment
- Vendor & Feature Speed Dating & Lunch
- Whiteboard Core Priorities (Focus Group)
- Open Discussion
- Wrap Up, Next Steps
Mark Your Calendars for March 2025 in Michigan!
AGENDA
Wednesday
5:30pm – 6pm
Cocktail & Reception
6pm – 6:30pm
Welcome
6:30pm – 7:30pm
Dinner
Thursday
8:30am – 9am
Breakfast, Meet & Greet, Ice Breaker
9am – 9:45am
Welcome, VisiFI Strategy & Direction
9:45am – 10:30am
Keynote Speaker
11am – 11:30am
Digital Market Assessment
11:30am – 1:30pm
Lunch & Virtual Vendor Speed Dating
1:15pm – 1:45pm
Whiteboard Digital Priorities (Focus Group)
2pm – 2:30pm
Core Market Assessment
2:30pm – 3:30pm
Vendor Speed Dating
3:30pm – 4pm
Whiteboard Core Priorities (Focus Group)
4pm – 8:30pm
Offsite Experiences
Friday
8:30am – 9am
Breakfast
9am – 10am
Security Market Assessment
10am – 11am
Vendor Speed Dating (KYC, Data Security)
11:15am – 1pm
Vendor Speed Dating Continued
1:15pm – 2pm
Closing Thoughts
2pm – 3pm
Wrap Up, Next Steps
Why Credit Unions Should Attend the Large Credit Union Roundtable:
This dynamic event, hosted by Legacy Community Federal Credit Union, is a don’t miss opportunity to network with peers, share experiences, and identify what programs, services, and partnerships are necessary to grow and remain relevant and profitable today and tomorrow. Mark your calendars.
Vendor/Third Party Evaluation
If you are working with third parties, we will provide best practices to evaluate potential vendors and third-party partners to help you make informed decisions.
Digital Roadmap and Vision
This event offers insights and strategies for adapting to and improving the member experience through technology.
Core Roadmap and Vision
A strong core infrastructure is essential for the success of any credit union. Attendees can expect to gain valuable insights into developing and enhancing their core systems, ensuring long-term stability and efficiency.
Priorities and Operational Development
Discover the key priorities and development strategies for credit unions in the modern financial industry. Understanding these trends and strategies is crucial for staying competitive and relevant.
Strategic Planning
Learn from industry experts and peers about effective strategic planning for growth and efficiency while providing an exceptional member experience.
Use the form below to register:
