Raddon Financial Group (RFG), a provider of research-based solutions to the financial industry, hosted the CEO/Directors’ Forum for CEOs and directors of credit unions with assets in excess of $500 million. The forum, held in early August at The Ritz-Carlton Half Moon Bay, Calif., featured several highly-rated, industry-leading speakers including Dennis Dollar, principal partner, Dollar Associates LLC & former chairman, NCUA; Chip Filson, president, Callahan & Associates; Gary Raddon, founder, Raddon Financial Group; and Terence Roche, principal, Cornerstone Advisors.
The event attracted more than 60 of the nation’s top credit union executives and brought them together for an interactive discussion of the opportunities and challenges facing large credit unions. A recurring topic was offered by Steve Winninger, chief executive officer, NuUnion Credit Union in a timely presentation on credit union mergers, which was examined throughout the forum as a critical trend by many of the speakers and credit union executives. “This was a top-notch conference. It was an excellent opportunity for large credit unions to discuss and get exposed to common problems and solutions, thanks,” commented Jack McElravey, first vice chairman of Star One Credit Union. “Excellent content, great location and great networking. Thank you for the invitation!” offered David Bard, president and chief executive officer of New England Federal Credit Union.
“We plan to build on the success of this event as we plan for next year by examining strategic topics specifically designed for senior-level executives and directors managing large asset credit unions,” said Bob Dye, RFG’s general manager and chief operating officer.
Next year’s CEO/Directors’ Forum is scheduled to occur in August 2008. For more information about the CEO/Directors’ Forum visit www.raddon.com/forum or call 800.827.3500.
About RFG
RFG, a business unit of Open Solutions Inc., has been providing research-based solutions exclusively to the financial industry since 1983. RFG understands the industry and knows how consumers interact with financial institutions. By using best practices in research, analysis and trends to create customer intelligence, RFG plays a key role in helping financial institutions manage their customer relationships and their organizations.
For more information about Raddon Financial Group, contact Dan McGowan by email at dmcgowan@raddon.com or by phone at 800.827.3500. Visit Raddon Financial Group online at www.raddon.com.
About Our Parent Company
Open Solutions Inc. offers a fully-featured strategic product platform that integrates core data processing applications built on a single centralized Oracle® relational database, with Internet banking, cash management, CRM/business intelligence, financial accounting tools, imaging, Check 21, digital document, interactive voice response, network services, Web hosting and design, payments and loan origination solutions. Open Solutions’ full suite of products and services allows banks, thrifts, credit unions and financial service providers in the United States, Canada and internationally to better compete in today’s aggressive financial services marketplace, and expand and tap their trusted financial relationships, client affinity, community presence and personalized service.
For more information about Open Solutions or its financial product line, contact Mickey Goldwasser by email at mickey.goldwasser@opensolutions.com, by phone at 860.652.3153 or via fax at 860.652.3156. Visit Open Solutions’ Internet site at www.opensolutions.com.