Circling Success: MAXX Roundtables Bring Leaders Together for Engaging Discussions

Posted by Alyse Knudsen on September 12, 2024

Wednesday, Oct. 16 is “Roundtable Day” at MAXX 2024 with six roundtable discussions on the agenda covering a variety of topics that are important to the Credit Union Movement. These roundtable sessions will provide attendees with an opportunity to dive in and be a part of the discussion by sharing their and their credit union’s viewpoints, identifying issues, and helping to develop solutions. 

Check out this year’s line-up of roundtable discussions: 

The Employee Life Cycle: A Roundtable Discussion of The Employee Experience

Session Speaker: Shannon Seales, Head of Learning Strategy, Canvas Credit Union
Employees are looking for unique experiences from their organization at various phases of their work life cycle. By focusing on these critical stages of the employee life cycle – Attracting & Recruiting, Engagement & Development, and Growth & Performance Management – this roundtable session will provide valuable insights and practical strategies to enhance the overall employee experience, ultimately driving higher engagement and retention rates within your organization.

Compliance & Risk Roundtable: Keeping Your Credit Union Safe & Successful

Session Speaker: Rachel Guyselman, Director of Compliance, Origence 
Robust compliance programs and effective risk management strategies are the backbones of healthy and successful credit unions. This roundtable will bring together peers across these functions for a dialogue on critical issues and effective tactics to create buy-in across organizations. 

Board of Directors Roundtable: Your Leadership Role

Session Speaker: Jeff Rendel, Certified Speaking Professional 
Board Directors are invited to attend this special roundtable discussing the issues most relevant to their roles. As Board Directors play a pivotal role in steering the strategic direction of the credit unions they serve, this session will cover topics including understanding the most important financial metrics to review, effective strategies to evaluate their effectiveness, creative recruiting tactics, and more. 

CEO Roundtable: Connection & Collaboration

Session Speakers: Troy Stang, CEO, GoWest Credit Union Association and Jennifer Wagner, EVP and Chief Advocacy Officer, GoWest Credit Union Association
Open to CEOs only, this will be an excellent opportunity to join your peers for an informative discussion on the latest trends and priorities impacting the credit union industry. 

Open For Business: A Roundtable on Reaching Business Members

Session Speaker: Mike Smith, VP and Sr. Business Services Officer, CU Business Group
Join in for a deep dive into serving business clients. You’ll hear an industry update on commercial lending and small business banking before joining an open discussion on strategies for reaching small businesses, growing business loans, and developing successful treasury management programs. 

Marketing Roundtable: Hot Topics in the Credit Union Marketing World

Session Speaker: Jennifer O’Callaghan, SVP of Marketing, Numerica Credit Union
Emerging innovations, competition, and technologies are providing opportunities and challenges every day for marketers. Join this discussion on the hot topics keeping credit union marketers up at night, including AI, the changing landscape of competition, martech, and data analysis. Come ready to share your thoughts and to learn from marketing peers from across the region! 

Be sure to check out the full agenda, and start planning your MAXX experience today! 

Posted in MAXX.