CEO Summit

By invitation only!

An Exclusive Networking Event in Key West

The CEO Summit, sponsored by the CrossState Credit Union Association, is a premier event offered to our valued business partners and loyal exhibitors.

Attendance to the CEO Summit is by invitation-only and limited to CrossState business partners and select financial service providers. To determine eligibility, contact Katie Rabuck at krabuck@crossstate.org.

Cancellation Policy: Due to the exclusivity of this event, refunds less a $300 cancellation fee, will be granted only if a replacement company registration is secured.

Sunday, December 5, 2021

5:30 PM – 7:00 PM Cocktail Reception
Reach Lawn

Monday, December 6, 2021

7:45 AM – 9:00 AM Breakfast
Ballroom Terrace
9:00 AM – 9:05 AM Welcome and Introductions
9:05 AM – 10:15 AM The War for Talent with Sekou Bermiss
Ballroom

10:30 AM – 12:00 PM Going from Surviving to Thriving: Growth Strategies in a Post-Pandemic World with Shawn Temple
Ballroom

12:00 PM Afternoon and evening on your own

Tuesday, December 7, 2021

7:45 AM – 9:00 AM Breakfast
Ballroom Terrace

9:00 AM – 10:15 AM The Battle Against Fraud in an Evolving Digital World with Jack Lynch.
Ballroom

10:30 AM – 11:45 AM Solve Your Deposit Dilemma & Boost Your Employee Benefits at the Same Time with Peter Sullivan
Ballroom

12:00 PM Afternoon and evening on your own

Wednesday, December 8, 2021

7:45 AM – 9:00 AM Breakfast
Ballroom Terrace

9:00 AM – 10:30 AM What’s Next for the Post-Pandemic Global, National, and Regional Economy? with Dr. Roger Tutterow
Ballroom

10:30 AM Adjourn & Safe Travels

Sekou Bermiss joins us for his keynote presentation “The War for Talent.” Bermiss is known for his dynamic style as a speaker, and is well-versed in the credit union landscape.

He is currently an Associate Professor of Strategy and Entrepreneurship at the Kenan-Flagler Business School, at the University of North Carolina at Chapel Hill. He received a B.S. in Chemical Engineering at Rensselaer Polytechnic Institute (NY), and a M.S. and Ph.D in Management and Organizations from the Kellogg School of Management at Northwestern University.

Dr. Bermiss conducts research in the area of strategic human capital management where he explores the micro-foundations of competitive advantage by studying how different forms of employee movement impact a firm’s ability to compete. His award-winning research has been published in Academy of Management Journal, Administrative Science Quarterly, Organization Science, Strategic Management Journal, and Research in Organizational Behavior. His research has also been highlighted by Harvard Business Review, the Wall Street Journal, and National Public Radio. Before entering academia, Dr. Bermiss worked as a management consultant for Deloitte & Touche in New York City.

Jack Lynch joins us for his keynote presentation, The Battle Against Fraud in an Evolving Digital World. Fraudsters continue to innovate and find new ways to attack, utilizing multiple channels to execute sophisticated fraud schemes. As credit union members continue to embrace technology and increase digital interactions, strong fraud management is more important than ever.

Join Jack, PSCU’s Chief Risk Officer and President of TriVerity, as he shares an overview of the current fraud landscape and how to establish successful fraud mitigation strategies. Learn the value of maintaining the balance between risk tolerance and member experience, as well as discover the importance of leveraging technology, but why it also takes a multi-layered approach that involves people and processes to effectively combat fraud.

Lynch has over 25 years of leadership experience delivering operational services, project management, client implementations, process re-engineering, account management, training, and technology services. His experience will prove invaluable as he delivers key learnings during his presentation.

Peter Sullivan joins us from CUNA Mutual Group with his keynote presentation, Solve Your Deposit Dilemma & Boost Your Employee Benefits at the Same Time. As a senior executive benefits specialist, Peter works closely with credit unions to choose an approach that best supports the institution’s interests, including previously non-permissible funding solutions that expand the investment options and return characteristics from the credit union industry’s average rate of return on assets.

Previously, Sullivan served as vice president, multi-life sales at Lion Street where he helped business owners with executive benefits plan designs and multi-life programs for employees. Peter holds various FINRA securities registrations.

A graduate of the South Eastern Massachusetts University, he also received a Juris Doctor degree from the Massachusetts School of Law. Although not a practicing attorney, Peter is a member of the Massachusetts Bar.

Shawn Temple joins us for his keynote presentation, “Going from Surviving to Thriving: Growth Strategies in a Post-Pandemic World.” Temple has served the credit union industry since 1996, holding positions in both senior and middle management across lending, operations, compliance, marketing, training and project management.

Most recently, Shawn served as Chief Operating Officer of Bossier Federal Credit Union in Bossier City, Louisiana. In that role, he directed multiple divisions as well as planned, implemented and managed strategic objectives for the credit union.

Shawn served on the Southwest CUNA Management School (SCMS) faculty from 2010 through 2020. While a student at SCMS, he was an Award of Excellence recipient.

He has been certified by CUNA as a Credit Union Compliance Expert (CUCE). Shawn holds a B.S. in Accounting and a Master of Business Administration from Louisiana State University Shreveport.

Dr. Roger Tutterow is Professor of Economics at Kennesaw State University. He also serves as Director of the Econometric Center, an applied research center housed in KSU’s Coles College of Business.

Dr. Tutterow joins us for his keynote presentation, “What’s Next for the Post-Pandemic Global, National, and Regional Economy?” His analysis of the economic, business and political environments have been featured in a variety of media including Wall Street Journal, Financial Times, USA Today, Atlanta Journal Constitution, Arizona Republic, Florida Times-Union, Kansas City Star, Los Angeles Times, New York Times, Orlando Sentinel, Palm Beach Post, Wichita Eagle and on CNN, CNBC, NBC, Bloomberg Television, NPR’s “Marketplace” and “All Things Considered,” CNN-Radio as well as by regional electronic and print media.

In addition to his work in academia, Dr. Tutterow has served as a consultant on financial economics and statistical modeling for corporate clients ranging from Fortune 500 companies to closely held businesses. He also serves as Chief Economic Advisor for the Henssler Financial Group, an Atlanta-based investment advisory firm and as a strategic advisor to Georgia Oak Partners, an Georgia-focused private equity firm. He has provided expert testimony on economic, financial and statistical matters in state and federal court, before the Georgia General Assembly and before the Georgia Public Service Commission. Dr. Tutterow has given several hundred speeches to professional groups in over 30 states and Canada on topics in the economic, business and political arenas.

For the last four years, he has been selected by Georgia Trend magazine as a “notable Georgian”. In 2003, Georgia Governor Sonny Perdue appointed Dr. Tutterow to serve on the Governor’s Council of Economic Advisors, a capacity that he continues to serve in for current Georgia Governor Nathan Deal. In 2010, he was named to the Special Council on Tax Reform and Fairness for Georgians which conducted a comprehensive review of Georgia’s Tax Code.

Member Credit Union Standard Registration: $789

Early Bird Registration September 3, 2021: $689

FIRST TIME AT OUR CEO SUMMIT? If you are a first-time attendee at CEO Summit, use the discount code FIRSTTIME21 at checkout. Your price is just $489

Guest Registration: $199

Member Cancellation Policy: Registration cancellation must be made by November 21, 2021, a refund less than $50 processing fee per person, including guests, will be granted. No refund will be applied after November 21, 2021. Substitutions are welcome and preferred.

Sponsor Cancellation Policy: Due to the exclusivity of this event, refunds, less a $300 cancellation fee, will be granted only if a replacement company registration is secure.

Please note that if you are registering on behalf of someone else, choose the group registration when registering.

The Reach Key West, Curio Collection by Hilton.

Pricing as follows:

Single/Double (Standard Guest Rooms) – $289

Ocean View Room w/ Balcony – $409

Call in Number: 1-833-788-0840 Group code ZZCSCU

Booking link: http://group.curiocollection.com/cgu84

Deadline for room block is Tuesday, November 2, 2021.

The Reach Key West, Curio Collection by Hilton: 1435 Simonton Street, Key West, FL 33040

If you have any questions regarding the event of registration, please contact:

Education Department
education@crossstate.org
800-932-0661

If you have any questions regarding sponsoring the event, please contact:

Katie Rabuck
krabuck@crossstate.org
717-839-2280

An inherent risk of exposure to COVID-19 exists in any public location where people are present; we cannot guarantee you will not be exposed during an in-person event. COVID-19 is an extremely contagious disease that can lead to severe illness and death. According to the Centers for Disease Control and Prevention (CDC), older adults and people of any age who have serious underlying medical conditions might be at higher risk for severe illness from COVID-19. Visit the CDC website for the latest guidance.

By attending an in-person event you voluntarily assume all risks related to exposure to COVID-19.

Depending on the venue, Attendees may be asked to practice certain safety guidelines which may include wearing masks, social distancing and other measures. These guidelines will be communicated clearly to attendees prior to the start of this event.

CrossState thanks its sponsors for their support of CEO Summit. See them listed below, with links to their website so you can learn more.