Merge Resources, Not The Credit Union

In this webinar, Callahan chairman Chip Filson hosts a panel discussion featuring credit union leaders who know about creative organizational design to help credit unions tap into the power of the cooperative system while remaining as independent as possible.

 
 

The rate of credit union mergers is steadily increasing, making the availability for alternative strategies to help all — but particularly smaller — institutions remain independent critical.

To help credit unions tap into the power of the cooperative system while remaining as independent as possible, Callahan chairman Chip Filson is hosting a panel discussion featuring credit union leaders who know about creative organizational design.

Jon Hernandez is the CEO of Mattel Federal Credit Union, Calcom Federal Credit Union, and Nikkei Credit Union. He began his credit union career 20 years ago as a teller at Mattel FCU and now guides three independent credit unions, each with their own boards, business plans, 5300 reports, exams, audits, and membership bases.

Read more in this exclusive CreditUnions.com Q&A.

Peter Barnard is the CEO of rkGoBig, a credit union service organization owned by six natural person credit unions whose assets range from $57 million to $150 million. The CUSO's goal is to help its credit union owners  gain scale in operations without merging and is committed to helpings its owners reduce operating expenses 25%.

Read more in the CreditUnions.com article "Survive Together Or Merge Alone."

Mike Scully is the CEO of S3 Shared Service Solutions LLC, a CUSO that supports collaborative business solutions in the areas of deposit operations, real estate lending, consumer lending, collections, and call center operations. S3 officially launched in 2012 and is the 2015 winner of NACUSO’s Innovation & Collaboration Award.

Read more in "Co-Sourcing: How 3 Credit Unions Collaborate On Back-Office Ops."

DOWNLOAD SLIDES

Part 1: Introduction & Opening Remarks

Part 2: Jon Hernandez

Part 3: Mike Scully

Part 4: Peter Barnard

Part 5: Questions & Discussion

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