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Executive Roundtable

May 8, 2025 - Newport, RI

Learn - Connect - Share

Where: Newport Marriott, 25 America’s Cup Avenue, Newport, RI 02840

When: May 8, 2025, from 9:00 am to 3:00 pm

Who: CEOs, CFOs and business services staff

Cost: Alloya Member/Alloya Investment Services Client - $0

          Non-Alloya Member/Alloya Investment Services Client - $75

 (invoice will be sent)

CPE Credits:  Earn up to 5.6 CPE credits.

Takeaways:

Completing this full-day event, you will gain a better understanding of the following:

  • The latest payment fraud statistics and trends
  • The current economic environment and ways in which credit unions can optimize income while managing overall portfolio risk
  • Recent financial and operational trends in the credit union industry and what they mean for you

Agenda

Thursday, May 8Newport Marriott
9:00 - 9:30 amRegistration & Coffee
9:30 - 9:45 amWelcome & Introductions
9:45 - 11:15 am 2025 Economic Outlook | Investing in a Volatile World, Tom Slefinger
11:15 - 11:30 amBreak
11:30 am - 12:30 pmThe Comprehensive Approach to Fixed Income Portfolio Strategy and Management, John Almeida, CFA
12:30 - 1:30 pmWorking Lunch, Payment Fraud Landscape, Jim Olney
1:30 - 1:45 pmBreak
1:45 - 3:00 pmWhat Does It Mean To Be a Data-Driven Credit Union Today? And Why Does It Matter? Melissa Pomeroy

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