PROCU Roundtables
PROCU Roundtables offer an opportunity to gather with Credit Union peers to discuss key strategic initiatives in the Investments and Insurance space, share best practices and garner insight into the future of our business. PROCU roundtables are generally hosted by local Credit Union programs and there is no cost to attend. We are again hosting our 2022 Roundtables (at least for now) in a virtual environment. We will offer multiple opportunities for shorter length roundtables with specific topics scheduled for discussion. Attendance will be capped to create an environment conducive to idea sharing, questions and open conversation using online meeting tools. Dates and topics will be posted below as they become available.
2022 Summer Series
Please join us for our 2022 PROCU Roundtable Summer Series. The sessions offer open discussions on topics pertinent to Investment Services and Insurance in the Credit Union space.
In order to facilitate healthy open discussion and an opportunity for every participant to comment and ask questions, we limit the number of participants in each session. We are offering two different roundtable topics this summer and each Roundtable will be led by one of the PROCU Board Members.
Our Summer 2022 Roundtable Topics/Dates:
June 30th - Rep and Client Retention
An Overview of the Current Landscape, Ideas to Retain Advisors, and what you can do today to protect your Book of Business.
When: Noon – 2:00pm EDT / 9:00am – 11:00am PDT
Discussion Questions
What can you do to mitigate the risk of advisors leaving your program?
What can you do to mitigate the risk of clients leaving with the advisor?
August 2nd - Growth Through Acquisitions
Join us as a panel of Program Leaders discuss how they have grown their business through Acquisitions
When: 1:00pm – 2:30pm EDT / 10:00am – 11:30am PDT
There will also be an open Q&A for all attendees to ask questions
In order to facilitate healthy open discussion and an opportunity for every participant to comment and ask questions, we limit the number of participants in each session. We are offering two different roundtable topics this summer and each Roundtable will be led by one of the PROCU Board Members.
Our Summer 2022 Roundtable Topics/Dates:
June 30th - Rep and Client Retention
An Overview of the Current Landscape, Ideas to Retain Advisors, and what you can do today to protect your Book of Business.
When: Noon – 2:00pm EDT / 9:00am – 11:00am PDT
Discussion Questions
What can you do to mitigate the risk of advisors leaving your program?
What can you do to mitigate the risk of clients leaving with the advisor?
August 2nd - Growth Through Acquisitions
Join us as a panel of Program Leaders discuss how they have grown their business through Acquisitions
When: 1:00pm – 2:30pm EDT / 10:00am – 11:30am PDT
There will also be an open Q&A for all attendees to ask questions