Credit union leaders attend Executive Leadership Symposium

WARRENVILLE, IL (September 21, 2016) — In its second year, the Credit Union Executive Leadership Symposium hosted by Alloya Corporate FCU and their wholly-owned CUSO, Balance Sheet Solutions, LLC, brought together credit union leaders from across the nation to hear from a wide-array of speakers presenting on industry trends, the economy and leadership. The symposium was held at the Westin Chicago River North in Chicago, Illinois and had over 120 credit union attendees from 90 credit unions, representing 17 states.

“This has been a great couple of days with very informative sessions,” said Barbara Appold, Executive Vice President, United Financial Credit Union. “It’s been a wonderful experience to be around so many credit union people from all over the country – and I get to see so many Alloya and Balance Sheet Solutions staff in person all at one time – people my credit union works with on a regular basis.”

Featured speakers included John Baldoni, author of “MOXIE: The Secret of Bold and Gutsy Leadership;” The NCUA’s J. Owen Cole provided a regulatory update; Ken Otsuka from CUNA Mutual Group provided an overview of cybersecurity risk; Ryan McCarroll from Balance Sheet Solutions discussed portfolio management; Marian Ruderman from the Center for Creative Leadership provided an interactive discussion on conscious engagement; Alix Patterson from Callahan and Associates shared the elements of a creative workplace; and Tom Slefinger, Balance Sheet Solutions, and Steven Rick, CUNA Mutual Group, provided their individual takes on the economy followed by a lively presidential style debate.

Attendees also heard from Balance Sheet Solutions, CU Business Group, OnX Managed Services, and Crone Consulting, LLC. Topics included asset liability management, current trends in business services, developing a technology strategy and the continuing evolution of mobile payments. Alloya’s annual meeting and a private visit to the Field Museum of Natural History rounded out the two-and-a-half-day event.

Next year’s symposium will return to Chicago, Illinois at the InterContinental Chicago Magnificent Mile, September 6-8, 2017.

For a complete overview of this event, please visit

About Alloya

Alloya provides critical cooperative services to over 1,600 member credit unions across all four U.S. Continental time zones, including investment, financial, lending and correspondent services. Headquartered in Warrenville, Illinois, Alloya offers a dependable and affordable line of credit, secure and efficient product access and settlement, and unparalleled member service to its members. To learn more, visit


Victor A. Vrigian, Jr.
First Vice President, Marketing
Alloya Corporate FCU
(518) 292-3835

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