About the Roundtable

Join your peers for education, collaboration and networking at the Mid-Sized Credit Union CEO Roundtable at the Marcum Conference Center & Inn at Miami University, Oxford, Ohio. The Mid-Sized Credit Union CEO Roundtable is open to all CEOs from credit unions with assets between $10M and $125M in Indiana, Kentucky, and Ohio. In addition to our speakers, the highlight of this event is the continuous open-forum discussion among attendees, speakers and moderators – a true interactive roundtable meeting.

This year’s conference theme is "Envisioning 2020 and Beyond." As credit union leaders, it’s easy to get distracted by the day-to-day operations of the institutions we serve. But if we aim to exceed member expectations and focus our efforts in the most effective way possible in the rapidly changing financial marketplace, we need to act today to ready ourselves for the future. And much of the future is already at our doorstep, such as digital transformation, changing regulations, and faster payments ubiquity, among others. We must embrace these challenges and opportunities now to remain relevant and competitive financial partners or risk being left behind.

Hosting Committee



Marcum Center room block will be held until October 12, 2018. There are no exceptions to this date. Rooms are discounted to $105.00 per night for a King occupancy. Rooms are available for the evenings of Monday, October 22, and Tuesday, October 23. To reserve your room, call 513/529-6911, referencing CEO Roundtable Conference, or make your reservations online using group code CEOTABLE18.


Due to the generosity of our sponsors and vendors, there is no charge for registration unless you cancel or “no show.” Attendees need only pay for their own transportation, accommodations, and Monday evening activities (cash bar available).

In order to keep this event free of charge, we regretfully must charge a $100 fee for cancellations received within two weeks of the conference. Please note: Due to the size of conference room facilities, we must limit conference attendance to 50 participants. Registration is on a first come/first-served basis.

Registration opens in July, so watch for more details, including the full agenda.


Monday, October 22, 2018

12:30 p.m.


1:00 p.m.


4:45 p.m.

Education Concludes

6:30 p.m.

CEO Dinner

Sponsored by

8:00 p.m.

Pub Crawl

Tuesday, October 23, 2018

8:00 a.m.


9:00 a.m.


11:45 a.m.


Sponsored by

1:15 p.m.


4:00 p.m.

Education Concludes

6:00 p.m.

Cookout Cornhole

Sponsored by

Wednesday, October 24, 2018

8:00 a.m.

Breakfast and CEO Roundtable Discussion

9:30 a.m.


12:00 p.m.

Event Concludes


Please contact Barbara L. Harper, President/CEO, COPFCU at 513.381.2677, ext. 18, or via email at bharper@copfcu.com.



© 2018 Corporate One Federal Credit Union