50th Annual Chairs' Roundtable Forum
Attendee Resources
Roundtable Forum Preparations
REQUIRED: Basic Information Survey (BIS)
Each participating credit union must submit BIS data.
A worksheet has been provided to help gather data prior to submitting it via the link below. The survey collects key organizational, performance, and board information to generate benchmarking insights.
NEW! Discussion Framework Guides
The Discussion Framework Guides--linked below in two formats--have been reworked this year. The guides outline background and key questions for the roundtable topics. Reviewing them in advance will help you prepared to engage in deeper, more focused conversations with your peers.
