Credit Union Advisory Board Fall 2023 Meeting

Andaz San Diego, San Diego, CA

ABOUT

We are excited to invite you to our next Moody’s Analytics Credit Union Advisory Board meeting.

Our Credit Union Advisory Board brings together credit union leaders to discuss the most critical challenges and opportunities affecting your organizations and your members.

The Board Meeting will take place at the Andaz San Diego in San Diego, CA on Wednesday, November 8 - Thursday, November 9, 2023..

Agenda at a Glance

A detailed agenda will be shared in the upcoming weeks.
  • Wednesday, November 8: Arrivals, optional networking activity (Wine tasting - more information below in the Detailed Agenda), opening reception & dinner
  • Thursday, November 9: Full Day Advisory Board Meeting, closing reception & dinner
  • Detailed Agenda

    • 14:00

      Optional Networking Activity - Wine Tasting at Carruth Cellars @ Liberty Station

      2:00 PM - 4:00 PM

      Join us at Carruth Cellars @ Liberty Station for a private complimentary wine tasting event on Wednesday, November 8 at 2:00pm PT.

      You will experience a 60-minute private experience of three Carruth wines paired with three artisan cheeses led by a fabulous host. Enjoy an in-depth dive into Carruth wines - including the history & winemaking practices - and their intentionally sourced cheeses, also available at Barracks 17 Cheese Shop. 

      Please plan to meet in the hotel lobby at 1:30pm PT to board the bus to Carruth Cellars. Roundtrip transportation will be provided to/from the Andaz San Diego.

      ADDRESS: 2710 Historic Decatur Rd Barracks 17, San Diego, CA 92106

    • 18:00

      Welcome Reception & Dinner

      STK Rooftop (located inside the Andaz hotel) 

    • 07:30

      Networking Breakfast & Registration Check-In

    • 08:30

      Introductions & Icebreaker Activity

      Mack Ochs
      Mack Ochs Director - Banking & Credit Union Operating Unit, Moody's Analytics
    • 09:30
    • 10:30

      Break

    • 10:45
    • 11:45

      Lunch

    • 13:15

      Member-led Session: Defending Your Deposit Base

      TB
      Todd Brown Chief Financial Officer, Everwise Credit Union
      VI
      Vic Israni Chief Financial Officer, Wings Financial Credit Union
    • 14:15

      Opportunities and Risks with GenAI

      BK
      Brian Keys Managing Director-IP & Technology Law, Moody's Analytics
    • 15:15

      Break

    • 15:30

      Whiteboard Session: Risk & Finance Tech Stack Review

      LR
      Lindsay Reyes Chief Financial Officer, Valley Strong Credit Union
    • 16:30

      Closing Remarks

      Mehna Raissi
      Mehna Raissi Managing Director, Global Banking Customer Engagement, Moody's
      Eric Martinez
      Eric Martinez Senior Director - Sales Manager, Moody's Analytics
    • 17:00

      Gather in the hotel lobby for transportation to off-site dinner

    • 17:15

      Buses depart hotel for George's on the Cove Restaurant

    HOTEL INFORMATION

    The room block for this event is now closed. If you need a hotel room, please contact Kecia.Voorhees@moodys.com directly to inquire about any availability.


    Event Details:

    Venue Name: Andaz San Diego

    Address: 600 F Street, San Diego, CA 92101


    Date: November 8-9, 2023

    CONTACT US

    If you have any questions about the event, please contact us:

    Kecia Voorhees

    kecia.voorhees@moodys.com