There are roughly 10,000 banks and credit unions in the United States, so how does a financial institution stand out from the crowd when it comes to recruiting top talent?

Join Providence Federal Credit Union’s Shirley Cate, Happy State Bank's Mikel Williamson, Qualtrics' Jordan Katz and Credit Union Journal’s Jackie Stewart in a candid conversation about what it takes to become an employer of choice.

Date & Time
Wednesday, September 25, 2019
Time: 2:00 p.m. EST

Price: $99.00
FREE for subscribers
Discussion Agenda
  • With extremely low unemployment, how can banks and credit unions attract and retain top talent?
  • What matters to employees in terms of pay, benefits and other perks?
  • How do executives create a culture that is welcoming and that employees love?
  • What can small credit unions and banks do to compete with the country’s largest institutions?
  • What are the most effective ways to communicate with staff?
Speakers
Shirley Cate
Shirley Cate, Providence Federal Credit Union
With more than 36 years in the credit union industry, Shirley Cate built her career working from being a teller to serving in the C-suite. Shirley is president and CEO of the $140 million-asset Providence Federal Credit Union in Milwaukie, Ore. In her current role, she manages all aspects of the credit union including finance, marketing and business development, operations, human resources and technology. Before joining the team at Providence, she was president and CEO at Cutting Edge Federal Credit Union.
Jackie Stewart
Jackie Stewart, Credit Union Journal
Jackie Stewart is the managing editor of the Credit Union Journal, the nation’s leading credit union news resource. She is also a contributing editor to American Banker where she has covered breaking news, community banks and mergers and acquisitions. After graduating from Northwestern University in 2006, Jackie taught for two years in the Bronx, N.Y., through Teach for America.
Mikel Williamson
Mikel Williamson, Happy State Bank
In April 2018, Mikel Williamson became president of Happy State Bank in Amarillo, Texas, after serving as the institution’s chief operating officer since January 2015. Prior to that, he had served as the bank’s Dallas-Fort Worth market president. He joined the $3.5 billion-asset Happy State in 2013. Overall, Mikel has 22 years of experience in the banking industry, with 17 of those years spent at publicly-traded banks in a variety of roles, such as senior vice president of network management and market president in three different Texas markets.
Jordan Katz
Jordan Katz, Qualtrics
Jordan Katz is the global head of employee experience transition programs at Qualtrics. He advises clients about how to effectively use data and analytics to develop strategies to predict outcomes and improve performance. He also works with companies on optimizing workplace culture. Prior to joining Qualtrics, Jordan launched the predictive talent assessment business for a venture capital firm. The unit improves the performance of businesses by using predictive analytics for workplace strategies and recruitment efforts.
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