Alumni Association Conference

2025 Alumni Association Conference

 

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Thursday, July 24, 2025

DoubleTree by Hilton Hotel | Claremont, CA

The Western Credit Union Management School Alumni Association (WCMSAA) Board of Directors proudly presents its annual WCMSAA Conference. We have carefully crafted an exceptional educational experience with programming that features dynamic, relevant speakers, an array of networking opportunities, and celebrates the next generation of leaders!

 

KEYNOTE SPEAKER

 

Tom Glatt Jr.
Tom Glatt Jr
Founder, Glatt Consulting Group, Inc

 

Tom Glatt is the founder of Glatt Consulting Group, Inc., a credit union consulting firm specializing in distinctive consulting for credit union boards and executive teams. He has 30 years of consulting experience in the credit union community with expertise in corporate strategy, governance, and leadership development consulting projects. He’s certified in Emotional Quotient Inventory 2.0 (EQ-i 2.0), which informs his work with individual leaders and leadership teams to strengthen emotional intelligence, and is also certified in Risk Type Compass, which allows him to help individual leaders and leadership teams better understand behavior as it relates to taking risk. He created the Credit Union Industry HealthScore, a highly regarded metric that tracks the health of US-based credit unions. This dynamic tool utilizes the call report data issued by the National Credit Union Administration dating back to 2003. It is calculated and updated quarterly. Tom earned a Bachelors of Science degree in business administration from the University of Mary Washington, Fredericksburg, VA. He also graduated from the University of North Carolina-Wilmington’s Cameron School of Business Executive Certificate Program, as well as the National Association of Federal Credit Union’s Management Development Institute.

 

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CONFERENCE PRICING

Pre-Conference Dinner
$75
Buca di Beppo (same parking lot as the hotel)
Conference Registration
$360
Fully Loaded Conference Experience
Dinner + Registration

$399

 

 

CONFERENCE LOCATION

DoubleTree by Hilton Hotel

555 W Foothill Blvd, Claremont, CA 91711

(909) 626-2411

There is a 24hr cancellation policy for all reservations. Complimentary overnight parking is included.

Click Here to Register Now!

 

CONFERENCE AGENDA

8:30 – 8:50AM
Registration and Continental breakfast
8:50 – 9:00AM
Welcome and Introduction
9:00 – 10:15AM
Tom Glatt Jr
10:15 – 10:30AM
Networking break
10:30 – 11:30AM
Western Credit Union Management School Update
Dr. Michael Steinberger, Associate Professor, Pomona College Dept. of Economics; Dean, WCMS
11:30 – 12:15PM
Dave DeFazio, Strategy Corps.
12:15 – 1:15PM
Lunch and networking
1:15 – 2:30PM
Stephen Nelson, Chief Advocacy Operations Officer, California Credit Union League, Nevada’s Credit Unions, and Utah’s Credit Unions
2:30 – 2:45PM
Networking break
2:45 – 3:45PM
Mark Meyer, Filene Institute
3:45 – 4:00PM
WCMS Alumni Association Annual Meeting