2024 Cooperative Executive Roundtable
2024 Cooperative Executive Roundtable Series
May 14-15, 2024
We look forward to your attendance at NCBA CLUSA’s Cooperative Executive Roundtable. This annual event convenes a cohort of the most innovative co-op executives across industries and sectors to share strategic insights. The Roundtable fosters connections around the co-op business model and the vision to create a more inclusive economy.
The Cooperative Executive Roundtable brings together the cooperative movement’s leading executives for a cross-sector idea exchange. This gathering is a unique opportunity to hear from visionary thinkers and connect with your peers. The Roundtable is designed to deliver collaborative, growth-oriented discussion sessions that stimulate strategic thinking about the challenges facing our domestic economy and how to best position cooperatives to thrive amid these shifting socioeconomic realities.
The Cooperative Executive Roundtable and its accompanying reception and dinner is an exclusive, complimentary, invitation-only event. To inquire about an invitation to a future Roundtable, email Tamela Blalock, NCBA CLUSA’s Vice President of Cooperative Relations at tblalock@ncba.coop.
Thank you to our Sponsors




Registered Co-ops and Organizations
- America's Credit Unions
- Block Inc.
- BLUE HAWK
- Capital Impact Partners
- CFC National Rural Utilities
- CoBank
- CoMetrics
- Everwise Credit Union
- Federation of Southern Cooperatives
- Group Health Cooperative of South-Central Wisconsin
- Momentus Capital
- National Cooperative Bank
- National Co+op Grocers
- (The) National Rural Electirc Cooperative Association
- National Rural Utilities CFC
- Nationwide
- NCBA CLUSA
- Organic Valley
- Oryana Community Co-op
- QCS Purchasing Cooperative
- Rappahannock Electric
- Rochdale Capital
- SchoolsFirst FCU
- SECO Energy
- Shared Capital Cooperative
- SkyPoint Federal Credit Union
- Small World
- Stratus Wealth Advisors
- The Drivers Cooperative
- TruStage
- U.S. Federation of Worker Co-ops
- Washington Area Community Investment Fund
Our Attendees
*Note, the attendee bios are posted alpha by last name in a horizontal manner.
To add or update your photo and bio, submit those items to: https://form.jotform.com/241145476950156
Event Location
Opening Reception and Private Dining: McCormick and Schmick's
Cooperative Executive Roundtable: National Cooperative Bank HQ, Arlington, VA
Where to Stay
- Location: The Ritz-Carlton, Pentagon City, 1250 South Hayes Street, Arlington, Virginia, USA, 22202
- Dates Available: May 14-15, 2024
- Special Rate: Rate = $399/night
- Booking Deadline: April 23, 2024
- How to Reserve: To book your stay, please visit: https://book.passkey.com/go/ExecutiveRTMay2024
or please call 1-800-422-2410 and please reference the group name Executive RT Room Block May 2024 when making reservations.

Agenda
Tuesday, May 14, 2024
We'll meet at a private dining room in McCormick & Schmick's at 2010 Crystal Dr., Arlington, VA 22202
WELCOME RECEPTION
6:00-7:00 PM EDT
EXECUTIVE DINNER
7:00-9:00 PM EDT
Wednesday, May 15, 2024
We'll meet at National Cooperative Bank HQ at 2011 Crystal Dr., #800, Arlington, VA 22202
BREAKFAST AND COFFEE
7:30 AM EDT
WELCOME AND OPENING REMARKS
8:00 AM EDT
- Thought Leaders:
- Doug O'Brien, President & CEO of NCBA CLUSA
- Casey Fannon, President & CEO of National Cooperative Bank
OPERATIONALIZED A.I. in 2024
8:15 AM EDT
- Thought Leader: Chantal Kamya, Head of Internal Communications Strategy & Programs at Block, Inc., the parent company of Square, CashApp, & TIDAL.
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Generative Artificial Intelligence, such as ChatGPT, are powerful tools that can be used to automate tasks, improve productivity, and create more engaging content. Fortune 500 companies are increasingly using ChatGPT to improve business operations in a variety of ways.
Here are some specific examples of how Fortune 500 companies have used ChatGPT:
- Asana uses ChatGPT to help users create and manage projects.
- Canva uses ChatGPT to help users create designs.
- Carlyle uses ChatGPT to help with research and due diligence.
- The Estée Lauder Companies uses ChatGPT to help with customer service.
- PwC uses ChatGPT to help with training and development.
As Generative AI continues to evolve, companies of all sizes will find new ways to use the technology to increase productivity. This session features a Fortune 500 company that will share how they have operationalized a private A.I. / ChatGPT for internal use, and how cooperatives will be able to do the same.
EXECUTIVE ROUNDTABLE DISCUSSION TOPIC: OPERATIONALIZED A.I. in 2024
9 AM EDT
How are you experimenting and operationalizing AI in your cooperative business in 2024 and 2025, and what are your future plans?
BREAK
9:45 AM EDT
THOUGHT LEADERSHIP SESSION AND EXECUTIVE ROUNDTABLE DISCUSSION TOPIC: REWIND WON'T CUT IT
10:00 AM EDT
- Thought Leader:
- Tara Rethore, CEO of Strategy for Real™
Business leaders face a near-constant barrage of disruption: economic barriers, geopolitical strife, and embroiled policymakers. Today’s challenges may feel familiar, thus tempting leaders to return to approaches that have succeeded previously. Yet, the business context has changed – so what worked in the past may not transform the future.
A guided discussion, this executive roundtable provokes new thinking and actionable insights. Discover why hitting rewind won’t cut it and the consequences of going back. Learn specific actions leaders can take to fast forward and accelerate performance.
Agenda, cont.
LUNCH
11:30 AM EDT
THOUGHT LEADERSHIP AND EXECUTIVE ROUNDTABLE DISCUSSION: NCBA as Co-op Advocacy Partner
12:45 PM EDT
- Thought Leaders:
- Aaliyah Nedd, Director of Government Relations at NCBA CLUSA
- Doug O’Brien, President & CEO of NCBA CLUSA
CLOSING REMARKS
1:50 PM EDT
ADJOURN
2 PM EDT
Our Speakers
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President & CEO
NCB

Head of Internal Communications
Block, Inc

Director of Government Relations
NCBA CLUSA

President & CEO
NCBA CLUSA
NCBA CLUSA STAFF

VP, Cooperative Relations
NCBA CLUSA

Director of Government Relations
NCBA CLUSA
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President & CEO
NCBA CLUSA

Valeria Roach
Executive Vice President & Chief Financial Officer
NCBA CLUSA
2023 Executive Roundtable Content
Connect with NCBA CLUSA on Co-op Circle
Co-op Circle is an online community for NCBA CLUSA members and stakeholders to share ideas, get feedback and be part of engaging discussions, events and more. We created Co-op Circle to empower the co-op community to connect and build true “cooperation among cooperatives” in the spirit of Principle 6.
When you join NCBA CLUSA, you’ll receive exclusive access to our Co-op Circle Common Room, Knowledge Drop, Small Groups and Events, along with the full support of our NCBA CLUSA team and volunteers. Join Co-op Circle today, and be sure to check out the Purchasing Co-op Group for industry-specific conversations and networking.







