


Credit Union Financial Forum
MONDAY, OCT 19 - TUESDAY, OCT 20, 2026
Events include: NYSE Closing Bell, Morgan Stanley HQ and featuring a Fireside Chat with the Honorable Rodney Hood,Former Chairman of NCUA and Acting Comptroller of the Currency
Michael T. Rossi, President | Advisors Equity Group
330-518-3180 or email: mrossi@advisorsequitygroup.com
Noteworthy Details
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AEG will provide the following for one Key Executive (CEO/CFO/COO/VP of Finance/CXO)
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Transportation: Black car service to and from a NYC area airport
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Hotel: One room night at the W New York-Times Square (Attendee's coming from Western US will be provided two nights) 1567 Broadway, New York, NY 10036
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Air/Train: Up to $500 reimbursement (reimb. checks will be handed out at the meeting)
Agenda
SUN, OCT 18
West Coast arrivals, AEG will provide black car service to the hotel
MON, OCT 19
East Coast arrivals, AEG will provide black car service to the hotel
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2:15P - Shuttle leaves the hotel Lobby
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3P - VIP Tour: New York Stock Exchange including Closing Bell
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4P - Cocktail Event
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4:45P - Fireside Chat with the Honorable Rodney Hood, Former Chairman of NCUA and Acting Comptroller of the Currency
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6P - Meet in the hotel lobby to shuttle to dinner
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6:30P - AEG hosted dinner
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10P - Return by shuttle to the hotel
TUE, OCT 20
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7A - Breakfast at the hotel
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9:30A - 3P Morgan Stanley Worldwide HQ meeting and lunch (across the street from the W Hotel)
Departures, AEG will provide black car service to the airport
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