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Concurrent Educational Sessions

Conference Track
Membership Growth Recipe: Business Development and Community Relations
Mark Arnold, Senior Vice President, Neighborhood Credit Union
Every credit union wants to grow their membership. In the past, credit unions rushed to acquire more and more new SEGs to attain that growth. However, just acquiring SEGs does not automatically lead to success. Credit unions must partner with and penetrate those companies. Business development activities are also evolving into more community relations-type efforts. Community charter marketing requires more than being at an event here and there: it takes a strategic approach. Membership growth today involves the key ingredients of both business development and community relations. This session covers:

  • Business development strategies
  • Partnering with existing SEGs to increase penetration level
  • Measuring business development success
  • Community relations tips and tactics
  • A formula for successful community relations

Security Blunders: Show and Tell
Barry Thompson, Consultant and Professional Speaker
Is your financial institution facility safe and secure? Don't put your members, employees, and potentially thousands of your asset dollars at risk! Assessing the risks involved with the operation of a financial institution is a major concern of every CEO, operations staff, and security officer. Financial institutions often unwittingly make themselves targets for criminals, and this program will use pictures that demonstrate precisely how this can happen. Join security and risk management 'guru' Barry Thompson for a look at your financial institution facility as a criminal would see it, both during and after operating hours. You may be surprised at what you discover!

Top 100 CUs in Core Deposit Growth
Rory Rowland, Consultant and Professional Speaker
This session will show you how the top credit unions in core deposit growth beat the competition—hands down! After you attend this session, you will have five strategies you can use to increase your core deposits and decrease your cost of funds. Don't miss your opportunity to find out what the leading credit unions are doing and how it can help your credit union, too.

The Seven Habits of Highly Effective Credit Unions
Tim Lerew, Consultant and Professional Speaker
What's the difference between "average" and "exceptional" when it comes to creating credit unions with both strong financial performance and members who are passionate about their credit union? This session, using Stephen Covey's best-selling book, Seven Habits of Highly Effective People, as a foundation will show how your perspective as a credit union leader has as much to do with member satisfaction and "strong numbers" as state-of-the-art technology and exemplary underwriting.

Building an Emergency Response Team
Carl Stewart, President and CEO, Water and Power Credit Union
Every credit union develops a plan and trains for disaster. But when disaster actually strikes, how well will your plan hold up and how prepared will you be? Get some real-life insights as Carl Stewart discusses the tragic explosion that rocked one of his credit union's branches in March of 2008.

You Can Have It All—Satisfied Members, Happy Employees, and Sound Financial Performance
Tom Smigielski, former CEO, Pacific Service Credit Union
In this session, you'll learn how your organization can be high-performing, but still manage its costs and have positive and productive employees. Using tools to measure and manage, you will learn some key steps to operating more efficiently. As you'll see, these goals can be accomplished without reducing salaries or layoffs by identifying and eliminating unnecessary performance issues, products, and misspent efforts.

The CU Business Model in an Age of Turmoil
Peter Duffy, Associate Director, Sandler O'Neill & Partners L.P.
This session will explore the impact that consumer behavior, the evolving economy, and regulation continue to have on credit union growth and earnings, with an emphasis on the role that the following factors play in combining to exacerbate the performance:

  • Traditional versus appropriate performance metrics
  • The regulatory imbalance that leads to the continued deterioration of financial competitiveness
  • The role of peer analysis versus competitive analysis and the impact on performance

Also, discuss the financial market turmoil and its possible outcomes for financial institutions and credit unions, discuss 'what counts' for increasing financial competitiveness and market share in a commoditized balance sheet, look at the performance ratios of top financial institutions and credit unions, and discuss the performance difference between top banks and credit unions.

CU Investments Management
Bob Lindner, Director, Managed Accounts, CUNA Mutual Group
How is the economic situation affecting your credit union's investments? This session will review recent economic and market trends from the perspective of investment management. In addition, the session will offer MEMBERS' Capital Advisors' view and their outlook as it relates to investments in general. Recent credit union trends and market implications will be discussed.

The Top 12 Technology Trends for 2009 and How Credit Unions Can Benefit From Them
Ron Galloway, Filmmaker and Professional Speaker
The past year has brought startling changes in technology. Your iPhone can recommend restaurants near you. 250 million people in China use virtual cash instead of Chinese currency. Have your DNA analyzed for $300 and find out if you're prone to cancer. Google can predict flu outbreaks faster than the Centers for Disease Control (CDC). It's a brave, new, fascinating world out there!

In this 60-minute presentation, Galloway predicts the top technology trends and how credit unions can adapt to, and prosper from, these new innovations. For example, will Twitter become a primary tool for communicating with members? Will artificial intelligence "bots" manage and trade funds for members? Will cable companies' adoption of IPTV (Internet Protocol TV) allow CUs to have their own low cost cable channel that members can watch and communicate through? Will CU debit cards contain member healthcare information? Will the mobile phone finally become a member's "wallet"? Find out more at this session!

Best Practices
Presentation by the top three entrants in the Best Practices Poster Competition

Unconference Track NEW
At the same time as each of the Conference Track sessions, there will be two sessions in the Unconference Track. Café Conversations will be held at Casa Sereno, a historic adobe home behind the Marriott Hotel, furnished with period antiques. The Open Space sessions will be held in Ferrante's on the top floor of the Marriott with a 360-degree view of the city to help stimulate your thought process.

Café Conversations
Conference attendees will be invited before the conference to submit topics for discussion at small café-sized tables. During the session, the person submitting the topic will engage the group at his or her table on a discussion of the issue and maintain notes on the topic. At the halfway point of the session, participants will be invited to switch tables and engage in a new discussion. Notes on all discussions will be shared with conference attendees after the conference including actual forms, reports, policies, and formulas that you can use at your credit union.

Open Space
Frank Diekmann, publisher of Credit Union Journal, will facilitate larger group discussions of relevant themes to the credit union family, such as "What is the biggest issue my credit union faces in the next six months?" or "If I had a magic wand, what product or service would I create for my credit union?"