Big Valley 2008 :: Monday, March 17

The EXPO Center
Open: Monday, March 17
Continental Breakfast: 7:30–8:30 a.m.
Refreshment Break: 10–10:30 a.m.
Lunch available at 11:45 a.m.

To put it simply…if you miss the EXPO CENTER, you miss out! The products and services you will learn about here can simplify your professional life and reinvigorate your competitive edge!

Also, don’t miss our Grand Prize drawings: we’ll be giving away new iPhones, and you must be present to win!

Monday General Session
8:45–10 a.m.
League Management Report
Bill Cheney, President and CEO,
California and Nevada Credit Union Leagues

Become an ‘Opportuniac’:
Creating Assets from Adversity
Albert Mensah
Author, When the Drumbeat Changes,
Dance a Different Dance
As someone who has overcome significant adversity, Albert knows how to recognize opportunity. He also knows that most of us pass up dozens of opportunities every day, often out of fear. Yet success in today’s changing world demands boldness and creativity. At this unforgettable presentation, learn how to see and seize the opportunities all around you—and to create opportunities where none exist!

PAC Silent Auction
Monday, March 17, 10:15 a.m.–4:30 p.m.

Be sure to stop by and enter your bid for the valuable items on display. Proceeds will support the CCUL-PAC.

Note: All proceeds used to support CCUL-PAC are not deductible as charitable contributions under federal and state law.

Concurrent Educational Sessions
10:45 a.m.–Noon
• Information Security – Emerging Threats
Susan Orr, Consultant
As financial institutions strive to provide additional online services, the threat landscape continues to evolve. Phishing attacks are becoming increasingly sophisticated, data breaches are becoming increasingly common, and the financial community faces a slew of regulatory requirements never seen before. This session will increase your understanding of current and emerging threats, assess the effectiveness of your information security program, and help you develop member security awareness. You’ll also learn best practices for implementing controls to detect and mitigate threats.

• Political Update
Peter Mitchell, Consultant; and Katie Newton, Director of Political Finance, California Credit Union League
In this informative overview of state and federal politics for 2008, you’ll hear analysis on the February 5 California presidential primary and initiatives, and learn what is expected in the Legislative races in June’s primary election and November’s general election.

• The “Why” Behind Generation Y’s Financial Decisions
Daniel Penrod, Industry Analyst, California Credit Union League
Mountains of data are available on what Gen Y is buying. The Applied Research Institute (ARI) set out to discover why they’re buying what they buy. This fascinating session will go beyond the numbers to give you real insights into the motivations and financial decision-making of this important demographic group.

• Three Characteristics of High-Performance Institutions
Joe Sullivan, LPC, CFMP, President, Market Insights, Inc.
Growth can be an elusive goal in today’s marketplace. While growth opportunities vary from one institution to the next, this session emphasizes three universal characteristics of high performance: understanding your market, differentiating yourself from the competition; and encouraging a culture of leadership. At this session, we’ll discuss the importance of each characteristic, and provide examples and suggestions for putting them into action. (Note: this session repeats at 3:15 p.m.)

Concurrent Educational Sessions
3:15–4:30 p.m.

• Data Leaks Happen – Are You Protected?
Susan Orr, Consultant
Electronic communication has become an essential part of conducting business in the 21st century. However, with electronic communication comes the risk of data leakage. The protection of PII is a critical issue and is mandated by numerous complex and regulations. What is required, which laws apply to what entities, and what is necessary to be compliant? Find out the answers to these questions, and learn more about regulatory and best practice components for securing and monitoring electronic communications.

• Best Practices Showcase Winners
In late 2007, the League invited all of its member credit unions to submit their most innovative, proven solutions in various areas of expertise. The interactive Best Practices Showcase will feature the winning entries. Come and see how your colleagues have approached the challenges facing their credit unions.

• Directing a Meaningful Financial Literacy Education Experience for Youth
Geoff Wilson, Vice President of Volunteer Initiatives and Program Support, JA Worldwide® (Junior Achievement)
In this interactive session, Geoff will demonstrate the impact of experiential learning in teaching financial literacy to youth. Drawing upon observed evidence, Geoff will illustrate why hands-on, problem-based learning is such an effective means for educating and inspiring youth. This session will highlight many of the lessons JA Worldwide has learned throughout its 88-year history in providing experiential learning opportunities to youth—particularly in the area of financial literacy.

PAC Reception and Live Auction
Monday, March 17, 5–7 p.m.

What extraordinary items will be up for bid this year, and who will walk away with them? Find out and feel the excitement at this lively event! Proceeds will support the California State PAC and contribute toward your personal
PAC goals.

Note: All proceeds used to support CCUL-PAC are not deductible as charitable contributions under federal and state law.

To register, or for more information, visit www.ccul.org/bv2008.
Session topics and speakers are subject to change without notice.