Continental Breakfast
7:30–8:15 a.m.

Tuesday General Session
8:30–9:30 a.m.
“EXTRA! EXTRA!
Read—And Wonder— All About It”
Frank Diekmann, Publisher, The Credit Union Journal
Lately, the news about credit unions has been thick with phrases like “charter conversions,” “hostile takeovers,” “mergers,” and “fears for the future.” However, the gloom-and-doom headlines obscure many bright opportunities. At this revealing session, Frank will analyze today’s news and explain why he believes credit unions are more relevant than ever—if they recognize where their strengths lie.

Concurrent Educational Sessions
9:45–11 a.m.

• Economic Forecast
Bill Hampel, Chief Economist, Credit Union National Association (CUNA)
In the midst of a softening economy, waning consumer confidence, and a tanking real estate market, Bill will offer an expert, credit union-oriented perspective to help clarify your strategic outlook for the year.

• Disaster Recovery
Robin Lentz, President and CEO, Cabrillo CU; and Joseph Schroeder, President and CEO, San Diego Metropolitan CU
Join us for a panel discussion between CEOs of credit unions which were affected by the recent California wildfires as they discuss what happened, what went right, what they learned, and what they would do differently.

• Litigation Avoidance Strategies
Kevin O’Neill, Esq., Kevin P. O’Neill & Associates
Managerial decisions and actions can either enhance the working environment or, if exercised inappropriately, expose the organization to serious liability. All supervisory and managerial employees must understand their critical role in protecting their organizations from employment law liability while conducting day-to-day management duties. This session will provide a focused review of basic employment issues to enhance equal employment opportunities, help you avoid code-of-business missteps, and provide a more in-depth understanding of employment law issues.

• Marketing to Generation Y: Social Media and How to Use It Effectively
Matt Dean, CEO/Founder, and Doug Williams, Vice President of Finance and Production, Trabian Technology
There’s been a lot of buzz surrounding social media lately. At this session, you’ll learn about the different types of social media and how to use them. You’ll also learn what financial institutions, including credit unions, are doing to leverage these technologies.

Shapiro Group Session
9:45–11 a.m.
“Everything You Ever Wanted to Know About Shared Branching,
But Were Afraid to Ask”
In the first half of this two-part session, Financial Services Center Cooperative
Inc. (FSCC), which has more than 4,000 locations in 46 states and six countries,
will answer all your hard-to-ask questions about shared branching. The second half of the program will focus on legislative and regulatory updates for 2008, plus time for questions and answers.

Concurrent Educational Sessions
11:25 a.m.–12:45 p.m.

• Credit Union Conversions to Mutual Savings Banks: Get the Straight Story
Bill Hampel, Chief Economist, Credit Union National Association
Conversions remain an option for credit unions as the industry continues to debate “unjust enrichment” versus “what is in the best interests of credit union members.” At this session, CUNA’s Chief Economist will address this hot industry topic head-on. Be there as he presents an overview of the issues and facts based on past credit union conversions to a mutual savings charter.

• Boomers as Seniors – Retiree Strategies
Heather Thiltgen, Vice President of Consumer Segment Programs, CUNA Mutual Group
There are over 14 million credit union members aged 55-64 years. Upon retirement, many members leave credit unions and form strong relationships with banks, investment firms, and other financial institutions. Learn what Boomers really want from a financial partner and receive practical, concrete advice on what you need to deliver to build strong relationships that will last throughout their retirement years.

• Bridges to the Underserved: Credit Union Partnerships
Clifford Rosenthal, President/CEO, National Federation of Community Development Credit Unions
In today’s ever-changing environment, a growing number of credit unions are interested in helping to meet community development needs and reaching out to the underserved and unbanked. This session will discuss ways your credit union can work with community development credit unions, and provide avenues and resources for credit union community development initiatives. The session will also feature the Federation’s new video highlighting three California credit unions’ community development work in San Francisco.

• Hot Topic (to be announced)
What’s the hot topic? Well, it’s a secret. Or, more accurately, it’s a subject so fresh and relevant that it will be determined just before the conference begins. If you’re ready to be pleasantly surprised—and better informed about a cutting-edge concern—this is the right session for you!

Tuesday Luncheon Session
1–3 p.m.
From the Streets To the Stove:
A True Life Story of Obstacles and Opportunity
Luncheon Guest Speaker
Chef Jeff Henderson, Author, Cooked
How does someone go from being an ex-con to Executive Chef at one of the nation’s finest luxury hotels? Chef Jeff’s remarkable story of finding his passion for cooking while incarcerated and turning his life around was captured in his best-selling memoir “Cooked,” and is currently being adapted into a Hollywood movie. He also has a show for The Food Network in the works. Get a taste of inspiration as Chef Jeff shares his story with you in person! Tickets are required; seating is limited. Pre-conference lunch ticket purchase: $45; on-site purchase: $50.

Session topics and speakers are subject to change without notice.