Tuition/
Schedule at a Glance
| WEDNESDAY, OCTOBER 8 | |
| 12:00-2:00 p.m. | PRECONFERENCE REGISTRATION |
| 2:00-5:00 p.m. | PRECONFERENCE WORKSHOP 1 (separate fee required) Building a Better Board Tim Harrington, President of T.E.A.M. Resources, Tucson, AZ PRECONFERENCE WORKSHOP 2 (separate fee required) Net Promoter Score: Managing and Measuring Moments of Truth Denise Wymore, Author and Consultant, Seattle, WA |
| 4:00-6:00 p.m. | CONFERENCE REGISTRATION |
| 6:00-7:30 p.m. | WELCOME RECEPTION |
| THURSDAY, OCTOBER 9 | |
| 7:30-8:30 a.m. | CONTINENTAL BREAKFAST |
| 7:30-9:00 a.m. | REGISTRATION |
| 8:30 a.m.-4:00 p.m. | GUEST TOUR-OPTIONAL (separate fee required) San Diego City Tour and Harbor Cruise |
| 8:30-8:45 a.m. | WELCOME AND OPENING REMARKS |
| 8:45-10:00 a.m. | KEYNOTE SESSION The Art of Leadership Bill Strickland, President/CEO, Manchester Bidwell Corporation, Pittsburgh, PA |
| 10:00-10:30 a.m. | NETWORKING BREAK |
| 10:30-11:45 a.m. | BREAKOUT SESSIONS Reaching the Hispanic Market: Good for Philosophy, Good for Business George Poitou, COO, SCE Credit Union, El Monte, CA Vendor Due Diligence and Effective Vendor Management David Reed, Attorney, CU Doctor, Fairfax, VA Identity Theft: The Saga Continues Jim Stickley, CTO and Co-Founder, Trace Security, El Cajon, CA |
| 11:45 a.m.-1:00 p.m. | AWARDS LUNCHEON Join us as we present the 2008 Community Credit Union of the Year Awards |
| 1:15-2:30 p.m. | BREAKOUT SESSIONS Mergers: How They Affect Your Board and Staff David Bartoo, President, Merger Solutions Group, Portland, OR Community Credit Union Best Practices Kelli Mason, VP Sales & Services, GFA Federal Credit Union, Gardner, MA, Robin McKenzie, SVP. Marketing and PR, Redwood CU, Santa Rosa, CA Automating the Bank Secrecy Act Process Denise Hutchings, Vice President, Verafin |
| 2:30-2:45 p.m. | NETWORKING BREAK |
| 2:45-4:00 p.m. | GENERAL SESSION An Economic Outlook Terrin Griffiths, Economist/Analyst, California/Nevada Credit Union League, Rancho Cucamonga, CA |
| FRIDAY, OCTOBER 10 | |
| 7:30-8:30 a.m. | CONTINENTAL BREAKFAST |
| 7:30-8:30 a.m. | REGISTRATION |
| 8:30-9:45 a.m. | GENERAL SESSION What’s in a Performance? A Comparison of Community Credit Unions to Community Banks Steve Williams, Principal, Cornerstone Advisors, Scottsdale, AZ |
| 9:00 a.m.-2:00 p.m. | GUEST TOUR-OPTIONAL (separate fee required) Old Town San Diego Tour |
| 9:45 -10:15 a.m | NETWORKING BREAK |
| 10:15-11:30 a.m. | BREAKOUT SESSIONS Merger of Equals John Wakefield, CEO, Empower FCU, Syracuse, NY and Jayant Datta, Board of Directors, Empower FCU, Syracuse, NY SEG Mentality: Jumpstart Your Select Employee Group Program Ginger Salt, SVP of Markets, Truliant CU, Winston-Salem, NC Emerging Markets: Generation Y Justin Ho, Gen Y Marketing Consultant, Glatt Consulting, LLC, Wilmington, NC |
| 11:30 a.m.-12:45 p.m. | LUNCH (on your own) |
| 1:00-2:00 p.m. | GENERAL SESSION Compliance Issues Impacting Community Credit Unions Kathy Thompson, SVP and Associate General Counsel for Regulatory Compliance & Legislative Law, Credit Union National Association, Washington, DC |
| 2:00-2:15 p.m. | NETWORKING BREAK |
| 2:15-3:30 p.m. | BREAKOUT SESSIONS Bringing in New Members Under Your Community Charter Marty Kelly, SVP Marketing and Business Development, US Federal Credit Union, Burnsville, MN Member Business Lending Update Keith Reynolds, VP Lending/Business Services, CEFCU, Peoria, IL and Doug Benzine, VP Market Research, Credit Union National Association, Madison, WI Emerging Markets: Attracting the Nontraditional Market Warren Morrow, Founder and CEO, Coopera™ Consulting, Des Moines, IA |
| SATURDAY, OCTOBER 11 | |
| 8:30-9:00 a.m. | CONTINENTAL BREAKFAST |
| 9:00-10:15 a.m. | BREAKOUT SESSIONS Effective Marketing Strategies for the New Community Credit Union Geri Dillingham, EVP/COO, North Island CU, San Diego Leveraging Your Credit Union’s Community Relations and Workplace Philanthropy Programs Steve Delfin, Executive Director, National Credit Union Foundation, Washington, DC |
| 10:15-10:30 a.m. | NETWORKING BREAK |
| 10:30-11:30 a.m. | CLOSING GENERAL SESSION CU 20/20: Insight Into the American Credit Union Movement Dennis Dollar, Principal Partner, Dollar Associates LLC, Birmingham, AL |
