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 Speaker Presentations
"Revolutionize Your Financial Future"
Eighth Annual CUNA CFO Council Conference and Roundtable
June 2–5, 2002 * Williamsburg, VA
Note: Handouts for the preconference workshop on June 2 are provided to registrants
on site, and are not available for download here.
| MONDAY, JUNE 3 |
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Opening General Session: Regulatory Empowerment and Credit Union Soundness—An
NCUA Perspective
Dennis Dollar, Chairman, National Credit Union Administration, Alexandria,
VA
Session highlights:
- Update on NCUA regulatory actions in past 18 months and impact on
credit unions;
- Understanding of how RegFlex and incidental powers regulations can
result in greater empowerment and sounder credit unions;
- Awareness of how NCUA’s Access Across America program can result
in greater credit union outreach to underserved communities
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Advanced Cost Accounting
Mark Hart, Chairman and Chief Executive Officer, Greenwich Software and
Consulting Group, Inc., Greenwich, CT
Session highlights:
- Implementations of transfer pricing scheme;
- Capital allocation to products and profit centers;
- Data processing expense, indirect or direct.
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Making Compensation Work
Christie Summervill, Human Resource Consultant, Koker Goodwin & Associates,
Dallas, TX
Session highlights:
- Accurately determine how your current pay levels compete in your
specific marketplace;
- Identify and address internal equity;
- How to build a compensation system that works for your culture.
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Strategic Perspectives of the CFO Community
Chip Filson, President, Callahan and Associates, Inc., Washington D.C.
Session highlights:
- What are the most critical ALM issues faced by credit unions?
- What are the different ways credit unions are managing their options
for these issues?
- How important are strategic alliances to your credit union’s
future?
- Data from the first quarter will be used to highlight the first ever
CFO forecast for 2002.
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CUSO Nuts and Bolts
Jamie Letcher, AVP, Members Enterprise, CUNA Mutual Group, Madison,
WI
Session highlights:
- What is a CUSO?
- How is a CUSO organized and operated?
- What do NCUA regulations permit?
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The Current Economic Environment and Investment Strategies for Credit
Unions
Anthony Quirarte, Vice President–Brokerage Services, Corporate Network
Brokerage Services, Overland Park, Kansas
Session highlights:
- Update on the Current Economic Environment;
- Define “Target Duration” for the Investment Portfolio;
- Benefits of Pursuing the “Rolling Down the Yield Curve”
Strategy.
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Selling Mortgages in the Secondary Markets
Kirk Malmberg, SVP Asset Liability Management, Federal Home Loan Bank
of Atlanta, Atlanta, GA
Ronald E. Poland, Jr., Director of the Portfolio Strategies Group, Fannie
Mae, Washington, DC
Mike Matz, Sr. Account Executive, Southeastern and Mid Atlantic, Fannie
Mae, Washington, DC
Session highlights:
- Introduction of a tool to help credit unions identify interest rate
and credit risk in the existing whole loan portfolio;
- Sale and/or securitization options and flexibilities for seasonal
loans;
- What outlets are available for selling mortgages/how can the seller’s
risk be minimized?
- How technology can make this transaction easier.
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Using ALM As A Weapon
Sally Myers, CEO, C. Myers Corporation, Phoenix, AZ
Rob Johnson, Vice President, C. Myers Corporation, Phoenix, AZ
Session highlights:
- What key components can’t be ignored in order to have a sound
ALM process?
- What is an effective, practical method for balancing between the
triad of business opportunities, balance sheet risks, and regulatory
issues?
- What is NEV? Should it be used in our decision-making process?
- What are some bad habits that can cause an A/L management process
to be ineffective and possibly dangerous?
- How can we determine the right amount of net worth for our credit
union’s unique structure and risks, especially in an unprecedented
competitive environment?
- What are key questions we should be asking if we are evaluating derivatives?
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New Capital Structure of the FHLB
Kirk Malmberg, SVP Asset Liability Management, Federal Home Loan Bank
of Atlanta, Atlanta, GA
Session highlights:
- The reasons for changing the capital structure;
- Differences in the capital structures of the 12 FHLB’s;
- How the new capital structure will impact transacting business with
the FHLB’s.
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| TUESDAY, JUNE 4 |
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General Session: Strive for the Summit of Success
Cathy O’Dowd, La Massana, Andorra
Session highlights:
- Discover the qualities needed to conquer the world’s highest
mountain;
- Learn the lessons of organization and motivation that apply to any
great challenge you or your credit union may face.
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Federal Reserve Financial Services eBusiness Strategy
Sonny Rosson, SVP and Director of eBusiness Strategy, Federal Reserve
Bank of Richmond
Session highlights:
- Appreciation for formulation of E-Business strategy;
- Specific knowledge of Federal Reserve directions related to e-business;
- Appreciation for payment systems electronic trends.
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Creating a Service Culture in Your Credit Union
Michael Neill, President, Michael Neill & Associates, Atlanta, GA
Session highlights:
- The financial payback a credit union receives when it develops a
sales and service culture;
- Why sales training does not work with a majority of employees;
- Three key mistakes most credit unions make when implementing a sales
and service culture.
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Total Portfolio Management or Mortgage Backed Securities—Risks
and Rewards
Brian Bowers, BB&T Capital Markets, Richmond, VA
Session highlights:
- Integrated asset allocation and risk management system;
- Relative value comparison;
- Portfolio simulation;
- Mortgage backed securities in credit union portfolios.
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Your Credit Card Portfolio: Boom or Bust?
David Bartoo, SVP, Asset Exchange, Inc., Portland, OR
Session highlights:
- Increase audience awareness of options for the credit card portfolio;
- Provide ways to measure profitability of portfolio;
- Understanding the critical factors in the sale process.
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Regulatory Perspectives
Geoff Bacino, Executive Vice President, Counter Intelligence Associates,
San Juan Capistrano, CA
Session highlights:
- What went on at NCUA over the past year and where is the agency headed?
- What areas of interest will NCUA focus on during the next few years?
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Strategic Economic Issues & Trends Affecting Your Credit Union
in 2002 and into 2003
Bill Hampel, SVP—Research and Policy Analysis and Chief Economist,
CUNA & Affiliates, Washington D.C.
Session highlights:
- The economic outlook for the rest of 2002 and into 2003;
- The implications of that outlook for the major trends affecting credit
union finances;
- The outlook for savings growth, loans growth, earnings and net worth.
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| WEDNESDAY, JUNE 6 |
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Maximizing Your Debit Card Program Profitability
Ginny Traub, Vice President, VISA U.S.A., Inc., San Francisco, CA
Session highlights:
- Information on the phenomenal growth of debit and the key challenges
that offline debit issuers are facing;
- How PIN pad deployment and merchant steering are influencing transaction
shifts from offline to online;
- Relevant marketing strategies that will help their Visa check card
program prosper in today’s tough economic environment.
- For a copy of this presentation, please email Ginny
directly at gtraub@visa.com
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Changing Management—A Survival Guide for the 21st Century
Eric Hemmings, MBA, CBA, CIA, CRP, Director, Financial Institution Services,
Witt, Mares & Company, PLC, Virginia Beach, VA
Michael Umscheid, CPA, Witt, Mares & Company, PLC, Virginia Beach,
VA
Session highlights:
- Why many credit unions are missing the profitability boat named U.S.S.
Gramm-Leach Bliley Act (GLBA);
- Best practices for credit unions, including trends in fee income
from CUSO’s and other sources;
- Why they are willing to bet money they can breach your current firewall,
and why cyber crime and terrorism will challenge your current network
security program, as well as your physical security program;
- What to expect from auditors and examiners concerning the new emphasis
on fraud detection and internal controls.
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Laugh More—Live Longer
Dr. Steve Sobel, Speaker Extraordinaire, Northampton, MA
Session highlights:
- Learn how not to make “mountains out of molehills “ by
being able to laugh more at certain things we all do–a true perspective
enhancement;
- Learn why negativity can erode enthusiasm, joy and the ability to
truly enjoy what each day has to offer;
- Each participant will understand the true power of their everyday
influence on other people’s attitudes, communication and team efforts;
- Each participant will be able to implement two strategies that will
allow them to maintain a positive perspective during challenging moments.
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(Excel, last revised 5/30/02)