Agenda

"Improving the Odds of Success"

Ninth Annual CUNA CFO Council Conference and Roundtable
May 18-21, 2003 * Las Vegas, NV

As your credit union’s CFO, you play a pivotal role in the future performance of your credit union.You can't afford to take chances in meeting the challenges of the coming year. Stack the odds in your favor at the Ninth Annual CUNA CFO Council Conference & Roundtable in Las Vegas, Nevada, on May 18-21, 2003.

We've gathered the latest information and the best known experts in the specialized field of credit union financial management to inspire you, energize you, and sharpen your skills and knowledge. You’ll learn about the latest thinking in leadership and management.You’ll get specific, nuts-and-bolts information and ideas you can put into action immediately. And you’ll have ample opportunities to network, share, and learn with colleagues from all over the country.

The odds are 100% in your favor that you’ll come away inspired and improved. Make your plans and register today for the only sure bet in Las Vegas - the Ninth Annual CUNA CFO Council Conference & Roundtable.

See events for May 18 | May 19 | May 20 | May 21

SUNDAY, MAY 18
7:30-8:30 am	Preconference Workshop Registration
8:30-11:30 am	Preconference Workshop: The Art of Maintaining a Profitable Member Franchise Gary Raddon, Chairman, Raddon Financial Group, Oakbrook Terrace, IL This basic hands-on workshop is designed specifically for CFOs. Beginning with the chart of accounts, and ending with proforma unit costs, you will learn how to prepare your organization to implement and use cost accounting as a powerful management information tool. We will also review and relate the elements of sound cost accounting as they apply to credit unions of all sizes. And we’ll discuss and define overhead (not just administrative costs), products, capital allocation, and balance sheet ownership issues, transfer pricing and profit centers. This workshop will help you discover how sound, credible, well-developed cost accounting, can reveal much about your productivity, pricing and profitability.
12:45-5:45 pm	Golf Tournament Dragon Ridge Country Club is being heralded as one of the newest premier golf courses in the Las Vegas/Henderson area. The course was sculpted out of the McCullough Mountains, which are said to have the most beautiful views of the entire Las Vegas valley. Open to attendees and guests. Separate fee required.
3:30-6:30 pm	Conference Registration
6:30-8:00 pm	Welcome Reception Open to conference attendees and guests.

MONDAY, MAY 19
7:30-9:30 am	Registration
7:30-8:30 am	Breakfast Buffet
8:30-9:30 am	Opening General Session: The Art of Leadership Bill Strickland, President & CEO, Manchester Craftsmen’s Guild and The Bidwell Training Center, Pittsburgh, PA If a person’s wealth were measured by the impact they have on people’s lives, Bill Strickland would be one of America’s richest men. He’s a ceramic artist who became a social entrepreneur, shining a light for thousands of people to find a way out of poverty. Bill Stickland’s simple message – give people the tools they need, treat them with respect, and they will perform miraculous deeds – is as simple as it is profound.
9:30-9:45 am	Networking Break
9:45-11:00 am	Breakout Sessions 1. Creating Long-term Funding Tom Farin, Chairman, Farin & Associates, Inc., Madison, WI 2. Credit Card Success: How the High Performers Get There; How They Stay There Brian Crawford, Chief Marketing Officer, PSCU Financial Services, Inc., St. Petersburg, FL 3. Rethinking Incentive Plans Christie Summervill, MBA, SPHR, Senior Compensation and Management Consultant, Koker Goodwin & Associates, Wichita, KS 4. The Top 10 Technologies Dan Kinne, VP – Information Technology, Silver State Schools FCU, Las Vegas, NV and CUNA Technology Council Executive Committee Member
11:00-11:15 am	Networking Break
11:15 am- 12:30 pm	Breakout Sessions (repeat)
12:30-12:45 pm	Communication Break
12:45-2:00 pm	Member Recognition Luncheon and Raffle At this year’s membership luncheon, CFO Council members who have completed five years of membership will be recognized for their dedication and support at an informal presentation.
2:00-3:00 pm	Mini Workshop A (Part 1): Estimate the Cost and Profitability of Your Products – Now! Mike Kohl, President/CEO, The Kohl Advisory Group, Scottsdale, AZ Mini Workshop B (Part 1): ALM Issues – Dealing With the Challenges of a Historically Low Rate Environment Tom Farin, Chairman, Farin & Associates, Inc., Madison, WI
3:00-3:15 pm	Networking Break
3:15-4:15 pm	Mini Workshop A (Part 2): Estimate the Cost and Profitability of Your Products – Now! Mike Kohl, President/CEO, The Kohl Advisory Group, Scottsdale, AZ Mini Workshop B (Part 2): ALM Issues – Dealing With the Challenges of a Historically Low Rate Environment Tom Farin, Chairman, Farin & Associates, Inc., Madison, WI
6:30-8:30 pm	“Round Robin” Dinners Join fellow financial professionals for networking opportunities and a fun night out.

TUESDAY, MAY 20
7:30 am-8:15 am	Breakfast Buffet
8:15-9:30 am	General Session: Credit Unions: Renaissance or Roadkill Patrick Adams, Executive Vice President, St. Louis Community CU, St. Louis, MO
9:30-9:45 am	Networking Break
9:30-9:45 a.m	Networking Break
9:45-11:00 am	Breakout Sessions 1. Beyond the Basics: Considering Other Investment Alternatives Ron Araujo, CFA, Principal & Portfolio Manager, WesCorp Investment Services, San Dimas, CA 2. A.L.L.L. and ALL Other Accounting Issues Impacting Today’s Credit Unions Ron Parker, CPA, Partner in Charge, Clifton Gunderson LLP, Tucson, AZ 3. Risk-Focused Examination (RFE) Process – The Reasons For It Dave Marquis, Director – Office of Examination and Insurance, National Credit Union Administration, Alexandria, VA 4. Loan Participations – How and Why Chris Oldag, SVP-Lending, Patelco CU, San Francisco, CA and CUNA Lending Council Executive Committee Member
11:00-11:15 am	Networking Break
11:15 am- 12:30 pm	Breakout Sessions (Repeat from morning)
12:30-12:45 pm	Communication Break
12:45-1:45 pm	Networking Lunch with annual address and sweepstakes drawing
1:45-3:00 pm	Special General Session: Market Outlook Amy Crews Cutts, Deputy Chief Economist, Freddie Mac, Mclean,VA
3:00-3:15 pm	Networking Break
3:15-4:45 pm	Roundtables Join fellow CFOs in an open exchange of conversation. Snacks and sodas will be available. Conference attendees will be solicited for discussion topics. Facilitator: Scott Waite, SVP/CFO, Patelco Credit Union, San Francisco, CA and CUNA CFO Council Chair.
5:30 pm	Social Event: Lake Mead Sunset Cruise Enjoy a delightful evening aboard the Desert Princess, an authentic, three-level, Mississippi-style paddlewheeler. Participants and their guests will enjoy a smooth ride on the blue waters of picturesque Lake Mead, plus a fun combination of spectacular scenery, food and drinks, and plenty of networking opportunities. It will be an adventure to remember! Included with conference registration. Separate fee required for guests.

WEDNESDAY, MAY 21
7:30-8:30 am	Continental Breakfast
8:30-10:15 am	Learning Track A: Mortgage Loan Portfolio Management Jerry Hubbard, President, FTN Financial Capital Assets Corporation, Overland Park, KS Learning Track B: Business Services for Members: The Right Move for your Credit Union? Keith Reynolds, Business Services Manager, CEFCU, Peoria, IL
10:15-10:30 am	Networking Break
10:30 am- 12:00 pm	Closing General Session: The Business of Being Funny Simon Cotter, Comedian, The Lavin Agency, Cambridge, MA In this hilariously entertaining presentation, Simon Cotter demonstrates the many benefits to individuals and organizations of incorporating humor into their personal and work lives. Simon Cotter’s comedic brilliance is both motivating and inspiring. By showing how people can benefit from living on the lighter side of life, Cotter’s presentations will leave you with a renewed outlook on the world and a smile on your face.You’ll learn practical ways to develop humor as a survival tool at home and in the workplace.Open to attendees and guests.

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Agenda

"Improving the Odds of Success"