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Speaker Presentations
"Improving the Odds of Success"
Ninth Annual CUNA CFO Council Conference and Roundtable
May 18-21, 2003 * Las Vegas, NV
| MONDAY, MAY 19 |
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Creating Long-term Funding
Tom Farin, Chairman, Farin & Associates, Inc., Madison, WI
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Credit Card Success: How the High Performers Get There; How They
Stay There
Chris Leggett, Director of National Sales, PSCU Financial Services, Inc.,
St. Petersburg, FL
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Rethinking Incentive Plans
Christie Summervill, MBA, SPHR, Senior Compensation and Management Consultant,
Koker Goodwin & Associates, Wichita, KS
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The Top 10 Technologies
Dan Kinne, VP – Information Technology, Silver State Schools FCU,
Las Vegas, NV and CUNA Technology Council Executive Committee Member
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Mini Workshop A: Estimate the Cost and Profitability of Your Products
– Now!
Mike Kohl, President/CEO, The Kohl Advisory Group, Scottsdale, AZ
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Mini Workshop B: ALM Issues – Dealing With the Challenges of
a Historically Low Rate Environment
Tom Farin, Chairman, Farin & Associates, Inc., Madison, WI
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| TUESDAY, MAY 20 |
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General Session: Credit Unions: Renaissance or Roadkill
Patrick Adams, Executive Vice President, St. Louis Community CU,
St. Louis, MO
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Beyond the Basics: Considering Other Investment Alternatives
Ron Araujo, CFA, Principal & Portfolio Manager, WesCorp Investment
Services, San Dimas, CA
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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
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Risk-Focused Examination (RFE) Process – The Reasons For It
Dave Marquis, Director – Office of Examination and Insurance, National
Credit Union Administration, Alexandria, VA
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Loan Participations – How and Why
Chris Oldag, SVP-Lending, Patelco CU, San Francisco, CA and CUNA Lending
Council Executive Committee Member
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Special General Session: Market Outlook
Amy Crews Cutts, Deputy Chief Economist, Freddie Mac, Mclean, VA
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| WEDNESDAY, MAY 21 |
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Learning Track A: Mortgage Loan Portfolio Management
Jerry Hubbard, President, FTN Financial Capital Assets Corporation, Overland
Park, KS
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Learning Track B: Business Services for Members: The Right Move for
your Credit Union?
Keith Reynolds, Business Services Manager, CEFCU, Peoria, IL
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