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Agenda

 

"Where the past meets the future of financial services!"

May 16 - 19, 2004
Hilton San Diego Resort
San Diego, California

See events for May 16 | May 17 | May 18 | May 19

SUNDAY, MAY 16
7:30-8:30 am PRE-CONFERENCE WORKSHOP REGISTRATION

7:30–6:30 p.m.

INTERNET CAFE

8:30-11:30 am

PRE-CONFERENCE WORKSHOP:
Proactive Balance Sheet Strategies

Jerry Boebel, Sr. Financial Management Consultant, CUNA Mutual Group, Madison, WI and Paul Lefurgey Sr. Investment Officer, MEMBERS Capital Advisors, WI

12:45-5:45 pm

GOLF TOURNAMENT

3:00-6:00 pm

REGISTRATION
6:00-6:30 pm Welcome reception for first-time conference attendees
Please join us and meet your CFO Council executive committee.
6:30-8:00 pm WELCOME RECEPTION
Open to conference attendees

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MONDAY, MAY 17

7:30-4:00 am

REGISTRATION

7:30-8:15 am

CONTINENTAL BREAKFAST

7:30-6:30 am

INTERNET CAFE

8:15-9:30 am

OPENING GENERAL SESSION
Keynote Address
JoAnn Johnson, Vice Chair, NCUA, Alexandria, VA

9:30-9:45 am

NETWORKING BREAK

9:45-11:00 am

BREAKOUT SESSIONS

Breakout 1: Courtesy Pay Programs
CFO Panel Discussion
Moderator: Christina Brown, CFO, Xerox FCU, El Segundo, CA

Breakout 2: System Selection: Do’s & Don'ts
Roger Peters, Managing Director, RSM McGladrey, Inc., St. Paul, MN

Breakout 3: Measuring Value Returned to Members
Jay Johnson, EVP, Callahan & Associates, Washington, D.C.

Breakout 4: Improving Return on Investment Portfolio
Brian Turner, Sr. Advisor, Southwest Corporate FCU, Dallas, TX

11:00-11:15 am

NETWORKING BREAK

11:15-12:30 p.m.

BREAKOUT SESSIONS (REPEAT)

12:30-12:45 pm

COMMUNICATION BREAK

12:45-2:00 pm

MEMBERSHIP RECOGNITION LUNCHEON

2:00-3:00 pm

MINI WORKSHOP: A – Part I
Workshop A: “Never Say Never.” Strategies for a Highly Volatile Rate Environment
Frank Farone, Managing Director, Darling Consulting Group, Newburyport, MA

MINI WORKSHOP: B – Part I
Workshop B: Managing the Loan Portfolio
Bob Burrell, EVP, Chief Investment Officer and Ed Hada, VP Financial Consulting Services, Wescorp FCU, San Dimas, CA
3:00-3:15 pm NETWORKING BREAK
3:15-4:15 pm

MINI WORKSHOP: A – Part II
Continuation of Part I

MINI WORKSHOP: B – Part II
Continuation of Part I

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TUESDAY, MAY 18
7:30 - 4:00 p.m. REGISTRATION

7:30 am-8:15 am

CONTINENTAL BREAKFAST

7:30 am-5:00 pm

INTERNET CAFE

8:15-9:30 am

GENERAL SESSION
Change is Inevitable (Except from Vending Machines)
Patrick Adams, EVP, St. Louis Community CU, St. Louis, MO

9:30-9:45 a.m

NETWORKING BREAK

9:45-11:00 am

BREAKOUT SESSIONS

Breakout 1: Non-Interest Income Strategies
Mark Riddle, Sr. Research Analyst, Raddon Financial Group, Oakbrook Terrace, IL

Breakout 2: Alternative Sources of Capital
Tom Merfeld, SVP MEMBERS Capital Advisors, Madison, WI

Breakout 3: Budgeting: Best Practices
Greg Schwartz, RSM McGladrey, Inc., Minneapolis, MN

Breakout 4: Evaluation and Accounting for Mortgage Service Rights
Susan Fabio, CPA, McGladrey & Pullen, LLP, Bloomington, MN

11:00-11:15 am

NETWORKING BREAK

11:15 am-12:30 pm

BREAK OUT SESSIONS (REPEAT)

12:30-12:45 pm

COMMUNICATION BREAK

12:45-1:45 pm

NETWORKING LUNCH

1:45-3:00 pm

SPECIAL GENERAL SESSION
Economic Update
Chris Low, Chief Economist, First Tennessee, Memphis, TN

3:00-3:15 pm

NETWORKING BREAK

3:15-4:45 pm

ROUNDTABLE DISCUSSIONS
Join fellow CFOs in an open exchange of conversation.
Facilitator: Scott Waite, SVP/CFO, Patelco CU, San Francisco, CA

5:30 pm

SOCIAL EVENT
A Night at the San Diego Zoo

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WEDNESDAY, MAY 19

7:30-8:30 am

CONTINENTAL BREAKFAST

8:30-10:15 am

INTERNET CAFE

10:15-10:30 am

Learning Track: A
Cost Accounting: Branch Profitability
Christina Schwarz, EVP, Moebs Services, Inc., Lake Bluff, IL

Learning Track: B
Serving Small Businesses: Defining the Opportunities and Challenges for Credit Unions
Mike Marselli, Informa Research Services, Tampa, FL., and Karen Harmon, RSM McGladrey, Inc., South Bend, IN

10:15-10:30 am NETWORKING BREAK

10:30 am-
12:00 pm

CLOSING GENERAL SESSION (Guests Invited)
David Werner, Humorist, Washington, D.C.

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