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Speaker Presentations

"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

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

 
MONDAY, MAY 17

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

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

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

Loan Portfolio Management Strategies
Bob Burrell, EVP, Chief Investment Officer and Ed Hada, VP Financial Consulting Services, Wescorp FCU, San Dimas, CA

“Never Say Never.” Strategies for a Highly Volatile Rate Environment
Frank Farone, Managing Director, Darling Consulting Group, Newburyport, MA

COURTESY PAY PANEL
Linda Darling EVP/CFO

 

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TUESDAY, MAY 18

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

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
Economic Update
Chris Low, Chief Economist, First Tennessee, Memphis, TN

 

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WEDNESDAY, MAY 19

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


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

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