WELCOME AND OPENING GENERAL SESSION Keynote Address with NCUA Update
JoAnn Johnson, Board Chairman, NCUA, Alexandria, VA
9:00-9:15 am
NETWORKING BREAK
9:15-10:30 am
BREAKOUT SESSIONS
Advanced Investment Portfolio Strategies
Chris Thomas, SVP/Partner and Steve Coale, Managing Director/Partner, Amherst Securities Group, L.P., Houston, TX
How to Measure Branch Profitability
Peri Pierone, VP Vertical Markets, SRC Software, Portland, OR
Leadership Skill Development
Steve Ahlberg, Capt. USN Retired, Principle Consultant, Extreme Arts & Sciences, Eugene, OR
Liquidity Management Strategies
Jim Eibel, Vice President, Federal Home Loan Bank, Indianapolis, IN
10:30-10:45 am
NETWORKING BREAK
10:45-12:00 p.m.
BREAKOUT SESSIONS (REPEATED)
12:00-12:15 pm
COMMUNICATION BREAK / INTERNET CAFE
12:15-1:30 pm
MEMBERSHIP RECOGNITION LUNCHEON
1:30-2:45 pm
MINI WORKSHOP: A – Part I
The Economics of Indirect Lending -You May be Surprised!
Brian Cote, CFO, China Trust Bank, Torrance, CA
MINI WORKSHOP: B – Part I
The Latest ALM Modeling
Emily More’ Hollis, President, ALM First Financial Advisors, LLC,
2:45-3:00 pm
NETWORKING BREAK
3:00-4:15 pm
MINI WORKSHOP: A – Part II
The Economics of Indirect Lending - You May be Surprised!
MINI WORKSHOP: B – Part II
The Latest ALM Modeling
5:30 pm
SOCIAL EVENT Enjoy a unique experience usually only afforded ambassadors and heads of state! Travel with us to the Russian Embassy where you’ll enjoy a cocktail reception featuring traditional Russian fair along with a fine dining experience and both classical and traditional Russian music and dancing. The setting is lavish; the rooms are ornate; the food is exquisite; the entertainment exciting and wonderful! It will be a once-in-a-lifetime experience that you’ll never forget!
GENERAL SESSION The State of Credit Union Politics and Legislation
Dan Mica/CEO, President, Credit Union National Association, Washington, D.C
9:00-9:15 am
NETWORKING BREAK
9:15-10:30 am
BREAKOUT SESSIONS
Breakout 1: How to Employ Hedging with Derivatives to Mitigate Risk
Christina Brown, CFO, Xerox FCU. El Segundo, CA and Jim Hayes, SVP Development & Marketing, WesCorp, San Dimas, CA
Breakout 2: The Role of the FASB, Current Reporting Issues and its Advisory Groups
Jeff Mahoney, Counsel to the Chairman and George Batavick, Board Member, FASB, Norwalk, CT - Scott Waite, SVP/CFO, Patelco CU, San Francisco, CA
Breakout 3: The Latest in Regulatory Requirements
Mary Dunn, SVP and Associate General Counsel, Credit Union National Association, Washington, D.C.
Breakout 4: Are Self-Insured Medical Plans and Health Savings Accounts Right for You or Your Credit Union?
W. Michael Kohl, Employee Benefits Consultant, CEBS, REBC, CUNA Mutual Group, Dallas, TX
10:30-10:45 am
NETWORKING BREAK
10:45 am-12:00 pm
BREAK OUT SESSIONS (REPEAT)
12:00-12:15 pm
COMMUNICATION BREAK
12:15-1:30 pm
NETWORKING LUNCH
1:30-2:45 pm
SPECIAL GENERAL SESSION Dueling Economists
Dr. Don Ratajczak, Consulting Economist, Morgan Keegan & Company, Regent’s Professor of Economics Emeritus, Georgia State University, and Dr. Bill Hampel, SVP, Chief Economist, Credit Union National Association, Washington, D.C.
2:45-3:00 pm
NETWORKING BREAK
3:00-4:15 pm
ROUNDTABLE DISCUSSIONS
Join fellow CFOs in open discussions of relevant topics of the day. Learn from others as ideas and approaches to issues are shared. Scott Waite, SVP/CFO of Patelco Credit Union, and other members of the CUNA CFO Council Executive Committee will facilitate the roundtable.
Learning Track: A Fee Income – Analyses, Opportunities and Strategies
Chip Filson, President, Callahan and Associates, Washington, D.C.
Learning Track: B
The Pros and Cons of Offering Business Services: A Panel Discussion
Ralph Reardon, SVP/CFO, Coastal FCU, Raleigh, NC, Jean Faenza, President/CEO, Business Partners, LLC, Chatsworth, CA and Bob Lehman, Manager of Business Banking, Corporate Banking Operations, Ent FCU, Colorado Springs, CO
10:15-10:30 am
NETWORKING BREAK
10:30 am- 11:30 pm
CLOSING GENERAL SESSION Winning In Overtime
Mark Adams, President, EnthusiAdams, Inc., Springboro, OH
Hotel information:
Capital Hilton
1001 16th Street, NW
Washington, D.C. 20036
Reservations:
202-393-1000
Room Rate: $199 Single Occupancy
$219 Double Occupancy
plus applicable taxes
- As a first time attendee, I was absolutely thrilled with the conference and it far exceeded my expectations. The open (and non-stuffy) atmosphere was conducive to good positive networking with other CU financial officers and the sessions were excellent.
- I have been in the credit union industry since 1978 and have found the CFO Council Conference as the Best conference for the financial executive. The networking alone is worth the cost to attend the conference.
