ELEVENTH ANNUAL CUNA CFO COUNCIL CONFERENCE & ROUNDTABLE
May 15-18, 2005
Capital Hilton
Washington, DC
Note: If you are having trouble downloading a file, try right clicking and selecting "Save As".
MONDAY, MAY 16
BREAKOUT SESSIONS
Advanced Investment Portfolio Strategies
Chris Thomas, SVP/Partner and Steve Coale, Managing Director/Partner, Amherst Securities Group, L.P., Houston, TX • Download Presentation
How to Measure Branch Profitability
Peri Pierone, VP Vertical Markets, SRC Software, Portland, OR • Download Presentation
Leadership Skill Development
Steve Ahlberg, Capt. USN Retired, Principle Consultant, Extreme Arts & Sciences, Eugene, OR • Download Presentation
Liquidity Management Strategies
Jim Eibel, Vice President, Federal Home Loan Bank, Indianapolis, IN • Download Presentation
MINI WORKSHOP: A – Part I & II The Economics of Indirect Lending -You May be Surprised!
Brian Cote, CFO, China Trust Bank, Torrance, CA • Download Presentation
MINI WORKSHOP: B – Part I & II
The Latest ALM Modeling
Emily More’ Hollis, President, ALM First Financial Advisors, LLC, • Download Presentation
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 • Download Presentation
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
• Download Presentation
Breakout 3: The Latest in Regulatory Requirements
Mary Dunn, SVP and Associate General Counsel, Credit Union National Association, Washington, D.C. • Download Presentation
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 • Download Presentation • Download Presentation 2
Learning Track: A Fee Income – Analyses, Opportunities and Strategies
Chip Filson, President, Callahan and Associates, Washington, D.C. • Download Presentation
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 • Download Presentation
• Download Presentation 2 • Download Presentation 3
CLOSING GENERAL SESSION Winning In Overtime
Mark Adams, President, EnthusiAdams, Inc., Springboro, OH • Download Presentation
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.
