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Agenda

12th ANNUAL CUNA CFO Council Conference & Roundtable
May 21 - 24, 2006
Riviera Resort - Palm Springs, CA

See events for May 21 | May 22 | May 23 | May 24

SUNDAY, MAY 21

7:30-8:30 am PRE-CONFERENCE WORKSHOP REGISTRATION

Noon–5:30 pm

INTERNET CAFE

Sponsored by Southwest Corporate FCU and Corporate One Federal Credit Union

8:00-11:00 am

PRE-CONFERENCE WORKSHOP:

Measuring Your Performance:
Your Wake Up Call
Part 1: Product Profitability - Mike Kohl, President, Kohl Advisory Group, Phoenix, AZ

Part 2: Branch Profitability - Bill McCoy, CCUE, CFO, Florida Telco Credit Union, Jacksonville, FL

Noon – 5:45 p.m

GOLF TOURNAMENT - Escena Golf Club

Sponsored by Amherst Securities Group, LP, Western Corporate Federal Credit Union, and Shay Financial Services, Inc.
3:00 – 6:00 p.m. CONFERENCE REGISTRATION
6:00 – 6:30 p.m.

FIRST TIME ATTENDEE WELCOME RECEPTION
It’s a must for those new to the CUNA CFO Council Conference. Meet with the Executive Committee, network with other first-timers – it’s a “get acquainted” reception that will get your conference off to a great start

6:30 – 8:00 p.m.

WELCOME RECEPTION
Open to conference attendees

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MONDAY, MAY 22

7:30 – 4:00 p.m.

CONFERENCE REGISTRATION

7:30 – 8:15 a.m.

BREAKFAST

Sponsored by Mid-States Corporate Federal Credit Union

7:30 – 4:30 p.m.

INTERNET CAFE

Sponsored by Southwest Corporate FCU and Corporate One Federal Credit Union

8:15 – 9:15 a.m.

WELCOME and OPENING GENERAL SESSION
Keynote Address

Special Prescriptions for Success, Happiness and Humor:
A Presentation of Great Magnitude with Dr. Steve Sobel
Dr. Steve Sobel, Speaker Extraordinaire, Longmeadow, MA

Sponsored by CU Financial Solutions/CUNA Mutual Group

9:15 – 9:30 a.m.

NETWORKING BREAK

Sponsored by CUSO Partners, LLC

9:30 – 10:45 a.m.

BREAKOUT SESSIONS

The Credit Union Business Model:
Market Forces at Work
Peter Duffy, Associate Director
Sandler O'Neill and Partners, LP
New York City, NY

Legislative and Regulatory Update
Lilly Thomas, Asst. General Counsel, Regulatory Affairs
Credit Union National Association, Washington D.C.

Sponsored by Ceto and Associates

Core Deposit Behavior and Value: What,
Why and How to Measure It
Bill McGuire, PhD., President/CEO, McGuire Performance Solutions, Inc., Phoenix, AZ

Sponsored by McGuire Performance Solutions, Inc.

Wowing Your Board
With the Perfect Financial Presentation
(this session does not repeat)
Kevin Durrance, EVP/CFO, Georgia FCU, Duluth, GA, Kim Reedy, EVP/CFO, North Island CU, San Diego, CA and Dan LeClerc, EVP, Park Side FCU, Whitefish, MT

Sponsored by Citigroup Global Markets, Inc.

10:45 – 11:00 a.m.

NETWORKING BREAK

Sponsored by Profitstars, a Jack Henry Company

11:00 – 12:15 p.m.

BREAKOUT SESSIONS

The Credit Union Business Model:
Market Forces at Work
(repeat session)

Sponsored by Brookwood Capital


Legislative and Regulatory Update
(repeat session)

Core Deposit Behavior and Value: What,
Why and How to Measure It
(repeat session)

Sponsored by McGuire Performance Solutions, Inc.

Strategies to Increase and Decrease Interest Rate Risk
Brad Cunningham, Senior Director, Wescorp, San Dimas, CA and
Ed Hada, Vice President, Wescorp, San Dimas, CA

12:15 – 1:30 p.m.

MEMBERSHIP RECOGNITION LUNCHEON
At this year’s membership luncheon, CFO Council members that have completed five and ten years of membership will be recognized for their dedication and support at an “informal” presentation.

Sponsored by CUNA Strategic Services / MoneyGram International

1:30 – 2:45 p.m.

MINI WORKSHOP A
IT Evolution: The Changing Role of IT in Financial Services
Tom Kroen, AVP Information Technology, First Tech Credit Union, Beaverton, OR


MINI WORKSHOP B
Investment Stewardship: Philosophy and Practices
Philip Donovan, SVP, Sr. Portfolio Manager, FTN Financial, Memphis, TN

Sponsored by ACC Consumer Finance

2:45 – 3:00 p.m.

NETWORKING BREAK

Sponsored by Kohl Advisory Group

3:00 – 4:15 p.m.

MINI WORKSHOP A (continued)
IT Evolution: The Changing Role of IT in Financial Services

MINI WORKSHOP B (continued)
Investment Stewardship:  Philosophy and Practices

Sponsored by ACC Consumer Finance

6:00 p.m.

Social Event
Join us for a fun-filled evening as the CFO Council plays host to a casino night. Try your luck at blackjack, roulette and other casino games while enjoying the many food stations and beverages that will be available. Stay until the end and you could be one of the lucky ones to trade your casino dollars for terrific prizes. It’s a night of networking, food and fun!

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TUESDAY, MAY 23

7:30 – 4:00 p.m. CONFERENCE REGISTRATION

7:30 – 8:15 a.m.

BREAKFAST

Sponsored by CNBS, LLC

7:30 – 5:30 p.m.

INTERNET CAFÉ

Sponsored by Southwest Corporate FCU and Corporate One Federal Credit Union

8:15 – 9:15 a.m.

GENERAL SESSION

Six Choices:
An Insider's Perspective of the Credit Union Movement at a Crossroads
Dennis Dollar, Principal Partner, Dollar Associates, LLC,
Birmingham, AL

Sponsored by Western Corporate Federal Credit Union

9:15 – 9:30 a.m.

NETWORKING BREAK

Sponsored by C Myers Corporation

9:30 – 10:45 a.m.

BREAKOUT SESSIONS

Allowances for Loan Losses
 (session will not repeat)
Linda Art, Carolina Trust FCU and Scott Vick, VP Finance, Randolph Brooks FCU, Universal City, TX

Ensuring the Success of New Leaders:
The Bottom Line Impact
Mark Elliott, Founder of PowerStart Onboarding, President, MVN Leadership Services, Moreland Hills, OH

Sponsored by PSCU Financial Services, Inc.

Finding the Ideal Capital Position
Harold Sollenberger, Professor, Board Graduate School of Management, Michigan State University, Lansing, MI and Dan LeClerc, EVP, Park Side FCU, Whitefish, MT

Using ALM Tools to Forecast Liquidity
Tom Manley, Managing Director, ALM First Financial Advisors LLC

Sponsored by ALM First Financial Advisors, LLC

10:45 – 11:00 a.m.

NETWORKING BREAK

Sponsored by Callahan & Associates, Inc.

11:00 – 12:15 p.m.

BREAKOUT SESSIONS

Ensuring the Success of New Leaders:
The Bottom Line Impact
(repeat session)  

Finding the Ideal Capital Position
(repeat session)

Using ALM Tools to Forecast Liquidity
(repeat session)

On the Road or In the Ditch: Proper ALM Policy Limits for Your Credit Union
(session will not repeat)
Bill Goedken, President, Profitstar, Inc., Omaha, NE

Sponsored by Citigroup Global Markets, Inc.

12:15 – 1:30 p.m.

NETWORKING LUNCH

Sponsored by Diebold and CUNA Strategic Services

1:30 – 2:45 p.m.

SPECIAL GENERAL SESSION

Finding Prosperity in a Chaotic Economy
Todd Buchholz, Former White House Director of Economic Policy and CNBC Regular, San Diego, CA

2:45 – 3:00 p.m.

NETWORKING BREAK

Sponsored by Bartlett, Pringle & Wolf, LLP

3:00 – 4:15 p.m.

ROUNDTABLE SESSION

Facilitated by: Brian McVeigh, SVP/CFO, State Employees CU, Lansing, MI

Join your fellow CFOs in an open exchange of conversation. Snacks and soda will be available. Council members will be polled via the Listserv for potential topics.

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WEDNESDAY, MAY 24

7:30 – 8:30 a.m.

HOT BREAKFAST

Sponsored by BOSC, Inc.

7:30 – 10:30 a.m.

INTERNET CAFÉ

Sponsored by Southwest Corporate FCU and Corporate One Federal Credit Union

8:30 – 10:15 a.m.

Learning Track: A
Identity Theft
Roger Nettie, Solution Development Manager,
CUNA Mutual Group, Madison, WI

Sponsored by VISA USA

Learning Track: B
Balance Sheet Strategies for Dealing with Shrinking Margins
Mark Schieffer, SVP Chief Investment Officer, SunCorp, Westminster, CO

Sponsored by SunCorp Corporate Credit Union
10:15 – 10:30 a.m.

NETWORKING BREAK

Sponsored by Bankers Toolbox, Inc.

10:30 – 11:30 a.m.

CLOSING GENERAL SESSION

Managing Promises versus Expectations
Mike Jones, President, Discover Leadership, Houston, TX

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