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2006 CFO Council
Conference Presentations

See presentations for:
May 22
| May 23 | May 24

Download attendee roster :
CFO Conference Attendee_Roster (PDF)
CFO Conference Attendee_Roster (Excel)

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MONDAY, MAY 22

BREAKOUT SESSIONS

The Credit Union Business Model:
Market Forces at Work
Peter Duffy, Associate Director
Sandler O'Neill and Partners, LP
Download presentation (Coming Soon)

Legislative and Regulatory Update
Lilly Thomas, Asst. General Counsel, Regulatory Affairs
Credit Union National Association
Download presentation


Core Deposit Behavior and Value: What,
Why and How to Measure It

Bill McGuire, PhD., President/CEO, McGuire Performance Solutions, Inc.
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Wowing Your Board
With the Perfect Financial Presentation

(this session does not repeat)
Kevin Durrance, EVP/CFO, Georgia FCU, Kim Reedy, EVP/CFO, North Island CU, and Dan LeClerc, EVP, Park Side FCU
LeClerc - Download presentation
Reedy - Download presentation

Durrance - Download presentation

MINI WORKSHOP A
IT Evolution: The Changing Role of IT in Financial Services
Tom Kroen, AVP Information Technology, First Tech Credit Union
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MINI WORKSHOP B
Investment Stewardship: Philosophy and Practices

Philip Donovan, SVP, Sr. Portfolio Manager, FTN Financial
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TUESDAY, MAY 23

GENERAL SESSION

Six Choices:
An Insider's Perspective of the Credit Union Movement at a Crossroads

Dennis Dollar, Principal Partner, Dollar Associates, LLC,
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BREAKOUT SESSIONS

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


Ensuring the Success of New Leaders:
The Bottom Line Impact

Mark Elliott, Founder of PowerStart Onboarding, President, MVN Leadership Services
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Finding the Ideal Capital Position
Harold Sollenberger, Professor, Board Graduate School of Management, Michigan State University, and Dan LeClerc, EVP, Park Side FCU
Download handout 1
Download article 1
Download article 2


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

On the Road or In the Ditch: Proper ALM Policy Limits for Your Credit Union
(session will not repeat)
Bill Goedken, President, Profitstar, Inc.
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WEDNESDAY, MAY 24

Learning Track: A
Identity Theft

Roger Nettie, Solution Development Manager, CUNA Mutual Group
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Learning Track: B
Balance Sheet Strategies for Dealing with Shrinking Margins
Mark Schieffer, SVP Chief Investment Officer, SunCorp
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Managing Promises versus Expectations
Mike Jones, President, Discover Leadership, Houston, TX
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