Agenda

13th Annual
CUNA CFO Council
Conference and Roundtable
May 20 - 23, 2007
Hilton Tapatio Cliffs Resort
Phoenix, AZ

See events for May 20 | May 21 | May 22 | May 23

SUNDAY, MAY 20
7:30- 8:30 am	PRE-CONFERENCE WORKSHOP REGISTRATION
Noon– 5:30 pm	INTERNET CAFÉ Sponsored by Southwest Corporate FCU , Members United Corporate FCU, Corporate One FCU
8:00- 11:00 am	PRE-CONFERENCE WORKSHOP: Strategic A/LM: When Strategy and A/L Management Converge Sally Myers, CEO and Rob Johnson, SVP/Principal, c. myers corporation, Phoenix, AZ Sponsored by Southwest Corporate FCU Rich Thinking: How to Open the Door for Powerful New Thinking in Your Organization Tim Richardson, CEO, Total Development Resources, Inc., Knoxville, TN
12:15- 5:45 p.m.	GOLF TOURNAMENT Sponsored by Amherst Securities Group, LP, WesCorp, and Shay Financial Services, Inc.
3:00 – 6:00 p.m.	REGISTRATION
6:00 – 6:30 p.m.	WELCOME RECEPTION Open to first-time conference attendees
6:30- 8:00 p.m.	WELCOME RECEPTION Open to conference attendees

MONDAY, MAY 21

7:30 –
4:00 p.m.

REGISTRATION

7:30–
8:30 a.m.

HOT BREAKFAST
Sponsored by BOSC, Inc.

7:30–
4:30 p.m.

INTERNET CAFÉ

8:30–
9:45 a.m.

OPENING GENERAL SESSION
The Pursuit of Happyness
Christopher Gardner, CEO, Gardner Rich & Company, Chicago, IL
Sponsored by CUNA Mutual Group

9:45–
10:30 a.m.

NETWORKING BREAK

Visits with Sponsors
Sponsored by CPI-CUSO Partners Investments

BONUS –
Book signing with Christopher Gardner
Sponsored by CNBS, LLC

10:30–
11:45 a.m.

BREAKOUT SESSIONS

Should You be in the Credit Card Issuing Business? (Session repeats)
Mel Monroe, Sr. Portfolio Manager, Asset Exchange, Portland, OR
Ron Kishen, SVP NA Card Services, Fidelity National Information Services, St. Petersburg, FL

Payday Lending: An Alternative or a Solution? (Session repeats)
Mike Lord, SVP/CFO, State ECU, Raleigh, NC
MJ Coon, SVP/CFO, Ent FCU, Colorado Springs, CO
Ed Jacob, Manager, Northside FCU, Chicago, IL
Sponsored by SunCorp Corporate Credit Union

Surviving Operational Efficiency through Branch and Teller Capture
Brad Ganey, Director of Item Processing, Southwest Corporate, Plano, TX
Linda Art, VP Finance/Compliance, Carolina Trust FCU, Myrtle Beach, SC
Sponsored by Ceto and Associates

Executive Benefits
Joe Tripalin, Consultant, Madison, WI
Lee Noack, Executive Benefits, BOSC Inc, Little Rock, AR
Jim Wagner, BOLI Consultant, BOSC Inc, St. Louis, MO

11:45–
1:00 p.m.

MEMBERSHIP RECOGNITION LUNCHEON

At this year’s membership luncheon, CFO Council members that have completed five or more years of membership will be recognized for their dedication and support at an “informal” presentation.
Sponsored by Primary Financial

1:00–
2:15 p.m.

BREAKOUT SESSIONS

Should You be in the Credit Card Issuing Business?
Mel Monroe, Sr. Portfolio Manager, Asset Exchange, Portland, OR
Ron Kishen, SVP NA Card Services, Fidelity National Information Services, St. Petersburg, FL

Payday Lending: An Alternative or a Solution?
Mike Lord, SVP/CFO, State ECU, Raleigh, NC
MJ Coon, SVP/CFO, Ent FCU, Colorado Springs, CO
Ed Jacob, Manager, Northside FCU, Chicago, IL
Sponsored by SunCorp Corporate Credit Union

Best Practices in Measuring Branch Performance
Wilma Wells, CFO, T and C FCU, Bloomfield Hills, MI
Jason Scott, VP Accounting, TruWest CU, Scottsdale, AZ
Sponsored by MoneyGram International & CUNA Strategic Services

Core Deposits: Clear and Present Danger
Bill McGuire, PhD., President/CEO, McGuire Performance Solutions, Inc., Phoenix, AZ
Sponsored by McGuire Performance Solutions, Inc.

2:15–
2:30 p.m.

NETWORKING BREAK
Sponsored by ProfitStars, a Jack Henry Company

2:30–
4:30 p.m.

MINI WORKSHOP: A
Session Title: Why Good and Smart People Do Really Dumb and Unethical Things
Professor Marianne Jennings, Arizona State University, Phoenix, AZ

MINI WORKSHOP: B
Paper…. Plastic…. Or… Electronic…. Do You Know Where Your Weak Links Are?
Ann Davidson, Risk Management, CUNA Mutual Group, Madison, WI
Sponsored by MoneyGram International & CUNA Strategic Services

MINI WORKSHOP: C
The Entrepreneurial Manager
Doug Olsen, Leadership Consultant, Colorado Springs, CO
Sponsored by Ceto and Associates

5:30 p.m.

SOCIAL EVENT - Corona Ranch

TUESDAY, MAY 22

7:30–
4:00 p.m.

REGISTRATION

7:30–
8:15 a.m.

HOT BREAKFAST
Sponsored by c myers Corporation

7:30–
5:30 p.m.

INTERNET CAFÉ

8:15 –
9:30 a.m.

GENERAL SESSION

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 WesCorp

9:30–
10:00 a.m.

NETWORKING BREAK with sponsor visits
Sponsored by Callahan & Associates, Inc.

10:00–
11:15 a.m.

BREAKOUT SESSIONS

Solutions to the Four Major Risks of Owning a Credit Card Portfolio (Session repeats)
James Walsh, President/CEO, Brookwood Capital, Peterborough, NH

Crisis Management
Sharon Seanor, VP Marketing, Keesler FCU, Biloxi, MS
Mia Perez, Director, Marketing and Business Development, Louisiana FCU, New Orleans, LA
Sponsored by Stifel, Nicolaus & Co Inc.

How Technology Enables Your Business Needs
Gail Koehler, SVP Technology, Purdue Employees FCU, West Lafayette, IN
Sponsored by ALM First Financial Advisors, LLC

Loan Participation
Jeff Miller, Paragon Financial Group, Ft. Lauderdale, FL
Sponsored by Stifel, Nicolaus & Co Inc.

11:15–
11:30 a.m.

COMMUNICATION BREAK
There will be time to check a few emails or voice mails from the office before lunch.

11:30–
12:45 p.m.

NETWORKING LUNCH
Sponsored by Diebold, Inc. & CUNA Strategic Services

12:45–
2:00 p.m.

BREAKOUT SESSIONS

Solutions to the Four Major Risks of Owning a Credit Card Portfolio
James Walsh, President/CEO, Brookwood Capital, Peterborough, NH

Loan Analysis: What are You Really Yielding on your Loans!
Emily Hollis, President, ALM First Financial Advisors, Dallas, TX
Sponsored by ALM First Financial Advisors, LLC

Creating Balance Sheet Symmetry
Jim Toliver, Executive Director, Financial Strategies Group,
Members United Corporate FCU, Warrenville, IL
Sponsored by McGuire Performance Solutions, Inc.

The Clear Advantage of Business Services
Grace Mayo, President/CEO, Telesis Community CU, Northbrook, CA
Sponsored by the Small Business Payment Solution from PSCU Financial Services, Inc.

2:00–
2:15 p.m.

NETWORKING BREAK

2:15–
3:15 p.m.

SPECIAL GENERAL SESSION
Becoming a VIP
Doug Olsen, Leadership Consultant, Colorado Springs, CO

3:15 –
3:30 p.m.

NETWORKING BREAK
Sponsored by Sherwood Systems

3:30–
4:45 p.m.

ROUNDTABLE DISCUSSION
Join 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.

WEDNESDAY, MAY 23
7:30– 8:30 a.m.	HOT BREAKFAST Sponsored by Alliance Financial Services
7:30– 10:30 a.m.	INTERNET CAFÉ
8:30 – 10:00 a.m.	GENERAL SESSION CFO – How to Change an F to an E Steve Cobb, President/CEO, EECU, Jackson, MI Jeff Hendrickson, CEO, Dow Louisiana FCU Jeff Shaw, President, Weber CU, Ogden, UT Sponsored by Brookwood Capital
10:00– 10:15 a.m.	NETWORKING BREAK
10:15– 11:30 a.m.	CLOSING GENERAL SESSION Think Big: It Pays Better Rick Olson, President, Rick Olson Seminars, Dallas, WI