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Conf. Presentations

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

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MONDAY, MAY 21

OPENING GENERAL SESSION
The Pursuit of Happyness
Christopher Gardner, CEO, Gardner Rich & Company, Chicago, IL

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
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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
Gail Wean, SVP/CFO, MacDill FCU, Tampa, FL
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Executive Benefits
Joe Tripalin, Director, Executive Benefits, CUNA Mutual Group, Madison, WI
Lee Noack, Executive Benefits, BOSC Inc, Little Rock, AR
Jim Wagner, BOLI Consultant, BOSC Inc, St. Louis, MO
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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
• Download Presentation (coming soon)

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
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Best Practices in Measuring Branch Performance
Wilma Wells, CFO, T and C FCU, Bloomfield Hills, MI
Jason Scott, VP Accounting, TruWest CU, Scottsdale, AZ
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Core Deposits: Clear and Present Danger
Bill McGuire, PhD., President/CEO, McGuire Performance Solutions, Inc., Phoenix, AZ
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MINI WORKSHOP: A
Session Title: Why Good and Smart People Do Really Dumb and Unethical Things
Professor Marianne Jennings, Arizona State University, Phoenix, AZ
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MINI WORKSHOP: B
Paper…. Plastic…. Or… Electronic…. Do You Know Where Your Weak Links Are?
Ann Davidson, Risk Management, CUNA Mutual Group, Madison, WI
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MINI WORKSHOP: C
The Entrepreneurial Manager
Doug Olsen, Leadership Consultant, Colorado Springs, CO

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TUESDAY, MAY 22

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
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BREAKOUT SESSIONS

Solutions to the Four Major Risks of Owning a Credit Card Portfolio (Session repeats)
James Walsh, President/CEO, Brookwood Capital, Peterborough, NH
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Crisis Management
Sharon Seanor, VP Marketing, Keesler FCU, Biloxi, MS
Mia Perez, Director, Marketing and Business Development, Louisiana FCU, New Orleans, LA
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How Technology Enables Your Business Needs
Gail Koehler, SVP Technology, Purdue Employees FCU, West Lafayette, IN
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Loan Participation
Jeff Miller, Paragon Financial Group, Ft. Lauderdale, FL
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BREAKOUT SESSIONS

Solutions to the Four Major Risks of Owning a Credit Card Portfolio
James Walsh, President/CEO, Brookwood Capital, Peterborough, NH
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Loan Analysis:  What are You Really Yielding on your Loans!
Emily Hollis, President, ALM First Financial Advisors, Dallas, TX
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Creating Balance Sheet Symmetry
Jim Toliver, Executive Director, Financial Strategies Group,
Members United Corporate FCU, Warrenville, IL
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The Clear Advantage of Business Services
Grace Mayo, President/CEO, Telesis Community CU, Northbrook, CA
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SPECIAL GENERAL SESSION
Becoming a VIP
Doug Olsen, Leadership Consultant, Colorado Springs, CO
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WEDNESDAY, MAY 23

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
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CLOSING GENERAL SESSION

Think Big: It Pays Better
Rick Olson, President, Rick Olson Seminars, Dallas, WI
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