14th Annual
CUNA CFO Council Conference and Roundtable
May 18-21, 2008
Sanibel Harbour Resort & Spa | Fort Myers, Florida
Continuing Professional Education (CPE) Credits CUNA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN, 37219-241. Web site: www.nasba.org.
CPE Credits: You can earn 3 group-live CPE credit hours for one of the pre-conference workshops and 17 group-live CPE credit hours for the CFO Conference. No advance preparation is required. For more information regarding administrative policies, such as complaint and refund, please contact CUNA at 800-356-9655, ext. 4123.
Michael Linenberger will teach you a proven system of task and e-mail management, using Microsoft Outlook, which will take your efficiency to new levels. The methods are simple to learn, and amazingly effective. Using Linenberger's Total Workday Control system, you will experience dramatic increases in productivity and workday control.
[ Leadership Track ] Transformational Leadership Angelo Kinicki, Professor, Author, Consultant, Arizona State University , Phoenix, AZ
Great companies and great leaders are often synonymous, but what does it take to be a great leader? As a consultant, Kinicki often works with top management teams. Here, Kinicki discusses the principles of transformational and managerial leadership in increasing the efficiency of executives and the companies they lead.
It's a type of leadership that you really connect with people's hearts and minds such that people are willing to, if you would to use the word transform, they're willing to pursue the organization's goals over their own self interests. That's what transformational leadership is.
OPENING COMMENTS Erin Mendez, Chair, CUNA CFO Council
8:15–
9:15 a.m.
KEYNOTE PRESENTATION
[ Leadership Track ] The Seven Keys to Leadership in the 21 st Century
Pat Williams, Co-founder NBA’s Orlando Magic, Orlando, FL ~ Sponsored by CUNA Mutual Group
[ Technical Track ] Mortgage Crisis Impact on Credit Unions (Session does not repeat) Eileen O'Grady, President, Elliott Bay Associates, Seattle, WA and Jim Toliver, Executive Director Advisory Services, Balance Sheet LLC, Chicago, IL ~ Sponsored by PSCU Financial Services, Inc.
[ Technical Track ] Automating the BSA Process (Session does not repeat) Brendan Brothers, VP Verafin, Newfoundland, Canada ~ Sponsored by MoneyGram International and CUNA Strategic Services
[ Leadership
Track ] The Game and How to Play It: Conflict Resolution (Session repeats) Judy Mosto, Director, Career Services, Concordia University, Seward, NE ~ Sponsored by Brookwood Capital
[ Technical Track ] Vendor Management (Session repeats) Jay Olson, Director of Risk Management, Ent Federal Credit Union, Colorado Springs, CO ~ Sponsored by FIMAC Solutions, LLC
[ Technical Track ] Everything You Always Wanted to Know About Call Reports, But Were Afraid to Ask Kevin Durrance, EVP/CFO, Georgia Federal Credit Union, Duluth, GA ~ Sponsored by Preferred Benefit Partners Consulting
[ Technical Track ] Indirect Lending: Analysis of the Good, the Bad and the Ugly Norm West, CFO, Alaska USA FCU, Anchorage, AK and David Tuyo, SVP/CFO, First Florida Credit Union, Jacksonville, FL ~ Sponsored by Ceto and Associates
[ Leadership Track ] The Game and How to Play It: Conflict Resolution Judy Mosto, Director, Career Services, Concordia University, Seward, NE ~ Sponsored by Brookwood Capital
[ Technical Track ] Vendor Management Jay Olson, Director of Risk Management, Ent Federal Credit Union, Colorado Springs, CO ~ Sponsored by FIMAC Solutions, LLC
12:30- 1:30 p.m.
MEMBERSHIP RECOGNITION LUNCHEON (open to all attendees)
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 SimpliCD
1:45 –
4:00 p.m.
[ Technical Track ] MINI WORKSHOP: A Best Practices in Loan and Deposit Pricing Tom Farin, Chairman, President/CEO, Farin & Associates, Fitchburg, WI ~ Sponsored by Stifel Nicolaus
[ Technical Track ] MINI WORKSHOP: B Merger Accounting – Valuing Assets, Liabilities and Goodwill Robin Hoag, Partner, Doeren Mayhew, Troy, MI ~ Sponsored by McGuire Performance Solutions, Inc.
Join us for an evening of fun, food and festivities as the CFO Council plays host to a Caribbean Beach Night. Enjoy a caricature artist, cigar roller or just sit back and relax while listening to steel drum music. There will be plenty of food and beverages along with multiple networking opportunities.
[ Technical / Leadership Track ] Thoughts on the Economy…. But on the Other Hand…. Dwight Johnston, VP Economic and Market Research, WesCorp, San Dimas, CA and Dr. Loren Scott, President of Loren Scott & Associates, Profession Emeritus of Economics, Louisiana State University ~ Sponsored by WesCorp
[ Technical Track ] Measuring the Success of Marketing Campaigns (Session does not repeat) Mike Weber, VP Marketing, Dupaco Community CU, Dubuque, IA ~ Sponsored by Preferred Benefit Partners Consulting
[ Technical Track ] Anatomy of a CMO (Session does not repeat) Rick Trent, SVP, Senior Analyst, Morgan Keegan, Capital Market Research, Memphis, TN ~ Sponsored by Stifel Nicolaus
[ Technical Track ] Lessons of First Year Audits and SAS Issues (Session repeats) Doug Orth, CPA, Managing Partner, OCM CPA, Miami, FL ~ Sponsored by CenterOne Financial Services
[ Technical Track ] Software Innovation for Fun & Profit: Simple Solutions with High Impact Results (Session does not repeat) Daniel McGowan, CPA, CMA, Envision Credit Union, Tallahassee, FL ~ Sponsored by Ceto and Associates
[ Leadership Track ] Plugging Into Your Community: How CUs Can Get Involved Cindy Morgan, Marketing Manager, New England FCU, Williston, VT ~ Sponsored by MoneyGram International and CUNA Strategic Services
[ Technical Track ] Purchasing Insurance Coverage: Assessing Plastics and Bond Pricing Chuck Cashman, CUNA Mutual Group, Madison, WI ~ Sponsored by Vining Sparks
[ Technical Track ] Lessons of First Year Audits and SAS Issues Doug Orth, CPA, Managing Partner, OCM CPA, Miami, FL ~ Sponsored by CenterOne Financial Services
[ Technical Track ] Accounting for Executive Retirement Benefits and Post Retirement Health Insurance (FAS 106 and 157) John Moreno, Director, Institutional Managed Account Programs, MEMBERS Capital Advisors, Inc, CUNA Mutual Group, Madison, WI ~ Sponsored by Callahan & Associates, Inc.
[ Technical Track ] NCUA: What's on the Front Burner? Alonzo Swann, NCUA Regional Director, Region III, NCUA, Atlanta, GA ~ Sponsored by First Empire Securities
NCUA Regional III Director Alonzo Swann III will discuss the latest regulatory developments affecting credit unions. Mr. Swann will also update conference attendees on any further developments in the CAMEL rating system. There will also be an opportunity for questions from the attendees.
[ Leadership Track ] Join fellow CFOs in an open exchange of conversation. This year's format will include multiple tables for several topics to be presented simultaneously, thereby allowing CFOs to float from one table to another in order to participate in multiple discussions. Snacks and soda will be available. Council members will be polled via the list serve for potential topics.
[ Leadership Track ] MINI WORKSHOP Play Like a Champion - Lessons Learned at Notre Dame
Dr. Steve Sobel, Speaker Extraordinaire, Longmeadow, MA
[ Technical Track ] MINI WORKSHOP Contract Negotiations and Due Diligence
Sabeh Samaha, President/CEO, Samaha & Associates, Chino Hills, CA ~ Sponsored by Callahan & Associates, Inc.
