Conf. Presentations

KEYNOTE PRESENTATION

[ Leadership Track ]
The Seven Keys to Leadership in the 21 st Century
Pat Williams, Co-founder NBA's Orlando Magic, Orlando, FL

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BREAKOUT SESSIONS

[ Technical Track ]
Mortgage Crisis Impact on Credit Unions
Eileen O'Grady, President, Elliott Bay Associates, Seattle, WA and Jim Toliver, Executive Director Advisory Services, Balance Sheet LLC, Chicago, IL

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[ Technical Track ]
Automating the BSA Process
Brendan Brothers, VP Verafin, Newfoundland, Canada

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[ Leadership Track ]
The Game and How to Play It: Conflict Resolution
Judy Mosto, Director, Career Services, Concordia University, Seward, NE

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[ Technical Track ]
Vendor Management
Jay Olson, Director of Risk Management, Ent Federal Credit Union, Colorado Springs, CO

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BREAKOUT SESSIONS

[ 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

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[ 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

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[ Technical Track ]
MINI WORKSHOP: A
Best Practices in Loan and Deposit Pricing
Tom Farin, Chairman, President/CEO, Farin & Associates, Fitchburg, WI

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[ Technical Track ]
MINI WORKSHOP: B
Merger Accounting – Valuing Assets, Liabilities and Goodwill
Robin Hoag, Partner, Doeren Mayhew, Troy, MI

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GENERAL SESSION

[ 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

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BREAKOUT SESSIONS

[ Technical Track ]
Measuring the Success of Marketing Campaigns
Mike Weber, VP Marketing, Dupaco Community CU, Dubuque, IA

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• Deposit ROI.pdf
  

[ Technical Track ]
Anatomy of a CMO
Rick Trent, SVP, Senior Analyst, Morgan Keegan, Capital Market Research, Memphis, TN

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[ Technical Track ]
Lessons of First Year Audits and SAS Issues
Doug Orth, CPA, Managing Partner, OCM CPA, Miami, FL

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[ Technical Track ]
Software Innovation for Fun & Profit: Simple Solutions with High Impact Results
Daniel McGowan, CPA, CMA, Envision Credit Union, Tallahassee, FL

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BREAKOUT SESSIONS

[ Leadership Track ]
Plugging Into Your Community: How CUs Can Get Involved
Cindy Morgan, Marketing Manager, New England FCU, Williston, VT

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[ Technical Track ]
Purchasing Insurance Coverage: Assessing Plastics and Bond Pricing
Chuck Cashman, CUNA Mutual Group, Madison, WI

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[ 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

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[ Technical Track ]
NCUA: What's on the Front Burner?
Alonzo Swann, NCUA Regional Director, Region III, NCUA, Atlanta, GA

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[ Leadership Track ]
MINI WORKSHOP
Play Like a Champion - Lessons Learned at Notre Dame
Dr. Steve Sobel, Speaker Extraordinaire, Longmeadow, MA

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[ Technical Track ]
MINI WORKSHOP
Contract Negotiations and Due Diligence
Sabeh Samaha, President/CEO, Samaha & Associates, Chino Hills, CA

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[ Leadership Track ]
CLOSING GENERAL SESSION
Andy Wahlberg, Entertainer, Naples, FL

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