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Conf. Presentations

15th Annual
CUNA CFO Council
Conference and Roundtable
May 17-20, 2009
Caesars Palace| Las Vegas, NV

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MONDAY, MAY 18

KEYNOTE PRESENTATION

Boom! Seven Choices for Blowing the Doors Off Business as Usual
Dr. Kevin Freiberg, Author and Thought Leader, San Diego, CA

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BREAKOUT SESSIONS

[ Technical Track ]
Effective ALM Strategies for Volatile Markets
Jim DeMasi, Managing Director and Chief Fixed Income Strategist, Stifel Nicolaus, Baltimore, MD

[ Leadership Track ]
The Ethical Missteps in the 2008 Financial Crisis
Marianne Jennings, Professor, W.P. Carey School of Business, Arizona State University, Tempe, AZ

[ Leadership Track ]
Positive Power and Influence
Glenn Dorris, SMS Master Trainer, Situation Management Systems, Nashua, NH

[ Technical Track ]
BSA Update 2009
John Zasada, Managing Director, RSM McGladrey, Moorhead, MN

[ Technical Track ]
FASB Update: Accounting Issues
Chris Vallez, CPA, CICA, MBA, Partner, Nearman, Maynard & Vallez, CPA's, Miami, FL

[ Technical Track ]
Extending Liability Duration using Interest Rate Derivatives
Vince Herman, Director Hedging Services, WesCorp, San Dimas, CA

[ Leadership Track ]
MINI WORKSHOP: A
Productive Chaos: Riding the Wave of Change
Harry Jones, VP Creative Development, AchieveMax, Inc. Haslett, MN


[ Technical Track ]
MINI WORKSHOP: B
Strategic ALM: Managing for Improved Financial Performance in Volatile Times
Sally Myers, CEO and Rob Johnson, EVP, c. myers, Phoenix, AZ

 

TUESDAY, MAY 19

GENERAL SESSION

What's Hot with NCUA
Kim Iverson, Acting Director of Capital Markets/Sr. Capital Market Specialist

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BREAKOUT SESSIONS

[ Leadership Track ]
Building Accountability
Deedee Myers, President, DDJ Myers, Phoenix, AZ

[ Technical Track ]
Beyond Check 21 – The Next Generation of Remote Capture Solutions
Mark Curran, CCUE, SVP, Palmetto Cooperative Services, Irmo, SC

[ Leadership Track ]
Agenda-izing
Doug Olsen, Woodmen Valley Corporation, Colorado Springs, CO

[ Technical Track ]
Exposing Risk and Discovering Value via Bloomberg
Dru Tribble, Senior VP, LLP, Cantor Fitzgerald, Memphis, TN

[ Technical Track ]
What Can I do with Mortgage Assets on my Balance Sheet
Steve VanSickler, President/Principal Consultant, Proactive Risk Mitigation, LLC., Denver, CO

[ Technical Track ]
2009 Credit Union Taxation Update
Kevin Fincher, CPA, Partner, Clifton Gunderson, Phoenix, AZ

SPECIAL GENERAL SESSION

[ Technical Track ]
State of the Economy
Steve Rick, Sr. Economist, Credit Union National Association (CUNA), Madison, WI

BREAKOUT SESSIONS

[ Technical Track ]
An Update on Health Savings Accounts
Kathy Hall, Director of Sales, Members Health Network, Albany, NY

[ Technical Track ]
The Rise of the Pay Day Lending Industry: How CUs can Win Back the Business
Asa Groves, Regional Manager Business Development, XtraCash, LLC, Lenexa, KS

[ Technical Track ]
Liquidity Management: How Much is Enough, Where to Find More and How Much Will it Cost?
Steve Cibull, VP – Relationship Manager, FHLB, San Francisco, San Francisco, CA

[ Leadership Track ]
Developing Leadership Presence
Deedee Myers, President, DDJ Myers, Phoenix, AZ

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WEDNESDAY, MAY 20

[ Technical Track ]
MINI WORKSHOP
Wake up and Smell the Money!  Earnings Improvement Opportunities with ABC and Product Profitability Management
Mike Kohl, President/CEO, Kohl Advisory Group, Scottsdale, AZ

[ Leadership Track ]
MINI WORKSHOP
Dealing with Difficult People: Taming the Monster
Doug Olsen, Woodmen Valley Corporation, Colorado Springs, CO

[ Leadership Track ]
CLOSING GENERAL SESSION

Turning it Around During Challenging Times
Mark Adams, President, EnthusiAdams, Springboro, OH

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