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Conf. Presentations

16th Annual
CUNA CFO Council
Conference
May 16-19, 2010
Roosevelt Hotel | New Orleans, LA

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We post presentations as soon as possible as we get them from the speaker...if a presentation says "coming soon," that means we haven't received it yet.

See events for May 17 | May 18 | May 19

MONDAY, MAY 17

 

 

BREAKOUT SESSIONS (all sessions repeat)

Update on FASB and Other Accounting Issues
Michael Sacher, Principle, Sacher Consulting, Pacific Palisades, CA

Non-Interest Income Strategies
Fabio Biasella, VP/Managing Director, Strategic Advisory Services, Raddon Financial Group, Lombard, IL

Advanced ALM Techniques
Charley McQueen, President, McQueen Financial Advisors, Inc., Royal Oak, MI

Balance Sheet Management Strategies to Optimize the Risk/Reward Tradeoff
Brian Hague, President/CEO, CNBS, LLC, Overland Park, KS

MINI WORKSHOP 1
Merger Surprises: Beyond the Debits and Credits
Wilma Wells, CFO, Genisys CU, Bloomfield Hills, MI, Norm West, CFO, Alaska USA FCU, Anchorage, AK Ashlee Micale, SVP/CFO, Public Service CU, Denver, CO and Scott Waite, SVP/CFO, Patelco CU, San Francisco, CA

  • Download Presentation (coming soon)

MINI WORKSHOP 2
Finding the Ideal Capital in Changed Economic, Financial, and Competitive Markets
Dr. Harold Sollenberger, Professor Emeritus, Michigan State University, East Lansing, MI

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TUESDAY, MAY 18

 

GENERAL SESSION

Dueling Economists
Bill Hampel, SVP/Chief Economist, Credit Union National Association, Washington, D.C. and Mike Schenk, VP Economics & Statistics, Credit Union National Association, Madison, WI

BREAKOUT SESSIONS

ALCO Best Practices (session repeats)
Emily Hollis, Partner, ALM First Financial Advisors, Dallas, TX

Top 10 Best Practices at Financial Institutions (session repeats)
Bill Goedken, President/CEO, Goedken Consulting Group, LLC, Sadavia, CO

Predicting Delinquency (session repeats)
Bill Vogeney, SVP/Chief Lending Officer, Ent FCU, Colorado Springs, CO

Enterprise Risk Management (session does not repeat)
Alan White, President, Vital Insights, Inc., Austin, TX

Profitability Information Can Save Your Credit Union – Can You Afford to Go Much Longer Without It?
Joseph Prunty, President/CEO, CorePROFIT Solutions, Westchester, PA

CAFÉ CONVERSATIONS

Maximizing ROA on Plastic Card Services
Jason Peach, CCUE, CFO, West Community CU, O Fallon, MO and Jason Scott, SVP Strategic Initiatives, TruWest CU, Scottsdale, AZ

NCUA 5300 Call Report Q&A
Kevin Durrance, EVP/CFO, Georgia FCU, Duluth, GA

GENERAL SESSION

Leadership in the Decade of Transformation: 2010-2020
David Houle, Futurist, David Houle & Associates, Chicago, IL

CASE STUDIES (sessions do not repeat)

Expense Management Best Practices and Ideas
Jason Peach, CCUE, CFO, West Community CU, O Fallon, MO and Jason Scott, SVP Strategic Initiatives, TruWest CU, Scottsdale, AZ

ALLL Methodology
Steve Smith, CPA, PFS, CFO, Sharonview FCU, Fort Mill, SC

Liquidity Contingency Planning
Francisco Nebot, CFO, SchoolsFirst FCU, Tustin, CA and Michael Faulwell, VP Treasury Services, SchoolsFirst FCU, Tustin, CA

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WEDNESDAY, MAY 19

 

GENERAL SESSION

Legislative/Regulatory Update
Kathy Thompson, SVP for Compliance and Legislative Analysis, Credit Union National Association, Washington, DC

CLOSING GENERAL SESSION

After the Bailouts: Ten Keys to Success for the American Credit Union Movement in the Year 2010 and Beyond
Dennis Dollar, Principal Partner, Dollar Associates, LLC, Birmingham, AL

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What people said about past CFO Council Conferences...

 

For CFO's, it is the biggest bang for the buck!

The best part is you get to network with the greatest bunch of CFO's on the planet.

This is the best conference for finance professionals in the CU industry.

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