Committees

Get involved!
All CFO Council members are encouraged to join a committee. Brief descriptions and approximate time commitments for each committee appear below. To join, or to get further information, just contact CFO Council Program Coordinator

> Communications Committee
> Conference Committee
> Education Committee
> Membership Committee
> Regulatory Comment Committee

Communications Committee

Mission - Provide oversight for valuable website content and other communication tools while ensuring the visibility of the Council is prominent throughout the credit union industry.

Key Functions -

Recommending and generating content for the council's website and other online communications.
Oversight for use of list serve and online networking tools.
Coordinating additional communication vehicles or special updates.
Ensure visibility of Council is prominent throughout credit union industry.

Time Commitment - Average of one to two hours per month over the course of the year, including bi-monthly conference calls of 60 minutes each.

Annual Goals - The CFO Council Communications Committee has the following goals for 2008:

Assist CUNA with implementation and promotion of web 2.0 resources
Post articles on current topics to website
Update content of file library
Promote the integrity of the use of member listserv
Increase visibility of Council throughout credit union industry
Provide input to Credit Union Magazine and other industry publications

Action Items - To achieve those goals the following activities/timing will take place, with the support of the committee members and CUNA staff -

Website: Provide input and feedback for implementation of web 2.0 upgrade. Consider actions to encourage participation in advanced networking resources (expanded profile information for members).
Current Articles: Explore opportunities for in-depth articles on current topics posted to website.
File Library: Review current content and determine gaps. Identify topic examples for additional postings during first quarter. Once topics are identified, promote contributions from members.
Listserv: Consider content of listserv postings and stimulate thoughtful discussion as needed. Investigate and respond as appropriate to member breaches of the listserv rules of the road.
Council Visibility: Consider opportunities to increase visibility of Council through press releases, credit union venues and input to industry publications.
Publications: Identify topics and seek authors from the membership to provide input to CU Magazine Editorial Board and other industry publications.

Committee Members:
Chair: Pam Finch - Mid Minnesota FCU pfinch@mmfcu.org
John Hendrix - Santa Ana FCU jhendrix@safcu.org
Vince Market - TruMark Financial FCU vmarket@trumark.org
Derrick Peterson - Colorado CU dpeterson@ccu.org
Wilma Wells - T&C FCU wwells@tcfcu.org
Matthew Yussman - Achieve Financial CU matthewy@achievefinancialcu.com

CUNA Councils Staff Support:
Ellis Waller - Manager, Membership & Communications ewaller@cuna.coop
Christopher Morris - Councils Web Manager cmorris@cuna.coop
Deb Verdecchia - Program Coordinator dverdecchia@cuna.coop

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Conference Committee

Mission - To create an event that is well attended, achieves high ratings from attendees for content and networking, and meets or exceeds budgeted financial targets.

Key Functions -

Helping identify the conference theme, direction and speakers
Identify topics for the agenda that are timely and relevant to Council members
Identify and contact good speakers that can cover desired topics
Provide feedback and suggestions on potential networking, social activities and other value-added benefits for attendees
Promoting the conference to members and other potential attendees
Assisting speakers in clarifying session content and direction
Introduce speakers during the conference
Identify and contact vendors for conference sponsorships.

Time commitment - 12-15 conference calls (60 minutes each). Commitment starts at the close of the previous year's conference. Much of the work takes place 10 - 5 months prior to the conference date.

Annual Goal - The CFO Council Conference Committee has the following goals for 2008:

Achieving a minimum overall satisfaction rating of 4.0 on a scale of 1-5
340 conference attendees;
$115,000 in income from conference sponsors.

Action Items - To achieve those goals the following activities/timing will take place with the support of the committee members and CUNA staff -

Mark your calendar completed and sent by end of November 2007
Conference format determined and session topics identified by December 2007
Online registration and preliminary information available on-line by Early January
Speakers confirmed, agenda completed and promotional pieces mailed by Early January
Assignments made for introducers / moderators May 1
Initial contacts to potential sponsors by June 2007 - March 2008; follow-up contacts and commitments from current sponsors by November 2007.

Committee Members:
Chair: Peggy Lamb - CapCom CU - plamb@capcomcu.com
Dan LeClerc - Lacamas CU - dan.leclerc@lacamas.org
Linda Art - Carolina Trust FCU - lart@carolinatrust.org
MJ Coon - ENT FCU - mcoon@ent.com
Kevin Durrance - Georgia FCU - kdurrance@gfcuonline.org
Tony Molina - Community Alliance CU - molinat@communityalliancecu.org
Brandon Michaels - San Francisco Fire CU - bmichaels@sffirecu.org
Jason Peach - West Community CU - jpeach@westcommunitycu.org
Jason Scott - TruWest CU - jscott@truwest.org
Suzanne Weinstein - Orlando FCU - suzannew@orlandofcu.org
Wilma Wells - T & C FCU - wwells@tcfcu.org
Kim Alexander- Warren FCU - kalexander@warrenfcu.com

CUNA Councils Staff Support:
Cheryl Sorenson - Manager, Conference & Meetings csorenson@cuna.coop
Bobbi Bischke - Associate Manager, Special Programs bbischke@cuna.coop
Deb Verdecchia - Program Coordinator dverdecchia@cuna.coop

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Education Committee

Mission - Assist in the development, review and promotion of finance-related educational resources.

Key Functions -

Collaborating with CUNA's Center for Professional Development to evaluate educational curricula, schools and certification program.
Work with CPD to create and promote webinars of interest to Council members.
Work with CUNA and Council staff to raise the awareness of educational resources with Council members, potential members and individuals eligible for CFO Council scholarships.
Review /provide input on educational and research publications.
Present at or monitor educational programs.

Time Commitment - Varies depending on established goals. Quarterly conference calls (60 minutes each) plus 1-4 additional hours per month throughout the year, more if an individual is involved in monitoring or presenting.

Annual Goals - The CFO Council Education Committee has the following goals for 2008:

Sponsor 4 webinars of interest to CFO Council members during 2008
Provide input on curriculum of CUNA's Financial Management School (Parts 1-3)
Have a presence at each of the finance-related live events conducted by CUNA.
Provide input on CUNA's 2008 E-Scan.

Action Items - To achieve these goals the following activities/timing will take place, with the support of the committee members and CUNA staff -

Webinars: Come up with topics for 2008 webinars by year end 2007. Identify potential presenters for webinars and schedule by January 2008. Refine focus / content 6 weeks prior to each event. Promote webinars 3-5 weeks in advance of event.
Curriculum: Review school curriculum during first half of 2008 and identify volunteer to attend/report back on individual programs throughout year.
E-Scan: Review / provide input to outline provided by CUNA's Research Department. Review draft of Economics section of same.

Committee Members:
Chair: Bob Warren - Virginia CU bob.warren@vacu.org
David D'Annunzio - Heritage Trust FCU - DannunzioD@htfcu.org
Ellen Messick - Mobiloil FCU - emessick@mofcu.org
Brandon Michaels - Cal State 9 CU bmichaels@calstate9.com
Jennifer Quinn - SF Police CU - jenniferq@sfpcu.org
Wilma Wells - T and C FCU wwells@tcfcu.org
John Wright - Desert Schools FCU - John.Wright@desertschools.org

CUNA Councils Staff Support:
Ellis Waller - Manager, Membership & Communications ewaller@cuna.coop
Deb Verdecchia - Program Coordinator dverdecchia@cuna.coop

CUNA Center for Professional Development Staff Support:
Shawn Lanier- Manager Instructional Design slanier@cuna.coop

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Membership Committee

Mission - To attract new members and retain current members.

Key Functions - Develop strategies and take actions that foster membership involvement, retention and growth.

Support efforts to attract new members
Support member retention efforts
Determine actions /resources to increase and enhance member involvement (in coordination with Benefits committee)
Promote Council memberships at industry events
Leverage league relationships

Time Commitment - Quarterly conference calls (30-60 minutes each). Additional time to conduct phone calls, e-mails and other contacts as determined by the committee.

Annual Goals - The CFO Council membership committee has the following goals:

86% Member Retention (2007 members renewing for FY 2008)
150 new members
892 Paid members by year end
Establish and employ strategies to increase and retain membership

Action Items - To achieve those goals the following activities/timing will take place, with the support of the committee members and CUNA staff --

Retention: E-mails, phone calls or letters to be need to be made to all non-renewed parties during January - April 2008.
Member promotion: Membership promotional mailings are to go out in fourth quarter of '07 and first quarter of '08 and in conjunction with conference promotional mailings. Additional mailings that promote the CFO Council to go to prospects that attend other CUNA events during the year (CUNA Management School; Financial Management School; Economics & Investment Conference).
Member Involvement: New members will be personally contacted during the first 2 months after they have joined and after 6 months to welcome them, answer questions, encourage participation and solicit feedback. This is an ongoing activity, but most heavily needed during January - June time frame.

Committee Members:
Chair: Jay Scungio - Freedom CU jscungio@freedom.coop
Vice Chair: Kevin Brueseke - Missouri CU Association kbrueseke@mcua.org
Steve Smith - Sharonview FCU steve.smith@sharonview.org
Dan LeClerc -Lacamas Community CU dan.leclerc@lacamas.org
Marvin Garland - FCUL Service Group marvin.garland@fcul.com
Michelle McClelland - Blackhawk Community CU mmcclelland@bhccu.org
Suzanne Weinstein - Orlando FCU suzannew@orlandofcu.org
Paula Murray - Palisades FCU pmurray@palisadesfcu.org
Kevin Durrance - Georgia FCU kdurrance@gfcuonline.org
Darryl Gessler - Connexus CU darylg@connexuscu.org

CUNA Councils Staff Support:
Ellis Waller - Manager, Membership & Communications ewaller@cuna.coop
Deb Verdecchia - Program Coordinator dverdecchia@cuna.coop

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Regulatory Committee

Mission - To provide council members the opportunity to comment and facilitate collection of the comments on regulatory and legislative issues, especially those that relate to the expertise / focus of CFO Council members.

Key Functions -

Collaborating with Council administration and CUNA Washington staff to identify opportunities for comment
Helping coordinate the collection of comments from Council membership
Generating awareness and action on issues of interest

Time Commitment - Operates on an as-needed basis. Plan 3-4 hours per month throughout the year, unless special issues arise.

Annual Goals - The CUNA CFO Council Regulatory Committee has the following goals:

To take such action(s) as necessary to provide an opportunity for council members to express thoughts and concerns from a CFO or credit union perspective on position-relevant regulatory and legislative issues as they arise.
To take necessary actions to raise the awareness of council members regarding non-position-relevant regulatory and legislative issues that warrants the attention and comments from credit unions in general.

Action Items - To achieve those goals the following activities/timing will take place, with the support of the committee members and CUNA staff.

Determine which CUNA Comment calls should be prepared and e-mailed to the membership and which ones should be posted to the CFO Council website.
Post informational alerts of non-position-relevant regulatory and legislative issues to the website as the committee becomes aware of them (as deemed necessary).
Provide a periodic summary of key Legislative and Regulatory issues affecting credit unions and the credit union movement to send out to the membership and post on the website.

Committee Members:
Chair: MJ Coon - ENT FCU mcoon@ent.com
Kevin Durrance - Georgia FCU kdurrance@gfcuonline.org
Lauren Lloyd - Navy Federal FCU Lauren.lloyd@navyfederal.com
David Tagart - Liberty First CU davidt@libertyfirstcu.com
Frank Vassallo - Bank-Fund Staff FCU fdvassallo@bfsfcu.org
Suzanne Weinstein - Orlando FCU suzannew@orlandofcu.org
Wilma Wells - T&C FCU wwells@tcfcu.org
Brad Barnes - Air Academy FCU bradb@aafcu.com

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