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Agenda

    

 Wednesday, 
 September 12
 
1:10 p.m. Optional Pre-Executive Summit Golf Outing
Bay Harbor Golf Club
Sponsored by CUcorp, CU Solutions Group,
CUNA Mutual Group and Sprint
6:30 – 8:00 p.m. Registration, Networking Reception & Vendor Showcase
Bay Harbor Golf Club
Sponsored by CUcorp, CU Solutions Group,
CUNA Mutual Group and Sprint
 Thursday,
 September 13
 
8:30 a.m.–4:30 p.m. Registration
8:30–9:15 a.m. Buffet Breakfast & Welcome
Facilitated by David Adams, CEO MCUL & Affiliates
Sponsored by CO-OP Financial Services
9:15–10:30 a.m.

Balancing Mortgage Risk/ Return While
“Navigating Choppy Waters”

Facilitated by
Kathy Carlson, President/CEO, Member First Mortgage and
Thomas Teeple, President/CEO, Mortgage Center
Sponsored by Foster Swift

Credit Unions have seen unprecedented growth in new mortgage activity during the past couple of years, making now the time to focus on the opportunities to maximize potential mortgage offerings. Discover what is available for credit unions and CUSOs to serve members, while managing the various risks associated with mortgage lending.

10:30–10:45 a.m. Break
Sponsored by Plante Moran
10:45–Noon

Emerging Trends in Member Business Lending
Facilitated by Drew Egan, EVP/COO MCUL & Affiliates
Panel Includes Bill Beardsley, Dutch Ducher and Terry McHugh

Put yourself in the driver's seat when it comes to member business lending by learning how to mitigate risk, understand insights and start to follow trends. Hear from a panelist of executives and bring your questions to start finding the answers you need to support the growth of your community with member business lending.

Noon–1:00 p.m. Lunch
Sponsored by Sprint
1:00–2:30 p.m.

The 2013 CU Link Campaign
(Formerly the Credit Union Difference Campaign)
Sponsored by CU Direct

Creativity is brimming for the latest CU Link campaign. Come get an advanced peek and learn about the momentum this impressive advertising strategy is gaining. This is a great opportunity to see next year’s campaign and learn how integration can strengthen your marketing

2:30–2:45 p.m. Break
Sponsored by Member First Mortgage
2:45–3:45 p.m.

A Glimpse of the Future: Strategy in Transitional Times
Facilitated by Carmen Voilleque
In Conjunction With CUES

The transitional economy demands a new kind of leadership and strategic vision. Find out how you can play a leadership role by better understanding known best practices, fostering ingenuity in your credit union and initiating critical conversations with community stakeholders, as well as competitors, and to recognize shared goals.

3:45–5:00 p.m.

MCUL & Affiliates and CUES Networking Reception

  Dinner on Your Own
 Friday,
 September 14
 
8:00 a.m.–12:30 p.m. Registration
8:00–8:30 a.m. Breakfast Buffet
8:30–10:00 a.m.

The Regulatory Examination Environment in Michigan:
Current Experiences and Practical Advice 

Facilitated by Attorney Chuck Holzman
Panel Includes Jim Hunsanger, Steve Brewer and Kathy White
Sponsored by Mortgage Center

What are other credit union executives doing to build a stonger and healthier relationship with their examiners? This informative panel discussion includes insights from credit union executives, an attorney and you in the audience, to look at the current examination environment and offer practical advice in dealing with examiners and exam related issues.

10:00–10:30 a.m. Refreshment Break and Guest Check Out
10:30–11:30 a.m.

Spotlight on Genisys Credit Union
Facilitated by Tom Alter, President/COO Genisys Credit Union
Sponsored by Equips

Giving back to the communities we serve goes hand-in-hand with the cooperative nature of credit unions and the philosophy of returning maximum value to credit union members. Learn how Genisys Credit Union employs community involvement, financial education and social responsibility to create a culture of engaged employees who live the credit union mantra of “people helping people”.

11:30 a.m.–12:30 p.m.

Mobile Banking and Payment Services:
Emerging Trends and Opportunities
Pierre Cardenas
Sponsored by Mortgage Center

As the use of smartphones and tablet devices continues to grow, more and more members will want to use them for completing financial transactions. This interactive session will provide insight on the leading mobile trends, including mobile wallet and payments, as well as what roles credit unions can and need to play in providing mobile banking services, especially as a means to attract and retain younger and more affluent members. 

 

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