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Breakout Session Handouts
2:30 p.m. - 4:30 p.m.
BOARD MEMBERS
The Changing Role of Credit Union Officials in a
Challenging Economy
Ron Parker
Credit union members expect their elected officials to be diligent and well informed in the identification and management of material business risks, however with changing times it’s critical to be monitoring key areas with specific measurements in order to remain competitive in the current economic environment.
HUMAN RESOURCES
True Success – How to get Everyone on the
Same Page and Working Together
David Wheatley
True success is a simple, step-by-step process for ensuring alignment and monitoring progress towards success. Discover the steps necessary to create a picture of success and start the process of alignment.
LENDING/COLLECTIONS
Collections – The Current State of the Economy and
How to Improve and Deal With Collections
David Reed
The current credit crunch is having a negative impact on many members and puts credit unions in a unique position to assist. Now is the time to reassess the collections function to the benefit of all.
MARKETING
Social Media – Emerging Technologies or the
The Art of Conversation
Brent Dixon
Are you ready for the ‘conversation age’? This session provides an in-depth look at the new technologies every marketer should have in their media mix, including tools like Twitter and Facebook.
GENERAL APPEAL
Save to Win
Denise Gabel
It's a win/win situation: credit unions save marketing dollars and win new members while members grow their savings and win prizes. Learn more about this innovative effort to improve members' financial lives and how your credit union can get involved.
LUNCH & LEARN
Friday, July 10
12:15 p.m. - 2:00 p.m.
BOARD MEMBERS
Bank Secrecy Act/Anti-Money Laundering for
Board Members
Robert Zalewski
Every board member needs to be familiar with the basics of the Bank Secrecy Act and Anti-Money Laundering rules (BSA/AML); this session will provide the tools to oversee policies and procedures.
CEO/MANAGEMENT
An Inconvenient Truth – Be Relevant to the
Marketplace or Disappear
Tim Harrington
Having trouble growing? You are not alone. Learn how credit unions are staying relevant in the marketplace by using innovation, creativity and convenience to triumph over the competition.
HUMAN RESOURCES
Managing and Leading Change
Mitzi Taylor
We all face change in our work and personal lives. Now discover how to manage change for success and growth by discussing the stages of change, coping with stress and helping others to accept new ideas.
LENDING/COLLECTIONS
Top 100 In Lending – The Best Lending Strategies
Rory Rowland
Sponsored by Mortgage Center
How did the top 100 credit unions climb the lending ladder and now continue to remain there? Learn simple ways to achieve such success through implementing the best-of-the-best lending strategies.
MARKETING
Marketing on a Shoestring Budget
Jayni Sech
Members will only use products and services they know exist. Learn the best way to utilize a limited budget to get the word out that your credit union is one of the best kept secrets around.
TECHNOLOGY
The Power of Mobility – How Credit Unions Can Compete and
Win in the Next Technology Revolution
Russ McGuire
Sponsored by Sprint
Learn how changes in the power of mobility will impact you, your members and your industry, as well as create opportunities to gain market share, as the ‘age of mobility’ continues.
GENERAL APPEAL
Credit Union Performance Metrics and Incentives
Denny Graham
Learn how observing a couple of key metrics, like return on assets or loan delinquency, as well as considering anecdotal information, can provide you with performance success indicators.
Friday, July 10
2:15 p.m. - 3:45 p.m.
BOARD MEMBERS
Leadership and Succession Planning for the Board
Tim Harrington
Board training involves continually updating directors on industry and governance trends, and then attracting and training new directors when they move on; examine this ongoing process.
CEO/MANAGEMENT
Boomers as Seniors – Retiree Strategies
Scott Knapp
Sponsored by CUNA Mutual Group
Learn what Boomers really want from a financial partner and receive practical, concrete advice on how to deliver and build strong relationships throughout member retirement years.
HUMAN RESOURCES
Surviving the Credit Crisis –
Don’t Forget About Human Resources
Jim Fournier
Sponsored by Salus Group
Review changes to COBRA, health insurance coverage and Congressional debates over the Employee Free Choice Act, as well as ways to fill staffing needs effectively and managing employee benefits.
LENDING/COLLECTIONS
Considerations for Credit Union Lenders
Gail Tofil
Sponsored by CO-OP Financial Services
When it comes to lending, it's time to think strategically and get ready to position your credit union for success. The right tools, the right timing and the right product mix is the right place to focus.
TECHNOLOGY
Assessing Information Security Risks
Ron Boehnlein
Sponsored by CenCorp
It can be a scary world out there, but assessing your information security risks is the first step to keeping your credit union data safer. Find advice for minimizing vendor management risks and much more.
GENERAL APPEAL
Invest in America
Kim Irwin
Sponsored by CUcorp
Credit unions are making auto loans! Come find out about the latest in the national member enhancement program – Invest in America – that’s bringing great auto savings to credit union members.
OPTIONAL DISCUSSION GROUPS
Friday, July 10
4:00 p.m. - 5:00 p.m.
Past attendees have indicated they find great value when entering into meaningful dialogue with peers from other credit unions. Take this time and choose from one of the following topics, each to be facilitated by an industry expert who will help get the conversation started.
Hot Topics in Credit Unions
Denny Graham
Rolling Out Change Successfully
Mitzi Taylor
Biggest Problems – Biggest Opportunities
Tim Harrington
Saturday, July 11
11:30 a.m. - 12:30 p.m.
ANNUAL MEETING
Join us for the Michigan Credit Union League’s 75th Annual Business Meeting or choose from great training options during this same time slot.
BOARD MEMBERS
Corporate Stabilization Update
William A. Walby
Find out what lies ahead for the credit union industry on a variety of issues related to the NCUA led plan for corporate credit union stabilization, including an overview of the most recent developments.
CEO/MANAGEMENT
How Increasing Employee Engagement Improves
Your Bottom-Line
Dennis Macha
Sponsored by AAA
This fast-paced session will provide a framework to use for building trust and developing and maintaining a high functioning workplace, as well as tools to identify the kinds of people to make a vision, a reality.
LENDING/COLLECTIONS
Credit Union Auto Lending Market Update
Robert M. Philpot
Gain vital insight into the auto lending marketplace and crucial information that’s key to growing your credit union’s bottom line, while exploring trends and learning what members are really looking for in auto financing.
MARKETING
Panel Discussion
Keynote speaker and marketing guru Ken Gronbach is back to facilitate this information packed panel discussion that is full of ideas, advice and strategies for pushing your marketing efforts to the next level.
CURRENT TRENDS
Michigan's Defining Moment – Community Conversation
Nancy Short
Michigan's Defining Moment Public Engagement Campaign (MDM) is working to heighten citizen dialogue and build a pragmatic, solutions-oriented agenda for the state's future; be part of the conversation!
TECHNOLOGY
Developing a Meaningful Technology Policy Program
Todd Mason
Sponsored by CU Village
Technology touches nearly every aspect of credit union operations in some way and examiners expect that adequate policies, controls and monitoring are
in place; learn more about effective technology policy.
GENERAL APPEAL
Robbery Awareness and Procedures
Barry Thompson
As the economy worsens, robbery rates increase. Take this time to review the latest safety procedures that will allow you to increase staff and member security, as well as find tips for a post-robbery plan you can turn to and trust.
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