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Agenda

L=Lending Topics   M = Marketing Topics

Mix Sessions from Different Topics to Customize a Training Experience to Suit Your Own Interests!

February 15, 2011
   
8:00 – 9:00 a.m.   Registration, Continental Breakfast & Vendor Showcase
Sponsored by AAA
9:00 – 10:30 a.m. L M
Welcome and League Update
Facilitated by David Adams
  L M Credit Union Strategies for the New Millennium
Facilitated by Ken Gronbach
Sponsored by Member First Mortgage
10:30 – 10:40 a.m.   Break
10:40 a.m. – Noon   Breakout Sessions (Choose One)
  M Managing the New Generation Y Marketing
Facilitated by Ken Gronbach
Sponsored by Sprint
  L M Challenges & Opportunities Facing Lenders & Marketers Today
Facilitated by Rory Rowland
  L Young Adult Lending                
Facilitated by Brent Dixon
12:00 – 1:00 p.m.   Lunch
Sponsored by Mortgage Center
1:00 – 2:00 p.m.   Breakout Sessions (Choose One)
  M Marketing Loans                   
Facilitated by Rory Rowland
Sponsored by CUNA Mutual Group
  M It’s a Brand New Web: How Social Media Changes Everything
Facilitated by Brent Dixon
  L Refinance Boom: Transitioning to the Purchase Market
Facilitated by Kristine Kline
  L Spotlight on First General Credit Union
Facilitated by Timothy Hichue
2:00 – 2:30 p.m.   Dessert With Vendors
Desserts/Refreshments Sponsored by Inviso Remarketing Center
2:30 – 3:30 p.m.   Breakout Sessions (Choose One)
  M Search Engine Optimization:
Bringing Your Credit Union’s Website to the Top

Facilitated by Diane Knudson
  M Attracting & Retaining Younger Members
Facilitated by Brent Dixon
  L Using Invest in America to Grow Auto Loans and
Generate Credit/Debit Transactions

Facilitated by Lisa Rizk
Sponsored by MCUL & Affiliates
  L Help for the Hardest Hit
Facilitated by Nancy Baker
3:30 – 4:00 p.m   Mini Discussion Groups
4:00 – 5:00 p.m.   Networking Reception & Vendor Showcase
     
February 16, 2011
   
8:45 – 9:30 a.m.   Registration and Breakfast Buffet
9:30 – 10:30 a.m.   Breakout Sessions (Choose One)
  M

Project 100 – Master Viral and Word-of-Mouth Marketing - Part 1
Facilitated by Greg Wohler

  M Common Compliance Mistakes in Marketing       
Facilitated by John Zasada
(This session repeats at 11:00 a.m.)
  L Best Practices in Used Car Lending        
Facilitated by Rory Rowland
  L Small Business Loans: Make More, Risk Less
Facilitated by William P. Beardsley
10:30 – 11:00 a.m.   Break and Room Check-Out   
11:00 a.m.  – Noon   Breakout Sessions (Choose One)
  M Common Compliance Mistakes in Marketing   
Facilitated by John Zasada
(This session is repeated from the 9:30 – 10:30 a.m. time slot.)
  M How to Grow Members and Wallet Share       
Facilitated by Rory Rowland
  M Project 100 – Master Viral and Word-of-Mouth Marketing - Part 2               
Facilitated by Greg Wohler
  L Accounting Issues Associated with Loan Modifications &
Troubled Debt Restructuring

Facilitated by John Kolhoff, Andrew Healey and Dan Mahalak
Sponsored by CUNA Mutual Group
  L Hot Topics in Lending Compliance       
Facilitated by Justin Robinson
Sponsored by Sprint
(This session repeats at 1:00 p.m.)
Noon – 1:00 p.m.   Lunch
1:00 – 2:00 p.m.   Breakout Sessions (Choose One)
  M Integrating Invest in America into Your Core Service Offerings
Facilitated by Lisa Rizk
Sponsored by MCUL & Affiliates
  M Spotlight on E & A Credit Union
Facilitated by Scott Babin
  L Hot Topics in Lending Compliance       
Facilitated by Justin Robinson
(This session is repeated from the 11:00 a.m. – noon time slot.)
  L How to Grow Your Loan Portfolio           
Facilitated by Rory Rowland
2:00 – 3:00 p.m. L M Closing Session
Best Practices for Lending and Marketing Professionals Forum
Facilitated by Robin Wybenga

 

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