Conference Presentations
12th Annual
CUNA OpSS Council Conference
San Diego, CA | September 27-30, 2009
See presentations for
September 28 | September 29 | September 30
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- Click on any presentation link - you must be registered for the conference to download.
- Login with your CUNA/CUNA Councils web username and password. (If you don't have one, sign up here.)
- If you have difficulties, contact Councils Web Manager Christopher Morris
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| MONDAY, SEPTEMBER 28
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| 10:15-11:30 a.m. |
BREAKOUT SESSIONS
Think Huge….Elevating Your Life and Your Business (does not repeat)
Mark Arnold, SVP Marketing, Neighborhood CU, Dallas, TX
Effectively Controlling Expenses to Grow Your Bottom Line (session repeats)
Erin Mendez, SVP Finance and IT, SchoolsFirst FCU, Tustin, CA
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| 1:00-2:15 p.m. |
BREAKOUT SESSIONS
Business Deposits
Bob Reck, VP Business Services, North Island CU, San Diego, CA
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| 2:30– 3:30 p.m. |
CASE STUDIES Compromised Plastics: A Case Study
Leanne Phelps, State ECU, SVP Card & Record Services, Raleigh, NC and Ali Shafai, VP eCommerce, Stanford FCU, Palo Alto, CA
“Spike” Your Membership Growth!
Todd Kern, VP Marketing, USA Federal Credit Union, San Diego, CA
Mergers and Acquisitions: A Case Study
Lynn Bowers, President/CEO, E1 Financial Credit Union, Monterey Park, CA and Marla Shepard, President/CEO, California Coast CU, San Diego, CA
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| TUESDAY, SEPTEMBER 29
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| 8:15-9:15 a.m. |
GENERAL SESSION
Economic Update
Steve Rick, Sr. Economist, Credit Union National Association, Madison, WI
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| 9:45 – 11:00 a.m. |
BREAKOUT SESSIONS
Check 21 and Remote Capture (session repeats)
Randy White, Business Development Manager, Diebold, Canton, OH
Remote Contact Center (does not repeat)
Ali Shafai, Stanford CU, Palo Alto, CA
Moving from Ordinary to Extraordinary: Mining the Gold from Your Employees (does not repeat)
Steve Langley, VP Sales/Service/Training, Travis CU, Vacaville, CA
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| 11:00 a.m. - 12:30 p.m. |
BREAKOUT SESSIONS
Evaluating Your Sales and Service Effectiveness
Dennis Graham, President, CEO, FI Strategies, LLC, Chesterfield, MO
To Call or Not to Call? That is the Question
Debbie Baumann, VP Operations, Mazuma CU, Kansas City, MO
Robb Keith, SVP Retail Sales, Members 1 st FCU, Mechanicsburg, PA
Jennifer Lehn, EVP, Numerica CU, Spokane, WA
Moderator: Tina McMinn, AVP Branch Operations, Stanford FCU, Palo Alto, CA
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| 12:40 – 1:45 p.m. |
CAFÉ CONVERSATIONS
2009 OpSS Council Best Practices
Facilitator: Patsy Gayda,
Director of Branch Operations,
Spokane Teachers CU, Spokane, WA
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| 2:15 – 4:15 p.m. |
MINI WORKSHOPS
Measuring Your Success (or Lack of It!)
Dennis Graham, President, CEO, FI Strategies, LLC, Chesterfield, MO
Why Do Our Members Use the “Other” Guy Too? Finding Ways to Earn a Greater Wallet Share
Steve Langley, VP Sales/Service/Training, Travis CU, Vacaville, CA
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| WEDNESDAY, SEPTEMBER 30
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| 8:15– 9:15 a.m. |
GENERAL SESSION
Cooperative Innovation
Todd Marksberry, EVP/COO, Delta Community Credit Union, Atlanta, GA
Robert Folsom, Chief Strategy officer/SVP, USA Federal CU, San Diego, CA
Christopher Danvers, eCommerce Strategy Manager, Delta Community Credit Union, Atlanta, GA
Moderator: David Rohn, Vice President, CUNA Councils, Madison, WI
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Agenda
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Conf Presentations
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Hard Rock Hotel
Attractions
Nightlife
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If you are a credit union operations professional and you can only attend one conference in 2009, this is the one you need to attend.
This is a terrific conference with top notch speakers and information. Great value for the dollar and there are very good networking opportunities. I came back with a wealth of information and ideas.
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