CUNA FUTURE FORUM

CUNA Future Forum's Customized Learning Options allows attendees to customize their conference agenda. Choose the sessions that best serve your individual needs.

Check out the 6 Keynote sessions here

Tuesday, September 30, 2:15-3:30pm

JUST ADDED Check Cashing: An Opportunity for Credit Unions
Mark Meyer - Speaker Bio

25 to 30 million Americans pay to cash their paycheck every payday! In this enlightening session, Mark Meyer, Filene Research Institute, identifies the reasons for the explosion of the alternative financial sector, the needs of the un-banked and the opportunity for credit unions to migrate millions of Americans to financial literacy.

Executive Performance-Based Compensation
Jerry Nelson - Speaker Bio

Do your executives find their jobs truly rewarding? Find out how a performance-based compensation plan – one that ties compensation to strategy, goals, and performance – can work to motivate executive staff. You'll learn how to include the right ingredients in a contract to make sure it's beneficial to both parties. Learn how performance-based compensation can strengthen the board's relationship with the CEO.

Lessons in Leadership – Learn From the Links
Brad Brewer - Speaker Bio

(Limit 36) Space is limited so register early! Join us for an "outside the box" learning experience. See how the attitudes, preparation, and fundamentals practiced by expert golfers can help you unlock your leadership potential. Brad Brewer, president of the Arnold Palmer Golf Academy, will help you tee up your leadership skills while you improve your swing. (This session repeats on Wednesday)

***Participants must register for Future Forum online and pre-register for this session.

Managing in Turbulent Economic Times
Bill Hampel - Speaker Bio

ESCAN series
Need advice for coping with these turbulent economic times? Get the outlook on the economic and financial environment and find out more about asset/liability management (ALM) strategies, the credit union outlook for loans and savings, investment portfolios, and emerging financial trends. Gain insights from CUNA's publication, 2003/2004 Credit Union Environmental Scan.

Let's Get Down to Small Business
Kevin Lytle and John Hollander - Speakers Bios

So you're thinking about getting your credit union involved in serving small businesses. Where do you start? What are the considerations? Is your credit union prepared? If you're considering offering small business services or want to learn more about what it takes to compete, this session is for you.

Members Today and Tomorrow
Vicki Joyal - Speaker Bio

ESCAN series
You're about to jump into your current and future members' minds. Get a look at the demographic trends for credit union members and the U.S. population overall. Prepare for the future by learning about attitudes toward the use of financial services, demographic trends, generational characteristics, and emerging markets for financial services. Gain insights from CUNA's publication, 2003/2004 Credit Union Environmental Scan.

Wednesday, October 1, 2:15 - 5:15 pm

Leadership Risk for Organizational Reward
Juli Lynch - Speaker Bio

You may not be in a formal leadership role, you may be just starting on your journey toward leadership, or you may already occupy a position of leadership. The risk of leadership is required no matter how you see yourself.

Credit unions in today's turbulent business climate require individuals to step forward and take on the risk of leadership. Leadership always involves risk, whether it's taking the risk to inspire others toward a vision, or taking the risk to face the brutal facts of organizational survival.

Join us for this special 3-hour session and don't expect to be in your seat for a moment. You'll be challenged to step out of your comfort zone and explore your risk zone – physically, emotionally, and intellectually. You'll assess your own leadership action to risk-taking ratio. Is it enough for the challenges your credit union is facing? Is it enough to take the credit union movement forward as an innovative alternative in the financial services marketplace?

Choose either the above afternoon session, or 1 from each of the following afternoon sessions:

Wednesday, October 1, 2:15 – 3:30 pm

JUST ADDED How Can Credit Unions Benefit from the Secondary Mortgage Market?
Mike McCabe and Bob Peterson - Speakers Bios

How much do you know about the secondary mortgage market? From mortgage originations to mortgage portfolio sales, the benefits of the secondary market are numerous. Two industry experts from Freddie Mac will discuss the advantages of utilizing the secondary mortgage market in your lending operations and you may be surprised how beneficial it can be. Whether you are interested in learning about originating mortgages to secondary market standards for future sales, selling whole loans to the secondary market without taking interest rate risk, or managing and leveraging the risks within your current residential loan portfolio, this session will be a learning opportunity.

JUST ADDED 9 reasons why Credit Unions aren't achieving their "Sales and Service" potential.
Dennis Graham - Speaker Bio

Over the last few years, the credit union industry has rushed to try to convert to a "Sales and Service" culture. Many have had early success only to "plateau" after the first year. Others have not reached their true potential. Denny Graham will summarize these experiences with the nine crucial sales issues facing these companies and with the solutions that have worked best.

JUST ADDED The Well Connected Credit Union - Speeding More Services to Customers
Jack Elmore-speaker bio

Better customer service is key for credit unions competing with banks to win a bigger share of customers' wallets. In this session, the speaker will explore how credit unions can strengthen connections with members through technological innovation. He will offer electronic mortgage applications as an example of convenient automated self-service.The session shows how capturing customer information digitally reduces paperwork and helps to cross-sell more products; and looks at how wireless devices at the branch level can act as "line busters" -- getting customers in and out quicker. Attend this presentation to find how your credit union can gain competitive edge through convenience for your customers.

Emerging Trends in the Workplace
Yvonne M. Evers - Speaker Bio

ESCAN series
Rising health care costs and an increased focus on safety and security are sure to top the list of HR-related issues in the coming year. We'll discuss emerging trends in human resource management and workplace dynamics. Gain insights from CUNA's publication, 2003/2004 Credit Union Environmental Scan.

Governance: Life after Enron
Randy Manscill - Speaker Bio

With a post Enron environment, new SEC rulings, Sarbanes/Oxley Act, and risk-focused examinations, there are lessons you need to learn about organizational governance. What is governance? Who should be included in your governance model? What are the checks and balances you should have in place? You'll learn guidelines to strengthen your governance model and process.

Lessons in Leadership – Learn From the Links
Brad Brewer - Speaker Bio

(Repeated from Tuesday 2:15 - 3:30 session)

Marketing: What You Need to Know to Grow
Vicki Joyal - Speaker Bio

ESCAN series
The marketing big picture is worth much more than a thousand words. It's priceless information that will take you places. We'll present research on marketing, pricing and promotion, and the competitive financial services environment. Discover more about customer (member) relationship management, branding, credit union differentiators, relationship pricing, segmentation strategies, profitability analysis, member satisfaction, member education, and emerging strategies for attracting and retaining credit union members. Gain insights from CUNA's publication, 2003/2004 Credit Union Environmental Scan.

Wednesday, October 1, 3:45 - 5:00 pm

JUST ADDED New Americans: A Growth Market for Credit Unions
Bob Hoel - Speaker Bio

The number of immigrants in the Untied States has reached an all-time high. In this interactive session, Bob Hoel, Filene Research Institute, will show how CU's across the nation are implementing programs that serve these new Americans.

JUST ADDED The Credit Union Technology Ecosystem
Robert (Bob) L. Ferderer

Today, major challenges face our industry. Credit unions must increase their consumer lending share to retain long-term viability and position in the financial marketplace. In addition to this, there is the bottom-line issue of lowering operational costs while bringing new products to your members rapidly and securely. How can you compete in today's market while reducing your cost to support it?

Come join us and learn how the ever evolving credit union technology ecosystem can help shape member service and streamline operations in this fascinating session. We'll think "outside the box" and review how this solution, using the power of a secure internet connection, could provide such benefits as "on demand" computing, quicker to market offerings and reduced costs.

The Language of Creativity: Imagine the possibilities
Kevin Carroll - Speaker Bio

Whether working with a creative team or taking on new projects, we often find ourselves in need of new skills and the ability to communicate in new ways. Kevin Carroll shares lessons he learned from his years at Nike -- where the athletic world intersects with advertising geniuses and nuts-and-bolts business executives. He'll demonstrate how to link creativity, imagination, and communication to help you and your credit union grow.

Technology Trends in 2004
Mark R. Condon - Speaker Bio

ESCAN series
We speak your language and know the interests you have at stake. How will payment systems evolve over the coming years? What are the trends in technology and the channels for delivering financial services? Gain insights from CUNA's publication, 2003/2004 Credit Union Environmental Scan.

To Fee or Not to Fee: Alternative Revenue Sources
Janet Randall - Speaker Bio

ESCAN series
In today's economic environment, credit unions are forced to look for alternative revenue sources. You'll learn the latest on credit card enhancements, lending, and savings products? Learn what the research tells us about the financial products and services that credit unions offer. Gain insights from CUNA's publication, 2003/2004 Credit Union Environmental Scan.

Your Members Under Attack: Identity Theft
S. Ramesh - Speaker Bio

Although an estimated 700,000 U.S. consumers became victims of identity theft last year, many financial institutions are just waking up to the threat. Learn how to develop an information security program for your organization. Know about swindles used to obtain information from financial institutions. Avoid losses by asking the right questions when opening new accounts. Learn what you can do to help members recover from this devastating experience.

2003/2004 ESCAN Series
Brought to you by CUNA Center for Research & Advice.

E-Scan 2003-04Each participant will receive the 2003/2004 Credit Union Environmental Scan – a $65 value! Solid insights into consumer behavior, demographics, marketing, economics, the competition, technology, delivery channels, financial services, human resources, legislation, and regulations make this planning tool indispensable. This sought after research tool plays a vital role in your credit union's strategic planning process. But that's not all, in addition to your complimentary copy, you'll have the opportunity to learn from industry experts on six key issue areas identified in the E-Scan. These special Future Forum breakout sessions give you greater insight on the issues that affect your credit union and help you better prepare for future planning. For more information on E-Scan click here

HEADLINERS BEYOND THE ORDINARY

Check out the 6 Keynote Sessions here

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