CUNA FUTURE FORUM

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

Check Cashing: An Opportunity for Credit Unions
Mark Meyer is Director of Innovation for the Filene Research Institute. In this position, Mark works with pioneering credit unions across the nation to convert promising financial service and product ideas into marketplace realities.

The Filene Research Institute is a unique nonprofit organization that examines issues vital to the future of credit unions and the millions of members they serve. Its national research program is an ongoing source of fresh, innovative financial product ideas. In addition, the Institute provides credit unions with insights into managerial problems and opportunities, consumer needs and trends, legislative and regulatory questions, and competitive forces. More than 1400 credit unions, credit union organizations, and individuals are members of the Institute and make its research programs possible.

Mark joined the Filene Research Institute and assumed his present position in January, 2003. From 1995-2000 he was Vice President of Human Resources and Legal counsel at Arizona State Savings and Credit Union, based in Phoenix with offices across the state. He was Assistant Vice President-Credit Union Enterprise at the CUNA Mutual Group from 2000-2002. While attending Western CUNA Management School, he was President of the Phi Class in 1997, 1998, and 1999 and received the school's 1999 Charlie M. Clark Award for Inspirational Leadership. Mark also serves on the Board of Directors for CUNA Credit Union.

Mark received his J.D.-Law degree from the University of Nebraska and his B.S.-Business Administration degree from Northern Arizona University. His career began as an attorney in Denver, Colorado. He is licensed to practice law in Arizona and Colorado.

Mark is the proud father of two pre-school daughters, and a newborn son.

Mark can be reached at the Filene Research Institute, P.O. Box 2998, 5910 Mineral Point Road, Madison, WI 53701-2998; 608-231-8554; or markmeyer@filene.org. Additional information about the Filene Research Institute and related organizations (the Center for Credit Union Research at the University of Wisconsin's School of Business and the Center for Credit Union Innovation) can be found at www.filene.org.




Executive Performance-Based Compensation
Jerry Nelson is a popular and frequent speaker, addressing national and regional audiences on a variety of human resource topics. He has over 20 years experience in human resource management. Prior to founding HRN Management Group in 1989, Jerry was SVP and Director of Human Resources for Valley Utah Bancorporation, in Salt Lake City, Utah.




Lessons in Leadership - Learn From the Links
Brad Brewer joined Arnold Palmer's organization in 1984 and was co-founder of the Arnold Palmer Golf Academy with golf legend Arnold Palmer. In 1998 Palmer Management expanded his role to Sr. Vice President of Player Development, overseeing golf education, learning centers and the promotion of the game for the company worldwide. In 2000, Brad was involved in the startup of a golf technology company focused on distance learning through the Internet called Swing Solutions. He continues his involvement with Swing Solutions as an Executive Director and is an Advisory Member with Ashworth, Titleist and Kallassey Sports. He is a PGA class-A Professional whom successfully competed on the PGA Australasian and Nike Tours.




Managing in Turbulent Economic Time
ESCAN series
Bill Hampel is Senior Vice President, Research & Policy Analysis Department, and Chief Economist for the Credit Union National Association and Affiliates. Hampel served as a staff member at Navy Federal Credit Union in Virginia during a one-year sabbatical in 1989-90, where he studied credit union operations and carried out a variety of consulting projects. Bill has a Ph.D. in Economics from Iowa State University. He is a member of the American Economic Association and the National Association of Business Economists.




Let's Get Down to Small Business
Kevin Lytle and John Hollander
For almost 25 years Kevin Lytle has cultivated an intimate knowledge of operations, sales and marketing in the financial services marketplace. Kevin has spent the past 2 years as staff liaison to CUNA's Business/SEG Services Committee and has spearheaded efforts to develop products and services to help credit unions enter the small business market.

A twenty-year veteran of the financial services industry, John Hollander began his career as a branch manager trainee for a national finance company. He brings a wide range of management, finance, EFT and insurance business experience to your service. John joined CUNA as Director of Business Development which included the management of a national credit union ATM network along with the development of strategic alliances with suppliers to the credit union industry. He has a detailed knowledge of credit union EFT and financial services marketplace issues, as well as extensive vendor/supplier contacts.




Members Today and Tomorrow
ESCAN series
Vicki Joyal is Vice President of Market Research & Information for the Credit Union National Association (CUNA) in Madison, WI, responsible for providing market research services & strategic intelligence to credit unions, leagues, and internal CUNA & Affiliates departments. She oversees CUNA's market research function and the Information Resource Center (IRC).




Wednesday October 1 2:15 - 5:15 pm

Leadership Risk for Organizational Reward
Juli Lynch, president of Turning Pointe Consulting brings to her clients a passion for experiences that guide organizations, teams and individuals toward realization of their potential. For the past 15 years, Juli has facilitated change processes for a long list of organizations from Fortune 500 to small businesses. Her expertise is in the area of team and leadership development with a special emphasis on the dynamics of organizational culture. Juli uses a mixture of both outdoor adventure and experiential classroom techniques in order to promote full engagement by participants.




Wednesday October 1 2:15 - 3:30 pm

How Can Credit Unions Benefit from the Secondary Mortgage Market?
Mike McCabe and Bob Peterson
Mike McCabe is the director of sales for Freddie Mac's Corporate Accounts sales group, which provides sales coverage nationally to hundreds of community-based depository institutions, credit unions and mortgage bankers. He has been with Freddie Mac for 13 years, and has been in the mortgage finance industry since 1979. Prior to joining Freddie Mac in 1990, he worked on Wall Street for 5 years at Kidder, Peabody, and he spent 6 years at Fannie Mae in Washington, DC.

Bob Petersen joined Freddie Mac in 1997 after 20 years in banking, mortgage banking and consulting with financial institutions, principally in the northeast. Since joining Freddie Mac's Securities Sales and Trading Group as a Director in 1997, Bob has been instrumental in the development and implementation of residential mortgage loan asset management analytics and strategies. During the past 5 years, he has helped Freddie Mac customers restructure over $110 billion in residential mortgage loans to meet each institution's specific goals and objectives.




9 reasons why Credit Unions aren't achieving their "Sales and Service" potential.
Dennis Graham is a frequent speaker at financial industry events throughout the United States. He is director of Credit Union Services for Schneider Sales Management, a nationwide sales training and consulting firm. Dennis has more than 30 years of experience in financial industry sales as sales manager, senior vice president of human resources, senior vice president of consumer banking, management committee member at United Postal Savings, CEO of the Institute of Financial Education, and national sales manager for the Bank Administration Institute.




The Well Connected Credit Union - Speeding More Services to Customers
Jack Elmore
Business Productivity Advisor
Microsoft Corporation

As a Microsoft Business Productivity Advisor, Jack Elmore works with financial organizations, such as Washington Mutual in the Pacific Northwest and elsewhere, to implement technology-driven productivity gains and solutions for pressing business problems.... Areas of special practice include business intelligence applications in the areas of human resources, sales and marketing, financial services, and telecommunications....Before assuming his current position at Microsoft, Mr. Elmore was with Interactive Northwest, where he was Lead Project Manager for custom voice and computer telephony integrations at financial institutions; and before that, he was Senior Instructor in MS Word and Excel, Lotus 1-2-3, Quattro Pro, and Windows for New Horizons.... Recent speaking engagements include featured speaker at Office Deployment Conference 2000 and Institute of Management Accountants conference.

Emerging Trends in the Workplace
ESCAN series
Yvonne M. Evers is President/CEO of HRValue Group, LLC. She joins HRValue Group after seven years as President/Owner of Y.M. Evers Consulting Services, Inc., a human resource consulting firm specializing in human resource work for credit unions throughout the country.




Governance: Life after Enron
Randy Manscill currently serves as Vice President and Chief Audit Executive for America First Credit Union in Ogden, Utah. He has been serving in this capacity for 24 years. He received his Bachelor of Science degree in accounting from Weber State University. He is a graduate of CUNA Management School in Madison, Wisconsin.




Lessons in Leadership - Learn From the Links
(Repeated from Tuesday 2:15 - 3:30 session)
Brad Brewer joined Arnold Palmer's organization in 1984 and was co-founder of the Arnold Palmer Golf Academy with golf legend Arnold Palmer. In 1998 Palmer Management expanded his role to Sr. Vice President of Player Development, overseeing golf education, learning centers and the promotion of the game for the company worldwide. In 2000, Brad was involved in the startup of a golf technology company focused on distance learning through the Internet called Swing Solutions. He continues his involvement with Swing Solutions as an Executive Director and is an Advisory Member with Ashworth, Titleist and Kallassey Sports. He is a PGA class-A Professional whom successfully competed on the PGA Australasian and Nike Tours.

Marketing: What You Need to Know to Grow
ESCAN series
Vicki Joyal is Vice President of Market Research & Information for the Credit Union National Association (CUNA) in Madison, WI, responsible for providing market research services & strategic intelligence to credit unions, leagues, and internal CUNA & Affiliates departments. She oversees CUNA's market research function and the Information Resource Center (IRC).




Wednesday October 1 3:45 - 5:00 pm

New Americans: A Growth Market for Credit Unions
Bob Hoel is Executive Director of the Filene Research Institute. This unique nonprofit organization examines issues vital to the future of credit unions and the millions of members they serve. It provides credit unions with insights into managerial problems and opportunities, consumer needs and trends, legislative and regulatory questions, and competitive forces.




The Credit Union Technology Ecosystem
Robert (Bob) L. Ferderer
Bob is currently a Vice President of CUNA Mutual Group serving the Information Technology (IT) area of the company. In his current position he has the responsibility for IT Internal Operations and Information Security reporting to the Chief Technology Officer. Bob joined CUNA Mutual Group in 1988 as a manager in the Information Systems Division and was promoted in 1990 to Assistant Vice president, I/S Marketing Systems, with responsibilities for the support and development of the Marketing and Finance Systems' information technology. In 1996 he was promoted to Vice President, Information & Technology Services and assumed his present role in early 2001. He has also served as the Technology Liaison to the Member Services, Marketing and Sales organizations. In his previous position Bob was responsible for developing the strategy linkages between the corporate business strategy and ITS in addition to leading the corporate architecture implementation.

Before joining CUNA Mutual Group, Bob worked for the IBM Corporation where he held various service and marketing management positions, including Branch Manager, Senior Instructor and Customer Center Manager. Bob holds an MBA from Syracuse University, a BS degree in Business with a major in Economics from Edgewood College and a Communications Technology Certificate from North Dakota State School of Science.




The Language of Creativity: Imagine the possibilities
As a "Katalyst" for Nike, it's Kevin Carroll's job to nurture and care for the company's inner spirit, provoke new ways of thinking, and motivate and inspire - the entire organization. It's a mighty tall order, but Carroll's got game. "I'm the conscience, the voice, and the connector of the company," he explains. "I travel around the world to promote the culture and the spirit of Nike." With unparralled enthusiasm and dynamic charm, Carroll illuminates his journey toward understanding his "personal magic," and shows how to maximize your possibilities and discover a holistic approach to developing human potential.




Technology Trends in 2004
ESCAN series
Mark R. Condon is Senior Vice President of the Credit Union National Association's research and advisory services division. Condon is a member of the advisory board for CUNA Network Services and serves on the CUNA Executive Management Team.




To Fee or Not to Fee: Alternative Revenue Sources
ESCAN series
Janet Randall is Assistant Vice President-Members Enterprise at CUNA Mutual Group, headquartered in Madison, Wisconsin. In this capacity, she works with CUNA Mutual field staff to help them meet the needs of credit union members. She is a member of the Division Leadership Team for CUNA Mutual's Southeast Marketing Division, consisting of nine states and the District of Columbia.




Your Members Under Attack: Identity Theft
S. Ramesh, CEO and Chief Security Architect, Razorwire Security. Ramesh is the founder and President of RippleImpact. He is an experienced Chief Software Architect, successful entrepreneur and active investor. Ramesh is an expert in the management and design of complex computer systems. He has a dozen years of experience in the roles of project manager, software architect, and lead project engineer.

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