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Agenda

"Steer the Direction of Credit Union Operations"

Fifth Annual CUNA OpSS Council Conference
September 8–11, 2002 * Austin, TX

Grab the bull by the horns and get on down to Austin, Texas for the fifth annual CUNA OpSS Council Conference. Get caught in a stampede of new ideas September 8-11 at the Four Seasons Hotel in Austin. There will be plenty of top-notch speakers and networking opportunities with operations peers across the country.

So join us...and after the dust settles, you’ll be able to steer credit union operations in the right direction.

See events for September 8 | September 9 | September 10 | September 11

SUNDAY, SEPTEMBER 8
11:00 am-1:00 pm Preconference Workshop Registration
1:00-5:00 pm

Preconference Workshop: Ops Challenge!
Michael Millis, Director, CUNA Councils, Madison, WI
Kerry Parker, CEO, Austin Area Teachers CU, Austin, TX
Amy Peterson, Director, CPD, CUNA & Affiliates, Madison, WI

Explore the dynamics of teams and leadership in this fast-paced experiential program designed exclusively for OpSS Council Conference attendees. Activities include competitive games, group projects, and exercises that will push you to your mental and physical limits throughout the conference.
4:00-6:00 pm General Conference Registration
6:00-7:00 pm

Welcome Reception

Open to conference attendees.

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MONDAY, SEPTEMBER 9
7:00-8:00 am

Ops Challenge!

Energize yourself before the start of a long conference day. Join us as we prepare for the challenge ahead. This challenge is open to all conference participants. Dress for exercise.
7:00-9:00 am Registration
8:00-9:00 am Continental Breakfast
9:00-10:15 am

Opening General Session: Thinking Outside the Corral
Cindy Stynchula, President, Stynchula & Associates, San Antonio, TX

Cindy Stynchula is a nationally recognized speaker, team builder and leadership development expert. During this keynote address, Cindy will provide you with the tools to get you thinking outside of the corral to find resources, how team work can accomplish anything and importance of leadership and fellowship in team success. Begin your OpSS Conference journey with this session and find out how you will be able to tie this lesson not only back to your credit union job but also to the rest of the conference.
10:15-10:30 am Networking Break
10:30-11:45 am

Breakout Sessions

Developing a World Standard Sales & Service Culture as a Competitive Advantage for Credit Unions
Jim Harrison, Director, Performance Results Network for Community Banks and Credit Unions, Cohen Brown Management Group, Inc., Birmingham, AL

Today’s Business Environment and Its Impact on Credit Unions
Steve Rick, Senior Economist, CUNA & Affiliates, Madison, WI

Segment and Delivery Channel Profitability
Bob Lawhead, President/CEO, Raddon Financial Group, Oakbrook Terrace, IL
11:45 am-1:15 pm

Membership Lunch and Special Recognition to our 5-Year Members

Open to all attendees
1:15-2:30 pm Breakout Sessions
(Repeat from morning)
2:30-2:45 pm Networking Break
2:45-3:45 pm

Mini Workshop A (Part 1): Identity Theft and Fraud: How to Prevent Bad Things from Happening to Your Member’s Good NameCarl Ryba, Corporate Property and Casualty Specialist, CUNA Mutual Group, San Antonio, TX

Mini Workshop B (Part 1): Opportunities and Incidental Powers: Steering Credit Unions into the Future
Dave Doss, CEO, Columbia CU, Vancouver, WA
Larry Sharp, CEO, Arrowhead CU, San Bernadino, CA
Jill Bechard, CEO, Virginia Partners Group, Newport News, VA
Facilitator: Dave Fearing, COO, Ohio Credit Union League, Dublin, OH
3:45-4:00 pm Networking Break
4:00-5:00 pm

Mini Workshop A (Part 2): Identity Theft and Fraud: How to Prevent Bad Things from Happening to Your Member’s Good Name
Carl Ryba, Corporate Property and Casualty Specialist, CUNA Mutual Group, San Antonio, TX

Mini Workshop B (Part 2): Opportunities and Incidental Powers: Steering Credit Unions into the Future
Dave Doss, CEO, Columbia CU, Vancouver, WA
Larry Sharp, CEO, Arrowhead CU, San Bernadino, CA
Jill Bechard, CEO, Virginia Partners Group, Newport News, VA
Facilitator: Dave Fearing, COO, Ohio Credit Union League, Dublin, OH
8:00-10:00 pm

Ops Challenge!

Dynamic team-building and leadership activities to inspire and motivate. Ops Challenge! team members only.

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TUESDAY, SEPTEMBER 10
7:00-8:00 am

Ops Challenge!

Once again, we’ll meet to get our day started. All conference participants can join us for this challenge. Dress for exercise!
8:00-9:00 am Continental Breakfast
9:00-11:30 am

General Session: A Review of Alternate Delivery Channels
Nader Moghaddam, SVP, Sales & Operations, Kinecta FCU, Manhattan Beach, CA

During the first portion of the session, our speaker will provide a review of the different delivery channels available today, who is using them and what the recent trends indicate. At the conclusion of the presentation, the room will be split into table groups based on several factors. Led by a facilitator, each group will discuss the alternate channels. The session will conclude with a debriefing of each table group where findings and conclusions will be presented. This session will provide you with the knowledge you need to choose the right delivery channels for your credit union.
10:00-10:15 am Networking Break
11:30 am-12:45 pm Networking Lunch
12:45-2:00 pm

Breakout Sessions

Electronic Delivery: The History, the Evolution and the Future
Jim Hanisch, EVP, Corporate Development, and CIO, CO-OP Network, Ontario, CA

Physical Delivery: New Issues, New Options
Sarah Canepa Bang, CEO, Financial Services Center Cooperative, Inc., San Dimas, CA

Future Delivery Part I: Exploring the Role of Smart Card Technology in Financial Programs
Matt Radcliffe, Field Marketing Manager, SchlumbergerSema, Austin, TX; and

Future Delivery Part II: Generations of Members
Jason Diaz, Account Executive, EDS, San Antonio, TX
2:00-2:15 pm Networking Break
2:15-3:30 pm Breakout Sessions
(Repeat from morning)
Evening

Social Event: Dinner at Ironworks BBQ

Join us for a “real” Texas barbeque with all the fixins’ and an evening of networking with your peers! It’s a Texas tradition.

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WEDNESDAY, SEPTEMBER 11
8:00-8:45 am Continental Breakfast
8:45-9:00 am September 11th Remembrance
Join us along with members of the Austin Fire Department as we remember the events of September 11, 2001.
9:00-10:00 am

General Session: IT Trends in Commercial and Credit Union Banking
Stephen Felice, VP and General Manager, Large Corporate Account Segment, Dell Computer Corp., Austin, TX

Credit unions and commercial banks are really technology companies these days, contends Steve Felice. A combination of high stakes, complex regulation, and the rapid pace of the global financial markets make it impossible for people to manage everything. So, banks and credit unions rely on technology and the complex software applications they create to manage their businesses.In light of this reality, Mr. Felice will address critical IT trends that Dell is observing within the credit union and commercial banking sectors of the U.S. economy. They include:

  • Enhancing security and disaster recovery preparedness to protect information and personnel;
  • Lowering total cost of ownership;
  • Increasing server consolidation;
  • Greater manageability across technology platforms;
  • Addressing increasing storage needs, and
  • Leveraging Linux for new projects
10:00-10:15 am Networking Break
10:15-11:30 am

Closing General Session: Lead, Follow, or Get Out of the Way: Secrets to Leadership S.U.C.C.E.S.S.
Cindy Stynchula, President, Stynchula & Associates,
San Antonio, TX

During the closing session you will experience five secrets to leadership success. The power of unconditional sharing, creative collaboration and understanding team dynamics, leading your credit union through change, and the importance of standing for something are just a few of the secrets. Join Cindy Stynchula as she closes out the conference and sends you off Texas-style!
11:30-12:30 pm Ops Challenge! Wrap-up
Ops Challenge! team members will process their experience and identify next steps. Join us for the final challenge.

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