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Speaker Presentations

"Steer the Direction of Credit Union Operations"

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

SUNDAY, SEPTEMBER 8

Preconference Workshop: Ops Challenge!
Michael Millis, Soulstice Training, Madison, WI
Amy Peterson, Director, CUNA & Affiliates, Madison, WI
Keith Kauffield, VP Operations, Air Academy FCU, Colorado Springs, CO
Kerry Parker, CEO, Austin Area Teachers CU, Austin, TX

MONDAY, SEPTEMBER 9
Opening General Session: Thinking Outside the Corral
Cindy Stynchula, President, Stynchula & Associates, San Antonio, TX
  • Materials provided on site
Breakout Session: Developing a World Standard Sales & Service Culture as a Competitive Advantage for Credit Unions
Melissa Marvin, Director, Cohen Brown Management Group, Inc., Birmingham, AL
Breakout Session: Today’s Business Environment and Its Impact on Credit Unions
Steve Rick, Senior Economist, CUNA & Affiliates, Madison, WI
Breakout Session: Segment and Delivery Channel Profitability
Bob Lawhead, President/CEO, Raddon Financial Group, Oakbrook Terrace, IL
Mini Workshop A: 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: 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

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TUESDAY, SEPTEMBER 10
General Session: A Review of Alternate Delivery Channels
Nader Moghaddam, SVP, Sales & Operations, Kinecta FCU, Manhattan Beach, CA
Breakout Session: Electronic Delivery: The History, the Evolution and the Future
Jim Hanisch, EVP, Corporate Development, and CIO, CO-OP Network, Ontario, CA
Breakout Session: Physical Delivery: New Issues, New Options
Sarah Canepa Bang, CEO, Financial Services Center Cooperative, Inc., San Dimas, CA
Breakout Session: Future Delivery Part I: Exploring the Role of Smart Card Technology in Financial Programs
Matt Radcliffe, Field Marketing Manager, SchlumbergerSema, Austin, TX
Breakout Session: Future Delivery Part II: Generations of Members
Jason Dias, Account Executive, EDS, San Antonio, TX

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WEDNESDAY, SEPTEMBER 11
General Session: IT Trends in Commercial and Credit Union Banking
Michael Grant, Storage Brand Manager, Dell Computer Corp., Round Rock, TX
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
  • Materials provided on site