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Agenda

"Escape. Learn. Let Yourself Grow."

Sixth Annual CUNA OpSS Council Conference
September 7–10, 2003 * San Diego, CA

There’s no better way to hone your leadership skills than to concentrate on them in an environment that is conducive to learning with (and from) your peers. And there is no better place to do it than sunny San Diego — one of the most beautiful and relaxing locations in the country. Leave your fast-paced world behind and see leadership in a whole new light. Take a short break from your routine for an eye-opening experience that will leave you relaxed, yet invigorated. You’ll return home filled with colorful new ideas and improved leadership skills that will help you take your personal and professional development to new heights. This year’s conference features many different types of learning environments. You’re sure to find many that are just right for you and your learning style.

See events for September 7 | September 8 | September 9 | September 10

SUNDAY, SEPTEMBER 7
11:00 am-1:00 pm Preconference Workshop Registration
1:00-5:00 pm

How to Recruit, Select, Develop and Retain Sales and Service Employees Who Can Sell
Dennis Graham, National Sales Manager, Schneider Sales Management, Englewood, CO

Three years of research of 3,000 sales people in 50 U.S. financial institutions (including 20 credit unions) by Schneider Sales Management, Inc., and The University of Colorado — Denver Business School is the basis for this workshop. You’ll learn the characteristics that separate the top and low performers in five different sales, service and leadership roles, plus practical strategies for recruiting, testing, interviewing, training and coaching these people.
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 8
7:00-9:00 am

Registration
8:00-9:00 am Continental Breakfast
9:00-9:15 am

Marine Corps Color Guard MCRD
San Diego, CA

A California Welcome
Matt Davidson, EVP, California Credit Union League, Rancho Cucamonga, CA
9:15-10:15 am

Opening General Session: Someone Turn the Waves Off...Can’t You See I’m Trying to Build Sandcastles!!
Tom Dobyns, Chief Enthusiology Officer, Enthusiology, Laguna Hills, CA

Where does the time go? Did you have good intentions of being a proactive leader in your organization today? Again you spent the day doing things that “needed to get done,” but weren’t strategic at all. We’ll discuss how you can increase your effectiveness as a leader, given all the “waves” that regularly crash around you.
10:15-10:30 am Networking Break
10:30-11:45 am

Breakout Sessions

1. Trends in Consumer Financial Usage
Bob Lawhead, President, Raddon Financial Group, Oakbrook Terrace, IL

2. Risk Management: All You Need to Know About Disaster Recovery
Jim O’Dell, Credit Union Protection Risk Management Manager, CUNA Mutual Group, Madison, WI

3. Alternative Income Sources
Bob Dorsa, President, NACUSO, Newport Beach, CA
11:45 am-1:15 pm Membership Lunch (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 Workshops

1. Developing Your Niche in Business Services
Jean Faenza, EVP, Telesis Community CU, Chatsworth, CA

2. New Economic Realities and Their Strategic Implications
Mike Schenk, VP Economics & Statistics, CUNA & Affiliates, Madison, WI and Jane Wood, SVP Operations, Wescom CU, Pasadena, CA
3:45-4:00 pm Networking Break
4:00-5:00 pm Mini Workshops II (continued, not a repeat)

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TUESDAY, SEPTEMBER 9
8:00-9:00 am

Continental Breakfast
9:00-11:30 am

General Session: Successful Sales is Synonymous with Great Member Service
Nader Moghaddam, SVP, Sales & Operations, Kinecta FCU, Manhattan Beach, CA
10:00-10:15 am Networking Break
11:30 am-12:45 pm Networking Lunch
12:45-2:00 pm

Breakout sessions

1. Motivating Employees Through Incentives and Recognition
Kelly Bozza, President, Enthusiology, Laguna Hills, CA

2. Referral Management
Jim Schneider, CEO, Schneider Sales Management, Englewood, CO

3. Member Needs Assessment and Cross-sell
Melissa Marvin, Director, Cohen Brown Management Group, Inc., Birmingham, AL
2:00-2:15 pm Networking Break
2:15-3:30 pm Breakout sessions (repeat)
5:15 pm Social Event: An evening in Old Town San Diego

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WEDNESDAY, SEPTEMBER 10
7:30-8:30 am Continental Breakfast
8:30-10:00 am

General Session: Top 10 Technology Trends
Brian Warfel, SVP eBusiness/Communications, Power 1 CU, Hialeah, FL
10:00-10:15 am Networking Break
10:15-11:30 am

So You Want to Be a CEO – A Candid Panel Discussion
Tom Graham, President/CEO, Kinecta FCU, Manhattan Beach, CA
Marla Shepard, President/CEO, First Future CU, San Diego, CA
Ron Martin, President/CEO, Mission FCU, San Diego, CA
MODERATOR: Chris Lamb, EVP/COO, Energy First CU, Monterey Park, CA.

Top CEOs from leading credit unions candidly share the benefit of their experience, ideas and advice for careerpaths for COOs who aspire to become CEOs. Listen to their comments and suggestions, and then ask questions in an open session at the close of the panel discussion.
11:30-noon

Closing General Session: Becoming an Enthusiologist in Your Organization
Tom Dobyns, Chief Enthusiology Officer, Enthusiology, Laguna Hills, CA

Your people are your greatest asset, and your biggest leverage point for increasing productivity and effectiveness in your organization. If you could only focus on one item in the coming twelve months, your people would provide the biggest positive change...period! Several simple principles will be discussed to fill your credit union with Enthusiology!

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