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Speaker Presentations
"Escape.
Learn. Let Yourself Grow."
Sixth Annual CUNA OpSS Council Conference
September 7–10, 2003 * San Diego, CA
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Bergenske or CUNA's Web Services
department.
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| SUNDAY, SEPTEMBER 7 |
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How to Recruit, Select, Develop and Retain Sales and Service Employees
Who Can Sell
Dennis Graham, National Sales Manager, Schneider Sales Management,
Englewood, CO
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| MONDAY, SEPTEMBER 8 |
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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
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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
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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
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| TUESDAY, SEPTEMBER 9 |
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General Session: Successful Sales is Synonymous with Great Member
Service
Nader Moghaddam, SVP, Sales & Operations, Kinecta FCU, Manhattan Beach,
CA
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Breakout sessions
1. Motivating Employees Through Incentives and Recognition
Kelly Bozza, President, Enthusiology, Laguna Hills, CA
2. Referral Strategy & Tactics
Dennis Graham, National Sales Manager, Schneider Sales Mnagement, Englewood, CO
3. Member Needs Assessment and Cross-sell
Melissa Marvin, Director, Cohen Brown Management Group, Inc., Birmingham,
AL
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| WEDNESDAY, SEPTEMBER 10 |
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General Session: Top 10 Technology Trends
Brian Warfel, SVP eBusiness/Communications, Power 1 CU, Hialeah, FL
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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.
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Closing General Session: Becoming an Enthusiologist in Your Organization
Tom Dobyns, Chief Enthusiology Officer, Enthusiology, Laguna Hills, CA
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(PDF, 1,159KB)