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Agenda

Seventh Annual CUNA OpSS Council Conference

Hilton New Orleans Riverside
September 26-29 New Orleans, LA

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. 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 26 | September 27 | September 28 | September 29

SUNDAY, SEPTEMBER 26
11:00 am-1:00 pm PRECONFERENCE WORKSHOPS REGISTRATION
1:00-5:00 pm

PRECONFERENCE WORKSHOPS

Pre-Conference Workshop- The Art of Negotiation
4:00-6:00 pm GENERAL CONFERENCE REGISTRATION
6:00-7:30 pm

WELCOME RECEPTION

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MONDAY, SEPTEMBER 27
7:00-9:00 am

REGISTRATION
7:00-8:00 am CONTINENTAL BREAKFAST
8:00-8:15 am

WELCOME
Vicki Smith, Chief Member Relations Officer, Rogue FCU, Medford, OR
Chair – OpSS Council Executive Committee

Sponsored by Harland
8:15-10:15 am

OPENING GENERAL SESSION

Generations of Members
Jason Dias, Trainer-Historian-Consultant, Generational Marketing and Management, New Braunfels, TX
10:15-10:30 am NETWORKING BREAK
10:30-11:30 am

Environmental Overview
Bob Lawhead, CEO/President, Raddon Financial Group, Oakbrook Terrace, IL

11:30 am-1:00 pm VENDOR HALL
11:45-1:00 pm MEMBERSHIP LUNCHEON
(Open to all attendees)
1:00-2:15 pm BREAKOUT SESSIONS

1. Branch Productivity
Mike Scott, CEO/President, Financial Management Solutions, Inc., Atlanta, GA

2. Credit Union Robbery: What to do Before, During and After
Joseph Schapiro, President, Schapiro & Associates, Maple Valley, WA

3. Compliance - Check 21 - This session will not be repeated
Todd Sherpy, Attorney, Edwards & Sherpy, P.A., Columbia, SC
2:15-2:30 pm

NETWORKING BREAK
2:30-3:45 pm BREAKOUT SESSIONS- 1 & 2 Repeat

3. Compliance - The Patriot Act
Todd Sherpy, Attorney, Edwards & Sherpy, P.A., Columbia, SC

3:45-5:00 pm VENDOR HALL

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TUESDAY, SEPTEMBER 28
7:00-8:00 am

VENDOR HALL
7:30-8:00 am

CONTINENTAL BREAKFAST

Sponsored by PEMCO Technology Services, Inc.
8:00-10:00 am

GENERAL SESSION

Strategic Thinking for a Quality Focused Organization
Ron Nice, President, Nice Enterprises, Evergreen, CO

Sponsored by Liberty
10:00 am-10:15 am NETWORKING BREAK
10:15 am-11:15 am

Best Practices/Table Groups/Strategic Drivers
Ron Nice, President, Nice Enterprises, Evergreen, CO

11:15 am-12:00pm DeBrief
Ron Nice, President, Nice Enterprises, Evergreen, CO
12:00-1:15 pm NETWORKING LUNCHEON
1:15 pm-3:15 pm MINI WORKSHOPS

1. Six Sigma Quality Improvement, Project Management
Caroline Murray, Managing Consultant for the Customer at the Customer, GE Mortgage Insurance, Raleigh, NC.

2. Measuring Service Quality
Greg Wills, Director of Business Development, Prime Performance, Lakewood, CO
Tom Hoscheidt, VP, Raddon Financial Services, Oakbrook Terrace, IL

 

7:00 pm-8:00 pm

SOCIAL EVENT

Board the Creole Queen Paddle Wheel Boat
8:00 pm-10:00 pm

Reception and Dinner Cruise on the Creole Queen

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WEDNESDAY, SEPTEMBER 29
7:30-8:30 am SPONSOR SHOWCASE
8:00-8:30 am

CONTINENTAL BREAKFAST

Sponsored by CUNA Mutual Group
8:30-9:45 am

GENERAL SESSION

Non Traditional Services, New Frontiers in Business Opportunities
Lois Kitsch, Director of Special Projects, Filene Institute, Madison, WI
9:45-10:00 am

NETWORKING BREAK
10:00- 11:00 am

Investment & Insurance Services Leonard (Lennie) Gzesh, VP/COO, Kinecta Financial and Insurance Services, Manhattan Beach, CA
A case Study for a CUSO…the barriers between credit unions and CUSOs come crashing down….what you need to know about the recent changes in regulations that open up the opportunities for credit unions….
11:00 am-12:00pm

CLOSING GENERAL SESSION

Facing The Extreme – Reigniting Your Operations, Sales and Service Passion
Juli Lynch, Ph.D., President, Turning Pointe Consulting, Lake Mills, WI

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