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2004 Conference Presentations
Seventh Annual CUNA OpSS Council Conference
Hilton New Orleans Riverside
September 26-29 New Orleans, LA
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| MONDAY, SEPTEMBER 27 |
| Generations of Members
Jason Dias, Trainer-Historian-Consultant, Generational Marketing and Management,
New Braunfels, TX
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Environmental Overview
Bob Lawhead, CEO/President, Raddon Financial Group, Oakbrook Terrace,
IL
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Branch Productivity
Mike Scott, CEO/President, Financial Management Solutions, Inc., Atlanta,
GA
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Compliance - Check 21 - This session will not
be repeated
Todd Sherpy, Attorney, Edwards & Sherpy, P.A., Columbia, SC
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| Compliance - The Patriot Act
Todd Sherpy, Attorney, Edwards & Sherpy, P.A., Columbia, SC
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| TUESDAY, SEPTEMBER 28 |
Strategic Thinking for a Quality Focused Organization
Ron Nice, President, Nice Enterprises, Evergreen, CO
Sponsored by Liberty
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Leading Your Business with Quality
Caroline Murray, Managing Consultant for the Customer at the Customer,
GE Mortgage Insurance, Raleigh, NC.
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presentation (PDF, 865KB)
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Measuring Service Quality
Greg Wills, Director of Business Development, Prime Performance, Lakewood,
CO
Tom Hoscheidt, VP, Raddon Financial Services, Oakbrook Terrace, IL
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| WEDNESDAY, SEPTEMBER 29 |
Non Traditional Services, New Frontiers
in Business Opportunities
Lois Kitsch, Director of Special Projects, Filene Institute, Madison,
WI
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| 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….
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