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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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  3. If you are a conference participant or attendee, you'll automatically have access to the files on this page.
  4. If you have difficulties, contact Program Coordinator Teresa Steele, Councils Web Manager Randy Leslein, or CUNA's Web Services department.

 

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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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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