Presentations

Tenth Annual
CUNA Operations, Sales & Service Council Conference
September 23-26, 2007
Renaissance Esmeralda Resort
Indian Wells, CA

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MONDAY, SEPTEMBER 24

KEYNOTE ADDRESS

From Ordinary to Extraordinary
John Alston, Keynote Speaker and Author

BREAKOUT SESSIONS

Branch Integration of Business Services, Challenges and Successes
Matt Mamer, Business Services Manager, CEFCU, Peoria, IL

S.M.A.R.T. Coaching
Paul Robert, Director, Financial Institution Consulting, Schneider Sales Management, Inc., Greenwood Village, CO

Targeting Sales Efforts to Local Markets
Deborah Smith, Managing Principal, Focus Performance Group, Upland, CA and
Andrea Wagner, Director, Sales and Business Development, Westerra Credit Union, Denver, CO

The Art and Science of Branch Placement
Tom Tucker, EVP, Sales and Marketing, IBT, Norcross GA

GENERAL SESSION

The Perfect Storm
Brian Warfel, Chairman, CUNA Technology Council and SVP Sales & Service, Power Financial CU, Pembroke Pines, FL

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TUESDAY, SEPTEMBER 25

GENERAL SESSION

Taking Care of People
Dave Weinberg, Senior Associate, Booz Allen Hamilton, Oak Hill, VA

BREAKOUT SESSIONS

Turning Your Call Center into a Virtual Branch
Randy Stolp, VP Call Center, Arrowhead CU, San Bernardino, CA

Reaching the Hispanic Market – Good for Philosophy, Good for Business (this session repeats)
George Poitou, COO, SCE Credit Union El Monte, CA

Operational BSA Issues
James Krob, Director of Regulatory Compliance, California CU, Glendale CU

How to Attract and Retain E-members
Keith Troup, VP Operations, Stanford CU, Palo Alto, CA

GRAB-N-GAB LUNCH

Topic 1: The Versatility in Developing a Sales Culture through Sound Hiring Practices
Facilitator: Denny Graham, Director of CU Sales, Schneider Sales, Chesterfield, MO

Topic 2: Learn About and Share your New Product Offerings and Product Innovations
Facilitator: Tina McMinn, AVP branch Services, Stanford FCU, Palo Alto, CA

Topic 3: Succession Planning
Facilitator: Nader Mogaddam, CEO, Financial Partners CU, Downey, CA

Topic 4: Hot Topic
Facilitators TBA

BREAKOUT SESSIONS

Merger Strategies
David Bartoo, President, Merger Solutions Group, Forest Grove, OR

Staying Connected in a Geographically Diverse Organization
Patti Dixon, VP Services Centers, Carey Price, Midwest Regional Manager and Mike Harte, East Regional Manager, Baxter CU, Vernon Hills, IL

TOWN HALL BEST PRACTICES

2007 Winners:

Branch Design - Ascend FCU, Chesterfield, MO
- Download Presentation
Sales & Service Management - Spokane Teachers CU, Spokane, WA
- Download Presentation

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WEDNESDAY, SEPTEMBER 26

MINI WORKSHOPS

Evaluating Success in the New CU Marketplace
Jay Johnson, EVP, Callahan & Associates, Washington, D.C.

Pearl Harbor or Pearl Jam? Serving and Managing the Different Generations
Mark Arnold, SVP Marketing, Neighborhood CU, Dallas, TX

CLOSING SESSION

Developing Lasting Leaders
Nancy J. Lewis, President, Progressive Techniques, Inc., Atlanta, GA

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Networking

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