Board Governance Essentials: Becoming a Better Board Member - Tim Harrington
Bayside AB; 4th Floor - Session Handout
A board member’s duties can seem overwhelming and far reaching. This course illumines the fundamental duties of a board and the best ways to discharge them. It will cover functions that boards often become involved in that have little benefit, or a negative impact on the credit union, and how to focus on those things that will be the most beneficial. We will also cover ideas on what very effective boards do to make the best use of their time and guide their credit union to become the best for the membership.

Boomers or Bust - Jeff Hunt

Nottoway; 4^th Floor - Session Handout

It's no secret that boomers will transform what it means to retire. Knowing what lies in the minds of boomer retirees, especially those who are also credit union members is essential to delivering the right member-centric solutions. Our expert speakers will reveal CUNA Mutual Group's proprietary voice of member research that is sure to help your credit union be successful in building strong relationships with boomers that will last throughout their retirement years.

Business Continuity Management - Justin Lukes
Bayside AB, 4^th Floor - Session Handout

Conflict Resolution, Motivating Employees, & Building Strong Teams - Jay Toups
Maurepas; 3^rd Floor - Session Handout

FUNdamentals: Greater Productivity Through Play and Humor at Work - Constance Anderson

Borgne; 3^rd Floor -Session Handout

Can a punchline make a difference in the bottom line? You bet it can. Constructive comedy in the workplace not only keeps employees chuckling--it keeps them creating. Whether it’s coming up with a new idea for a credit union product or thinking of ways to deal with an irate member, a laughin’ staff can do it better. What’s more, the credit union staff that chuckle together, knuckles under together. Humor at work increases productivity by 37.5%. In this session you’ll learn how to institute Bottom Line Humor at your credit union for better morale and better member service. Here’s a sample of what you’ll gain: Learn how laughter releases stress and opens the mind to new ways of thinking; Discover how humor can help employees adapt to change; Find out how to promote positive--never negative--humor in the workplace and how to teach employees to know the difference; Learn how 30 minutes of mirth can change your outlook and the attitudes of those around you; & Get 52 great ideas for adding a lighter touch to the workplace--an idea a week for every week of the year! Constance will show you how to add some serious fun to your work day. You’ll enjoy greater employee retention, recruit new employees more successfully, and boost the bottom line--no kidding!

Generating Loan Growth in a Difficult Economy - Brett Christensen

Grand Chenier; 5^th Floor - Session Handout

Meeting the needs of new member groups can be difficult, especially when those groups speak different languages and are part of unique cultures. In this session, Warren Morrow, CEO of Coopera Consulting, will describe the challenges faced by Hispanic immigrants in obtaining financial services in the U.S. and provide specific examples of how credit unions throughout the U.S. have effectively partnered with the Hispanic community to overcome these barriers to access and to increase their membership through the Hispanic market.

Hot Button Examination Issues - David Reed

Oak Alley; 4^th Floor - Session Handout

With an NCUA proposal to shorten examination gaps to 12 months or less, every credit union in the country should get ready for more scrutiny than ever. But with smart preparation, more scrutiny doesn't have to mean more time spent on compliance. Believe it or not, the regulators are not trying to surprise you during the examination process and they give plenty of notice of their intended targets, if you know where to look. "CU Doctor" David Reed cuts through the “regulatory speak” and shows how concentrated preparation around key regulatory and operational issues can put examiners at ease.

How to Increase Membership with the Hispanic Market – Warren Morrow

Maurepas; 3^rd Floor

Internal Security - David Reed

Oak Alley; 4^th Floor - Session Handout

The Security requirements found in Part 748 of the NCUA Rules and Regulations are still a HOT examination topic and essential operational issue. From pre-employment screening to routine monitoring of existing staff, this presentation looks at all aspects of an internal security program. It builds on two articles that my wife and I authored for Credit Union magazine in 12/06 and 1/07 respectively. Most security experts agree that the biggest risk of loss to a financial institution is internal fraud. This presentation looks at ways to keep the bad guys out and to effectively monitor existing staff without creating a “Big Brother” mentality.

Keep your Members for Life-Achieving Extra-Ordinary Service – Jay Toups

Maurepas; 3^rd Floor - Session Handout

Marketing to the Dot.Com Generation - Constance Anderson

Borgne; 3^rd Floor - Session Handout

Will your credit union be the financial institution of choice for today’s young people or will the bankers get their bucks? Or maybe E-Trade will get all their business. After all, over a third of them say they’d bank at McDonald’s if they offered checking accounts with their fries! In this fast-paced presentation, you’ll learn how to market to this fickle, mobile, and elusive age group. You’ll discover how to market credit union products and services to Generation Xers (born after 1964) and Generation Y (born between 1965 and 1981). You’ll find out: How to package and promote lending products for young people; How to reach savings-conscious Xers; How to use e-mail, the Web, and other remote delivery channels to capture the youth market; & How to position your credit union as “the” place for young people to save and borrow. With credit union membership aging—the average member is over 45—credit unions must find ways to attract and retain a whole new generation. Learn the steps your credit union must take today to insure its future!

Social Media & Your Credit Union – Josh Jones

Nottoway; 4^th Floor

Blogs, YouTube, Twitter, MySpace & Facebook...what does it all mean for your credit union? Love it or hate it, your members, non-members and employees are engaging in social media and it's not going away anytime soon. Josh will introduce social media and examples of how credit unions and others are leveraging this new technology to stay relevant both internally and to engage members. Why should your credit union care about social media? This session will detail why you can't afford not to. It also highlights some free online tools every credit union should be leveraging regardless of their level of engagement.

State Chartered CU Exam Questions - Sid Seymour & JD Fields

Maurepas; 3^rd Floor

Surviving Courtesy Pay Changes - Tim Harrington

Bayside AB; 4^th Floor - Session Handout
With new courtesy pay regulations arriving in July and possibly more on the way, potential loss of courtesy pay revenue could be a major issue for the more than 60% of credit unions that offer this service. Replenishing a revenue stream is never an easy task, but during this webinar you will get 5 ways to prepare for these changing regulations including ideas to mitigate the losses or replace that revenue stream completely. Two things are clear…Americans have shown a need for their financial institution to provide them an easy way to make ends meet, and credit unions need to secure methods to cover the high costs of checking accounts. During this webinar, we will take a glance at new and potential regulations while discussing strategies you can use to help alleviate the loss you may encounter in your courtesy pay program.

The CU Business Model that Produces a 2.0% ROA - Brett Christensen

Grand Chenier; 5^th Floor - Session Handout

Vendor Due Diligence & Effective Vendor Management Programs – David Reed

Oak Alley; 4^th Floor - Session Handout

This is an NCUA HOT TOPIC for the next year as well! Every credit union entrusts its most sensitive member information to third party vendors. This presentation examines the regulatory requirements for vendor due diligence and the details of creating an effective vendor management program.