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August 6-8, 2008 | The
Fairmont Sonoma Mission Inn & Spa
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CEO/Directors' Forum |
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Agenda |
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Wednesday, August 6th |
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3:00-4:00 PM |
Registration |
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4:00 to 6:00 PM |
CEO Panel Discussion |
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The CEO Panel Discussion will feature
four veteran credit union leaders.
Steve Lumm, former President and CEO of
Addison Avenue Federal Credit Union and
now with Nice Enterprises, will lead our
panel through a discussion of the
industry's most pressing challenges and
brightest opportunities.
Panelists include:
John Tippets, former President
and CEO
American Airlines Federal Credit Union
Fort Worth, Texas
Assets: $4.8 Billion
Dennis Hanson, President and CEO
Dow Chemical Employees Credit Union
Midland, Michigan
Assets: $1.2 Billion
Mike Maslak, President and CEO
North Island Credit Union
San Diego, California
Assets: $1.8 Billion
Moderator: Steve Lumm, Nice
Enterprises
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Moderator: Steve Lumm
Nice Enterprises
Biography
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6:30-7:15
PM |
Welcome Reception (Guests Included) |
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7:30 PM |
Dinner (Guests Included) |
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Thursday, August 7th |
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8:00-9:00 AM |
Breakfast |
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9:00-9:15 AM |
Opening Remarks; Bob Dye, General
Manager, RFG |
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9:15-10:45 AM |
Raising the Bar: Leadership for the New
Future |
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Will Marré
Founder, American Dream Project
There is only one thing we can be sure
of. The future will be different.
Competition, technology, services,
member expectations, consolidations
all make the next decade a time of
re-definition for credit unions large
and small. Uncertain times require more
certain leadership. Leadership that
understands that credit unions offer a
unique value advantage. An advantage
that is the basis for growth, employee
and member loyalty and higher
performance.
In this keynote, the audience will
learn:
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What kind of leaders will be
successful in our future economy.
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How leaders are building
people-centered cultures to drive
innovative growth.
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How cultures of trust reduce
friction from acquisitions and
mergers.
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How strategic execution is driven
through carefully designed and
immediate accountability.
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How over-investing in the new
“benefits of affinity” will create
the unique value advantage of the
future.
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Biography
Website
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10:45-11:00 AM |
Break |
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11:00-12:00 PM |
Credit Union Industry
Outlook |
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Dennis Dollar
Principal Partner, Dollar Associates LLC & former NCUA Chairman
Dennis Dollar, former NCUA Chairman and
a leading industry consultant, gives a
challenging outlook for the immediate
future of the credit union industry. His
listing of the “Eight Key Indicators for
2008” will provoke serious thought and
analysis by credit union leaders on
important questions such as:
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Where credit union mergers are
headed?
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Is there really a chance for capital
reform?
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Any hope for a let up on regulatory
compliance issues?
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Does shared branching have a future?
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Are we closer to taxation?
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Will the growth in CUSOs be
sustainable?
With a unique perspective formed through
his career in elective office, as a
credit union CEO, as chief federal
regulator and in the role of credit
union consultant, Mr. Dollar has become
one of the more popular speakers on the
credit union circuit. He will get yoru
strategic juices flowing as he
challenges us to look at 2008 and beyond
in America’s credit union industry.
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Biography
Website |
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12:00-1:00 PM |
Lunch |
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1:00-2:15 PM |
Successfully Executing a Merger |
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Terence Roche
Principal, Cornerstone Advisors
Terence has been invited to speak before
various bank and credit union
conferences, including BAI's Retail
Delivery, Internet Delivery/Risk
Management conferences, and he was the
highest rated speaker from the 2007
CEO/Directors' Forum. An
expert in bank systems and technology,
Terence displays his far-reaching
knowledge as a frequent contributing
author of several industry publications
and online forums. |
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Biography
Website |
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2:15-2:30 PM |
Break |
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2:30-3:45 PM |
How Mobile Phones Are Changing Contact
Center Operations, Member Self-Service &
Payments |
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Richard Crone
Founder, Crone Consulting, LLC
Recent studies validated that households
are now shedding landlines and relying
solely on mobile phones at an
exponential rate, with upwards to
one-third (and growing) of some
demographic segments relying entirely on
wireless communications. As did the
Internet, the advent of near ubiquitous
use of cell phones is changing the game
for member self-service and electronic
payments. Most mobile payments solutions
and their early pilots have been focused
on the use of one of three technologies:
Simple Message Service (SMS), Mobile
Wallets and Near Field Communication
(NFC) chips. This session will contrast
and compare the results of real-life
deployments for each of these
technologies as well as completely new
mobile self-service and payment
technologies. This session will also
provide an interactive forum for
objectively contrasting and comparing
the pros, cons, risks and costs of each
of the technologies, approaches and
market making strategies for mobile
payments and mobile-based member
self-service. |
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Biography
Website
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3:45-4:00 PM |
Break |
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4:00-5:00 PM |
Key Traits of High Performance Credit
Unions |
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Bill Handel
Vice President of Research, Raddon
Financial Group
Bill Handel graduated from Kenyon
College in 1980 with a degree in
Economics. He has worked in the
financial services industry since that
time, primarily as a consultant in the
areas of Product Development and
Management. Since joining the Raddon
Financial Group in 1990, he has
developed several unique programs to
assist financial institutions in the
management of their product lines. His
knowledge of the financial needs of
consumers and businesses, combined with
an understanding of how profitability is
achieved in the financial services
industry, has allowed the development of
innovative product development
initiatives. He has written several
books for the financial services
industry in the area of product pricing
and product development. |
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Biography
Website
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5:00 PM |
Closing Remarks; Bob Dye, General
Manager, RFG |
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6:30 PM |
Dinner (Guests Included)
The top ten credit unions, as measured
by RFG's Performance Index, will be
recognized for high performance in 2007.
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Friday, August 8th |
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8:00 AM |
Optional Round of Golf (Guests Included)
Sonoma Golf
Club
Tee Times begin at 8:00 am and will
extend through the late morning based on
availability. Greens fees are
$215. Please indicate on your
registration if you will be joining us
for a round of golf. |
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Forum Links |
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Speakers
Register
Program Fee:
$495 per person
Who Should Attend?
President/CEO
Board
Chairman
Chief Operating Officer
Chief Financial Officer
Chief Technology Officer
Chief Marketing Officer
The CEO/Directors' Forum is
exclusively for senior-level
executives managing credit
unions with assets of $500
Million or more.
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Hotel Details |
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Location:
The Fairmont Sonoma
Mission Inn & Spa
100 Boyes Boulevard
Sonoma, California
Phone: (707) 938-9000
Please contact the hotel
directly
to make room reservations.
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2007 Presentations |
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Please click here to view and download last year's
agenda and presentations. |
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Event Details |
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Program Fee:
$495 per person
Wednesday, August 6th
Registration: 3:00 pm
CEO Panel Discussion: 4:00
pm
Welcome
Reception
& Dinner: 6:30 pm
Thursday, August 7th
Breakfast: 8:00 am
Morning Sessions: 9:00 am
Lunch: 12:00 pm
Afternoon
Sessions: 1:00 pm
Adjourn: 5:00 pm
Dinner: 6:30 pm
Friday, August 8th
Optional
Golf: Sonoma Golf Club
Tee Times begin at 8:00 am and
will extend through the late
morning based on availability.
Greens fees are $215. Please
indicate on your registration if
you will be joining us for a
round of golf.
Who Should Attend?
President/CEO
Board
Chairman
Chief Operating Officer
Chief Financial Officer
Chief Technology Officer
Chief Marketing Officer
The CEO/Directors' Forum is
exclusively for senior-level
executives managing credit
unions with assets of $500
Million or more.
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