NEWPORT BEACH, Calif. — The agenda and lineup of keynote speakers has been set for NACUSO's 2008 annual conference in Las Vegas April 27-30.
The New York Times best-selling author Dan Clark will return to NACUSO's conference as keynote speaker on April 28, presenting his topic "The Answers are Still in the Box…Taking it to the Next Level." Clark knows people are told to think outside the box, but he asks, "What if the answers are still in the box?"
He believes that, in order for business people to take it to the next level, we should ask, "What is possible?" Clark was the primary contributing author to the "Chicken Soup for the Soul" series, and authored 20 of his own books.
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During the April 28 morning general session, Peter F. Duffy will provide a presentation of credit union and bank performance metrics, with an emphasis on ideas to leverage the credit union culture for improved performance, through his keynote topic "The Credit Union Business Model: Market Forces at Work — How Will Your Credit Union Respond?" Duffy is associate director at Sandler O'Neill & Partners, L.P., and works with credit unions and financial institutions on competitive analysis, investment portfolio development, charter decisions, board meetings, loan portfolio sales and asset/liability management.
During the April 29 general session, NCUA Board Member Gigi Hyland will present her perspective of the role of CUSOs, among other issues of importance to NCUA.
Through during the April 29 general session, Dennis Dollar, former NCUA board chairman, and principal partner of consulting firm Dollar Associates, LLC, will discuss the challenges and opportunities facing America's credit union over the next decade and beyond, with a presentation entitled, "CU 20/20, An Insider's Insight into the American Credit Union Movement in the Year 2020."
On April 30, Randy Karnes, CEO, CU*Answers, will kick-off the morning session when he presents the topic "Will Network Business Design Capture the Imagination of Future Credit Union Leaders?" This presentation will introduce concepts related to how credit unions could use network business designs to re-engineer credit union operations. As a part of Karnes' presentation, NACUSO President/CEO Tom Davis will facilitate a technology and collaboration panel dialogue between Stan Hollen, president/CEO of CO-OP Financial Services; Dave Serlo, president/CEO and PSCU Financial Services and Karnes.
Capping off the April 30 session, attorney Guy Messick, of Messick & Weber P.C., will present his keynote topic, "Risk Management and Due Diligence in Third-Party Relationships–What Does NCUA Expect and What are Best Practices?"
Since 1987, Messick has served as NACUSO's general counsel where he acts as liaison with NCUA and the Securities and Exchange Commission.
Throughout the conference agenda, breakout sessions will also be conducted. Scheduled examples of the six educational tracks include:
- Financial Services Track: "Current Trends & Analysis on Investment Program Benchmarking and Retirement Research," presented by Pete Snyder, president, Snyder Consulting Solutions, LLC, and Robert Grieb, managing director, BISA/Diversified Services Group, Inc;
- Business Services Track: "Accelerate Your Business Lending Success with SBA Loans" — presented by Kent Moon, president/CEO, Member Business Lending, LLC, and Keith Reed, president/COO, Cooperative Business Services, LLC;
- Technology Track: "The Power of the Network," presented by Jim Vilker, manager, cuasterisk.com;
- Service Delivery Track: Panel Discussion — "The Future of Indirect Lending" — presented by Tony Boutelle, president/CEO, CUDL, and Steve Anderson, president/CEO, CU Direct Connect;
- Innovation & Collaboration Track: "Implementing Large-Scale Collaboration — The Desjardins Model" — Lucie Bouchard, vice president, Alliances and Partnerships, Desjardins Group; and:
- Regulatory Track: "Risk Management and Due Diligence in Third-Party Relationships — What Does NCUA Expect and What are Best Practices?" presented by Messick.
For complete NACUSO 2008 Annual Conference information, visit www.nacuso.org.
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