Agenda

OPENING GENERAL SESSION

Welcome by Louisiana League
Keynote Address: Are We the Last REAL Credit Union Left?
Tom Glatt, President, Counter Intelligence Associates, Inc., San Juan Capistrano, CA

BREAKOUT SESSIONS

Primer on Secondary Marketing
Bill Walker, VP Lending, Financial Partners CU, Downey, CA

Examiner “Proof” Risk-Based Lending
Ed Swanson, VP National Accounts, Patelco CU, Deerfield,IL (Sponsored by Experian)

Your Member Got an Immediate Approval—Now What?
Greg Smith, President/CEO, Pennsylvania State ECU, Harrisburg, PA (Sponsored by Appro Systems, Inc.)

Mortgage Loan Servicing
Mark Hiatt, SVP Loan Administration, CUNA Mutual Mortgage, Rancho Cucamonga, CA

Fannie Mae: New and Innovative Products and Services
Howard Nelson, VP Single Family Business Product Development, Fannie Mae,
Washington, DC and Dror Oppenheimer, Director of Marketing, Fannie Mae, Herndon, VA

BREAKOUT SESSIONS

What to Do When the Refinance Market is Gone: How to Build a Purchase Money Mortgage Business
Anna Mendez, VP Real Estate Lending, Mission FCU, San Diego, CA

Open-End Lending System: The Key to e-Credit
Douglas True, Chief Operating Officer, FORUM Solutions, Fishers, IN

Paperless Lending: We Are Not There Yet, But How Do We Get There?
Holly Towle, Esquire, Partner, Preston, Gates & Ellis, Seattle, WA

Collateral Disposition
Jerry Thompson, President, National Remarketing Services, Mission Viejo, CA (Sponsored by National Remarketing Services)

Project Management: Managing the Speed of Change
(Career Excell Track)
Kim Ring, Director Project Office, Boeing Employees’ CU, Seattle, WA

GENERAL SESSION

Extreme New Voodoo: The Dark Secrets of Lending in the Age of the Intelligent Web
Randy Harrington, President/CEO, Extreme Arts and Sciences, Eugene, OR

BREAKOUT SESSIONS

Streamline Mortgage Processing to Quicker Closings
Mark Johnson, CEO, Lending Solutions, Inc., Elgin, IL (Sponsored by Lending Solutions, Inc.)

Winning Home Equity Loan Product Strategies (Panel)
Moderator: Scott Norris, VP Real Estate Lending, Orange County Teachers FCU, Santa Ana, CA Panelists: Allan Stevens, VP/Senior Loan Officer, Franklin Mint FCU, Broomall, PA; Lloyd Gill, Chief Operating Officer, City County CU, Fort Lauderdale, FL; Gary Fee, Director Consumer Loans, Boeing Employees’ Credit Union, Seattle, WA (Sponsored by Appro Systems, Inc. )

Successful Secondary Market Strategies Are Not Just For the Big CUs: A Panel of Successful CUs
Moderator: Liz Conrado, VP Real Estate Lending, Hughes Aircraft ECU, Manhattan Beach, CA Panelists: Roberta Mages, VP Lending, 66 FCU, Bartlesville, OK; Brad Herzet, VP Lending, Mid American CU, Wichita, KS; George Poitou, Chief Operating Officer, SCE FCU and President Community Mortgage Funding, Irwindale, CA

Freddie Mac: New and Innovative Products and Services
Gunnar Bergstrom, VP E-docs, Signatures and Acknowledgements, Freddie Mac, McLean, VA

How to Develop a Sales Culture: Incentive Compensation Structures-A Balance Between Service and Sales (Career Excell Track)
David Hilton, President and CEO, D. Hilton and Associates, The Woodlands, TX (Sponsored by D. Hilton and Associates)

BREAKOUT SESSIONS

Porter Lending Study: And the Results Are... (Panel)
(Moderator and panelists will be announced at the conference)

E-Lending Outside the CU World: Successes and Failures—What Can We Learn?
Christine H. Pratt, Senior Analyst, TowerGroup, Needham, MA

Is an ASP (Application Service Provider) in Your Future?
Brett Christensen, Chief Sales Officer, APPRO Systems, Inc, Grand Prairie, TX

Bankruptcy Management (Sponsored by Bishop, Lynch & White)
Brian D. Lynch, Principal, Bishop, Lynch, White, PS, Seattle, WA

You Don’t Need an MBA to Understand ALM
Deborah L. Rightmire, VP Asset Liability Management, Texas Credit Union League, Dallas, TX (Sponsored by the Texas Credit Union League)