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Speaker Presentations
"Loan Growth: One Relationship at a Time"
Eighth Annual CUNA Lending Council Conference
November 10-13, 2002 * Naples, FL
| MONDAY, NOVEMBER 11 |
Opening General Session: A New Way of Cross-Selling that
Really Works
A. Rex Johnson, President, Lending Solutions, Inc., Elgin, IL
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Breakout Session: The Economics of Mortgage Lending
Douglas D. Foster, Doug Foster and Associates, Inc., Ponte Vedra Beach,
FL
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Breakout Session: E-Lending – Best Practices for Consumer Loans
Moderator: Sharon Gaugler, SVP Lending, Austin Area Teachers FCU, Austin,
TX
Panelists:
Pierre Cardenas, SVP Lending & Deposits, Government Employees CU,
El Paso, TX
Diane Richard, VP Consumer Loans, Digital FCU, Maynard, MA
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Breakout Session: Creating and Maintaining a Consumer
Loan Sales Culture
Karrie Marchese, VP Lending, Public Service Credit Union, Denver, CO
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Breakout Session: Consumer Loan Growth Strategies
Chris Oldag, Senior Vice President, Patelco Credit Union, San Francisco,
CA
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Breakout Session: Portfolio Strategies
Ralph Bonner, Senior Account Manager - Marketing Sales and Transactions,
Fannie Mae, Chicago, IL
Edward Dupcak, Director of Investment Services, NCUA, Alexandria, VA
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Breakout Session: E-Lending – Best Practices for Mortgage Loans
Moderator: Phil Greer, SVP Loan Administration, State Employees CU,
Raleigh, NC
Panelists: Judy Elrod, Director of Mortgage Lending, Boeing Employees’
CU, Tukwila, WA
Steve VanSickler, VP Mortgage Lending, Air Academy FCU, Colorado Springs,
CO
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Breakout Session: Portfolio Management Tools
Kent Potterton,VP-Operations, Baxter FCU, Vernon Hills, IL
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| TUESDAY, NOVEMBER 12 |
General Session: Innovative Approaches to Competing in
the Auto and Real Estate Markets
Charles W. “Chip” Filson, President, Callahan and Associates,
Inc.,Washington, D.C.
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Breakout Session: Mortgage Loan Growth Strategies: Helping
Members Capture Their Dreams
Joe Brancucci, VP - Chief Lending Officer, Boeing Employees’ CU,
Tukwila, WA
Dan Green, SVP, CUNA Mutual Mortgage Corporation, Madison, WI
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Breakout Session: Consumer Loan Porfolio Strategies Roundtable Discussion
Moderator: Mark Wilburn, SVP - CLO, 66 FCU, Bartlesville, OK
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Breakout Session: Want a Relationship? Turning a Loan Transaction
into a Relationship: Understanding and Acting on Needs
Gloria Green, Product Marketer, CUNA Mutual Group, Madison, WI
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Breakout Session: E-Lending
Rick Long, 2002 CUES Technology Executive of the Year/Chief Information
Officer, Pennsylvania State Employees’ CU, Harrisburg, PA
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Breakout Session: Credit Application Scorecards – Hear It From
The Expert
Angela Campese, Manager of Scoring Consulting & Analysis, Experian,
Atlanta, GA
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Breakout Session: Creating and Maintaining a Mortgage
Sales Culture
Shannon M. Forsyth, AVP/Sales Manager, Mortgage Banking, Air Academy FCU,
Colorado Springs, CO
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Breakout Session: The Impact of the Internet on Auto
Lending From the Consumer and Dealer Perspective
Jim Wardy, President, Pacific Automotive Financial Services, Lafayette,
CA
Tony Boutelle, President and CEO, CU Direct Corporation, Rancho Cucamonga,
CA
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| WEDNESDAY, NOVEMBER 13 |
Closing General Session: dreamBIG!
Kevin Carroll, “Katalyst” + Director of Leadership and Communication,
for Nike Leigh Bureau, Bridgewater, NJ
- For more information, contact Michael Humphry at Leigh
Bureau (902-253-0660) or e-mail Kevin directly (kevin.carroll@nike.com).
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(Excel file, updated 11/22/02)