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Speaker Presentations

Ninth Annual CUNA Lending Council Conference
November 2-5, 2003
Indian Wells, CA

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MONDAY, NOVEMBER 3

Developing Human Potential
Kevin Carroll, Katalyst, Nike

Reinventing the consumer lending experience from the member’s perspective
Chris Oldag, Senior Vice President, Patelco CU

Technology Vendors: How Do I Choose?
Isaac J. Losch, Software Support Manager, PSECU

Technology Vendor Selection
Renee Gauthier, IT Program Manager for Lending, Boeing ECU

Using the Secondary Mortgage Market to Better Serve Members
Carol Sheffler, Freddie Mac

Avoid the Charge Off — Retain The Member…Creative Loan Servicing Techniques
Bob Klufas, Account Mitigation Manager, BECU



TUESDAY, NOVEMBER 4

The Future Ain't What It Used to Be
Patrick Adams, Executive VP, St. Louis Community CU

Credit cards — What’s New? New Innovative Payment Solutions
David Russell, Director Product Delivery, MasterCard International

Successful Consumer Loan Marketing Stragegies
Lloyd Gill, COO, City County CU

Marketing Ideas For 2003
Kim Yarnelli, VP Mortgage Lending, GTE FCU

There Is Life After the Refinance Boom — Strategies to Build A Purchase Money Mortgage Program
Tracy Ashfield, President, Strategic Mortgage Solutions

Are You Committing Financial 'Malpractice' With Your Members?
Mark Andrews

Creating a Relationship Pricing Program —Considerations from a Financial Perspective
Michael T. Quamma, Director Finance, BECU

Owners Club and Relationship Pricing
Gary Skraba, Vice President Marketing, First Financial CU

How to package and market your business lending program
Deborah Watterson, AVP/MEMBERS Marketing Source, CUNA Mutual Group

Building New Member Service Relationships from Loan Servicing
Troy Hall, SVP of Sales and Marketing, Telhio CU


WEDNESDAY, NOVEMBER 5

General Session: Successful credit union lending partnerships — indirect lending, mortgage loans, and credit card processing

Tony Boutelle, President & CEO, Credit Union Direct Lending

Douglas P. Clark, Chair & CEO, Homeowners Mortgage Enterprises, Inc.

Chris A. Leggett, Director of National Sales, PSCU Financial Services, Inc.