Golf Outing PSCU Financial Services Inc., United Guaranty, and Mortgagebot LLC cosponsor the golf outing on Sunday, November 6th. Transportation will be provided to the Miami Beach Golf Club a short distance from the hotel where a Continental breakfast will be served. Club rentals are available by calling the club pro at 305-532-3350.
For more details about he course go to www.miamibeachgolfclub.com. You must register for the golf outing. There is a charge of $85 for Council members and $190 for guests. The outing will be over in time for players to attend the pre-conference workshops.
1:00-6:00 pm
Registration & Internet Café Open Sponsored by APPRO Systems, Digital Insight, Intercontinental Warranty Services
2:30-5:30 pm
Pre-Conference Workshops Sponsored by Prime Alliance Solutions
Workshop I: SBA Lending Diane Gallion, Waterway Capital Management
How to draft an SBA department plan
Lender policies and procedures
Description of loan program parameters
SBA 7(a) eligibility (qualifying the borrower
Workshop II: Indirect auto lending
Larry Biernacki, President/CEO, Arkansas FCU
Mike James, VP Lending Services, Credit Union Direct Lending
Designing a successful and sound program
In-house versus outsourced programs
Pitfalls to avoid
How to manage the dealer relationship
Marketing for success
4:00-5:30 pm
Lending Technology Forum Open
6:00-7:30 pm
Welcome to Miami Reception Sponsored by CUNA Mutual Group
Mortgage Market Update
Dave McCraw, Director of Sales, Community Lending, Freddie Mac
Does not repeat
The mortgage industry is evolving at an ever-faster pace. Are you interested in learning how you can take advantage of the latest economic, demographic and mortgage product trends to give your members top-notch service while improving your bottom line? Come hear Freddie Mac discuss where the market is going and how you can take advantage of hot opportunities in the industry today.
12:30-2:00 pm
Lending Awards Luncheon Sponsored by CUNA Mutual Group
2:15-3:30 pm
Breakout Sessions:
#1 - Indirect Lending Risk: An Examiner and CU Perspective) William Dressen, Examiner, NCUA
David Purcell, VP Lending, Travis CU
How to survive an examination
Common problems and how to avoid them
How to structure a safe and sound program from a credit union perspective
#2- Mortgage Automation: No more paper, No more chase Panel with Deborah Atherton, Anheuser-Busch ECU
Mike Long, UW Credit Union
Joyce King, California Credit Union League
– Repeats
How automation assists process re-engineering
How you can shorten time-to-close by weeks
Understand the inter-relation between people, process and technology
#3- Gifts from Congress – A Regulato
ry Update Hal Scoggins, Attorney, Farleigh Witt
Sponsored by Harland Financial Solutions
FACT Act update – Hot topics and current status
Truth in Lending changes in the Bankruptcy Reform Act
Business lending – Avoiding the common problems
Overdraft Protection – Current issues and possible Reg. Z coverage
HMDA reporting for CU’s – Tips and traps
#4 - Providing Business Services
– Build it or Buy it? Dennis Beaver, Principal, Hill Creek Consulting - Repeats
Sponsored by Covarity
How to offer business services while maximizing revenue and minimizing risk
Resources available for the different program components
How to weigh pros and cons to make the best strategies
The critical checkpoints to determine whether to build or outsource certain components
Registration and Internet Café Open Sponsored by APPRO Systems, Digital Insight, Intercontinental Warranty Services
8:00-9:15 am
General Session:
Blow the Doors Off Service as Usual Jackie Freiberg Sponsored by Genworth Financial
9:15-9:30 am
Networking Break
Sponsored by ECU Technologies
9:30-10:45 am
Breakout Sessions:
#1 - Credit Cards – Grow or Sell? William Koo, CEO, AssetExchange
Brian Crawford, Chief Strategy Officer,
PSCU Financial Services
Steve Grech, VP Lending, Credit Union One – Repeats
Identify and analyze the pros and cons of selling versus keeping
How do you decide what solution is best for your credit union
Learn from real case studies
#2 - Strategic issues in Lending and Mortgage Lending to Members of Modest Means
Bill Hampel SVP- Research, Chief Economist, Credit Union National Association.
Sponsored by CU National
Current economic trends affecting lenders
Economic outlook for 2006 and beyond
How you can offer mortgages to members of modest means
#3 - Pre-Approvals Using Pre-Screening – What you don’t know can WOW you! Lloyd Gill, COO, City County CU
Traci Germain, SVP Marketing, GTEFCU
- Repeats
Sponsored by Ser Technology Corporation
Understand your options
How to structure a program with multiple offers in one
Understand the data and results
#4 - Fraud – ZTTF (Zero Tolerance to Fraud) Laymen Grant, Manager, Internal Audit / Security / Investigations,
Franklin Mint FCU – Repeats
Sponsored by Cenlar FSB
Why you need to develop a ZERO tolerance to fraud
The hidden cost of fraud
How the social security number works
Identify the red flags of application fraud
Current trends in plastic and other types of fraud
10:45-11:00 am
Networking Break
11:00-12:15 pm
Breakout Sessions Repeat of all 9:30 am Sessions
12:15-2:00 pm
Tenth Anniversary Celebration Lunch Drawings, Council News and Fun!
Sponsored by Allied Solutions
2:15-3:30 pm
Breakout Sessions:
#1 - Ramp Up Your Open-end Lending Program Bill Klewin, Assistant Vice President of CUNA Mutual Group
Suzanne Picard, Senior Vice President/Chief Operating Officer,
Commonwealth Central CU – Repeat
Building loan volume and member satisfaction
Assessing your paperwork and procedures
Delivering fast service
Marketing and promotion techniques
Review case studies
#2- Home Equity Marketing and Revitalization Mike Moeb, Chairman, Moebs Services, Inc.
Cliff Mower, Manager, Equity Lending, Navy FCU
– Repeats
Sponsored by TCI
Falling asleep at the wheel - Product development and innovation
How far can you go? - Alternative property value and title opportunity
Comparing apples and oranges - Marketing direction
Sleeping with the enemy - Competing with other lenders
#3 - Getting to “Yes” in an Electronic Age Holly Towle, Partner, Preston, Gates and Ellis LLP
– Repeats
Sponsored by National Liquidators
How you can design and develop an E-Lending strategy
Identify where lenders are going in the future (back to the future?)
Internal e-issues for lenders (e.g., e-commitments)
Regulatory basics (e.g., CIP, E-Sign 101(c))
Regulatory update (e.g., identity theft)
#4 - New Perspectives on Manufactured Housing: Chris Stinebert, President, Manufactured Housing Institute – Repeats
Manufactured / modular as an affordable housing alternative
Internet Café Open Sponsored by APPRO Systems, Digital Insight, Intercontinental Warranty Services
7:30-8:00 am
Continental Breakfast Sponsored by Auto Exam
8:00–9:45 a.m.
General Session –
Speaking Theme: The Amish and Technology
A Common Sense Strategy! Mark Adams, EnthusiAdams, Inc. Services
9:45–10:00 a.m.
Networking Break
10:00–11:30 a.m.
Closing General Session
Failure is not Final Scott Waddle, Acclaimed Naval Officer / Leadership Expert
Sponsored by S1 Coorporation
The value of the tenets integrity, accountability and responsibility in the leadership decision process.
A leader's accountability and responsibility cannot be delegated to subordinates. If something goes wrong, the leader buys it regardless of where he or she may be at the time of the event.
In the aftermath of an incident, it is not the outcome that is important as much as the manner in which an individual conducts him or herself.
Technology Forum Sponsors:
Allied Solutions
Charlie Mac LLC
CU Direct Corporation
CUNA Mutual Insurance Society
eCU Technology LLC
Fannie Mae
Fieldstone Mortgage Company
FORUM Solutions
Genworth Financial
IA Systems
Mortgagebot LLC
Prime Alliance Solutions, Inc.
S1 Corporation
Teres Solutions, Inc.
Teledata Communications Inc.
Additional 2005 Sponsors:
FORUM Solutions – for sponsoring the hotel key cards
MGIC – for sponsoring the conference CD
Certegy - for sponsoring conference padfolios
Balance – for sponsoring conference pens
The College Network – for sponsoring small pouch badge holders
Systems & Service Technologies – for sponsoring the conference tote bag
IA Systems – for sponsoring 10th Anniversary Gift
TransUnion - for sponsoring registration refreshments sponsor
Hotel information:
Loews Miami Beach Hotel
1601 Collins Avenue
Miami Beach, FL 331139
Reservations:
1-877-604-1601
Room Rate: $189 Single Occupancy
$189 Double Occupancy
plus 13% tax
- · I walked away with so much great information from the CUNA Lending Conference. They say that a successful conference is when you walk away with one great idea. I walked away with about 10 and can't wait to share them with others at the Credit Union.
- The Lending Council Conference is a great opportunity to share experiences, resources, and knowledge with a community of lenders from Credit Unions of all sizes. It truly embraces the credit union philosophy of "people helping people".
- · The CLC conference is the best education and networking opportunity available to credit union lenders.
