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Presentations

Eleventh Annual CUNA Lending Council Conference
November 6-9, 2005
Miami Beach, Florida

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View events for:
Monday, Nov 7 | Tuesday, Nov 8 | Wednesday, Nov 9

MONDAY, NOVEMBER 7, 2005

8:00-9:30 am

Opening General Session
State of the "Credit" Union Address
Sponsored by Equifax
Dick Ensweiler, President, Texas Credit Union League, Dallas, TX

  • Download Presentation (No Presentation Available)
9:45-11:00 am

Breakout Sessions:

#1 - Pay Day Lending -The Credit Union Way
Lois Kitsch, Director of Special Projects, Filene Research Institute - Repeats

#2 - Portfolio Stratego
Strategies for Mortgage Asset Management
 Stephen R. Pawlowski, Director Transaction Management and
Aiman Beg, Fannie Mae

#3 - The Pendulum Swings Back:
A Leader's Guide to the new Bankruptcy Act
Jeff Kurtzman, Esquire Klehr, Harrison, Harvey, Branzburg, Ellers, LLP.

#4 - Effectively Managing Default Risks
Steve Martin, VP, CUNA Mutual - Repeats

11:15-12:30 pm

Breakout Sessions

Mortgage Market Update
Dave McCraw, Director of Sales, Community Lending, Freddie Mac
Does not repeat

  • Download Presentation (No Presentation Available)
2:15-3:30 pm

Breakout Sessions:

#1 - Indirect Lending Risk: An Examiner and CU Perspective)
Matthew Bilirious, Examiner, NCUA
David Purcell, VP Lending, Travis CU

#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

  • Download Presentation (No Presentation Available)

#3- Gifts from Congress – A Regulato ry Update
Hal Scoggins, Attorney, Farleigh Witt
Sponsored by Harland Financial Solutions

#4 - Providing Business Services
– Build it or Buy it?
Dennis Beaver, Principal, Hill Creek Consulting - Repeats
Sponsored by Covarity

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TUESDAY, NOVEMBER 8, 2005

8:00-9:15 am

General Session:
Blow the Doors Off Service as Usual
Jackie Freiberg
Sponsored by Genworth Financial

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

#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

#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

#4 - Fraud – ZTTF (Zero Tolerance to Fraud)
Laymen Grant, Manager, Internal Audit / Security / Investigations,
Franklin Mint FCU – Repeats
Sponsored by Cenlar FSB

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

#2- Home Equity Marketing and Revitalization
Mike Moeb, Chairman, Moebs Services, Inc.
Cliff Mower, Manager, Equity Lending, Navy FCU
– Repeats
Sponsored by TCI

#3 - Getting to “Yes” in an Electronic Age
Holly Towle, Partner, Preston, Gates and Ellis LLP
– Repeats
Sponsored by National Liquidators

#4 - New Perspectives on Manufactured Housing:
Chris Stinebert, President, Manufactured Housing Institute – Repeats

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WEDNESDAY, NOVEMBER 9, 2005

8:00–9:45 a.m.

General Session –
Speaking Theme: The Amish and Technology
A Common Sense Strategy!
Mark Adams, EnthusiAdams, Inc. Services

10:00–11:30 a.m.

Closing General Session
Failure is not Final
Scott Waddle, Acclaimed Naval Officer / Leadership Expert
Sponsored by S1 Coorporation

  • Download Presentation (No Presentation Available)

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

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Conference Agenda

Past Conferences

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Conference Home

 

Sponsorship Info

Partners in Lending

Additional Partners Info

Thanks '05 Sponsors

 

Attendee Resources

Agenda

Conf. Presentations



Hotel and Travel

Loews Miami Beach Hotel

Weather

Attractions

The City

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

 

 

What people said about past Lending Conferences...

 

- · 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.