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Presentations

14th Annual
CUNA Lending Council Conference
November 2-5, 2008
JW Marriott Grande Lakes | Orlando, FL

View presentations for:
Monday, Nov 3 | Tuesday, Nov 4 | Wednesday, Nov 5

To download presentations:

  1. Click on any presentation link.You must be registered for the conference to download presentations.
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  3. Some documents come in both PDF and PowerPoint. The documents are the same - download your personal preference.
  4. If you have difficulties, contact Councils Web Manager Christopher Morris

Note: If you are having trouble downloading a file, try right clicking and selecting "Save Target As...".

MONDAY, NOVEMBER 3

9:45 – 11:00 a.m.

BREAKOUT SESSIONS (These sessions repeat)

Designing a Loan Department that will Kick Butt and Take Names
Brett Christianson, Owner, CU Lending Advice, LLC, Euless, TX

The Mortgage Meltdown: Tools and Tactics – A Panel Discussion
Dave Purcell, VP Buesiness Serveices, RE Lending, Travis CU, Vacaville, CA; Dale Frankhouse, Director Lending, Sun FCU, Maumee, OH and Don Genevie, VP/Real Estate, Grow Financial Federal Credit Union, FL

Underwriting Risk for Underbanked and Underserved Consumers
Linda Moynihan Vance, VP Credit Unions, TransUnion, LLC, Milwaukee, WI and Ezra Becker, Principal Consultant for Financial Services, TransUnion, LLC, Chicago, IL

2:00 – 5:00 p.m.

BONUS SESSION

Experienced Business Lenders Roundtable
Doug Benzine, VP Research and Advisory Services, Credit Union National Association, Madison, WI

2:00– 3:15 p.m.

BREAKOUT SESSIONS (these sessions repeat)

To Do or Not To Do: Indirect vs. Direct Auto Lending
Mark Andrews, VP/Sales and Marketing, Clark County CU, Las Vegas, NV and Brian Crum, VP Lending, Forum Credit Union, Indianapolis, IN

Young Adults and Credit Unions: Partnering with mY Generation for Success
Josh Jones, Manager Youth Programs, Credit Union National Association, Madison, WI

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TUESDAY, NOVEMBER 4

9:30 – 10:45 a.m.

BREAKOUT SESSIONS (these sessions repeat)

MBL Damage Control
Margaret Ross, Member Business Loan Program Officer, NCUA and Robert Stowell, SVP/COO, US Federal Credit Union, Burnsville, MN

Reverse Mortgages
Beth Brunner Lee, VP, Members Trust Company, Tampa, FL

Making Loans During Tough Times - Seize The Opportunity!
Doug Benzine, VP Research and Advisory Services, Credit Union National Association, Madison, WI

1:30– 2:45 p.m.

BREAKOUT SESSIONS
(These sessions repeat - except where noted)

Business Lending 101
Chuck Anderson, SVP Business Banking, Arizona State CU, Phoenix, AZ

Hottest Topics in Lending Compliance
John DeLoach, Attorney/Shareholder, William Gautier Law Firm, Tallahassee, FL

Building Members from Indirect Borrowers: Lessons Learned
Heather Thiltgen, VP Consumer Segment Programs, CUNA Mutual Group, Madison, WI, and Pierre Cardenas, SVP-Retail, Amplify FCU, Austin, TX

3:00– 4:15 p.m.

BREAKOUT SESSIONS REPEAT (except where noted above)

Business Lending 201: Taking it to the Next Level (does not repeat)
Stephen Mackowitz, VP Commercial Lending, Digital FCU, Marlborough, MA

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WEDNESDAY, NOVEMBER 5

8:30 – 10:00 a.m.

GENERAL SESSION

Growth Strategies
Bob Hoel, PhD., Filene Fellow in Residence, Filene Research Institute, Middleton, WI

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Conference Agenda

Past Conferences

3 Reasons to Attend

Conference Home

 

Sponsorship Info

Partners in Lending

Thanks '08 Partners

 

Attendee Resources

Agenda

Conf. Presentations

Conf. Discussion Group

 

Hotel and Travel

JW Marriott

Attractions

About Orlando

 

 

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.