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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

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  4. If you have difficulties, contact Councils Web Manager Christopher Morris

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MONDAY, NOVEMBER 3

8:15 – 9:30 a.m.

KEYNOTE ADDRESS

BOOM! 7 Choices for Blowing the Doors Off Business-as-Usual
Dr. Kevin Freiberg, President/CEO, Freibergs.com, San Diego, CA

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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

Hot Collection and Bankruptcy Topics in an Economic Downturn
Michelle Bertolino, Attorney, Farleigh, Wada, Witt, Portland, OR and James Carden, AVP Collections, HarborOne, Credit Union, Brockton, MA

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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

Home Equity Lending Risk Strategies
Eric Smith, Sr. Consultant, Equifax Analytical Services, Equifax, Atlanta, GA and Don Gross, SVP, Solutions in Finance

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

Open End Lending: Reg Z Impacts to your Credit Union
Bill Klewin, Associate General Counsel, CUNA Mutual Group, Madison, WI

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TUESDAY, NOVEMBER 4

8:00 – 9:15 a.m.

GENERAL SESSION

Last Man Down: A Firefighter's Story
Richard Picciotto, Retired NYC Fire Chief, New York, NY

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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

Mortgage Lending Strategies for Today's Economic Environment
Amy Crews Cutts, Deputy Chief Economist, Freddie Mac, McLean, VA

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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)

Opportunities in Mortgage Lending
Beth Millstein, Director of Marketing, Fannie Mae, Washington, D.C.

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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

10:15– 11:30 a.m.

CLOSING GENERAL SESSION

Check the Conversation! "Accepting Personal Responsibility for Everything in your Life."
Mike Jones, Discover Leadership Training, Houston, TX

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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.