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Conference Agenda

17th Annual
CUNA Lending Council Conference
November 6 - November 9, 2011
Sheraton | New Orleans, LA

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MONDAY, NOVEMBER 7

8:15 – 9:15 a.m.

KEYNOTE ADDRESS

Are You Still Relevant?
(aka “How to win more market share in a recovering economy.”)
Ross Shafer, Ross Shafer Seminars, Parker, CO
~ Sponsored by TransUnion

Presentation not available

9:45 – 11:00 a.m.

BREAKOUT SESSIONS (These sessions repeat)

MBL Workouts and Loss Mitigation
Bob Stowell, SVP/COO, US FCU, Burnsville, MN
Janice Maxwell, VP Business Lending Administration, Arizona State CU, Phoenix, AZ


Portfolio Mortgage Products – As a Key Component of Lending Strategies
Jon Paukovich, VP Mortgage Lending, Ent FCU, Colorado Springs, CO Dale Frankhouse, Director Business Services/Mortgage Lending, Sun FCU, Maumee, OH


Centralized vs. Decentralized Underwriting: A Panel Discussion
Rick Blood, VP Mortgage & Consumer Lending, US Federal CU, Farmington, MN
Phil Greer, SVP Loans, State Employees CU, Raleigh, NC
Wendy Rohrer, VP Consumer Lending, Summit CU, Madison, WI
~ Sponsored by Willow Capital Group

  • Presentation not available


Issues for Indirect Lending: A Panel Discussion
James Block, VP Consumer Lending, Baxter CU, Vernon Hills, IL
Keith Reynolds, Community President, CEFCU, Peoria, IL
Mike James, COO, Lending Insights, Ontario, CA
~ Sponsored by Lending Solutions, Inc.
2:00 –5:00 p.m.

MBL Lenders Roundtable - “A Three Hour Tour”
Bob Stowell, SVP/COO, US FCU, Burnsville, MN
Janice Maxwell, VP Business Lending Administration, Commercial Administration, Arizona State CU, Phoenix, AZ
~ Sponsored by SWBC
2:00– 3:15 p.m.

BREAKOUT SESSIONS

Loan Portfolio Management and Analysis
Steve Miller, Operations Director, Twenty Twenty Analytics, Clearwater, FL
~ Sponsored by Black Book

REO Management Best Practices   
Brian Best, SVP Member Solutions and CLO, GTE Federal CU, Tampa, FL
~ Sponsored by myCUmortgage

Credit Card Market Update: A New Opportunity?
Chuck Fagan, VP Sales, PSCU, St. Petersburg, FL

Lending Strategies and Trends
Patrick McElhenie, Corporate Sales Planner, Lending, CUNA Mutual Group, Madison, WI

 

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TUESDAY, NOVEMBER 8

8:00 – 9:00 a.m.

GENERAL SESSION

Seemingly Outrageous: Five New Strategies to Fire Up Lending – Now!              
Randy Harrington, President, Extreme Arts & Sciences, Eugene, OR
~ Sponsored by Fannie Mae

 
9:30 – 10:45 a.m.

BREAKOUT SESSIONS (all sessions repeat)

A-Maze-ing Business Lending: How to Make the Green and Avoid the Traps
Dave Purcell, VP Business Services/Real Estate Lending, Travis CU, Vacaville, CA
Fawn Terwilliger, VP Lending, Service CU, Portsmouth, NH
Jeff Schwalen, President, Hiway FCU, St. Paul, MN
~ Sponsored by Coastal Securities, Inc.

The Fannie Mae National Housing Survey          
Vivian P. Jenkins, Strategic Planning Analyst, Fannie Mae, Washington, DC
~ Sponsored by Fannie Mae

Successful Loan Promotion Ideas   
Stacy Fifield, VP Consumer Lending & Operations Support, Travis CU, Vacaville, CA
Anne Legg, VP Marketing, Cabrillo CU, San Diego, CA
Stacie Wyss-Schoenborn, VP Member Services, BECU, Tukwila, WA
~ Sponsored by Open Solutions, Inc.

Commercial Loan Underwriting: Avoiding Dangerous Pitfalls and Escaping Common Misconceptions
Jim Devine, Chairman/CEO, Hipereon, Inc., Redmond, WA
~ Sponsored by CRIF Lending Solutions

 
1:30– 2:45 p.m.

BREAKOUT SESSIONS (All sessions repeat)

Mortgage Loans after the Refinance Boom
Steve Richman, National Sales Trainer, Genworth Financial Mortgage Insurance, Raleigh, NC
~ Sponsored by Prime Alliance Loan Solutions Powered by Cenlar


Compliance Update for Lenders
Bill Klewin, Associate General Counsel, CUNA Mutual Group, Madison, WI
~ Sponsored by Silanis Technology


Maximize your LOS (Loan Origination System)
Linda Moynihan Vance, VP U.S. Information Services, Transunion, Chicago, IL
~ Sponsored by TransUnion

Housing and Mortgage Market Outlook
Frank Nothaft, VP/Chief Economist, Freddie Mac, McLean, VA
~ Sponsored by Federal Home Loan Bank System

 

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WEDNESDAY, NOVEMBER 9

8:30 – 9 :30 a.m.

GENERAL SESSION

Life without Fannie and Freddie, What Can Be Done Now?
George Hofheimer, Chief Research Officer, Filene Research Institute, Madison, WI
Mark Lynch, CU Field Coach, Mark Lynch Consulting, Sault Ste Marie, MI
Moderator: Bill Vogeney, SVP/Chief Lending Officer, Ent FCU, Colorado Springs, CO  
~ Sponsored by CMG Mortgage Insurance

 
9:30– 9:45 a.m.

NETWORKING BREAK

9:45 – 10:45 a.m.

CLOSING GENERAL SESSION

Leadership Strategies for a New Era
Mark Sievewright, President, CU Solutions Group, FiServ, Brookfield, WI
~ Sponsored by Newtek Business Services, Inc.

  • Presentation not available

 

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Hotel and Travel

Sheraton New Orleans

Attractions

What people said about past Lending Conferences...

 

This is the premier credit union lending conference. There is no excuse for a lender serious about their career, and serious about helping their credit union, to pass this conference.

I have been to many conferences in the past and this was, by far, the best investment of my time and the credit union's money.

This was my first CUNA Lending Conference and I can't wait to attend another one!

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