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Venue


The Ritz-Carlton Orlando, Grande Lakes
4012 Central Florida Parkway
Orlando, FL 32837
Tel: (407) 206-2400

Conference Agenda

Wednesday, May 29, 2013

3:00 p.m. -
Registration Opens
4:00 p.m. -
The Mobile & Payments Future
Brian Scott, Vice President, THE MEMBERS GROUP
Caroline Willard, Executive Vice President, Markets and Strategy, CO-OP FINANCIAL SERVICES
Mike Kelly, Chief Executive Officer, PSCU
Bill Lehman, Vice President, Portfolio Consulting, CSCU
5:30 p.m. -
Health Care Exchanges: Prescription For Revenue?
Wayne Benson, CEO, EPL
Josh Hilgers, President, HEALTH PARTNERS AMERICA
6:15 p.m. - 7:15 p.m.
Wine and Cheese Reception

Thursday, May 30, 2013

7:15 a.m. -
Registration and Continental Breakfast
8:00 a.m. -
Chairman’s Opening Remarks
Frank Diekmann, Publisher, CREDIT UNION JOURNAL
8:15 a.m. -
Keynote Address: From Toast To Turnaround
John Tippets, Former Interim CEO, North Island Credit Union, FORMER CEO, AMERICAN AIRLINES FCU
9:00 a.m. -
Pioneering Growth: How One CU Has Done It
Dan McGowan, EVP and CFO, PIONEER WEST FEDERAL CREDIT UNION
9:45 a.m. -
Midwestern Success Stories
Jeff Disterhoft, President and CEO, UNIVERSITY OF IOWA COMMUNITY CREDIT UNION
Mark Shobe, President/CEO, DFCU FINANCIAL CREDIT UNION
10:30 a.m. -
Networking and Refreshment Break in Exhibit Hall
11:00 a.m. -
Two Unique Community Ideas
Chad Burney, SVP Virtual Banking & CIO, GTE FINANCIAL
Mona Joseph, Vice President, Business Development, WESTSTAR CREDIT UNION
11:45 a.m. -
The Power of Going Local
Michael Poulos, President/CEO, MICHIGAN FIRST CREDIT UNION
Amanda Brenneman, Business Development Officer, MAPS CREDIT UNION
12:30 p.m. -
Lunch

Sponsored by:

1:30 p.m. -
Dessert in the Exhibit Hall
2:00 p.m. -
Lending Trends & Growing Loans
Stephanie Christensen, Direct Sales Specialist, Loan Generation Marketing, CUNA MUTUAL GROUP
2:45 p.m. -
The Overlooked Majority: Women
Sue Malo, AVP - Business Development, CCUE, GREAT LAKES CREDIT UNION
3:15 p.m. -
Networking and Refreshment Break in Exhibit Hall
3:45 p.m. -
Brands & Bands Across the Land
Paul Lucas, Credit Union Consultant
Roy MacKinnon, Vice President, FIRST ENTERTAINMENT CREDIT UNION
4:30 p.m. -
Big First Day Q&A
5:15 p.m. - 6:15 p.m.
Networking Reception

Friday, May 31, 2013

7:30 a.m. -
Registration Opens
8:00 a.m. -
Chairman's Recap of Day One
Frank Diekmann, Publisher, CREDIT UNION JOURNAL
8:15 a.m. -
Small Budget, Big Imagination
Bo McDonald, President, YOUR MARKETING CO.
9:00 a.m. -
Breakfast in Exhibit Hall
9:45 a.m. -
Is There Something To ‘Like’ In Making Loans Via Facebook
Joseariel Gomez, CEO, SHASTIC
10:30 a.m. -
The New Opportunities In Going Old School: SEGs & Corporate Relationships
Eileen Cherry Clark, Corporate Relationship Management, BAXTER CREDIT UNION
11:15 a.m. -
Get Onboard Or Get Derailed
Andy Reed, Manager, Business Development, AMERICAN AIRLINES CREDIT UNION
Tom Berdan, Vice President of Product Management, HARLAND FINANCIAL SERVICES
12:00 p.m. -
Conference Concludes