WEDNESDAY
9:15–10:15 a.m. –
Opening General Session
Boxed In: Competitive Threats from Banks, Brokerages, Home Depot, and Wal-Mart
Ron Galloway, Author and Filmmaker
Picture this: if just five percent of the people who walk into one of Wal-Mart's 2,700 stores in one week opened a $3,000 deposit account, Wal-Mart would raise $20 billion that week alone! This is but one example of the challenge we face as financial service firms and retailers leverage their existing distribution footprints to grab a larger share of the financial services market–all while bankers continue to thwart legislation beneficial to credit unions. If you are left wondering what credit unions can do, don't miss this session!
11 a.m.–Noon –
Breakout Sessions
The 'Why' Behind Generation Y's Financial Decisions
Daniel Penrod, Industry Analyst, California and Nevada Credit Union Leagues
Mountains of data are available on what Gen Y is buying, but this session will give you insight into why they buy it. Using actual responses and information gathered directly from the demographic, as well as secondary data, analysis, and commentary, this session will discuss: why Gen Yers chose the financial institution they opened their first account with; what order they opened the accounts in; how they view CUs versus banks; what would get them to change financial institutions; among other things.
Boomers as Seniors – Retiree Strategies
Jeff Hunt, CUNA Mutual Group
There are over 14 million credit union members aged 55-64 years. Upon retirement, many members leave credit unions and form strong relationships with banks, investment firms, and other financial institutions. Learn what Boomers really want from a financial partner and receive practical, concrete advice on what you need to deliver to build strong member relationships that will last throughout their retirement years.
Sarbanes-Oxley and Your Credit Union
Karen Saul and Michelle Kerin, Attorneys, Farleigh Wada Witt
Sarbanes-Oxley Act compliance can be costly and laborious. A solid understanding of the act is the key to properly meeting this challenge. In this presentation, you will learn which Sarbanes-Oxley provisions apply to credit unions, and how to implement effective practices to fulfill your statutory duties.
2–3 p.m. –
General Session
EXTRA! EXTRA! Read–and Wonder–All About It
Frank Diekmann, Publisher, The Credit Union Journal
Lately, the news about credit unions has been thick with phrases like "charter conversions," "hostile takeovers," "mergers," and "fears for the future." However, the gloom-and-doom headlines obscure many bright opportunities. At this revealing session, Frank will analyze today's news and explain why he believes credit unions are more relevant than ever–if they recognize where their strengths lie.
4–5 p.m. –
Breakout Sessions
The 'Why' Behind Generation Y's Financial Decisions
Daniel Penrod, Industry Analyst, California and Nevada Credit Union Leagues
(This session is a repeat from 11 a.m.)
Boomers as Seniors – Retiree Strategies
Jeff Hunt, CUNA Mutual Group
(This session is a repeat from 11 a.m.)
Remote Possibilities
Sarah Canepa Bang, President and CEO, FSCC
Younger, high-tech consumers will soon choose whether banks or credit unions are the more convenient providers of financial services. To this consumer group, convenience includes 24/7 electronic access. Last year, the credit union movement launched more than 2,000 full-service shared branch kiosks at 7-Elevens nationwide. We may have a head start on the banks, but it will not last long. Now is our chance to sign them up first– rather than convince them to switch later! Catch this session to learn the latest in serving members using kiosks, remote deposit, mobile, shared branching, and more.
6:30–9:30 p.m.
Gala Awards Banquet (additional fee required)
Join us for our annual Gala Awards Banquet honoring key people in our community. In keeping with the green theme of this year's convention, we will serve a delicious menu of locally grown, sustainable food and use sustainable decorations. Being green will never be so much fun!
THURSDAY
9–10 a.m.
General Session
Is It Over Yet? The Economic Outlook for 2009
John Mitchell, Ph.D., Economist, M & H Consultants
The year 2008 has clearly been a turbulent one for the economy. What is the outlook for 2009? Will the recession that many economists believe occurred in 2008 be over? Join us for an overview of both the Oregon and national economies from noted Portland economist John Mitchell as he explores these timely issues.
10:45–11:45 a.m.
Breakout Sessions
Legal Update
Brian Witt and Hal Scoggins, Attorneys, Farleigh Wada Witt
In a quickly changing marketplace, regulations govern your credit union's everyday operations to help you and your staff stay compliant. At this session, these legal experts will address legislation and the latest regulatory changes which directly affect your credit union. This always-popular session will help you stay on top of the latest developments!
Greening Your Credit Union
Andrea Harris, Director, Community Leadership, Vancity CU
Organizations of all types are increasingly aware of the need to consider the environmental consequences of their actions. Whether the issue is saving energy and money, reducing waste and pollution produced by an event, or protecting human health, there are numerous steps credit unions can take to reduce adverse environmental consequences. Join us for a detailed account of what our friends at Vancity have been doing to green their institution.
Technology Tackles Fraud
Eileen Purdy, Product Manager, Southwest Corporate FCU
Studies show that while check writing is decreasing every year, check fraud attempts and losses are increasing. In fact, there were twice as many check fraud attempts and losses in 2006 than in 2003. With individual consumers bearing the brunt of check fraud losses, how will you keep your members– and your credit union–safe from this threat? Eileen will share current check fraud statistics and discuss emerging processes that help prevent check fraud.
1:30–3 p.m.
General Session
Corporate Social Responsibility: A Duty and a Privilege
Andrea Harris, Director, Community Leadership, Vancity CU
Like many other organizations, credit unions can achieve a high level of success by embracing socially responsible business practices. Learn how credit unions can better serve low-wealth households and others in need of affordable financial services, and how serving these largely untapped but emerging markets creates a convergence of community outreach and business opportunities where credit unions can grow and prosper.
5–10 p.m.
Credit Unions for Kids Auction and Dinner
Credit Unions in Oregon and SW Washington have been raising money for Credit Unions for Kids for 22 years. Please join us for a fun-filled evening!
FRIDAY
9–10 a.m.
Closing General Session
What Difference You Make in a Day
Joshua Sundquist, Member, 2006 US Paralympic Ski Team
With a refreshing blend of energy and humor, Joshua will give you an unforgettable reminder of the difference you make each and every day, and he'll inspire you to continue making a difference. Joshua will share true stories from his life, from the laugh-out-loud variety to the heartwarming– losing his leg to cancer, ski racing in the Paralympics, and playing practical jokes with his artificial leg–to give practical motivation for overcoming adversity and appreciating life. As you listen, you'll be reminded of the invaluable role you play in helping make your workplace, organization, and the world a better place.
10:15–11:45 a.m.
72nd Annual Business Meeting
Voting representatives from the Association's member credit unions will meet to have a voice in the decisions that shape the future of the Oregon credit union movement. Non-voting representatives are encouraged to attend this important meeting to witness the process and gain insight into the movement's past and future issues. |
