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Agenda-At-A-Glance

   

 

 
Wednesday, September 10
1:00 - 2:45 pm
Pre-Forum Session
Mortgages, the Mortgage Market, and the Effect on
Credit Unions
  Eileen O'Grady, President, Elliott Bay Associates
  Ron Koza, Chief Investment Officer, Members United
Corporate FCU
  Jim Toliver, Executive Director, Advisory Services
Balance Sheet Solutions, LLC
2:45 - 3:00 pm Break
3:00 - 4:00 pm Roundtable Discussion with moderator, Mike Lee
4:30 - 6:30 pm Welcome Cocktail Reception
  Dinner on your own
   
Thursday, September 11
7:00 - 8:15 am Breakfast Buffet
8:15 - 8:20 am Welcome - Mike Lee and Tom Moore
8:20 - 8:45 am Dislocated Markets and Impact on Members United -
Joseph P. Herbst
8:45 - 9:45 am NCUA Update - Rodney Hood, Vice Chairman, NCUA
9:45 - 10:00 am Break
10:00 - 11:15 am
Growth - Credit Union Panel Discussion with moderator, Mike Lee
  SEG Growth - Ron Collier, Indiana Members Credit Union
  New Lending Opportunities - Chuck Smith, Senior Vice President, Director of Lending, San Antonio Federal Credit Union
  Merger as Growth Strategy - Shawn Hanson, President/CEO, Marine Credit Union
11:15 - 11:30 am Break
11:30 am - 12:30 pm The Economy, The Markets, Your Credit Union - Bill Hampel, Senior Vice President of Research and Policy Analysis and Chief Economist, CUNA
12:30 - 1:45 pm Lunch Buffet
1:45 - 2:45 pm Breakout Sessions
  NCUA: What's on the Front Burner? - Alonzo Swann, Regional Director of the Region III, NCUA
  Enterprise Risk Management - Larry Harmon, Chief Risk Officer, Members United Corporate FCU
  Adding Value to the Credit Union Investment Portfolio in Today’s Market - Tom Slefinger, Senior Director of Trading, Balance Sheet Solutions, LLC
2:45 - 3:00 pm Break
3:00 - 4:00 pm Breakout Sessions (Three choices repeated from above)
4:30 - 6:00 pm Cocktail Reception
  Dinner on your own
   
Friday, September 12
7:00 - 8:00 am Breakfast Buffet
8:00 - 9:00 am The Economy at the Credit Union Level - Kevin Hassett, Director of Economic Policy Studies, American Enterprise Institute and Senior Economic Advisor to John McCain
9:00 - 10:00 am The Economy at a Macro Level - Nick Perna,
10:00 - 10:15 am Break
10:15 - 11:15 am Debate - How the Presidential Election May Impact Policy
Participants: Kevin Hassett and Nick Perna with moderator
Mike Lee