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Business Development and marketing Conference
And
26th Annual Bottom Line Conference

February 17 - 22, 2008
Paris Las Vegas
Las Vegas, Nevada

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AGENDA
Tentative Schedule - Subject To Change

Sunday, February 17, 2008
2:00 p.m. - 4:00 p.m. Complimentary Session Sponsored by DealerTrack and CU I/D
Click here for details
5:30 p.m. - 7:00 p.m. Business Development/Marketing Conference Registration
6:00 p.m. to 7:00 p.m.* "Welcome to Las Vegas" Reception

Monday, February 18, 2008
Business Development/Marketing Conference Begins
8:30 a.m. to 3:00 p.m. Business Development/Marketing Conference Registration
8:45 a.m. to 9:00 a.m. Introduction
9:00 a.m. to 9:45 a.m. Can Credit Unions Grow and Remain Relevant to Consumers in 2012?

Mark Weber
President/CEO
Weber Marketing Group
9:45 a.m. to 10:30 a.m. Innovation Through Collaboration

Brad Keiser
EVP/Business Development
Shared Resource Technology Group
10:30 a.m. to 10:45 a.m. Networking/Refreshment Break
10:45 a.m. to 11:45 a.m. Building Corporate Culture

Nader Moghaddam
CEO
Financial Partners Credit Union
11:45 a.m. to 12:30 p.m. Membership Relationship

Paul Timm, PHD
Member Loyalty Consultant/Trainer
12:30 p.m. - 1:30 p.m.* Group Luncheon - Co-Sponsored by Cypress Software Systems
1:30 p.m. to 2:30 p.m. Using Software Automation to Cross-Sell and Improve Member Experience

Steve Sargent
CEO
Cypress Software Systems
2:30 p.m. to 3:30 p.m. Maximizing the Effectiveness of Your Marketing Department
Bill McKenna
President
Marketing Partners, Inc.
3:30 p.m. to 3:45 p.m. Wrap-up

Tuesday, February 19, 2008
Business Development/Marketing Conference
8:00 a.m. to 9:00 a.m.* Sit-down Breakfast
9:00 a.m. to 9:05 a.m. Opening Remarks
9:05 a.m. to 10:00 a.m. The Kiosk Revolution

David Drain
Executive Director
Self-Service & Kiosk Association (SSKA)
10:00 a.m. to 10:15 a.m. Networking/Refreshment Break
10:15 a.m. to 11:00 a.m.

Member Business Lending

Kent Moon
President
Member Business Lending
11:00 a.m. to 12:00 p.m. Think Young, Think Different...Think Growth

Karen Morgan
Senior Vice President of Marketing and Communications
CU Associations of Colorado and Wyoming
12:00 p.m. to 12:15 p.m. Wrap-up
1:30 p.m. to 4:45 p.m.

 

Post Conference / PreConference Workshop
Tuesday, February 19, 2008
  Whether you're attending the Business Development/Marketing Conference, the 26th Annual Bottom Line Conference, or both, the "Strategic Branding" Post/PreConference is an invaluable addition to your conference experience.
 

Strategic Branding

Presented by Tom Glatt, Jr.
President/Executive Consultant
Glatt Consulting, LLC
 

1:00 – 1:15 p.m.        Introduction

1:15 – 2:30 p.m.        Post/PreConference Workshop

2:30 – 2:45 p.m.        Networking/Refreshment Break

2:45 – 4:45 p.m.        Post/PreConference Workshop (Continued)

4:45 - 5:00 p.m.        Wrap-Up

Tom Glatt, Jr.  is an Executive Consultant with Glatt Consulting, LLC. Tom began his financial services career as a member service representative at Mid-Atlantic Federal Credit Union, ultimately serving as Mortgage Specialist for CommonWealth One FCU.  

Tom joined credit union consulting firm Counter Intelligence Associates in 1996 as an Associate Consultant and soon thereafter was promoted to Executive Vice President. In his role as consultant Tom facilitated strategic planning sessions for credit unions from New Jersey to Alaska. As Executive Vice President, Tom was responsible for establishing the firm’s technological solutions. Offerings in this category included website development and maintenance, website hosting, and the company’s well-known Internet broadcast division CIA Studios. Prior to departing CIA to form Glatt Consulting, Tom negotiated the sale of CIA Studios to WesCorp, a corporate credit union located in California.  

Tom is a frequent speaker throughout the United States in all areas of planning and strategy, and has appeared as a speaker at the Southwest CUNA Management School, National Association of Federal Credit Unions Annual Conference, CU Conferences’ Bottom Line and InfoTech Conferences, and at numerous league and chapter meetings. 

Tom holds a Bachelor of Science degree in Business Administration from Mary Washington College and is a graduate of NAFCU’s Management Development Institute.


Just $195. Separate registration required.
5:00 p.m. to 6:00 p.m. Registration for 26th Annual Bottom Line Conference
6:00 p.m. - 7:00 p.m.* Reception: Whether you're leaving Las Vegas, just arriving for the Bottom Line Conference or, like most, attending both events, here's another chance to enjoy cocktails and the company of other credit union pros from across the nation.

Wednesday, February 20, 2008
26th Annual Bottom Line Conference
8:00 a.m. to 9:00 a.m.* Sit-down Breakfast
9:00 a.m. to 9:15 a.m. Opening Remarks
9:15 a.m. to 10:15 a.m. Create "Buzz" Increase the Bottom Line

Dee Burks
Contributing Editor
Credit Union Business Magazine
10:15 a.m. to 10:30 a.m. Networking/Refreshment Break
10:30 a.m. to 11:30 a.m.

Don't Sell - Build Lasting Relationships Instead!

Sean McDonald
Director of Business Development & Marketing
Liberty Savings FCU
11:30 a.m. to 12:30 p.m. Analyze Your Competition

Tom Glatt, Jr.
President/Executive Consultant
Glatt Consulting, LLC
12:30 p.m. - 1:30 p.m.* Group Luncheon
1:30 p.m. to 2:15 p.m. Are You Paying Your CEO Too Much or Too Little?

Joe Tripalin
Principal
OM Financial Associates, LLC
2:15 p.m. to 3:45 p.m. Reverse Mortgages

Andy Berry
Reverse Mortgage Specialist
CU Members Mortgage
3:45 p.m. to 4:00 p.m. Wrap-up

Thursday, February 21, 2008
26th Annual Bottom Line Conference
8:00 a.m. to 9:00 a.m.* Sit-down Breakfast
9:00 a.m. to 9:15 a.m. Opening Remarks
9:15 a.m. to 10:15 a.m. Working Together Works! Six Essential Strategies for Maximizing Today's Changing Workforce

Teri Bosley
President/Founder
Monarch Performance Group, LLC
10:15 a.m. to 10:30 a.m. Networking/Refreshment Break
10:30 a.m. to 11:30 a.m. Biometrics in Financial Institutions: Now and In The Future

Barbara Cure
eCommerce Consultant
NCR
11:30 a.m. to 12:30 p.m. Strategies for Reaching Minority Markets

Juan Hernandez
Former Member of Mexican President Vicnete Fox's Cabinet
Author of "The New American Pioneers."
12:30 p.m. to 12:45 p.m. Wrap - Up
Friday, February 22, 2008
  Travel Day... Have a safe trip home!
* Bring Your Registered Spouse/Guest To These Events
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