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ANNUAL CUSO CONFERENCE
 December 8 - 11. 2008

TradeWinds Island Grand Resort, St. Petersburg, Florida

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Monday, December 8, 2008
11:30 p.m. to 1:00 p.m.

Conference Registration
1:00 p.m. to 1:15 p.m. Introduction
1:15 p.m. to 2:15 p.m. Topic and Speaker TBA
2:15 p.m. to 2:30 p.m. Networking/Refreshment Break
2:30 p.m. to 3:30 p.m.

Protection for Your CUSO's Fee-Based Services

Jim Hunt, CPCU, ARe, ASLI
CUP Staff Underwriting Specialist
 CUNA Mutual Group
3:30 p.m. to 3:45 p.m. Day in Review
5:00 p.m. to 6:00 p.m.* Welcome Reception
*Your Registered Spouse or Guest is welcome at these events.
 
Tuesday - December 9, 2008
8:00 -  9:00 a.m.*

Sit-down Breakfast
9:00 – 9:15 a.m.

Introduction

Walt Agius
President/CEO
CU Professional Services
9:15 - 10:15 a.m.

The Business and Politics of CUSO Ventures

Grace Mayo
President/CEO
Telesis Community Credit Union
10:15 - 10:30 a.m.  Networking/Refreshment Break
10:30 - 11:30 a.m. 

The Changing Business Model and Role for The CUSO
Walt Agius
President/CEO
Professional Services
11:30 a.m.  - 12:30 p.m.*

Growing Member Relationships and Assets

Valorie Seyfert
President/CEO
CU Financial Services
12:30 - 1:30 p..m.* Group Luncheon
1:30 - 2:30 p.m.

A Guided Model of a Successful CUSO

Chuck Fagan
Chief Sales Officer
PSCU Financial Services
2:30 p.m. - 2:45 p.m. Networking/Refreshment Break
2:45 - 3:45 p.m. Panel Discussion

Do you wonder what you can do to better your current member services? Do you wonder what services other credit unions are offering that you’re not – but should be offering? Do you sometimes feel like your credit union is the only credit union experiencing challenges with member services?

Have these and other important questions answered during this informative interactive session. A must-attend session.
3:45 - 4:00 p.m. Day in Review
 
Wednesday - December 10, 2008
8:00- 9:00 a.m.* Sit-Down Breakfast

9:00 - 9:05 a.m.

 Opening Remarks

9:05 - 10:00 a.m.

How CUSO Collaborations are Transforming the Credit Union Industry

Katherine Weber
Attorney/Partner
Messick & Weber, P.C.
10:00 - 10:15 a.m. Networking/Refreshment Break
10:15 - 11:15 a.m.

Topic and Speaker TBA
11:15 a.m. - 12:15 p.m.

Integrating CUSO Products/Services with Credit Union Products/Services

Grace Mayo
President/CEO
Telesis Community Credit Union
12:15 - 12:30 p.m. Day in Review
 
Thursday - December 11, 2008
 

Thursday is a travel day. Please have a safe trip home.

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