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ANNUAL CUSO CONFERENCE
 December 7 - 10. 2009

TradeWinds Island Grand Resort, St. Petersburg, Florida
Tentative Agenda - Subject to Change

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Monday, December 7, 2009
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.

The Beginning Stages of A CUSO

Vicki Van Bernstein
EVP/CFO
 PSCU Financial Services
2:15 p.m. to 2:30 p.m. Networking/Refreshment Break
2:30 p.m. to 3:45 p.m.

"Collaboration and Innovation" Cornerstones of Successful CUSOs

Walt Agius
Managing Partner/CEO
CU Lending Edge
3:45 p.m. to 4:00 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 8, 2009
8:00 -  9:00 a.m.*

Sit-down Breakfast
9:00 – 9:15 a.m.

Introduction
9:15 - 10:15 a.m.

Sales: CUSO Integration - Creating A United Front and Seamless Sales Force

Claudine Oriani
President
As If Productions, Developing Human Capital
10:15 - 10:30 a.m.  Networking/Refreshment Break
10:30 - 11:30 a.m. 

Topic TBD

Brian Lauer
Associate
Messick and Weber, PC
11:30 a.m.  - 12:30 p.m.*

Topic TBD

Grace Mayo
President/CEO
Telesis Community CU
12:30 - 1:30 p..m.* Group Luncheon
1:30 - 2:30 p.m.

Real Estate Lending Strategies for Your CUSO

Tracy Ashfield
Executive Vice President
Strategic Mortgage Solutions
2:30 - 3:30 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.
3:30 - 3:45 p.m. Day in Review
 
Wednesday - December 9, 2009
8:00- 9:00 a.m.* Sit-Down Breakfast

9:00 - 9:05 a.m.

 Opening Remarks

9:05 - 10:00 a.m.

CUSO Marketing: Designing Your Brand Message for Impact

Claudine Oriani
President
As If Productions, Developing Human Capital
10:00 - 10:15 a.m. Networking/Refreshment Break
10:15 - 11:15 a.m.

Topic TBA

Tony Ferris
Partner
The Rochdale Group, Inc.
11:15 a.m. - 12:15 p.m.

CUSOs Economic Outlook Today and Tomorrow

John Bilodeau
NCUA
12:15 - 12:30 p.m. Day in Review
 
Thursday - December 10, 2009
 

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

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