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National Directors Roundtable Conference® |
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Home ■ view agenda ■ Request Brochure ■ Register ■ Director of The year nomination |
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Tentative Schedule - Subject To Change |
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Friday, October 3, 2008 |
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| 11:30 a.m. to 1:00 p.m. | PreConference Registration | |||
| 1:00 p.m. to 4:45p.m. |
Expanding Credit Union Cooperation
PreConference
Workshop There is a school of thought running throughout the industry that maintains credit union cooperation is truly a thing of the past. We no longer really cooperate, and the cooperatives that were created to serve the industry in the past are now more capitalistic than cooperative. What if cooperation could return us to a pricing advantage over our competition? What if we took all non-member related functions and turned them over to a true credit union cooperative? What if, for example, we hired one compliance team to serve a handful of credit unions rather than a team for each? What if we hired one outstanding HR team rather than each investing in our own HR department? In this session Tom Glatt, Jr. will explore this important issue, reviewing specific situations where, by cooperating with other credit unions, you can reduce certain operating expenses by more than 50 basis points. In this expansive session, you’ll cover the foundation and drivers for a return to cooperation, including:
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| 4:45 p.m. to 5:00 p.m. | PreConference Wrap-up | |||
| Friday Evening, October 3, 2008 | ||||
| 5:00 p.m. to 7:00 p.m. | Main Conference Registration | |||
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5:30 p.m. to 7:00 p.m. |
Welcome Reception (SG) Your Registered Spouse or Guest is welcome at these events. |
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Saturday, October 4, 2008 |
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7:45 a.m. -
9:00 a.m. (SG) |
Conference Registration and Sit-Down Breakfast | |||
| 9:00 a.m. to 9:15 a.m. | Opening Remarks - Neil Goldman, Conference Coordinator | |||
| 9:15 a.m to 10:15 a.m. |
How to Turn members into
Promoters Tom Glatt Jr. Executive Consultant Glatt Consulting, LLC |
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| 10:15 a.m. to 10:45 a.m. | Networking/Refreshment Break | |||
| 10:45 a.m. to 11:45 a.m. |
Building Shared Vision and
Finding Distinction at Your Credit Union: The SVD Model
Neil Goldman |
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| 11:45 a.m. to 12:30 p.m. |
Changing Credit Union
Charters - How Do I Compete With Banks?
Rich Weismann |
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12:30 p.m. to
1:45 p.m. (SG) |
Sit-Down Group Luncheon | |||
| 1:45 p.m. to 2:00 p.m. | Announcement of Director of the Year Recipient | |||
| 2:00 p.m. to 3:00 p.m. |
Boards and CEOs - Bridging
the Communication Gap
Mark Benn |
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| 3:00 p.m. to 4:00 p.m. |
Serving Your Most Important
Asset - the Next-Generation Member
Justin Ho |
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| 4:00 p.m. to 4:15 p.m. |
Daily Summation |
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Sunday, October 5, 2008 |
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| 1:00 p.m. to 2:30 p.m. |
Changing Work Culture Ray Ohta |
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2:30 p.m. to
3:00 p.m. (SG) |
Networking/Refreshment Break | |||
| 3:00 p.m. to 4:00 p.m. |
Concurrent Educational Breakout Sessions
- Select the session that will benefit you the most! Breakout I - Human Resources Issues Strategies for Managing Conflict Nancy J. Lewis, MS, PHR, RCC President Progressive Techniques, Inc. Breakout II - Supervisory Committee Issues What Your Supervisory Committee Must Know Larry Torres Associate Regional Director for Programs NCUA Breakout III - Technology Issues Ten Innovations That Can Drive Your Credit Union's Success Joe Barry Division President Fiserv, Inc.
Breakout Iv - General Roundtable Discussion |
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| 4:00 p.m. to 5:00 p.m. |
Concurrent Educational Breakout Sessions
Repeat- Select the session that will benefit you the most! Breakout I - Human Resources Issues Strategies for Managing Conflict Nancy J. Lewis, MS, PHR, RCC President Progressive Techniques, Inc. Breakout II - Supervisory Committee Issues What Your Supervisory Committee Must Know Larry Torres Associate Regional Director for Programs NCUA Breakout III - Technology Issues Ten Innovations That Can Drive Your Credit Union's Success Joe Barry Division President Fiserv, Inc.
Breakout Iv - General Roundtable Discussion |
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| 7:00 p.m. to 10:00 p.m.* |
Live
Entertainment and Cocktails The Twins Dueling Piano Show is the only all-female and identical twin dueling piano show in the world. Music ranging from the Andrew Sisters to Aerosmith, the all-request musical comedy performance will have you laughing and singing along in no time. |
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Monday, October 6, 2008 |
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8:00 a.m. to
9:00 a.m. (SG) |
Exclusive CEO/Chairman Sit-Down Breakfast | |||
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8:00 a.m. to
9:00 a.m. (SG) |
Sit-Down Breakfast | |||
| 9:00 a.m. to 9:05 a.m. |
Introduction |
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| 9:05 a.m. to 10:00 a.m. |
How to Attract Younger Board Members and Volunteers
Tamra Matsuda |
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| 10:00 a.m. to 10:30 a.m. | Networking/Refreshment Break | |||
| 10:30 a.m. 11:30 a.m. | Roundtables By Asset Size | |||
| 11:30 a.m. to 12:30 p.m. |
Yield Enhancement: Reduce
Costs and Effectively Manage Employee Benefit Expenses
Mathew Butler |
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| 12:30 p.m. to 1:45 p.m. (SG) | Group Luncheon | |||
| 1:45 p.m. to 2:45 p.m. |
Consumerization of Banking: The Circle of Life Louis
Hernandez, Jr. |
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| 2:45 p.m. to 3:45 p.m. |
Branch of The Future
Kevin Blair |
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| 3:45 p.m to- 4:00 p.m. | Conference Summation | |||
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Tuesday, October 7, 2008 |
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| Travel Day | Please have a safe trip home! | |||
| * | Bring Your Registered Spouse/Guest To These Events | |||
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