Business Development Select Employee Group (SEG) Conference
And
25th Annual Bottom Line Conference

February 11 - 16, 2007
Caesars Palace
Las Vegas, Nevada

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AGENDA
Tentative Schedule - Subject To Change

Sunday, February 11, 2007

Monday, February 12, 2007
Business Development Select Employee Group (SEG) Conference Begins

Josh Vautrain
Partner
Intelequent Consulting

Tuesday, February 13, 2007
Business Development Select Employee Group (SEG) Conference

Share Your Successes to compete in the share your successes co

You've hit the Jackpot! You've come up with winning business development ideas and unbeatable marketing materials. Now spread the wealth by sharing your strategies with other CUs. Conference participants will view all materials and vote on their favorites in this popular session. The top two winners will receive awards to take back to their credit unions.

Paul Timm, PhD
Professor, Consultant, Trainer and Credit Union Board Member

Post-conference / PreConference Workshop
Tuesday, February 13, 2007

Measuring Member Profitability -

It’s Never Been More Crucial  

Presented by Joe Prunty
President/CEO and Co-Founder of CoreProfit Solutions           

If your credit union is going to keep up with—or triumph over—the competition, it must identify ways to maintain and improve ROA (return on assets), grow net income, isolate non-interest income opportunities and reduce the inequity of member subsidies. Joe Prunty can teach you how. 

This vital Post/PreConference workshop will address the need for timely, actionable and sound member profitability information and assist you in understanding the “why” and the “how” of proper profitability measurement.

In his humorous, slightly unorthodox style, Joe will provide plenty of food for thought as he presents an overview of measuring and managing member profitability and why it’s more important than ever. You’ll learn the steps for achieving profitability measurement success from sample reports and anecdotes of successes and failures. He’ll reveal best practices and walk you through case studies. He’ll examine analyses of current profitability issues—and share actual copies of profitability reports.

Here’s just a sample of the information you’ll take back to your CU:

• How to properly undertake a member profitability project
• What profitability reports/graphs look like and how they are used
• How you can implement such a measurement initiative at your credit union.

You’ll benefit from Joe’s more than 10 years of practical experience implementing large-scale profitability projects. He’ll communicate lessons learned in a straightforward fashion and allow plenty of time for your questions. 
 

1:00 – 1:15 p.m.        Introduction

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

2:15 – 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

Joe Prunty co-founded CorePROFIT Solutions in December 1999. It develops and delivers cost-effective, ROI-driven, behavior-based profitability management solutions to credit unions and banks ¾solutions that provide in-depth, behavior-based profitability information from a solid platform of best-practice methodologies and technology.

To that end, Joe has shaped CorePROFIT with an eye to its culture and the opportunities that its solutions can provide to its customers, shareholders and employees.

Prior to joining CorePROFIT, Joe held senior sales and management positions at PMG Systems, Oracle Corporation, SAP America, The Dodge Group and Price Waterhouse. Before his career in software management, Joe spent 19 years in financial services at firms such as Bankers Trust Company, Salomon Brothers Inc. and Lehman Brothers gaining experience in the retail, institutional, commercial and trust/investment management markets.

Joe has been an active speaker at credit union and banking conferences on technology, profitability, cost development and CRM. His work has been widely published in a variety of industry-specific journals, including American Banker, Credit Union Journal, Insurance and Technology, Wall Street and Technology, Bank Systems and Technology, Bank Technology News and Dow Jones Interactive.

Just $195. Separate registration required.

Wednesday, February 14, 2007
25th Annual Bottom Line Conference

Tap Into the Hidden Benefits of Your Financial Services Program

Doreen Burton
Strategic Consultant for Credit Unions
Burton CU Consulting

Split into small groups to discuss timely topics, then report back to the group at large for a thought-provoking exchange of ideas.

Thursday, February 15, 2007
25th Annual Bottom Line Conference