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 - solutions 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.$195. Separate registration required.

The Best Bet on The Strip

Nothing says Las Vegas like Caesars Palace, one of the most prestigious resorts in the world. Impeccable service. Luxury. All the little details that make the difference between an ordinary visit and a spectacular experience are yours at this Las Vegas classic.

Here are but a few of the amenities offered by this landmark Las Vegas resort and casino:  

Airport Registration: Check into the Palace before leaving the airport!

Business Center and Concierge: From office supplies to Internet access, Caesar’s supplies you with the means to do business, no matter how far from the office.

The Spa at Caesars: Pamper yourself at this premier facility, with 23,000 square feet of indulgences beyond expectation.

Garden of the Gods Pool Oasis: Sweeping lawns, graceful fountains, classically inspired statuary and carefully manicured shrubbery surround three large swimming pools and two outdoor whirlpool spas in the Garden of the God Pool Oasis.

Cascata Golf: Incredible views with challenging holes offer guests an unparalleled golfing experience.

Shopping: More than 120 shops in two elegant settings.

Dining: Among your many choices: A sushi bar. Asian Noodles. Exquisite Euro-Pacific fare. A lavish buffet. A 24-hour resort cafe. Plus Italian, naturally.

Entertainment: Caesars Palace has built its global reputation with a roster of superstar performers and legendary sports champions. 

And did we mention there’s a casino? 

For room reservations, call Caesar's direct at 800-634-6001, and don't forget to mention CU Conferences' (Code SCCRE7) to receive special room rates beginning at just  $199.

For your convenience, you may contact Altair Travel or the specified airlines for special airline and car rental rates.

Altair Travel
Toll Free at 800-264-3316
Mon – Fri from 8:30 a.m. – 5:30 p.m.
Central Standard Time
Ask for a corporate agent.

We have made special arrangements with American Airlines. Call 1-800-433-1790 and mention ID #17789.

Click here to receive your CU Conferences discount on car rentals.