Volunteers Conference

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Chairman/CEO Volunteer Conference October 26-27, 2012 Park City Marriott, Park City, Utah
An Exclusive Pre-Conference Event for Board Chairman and CEOs ONLY

Please note: Friday’s Chairman/CEO registration fee is included in your Volunteer Conference registration. if your credit union has paid full participant registration for individuals attending.  If not, individual Chairman and CEO registration fee is $199.00 per person, per credit union for this meeting only.
 
Participant Registration Fee: $425.00
Guest/Spouse Registration Fee: $250.00
 

Friday, October 26, 2012: Chairman/CEO

8:00 am – 9:00 am
Registration and Continental Breakfast
 
9:00 am – 12:00 noon
General Session
“Cost/Expense Control and Pricing for Profitability”
Presented by: Mike Moebs – Economist
Money stock has been flat since 2008, so have interest rates.  The future, at least according to the Fed, looks the same until 2014.  The bottom line can no longer be just a matter of rates – yield & cost of funds.  In this environment, financial service pricing must include fees, rates, and balances for loans, deposits, and service.  Pricing is determined by these elements: Volume, Relationships, Cost, Competition, Value, risk both Institutional and User, and Price itself.  This conference will teach you how to price integrating these elements and payment approaches to a profitable bottom line.
 
Course Outline:
The Four Policy Factors that affect pricing
The Economics of Pricing
Determining Costs
The Importance of Price with Choices
Designing Transaction Accounts for the year 2020
Re-Gaining Deposit Market Share
How to make the Front End & Back End of Loans Profitable
 
12:00 noon – 1:30 pm - Lunch
 
1:30 pm – 3:30 pm
General Session
“Changing Trends in Executive Compensation”
Presented by Jay Petty, CMG Executive Benefits Specialist
Over the next five years, more than a quarter of all credit union CEOs will reach retirement age*.  This pace of potential retirees is expected to continue over the next 19 years, as each year of the baby boomer generation (born 1946-1964) reaches age 65.  Is your credit union prepared for the evolution of retirement and new leadership in the coming years?
 
Join CUNA Mutual Group's Jay Petty as he reviews approaches for building competitive executive retirement solutions.  Ensure that your credit union is effective taking measures to meet the evolving needs of top leadership.
 
CUNA's 2011 Complete Credit Union Staff Salary Survey:  "The average age of credit union CEOs is 53 years old, with 26% nearing retirement age. Twenty percent are ages 60 to 64, and 6% are 65 or older."
 
2:30 – 2:45 pm
Refreshment Break
 
4:00 pm – 6:30 pm
Afternoon Free
 
4:00 pm – 6:30 pm
Volunteer Registration and Check-in
 
7:00 pm – 9:00 pm
Dinner – For paid guests and participants only
Come enjoy an evening of dinner, networking and fun with your credit union friends.
 

Saturday, October 27, 2012: Volunteer Conference

7:45 am – 8:45
Breakfast Buffet
 
9:00 am – 10:30 am
Opening General Session
“Boards that Deliver – Raising the Bar for Board of Directors”
Presented by: Jeff Rendel, Certified Speaking Professional
 
Governing your organization is a demanding task, Governance is about establishing and maintaining your company’s reputation and exhibiting the value you create for your organization.  Outstanding corporate performance is no longer based only on financial measures, but also gauged on investor, employee, member and community observations of your leadership practices and Board engagement.   The best Boards increase their skills and competencies, collectively and as individual directors.
 
10:30 am – 10:45 am
Refreshment Break – For paid guests and participants only
 
10:45 am – 12:15 pm
A.M. Breakout Sessions
 
“Staking Your Claim – Strategic Planning that Dreams, Designs and Determines What Lies Ahead”
Presented by: Jeff Rendel
Wouldn’t it be amazing if you could predict the future – and be right?  With near-perfect accuracy, we can plan and predict what will happen next week, month and year.  But, planning for what we are certain of is not strategy – it is management.  Once you distinguish what is possible and probably, your advantage in achieving your soon to come strategic objectives and statements is unmistakable.
 
“Political Elections and Credit Union Involvement”
Presented by: Scott Simpson, UCUA CEO
 
“Supervisory Responsibilities” – (repeat)
Presented by: Heather Line, UCUA Compliance Specialist
 
The supervisory committee has exceptional powers in its role of evaluating elected officials. It serves as a kind of watchdog for the members. This concurrent breakout session will cover some of the specific duties and responsibilities that a supervisory committee member will need to facilitate in their volunteer position. Responsibilities includes: Implement audits and submit a summary report to the board of directors to be presented at the annual meeting; Inspect the securities, cash and accounts of the credit union; Ensure all officers, committees and employees of the credit union are in compliance with policies and regulations; Biennially, conduct a full verification of members’ accounts and make sure there are adequate internal controls and that they are being followed.
 
12:15 pm – 1:30 pm
Lunch
For paid guests and participants only
 
2:00 pm – 3:30 pm
P.M. Breakout Sessions
 
“Mobile Banking – Is Your Credit Union Ready?”
Presented by: Tony Rasmussen, VP MACU
 
“Understanding Fiduciary Duties”
Presented by: Kirk Cuevas, Partner in Dollar Associates, LLC
 
“Supervisory Responsibilities” – (repeat)
Presented by: Heather Line, UCUA Compliance Specialist
 
3:30 pm – 3:45 pm
Refreshment Break
For paid guests & participants only
 
3:45 pm – 4:45 pm
Closing General Session
“Right Moves for CU’s in Today’s Economy”
Presented by: Kirk Cuevas, Partner in Dollar Associates, LLC
 
7:00 pm – 9:00 pm
Dinner and Entertainment
For paid guests and participants only
 
Entertainment by: 176 Keys – Fun Pianos
The 176 Keys Fun Pianos is a nation-wide requested-driven, mega-interactive fun performance.  One of the most successful and well-received dueling pianos show in the world.  176 Keys Fun Piano is a Kansas family owned dueling pianos act operated by lead player Sam Ferguson and his super-awesome wife Amy.

Sunday Morning Breakfast – on your own!

Note: No children allowed in sessions and/or meals.  Please help us keep costs down and be considerate of other conference participants.
Presenters and Entertainers
 
Jay Petty is an Executive Benefits specialist for CUNA Mutual Group. He is responsible for ensuring the design, implementation, financing and ongoing administrative support of supplemental executive benefit programs specifically tailored to credit unions. Petty joined CUNA Mutual Group in 2002 as a business development consultant for the Members Financial Services Program prior to accepting his current role. He is based in Carlsbad, Calif.  Petty has worked in the financial services industry since 1987 and has held several positions within credit union organizations.
 
Mike Moebs – Insightful. Counter-intuitive. Innovative. Dynamic speaker.  These are some of the tems frequently used to describe Mike Moebs.

Date 10/26/2012 9:00 AM to 10/27/2012 6:00 PM
Location:
Marriott Park City
1895 Sidewinder Drive
Park City, UT 84068
Contact:
mp@utahscreditunions.org
(801) 972-3400

Registration is currently not open for this event.