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2008 Annual Conference Presentations

Slides from the NACUSO 2008 Annual Conference are now available for download in PDF format. Thanks again to all our presenters, supporters, and attendees.
Check back again next week as additional presentations will be added.

Conference Day One Presentations: Sunday, April 27

CUSO 101 in 2008 – Guy Messick & Brian Lauer

Conference Day Two Presentations: Monday, April 28

Welcome and Introduction Day One – Tom Davis

General Session: The CU Business Model: Market Forces at Work – Peter Duffy

Deepening Your Relationships in the Small Business Market: Selling Retirement Plans – Steve Dowden, Kevin Thompson, Peggy Mostowy and Chuck Purvis

Introduction to the 1031 Opportunity: Raising Fee Income and Deposits – Joe Spagnoli

Desjardins’ Approach…Collaboration the Federated Way – Lucie Bouchard

Managing Operational Risk and Creating Effective CUSO Operations – Jim Lamb

What Consumer Trends will Drive Innovation in 2009 and Beyond? – Lisa Renner

Current Trends and Analysis on Investment Program Benchmarking and Retirement Research – Pete Snyder and Robert Grieb

The Opportunities and Risks in Business Loan Participations Bill Beardsley, Mike Hales, Jean Faenza and Dave Dunn

The Power of the Network – Jim Vilker

Simplifying Innovation Methods for a Complicated World – Kevin Marshall

Conference Day Three Presentations: Tuesday, April 29

Morning Intro Day Three – Tom Davis

Systems Integration Innovations for the Property & Casualty Channel – Keith Pipes

The Power of Regional Networking Groups for CUSO and Investment Program Executives – Bill Partin and Sandra deChastain

Making Shared Branching A Key Success Factor In Your Strategy – Vic Pantea, Carroll D. Beach, Bonnie Kramer and Bill Raker

Differentiation by Design – George Hofheimer

“CU 20/20” An Insider’s Insight into the American Credit Union Movement in the Year 2020 – Dennis Dollar

Developing a Strategic Cost Effective Strategy to Deepen Member Relationships in Your Investment Program – Kevin Mummau

Branch Delivery Planning in the New Economy – Bill Winter and Jeffrey Pflipsen

The Future of Indirect Lending Panel Discussion – Tony Boutelle and Steve Anderson

Capital Acquisition Strategies for CUSOs – Kert Moore

Boost the Bottom Line through Financial Education – Joe Saari

The Excalibur Card: A Case Study in using a CUSO to Create A New Solution – Mark Cox, Vic Pantea and Paul Parrish

Conference Day Four Presentations: Wednesday, April 30

Keynote: Will Network Business Design Capture the Imagination of Future Credit Union Leaders – Randy Karnes, Stan Hollen and Dave Serlo

Risk Management and Due Diligence in Third-Party Relationships…What Does NCUA Expect and What Are Best Practices – Guy Messick