“The group of Board Members that I brought had an outstanding time at the conference, enjoying all aspects. One, who was attending his first credit union conference after retiring from a sales job, having attended several hundred conferences over the years, thought this was the best conference he had ever attended. It was great team building for us!”
–Richard T. Webb, President/CEO, Atlantic Financial Federal Credit Union


thought-provoking
panel discussions




NCUA Panel: Up-to-the-Minute Regulatory Discussion
Topics to be discussed include: effective risk management, mortgage lending in the subprime market, elevating consumer protection and a review of the latest regulatory update.
Panelists include Linda Thompson, supervisory examiner, NCUA; Robert Fenner, general counsel, NCUA; and Carrie Hunt, senior counsel and director of regulatory affairs, NAFCU

Income Opportunities Panel: Discovering Your Next Growth Initiative
Join us for a panel discussion on this hot topic. Discover new cross-sell strategies and product development ideas that credit unions are using to maintain margins and expand services in a volatile rate environment.
Panelists include Evan Shelan, chief executive officer, eZforex.com; Charlie Peterson, senior vice president, Allied Solutions; James Fortney, senior vice president, Money Concepts; Sheree Herr, vice president of licensing and partnership sales, American Express Incentive Services; and John
Gibbons
, national sales consultant, Securian

Washington Update Panel: Capitol Hill Happenings
Things change rapidly in Washington. Whether it is on Capitol Hill or at the White House or with our financial regulators, knowing what is going on is now more important than ever. Our panel of political experts will update you on the election landscape as well as current credit union legislation.
Panelists include: John McKechnie, director, Public & Congressional Affairs, NCUA; Dan Berger, senior vice president for government affairs, NAFCU; Brad Thaler, director legislative affairs, NAFCU; and Dillon Shea, director of political affairs, NAFCU

"Serving the Underserved" Panel: Meeting Their Needs and Yours
In these difficult economic times, credit unions need to explore every possible source of revenue and growth and underserved areas are providing significant opportunities for credit unions. This panel will discuss how “serving the underserved” is not only the right thing to do, but how it also makes sense from a business perspective. Join us to find your credit union’s source for new members, loans, etc. 
Panelists include Debbie Matz, executive vice president & chief operating officer, Andrews Federal Credit Union; Cliff Rosenthal, National Federation of Community Development Credit Unions; and Carlos Calderón, president & CEO of Organization of American States Staff Federal Credit Union and representing Network of Latino Credit Union Professionals (NLCUP)

CUEG Panel: Strategic Growth in Today’s Economy
Analyze the latest financial trends regarding the economy and credit unions with special attention to strategic planning and growth issues.
Panelists include Dr. Tun Wai, chief economist, NAFCU; and Dave Colby, chief economist, CUNA Mutual

Regulatory Update Panel
The world of regulations is constantly changing. NAFCU will give an update on hot regulatory issues including the status of implementing recommendations in the NCUA’s Outreach Task Force Report, changes to NCUA CUSO Rules and far-reaching amendments to the Federal Reserve’s Regulation Z. Amendments to field of membership rules are also a fluid area that will be addressed.
Panelists include Dan Berger, senior vice president for government affairs, NAFCU; and Carrie Hunt, senior counsel and director of regulatory affairs, NAFCU

Fake Checks: Protect Your Members
Americans are burned by a variety of Internet and mail-based scams that use fraudulent paper financial instruments. Join us for a panel discussion on the latest trends in this fast-changing con game and current efforts in education and prevention, and learn how your credit union can protect its members from becoming victims. The panel will feature speakers from the U.S. Postal Inspection Service and the Consumer Federation of America, organizations that have been leading the fight against fake check scams.
Panelists include Harold (Buddy) Lane, assistant chief inspector, U.S. Postal Inspection Service and Susan Grant, director of consumer protection, Consumer Federation of America

NAFCU reserves the right to change dates, cities, venues or speakers should circumstances warrant. NAFCU’s members will be apprised of any such changes.