Featured Sponsor:

NAFCU 29th Annual Volunteers Conference

May 20-22, 2010
Marriott San Antonio Rivercenter
San Antonio, TX

Register by March 26 and save $100!

NAFCU non-members welcome! 

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Essential education for all credit union board and committee members!

Credit union board and committee members fill a unique and essential role within their credit unions. This highly-regarded, three-day program will offer an exceptional learning experience with sessions that meet the training needs of both new and experienced credit union chairs, directors and committee members. The event will give participants the opportunity to network with other credit union volunteers
from large and small credit unions from across the country. This industry-leading conference has sold out in the past, so make plans in advance to join fellow volunteers in San Antonio in 2010!

Agenda At-A-Glance

Registration begins Wednesday, May 19 at 3:30 pm

Thursday, May 20

• Economic Outlook for Credit Union Board Members
• Board Due Diligence – Executive Pay & Benefits
• Internal Fraud for Boards & Supervisory Committees
• Exploring Top Down Ethics
• Increase Membership & Reduce Mortgage Fraud
• Working with Fannie Mae
• 2010 and Beyond: A Capitol Perspective

Friday, May 21

• Conversation with NCUA
• Basic Regulations for Volunteers
• Board & CEO Conversations
• BSA for Volunteers
• Reading Financial Reports, Ratios & Indicators
• Case Study: Analysis of a Failed Credit Union

Saturday, May 22

• Rethinking the Revolutionary Role of Leadership
• Keynote: The Ways We Choose!

Adjourn at 11:00 a.m.

Keynote Presentation

The Ways We Choose!
Dave Carey

Dave Carey is an acclaimed motivational speaker; team work, leadership, and organizational effectiveness consultant; personal and business coach; and author aiming to bring joy, hope, wisdom, and encouragement to all with whom he has contact.

Dave's history speaks directly to objectives of leadership and management as well as risk taking, accountability and empowerment. As a POW in Hanoi for more than five years, he was forced into a horrible and unexpected situation where his inner strength as a leader emerged, and he, along with his fellow prisoners, had to creatively re-channel their thinking and communication skills just to survive. This inspiring presentation will do more than motivate you; it will encourage you to lead to your highest capacity.

Session Descriptions

Economic Outlook for Credit Union Board Members

Don’t miss this overview of the current national and regional economic environment. Including a look at the “credit crunch” and its implications for household and business spending; the valuation of real and financial assets, including the current correction in the residential real estate market and shifts in real estate financing; the outlook for monetary (Federal Reserve) and fiscal (Treasury) policies; and the implications of the recent elections for the political climate “inside the beltway” and in the communities served by our financial institutions.

Presented by Roger Tutterow, Professor of Economics, Mercer University

Board Due Diligence – Executive Pay & Benefits

This presentation will outline the steps that credit union board members, should take to decide on Executive pay and benefits

in a logical and systematic manner. Participants will review

current survey data based on region and asset size as well as review a sample gap analysis. You will also learn ways to

balance the best interests of the organization and minimize risk

Presented by Christine Burns-Fazzi, Principal, Burns-Fazzi, Brock; and Loretta Dodgen, Consult and Managing Partner, Human Capital Solutions Group

Internal Fraud for Boards & Supervisory Committees

In this session, you will identify fraudulent behaviors and the working environments that breed internal fraud. You will learn what every board and supervisory committee member needs to know to combat embezzlement and gain an understanding of the warning signs you should be looking for. 

Presented by Barry Thompson, Thompson Consulting Group

Exploring Top-Down Ethics

Attend this breakout session to better understand the critical need for “Top-Down Ethics” at your credit union. You will also discuss the role of leadership in conveying the corporate image. Examine "are we really a role model?"

Presented by Rory Rowland, Rowland Consulting

Increasing Membership & Reducing Mortgage Fraud

Learn how you can boost assets by better educating your credit union’s members about reducing losses from fraudulent mortgage activity. And, learn to increase membership by providing a value-added relationship to your credit union’s local community and the industry.

Presented by Barry Thompson, Thompson Consulting Group

Conversation with NCUA

Discuss the latest regulatory changes and updates with the National Credit Union Administration, including the latest on NCUA examinations.
Presented by Melinda Love, Director of the Office of Examination and Insurance, NCUA

Working with Fannie Mae

Hear the latest update from Fannie Mae, including a current perspective on the housing market, Fannie Mae's efforts to

serve the housing finance markets and some of the latest tools and resources available to support the credit union mortgage lending business.  

Presented by Fannie Mae

2010 and Beyond: A Capitol Perspective

This discussion will focus on the latest trends affecting the credit union industry, including regulatory and legislative updates, potential economic challenges the credit union industry is expecting in 2010 and developments and opportunities you can incorporate into your credit union's strategic plan.  

Presented by Fred Becker, President & CEO, NAFCU

Basic Regulations for Volunteers

As a director or other credit union official, you need to

understand the key rules and regulations that affect your

credit union. In this session, we'll explore some of the major

laws and regulations that are changing in 2010, including: mortgage laws, overdraft protection regulations and the credit card rule. In addition, we'll explore things outside of the legal arena that affect how your credit union operates. 

Presented by Anthony Demangone, Director of Regulatory Compliance, NAFCU

Board & CEO Conversations

Communication between Board and CEO can produce unintentional breakdowns, unfounded hidden agendas and unspoken dialogue. These conversations need to shift and be

rich and rigorous, focusing on assessments, opinions and differences while preserving dignity and encouraging

participation. This session will give participants the tools to understand how to be generative and productive in the conversations between you, your fellow board members and

the CEO.

Presented by Deedee Myers, CEO, DDJ Myers, Ltd.

BSA for Volunteers

Compliance with the Bank Secrecy Act has become a major challenge for credit unions for credit union leaders. And stricter BSA enforcements are predicted. As the focus shifts toward

top-down leadership on BSA issues, examiners expect more oversight by credit union boards. Directors must have

knowledge of BSA basics and the underlying issues to provide

the “informed oversight” that defines successful board

leadership today and tomorrow.

Presented by Anthony Demangone, Director of Regulatory Compliance, NAFCU

Reading Financial Reports, Ratios & Indicators

In this session, you will gain an overview of common financial documents, such as balance sheets and income statements, review of key areas of focus and potential indicators of problems and identify questions that you should be asking your credit union’s CEO and CFO.

Presented by Rob Johnson, Executive Vice President/Principal,
c. myers

Case Study: Analysis of a Failed Credit Union

Take a real look at an actual failed credit union. During this discussion, identify different paths that led to this credit union’s failure; what are well-intentioned or traditional ideas that can lead to problems; and how the failure might have been prevented.

Presented by Rob Johnson, Executive Vice President/Principal,
c. myers

Rethinking the Revolutionary Role of Leadership

The accelerated pace and complexity of change before the

financial services industry should compel most leaders to ask

tough personal questions about how they lead, and rethink

long-standing models of authority and management. Old, conventional ways of guiding an organization are yielding less return these days; and new styles of leadership are clearly required in order to keep your business relevant. This powerful

and engaging presentation will challenge ideas and

assumptions about leadership, and offer industry-specific ideas

for creating a culture where impassioned people work together

for growth and success.

Presented by Joe Sullivan, CEO & Founder, Market Insights

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Industry Leading Speakers

Fred R. Becker, Jr.

Fred R. Becker, Jr. became the president and CEO of NAFCU in January 2000. Since coming to NAFCU, Becker has been focused on enhancing the federal credit union charter, improving NAFCU’s direct contact with its membership and reaching out to the national press on behalf of credit unions. On Capitol Hill, NAFCU’s federal charter enhancement initiative resulted in increased attention to federal credit union issues, as well as the inclusion of a number of important credit union provisions in the Regulatory Relief bill. Becker will discuss the latest trends affecting the credit union industry, including regulatory and legislative updates, economic challenges and developments and opportunities for the credit union industry in today’s economy.

Christine Burns-Fazzi

Christine Burns-Fazzi has focused her expertise in finance on Executive compensation. She has specialized in  non-qualified plan design, implementation and administration in both public and closely held corporations, notably  in the banking and credit union industries, since 1981.  Christine was the Principal of Morehead Consulting as well as Founder and Principal of Benmark East, now Burns-Fazzi, Brock & Associates.

Anthony Demangone, Esq.
Anthony Demangone is Director of Regulatory Compliance at NAFCU. Before joining NAFCU, Mr. Demangone’s practice focused on helping clients comply with federal and state regulations in the areas of Occupational Safety and Health, Employment Law, Environmental Law, and alcoholic beverage law.

Loretta P. Dodgen, Ed.D.

Loretta Dodgen is co-founder of Human Capital Solutions Group, LLC (HCSG), has extensive experience in building the capacity of organizations and those who serve in leadership positions. Clients include not-for-profits, government agencies, and small business to Fortune 100 corporations from coast to coast. She is also an instructor for the North Carolina Bank Directors College on strategic planning and human resources management. 

Rob Johnson

Rob has held a number of key roles since joining c. myers in 1992, including playing a critical and decisive role in the development of the Interactive A/L Budget Model and Interactive Decision Model.   Rob also plays a significant role in Consultative Services—working on-site with hundreds of client CEOs, managements and boards. 

Deedee Myers, BS, MSC, CHIC
Deedee Myers is founder and CEO of DDJ Myers, Ltd. and co-founder of the Advancing Leadership Institute.  For the past 20 years she has been passionate about financial institutions establishing and developing financial risk management human resource talent to thrive in any economic environment.  During the past several years her Succession Planning and Leadership Development offer has been highly regarded in financial organizations, especially credit unions, as both innovative and best practices.

Joe Sullivan

Joe Sullivan is the CEO and Founder of Market Insights. As a consultant, author and speaker with more than 20 years of experience in the industry, the themes of relevancy and growth can be found throughout Joe’s work.

Barry Thompson

Mr. Thompson is a writer and author who contributes to Banker’s Hotline, Bankersonline.Com and "Bank Security Report" published by Sheshunoff Information Services  He is a security and compliance “guru” for Bankersonline.Com and organizes security conferences for trade groups. Barry has worked in the financial services industry for over twenty-five years, and has held the positions of security officer, compliance officer, treasurer, senior vice president, and executive vice president.  He has been interviewed by Newsweek and other national & regional publications.  During his career he has handled over 900 security cases.  He has been involved with investigations and prosecutions on the federal, state, and local levels, and has testified before grand juries, county courts, bankruptcy courts, family courts, and the New York State Supreme Court.

Rory Rowland

Rory Rowland has been the president of two Credit Unions and is one of CU.com's top 100 company motto's with "We analyze the best to help the rest".  

Roger Tutterow, Ph.D.
Roger Tutterow is Professor of Economics at Mercer University. He previously served as Dean of the Mercer’s Stetson School of Business.  His analysis of the economic, business and political environments have been featured in a variety of media including Wall Street Journal, Financial Times, USA Today, Atlanta Journal & Constitution, Arizona Republic, Florida Times-Union, Kansas City Star, Los Angeles Times, New York Times, Orlando Sentinel, Palm Beach Post and on CNN, CNBC, NBC, Bloomberg Television, NPR’s “Marketplace” and “All Things Considered”, CNN-Radio as well as by regional electronic and print media.

Special Event

RECEPTION AT THE ALAMO

(Benefiting the NAFCU Political Administrative Fund)

Friday, May 21, 2010

4:30 – 6:00 p.m.

$100/person

(Additional; not included with general registration. Corporate funds will be accepted)

Come join your credit union colleagues and support NAFCU’s Political Administrative Fund with an afternoon at the Alamo.

On the east side of Alamo  Plaza is the most famous spot in Texas where 189 defenders fell on March 6, 1836, after repeated attacks by Mexican General Santa Anna's army. Mission San Antonio de Valero (the Alamo) was established in 1718 as the city's first mission. The chapel, one of the most photographed facades in the nation, and the Long Barracks are all that remain of the original fort.

Due to the policy of the Alamo, we will not serve alcoholic beverages at this event.

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Spouse/Guest Program

In addition to the following day trips, spouses are invited to the breakfasts and morning general sessions daily as well as the Thursday evening opening reception and all of Saturday's sessions.

ON A MISSION

Thursday, May 20

9:00 a.m. – 3:30 p.m.

Hit the Mission Trail and see Mission Concepcion, one of the most attractive of the San Antonio missions, which looks essentially as it did more than 200 years ago. Also see Mission San Francisco de la Espada with its stone entrance archway and aqueduct.  

Next tour Mission San Jose - Queen of the Texas Missions - established in 1720. This is considered the most beautiful, best fortified and most prosperous of all the Missions and it’s where you will find the famed Rosa’s Window.

A quick stop through the King William District and then it’s onto La Villita, the original settlement of “Old San Antonio”. In the heart of downtown San Antonio, this block is alive with artists, shops and restaurants and is a National Register Historic District.

ARTS & ARCHITECTURE

Friday, May 21

9:00 a.m. – 3:30 p.m.

Visit the San Antonio Museum of Art which maintains a fine collection of paintings, sculpture and decorative arts with an emphasis on regional materials and the arts of the Americas. The newest addition to the museum is the Nelson A. Rockefeller Center for Latin American Art. Then, capture the spirit that is San Antonio on a Chartered River Barge, as you cruise the beautiful San Antonio River. See lush foliage, stately trees, historic buildings, stone bridges, and winding walkways along the famous river as the River Barge Captain gives a fascinating narrated tour.

Then, it’s on to Market Square, the largest Mexican market in the States, for some south of the border shopping. This festive square encompasses a large block of restored historic buildings. The largest building is El Mercado, a Mexican-style market crowded with small shops featuring imported Mexican goods. Mexican restaurants, cantinas, art galleries and clothing shops round out the square.

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Accommodations & Travel

Marriott San Antonio Rivercenter

The Marriott Rivercenter Hotel on the San Antonio River Walk is a magnificent 38-story building, offering 86 luxurious suites and 915 wonderfully appointed guestrooms.

The hotel is conveniently located near many great activities including shopping at the Rivercenter Mall which is connected to the hotel, on-site dining and entertainment and the cultural and historical landmarks of  San Antonio such as the world famous Alamo. It is one of the most high-tech hotels on the River Walk with Marriott Plug-In Technology, LCD TVs, premium cable, and high-speed internet in each guest room.

Be sure to check out the sizzling River Walk restaurant, Sazos Latin Grill, where guests will enjoy a stimulating fusion of Latin and Spanish flavors in both the menu and the ambiance.

Room Reservation Deadline: April 27, 2010

Room reservations received after the deadline will be confirmed subject to rate and room availability.

Make your hotel reservations through NAFCU’s online registration system to receive the negotiated hotel room rate of $165 a night!

Car Rental

Special discounted rates are available for all NAFCU conference attendees through AVIS and Budget rental car companies. For AVIS, call (800) 331-1600 or visit www.avis.com and specify NAFCU code B469200. For Budget, call (800) 772-3773 or visit www.budget.com and specify NAFCU code Y305000.

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Registration

Registration Fees

For Credit Union Suppliers/Vendors:  Exhibit & Sponsorships Opportunities

Call NAFCU's Member Service Center at 800-344-5580 for more information or to register via phone today!