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Events / Education 

NAFCU Conference Handouts

Handouts from NAFCU Conferences are available for the following conferences. Click on the underlined text (hyperlink) to download. You will need Adobe Acrobat to view these files.


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Mark Rasch - Up In the Air

Tim Lerew - Technology Risk vs. Reward

Tim Lerew - Fingertip Technology

Rob Bertke - PCI - The Evolution of Payment Security & Functionality

Dan Williams - Card Fraud Mitigation Opportunities

James Brooks - Online Fraud and Identity Theft 2010

Mark Bell - Hacking the Mind: Defending Against the Social Engineering Threat

Tom Abruzzo - Achieving NCUA and FFIEC Compliance

Tom DeSot - Social Networks: Hackers Love Them Too

Chris Leffel - Preventing Member Info Leaks 2.0

Todd Werner - Engaging Your Members After a Breach

Jon Martin - Risk Mitigation and eDisaster Planning Best Practices

Prasad Surapaneni - User Privilege Management

Ray Murphy - Vendor Due Diligence: More than a SAS 70

 





 

NAFCU 2010 Strategic Growth Conference

March 9-11, 2010
Bally's Las Vegas
Las Vegas, NV

Tuesday, March 9

 

Explore Essential Tools to Accelerate Growth

Building Brand Equity through Multi-Sensory Experiences

Out-Smart, Out-Market, Out-Serve, Out-Sell and Flat Out-Do What Your Competitors Can’t (presentation unavailable for download)

Economic Outlook presented by Fannie Mae (presentation unavailable for download)

The Power of Performance (presentation unavailable for download)


Concurrent Sessions - NAFCU 2009 Marketing Award Winners

Break Out Your Credit Union's GPS

How to Survive a $100 Million Loan Promotion

Give Your Lending a Facelift

 

Concurrent Sessions

Real Estate Lending: Crisis or Opportunity? You Decide (presentation unavailable for download)

Using Portfolio Analytics and Marketing Tools to Grow Your Credit Card Business

 

Wednesday, March 10

 

Creating SM-FCU: Social Media Federal Credit Union

Growing Gen Y Membership through Financial Education (presentation unavailable for download)

Card Products: Trends & Best Practices

 

Concurrent Sessions

Maximizing the Value of Commercial Real Estate in the Current Market

(presentation unavailable for download)

How to Leverage Online Security as Part of Your Growth Strategy

Increasing Mortgage Lending in the “NEW Economy”

 

Concurrent Sessions

Thriving in the Aftermath: Single-Signature Lending Plans after the Revised Reg. Z

Implementing a Strategic Plan to Maintain a Successful Payment Card Program

        

Thursday, March 11

 

What is the Return on Your Human Capital Investment?

Designing & Refining Your Web Presence to Improve Member Relationships



 

NAFCU 2010 Regulatory Compliance School

March 22-26, 2010
Gaylord National Resort
National Harbor, MD

Monday, March 22

 

Welcome and Opening Remarks with Fred Becker

The Regulatory Structure 

NCUA's Lending Regulations (No PPT presentation used)

Truth in Lending - Regulation Z

 


Tuesday, March 23

 

NCUA's Credit Practices Rule

Fair Credit Reporting Act

Real Estate Settlement Procedures Act

Flood Insurance

Lending to Servicemembers

 

        

Wednesday, March 24

 

Equal Credit Opportunity Act - Regulation B

NCUA's Non Discrimination Requirements

Creating an Ethical Work Environment (No PPT presentation used)

Fair Lending Rules

Home Mortgage Disclosure Act - Regulation C


 

Thursday, March 25

 

Expedited Funds Availability Act - Regulation CC

Electronic Funds Transfer Act - Regulation E

Reserve Requirements - Regulation D

IRS Reporting Requirements

Truth in Savings Act

 

           

Friday, March 26 

 

Right to Financial Privacy Act

Privacy and Security of Consumer Financial Information

Bank Secrecy Act

       





 

NAFCU 2010 Chief Executive Officers Conference

April 14 -16, 2010
Hyatt Regency
Savannah, GA

Thursday, April 15 

Thriving in Turbulent Times   (No PPT presentation used)
The Economic Crisis: Lessons Learned

2010 and Beyond: A Capitol Perspective

Current Economic and Capital Market Outlook
Fannie Mae Update (No PPT presentation used)

Friday, April 16  

An Executive Introduction to Social Media
Conversation with NCUA (No PPT presentation used)



 

NAFCU 2010 Volunteers Conference

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

Thursday, May 20

Economic Outlook for Credit Union Board Members (presentation unavailable for download)

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

Fannie Mae Housing Survey Fact Sheet (Extra handout)

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

 

 


 

NAFCU 43rd Annual Conference and Exhibition

July 20 - 24, 2010
Navy Pier
Chicago, Illinois

Credit Union Board & Committee Track

Asset Liability Management for 2010 and Beyond - What Every Director Should Know 
Bill Goedken

Top 10 Best Practices at Financial Institutions
Bill Goedken

Board Fiduciary Duties: The Shifting Sands
Anthony Demangone, Esq., NCCO

BSA for Board Members and Volunteers
Anthony Demangone, Esq., NCCO, NAFCU

Executive Track

Trends & Challenges in Executive Compensation: A Panel Discussion
Jan Roche, Chris Burns-Fazzi, Bill Adler & Loretta Dodgen

NAFCU Compensation Benefits Survey - 2010 Findings
Jack Clark, Clark & Chase

Benchmarking Your Retirement Plan
Paul Newton, Pentegra

Market Update on Credit, Debit and Prepaid: An In-Depth Study of Member Payment
Kevin O'Donnell, Discover Financial Services 

Management & Operations Track

Enterprise Risk Management: What Credit Unions Need to Know
Tara Heuse Skinner, SAS

Business Banking for Credit Unions: Relationship Management at Its Best
Brad May & Steven Smits

Discover the Four Keys to a Member-Centric Merger
Walt Zeglinski, Integrity Solutions / Allied

Making Good from Bad: Creating Membership Engagement from the Evolution of Identity Theft
Wayne Conte, Affinion

Regulatory & Finance Track

Residential Mortgage Revolution: RESPA & the Truth In Lending Act
Leonard Bernstein, Reed Smith

Credit Union Economics Group (CUEG): Moving Forward in a Recovering Economy
Dr. Tun Wai, Dave Colby & John Kutchey

Growth & Lending Track

Explore Merchant Card Services for Your Treasury Management Portfolio
Greg Hammermaster, Sage Payment Solutions

2010 Lending Update and Guide to Fannie Mae Resources (presentation unavailable for download)
Thom Collins, Fannie Mae

The Evolution of Credit Union Housig Finance Strategy (presentation unavailable for download)
Dan Green, Prime Alliance

Capitalizing on Confidence in Credit Unions in the Post-CARD Act Era
Stephanie Polen, CMC

Building a Strong Auto Loan Portfolio While Protecting Your Credit Union from Risk
Chip Zyvoloski, WKFS

Credit Union Solutions Theater

The Good, Bad & Ugly: Business Opportunities and Risks Through Online Social Media
Darian Lewis, Cyveillance

Merchant Services in the Credit Union Environment
Richard Camardo, FiNet, Inc.

Secure Social Media Management: A Complete Solution
Darian Lewis, Cyveillance

How Citadel Federal Credit Union Opened Its Own Insurance Agency in 90 Days
Jeff Chesky, Insuritas

 




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