Elevate your knowledge of credit union operations
and advance your career
 

Non-NAFCU Members Welcome!

Tuition reimbursement scholarships available from the Credit Union Foundation

 Quick Links

Tuition Reimbursement Scholarship Opportunities Available!

The Credit Union Foundation of MD & DC is offering tuition reimbursement scholarships to credit unions with under $75 million in assets to attend training courses of the credit unions' choosing.

Credit unions may apply for a 75% tuition reimbursement for staff or volunteer training fees for programs that enable the credit union to better serve their members and communities. 

Click here for more information or to download an application.

Agenda At-A-Glance                  

Back to Top

Monday, November 16, 2009

8:00 a.m. – 8:15 a.m.              Welcome

8:15 a.m. – 9:00 a.m.              Future Challenges for Credit Unions

9:15 a.m. – 3:30 p.m.              Management Overview: Next Steps 
                                                in The Credit Union Ladder

3:45 p.m.– 5:00 p.m.                Asset Liability Management

5:00 p.m. – 5:30 p.m.              Discussion / Case Study Assignments

6:30 p.m. – 7:30 p.m.              Welcome Reception  

Tuesday, November 17

8:00 a.m. – 11:00 a.m.            General

11:15 a.m. – 12:00 noon         External Exams/Audits

1:00 p.m. – 3:30 p.m.              Internal Exams / Audits & Fraud

3:45 p.m. – 5:00 p.m.              Finance

5:00 p.m. – 6:00 p.m.              Discussion Forum/Case Study
                                                Assignments

Wednesday, November 18

8:00 a.m. – 11:45 a.m.            Marketing Overview

1:00 p.m. – 2:00 p.m.              Leadership    

2:00 p.m. – 2:30 p.m.              Discussion/Case Study Assignments

Thursday, November 19

8:00 a.m. – 10:15 a.m.            Human Resources & Administration

10:30 a.m. – 11:45 p.m.          Security Strategy      

1:00 p.m. – 1:45 p.m.              Security Strategy (Continued)

2:00 p.m. – 3:30 p.m.              Technology Vendor Management

3:45 p.m. – 5:00 p.m.              Windows Into the World of Credit Union CEOs

5:00 p.m. – 5:30 p.m.              Discussion/Case Study Assignments

Friday, November 20

8:00 a.m. – 12:00 noon           Group Case Study Presentations/Faculty  
 Evaluation/Presentation of Certificates

Back to Top

Industry Leading Faculty

Peter Lange, Provost, Duke University

G. Lee Fogle, CCU, CEO, Duke Federal Credit Union

Ralph Reardon, SVP, CFO, Coastal Federal Credit Union

Daniel Berry, COO, Duke Federal Credit Union

Christine Moorman, T. Austin Finch Professor, Duke University

Stephen R. Smith, Chief Human Resources Officer, Duke Medicine

Chris Whitesock, CISSP, Information Security Officer, Coastal Federal Credit Union

Chuck Purvis, COO, Coastal Federal Credit Union

Michael Lussier, President/CEO, Webster First Federal Credit Union

Michael J. Schoenfeld, VP for Public Affairs and Government Relations, Duke University

H. Clint Davidson, Jr., VP of Human Resources, Duke University

Back to Top

Course Descriptions

Back to Top

Future Challenges for Credit Unions

Presented by G. Lee Fogle, CCUE, CEO, Duke Federal Credit Union

The Challenge of Credit Union Leadership in a Changing Environment

·        Credit union philosophy;

·        Economic factors affecting the financial industry;

·        Impact of government agencies on credit unions; and

·        An update on NCUA and NCUSIF.

Next Steps in the Credit Union Ladder: A Management Overview

Presented by G. Lee Fogle, CCUE, CEO, Duke Federal Credit Union

What Credit Unions Will Be Like in Ten Years and How to Lead and Plan

·        Organizational governance and Board oversight;

·        Strategic and tactical planning;

·        How managers can interpret the Board’s vision; and

·        Policy development and operating budgets.

Asset Liability Management

Presented by Ralph Reardon, SVP, CFO, Coastal Federal Credit Union

W. Barry Hooks, VP/Finance & ALM Director, Coastal Federal Credit Union

Defining the Role of Asset Liability Management

·        Basic concepts;

·        Gap/duration analysis – liquidity

·        Interest rate risk/sensitivity

·        Investment strategies, ROI and diversification; and

·        Monitoring portfolio dynamics.

General Accounting and Cost Analysis

Presented by Daniel Berry, COO, Duke Federal Credit Union

·        Financial statement interpretations (Continued);

·        Statement of condition – basics; and

·        Cost accounting and analytics.

External Exams and Audits

Presented by Daniel Berry, COO, Duke Federal Credit Union

·        External exams v. external audits – nature, scope and standards

·        External exam process; NCUA v. state;

·        Camel Rating System;

·        New risk rated exam procedures; and

·        External financial audits – responsibilities and reporting.

Internal Exams – Audits and Fraud

Presented by Daniel Berry, COO, Duke Federal Credit Union

·        Internal security and control;

·        Internal audits; responsibilities and reporting; and

·        Fraud detection and prevention (internal and external).

A Marketing Overview

Presented by Christine Moorman, T. Austin Finch Professor, Duke University

Developing and Deploying Marketing Strategies That Generate Long-term Value

·        Formulating strategies for customer value;

·        Positioning to achieve an advantage over the competition;

·        Understanding, attracting, and retaining valuable customers;

·        Managing brand assets to attract and retain customers; and

·        Delivering value through a customer-focused organization.

Leadership

Presented by Stephen R. Smith, Chief Human Resources Officer, Duke Medicine 

·        The qualities of great leadership

·        Our heroes and ourselves

·        Leadership is not that difficult – it’s just hard sometimes

Human Resources & Administration

Presented by H. Clint Davidson, Jr., Vice President of Human Resources, Duke University

·        Human Resource Management

·        Integrating the HRM Function into the Strategic Plan

Security Strategy

Presented by Chris Whitesock, CISSP, Information Security Officer, Coastal Federal Credit Union

·        Policy and program;

·        Security systems, requirements and methods;

·        Creating trust in the e-business world;

·        Internet-related business & financial risk; and

·        Ensuring online security.

Technology and Vendor Management

Presented by Chuck Purvis, COO, Coastal Federal Credit Union

How and Why Technology Vendor Management Plays a Key Role in the Overall Risk Management Process

·        Developing a vendor matrix ;

·        What materials most vendors will share, and what some will not; and

·        Best practices for capturing needed materials, and how to make them "user friendly".

Windows Into the World of Credit Union CEOs

Presented by Michael Lussier, President/CEO, Webster First Federal Credit Union

The Intricacies and Responsibilities of Becoming a Credit Union’s Next CEO: Beyond finance, operations, lending and marketing.

Back to Top

Hotel Information

Washington Duke Inn
3001 Cameron Boulevard

Durham, NC  27705

The Inn is named for Washington Duke (1820-1905), a classic example of the American dream. From his modest beginnings as a soldier, Duke prospered to become an internationally known industrialist and philanthropist. Since then, the Duke family name has represented excellence and achievement in Durham, North Carolina.

Continuing a proud legacy, the Inn opened in 1988 in the style of an old English Country Inn. The Inn is the only 4-diamond hotel in Durham that also features a 4-diamond dining room. As part of Duke University, the Inn overlooks the University’s renowned golf club and offers many on-campus activities. Work out at the fitness center, cheer some of the nation’s finest collegiate teams or enjoy an exciting “Broadway at Duke” performance.

The Inn is near Duke University Medical Center, Research Triangle Park and Raleigh-Durham International Airport. Local attractions include historic sites, science centers, famous gardens and art museums.

Room Reservation Deadline: October 26, 2009

Rate: $180 single/double plus tax*

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

**Federal credit unions are exempt from tax, if payment is made by the credit union’s official check or credit card. You must present the Tax Exempt Form upon arrival.

Back to Top

Directions

The nearest airport is Raleigh Durham International Airport (RDU). Cabs from RDU cost roughly $30 each way.

Amtrak has stations in Durham (DNC), Raleigh (RGH) and Cary (CYN). Durham is the closest station to the Washington Duke Inn.

Please refer to http://www.rdu.com/groundtrans/groundtrans.htm for additional ground transporation information.

FROM I-40 WEST (Coming from the East - RDU Airport, Raleigh, Wilmington)

*Follow I-40 West to exit 279B, which is Route 147 North (Durham Freeway)
*Continue on 147 North for approximately 11 miles to exit 16B, which is
15/501 South Bypass
*Follow 15/501 South for approximately 1 mile to exit 107, Duke University West Campus
*At the bottom of the exit turn left onto Cameron Blvd
*Continue on Cameron Blvd to the 3rd traffic light, which is Science Drive
*Turn right at Science Drive into the Washington Duke Inn & Golf Club

FROM I-85 NORTH (Coming from the South - Greensboro, High Point, Charlotte)

*Follow I-85 North to exit 172, which is Route 147 South (Durham Freeway)
*Continue on 147 South for less than 1 mile to exit 16B, which is 15/501 South Bypass
*Follow 15/501 South approximately 1 mile to exit 107, Duke University West Campus
*At the bottom of the exit turn left onto Cameron Blvd
*Continue on Cameron Blvd to the 3rd traffic light, which is Science Drive
*Turn right at Science Drive into the Washington Duke Inn & Golf Club

FROM I-85 SOUTH (Coming from the North - Virginia and Points North)

*Follow I-85 South to 15/501 South Bypass (Exit 174A)
*Follow 15/501 South approximately 1½ miles to exit 107, Duke University West Campus
*At the bottom of the exit turn left onto Cameron Blvd
*Continue on Cameron Blvd to the 3rd traffic light, which is Science Drive
*Turn right at Science Drive into the Washington Duke Inn & Golf Club

FROM I-40 EAST (Coming from the West - Chapel Hill, Winston-Salem, Asheville)

*Follow I-40 East to exit 270, which is 15/501
*Turn left onto 15/501 North (towards Durham)
*Continue on 15/501 North for approximately 2 miles and 15/501 Business will
split to the left
*Stay to the right to remain on 15/501 North towards downtown Durham
*Follow 15/501 North for approximately 2 more miles to exit 107, Duke University
West Campus
*At the bottom of the exit turn right onto Cameron Blvd
*Continue on Cameron Blvd to the second traffic light, which is Science Drive.
*Turn right at Science Drive into the Washington Duke Inn & Golf Club

Car Rental

Special discounted rates are available for all NAFCU conference attendees through AVIS and Budget rental car companies. For AVIS, please call 800-331-1600 and specify the NAFCU code B469299. For Budget, please call 800-772-3773 and specify the NAFCU code Y305099.

Back to Top

Tuition

Estimated Contact Hours for CEUs/CPEs: 29.75

An updated resume and an Application for Admission must be submitted by all applicants. In the case of CEOs wishing to apply for admission, the sponsoring credit union CEO or board chair must sign the Application for Admission as well. Applications received after October 16, 2009 will be considered on a space available basis.

Click here to download an Application for Admission

Need an extension on your application? Contact Cara Zarcone, NAFCU's Associate Director of Events and Education at czarcone@nafcu.org.

Call NAFCU's  Member Service Center to register today at 800-344-5580!

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

Back to Top