North Carolina CU League Annual Meeting
Topics & Objectives

Please note that the Topics/Objectives listed below are subject to change.

GENERAL SESSIONS

No One Can Stop You -- But You

Walter Bond
In this dynamic, practical presentation, Walter Bond offers a message of hope and a plan for action. You'll gain powerful insights on how to build healthy confidence and become a peak performer. You'll discover how to achieve success in your current role by eliminating all excuses and pointing the finger where it should be -- at yourself.

North Carolina Politics 2008: Trends Foretelling the Likely Winners

John Davis
Come find out which political trends will most likely influence the outcome of North Carolina’s general election races, including the governor and Council of State, the Appellate Judiciary, the Congressional delegation, and the State Senate and House of Representatives.

Credit Union Trends and Initiatives

Tom Dorety
Learn about important trends and issues facing credit unions across the country in this presentation by Tom Dorety, president and CEO of Suncoast FCU and chairman of Credit Union National Association You’ll gain essential insights about initiatives to ensure the movement stays strong.

Economic Update

Steve Rick
If you think economics is boring, then you've never heard one of Steve's presentations. He will discuss how current U.S. and global financial events may affect the economy, interest rates, and ultimately credit union performance. He will analyze the industry's balance sheet and earnings performance to help you see how your credit union measures up. Learn about the trends for savings and loan activity and weigh the influence of economic events on growth patterns for 2008.

Build-it-Yourself: The 360 Degree Youth Marketing and Business Development Plan

James Flores
In today's marketing-savvy youth culture, it's more important than ever to stay two steps ahead in the marketing game. Generation Y has sophisticated marketing demands and expectations. To be heard, you need a well-coordinated marketing and business development plan. In this session, you'll brainstorm innovative youth strategies specific to your credit union, explore your brand identity's youth alter-ego, and prioritize your marketing efforts to maximize your results. Learn how to develop a youth plan for your credit union.

BREAKOUT SESSIONS

Boxed In: Competitive Threats From Banks, Brokerage Firms, Home Depot, and Wal-Mart

Ron Galloway
Assets are the name of the game in financial services. So picture this, if just 5%; of the people who walk into one of Wal-Mart's 2,700 stores in one week opened a $3,000 deposit account, Wal-Mart would raise $20 billion that week alone. Add another 1,700 stores if Home Depot succeeds in entering financial services. Brokerage firms are attempting to use their cash management accounts as pseudo checking accounts. Bankers are working hard in Washington to thwart legislation beneficial to credit unions. Learn how credit unions can respond to the threats.

Thriving Small to Midsize Credit Unions

Bob Hoel
Throughout the U.S. there are plenty of examples of innovation and growth happening in small and midsize credit unions. Discover how these credit unions are not only surviving but thriving in the marketplace.

The Mortgage Crisis: What it Means for Credit Unions

Steve Rick
Subprime and predatory lending are responsible for an epidemic of housing foreclosures nationwide. So far, credit unions have been able to deal with the crisis better than banks, but there are now significant challenges facing credit unions. Learn how your credit union's balance sheet and margins may be affected, and gain strategies to better position your organization.

Future Money: Virtual Currencies and Deposit Accounts

Ron Galloway
Explore the brave new world of future money and the implications for your credit union. Over the last 10 years, technology has enabled rapid changes in the very nature of money, how it is stored, and how it is perceived. Learn about an array of virtual currencies and deposit accounts, including the Wal-Mart Money Card, PayPal, the Revolution Card, frequent flyer miles, Microsoft Points, and gift cards. The common thread running through many of the new products is an end-run around the traditional banking system.

Big Opportunities for Credit Unions in an Economic Downturn

Bob Hoel
Recessions and economic downturns present big problems and big opportunities. This session focuses on opportunities being seized by smart credit union leaders across the country. Recessions and downturns present opportunities to grow your loan portfolio, grow assets to reduce operating costs, generate more fee income, hire great people, and strengthen member loyalty.

Return on Assets Enhancement

Joe Moreno
Credit union are being challenged today by shrinking margins, increasing loan delinquencies, and increasing benefit costs. Discuss innovative ways to improve your ROA without hindering the overall capital structure or member benefits provided by the credit union.

For more program content information or to request a brochure call 800-356-9655, ext. 4882, or email abollman@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.