1) The Myths & Mysteries of ROI
Gerry Singleton, Sr. Manager, Product Learning and
Christine Rath-Corniels, Implementation Product Manager, CUNA Mutual Group, Madison, WI
2) Developing a Leadership Program at your Credit Union
Christine Sliz, Organizational Development Consultant, Sliz &Associates, Petaluma, CA,
Diana Wozniak, Manager, Human Resources, Tampa Bay FCU, Tampa, FL and Michelle Greear, Manager, Corporate Training, Technology CU, San Jose, CA
6:00 - 6:30 p.m.
WELCOME RECEPTION for FIRST TIME ATTENDEES
6:30 – 7:30 P.M.
WELCOME RECEPTION FOR ALL ATTENDEES
MONDAY, APRIL 23
7:30 - 4:00 p.m.
CONFERENCE REGISTRATION
7:30 - 8:15 a.m.
CONTINENTAL BREAKFAST
8:15 – 8:45 a.m.
WELCOME and OPENING REMARKS
Tammy Trudelle, VP Human Resources, Fort Worth Community CU, Bedford, TX
8:45 – 9:45 a.m.
KEYNOTE SESSION
Foundations of Leadership
Ty Warren, President, W3 Communication and Training, Birmingham, AL
Sponsored by Schneider Sales Management, Inc.
9:45 - 10:15 a.m.
NETWORKING BREAK with SPONSOR VISITS
10:15 – 11:30 a.m.
BREAKOUT SESSIONS
HRtrack
Pandemic Preparedness: Predictions, Plans and Provisions
David Lubick, Corporate Asset Protection, CUNA Mutual Group , Madison, WI
Clash, Crash, Kaboom: 4 Generations in 1 Workplace
Andy Fujimoto, CEO, AmeriBen/IEC Group, Boise, ID
Training Track
Training Track (Repeats)
First Things Fast: Tools and Techniques for Front End Needs Analysis
Rebecca Frazee, Training and Performance Consultant, Allison & Associates, San Diego, CA
It’s More than PowerPoint: Using Technology in Training
Marlo Foltz, Director Blended Learning, Credit Union National Association, Madison, WI
Sponsored by Precision Information, LLC
Executive Series
Relating Relationally
Ty Warren, President, W3 Communication and Training, Birmingham, AL
11:30 – 11:45 a.m.
COMMUNICATION BREAK
11:45 - 1:15 p.m.
LUNCHEON
1:15 – 2:30 p.m.
BREAKOUT SESSIONS
HR Track
Pre-funding of Benefits: A Dynamic Way to Control Benefit Costs
John Moreno, Director, Members Capital Advisors, Madison, WI
Creating “Stickiness” with Your Star Performers
Andy Fujimoto, CEO, AmeriBen/IEC Group, Boise, ID
Training Track
First Things Fast:
Tools and Techniques for Front End Needs Analysis
Rebecca Frazee, Training and Performance Consultant, Allison & Associates, San Diego, CA
Training Mirror: Doing a Training Self Assessment
Diana Nellis, Manager, Corporate Training, America’s First CU, Ogden, UT
Executive Series
Culture Rules
Ty Warren, President, W3 Communication and Training, Birmingham, AL
2:30 – 2:45 p.m
NETWORKING BREAK
2:45 – 4:00 p.m.
GENERAL SESSION
State of the (Credit) Union Address
Dick Ensweiler, President, Texas CU League, Dallas, TX
Leadership vs. Management
Rory Rowland, Business Consultant, Rowland Consulting, Independence, MO
9:30 - 10:00 a.m.
NETWORKING BREAK with SPONSOR VISITS
10:00 – Noon
MINI WORKSHOPS
HR Track
Legal Updates are Fun!
Mary LaVigne-Butler, Attorney, Stanford FCU, Palo Alto, CA
Training Track
Making Compliance Training Fun
Andrew Janning, AVP Training and Quality Service, FORUM CU, Indianapolis, IN
Executive Series
Financial Statements without a Harvard MBA
Rory Rowland, Business Consultant, Rowland Consulting, Independence, MO
Noon - 1:30 p.m.
GRAB-N-GAB LUNCH – CHOOSE A ROUNDTABLE
Leveraging Testing
Facilitator: Michael Hiller, VP Administration, Stanford FCU, Palo Alto, CA
The Pros and Cons of Incentive Plans
Facilitator: Kent Strueling, VP Human Resources, America First FCU, Riverdale, UT
The Latest in Benefit Plans
John Moreno, Director, Members Capital Advisors, Madison, WI
The Five Hottest Topics in Training
Facilitator: Suzanne Oliver, VP, Educational Services, Mountain America CU, West Jordan, UT
1:30 - 2:45 p.m.
BREAK OUT SESSIONS
HR Track
Business Continuity: HRs Role in the Planning Process
Barry McDonald, VP of professional services, Agility Recovery Solutions, Mississauga, Ontario
Strategies for Success with the EEOC
Mary LaVigne-Butler, Attorney, Stanford FCU, Palo Alto, CA
Training Track
The Psychology of Learning
Lee Alderman, Training Manager, Redwood CU, Santa Rosa, CA
Presenting with Confidence and Credibility
Michele McFarlane, Educational Services Consultant/Partner, Mountain America CU, West Jordan, UT
Executive Series
The Boss’s Mind: What Goes On In There?
Diana Dykstra, President/CEO, SF Fireman’s CU, San Francisco, CA,
Glenn Strebe, President/CEO, Air Academy CU, Colorado Springs, CO,
Nader Moghaddam, President/CEO, Financial Partners CU, Downey, CA
2:45 – 3:00 p.m.
NETWORKING BREAK
3:00 – 4:15 p.m.
BREAKOUT SESSIONS
HR Track
Business Continuity: HRs Role in the Planning Process
Barry McDonald, VP of professional servicesr, Agility Recovery Solutions, Mississauga, Ontario
Creative Compensation in a Sales Environment
Clinton Koker, CEO, KGA, Wichita, KS
Denny Graham, Director-CU Sales, Schneider Sales Management Inc, Chesterfield Missouri
Sponsored by Precision Information, LLC
Training Track
The Psychology of Learning
Lee Alderman, Training Manager, Redwood CU, Santa Rosa, CA
Presenting with Confidence and Credibility
Michele McFarlane, Mountain America CU, West Jordan, UT
Executive Series
Economic Update
James D. Likens, Morris B. and Gladys S. Pendleton Professor of Economics, Pomona College, Claremont, CA
Evening
FREE EVENING TO ENJOY SAN DIEGO
WEDNESDAY, APRIL 25
8:00 - 8:30 a.m.
CONTINENTAL BREAKFAST
8:30 - 10:00 a.m.
GENERAL SESSION
"Where Will Tomorrow's Leaders Come From? Will They Be Ready? Will They Succeed?
Mark Elliott, Founder, PowerStart Onboarding, Moreland Hills, OH
10:00 - 10:15 a.m.
NETWORKING BREAK
10:15 - 11:15 a.m.
CLOSING SESSION
“You Can’t Hide Spinach In a Box of Candy”
Patrick Adams, EVP, St. Louis Community CU, St. Louis, MO
CUNA HR & Training Development Council Summit 
