CUNA’s September Future Forum

CUNA
July 18, 2005

CUNA’s Future Forum is packed with learning opportunities that can have an immediate impact on your credit union. From the new interactive learning labs to the dynamic educational sessions offered in a variety of topic tracks, CUNA Future Forum has the flavor of today's issues and a taste of what's ahead with an agenda that’s rich, robust, and right on target.

When: September 24-27, 2005.

Where: The Hilton San Francisco, just off Union Square in the heart of the San Francisco restaurant, theater, and shopping districts.

Future Forum gives attendees the opportunity to customize their conference learning experience. Choose the sessions that best serve your individual learning objectives. Sessions are grouped in learning tracks to assist you in choosing the session that best fit your credit unions objectives. Tracks include:

• Sales/Marketing
• Leadership/Executive
• Security/Risk Management
• Volunteer/Governance
• Futures
• Lending

This year’s conference weaver and emcee is Dan Irvin, an enlightening speaker, author, and television comedian who is best known as The Professional Summarizer™. Irvin brings his message of laughter therapy to over 100,000 people every year. He is a certified speaking professional and member of the Professional Speaker Hall of Fame. As The Professional Summarizer™, Dale delivers up-to-the-minute comedy monologues based on the events that have just happened. It is a one-of-a-kind presentation that his clients love so much they bring him back year after year.

Saturday, September 24

Are you looking for an opportunity to become a more knowledgeable contributor in your organization? Arrive early in San Francisco for one of the special pre-conference learning labs. These unique workshops offer hands-on learning experiences on important credit union issues. To assist you with applying these fantastic learning experiences to real life examples back home, each session will feature a Future Forum/credit union liaison who will debrief the session and facilitate networking. The learning labs are:

Lessons in Leadership: Golf for Everybody. Attendees learn how the attitudes, preparation, and fundamentals practiced by expert golfers can help unlock their leadership potential. Also, participate in the “Golf for Everybody Workshop” where your golf game will be analyzed.

Paddle & Picnic: A Kayak Adventure on the Bay. You’ll be transported across the Golden Gate Bridge to Sausalito where you’ll meet a personable team of professional kayak instructors who will give you a lesson on paddling. The journey begins through Richardson Bay. Led by the knowledgeable kayak guides, you’ll learn the natural and human history of the region while viewing historic ships, private yachts, and abundant marine life.

The California Culinary Academy: An Incredible Edible Day . Here you’ll become “chef for a day” at the California Culinary Academy. You will work with a team of chefs at this Swiss-style professional cooking school to prepare a gourmet meal. Once the meal has been “expertly” prepared, you’ll be seated at elegantly dressed tables to feast upon your delicious creations.

Sunday, September 25

Mike Abrashoff, best-selling author and former commander of the U.S.S. Benfold, opens the forum with “It’s Your Ship.” His story of how the U.S.S. Benfold was transformed into the best ship in the Navy will rekindle your enthusiasm for making a difference at work. Since the readiness of a ship is a matter of life and death in conflict situations, every crewmember’s contribution matters. Abrashoff empowered his crew to take charge and use ingenuity and initiative to improve every aspect of the way things were done—all in the interest of improving efficiency and readiness. As you hear about creating successful change within the confines of a military operation, you’ll see possibilities for transforming your own organization.

Customized learning options available throughout the day are:

• Strategies for Growing Consumer Loans
• Succeeding as a Community Charter: It's More than a Name Change
• Managing and Directing a High-Performance Financial Institution: A 21 st-Century Blueprint
• The Current Economy: A Compass for the Board
• Don't Get Burned: Prepare Yourself for the Unexpected
• Regulatory Hot Issues: What Examiners Are Focusing On
• Cultivating the Virtual Member
• REAL Solutions: Serving People of Modest Means
• The Future of the Mortgage Market: How Do We Prepare?
• Managing Cost of Funds in a Rising Rate Environment
• Developing a Leadership Pipeline
• CEO/Executive Compensation and Performance Appraisals

Monday, September 26

The morning will consist of CUNA’s annual general meeting and more customized learning options:

• Community Service Experience
• Measuring Your Credit Union's Sales Success
• Ten Changes in the Payment Industry that Will Affect You
• Making the Grade: Board Competencies
• Identity Theft: The Game Is Getting More Complicated
• Emerging Trends in the Workplace
• Members Today and Tomorrow: Challenge and Opportunities
• Business Lending: Is It Right for You?
• CEO Decision-Making Pitfalls: Learning from Management Miscues
• The Promises and Risks of Future and Retirement Benefits
• Spoofing, Spamming, and Phishing: The Net Widens on Financial Crime
• Leveraging the Direction of Technology

Don’t miss the afternoon presentation by Carolyn Kepcher, executive vice president of The Trump Organization, entitled “Business Lessons from The Apprentice’s Straight Shooter.” Known to millions of viewers of the hit reality television show The Apprentice, Carolyn Kepcher has attracted attention for her keen business sense and no-holds-barred assessments of the show’s candidates in the boardroom each week. In her session, she’ll reveal the secrets of her own success and provide you with guidance for your professional life. You’ll get advice on delegating and managing employees by motivation, not fear. And you’ll learn why corporate responsibility and ethical decision-making are at the core of good leadership.

Tuesday, September 27

Customized learning options in the morning include:

• Marketing Your Credit Union through Community Service
• Indirect Lending: Making the Risk Worth the Reward
• Bankruptcy Reform: Preparing for the Future
• CEO Issues Roundtable
• Board Chair Roundtable

The closing session is “Going for the Gold” by Mike Eruzione, the inspirational captain of the U.S. Olympic Hockey Team that beat the odds to win the gold medal at the 1980 Olympics. It was Eruzione’s legendary goal that beat the Soviet team and stunned the world, creating the storybook tale for the Disney movie, Miracle.

In a riveting, inspirational presentation, Eruzione details the heroic victory of the 1980 team. His compelling speech about teamwork, leadership, and defeating insurmountable obstacles will inspire you to never give up on achieving your goals.

Sound too good to miss?

You’re right!

For more information, or to request a brochure, call 800-356-9655, ext. 5700, or e-mail futureforum@cuna.com.