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2000 Convention Education Tracks & Schedule
Education Tracks Thursday, April 13, 2000 Directors are supposed to set policy. But as credit union business becomes more complex, the role of policies seems to become more obscure. Policy development is an important topic because the future belongs to those who prepare for it. Policies complement planning in that much of the plans eventually become part of policy statements. Policies guide the activities of the people who help make credit unions a success. During this session we will look at: What are policies? How do they help the credit union to succeed? Who writes them? And, What areas should policies address? $40 fee includes instruction, book, exam and light refreshments. Register for this class on the Registration Form. Friday, April 14, 2000 Opening General Session & Keynote Presentation It Only Takes a Minute to Change …A Setback Into a Comeback. Willie Jolley In this time of unparalleled change, we must continue to expand or become expendable! Willie Jolley says, "You might not reach your destination in a minute, but you can change direction in a minute…the minute you make a decision and take action, is the minute you change your life!" This keynote will identify the common denominators for success, the main stumbling blocks that keep you from achieving massive success, and the necessary components needed to achieve that success. This is an exciting program that will empower, enlighten and entertain you! Friday Morning Sponsored by Developing Diamonds and Pearls – Leadership Secrets of the Masters Willie Jolley Leaders, like diamonds and pearls, are rare but not extinct. They can be recreated. With this program, Willie Jolley presents the leadership qualities that many leaders of the 20th Century have employed to transform their lives from the ordinary to the extraordinary. In this program you will learn secrets that will help you create more diamonds and pearls in your own life whether at work or at home. Secrets that work! A bold and exciting program. From Satisfied Members to Raving Fans Rick Olson, President Although Rick Olson speaks to all industries, he has developed a strong following in the credit union world. According to his philosophy, setting your service sights on satisfied members is just not good enough. The financial world is way too competitive. The focus needs to be on creating "Raving Fans". Discover how to make this happen during this challenging and exciting session. The Seven Challenges Facing Lenders in the New Millennium Dennis McQuistion, CSP Loans are an important credit union service. In fact, lending has been called the engine that runs the credit union train. Credit Unions were created to provide members with loans at a reasonable cost. That concept has not changed. What has changed is the way in which lending is offered. Loan apps on the Web, telephone applications, buying and financing cars on-line along with members expectations of how long it takes to get a loan all affect the borrowers decision of where to shop. During this session, Dennis will address seven challenges facing us as lenders that we need to work into our lending process to remain competitive in the new millennium.
Taking Control of the ‘Virtual’ Point of Sale Tom Farin, President, Technology is changing the way people, corporations and financial institutions transact business. As the point of sale shifts from your credit union lobby to your members’ home, is your credit union prepared to take control of this new "virtual" point of sale? In this session, Tom Farin will discuss how you can develop services at your credit unions’ website that help your members buy a home or a car and even plan for retirement. The presentation will also include how to use your website as a source of fee income for non-traditional banking services and how to separate your credit unions home page from the websites of other financial institutions. Whether your credit union has a presence on the Internet or not, this program is packed full of interesting information that will help your credit union plan for the future.
David Lallier Have you ever met someone a second time and the first thought on your mind is "What IS your name?" The basis of this workshop is member service. There is no greater compliment we can pay a member, potential member, or fellow member or volunteer than to call that person by name minutes, days and weeks after meeting them. Remembering the names of those with whom we do business will greatly enhance the reputation and business of that person. This workshop covers two areas.. We first deal with the issue of absent-mindedness, i.e. misplacing keys or that important document minutes before a critical meeting. The second segment teaches and practices the skills of effectively meeting people and remembering their names. This is a skill all of us need and only a few possess for our daily and professional lives. Using The Media To Your Advantage Bill Patterson, President, Bill Patterson, formerly the news director at Columbus’ top radio station and top executive at Ohio’s largest communications agency, is the founder of Reputation Management Associates. Patterson will show you how to portray your credit union in a favorable light in the news media under any circumstances, how to talk to reporters with confidence, and how to use the news media to market your services.
Friday Afternoon Sponsored by Repeat of Morning Sessions From Satisfied Members to Raving Fans The Seven Challenges Facing Lenders in the New Millennium Taking Control of the "Virtual" Point of Sale The "Don’t Forget" Memory Workshop Special Small Credit Union Session Innovative Services for Competitive Times Ann Brinkerhoff, President These are competitive times. As fields of membership expand and overlap, the larger credit unions no longer have their own stable membership base. All around the country, smaller credit unions watch as larger ones put branch offices next door, across the street, or in the supermarket. These large credit unions can offer a full range of services that perhaps the smaller neighboring credit unions can’t. What’s a small credit union to do? The answer is easy. Offer what the big guys can’t. This sessions gives ideas from credit unions across the country of how to be competitive regardless of size. Saturday, April 15, 2000 9AM – 10:30AM General Session & Keynote Presentation Jeff Tobe, President sponsored by Jeff Tobe was recently dubbed, by Insider magazine, "…the Guru of Creativity" in marketing, management and sales. In his 13 years as president of his own advertising firm, Jeff realized the need for more creative approaches to set his clientele apart from their competitors. During his last three years in that industry, he was recognized with 5 International Golden Pyramid Awards for creativity in promotions. In 1992, Jeff took his creative outlook on the road as he pursued a full-time speaking career. Now as one of America’s most sought-after creativity speakers and trainers, Tobe is recognized for his unique and very colorful style! He has helped thousands "get outside of their comfort zones" to find new ways of approaching specific industry or personal challenges. Jeff asks, "what makes you, your product or your service any different out there??". Join Jeff and learn how you too can "Color Outside the Lines". Saturday Morning
Coloring WAY Outside the Lines Jeff Tobe, President Ever feel like your marketing efforts are uncreative, bland, boring? This session takes it’s cue from the saying "It’s okay to color outside the lines, as long as you don’t fall off the page." Plan to attend this session with an open mind and you’ll discover many new ways to "colorize" your marketing efforts! This session is a continuation of the Keynote address by Jeff Tobe where he will continue to talk about how to implement "Coloring Outside the Lines" thinking. From the Cave to the Boardroom Randy Harrington, President This session is designed to offer new ideas, insights and possibilities for incorporating the talent and wisdom of Information Service (IS) professionals in your strategic planning. The session begins with the assumption that technology represents one of the most important variables in determining your credit union’s efficiency, competitiveness and quality of service to your members. Unfortunately, many IS professionals speak "a different language" and they are unable or unwilling to communicate clearly in a strategic framework. With clear examples and proven techniques, you will learn to overcome the critical obstacles that keep you from making the most of the technological ideas the IS professional presents. Xasperating to Xillerating: How to Work with Generation X Mark Arnold CCUE, Vice President of Marketing "I don’t understand my Xer employees, " is a refrain heard often among credit union officials. Relating better to GenX employees helps credit unions improve their productivity. During this session we will look at:: -An overview of Generation X; -Making the work environment appealing to Generation X; -Supervising Generation X. As a supervisor of Xers, Mark gives critical points on how to better work with these employees. Jim Sterling, SPHR The times are a’changing and credit unions need to continue to take proactive measures to protect themselves in the human resources arena. During this session, we will look at employment issues in five areas including 1. Today’s Recruitment Challenges; 2. Employee Rights Issues; 3. Termination Issues; 4. Discrimination/Harassment; and 5. Recent Lawsuits that affect all employers. You will be better informed and able to handle issues in these areas by attending this informative session. Auleen Jarret, BSN, President Recently a disgruntled customer walked into a state agency building with a loaded gun and began harassing people in one department. When people saw the gunman they scampered for a secure hiding place. Some went down the hall to hide in the credit union. The gunman didn’t follow but what if he had? Would you know what to do? We’ve heard the many stories of "going postal", bomb threats, shootings, etc. Your credit union is no safer than any other business unless you know the secrets of what to do to make yourself less of a target. This session will address those procedures to put in place to make you, your employees and your members feel safe at work. Saturday AfternoonEducation Sessions Repeat of Morning Sessions From the Cave to the Boardroom Xasperating to Xillerating: How to Work with Generation X Human Resources Legal Issues Update Feeling Safe at Work Special Small Credit Union Session Barbara Latz and Sue Helmreich, This session will be a repeat of last year’s highly informative roundtable discussion of small credit union managers and board members coming together to share ideas, programs and answers of how they run their unique financial institutions.
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