Agenda • Day 1
Wednesday, August 1, 2012
7:30 am– 9:00 am   Convention Registration and Exhibit Hall Open
9:00 am– 10:00 am Win Your Market with Marketing
10:00 am– 10:45 am Credit Union Leadership and the NCUA
10:45 am– 11:30 am   Networking Break in the Exhibit Hall
11:30 am – 12:15 pm The Future of Branching
12:15 pm– 1:30 pm      Networking Luncheon
1:30 pm– 2:30 pm The Benchmark: Why Some Financial Institutions Attract More Customers than Others
2:30 pm– 3:30 pm The Gap: Why Your Products and Services Don’t Meet Younger People’s Needs
3:30 pm– 4:15 pm  Networking Break in the Exhibit Hall
4:15 pm – 5:00 pm NEW!  Roundtable
 Q&A Forum

7:30 pm – 9:00 pm   Opening Night Welcome Reception featuring Smokey Robinson
7:30 am - 9:00 am
Convention Registration and Exhibit Hall Open
9:00 am – 10:00 am
Win Your Market with Marketing
Sue Woodard, President, Content and Relationship Management, CU Toolbox

Sue WoodardIs your marketing turning heads? Building buzz? Juicing market share? Unfortunately, for most credit unions, the answer is no. After years of old, tired campaigns and conservative promotional budgets made even leaner through the recession, a lot of credit unions barely stand out in their own markets. Contrast this with banks, many of whom spend more on marketing and squeeze more out of every marketing dollar. If you’re interested in growth, getting loan volume and grabbing younger members, it may be high time to rethink the budgets, the horsepower and the messages you put in your marketing machine. In this session, Sue explains how marketing can be the muscle behind your next growth push.

10:00 am – 10:45 am
Credit Union Leadership and the NCUA
Deborah Matz Chairman, NCUA (invited)

Deborah MatzThe NCUA has never been a bigger part of credit union business. And that’s why it’s imperative for credit unions to hear about agency plans and concerns directly from the regulator.

In just the last few years, the NCUA rearranged the corporate system, levied a large assessment on the industry and ramped up credit union exam frequency and intensity. What’s next? What plans does the regulator have for credit unions? What does it want from the industry’s volunteer boards? Come to the National Directors’ Convention and hear it all, straight from agency leadership.

10:45 am – 11:30 am
Networking Break in the Exhibit Hall
11:30 am – 12:15 pm
The Future of Branching
Kevin Blair, CEO, NewGround | Greg Smith, CEO, PSECU
Rudy Hanley, CEO, Schools | Mark Weber, President, Weber Marketing Group, First FCU (invited )

Kevin BlairGreg SmithRudy HanleyMark WeberThe credit union branch is A) the once and future centerpiece for all member service or B) a bad investment that steals capital dollars from necessary electronic banking projects?

We are seeing incredible innovation in consumer finance. New electronic products and channels have radically changed customer expectations for what a financial institution can and should deliver. What does that mean for the industry’s traditional source for member service delivery?

That is, what do we do with the good, old branch? Is brick-and-mortar suddenly over or are we underestimating the branch’s enduring value and relevance?

A panel of opinionated CEOs and industry observers will be on hand to discuss the electronic banking revolution and the once and future value of your next branch.

12:15 pm - 1:30 pm
Networking Luncheon
1:30 pm - 2:30 pm
The Benchmark: Why Some Financial Institutions Attract More Customers than Others
Jim VanDyke, President, Javelin Research

Jim VanDykeYou offer mobile banking. So does your competitor across the street. And he’s attracting a lot more customers than you are. Why? What’s missing with your new product? What went wrong? Armed with a deep set of Javelin survey data, Jim will explain which factors matter and which don’t when it comes to adoption levels between new, seemingly similar products and accounts. He knows why customers pick one product – sometimes in lopsided numbers – over another and he’ll help you zero in on the details that can make the difference between success and failure.

2:30 pm – 3:30 pm
The Gap: Why Your Products and Services Don’t Meet Younger People’s Needs
Don Shafer, Chairman and Co-Founder, BancVue

Don Shafer

T-shirts? iPods? Facebook friends? Nah. What young people want from their financial institution is a sharp, seamless, fully-modernized suite of electronic banking services and they’re not getting them from their community institutions, says BancVue’s Don Shafer.

A lot of credit unions don’t currently offer the electronic services younger people want. Others offer what Shafer calls a “Frankenstein” suite – a handful of stale, unsightly, poorly integrated electronic banking products. “Younger people look at that and think it’s horrible,” he says. “You can’t offer a 25-year-old the products and services that were new in 2005. They won’t accept it.”

In this blunt, entertaining session, Shafer will tell you just what CUs need to keep up with the demands of young, tech-savvy potential members. You’ll learn what you need to do today to have a viable, sustainable business model tomorrow.

3:30 pm – 4:15 pm
Networking Break in the Exhibit Hall
4:15 pm – 5:00 pm
Roundtable Q&A Forum

We’ve invited our speakers to the roundtables! If you exit the Wednesday main stage presentation with burning questions – or even if you’re just curious and want to listen in – come out to the Roundtable Q&A. We’ll have several main stage speakers sitting in with you for a free-flowing conversation that follows from their presentations.

General session speakers tackle big broad subjects and it may not always be apparent how those big ideas translate specifically to your credit union. How does X apply to our unique field of membership? Is Y right for us? What did he mean by Z? Here’s your chance. Ask your questions and join the conversation at the Roundtable Q&A Forum.



7:30 pm – 9:00 pm