Credit Unions
Schedule at a Glance
Monday, June 21, 2010  
12:00 p.m. - 1:00 p.m. Registration
1:00 p.m.- 2:30 p.m.
 
 
 		 Welcome to Conference & Opening General Session
It's 2013: Do You Know Where Your Members Are?
Time Lerew, Tim Lerew & Associates
Sponsored by: Credit Union Resources, Inc.
2:30 p.m. - 2:45 p.m.  Refreshment Break
2:45 p.m. - 4:15 p.m.
 
  		 General Session
The Strategic Volunteer
Rick Olson, Rick Olson Seminars
5:00 p.m.- 6:00 p.m.  Welcome Reception
6:00 p.m.  Dinner on Your Own
   
Tuesday, June 22, 2010  
8:00 a.m. - 8:30 a.m.  Continental Breakfast
8:30 a.m. - 9:45 a.m.
 
  		 General Session
Bank Secrecy Act (BSA) Update 
Robert Rutkowski, Weltman, Weinberg & Reis Co., L.P.A.
9:45 a.m. - 10:00 a.m.  Refreshment Break
  Sponsored by: Business Compensation Consulting
10:00 a.m. - 11:30 a.m.  Concurrent Breakout Sessions
  Breakout #1 - Directors and Officers Liability - Robert Rutkowski, Weltman, Weinberg & Reis Co., L.P.A.
  Breakout #2 - Credit Union Growth Strategies for Board Members - Rick Olson, Rick Olson Seminars
  Breakout #3 - The Rules Are Clear - You Must Work with Your Outside Auditor... Here's How! - Dan Moulton, Orth, Chakler, Murnane & Company, CPAs
11:30 a.m. - 12:30 p.m.  Networking Lunch
12:30 p.m. - 2:00 p.m.  Concurrent Breakout Sessions
  Breakout #4 - Evaluating Your CEO - Rick Menton, Menton Consulting, Inc.
  Breakout #5 - Nuts & Bolts of Credit Union Service Organizations - Brenda Barrett Healey, Henslee Schwartz LLP
  Breakout #6 - Due Diligence for Third Party Vendors - David Reed, CU Doctor
2:00 p.m. - 2:15 p.m.  Refreshment Break
  Sponsored by: Business Compensation Consulting
2:15 p.m. - 3:45 p.m.  Concurrent Breakout Sessions
  Breakout #7 - Excellence in Board Governance - Rick Menton, Menton Consulting, Inc.
  Breakout #8 - Peak Performance for the Supervisory Committee - Tim Harrington, TEAM Resources
  Breakout #9 - Built Something Great? Don't Leave the Door Open to the New Threats - Idrees Rafiq, Financial & Technology Resources
3:45 p.m. - 4:00 p.m.  Stretch Break
4:00 p.m. - 5:30 p.m.  Concurrent Breakout Sessions
  Breakout #10 - Compliance Update - Suzanne Yashewski, Texas Credit Union League
  Breakout #11 - Financial Statements Made Easy: Finally! - Tim Harrington, TEAM Resources
  Breakout #12 - Hot Topics Roundtable - Facilitated by: Curtis Collins, JSC FCU
5:30 p.m.  Enjoy the sights and sounds of San Antonio, Texas
   
Wednesday, June 23, 2010  
7:30 a.m. - 8:30 a.m.  Breakfast Buffet
8:30 a.m. - 10:00 a.m. 
 
 		 General Session
Recruiting, Retaining, & Motivating Volunteers
Randy Pennington, Pennington Performance Group
10:00 a.m. - 10:15 a.m.  Morning Break
10:15 a.m. - 11:30 a.m. 
 
 
 		 Closing General Session
Change Management: From Fighting the Storm to Dancing in the Rain
Speaker Ed Robinson, Ed Speaks
Sponsored by: Credit Union Resources, Inc.
11:30 a.m. 
 		 Grand Prize Drawing
Sponsored by: Financial & Technology Resources