Agenda

Tuesday January 17, 2012*

*Optional Bonus Sessions

Time Event Speaker
7:30 am – 8:30 am Bonus Session Registration
8:30 am – 11:30 am Financial Essentials
Bob Schumacher, President/CEO
MountainCrest Credit Union
8:30 pm – 11:30 am Working from Strengths
James This, President
The Paragon Group
11:30 am – 12:45 pm Networking Lunch
4:00 pm – 6:00 pm Institute Registration

Wednesday, January 18, 2012

Time Event Speaker
7:30 am – 4:00 pm Institute Registration
8:30 am – 8:45 am Opening
8:45 am – 10:00 am The New Normal
Dennis Tanimoto, President
Hawaii Credit Union League
10:00 am – 10:15 am Morning Break
10:15 am – 11:30 am International Year of Cooperatives and How Your Credit Union Can Connect
Dave Grace, Sr. Vice President
World Council of Credit Unions
11:30 am – 12:45 pm Luncheon
12:45 pm – 2:00 pm Breakout Sessions (Participants Choose One)
  • Assessing the Performance of the Board
James This, President
The Paragon Group
  • Dealing with Auditors and Examiners
Bob Schumacher, President/CEO
MountainCrest Credit Union
  • Cooperatives in Action
Dave Grace, Sr. Vice President
World Council of Credit Unions
2:00 pm – 2:15 pm Afternoon Break
2:15 pm – 3:30 pm Breakout Sessions

(Participants Choose One)

  • Assessing the Performance of the Board
James This, President
The Paragon Group
  • Dealing with Auditors and Examiners
Bob Schumacher, President/CEO
MountainCrest Credit Union
  • Cooperatives in Action
Dave Grace, Sr. Vice President
World Council of Credit Unions
Evening On Your Own

Thursday, January 19, 2012

Time Event Speaker
7:15 am – 8:45 am Buffet Breakfast
8:30 am – 10:00 am Media Perspectives on the CU Movement
Sarah Cooke, Editor
Credit Union Times
10:00 am – 10:15 am Morning Break
10:15 am – 11:30 am Regulatory & Legislative Update
Dennis Tanimoto, President & CEO
Hawaii Credit Union League
11:30 am – 12:15 pm Box Lunch
12:15 pm – 1:30 pm Roundtable Discussions
  • Upcoming Issues in Plastic Card Services
  • Other Income Opportunities
  • Questions for the Regulator
  • CEO Compensation Issues
1:30 pm – 1:45 pm Afternoon Break
1:45 pm – 3:30 pm Asset Group Roundtable Discussions
  • <$250 Million
  • $250 Million-$500 Million
  • $500 Million-$1 Billion
  • >$1 Billion
6:00 pm Ohana Dinner

Friday, January 20, 2012

Time Event Speaker
7:15 am – 8:45 am Buffet Breakfast
8:30 am – 10:00 am Volunteer Liabilities
Brian Witt, Partner
Farleigh Wada Witt
10:00 am – 10:15 am Break
10:15 am – 11:30 am Economic Forecast
Byron Gangnes, Professor
University of Hawaii
11:30 am – 12:45 pm Luncheon
12:45 pm – 2:00 pm Concurrent Sessions

(Participants Choose One)

  • Compliance Update
John Eslinger, Director of Compliance
The Paragon Group
  • How the Financial Crisis Changed the Fed
Byron Gangnes, Professor
University of Hawaii
2:00 pm – 2:15 pm Break
2:15 pm – 3:30 pm Changing Work Culture Ray Ohta, President
Pacific Training and Development Company
6:00 pm Luau in Paradise

Saturday, January 21, 2012

Time Event Speaker
7:15 am – 8:45 am Buffet Breakfast
8:30 am – 9:30 am NCUA Update
Debbie Matz, Board Chair
NCUA
9:30 am – 9:45 am Break
9:45 am – 11:30 am NCUA Update, continues
Debbie Matz, Board Member
NCUA
11:00 am Institute Concludes


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