Participant Agenda
Sunday – September 23, 2012
| Time | Event |
|---|---|
| 3:00 – 5:30 | Institute Registration |
| 6:00 – 7:30 | Welcome Reception |
Monday – September 24, 2012
| Time | Event |
|---|---|
| 7:00 – 3:30 | Institute Registration |
| 7:15 – 8:30 | Buffet Breakfast |
| 8:30 – 8:45 | Welcome to VLI-East James This, PhD, President, The Paragon Group Michael Hanson, President, MSIC |
| 8:45 – 10:00 | The Right Moves for Credit Unions in Today’s Economy Dennis Dollar, Principle, Dollar Associates, LLC |
| 10:00 – 10:15 | Morning Break |
| 10:15 – 11:30 | Today’s CU Exam: The Regulator’s Viewpoint Mary Martha Fortney, President, NASCUS |
| 11:30 – 12:45 | Luncheon |
| 12:45 – 2:00 | Breakout Sessions (Participants Choose One) |
| Six Choices, A Insider’s Perspective of the CU Movement at a Crossroads Dennis Dollar, Principal, Dollar Associates, LLC |
|
| State of the Credit Union Movement Michael Hanson, President, MSIC |
|
| Recruiting Quality Volunteers Mary-Beth Spuck, CEO, The Paragon Group |
|
| 2:00 – 2:15 | Afternoon Break |
| 2:15 – 3:30 | Breakout Sessions Repeated (Participants Choose One) |
| Six Choices, A Insider’s Perspective of the CU Movement at a Crossroads Dennis Dollar, Principal, Dollar Associates, LLC |
|
| State of the Credit Union Movement Michael Hanson, President, MSIC |
|
| Recruiting Quality Volunteers Mary-Beth Spuck, CEO, The Paragon Group |
|
| Evening | On Your Own |
Tuesday – September 25, 2012
| Time | Event |
|---|---|
| 7:15 – 8:30 | Buffet Breakfast |
| 8:30 – 10:00 | 25 Things That are Working in Credit Unions Now Frank Diekmann, Publisher, CU Journal |
| 10:00 – 10:15 | Morning Break |
| 10:15 – 11:30 | War and Peace in The Age of Governance Mike Lozoff, Partner, Shutts and Bowen, LLP |
| 11:30 – 12:45 | Luncheon |
| 12:45 – 1:45 | Breakout Sessions (Participants Choose One) |
| Current Perspectives on Volunteer Liability Mike Lozoff, Partner, Shutts and Bowen, LLP |
|
| The Changing Role of the Supervisory Committee James L. This, PhD, President, The Paragon Group |
|
| Enterprise Risk Management Simplified Patty Graves, Senior Consultant-Risk Management,The Paragon Group |
|
| 1:45 – 2:00 | Afternoon Break |
| 2:00 – 3:00 | Breakout Sessions Repeated (Participants Choose One) |
| Current Perspectives on Volunteer Liability Mike Lozoff, Partner, Shutts and Bowen, LLP |
|
| The Changing Role of the Supervisory Committee James L. This, PhD, President, The Paragon Group |
|
| Enterprise Risk Management Simplified Patty Graves, Senior Consultant-Risk Management,The Paragon Group |
|
| 3:00 – 3:15 | Afternoon Break |
| 3:15 – 4:00 | Segmentation and Attracting Young Members Punam A. Keller, Professor, Tuck at Dartmouth |
| 6:00 – 6:30 | Cocktails |
| 6:30 | Dinner |
Wednesday – September 26, 2012
| Time | Event |
|---|---|
| 7:15 – 8:30 | Buffet Breakfast |
| 8:30 – 10:00 | Innovation and what’s Ahead for Credit Unions Denise Gabel, Chief Finance & Strategy Officer, Filene Research Institute |
| 10:00 – 10:15 | Morning Break |
| 10:15 – 11:30 | Positioning Your Credit Union for Growth Punam A. Keller, Professor, Tuck at Dartmouth |
| 11:30 – 12:45 | Luncheon |
| 12:45 – 2:00 | Strategies for Improving Net Income Bob Schumacher, Senior Consultant, The Paragon Group |
| 2:00 – 2:15 | Afternoon Break |
| 2:15 – 3:30 | Creating an Effective Strategic Plan James This, PhD, President, The Paragon Group Michael Hanson, President, MSIC Bob Schumacher, Senior Consultant, The Paragon Group |
| 3:30 | Institute Concludes |
Thursday – September 27, 2012 – Optional Strategic Planning Day
| Time | Event |
|---|---|
| 7:15 – 8:30 | Breakfast on Your Own |
| 8:30 – 9:30 | Strategic Planning Orientation James This, PhD, President, The Paragon Group Michael Hanson, President, MSIC |
| 9:30 – 9:45 | Morning Break |
| 9:45 – 11:30 | Facilitated Individual Credit Union Sessions |
| 11:30 – 12:30 | Networking Lunch |
| 12:30 – 1:15 | Facilitated Individual Credit Union Sessions |
| 1:15 – 1:30 | Afternoon Break |
| 1:30 – 3:30 | Facilitated Individual Credit Union Sessions |