National Association of Federal Credit Unions | 46th Annual Conference and Solutions Expo | July 9 - 13, 2013 | Boston
Income Opportunities Track
Why Mortgage? Why Now?
This session will look at the top reasons credit unions must continue to embrace mortgage lending as a core strategy. Our industry never stopped lending and we have expanded our reach making great strides to reach the 2016 goal of 10% market share.
Dan Green, Executive Vice President, Credit Union Solutions, Prime Alliance Solutions
Understanding the Home Affordable Refinance Program (HARP)
Important enhancements have been made to the Home Affordable Refinance Program (HARP) intended to make it easier for lenders to refinance the mortgages of eligible borrowers. Are you offering these expansions to borrowers? This session will help you understand the impact of the expansions and prepare you for underwriting these loans.
Tammy J. Trefny, Senior Account Manager-Business Development, Fannie Mae
Credit Union Member Data: Marketing to Reach Your Members
Are you offering the products, services and communication channels that your members want? Credit unions are known for being member-centric, but even the most plugged-in credit union leaders may be surprised at recent consumer data that profiled a “typical” credit union member. Benefit from insight garnered through a Genworth study focused on credit union member characteristics.
Steve Richman, Sales Trainer and National Spokesperson, Genworth Mortgage Insurance
2012 Study of Credit, Debit and Prepaid Trends, Member Preferences and Marketing Segmentation by Generation
Benefit from the key findings from Discover Network’s third annual study on member card payment preferences and credit, debit and prepaid market trends. Gain insight into credit union member perceptions on the economy, spending intentions and personal finances. Learn how reaching and attracting members from all generational segments will require an innovative approach that leverages emerging technologies and social media.
Kevin O’Donnell, Vice President of Credit Issuance, Discover Network
Getting Serious about Fee Income
Are you ready to treat fee income with the same intensity that you apply to deposit gathering and loan making? Discover how you measure up against several credit unions who will share their passionate commitment to fee income growth and the ways they reengineered their members’ shopping experience. We’ll focus on innovative techniques to drive fee income-generating products and services to members, with a focus on wallet share, member share and earnings.
Jeffrey Chesky, President and CEO, Insuritas
Regulatory Lookout Points: Significant Risk Areas in Lending
Multi-Dimensional Portfolio Analysis (MDPA) was adopted by the NCUA in 2008 as a way to approach credit risk and is a forward-looking process for conducting a global analysis of credit portfolios. It includes the identification and analysis of risk factors, both at origination and periodically afterward. You will hear how MDPA will be applied by the examiners and what you can do to set up the reporting points and analysis required to comply with MDPA. You will also receive sample reports and strategies from risk management experts on how you can set up your credit union to be exam-ready.
Michael Cochrum, Director of Lending, CU Direct Corporation
Income Opportunity Panel: Post Durbin
Speed dating meets revenue generation for credit unions! Join us for a fast-paced, round robin overview of opportunities for credit unions to meet member needs and generate non-fee income. This session will feature rapid-fire five minute presentations from experts on everything from credit and debit cards to insurance and member business lending. Come see how you can add new sources of income to your credit union.
Hear expert solutions from the following companies:
- Identity Theft, Accidental Death and Dismemberment, Flex Checking
Wayne Conte, Executive Vice President, Affinion Group
- Guaranteed Auto Protection, Mechanical Breakdown Protection, Creditor Placed Insurance
Charlie Peterson, Senior Vice President, Allied
- Member Business Lending
Tracy Kellaher, VP of Business Development, Biz2Credit
- Debit, Credit and Prepaid Cards
Ed Barthelme, Vice President, Strategic Alliance Associate, Vantiv
- Foreign Exchange
Evan Shelan, President and CEO, ezForex
- Outsourced Insurance Brokerage
Jeffrey Chesky, President and CEO, Insuritas
- Financial Planning and Wealth Management
Michael Thompson, National Director of Sales, Money Concepts Int’l, Inc.
- Debt Protection, Credit Insurance
Kris Nelson, Director and Actuary-Credit Protection, Securian Financial Group
Senior Management Forum
Canal ACo-sponsored by Cathedral and Pentegra
Exclusively for credit union senior staff
Senior managers and executives unite. You can’t afford to miss this exclusive networking and idea-sharing session. Gain valuable insight from your peers on improving the day-to-day operations of your credit union. Discuss your long-term goals, share common challenges and find solutions with other credit union senior managers in this highly-interactive forum.
Moderated by Lisa Cox, Director of Events and Education, NAFCU; and Alicia Hosmer, Director of Marketing, NAFCU