2010 PCUA Convention & Expo

Bally's, Atlantic City, New Jersey May 16-18, 2010

speakers
keynote speaker	Debbie Matz, Chair, NCUA Debbie Matz was nominated by President Barack Obama to serve as the eighth board chair of the National Credit Union Administration. After confirmation by the U.S. Senate on August 7, 2009, she was sworn in on August 24, 2009. Matz is no stranger to NCUA and credit unions, having served as a board member at NCUA from January 2002 to October 2005. As Chair of the NCUA Board, Matz is the spokesperson for the agency and oversees the regulation of federal credit unions and the administration of the federal insurance fund covering approximately 8,000 credit unions with over $800 billion in assets. Prior to becoming NCUA board chair, Matz served on President Obama’s Economic Transition Team. From 2006 until June 2008, Matz was the Executive Vice-President/Chief Operating Officer of a federal credit union serving 90,000 members with branches in the United States and Europe.
foundation breakfast	Lois Kitsch, National Program Manager, REAL Solutions REAL Solutions, the signature program of the National Credit Union Foundation, is a coordinated national effort to document and distribute tested business models and strategies to help credit unions better serve underserved people with real needs. Through REAL Solutions, Americans who struggle from paycheck to paycheck can begin to build savings and secure assets that will help working families for generations to come. Pennsylvania is one of the 36 state credit union trade associations working on this initiative. Prior to joining NCUF, Lois Kitsch managed credit union development projects throughout Europe and Asia for the World Council of Credit Unions and ran a successful credit union strengthening program in the Philippines. Prior to her employment with WOCCU, Kitsch held management positions in credit unions in Florida and North Dakota.
sunday general session	Matthew Goerke Learn simple but powerful ideas for utilizing your memory more effectively to build better relationships and access the information you need, when you need it. Gain ideas on how to develop an instant recall for names, improve efficiency, and build immediate rapport and credibility with others. Matthew Goerke has shared his memory strategies with executives from corporations including AT&T, Prudential, Exxon and Coldwell Banker, as well as many government agencies. Goerke has also trained thousands of students and teachers at all academic levels.
tuesday general session	Denise Gabel, Chief Innovation Officer, Filene Research Institute How will shifting demographics, economic forces and social trends impacting consumers affect credit unions? Denise Gabel will provide specific insights on what credit unions must do to remain relevant to members and consumers by utilizing Filene and ethnographic research to describe how the financial services landscape is evolving to meet consumers’ needs. Discover growing markets and new financial services products. Gabel is the Chief Innovation Officer at the Filene Research Institute. She oversees Filene’s i3 program and other innovation efforts and works to ensure a pipeline of solutions is in place to connect the past and the future for credit unions and consumers. She authored the Filene Research Institute’s Key Findings: Innovation through Collaboration and Key Findings: Blueprints for Innovation and contributed to several CUNA training materials. Prior to joining Filene, Gabel served as Vice President, Strategic Direction, for the Spokane Teachers Credit Union leading strategic planning, innovation, and corporate governance.
education sessions	State Credit Union Forum This forum is a special opportunity for Pennsylvania’s state-chartered credit unions to review their unique issues. The Pennsylvania Department of Banking has been invited to discuss department initiatives. Rick Wargo, Association EVP/General Counsel, and Laurie Kennedy, Association Associate Counsel, will facilitate a discussion of emerging issues, such as community chartering, tax litigation, unrelated business income tax and regulatory updates.
	We Will Survive: Solutions that Work! Small credit unions are facing many challenges, but they are thriving because they continue to focus on the needs of their members. This session, sponsored by the Small Credit Union Network, will discuss the necessity of strategic planning, what successful small credit unions are doing and what the NCUA sees as the future of small credit unions.
	Coaching Employees to Reach Strategic Goals - Claudine Oriani, President, As If Productions Even the best strategic plan will become reality only if you can lead your staff to understand and embrace the goals. Effective coaching is a must for your credit union’s continued success. Discover the four quadrants of coaching and how to measure for results. Discuss how to develop action/coaching plans that work.
	The 10 Cultural Shifts That Must Happen to Impassion Employees - Claudine Oriani, President, As If Productions We all want to work with employees who are passionate about their jobs and the credit union mission. Learn the leadership models that can improve your credit union. Discuss the importance of communicating your intent, keeping the momentum strong and developing an empowered and engaged workforce.
	Corporate Credit Unions Status Update - Jay Murray, President/CEO, Mid-Atlantic Corporate Federal Credit Union The structure for the corporate credit union system is in transition, and there is hope that the emerging system will be even stronger and better able to serve credit unions. In this session, Mid-Atlantic Corporate Credit Union CEO Jay Murray will provide an overview of the corporate stabilization effort and an update on how Mid-Atlantic is meeting the challenges and continuing to help credit unions meet their needs.
	Doing Well By Doing Good - Lois Kitsch, National Program Manager, REAL Solutions; and John Kebles, Pennsylvania Program Manager, REAL Solutions More than 800 REAL Solutions credit unions are finding that reaching out to low-wage, working families makes good business sense. Nearly 25% of the American population is unbanked and relies on alternative financial service providers for their basic financial needs. Credit unions are well positioned to serve this market. Doing so fulfills the social mission of credit unions but is also the right business decision. Learn how your sister credit unions are serving immigrants, young adults and other low-wage, working families while generating revenues to build needed reserves. They are doing well in these difficult times by doing good.
	How to Grow Your Branches in a Tough Economy - Sandy Shenk, PaCUSC State Coordinator, Pennsylvania Credit Union Association A convenient branch network is important to many consumers, but building branch offices may be out of reach for many credit unions. However, having branch access for your members may not be as unattainable as you think. If the problem is location, find out how shared branching can help. If the problem is current branch capacity, find out how shared branching can help. Are you concerned about how your credit union will be able to service the varying needs of multiple generations? CO-OP has several new technologies that make it easy for your credit union to provide more convenient access for your members.
	The Case for Social Media: Using the Social Web to Connect - Brent Dixon, Owner of The Haberdashery; Consultant in Applied Research, Filene Institute Social media is a broad term, meaning many things to many people. So, how do you pick and choose what’s best for your credit union? This session will help you demystify the new media landscape, teach you how to build consumer trust and reach the elusive young adult market in a more personal way online. Brent Dixon will explain and prioritize social media tools, review the basics of social media etiquette to avoid damaging mistakes, discuss the use of consumer-generated content, and introduce best practices and tools for blogging, podcasting, and online video.
	Mastering Social Media: How To Identify, Use and Maximize the Best Tools for Your Credit Union - Brent Dixon, Owner of The Haberdashery; Consultant in Applied Research, Filene Institute How do you incorporate your credit union’s social media efforts into a comprehensive approach to marketing and outreach? What tools are available to help you measure and monitor use and member feedback? Attend this session for help in fine tuning your social media strategy. Understand how to use tools like RSS and real-time search to keep up with what’s being said about your brand. Learn how to build the business case to demonstrate the ROI of your social media program and discuss opportunities for employees to communicate with members directly and informally.
	Staying Afloat in the Sea of Change: Compliance and Auditing Update - Joanne Broderick, Compliance Officer, PCUA; and Chris Feather, Director, Audit Services, PCUA Credit unions are facing many challenges, including new compliance requirements and increased risk from internal and external fraud. It is crucial that all staff understand the steps necessary to protect members and the credit union. Board members also need to be aware off these issues. Keeping up to date with key compliance issues will help the board maintain its course and progress.
	Lending Trends and Innovations — Are You Meeting Your Members’ Credit Needs? Amid all the economic and financial services industry turmoil, credit unions are growing consumer credit while the rest of the market is removing credit. Join this session to discuss findings of research done on lending trends and how credit unions can continue to serve their members. Discover some innovative approaches to building your loan portfolio.