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Upcoming Engagements

When What Who Where
Dec 8 CUES Directors Conference Steve Williams, Terence Roche
"The Slant: Credit Union News with a Twist"
Palm Desert, CA
Jan 7 CUNA Mutual MEMBERS Development Company Owners Meeting Steve Williams
"Mobile Commerce: What Credit Unions Need to Know"
San Diego, CA
Jan 8 CUNA Mutual MEMBERS Development Company Owners Meeting Terence Roche
"Payment Systems"
San Diego, CA
Jan 22 CUDL Managers Meeting Steve Williams
"Best Practices in Credit Union Efficiency"
Carlsbad, CA
Feb 1 Open Solutions Inc. Sales Meeting Terence Roche
"What Hungry Vendors Need to Know from Snotty Consultants" (or "How to Win Deals")
Newport, RI
Feb 11 Credit Union Executives Society Steve Williams, Terence Roche, Michael Croal
"Quarterly Slant"
Remote Webinar
Feb 12 North Dakota Bankers / South Dakota Bankers Bank Management Conference Terence Roche
"Emerging Trends in Technology & Delivery"
Scottsdale, AZ
Apr 18-19 CO-OP Financial Services THINK 10 Conference Terence Roche
"Payments Services"
Scottsdale, AZ
May 5 CUDL Auto Lending Symposium Steve Williams
"Best Practices in Credit Union Efficiencies"
Las Vegas, NV
May 14 Eastman Credit Union Scott Hodgins
"Emerging Technology Trends for Credit Unions"
Asheville, NC
May 21 New England Financial Marketing Association Ted Thames
"Helping Community Banks Gain Market Share"
Providence, RI
May 25 Mortgagebot Reality Bytes Steve Williams
"Making Mortgage a Relationship Product"
Milwaukee, WI
Jun 2 CUES Premiere CEO Networking Group Terence Roche
"Approaches to Strategic Planning"
Remote Webinar
Jun 7 Association of Credit Unions of Ontario Terence Roche
"Using Benchmarks to Drive Operational Efficiency"
Ontario, Canada
Jun 21 Financial Managers Society Finance and Accounting Forum Steve Williams
"Emerging Trends in Financial Services Technology"
Phoenix, AZ
Jun 22 CUES Annual Convention Terence Roche
"The Future of Credit Unions? Federal Financial Service Cooperatives"
"Adapting Fee Income Strategies for 2010"
Orlando, FL
Jul 15 Texas Bankers Association Senior Management Summit Ken Proctor
"Enterprise Risk Management for Community Banks"
San Antonio, TX
Aug 19-20 Harland Financial Solutions Connections Ken Proctor
"Risk Management in an Era of Potholes"
Orlando, FL
Aug 30 Allied Solutions Conference Steve Williams
"Recent Trends in Financial Services"
Orlando, FL
Sep 28 WebEquity Lending & Technology Conference Ken Proctor
"Risk Management Trends and Best Practices"
Omaha, NE
Oct 8 CUNA Community Credit Union & Growth Conference Steve Williams
"Best Practices in Community Credit Union Performance," "The Right Way to Deploy Business Services"
Boston, MA
Oct 26 Aerospace Conference 2010 Steve Williams
"Innovation and Technology"
Phoenix, AZ