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Jan 15
|
MEMBERS Development Company Owners Meeting
|
Steve Williams
"Technology CUSOs: How Collaborative Investments Can Work for Credit Unions"
"Lessons Learned from Bank Holding Companies"
|
Coronado, CA
|
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Jan 29-31
|
CUES Symposium
|
Steve Williams
"Mergers & Collaborations: What Works, What Doesn't"
|
Big Island, HI
|
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Feb 18
|
Education Credit Union Council 2008 Annual Conference
|
Terence Roche
"Emerging Technology Trends" & "Member Service in a Multi-Channel World"
Tripp Johnson
"Top 10 Things Directors Need to Know"
|
Phoenix, AZ
|
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Mar 13
|
Western States Summit Users Group Meeting
|
Quintin S. Sykes
"R U RDY? 10 Questions About Anytime, Anywhere Customer Service"
|
Las Vegas, NV
|
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Mar 25
|
CUES Webinar
|
Quintin S. Sykes
co-presenting with
Tripp Johnson
"Developing Your Credit Union's Mobile Strategy"
|
Remote
|
|
Mar 30
|
NuVision Federal Credit Union Board Retreat
|
Terence Roche
"10 Questions Directors Should be Asking About Technology"
|
Scottsdale, AZ
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Apr 1
|
South Carolina Bankers Association 2008 Credit Conference
|
Michael Croal
"Commercial Lending Trends"
|
Columbia, SC
|
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Apr 3
|
CUES Rocky Mountain Council Spring Conference
|
Terence Roche
"De-Commoditizing Your Credit Union"
|
Albuquerque, NM
|
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Apr 9
|
Altura Credit Union Board Planning Session
|
Steve Williams
"Industry Trends and Financial Services Best Practices"
|
Half Moon Bay, CA
|
|
Apr 23-25
|
Marquis Software Solutions User Group Meeting
|
Scott Hodgins
"The Bloody Battle for Checking Accounts"
|
Las Vegas, NV
|
|
May 5
|
CUNA National Credit Union Roundtable
|
Scott Sommer
"The Bank Holding Company Concept: A Best Practice for Credit Unions?"
|
Reunion, FL
|
|
May 5
|
BAI Mavericks in Banking
|
Steve Williams
"Bank Delivery Channels"
|
Silicon Valley, CA
|
|
May 14-16
|
CUES Experience
|
Steve Williams
"2008's Top Technology Trends" & "Infrastructure is Boring: Your Take on Emerging Trends in Infrastucture and Technology"
Terence Roche
"Vendor Update" & "Perspectives on CRM: A Vendor Panel" (facilitation)
|
Minneapolis, MN
|
|
Jun 3
|
CUES Webinar
|
Eric Weikart
"Best Practices in Vendor Management"
|
Remote
|
|
Jun 16-18
|
ABA Stonier Graduate School of Banking
|
Quintin S. Sykes
"Managing Technology"
|
Philadelphia, PA
|
|
Jun 17
|
Fiserv Client Conference
|
Terence Roche
"How to Move Technology Projects Ahead at Your Bank"
|
Lake Mary, FL
|
|
Jun 19
|
ABA Stonier Graduate School of Banking
|
Anita Gentle Newcomb
"The Future of Banking Today"
|
Philadelphia, PA
|
|
Jun 22-25
|
CUES Annual Convention: Marketing and Technology for Credit Union Directors
|
Terence Roche
"Keys to Successful Technology Governance"
|
Cancun, Mexico
|
|
Jul 11
|
ABA National School of Banking
|
Steve Williams
"Technology"
|
Fairfield, CT
|
|
Aug 6
|
Norcal CUES Council
|
Steve Williams
"Emerging Trends in Financial Services Technology and Delivery"
|
San Francisco, CA
|
|
Aug 7
|
Raddon Credit Union CEO/Directors' Forum
|
Terence Roche
Mergers
|
Sonoma, CA
|
|
Sep 9
|
Bradford Scott Sharetec Users Conference
|
Ted Thames
"Rewards Checking Products and the Benefits to Credit Unions"
|
Indianapolis, IN
|
|
Sep 9
|
CUES Webinar
|
Steve Williams
co-presenting with
Terence Roche
"Using Benchmarks to Drive Operational Efficiencies"
|
Remote
|
|
Sep 9
|
Hyland VOGUE Conference Webinar
|
Michael Croal
"A Guide to Enterprise Content Management Results / Leveraging ECM Throughout the Enterprise"
|
Las Vegas, NV
|
|
Sep 15
|
Harland Connections 2008
|
Terence Roche
"The Need for Speed: Driving Efficiency in a Tough Market"
|
Orlando, FL
|
|
Sep 21
|
Hyland VOGUE Conference Webinar
|
Michael Croal
"A Guide to Enterprise Content Management Results / Leveraging ECM Throughout the Enterprise"
|
Las Vegas, NV
|
|
Sep 22
|
Fiserv CBS Worldwide PIP Conference
|
Quintin S. Sykes
"The Need for Speed: Driving Efficiency in a Tough Market"
|
Orlando, FL
|
|
Sep 24
|
Wisconsin Bankers Association Technology Conference
|
Quintin S. Sykes
"Building the Business Case for Technology in a Challenging Economy"
|
Appleton, WI
|
|
Oct 1
|
Western Independent Bankers Annual Technology & Security Summit
|
Scott Hodgins
"Taking Your Technology Strategic Plan to the Next Level"
|
Henderson, NV
|
|
Oct 1
|
California Independent Bankers 18th Annual Conference
|
Steve Williams
"Strategic Planning"
|
Monterey, CA
|
|
Oct 8
|
i_Tech Corporation Client Conference
|
Terence Roche
"Using Bits and Bytes to Level the Playing Field" and "What Your Technology Plan Must Accomplish in the Next 12 Months"
|
Billings, MT
|
|
Oct 10
|
CUNA Community Credit Union Conference
|
Steve Williams
"What's in a Performance: A Comparison of Community Credit Unions to Community Banks"
|
San Diego, CA
|
|
Oct 16
|
Open Solutions Inc. Business Services Forum
|
Terence Roche
"Why Should You Be in Member Business Services? Are You Ready as an Organization?"
|
San Diego, CA
|
|
Oct 16
|
Arizona Bankers Association CEO & Directors' College
|
Steve Williams
"Surviving the Dark Ages of Banking"
|
Phoenix, AZ
|
|
Oct 22
|
Open Solutions Inc. Business Services Forum
|
Terence Roche
"Why Should You Be in Member Business Services? Are You Ready as an Organization?"
|
Hartford, CT
|
|
Nov 2
|
CUNA Lending Council
|
Steve Williams
"e-Lending" (a pre-conference workshop)
|
Orlando, FL
|
|
Nov 3
|
SuperCommunity Bank CEO Forum
|
Steve Williams
"IS Security Best Practices"
|
Naples, FL
|
|
Nov 3-5
|
CUES CEO Network
|
Steve Williams
General session topic TBD
|
Las Vegas, NV
|
|
Nov 15
|
CU Infotech '08 Conference
|
Quintin S. Sykes
"Emerging Trends in Credit Union Technology and Delivery"
|
New Orleans, LA
|
|
Dec 4-5
|
Credit Union Best Practices Conference
|
Ted Thames
"Building and Implanting a Winning Strategy"
|
Orlando, FL
|
|
Dec 11
|
CUES Webinar
|
Michael Croal
"Developing Your Credit Union's Payments Strategy"
|
Remote
|
|
See where we were in 2007
|