| Monday, July 30, 2007 | ||||
| [M01] Effective Models for Credit Union System Organization Location: TELUS Convention Centre, Macleod Hall B&C 11:00 AM - 12:30 PM Speakers: Mike Mercer (Moderator), CEO, Georgia Credit Union Affiliates Alcenor Pagnussatt, Director-President, SICREDI Govert Verstralen, General Manager and Principal Officer, Rabobank Nederland Canadian Branch Credit union movements around the world draw on key aspects of cooperative banking models while retaining the essential elements of credit unionism in their successful efforts to drive growth. If you¡¯ve ever wondered if there¡¯s another way for your country¡¯s movement or credit union to advance while retaining the aspects of not-for-profit cooperative ownership, this session could provide you with the seeds of inspiration. Speakers will share perspectives on how their franchise models have achieved rapid growth. They will also describe the principal variables driving that growth: products and services, delivery systems, management and staff structure, compensation and incentives and more. This session will be simultaneously translated into Spanish and Portuguese. Session Handouts: 15979Microsoft PowerPoint - Presentation for Woccu Final - Verstralen.pdf, 15979calgary - Alcenor PDF Spanish Version.pdf, 15979Alcenor Presentation - Pages 1-10 - English Version.pdf | ||||
| [M02] Serving the Underserved: Untapped Location: Hyatt Regency Calgary, Ballroom 5, 7, & 9 11:00 AM - 12:30 PM Speakers: Steve Delfin (Moderator), Executive Director, National Credit Union Foundation John Weiser, Partner, Brody - Weiser - Burns Does your credit union seek to reach new members and provide better service to existing members? Do you want to reach underserved markets? John Weiser, author of the award-winning book Untapped: Creative Value in Underserved Markets, will describe five proven strategies that credit unions have used to create win-win relationships with underserved communities and people of modest means. Specific examples from credit unions, both large and small, will demonstrate how you can implement these strategies in your credit union to find fortune at the “bottom of the pyramid.” Session Handouts: 15980WOCCU - Untapped.pdf Sponsor: National Credit Union Foundation | ||||
| [M03] Small Business Lending Location: Hyatt Regency Calgary, Ballroom 1,2,3 11:00 AM - 12:30 PM Speakers: Esther A. D'Albero, Director-Financial Product Management, Open Solutions Inc. Mark Kilian, CEO, Community Business Lenders Edith Tsilizani (Moderator), MUSCCO Board Member, MUSCCO Kevin Zakus, Vice President - Business Banking, Vancity Small businesses need financial institutions with flexibility. Business lending offers new opportunities to build stronger relationships with existing members and to attract new members with small commercial needs. Offering business loans requires new vendor relationships, staff training on effective loan evaluation and new marketing techniques. Learn from a credit union’s experience and from the insights of a community business lender in this “how to” on small business lending. Session Handouts: 15981Kevin Zakus - Presentation.pdf, 15981Microsoft PowerPoint - WOCCU Presentation1 E.DAlbero.pdf, 15981Mark Killian Presentation.pdf | ||||
| [M04] Reaching the 18-34 Member Market Location: TELUS Convention Centre, Macleod Hall D 11:00 AM - 12:30 PM Speakers: Tom Atkins, Manager, Program Development, Nelson & District Credit Union Anne-Marie Coffey, Youth and Public Relations Officer, Enfield Credit Union Shoba Gunasekaran (Moderator), General Manager, TCC Limited Michael Mack, Deputy CEO, WAW Credit Union Co-operative Ltd How secure is your credit union’s future? What percentage of your members falls into the 18-34 year old category? Every other financial institution is vying for their business, but members of this generation are less likely to seek conventional business relationships. What can you do to attract them? WOCCU’s 2006 Young Credit Union People (WYCUP) Awardees–credit union leaders from the 18-34 generation–will share practices of their respective credit unions and national organizations to attract this critical market segment. Discover how to reach the generation of today’s borrowers and tomorrow’s savers. Session Handouts: 15971WYCUP Presenters - pages 1-25.pdf, 15971WYCUP Presenters - pages 26-50.pdf, 15971WYCUP Presenters - pages 51-75.pdf, 15971WYCUP Presenters - pages 76-98.pdf | ||||
| [M05] Behavioral and Technical Competencies for Directors Location: TELUS Convention Centre, Macleod Hall A 11:00 AM - 12:30 PM Speakers: Vanessa Boully, Chairman, Alliance One Credit Union Ltd. Joan Ellis, Senior Program Manager, CUSOURCE Credit Union Knowledge Network Alisdair Smith, National Learning Facilitator, CUSOURCE Credit Union Knowledge Network Competent board leadership is critical for guiding a credit union into the future. What criteria can you use to evaluate candidates for your board of directors? Once elected, how can you measure the effectiveness of your directors? Understand critical leadership criteria. Learn the core behavioral and technical competencies of effective directors. Learn from the experiences of an Australian credit union director with varied experience and from two key principals—a senior manager and a practiced consultant—from Canada’s national training organization. This session will be simultaneously translated into Spanish and Portuguese. Session Handouts: 15982Microsoft PowerPoint - Director Competencies WOCCUpresentation v 1_04-Jul_07.pdf, 15982Microsoft PowerPoint - WOCCU - Director Competencies_Smith-Ellis_July 2007.pdf | ||||
| Prospects for Credit Union Development in China Location: TELUS Convention Centre, Macleod Hall A 1:00 PM - 2:00 PM Speakers: Brian Branch (Moderator), Executive Vice President & Chief Operating Officer, WOCCU Barry Jolette (MC), WOCCU 2nd Vice Chairman-USA Gary L. Plank, WOCCU Chairman, Arizona Credit Union System Session Handouts: 18167China Calgary 7 8 07.pdf | ||||
| [M06] Getting Passion Out of Your Profession and Leading Others to Do the Same Location: Hyatt Regency Calgary, Ballroom 1,2,3 2:00 PM - 3:30 PM Speakers: Anne Cochran (Moderator), President & CEO, Louisiana Credit Union League Nina Spencer, Business Keynote Speaker and Author, Nina Spencer & Associates Some people walk into a room and the energy level soars! Others walk in and the energy level drops down, down, down. Which happens when you walk into the room? Are your upbeat attitude and leadership skills daunted by procedures, politics and jam-packed days? Even if you are one of the lucky ones who love what you do, how can you sustain the passion? By consciously practicing certain attitudinal and behavioral skills! With regular infusions of humor and “do-able today” content, Nina Spencer will offer strategies for reigniting the passion in your professional lives. Walk away inspired. Session Handouts: 15984NinaS_WOCCU_PassionHandout.pdf | ||||
| [M07] Building a Strong Credit Union Association Location: TELUS Convention Centre, Macleod Hall B&C 2:00 PM - 3:30 PM Speakers: Normunds Mizis, Project Director - Sri Lanka, WOCCU Susan Newton, Executive Director, AACUL, CUNA & Affiliates Graham Wetter (Moderator), SVP & General Counsel, Credit Union Central Alberta Credit unions learned early on the wisdom of the old adage, “Two heads are better than one.” National associations are essential to the success of credit unions in every country. They take the lead on influencing government regulations, taking political action, using technology, conducting market research, driving product innovation, training and more. Learn from two very different experiences in building strong national associations. One panelist will speak about building a national association from the ground up in Uzbekistan and the other will share his perspective from inside the world’s largest national credit union association. This session will be simultaneously translated into Spanish and Portuguese. Session Handouts: 15985Susan Newton Presentation.pdf | ||||
| [M08] Alternative Capital Products - Lessons from Australia and India Location: Hyatt Regency Calgary, Ballroom 5, 7, & 9 2:00 PM - 3:30 PM Speakers: Howard Bogach (Moderator), President & CEO, Credit Union Central of Ontario Mark Genovese, CEO, Maritime Workers of Australia Credit Union D. Krishna, CEO, National Federation of Urban Coop Banks & Credit Societies Learn about alternative capital products from two inspired speakers. Mark Genovese will provide insight into the prudential, commercial and legal challenges 21 credit unions in Australia confronted when they went to the market to raise AUS$100 million in tier one and tier two capital. This capital innovation received the CFO Award for Structured Finance Deal of the Year in Australia. Hear from the head of the national association of cooperative banks in India, where the movement and the Reserve Bank of India are heading with alternative forms of capital for some of the largest financial cooperatives in the world. Session Handouts: 15986Microsoft PowerPoint - Cooperatives_in_India.pdf, 15986Microsoft PowerPoint - CapitalRaising-Calgary2007.pdf | ||||
| [M09] CU Case Studies: Member-Driven Service Approaches Location: TELUS Convention Centre, Macleod Hall D 2:00 PM - 3:30 PM Speakers: Nataki Kerr, Group Executive Manager, Eastern Credit Union Y.C. Lee (Moderator), Services Development Manager, Credit Union League of Hong Kong Jean-Marc Spencer, Executive Director, Desjardins Caisse Populaire Lasalle “Remember the member” should guide every credit union in its decision-making. Your credit union can avoid getting caught up in the pressures of marketplace competition, product and service proposals and focusing only on the bottom line by always “remembering the member.” Learn how always focusing on the member has benefited credit unions—and their members—in various countries. Session Handouts: 15987Microsoft PowerPoint - Calgary version finale Jean-Marc.pdf, 15987WOCCU Presentation_Nataki Kerr.pdf | ||||
| [M10] Agricultural Lending and Value Chains Location: TELUS Convention Centre, Macleod Hall A 2:00 PM - 3:30 PM Speakers: Susan Albrecht, Senior Vice President - International Division, CUNA Mutual Group K. Wayne Cook, Vice President & Chief Credit Officer, Community Savings Melania Portilla Rodriguez, Specialist of Sustainable Development, Inter-American Institute for Cooperation on Agriculture Jose Manuel Rabines (Moderator), WOCCU Treasurer-Peru Innovations in insurance and lending can lead your credit union back into the agricultural lending market or make your existing activities there more profitable. Learn how and why a crop insurance product was recently developed for credit unions and what a credit union in rural Canada has done to maintain a strong position in the local agricultural market. This session will be simultaneously translated into Spanish and Portuguese. Session Handouts: 15988Microsoft PowerPoint - Calgary Presentation2 Albrecht.pdf, 15988Microsoft PowerPoint - MPortilla presentation Calgary Congress 2007.pdf, 15988K. Wayne Cook.pdf | ||||
| Tuesday, July 31, 2007 | ||||
| [T01] Leadership: Version 2.007- Are You Ready for an Upgrade? Location: Hyatt Regency Calgary, Ballroom 1,2,3 11:00 AM - 12:30 PM Speakers: Michael Atkinson (Moderator), Director, Investment Solutions, Vancity Lisa Bolton, Director, Small Business, Coast Capital Savings George Greenwood, General Manager, Beaubear Credit Union Cory Munden, General Manager, Codroy Valley Credit Union Ltd Beverly Somers, Human Resource Manager, OMISTA Credit Union Malcolm Stoffman, Manager, Marketing & Business Development, Healthcare and Municipal Employees' Credit Union A young professional walks through the doors of your credit union with the ability to lead and to help others thrive. New life is breathed into your institution, people rally around the new leader and the entire organization transforms. Leadership is about vision, which engages the spirit; learning, which stimulates the mind and action, which compels energy. As a next generation leader, are you ready to lead your credit union into the future? As a current leader, do you have the tools to develop and inspire the leaders of tomorrow? Come listen to what these five dynamic young leaders have to say about cultivating leadership. Session Handouts: 15993Young Leadership Presentation - pages 1-25.pdf, 15993Young Leadership Presentation - pages 26-56.pdf | ||||
| [T02] Converting to a Community Credit Union Location: Hyatt Regency Calgary, Ballroom 5, 7, & 9 11:00 AM - 12:30 PM Speakers: Murray Haubrich (Moderator), President & CEO, Community Savings W. G. (Willy) Robinson, General Manager, iNova Credit Union Barry Whyte, General Manager, C&WJ Co-op Credit Union Going community is a major move. It opens the door to new opportunities and prompts new ways of conducting daily business in a credit union immediately. The change can unnerve your long-term members, put your credit union in a highly competitive and risky market and demand more from your employees. Is your credit union ready for the change? What preparations should you make to ensure a smooth transition? Speakers who have walked this path will share lessons learned and advice on what to do (and not do) to prepare for and make the conversion to a community-based credit union. Session Handouts: 15994Barry Whyte Presentation.pdf | ||||
| [T03] Innovative Financial Product Development Location: TELUS Convention Centre, Macleod Hall D 11:00 AM - 12:30 PM Speakers: John Dundas, Senior Vice President of Marketing and Communications, Envision Financial and First Calgary Savings Ray Kenny (Moderator), CEO, Bishopstown Credit Union The Redfrog Mortgage product was introduced by Envision Financial in 2005 as a unique twist on the traditional home equity line of credit. Demand existed and the innovative product structure created the opportunity to charge a premium. But a funny thing happened on the way to market. Somewhere in-between the genesis of the great idea and the market launch, organizational bureaucracy, financial uncertainty, fear of making a mistake and significant technology hurdles gripped the organization… and almost killed what has now become the biggest product development success in Envision’s history. Come learn from the journey of Envision Financial. Session Handouts: 15995Microsoft PowerPoint - WOCCU J Dundas.pdf | ||||
| [T04] Communicating with Members in New and Influential Ways Location: TELUS Convention Centre, Macleod Hall B&C 11:00 AM - 12:30 PM Speakers: Uel Adair (Moderator), President, Irish League of Credit Unions Nina Spencer, Business Keynote Speaker and Author, Nina Spencer & Associates When you're green you're growing, and when you're ripe...you rot! Most credit union professionals know how to communicate with their members, but staying "green and growing" requires a willingness to revisit old communication strategies with new perspectives. We all need to experiment with new persuasive and influential communication techniques to stay fresh. Nina Spencer will provide instruction on how to turn negative sentences to positive, be aware of voice intonation, listen effectively, recognize and defuse the anger cycle in yourself and in your members and be available and memorable to members in ways that impress, inspire loyalty and win kudos. This session will be simultaneously translated into Spanish and Portuguese. Session Handouts: 15996NinaS_WOCCU_Communicating.pdf | ||||
| [T05] Asset Liability and Risk Management Location: TELUS Convention Centre, Macleod Hall A 11:00 AM - 12:30 PM Speakers: Paul Kelly, Chief Financial Officer, First Calgary Savings John McKechnie III (Moderator), Director of Public and Congressional Affairs, National Credit Union Administration Interest rates are on the rise, margins are tighter, new longer term lending products are arriving on the market and the implications for your credit union’s financial position are greater than ever. Strategies and techniques for managing assets and liabilities have changed over time as regulatory agencies have adopted new rules and accounting practices. In this session, focus on strategies for determining risk, responding to interest rate exposure, maintaining appropriate levels of liquidity and investing wisely. This session will be simultaneously translated into Spanish and Portuguese. Session Handouts: 15997Microsoft PowerPoint - WOCCU 2007 First Calgary ALM.pdf | ||||
| [T06] Corporate Social Responsibility: The New Bottom Line Location: Hyatt Regency Calgary, Ballroom 5, 7, & 9 2:30 PM - 4:00 PM Speakers: Daniel Burns (Moderator), Chairman, Credit Union Central of British Columbia Coro Strandberg, Principal, Strandberg Consulting As member-owned financial institutions, credit unions have a vested interest in the health of their local communities, environments and economies. Coro Strandberg will bring to light the business and community opportunities in developing a corporate social responsibility strategy within your credit union. Case studies of leading credit unions around the world will highlight innovative, economic business practices that enhance the quality of life, protect the environment and create business value. Session Handouts: 15999CSR Governance Framework - 6 Steps1.pdf, 15999CSR Continuum Final Draft.doc, 15999CSR Presentation - Coro Strandberg.pdf | ||||
| [T07] Financial Education Improves Sales, Services and Members' Lives Location: TELUS Convention Centre, Macleod Hall B&C 2:30 PM - 4:00 PM Speakers: George Keter (Moderator), President and CEO, FirstSask Credit Union William G. Knight, President, Hebb, Knight and Associates Barbara A. Smith, Senior Supervisory Policy Analyst, Federal Reserve Board If you truly want to help your members attain financial security, educate them. If you want members to use more services, educate them so they understand what you are offering. If you want members to use your credit union as their primary financial institution, then educate them on why your credit union is their best choice. Financial education is essential—savvy consumers know what’s best for them. Come discover how to educate your members effectively and efficiently. This session will be simultaneously translated into Spanish and Portuguese. Session Handouts: 16000HKA Bill Knight- Calgary_July31_07.pdf, 16000Microsoft PowerPoint - WOCCU 2007 Barbara Smith.pdf | ||||
| [T08] Blue Ocean Innovation Strategies: Examples from Financial Institutions Around the World Location: TELUS Convention Centre, Macleod Hall A 2:30 PM - 4:00 PM Speakers: Bob Hoel, Filene Fellow In Residence, Filene Research Institute Garth Manness (Moderator), CEO, Credit Union Central of Manitoba Is your credit union trapped in a "red ocean," bloodied by fiercely competitive rivals offering nearly identical products and services? It is time for your credit union to move into a "blue ocean." Find out how to create uncontested market space and render the competition irrelevant. Drawing from the international best selling book, Blue Ocean Strategy and Filene Research Institute studies, Bob Hoel examines how credit unions and other financial institutions in Europe, Canada, Central America, the United States and elsewhere are successfully creating and implementing blue ocean strategies. Learn about the blue ocean value-innovation framework, a powerful tool for revitalizing your credit union's development strategy. This session will be simultaneously translated into Spanish and Portuguese. Session Handouts: 16001Microsoft PowerPoint - 07-07 WOCCU Calgary-BlueOcean.pdf | ||||
| [T09] Membership Growth Issues Location: TELUS Convention Centre, Macleod Hall D 2:30 PM - 4:00 PM Speakers: Julian Jack (Moderator), Chairman, Caribbean Confederation of Credit Unions Barry O'Flynn, General Manager, Sligo Credit Union Darren Williams, President & CEO, Wescom Credit Union Lagging membership growth is a major challenge facing credit union movements around the world. Attracting additional wallet-share of existing members is one strategy for growth, but it has limitations. Over the past five years, just 0.4% of US credit unions, 0.1% of Irish credit unions, and no credit unions in many markets, have achieved organic double-digit membership growth year after year. Both of these CEOs have been able to do it in mature markets. Combine the wisdom of Tuesday morning’s keynote address with this practical advice to drive membership growth in your credit union. Session Handouts: 16009Microsoft PowerPoint - Membership Growth.pdf, 16009Darren William- Membership Growth.pdf | ||||
| [T10] Equality of Pay Location: Hyatt Regency Calgary, Ballroom 1,2,3 2:30 PM - 4:00 PM Speakers: Ellen Bravo, Adjunct Assistant Professor, University of Wisconsin-Milwaukee Sherri Fogwill (Moderator), Director, Marketing, Newfoundland & Labrador Credit Union There is broad agreement that employees should be compensated fairly and equitably for their contributions on the job. But accomplishing this is a challenge. Credit unions have traditionally paid the front-line employees the lowest salaries. Yet aren't they "the credit union" to members? What criteria originally set these pay scales? What is the percent difference between the highest and lowest paid employees? What is the impact on gender equality? What's the case for changing the compensation system and how would those changes impact business, families and society? Ellen Bravo, an expert on working women and workplace issues, will discuss these and other workplace issues to help you evaluate the situation at your credit union. Session Handouts: 16003Ellen Bravo.pdf | ||||
| Wednesday, August 1, 2007 | ||||
| [W01] Quantitative Governance Measures Location: TELUS Convention Centre, Macleod Hall B&C 9:00 AM - 10:30 AM Speakers: Sean Jackson (Moderator), CEO, Meridian Credit Union Dave Richardson, Senior Manager - Technical Services, World Council of Credit Unions World Council of Credit Unions has been working in credit unions around the world to identify the most important quantitative governance measures. Based on a variety of credit union case studies, Dave Richardson will unveil a framework which identifies where governance problems occur, what indicators can be used to measure their seriousness and what can be done to correct them. Learn how to measure the governance in your credit union. This session will be simultaneously translated into Spanish and Portuguese. Session Handouts: 16004Dave Richardson - pages 1-30.pdf, 16004Dave Richardson - pages 31-49.pdf, 16004Gobernabilidad - Spanish Version - Pages 1-17.pdf, 16004Gobernabilidad - Spanish Version - Pages 18-34.pdf, 16004Gobernabilidad - Spanish Version - Pages 35-52.pdf, 16004Gobernabilidad - Spanish Version - Pages 53-61.pdf, 16004Gobernabilidad - Spanish Version - Pages 62-69.pdf | ||||
| [W02] Credit Union Outreach Programs Location: TELUS Convention Centre, Macleod Hall D 9:00 AM - 10:30 AM Speakers: Priscilla Boucher, Vice President, Assiniboine Credit Union Timothy Challen, Business Development Associate, United Nations Federal Credit Union Carol Hunter (Moderator), Executive Director, Canadian Co-operative Association As member-owned financial institutions, credit unions are leaders in their communities. Patricia Boucher will describe some of her credit union’s nationally recognized programs and partnerships that provide financial services to underserved individuals in surrounding communities. Tim Challen will explain the connection between Mount Kilimanjaro, disadvantaged youth and safer community in Nairobi. Gain new ideas about how your credit union can become a leader in your community. Session Handouts: 16006Priscilla Boucher - Credit Union Outreach Programs.pdf, 16006Microsoft PowerPoint - UNFCU KI WOCCU presentation 1 T.pdf | ||||
| [W03] The Scoop on Security Location: Hyatt Regency Calgary, Ballroom 1,2,3 9:00 AM - 10:30 AM Speakers: Cheryl Bowe-Moss (Moderator), Chairperson, Bahamas Co-operative League Ltd Jim Stickley, CTO, Vice President of Engineering & Co-Founder, TraceSecurity Credit union technology professionals know that it is not enough to install the latest technologies for compliance, fraud detection, identity theft and customer service. It is what you do with those technologies that really count! This session is totally devoted to security and the technological issues that surround it. Jim Stickley will provide insights on current financial institution trends, the latest security challenges and innovative and practical ways in which your credit union can advance its security solutions. Session Handouts: 16008ID-THEFT - pages 1-25.pdf, 16008ID-THEFT - pages 26-50.pdf, 16008ID-THEFT - pages 51-71.pdf | ||||
| [W04] Optional Plans for Offering Credit Cards Location: Hyatt Regency Calgary, Ballroom 5, 7, & 9 9:00 AM - 10:30 AM Speakers: Greg Connor, CEO, Savings & Loans Credit Union (SA) Ltd Mark Lyonette (Moderator), Chief Executive, Association of British Credit Unions, Ltd. David Marquez, General Manager, COPOS Credit Union David Serlo, President, PSCU Financial Services Credit unions have options when it comes to offering credit card products to members. This distinguished panel will share varying product approaches, one of which may be right for your credit union. Greg Connor will share the approach taken by Savings & Loans Credit Union in Australia, a large credit union with various options. Too small to go it alone? David Marquez linked up with a non-credit union financial supplier in the Caribbean to offer credit cards. Learn how US credit unions formed and continue to benefit from cooperation when Dave Serlo provides an overview of PSCU Financial Services. The three different approaches offer something for everyone. Session Handouts: 16002Greg Connor -Presentation.pdf, 16002David Marquez - Presentation.pdf, 16002Dave Serlo presentation.pdf | ||||
| [W05] Creating a Vision for Credit Unions 9:00 AM - 10:30 AM Speakers: Brian Branch (Moderator), Executive Vice President & Chief Operating Officer, WOCCU Mark Cifuentes, Vice President, Technical Services, World Council of Credit Unions Jo-Anne Ferguson, Senior Director, International Development, Canadian Co-operative Association Serge Gosselin, Director of Market Development, Desjardins International Development Ever wonder about the future of your credit union? Come hear the global perspectives of this distinguished multi-national panel of development executives on the future of the credit union movement. They will discuss what they consider to be major challenges and opportunities, current trends, competitive environments and anticipated financial industry developments in the developing markets they serve. This session will be simultaneously translated into Spanish and Portuguese. Session Handouts: 16011Microsoft PowerPoint - DID-Serge GOSSELIN.pdf, 16011Mark Cifuentes Presentation.pdf | ||||
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