Shapiro Group Session: Turning Surviving into Thriving 
Wednesday, October 26 — 1:00 p.m. – 3:00 p.m.
Join us for an innovative session on how Shapiro credit unions are turning difficult economic times into award-winning membership growth. At this year’s Shapiro session, three credit union leaders will share the formula they have found to drive their credit unions to success. The three leaders will share their case studies and discuss practical applications for membership growth, compliance, marketing, lending, and investing that withstand current economic conditions. Find out what they did to beat their competitors and create a turning point for their credit unions.
Concurrent Educational Session — Understanding Credit Union Business Models
Friday, October 28 — 10:00 a.m. – 11:00 a.m.
Tim Harrington, CPA, President, Team Resources
Take a look at high-performing credit unions of various sizes, and focus on the unique products, services, business models, or delivery strategies through which they’ve achieved excellent results. We will discuss how financial institutions have differentiated themselves in this crowded marketplace, and their business models. You will learn that success is a result of clear vision, staying true to core values, and developing a business model that works. Leave this session with a variety of new ideas to improve your financial and member-service performance, and perhaps the chances of thriving in this tough market.
Concurrent Educational Session — Credit Union Innovation: Why Bother?
Thursday, October 27 — 11:00 a.m. – noon
Denise Gabel, Chief Innovation Officer, Filene Research Institute
There isn’t a single investment an organization can make with a greater average return than innovation. However, the "I" word is used so loosely that most executives view the search for innovation as the operational equivalent of snipe hunting. After failed attempts at failed definitions of innovation, it’s easy to wonder, "Why bother with innovation?" Denise will describe how meaningfully unique ideas can help your credit union stand out, have fun, and become more profitable. Learn what innovation is (and isn’t), how to manage an innovation pipeline, rapid prototyping, and where to look for new ideas.
Maximizing Board Performance
Wednesday, October 26 — 1:00 p.m. – 2:30 p.m.
Jason Boles, CEO, Fans Created
The board, as a leadership body, is responsible for maximizing their efforts to effectively serve on behalf of the entire membership. How is your board performing? Are there certain areas holding you back from achieving your goals and guiding the credit union down the path to achieving its ultimate vision? Be prepared to discuss new ways to evaluate, communicate, and motivate to ensure ongoing success of your credit union.
Credit Union Growth Strategies for Board Members
Wednesday, October 26 — 3:00 p.m. – 4:30 p.m.
Jason Boles, CEO, Fans Created
Today’s credit unions will need to be prepared to face tomorrow’s challenges. Gone are the days of easy and automatic growth. For future success, credit unions will have to be innovative and open to new ideas. This will require a different way of thinking and a different approach to running the business. Be prepared to explore new and innovative concepts to help your credit union grow and thrive during these unprecedented economic times.
General Session — Branding Breakthroughs for CUs Near and Far - Part 1
Thursday, October 27 —
Oswaldo Oliva, National Manager, FENACOAC
The Credit and Savings Cooperatives of Guatemala (Federación Nacional de Cooperativas de Ahorro y Crédito—FENACOAC) have recently achieved phenomenal success with a branding campaign tailored to attract new members. Oliva will show us the thinking behind the campaign and describe the results.
Concurrent Educational Session — How Dwolla is Influencing the Intersection of Social Media & Payments
Friday, October 28 — 10:00 a.m. – 11:00 a.m.
Jeff Russell, Senior Advisor, The Members Group
Business is not as usual anymore. The recent sea of change in consumer behavior – caused by phenomena like GroupOn, Facebook, and Twitter – has put many issuers and credit unions at odds with the demands of an increasingly socially-oriented constituency. Uninformed and, perhaps, antiquated institutions are failing to grasp the new and innovative technologies that would allow financial institutions and the public to reconcile this growing divergence. One such technology, Dwolla, is helping credit unions and issuers embrace this behavioral shift and channel it into lucrative opportunities. This conversation will address the expectations of the emboldened 21st century consumer and how integrating features, such as social payments through Facebook and Twitter, and providing tools, like real-time payments analytics dashboard, the industry can harness this tidal shift for future prosperity.
