Presented by the Credit Union National Association in partnership with the National Credit Union Foundation |  |
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October 12-15, 2008, in San Francisco, California | Hyatt at Fisherman’s Wharf
555 N Point St. San Francisco, CA 94133-1311 Phone: (800) 233-1234 Fax: (415) 486-4424
Conference-Discount Room Rate: $206 per night for single or double occupancy Hotel Reservation Deadline: September 22, 2008 |
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 | Conference Arrival | | Sunday, October 12
Hotel Check-in after 3:00 p.m. Registration 4:00 - 5:00 p.m. |
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Agenda | Monday, October 13 – Serving Immigrants
7:30 - 8:30 a.m. – Registration and Networking Breakfast Provided
8:30 - 8:45 a.m. – Welcome and Orientation
8:45 - 10:00 a.m. – The Economy and Reaching the Underserved
Bill Hampel, CUNA
10:15 a.m. - 12:00 noon – Diverse Ethnic Membership: How to Serve Immigrants
Warren Morrow, Coopera Consulting
Noon - 1:00 p.m. – Networking Lunch provided
1:00 - 4:00 p.m. – Best Practices: Serving Immigrants
Jim Blake, Harborone Credit Union
Salvador Durran, Mission Area Federal Credit Union
Anita Macias, Patelco Credit Union
4:00 - 4:30 – Taking it all Back to Your Credit Union
Lois Kitsch, National Credit Union Foundation
6:00 - 8:00 – Dine Around Dinners |
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 | Tuesday, October 14 — Serving Youth
7:30 - 8:00 a.m. – Networking Breakfast Provided
8:00 - 9:30 a.m. – Generation Engage!
Adrian Talbott, Generation Engage!
9:45 - 11:30 a.m. – Reaching and Serving Youth
Ben Rogers, Filene Research Institute
11:30 - 1:00 p.m. – Lunch on your own
1:00 - 4:00 p.m. – Best Practices: Serving Youth
Chad LaFlash, UW Credit Union
Michelle Lacour, DOT Federal Credit Union
Salvador Durran, Mission Area Federal Credit Union
4:00 - 5:00 p.m. – Your Members - Their Voice
Panel Discussion
5:00 - 6:00 p.m. – Networking Reception |
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 | Wednesday, October 15 — Serving Low-Wealth
7:30 - 8:00 a.m. – Networking Breakfast Provided
8:00 - 9:15 a.m. – Wal-Mart Financial Centers - What Credit Unions can Learn
Ron Galloway, formerly with Wal-Mart
9:30 - 10:30 a.m. – Defining a Low-Wealth Membership
Lois Kitsch, National Credit Union Foundation
10:30 a.m. - Noon – Best Practices: Serving Low Wealth Members
Tristram Coffin, Alternative Federal Credit Union
Anita Macias, Patelco Credit Union
Noon - 1:00 p.m. – Lunch on your own
1:00 - 2:15 p.m. – National Federation of Community Development Credit Unions
Cliff Rosenthal, Federation
2:30 - 3:45 p.m. – National Credit Union Foundation's Role in Serving Members of Modest Means
Steve Delfin, NCUF
3:45 - 4:30 p.m. – Taking it all Back to Your Credit Union
Have a Safe Trip Home! |
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 | | | | From gathering insights into the needs of low-wealth individuals, immigrants, and youth -- to gaining effective strategies -- this conference is sure to strengthen your credit union and your entire community. |
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 | | | | From an ex-Wal Mart executive who wants credit unions to learn from his experience, to experts on serving low-wealth, immigrants and youth, the "REACH OUT!" conference features an amazing faculty of instructors. |
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