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BUSINESS LENDING & OTHER BUSINESS SERVICES CONFERENCE
July 13 - 15, 2008

and

Annual Credit Union Strategic Lending Conference

July 15 - 18, 2008
Williamsburg Lodge, Williamsburg, Virginia

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Sunday Evening - July 13, 2008
Business Lending & Other Business Services Conference Begins
Colonial Williamsburg Freedom Pass

Every attendee and registered guest
will receive a complimentary Williamsburg Freedom Pass which includes...

  • Daily admission to the Colonial Williamsburg Historic Area exhibitions and the Museums of Colonial Williamsburg for up to a full year.
  • Walking tours
  • The Revolutionary City, a Colonial Williamsburg adventure
  • 50 percent discount on Colonial Evening Program tickets**
  • Orientation Walk
  • Complimentary Historic Area shuttle bus service
  • Viewing of the movie short Williamsburg: The Story of a Patriot
  • Free Parking at the Visitor Center
5:00 p.m. to 6:00 p.m.

Business Lending & Other Business Services Conference Registration
5:00 p.m. to 6:00 p.m.* Welcome Reception
Monday - July 14, 2008
 Business Lending & Other Business Services Conference Begins
9:30 a.m. to 9:45 a.m. Introduction
9:45 a.m. to 10:45 a.m. 7 Reasons for Offering Business Services and How To Be Up And Running Within 90 Days
Mike Hales
Partner
The Rochdale Group
10:45 a.m. to 11:00 a.m. Networking/Refreshment Break
11:00 a.m. to 12:00 p.m. Pitfalls of Member Business and SBA Lending

Joanna Bruno,
President
J.R. Bruno & Associates
12:00 p.m. to 1:00 p.m.* Group Luncheon
*Bring Your Registered Spouse/Guest To These Events
1:00 p.m. to 2:00 p.m. Building Successful Commercial Lending Strategies

Dr. Jerry Crigger
Senior Consultant for Credit and Risk
Omega Performance
2:00 p.m. to 2:15 p.m. Networking/Refreshment Break
2:15 p.m. to 3:15 p.m. Best Practices for Winning and Serving the Business Member Online

Craig McLaughlin
President
Extractble
3:15 p.m. to 4:15 p.m. Benefits of Offering Business Banking Services To Your Members. Low Cost Liquidity, Quality Earning Assets, Non Interest Income, Improvements to Your ROA
Scott Burger
CEO
Member Business Services
4:15 p.m. to 4:30 p.m. Wrap-up
Tuesday, July 15, 2008
Business Lending & Other Business Services Conference
7:30 a.m. to 8:30 a.m.* Sit-Down Breakfast
8:30 a.m. to 8:35 a.m. Introduction
8:35 a.m. to 9:30 a.m. Top 100 Financial Institutions in Business Lending

Rory Rowland
President/Founder
Rowland and Associates
9:30 a.m. to 9:45 a.m. Networking/Refreshment Break
9:45 a.m. to 10:45 a.m. Topic and  Presenter TBD
10:45 a.m. to 11:30 a.m. Topic and  Presenter TBD
11:30 a.m. to 12:30 p.m. Managing Member Business Loan Risk Risk: Regulations, Reviews, Audits and Examinations

Carol Wakefield
Consultant
Carol Wakefield Consulting
12:30 p.m. Day in Review
5:00 p.m. to 6:00 p.m.* Reception

 Whether you’re coming, going, or -- like most -- staying over for both conferences, enjoy twice the opportunities for fun and professional exchange when our cocktail reception brings together participants from both groups for a peak networking experience.

Tuesday Evening, July 15, 2008
Strategic Lending Conference Begins
Colonial Williamsburg Freedom Pass

Every attendee and registered guest
will receive a complimentary Williamsburg Freedom Pass which includes...

  • Daily admission to the Colonial Williamsburg Historic Area exhibitions and the Museums of Colonial Williamsburg for up to a full year.
  • Walking tours
  • The Revolutionary City, a Colonial Williamsburg adventure
  • 50 percent discount on Colonial Evening Program Tickets
  • Orientation Walk
  • Complimentary Historic Area shuttle bus service
  • Viewing of the movie short Williamsburg: The Story of a Patriot
  • Free Parking at the Visitor Center
5:00 p.m. to 6:00 p.m. Registration for Strategic Lending Conference
5:00 p.m. to 6:00 p.m.* Reception

Whether you’re coming, going, or -- like most -- staying over for both conferences, enjoy twice the opportunities for fun and professional exchange when our cocktail reception brings together participants from both groups for a peak networking experience.
Wednesday - July 16, 2008
Strategic Lending Conference
8:00 a.m. to 9:00 a.m.* Sit-Down Breakfast
 *Bring Your Registered Spouse/Guest To These Events
9:00 a.m. to 9:15 a.m. Introduction
9:15 a.m. to 10:15 a.m. Topic and  Presenter TBD
10:15 a.m. to 10:30 a.m. Networking/Refreshment Break
10:30 a.m. to 11:30 a.m. Regulations in Lending

Robert Rutkowski
Weltman, Weinbereg and Reis
11:30 a.m. to 12:30 p.m. Payday Lending: The Credit Union Way

Ed Swanson
Vice President
Patelco Credit Union
12:30 p.m. to 1:30 p.m.* Group Luncheon
1:30 p.m. to 2:30 p.m. Are Your Members Looking Past Your CUs Shelves When Shopping For A Mortgage?
Jill Peterson
VP/Marketing
2:30 p.m. to 3:30 p.m. A Broad Perspective on Lending Risk

Bill Farley
Sales Manager
CUNA Mutual Group
3:30 p.m. to 3:45 p.m. The Day in Review
Thursday - July 17, 2008
Strategic Lending Conference
8:00 a.m. to 9:00 a.m.* Sit-Down Breakfast
9:00 a.m. to 9:05 a.m. Introduction
9:05 a.m. to 10:05 a.m. How to Attract Young (18 - 25) Lending Members

Tom Glatt, Jr.
Executive Consultant
Glatt Consulting
10:05 a.m. to 10:20 a.m. Networking/Refreshment Break
10:20 a.m. to 11:20 a.m. Today's "Mortgage Crisis" - What Does It Mean For Credit Unions?

Tracy Ashfield
Executive Vice President
Strategic Mortgage Solutions for Credit Union Lenders (SMS)
11:20 a.m. to 12:20 p.m. Patriot Express Pilot Loan Initiative

Joanna Bruno
President
J.R. Bruno & Associates
12:20 p.m. to 12:45 p.m. Wrap-up
Friday - July 18, 2008
  Travel Day... Please have a safe trip home!
* Bring Your Registered Spouse/Guest To These Events
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