The latest information from NCUA directly impacting today's credit unions.

Robert M. Fenner is NCUA General Counsel. As General Counsel, he provides legal advice to the Board and other NCUA offices, administers the agency’s rulemaking policies and represents the agency in litigation proceedings.

Fenner joined NCUA as a staff attorney in 1974 and was named assistant general counsel in 1977. He became deputy general counsel in 1981 and was selected to serve in his current position in 1985.

A native of St. Joseph, Mo., Fenner is a graduate of the University of Kansas and received is juris doctor degree from George Washington University National Law School in Washington, D.C.

Today’s credit union is faced with broad industry news alerts, media assaults, and the advent of 24/7 news outlets. Combine the realities of today with the need to ensure our reputation and brand image maintain our high standards, and you have a tall order to fill!

We will explore the necessity of an effective reputation management process that ensure that you have the control over your credit union’s all-important reputation. We will share a proactive reputation management process that builds, reinforces and rewards our member loyalty and carves the right image in the minds of our members.
 

Session II: "An Introduction to Social Media for Credit Unions"

From email marketing to social media tools such as Twitter and Facebook, how can you use these new tools to extend your marketing message and react to member feedback? We will provide a ground-level view and introduction to social media and the various potential channels.

We will review the available technologies, their impact on marketing, and provide guidelines to develop strategy for social media. The session will also look at the practical side of how to use the new social media technologies to deliver ROI and where to start and pit-falls to avoid. Lastly, we will present relevant case studies of early social media success stories.

Bruce Clapp is a leading executive marketer with over 18 years of marketing expertise. During the past 15 years Mr. Clapp has served in various executive bank marketing leadership positions.
Leading banks and community financial institutions with a local, regional and national scope into new product development, brand building and strategic planning success have been the career hallmarks of Bruce Clapp. Bruce’s career includes successful growth at Bank One, Midfirst Credit Union, and Liberty Savings Bank in executive marketing and sales management roles Prior to founding MarketMatch, Bruce championed a new financial institution consulting practice that focused on member retention, acquisition, and loyalty marketing for the nation’s largest provider of value-added marketing.
He also displayed entrepreneurial spirit in leading another start-up firm, Cheek-ums, Inc Toys. Bruce has achieved numerous awards for his work including: youngest recipient of the Bank One President’s Sales Award, The OCUL Marketing Brilliance Award, Dayton Business News 40 Under 40 Award, and the 2005 Gold Distinguished Alumni Award from Wright State University. Bruce is a regular featured speaker with the American Bankers Association (ABA) and numerous ABA state chapters. Bruce’s work has been published through the ABA’s Marketing Network Library, ABA Bank Marketing magazine, US Banker, and Business Journals around the country. Bruce’s creative approach to bank marketing has been highlighted in ABA Bank Marketing, ABA Banker’s News, US Banker, Credit Union Times, Financial Services Marketing, Advertising Review, Dayton Daily News, Cincinnati Business Journal, and the
Dayton Business Journal. In 2005 Bruce authored a book on Marketing Financial Services, on behalf of the American Bankers Association. The book was released in September of 2005 and now serves as the defacto guide for marketing instruction for the ABA, AIB and institutions for higher learning around the country. Bruce is currently working on his next book for the “Army of One” marketer. Bruce is active in his community and served as a past-President of the Englewood Chamber of
Commerce, Vice President of Optimist, Vice President of the Northmont Board of Education, Vice President of the Miami Valley Career Technology Center, and a graduate of Leadership Dayton and Leadership Northmont.
 

In this information packed session, Dr. Roger Tutterow provides a timely overview of the current national and regional economic environments. The focus will be on the determinants of the current recession including the roles of energy prices, the “credit crunch” and the ongoing corrections in the residential and commercial real estate markets. Special emphasis will be placed the linkages between the real estate markets and recent challenges in the financial services sector, the effect of changes in the competitive landscape on credit union performance, the outlook for consumer spending and the retail sector, and the implications of ongoing changes in the political and regulatory climate for our industry.

Roger Tutterow is Professor of Economics at Mercer University. He previously served as Dean of the Mercer’s Stetson School of Business. His analysis of the economic, business and political environments have been featured in a variety of media including Wall Street Journal, Financial Times, USA Today, Atlanta Journal & Constitution, Arizona Republic, Florida Times-Union, Kansas City Star, Los Angeles Times, New York Times, Orlando Sentinel, Palm Beach Post and on CNN, CNBC, NBC, Bloomberg Television, NPR’s “Marketplace” and “All Things Considered”, CNN-Radio as well as by regional electronic and print media. In addition to his work in academia, Dr. Tutterow has served as a consultant on financial economics and statistical modeling for corporate clients ranging from Fortune 500 companies to closely-held businesses. He has provided expert testimony on economic, financial and statistical matters in state & federal court and before the Georgia Public Service Commission. Dr. Tutterow has given several hundred speeches to professional and civic groups on various topics in the economic, business and political arenas. He was selected by Georgia Trend magazine as one of the “forty under 40” rising stars in business, government and academia and as a one of “Georgia’s Most Influential” by James magazine. In 2003, Georgia Governor Sonny Perdue appointed Dr. Tutterow to serve on the Governor’s Council of Economic Advisors. In 2005, he was appointed a member of Georgia Child Support Commission In addition, Dr. Tutterow serves on the Board of Trustees of Berry College, the Board of Directors of Vinings Bank, the Southern Region Board of Directors for the American Red Cross Blood Services, the Board of Directors for Consumer Credit Counseling Service of Atlanta, the Board of Governors for the Vinings Club. A Georgia native, Dr. Tutterow holds a B.S. in Decision Science from Berry College and a M.A. and Ph.D. in Economics from Georgia State University. Prior to joining Mercer University, Dr. Tutterow held faculty and administrative appointments at West Virginia University, Georgia State University and Kennesaw State University. He has also served as a visiting professor at the University of the West Indies in Trinidad and at the Institute for Industrial Policy Studies in Seoul, South Korea.

Let's discuss (at least) 13 big ideas. Our credit union movement is at an inflection point. We need to be more strategic, creative, innovative and progressive-minded than ever before. This is a "meaty" session with many HMMMMM moments. Let's be even better in the next 100 years. It is our time

Patrick loves to have fun. Credit unions long ago stopped being a vocation and became an avocation. Based on your mood, Patrick can either be motivating or aggravating. He provokes thought and makes you think extra hard about those issues that should be on a credit union’s radar screen. Patrick has devoted 30 years to the credit union movement and served as executive vice president of St. Louis Community Credit Union for twenty-one years. Patrick was recently appointed President of St. Louis Community Credit Union. He assumed his position in January, 2008.

Patrick has never met a paradigm he wouldn’t like to change. He helps audiences question the “because-we’ve-always-done-it-that-way” mentality and develop real-world solutions. He emphasizes the importance of service and quality in serving members through all delivery systems, and challenges audiences to accept and adapt to change…no matter how painful the process. He is high-energy and his presentations are continually updated.