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Just as the crew of the Andrea Gail disregarded repeated warnings that they were sailing into the path of a “perfect storm,” financiers and regulators ignored multiple warnings from economists that we were amassing huge commercial and consumer debts that would inevitably wreck the global marketplace. Now that these fears have been realized, businesses, households and governments will be forced to sharply curtail spending and to disencumber themselves from $$ trillions in debt. This deleveraging will take 6 to 7 years, during which unemployment will remain high, property values and consumer spending will remain low, and CREDIT UNIONS will have to offer new products and services to meet the needs of their members as they live through a time of prolonged austerity.

Futurist David Snyder will describe the long-term economic realities brought on by the collapse of the credit and housing bubbles, and spell out the specific initiatives and innovations that will enable C.U.s to help their members sustain the quality of their members’ lives in the face of permanently diminished expectations.
 

David Pearce Snyder is a data-based forecaster whose thousands of seminars and workshops on strategic thinking have been attended by representatives from most of the Fortune 500 companies, as well as hundreds of local and federal government agencies, educational institutions and trade associations. Before entering private practice as a consulting futurist in 1981, Mr. Snyder was Chief of Information Systems, and later, Senior Planning Officer for the U.S. Internal Revenue Service, where he designed and managed the IRS Strategic Planning System. He was also a consultant to the RAND Corporation, and has served as an instructor for the Federal Executive Institute, and for Congressional and White House staff development programs.

David Snyder has been Contributing Editor of The Futurist magazine for over a quarter century. In addition, he has authored hundreds of studies, articles and reports on the specific future of a wide range of U.S. institutions, industries and professions, and on the socio-economic impacts of new technologies. He is the editor/co-author of five books, including Future Forces and a sequel, America in the 1990s, both published by the American Society of Association Executives. He has appeared on Nightline, the Today Show, CNN, MSNBC, and the BBC World Service

As credit unions evolve and become more complex financial institutions, the roles of the director and the volunteer are vital to ensure that the organization is ready to face the challenges of today and tomorrow. Research shows us that volunteerism has been on the decline for roughly thirty years, and it appears that board members of the future may be more interested in being served rather than serving, an attitude that seems to be at odds with the credit union philosophy. So how do you turn around this trend—and should you even try? What motivates today’s volunteer, and where do you go to recruit them? Discover the answers to these questions and more. We’ll discuss the importance of strategically and effectively recruiting tomorrow’s board member and ways you can ensure that existing board members and volunteers receive the recognition and rewards they also seek—and deserve.

Session II: "Delivering Fans: Delivering Service Excellence"
Credit unions have a long history of providing quality member service. For many years we’ve considered this one of the few key areas that makes us unique. But is this true today? In today’s highly competitive marketplace, most financial institutions have raised the “service bar” and are actively seeking ways to exceed the level of service they provide. So, what makes your credit union unique today? This session is guaranteed to challenge the way you view service – and your members’ expectations of service. Be prepared to view service through the eyes of the member – it may change the way you view it as well.
 

Jason Boles is CEO of Fans Created, an innovative results-oriented speaking, training, and consulting services firm specializing in creating internal and external fans for organizations nationwide.

Jason has worked with credit unions coast-to-coast in strategic planning, leadership development, and sales/service culture development. He is a frequent and popular speaker at state and national credit union conferences and brings over 10 years experience working in the credit union industry.
 

He has built a solid reputation as an energetic, entertaining, and thought-provoking speaker, trainer, and consultant. Blending his skills and experience in both stand-up comedy and the business world, Jason combines his knowledge and humor to deliver meaningful and entertaining sessions for audiences nationwide.

Holding management positions in both the hospitality and financial services industries, and serving as executive vice president of premier consulting firm Counter Intelligence Associates, Jason has successfully taught his “down-to-earth” business approach to organizations coast-to-coast. His straight-forward approach to life and business, along with his entertaining style, have been well-received by thousands of people over the years.
 

Jason served on the Board of Directors for the Kansas City Chapter of the American Society for Training and Development and earned his Certificate of Achievement in Training and Development from the University of Oklahoma. He is certified in various sales, service, leadership, and finance training programs and is a member of the National Speakers Association (NSA).

The last Filene study on board members and other volunteers (which was a number of years ago), revealed that the “average” board member was 60+ years of age and climbing. At the same time, the “average” CEO is about 50 years of age, while the “average” credit union member is in their mid-to-late 40s. How do we keep aging board members relevant? What are the secrets to maintaining a vibrant, active, involved board regardless of the ages of its members? This session tackles the hard answers to these tough questions. Volunteerism one of the major things that sets us apart from the banking world, but that difference must be based on board members who remain “in the know” even though the generation gap between them and the newly entering credit union members sometimes appears to large to bridge.

Session II: "Lending in the Next Millennium"

You awake on January 1, 2000 and discover the world has not exploded into fragments. This session will focus on the evolving strategies and technology critical for lending success in the 21st century. Today we employ credit scoring, tomorrow we will employ credit profiling. Today we have Internet banking, tomorrow we will deliver through multimedia financial access systems. Strategies for automobile lending to member business lending to risk-based lending will be discussed and evaluated. Lending is the cornerstone of long-term credit union success and this session will provide the basis for planning the lending future of your credit union.

Tom is long-term credit union professional. He is currently the President/CEO of Continental FCU in El Segundo, California and has had his hand in full-service consulting, training, and development, providing services to individual credit unions, trade associations, and regulatory agencies, nationwide.

For over sixteen years, Tom was president of a national consulting firm, working day-to-day with credit unions of all shapes and sizes, and prior to taking over at Continental FCU, was the EVP/Chief Operating Officer for a $2 billion credit union in the Northwest.

Tom is recognized as an industry expert in corporate strategic and tactical planning; operational analyses and improvement; consumer and real estate lending; and leadership and management development.

Tom holds a Masters Degree in Accountancy and is a Certified Public Accountant. He is a noted speaker, having made presentations at numerous national, regional and local conferences on behalf of the financial services industry and has also authored several articles appearing in financial services trade publications. He has also served the industry as a credit union volunteer.