2009 Member Forum
Agenda
Sunday, April 5, 2009
11:00 a.m. – 7:00 p.m.
Registration
5:30 p.m. – 6:30 p.m.
Welcome Reception
(Credit Union Attendees & their Account Executives only)
5:30 p.m. – 6:30 p.m.
Senior Leadership Welcome Reception
(CEOs, CFOs, Invited Guests & Board Members)
Top
Monday, April 6, 2009
7:00 a.m. – 2:00 p.m.
Registration
7:15 a.m. – 8:15 a.m.
Solutions Fair
7:15 a.m. – 8:15 a.m.
Continental Breakfast
8:15 a.m. – 9:00 a.m.
Welcome, Introductions and Opening Comments
Dave Serlo, President, PSCU Financial Services
9:00 a.m. – 10:00 a.m.
“Get Into The Game”
Cal Ripken, Jr., Baseball’s Iron Man & popular Hall Of Famer
10:00 a.m. – 10:15 a.m.
Break
10:15 a.m. – 11:15 a.m.
“America’s Economic Future: The Six Unstoppable Trends”
Dr. Barry Asmus, Economist and Author
11:15 a.m. – 12:00 p.m.
“A Candid Discussion On Today’s Credit Union Economics”
Panel Session
12:00 p.m. – 1:30 p.m.
Luncheon
12:00 p.m. – 1:30 p.m.
Solutions Fair
12:00 p.m. – 1:30 p.m.
Senior Leadership Retreat & Luncheon
(CEOs, CFOs, Invited Guests & Board Members)
1:30 p.m. – 3:30 p.m.
Senior Leadership Executive Session
(CEOs, CFOs & Board Members)
Michael Capellas, Chairman & CEO, First Data Corporation
1:30 p.m. – 2:30 p.m.
First Strategic Insights Sessions
(Select 1 of 3)
- “Capitalizing On Your Debit Card Portfolio For Maximum Results”
- “New Opportunities For Credit Card Growth And Profitability”
- “Reducing Fraud Expense Through Comprehensive Risk Management Strategies”
2:30 p.m. – 2:45 p.m.
Break
2:45 p.m. – 3:45 p.m.
Second Strategic Insights Sessions
(Select 1 of 3)
- “Capitalizing On Your Debit Card Portfolio For Maximum Results”
- “New Opportunities For Credit Card Growth And Profitability”
- “Reducing Fraud Expense Through Comprehensive Risk Management Strategies”
6:00 p.m. – 6:30 p.m.
Senior Leadership Reception
(CEOs, CFOs, Invited Guests & Board Members)
6:30 p.m. – 7:30 p.m.
“Cocktails On The Lawn”
7:30 p.m. – 10:00 p.m.
“A Magical Night To Remember”
Top
Tuesday, April 7, 2009
7:00 a.m. – 2:00 p.m.
Registration
7:00 a.m. – 8:15 a.m.
Senior Leadership Breakfast
(CEOs, CFSs, Invited Guests & Board Members)
7:15 a.m. – 8:15 a.m.
Solutions Fair
7:15 a.m. – 8:15 a.m.
Continental Breakfast
8:15 a.m. – 9:00 a.m.
PSCU Financial Services’ Annual Business Meeting
9:00 a.m. – 9:15 a.m.
Welcome and Introductions
9:15 a.m. – 10:15 a.m.
“Living Leadership”
Carolyn Kepcher, Co-Founder/CEO, Carolyn & Co. Media, and former Executive Vice President with the Trump Organization
10:15 a.m. – 10:30 a.m.
Break
10:30 a.m. – 11:15 a.m.
“Reaching Generation Y”
Cam Marston, Multi-Generational Marketing Expert and Author
11:15 a.m. – 12:00 p.m.
“Technology-Enabled Advantage: Creating And Sustaining Competitive Advantage”
Dan Burrus, Author, Futurist and Technological Change Guru
12:00 p.m. – 1:15 p.m.
Luncheon
12:00 p.m. – 1:15 p.m.
Luncheon for Special Guests With Dave Serlo & National Sales Team
12:00 p.m. – 1:15 p.m.
Solutions Fair
1:15 p.m. – 3:15 p.m.
“A Proven Model For Maximizing Profitability”
(Special CFO financial round table session/CEOs are invited too)
1:15 p.m. – 2:15 p.m.
First Strategic Insights Sessions
(Select 1 of 4)
- “Mobile Banking – It’s Time To Get Moving”
- “Get Ready…The Future Of Electronic Services Is Here Now!”
- "Total Member Care: Contact Center Services For Efficiency & Growth”
- “Expand Your Prepaid Card Opportunities In 2009”
2:15 p.m. – 2:30 p.m.
Break
2:30 p.m. – 3:30 p.m.
Second Strategic Insights Sessions
(Select 1 of 4)
- “Mobile Banking – It’s Time To Get Moving!”
- “Get Ready…The Future Of Electronic Services Is Here Now!”
- "Total Member Care: Contact Center Services For Efficiency & Growth”
- “Expand Your Prepaid Card Opportunities In 2009”
3:30 p.m. – 4:15 p.m.
Solutions Fair Reception
6:30 p.m. – 10:30 p.m.
“Get Down To The Music”
Universal CityWalk Block Party
Top
Wednesday, April 8, 2009
6:30 a.m. – 7:30 a.m.
PSCU Financial Services’ Fun Run/Walk
7:00 a.m. – 11:00 a.m.
Registration
7:30 a.m. – 8:15 a.m.
Continental Breakfast
8:15 a.m. – 8:30 a.m.
Welcome and Introductions
8:30 a.m. – 9:30 a.m.
“Leadership: Successful Strategies Through Turbulence”
Howard Putnam, former Southwest Airlines CEO and Author
9:30 a.m. – 9:45 a.m.
Break
9:45 a.m. -10:45 a.m.
“Walt Disney’s Five Secrets To Success”
Pat Williams, Author and Senior Vice President of the Orlando Magic
10:45 a.m. – 11:00 a.m.
Closing Comments, Grand Prize Drawings & 2010 Member Forum Announcement
Dave Serlo, President, PSCU Financial Services
11:00 a.m. – 12:15 p.m.
Luncheon (for non-golfers)
11:45 a.m. – 6:30 p.m.
PSCU Financial Services’ Annual Golf Benefit
12:30 p.m. – 5:30 p.m.
“Experience The Wonders Of SeaWorld”
Note: All presentation topics, speakers, times and group activities are subject to change.
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