Agenda

Preconference Workshop: New Era Contingency Planning
Roger Peters, Managing Director, RSM McGladrey, Inc., St. Paul, MN

Cyber-warfare, hacktivism, dirty bombs and other terms didn’t exist when most credit unions developed their business continuity plans. Today’s environment requires a hard look at our enterprise-wide risks and development of effective mitigation strategies. Our plans must incorporate enterprise-wide business requirements to reduce the potential impact on our staff, members and the community. This session will cover the development of continuity plans to address today’s environment along with understanding the constraints facing our institutions.

Key topics will include: business continuity planning requirements, risk assessment techniques, role of third-parties in your plan, risk-based contingency planning, and trends in supporting technologies.

Social Event: Paddleboat Cruise
Join us for an evening of fun as we cruise the Mississippi River aboard one of the original paddleboats

General Session: Identity Theft – How to Recognize and Prevent
Joseph Cooper, President/CEO, Digital Defense, Inc., San Antonio, TX

Digital Defense, Inc. works with government agencies, including NCUA; legislative bodies; insurance companies; and credit unions across the United States. This program will provide a brief background on the current environment in the electronic community, highlight some significant security breach occurrences and tell what the government is doing in the arena.

Peer-to-Peer Interactives
(All Peer-to-Peer interactives will repeat in the afternoon)

1. XML: Hype or Reality (Technical)
   Tom Kroen, Director of Information Technology, First Tech CU, Beaverton, OR
2. Thick or Thin Client: Dealer’s Choice (Technical)
   Brad Wood, Network Administrator, Clarke County Schools, Vancouver, WA and Michael Martin, CIO, Warren Federal CU, Cheyenne, WY
3. Remote Workers (Management)
   Nancy Powers, Vice President IS Operations, Orange County Teachers FCU, Santa Ana, CA
4. CU Applications in Imaging and Content Management (Management)
   Rob Guilford, SVP, Information Technology, Wescom CU, Pasadena, CA

General Session: Best Practices Presentations and Awards

Join us as our Best Practice award recipients share the secrets to their success.

General Session: Updates on the BITS Initiatives

1. E-Signature Report
   Tom Kroen, Director of Information Technology, First Tech CU, Beaverton, OR
2. Third Party Service Providers Report
   John Bock, SVP/CIO, Community CU, Plano, TX
3. Privacy Report
   Dan Kinne, VP, Information Technology, Silver State Schools FCU
4. Security Report
   Brian Warfel, SVP, eBusiness Communication, Power 1 CU, Hialeah, FL
   

Closing General Session: Person to Person Payments (P to P).... It’s Closer Than You Think
Aydrian Drewery, Director of Product Management, Digital Insight, Calabasas, CA

The session will cover the quickly evolving A2A and P2P payments space. It will include strategic analysis based on a description of the providers and available technologies, usage data, and overall product fit within a broader online payments strategy.