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CONFERENCE PRESENTATIONS

14th Annual
CUNA Technology Council Conference

San Francisco, CA | August 5-8, 2009

 Now with Podcasts!
 Select sessions at the conference were recorded and are now available for conference attendees to download below. They are in mp3 format.

Couldn't attend the conference? Click here to purchase the podcasts separately.

View presentations for:
Thursday, Aug 6 | Friday, Aug 7 | Saturday, Aug 8

To download files:

  1. Click on any presentation link. You must be registered for the conference to download presentations.
  2. Login with your CUNA web username and password. (If you don't have one, sign up here.)
  3. Some documents come in both PDF and PowerPoint. The documents are the same. Download your personal preference.
  4. If you have difficulties, contact Councils Web Manager Christopher Morris

Note: If you are having trouble downloading a file, try right clicking and selecting "Save As".

THURSDAY, AUGUST 6
8:00 –
9:15 am

KEYNOTE SESSION:

Wired to Care
Dev Patnaik, Founder and Principal of Jump Associates, San Francisco, CA

 

9:45–
11:00 am

BREAKOUT SESSIONS

For Mature Audiences Only? A Panel Discussion on the Future of the Online Channel...
Andrew Taylor, Chief Technology Officer, Jwaala, Austin, TX, Roger Amador, Jr., VP Q2 Credit Union Solutions, Q2 Software, Austin, TX and Albert Ko, SVP Online Financial Management, Digitial Insight, an Intuit Company

Online Account Opening - Strategies and Trends
Ed Langel, Electronic Services Director, Alliant CU, Chicago, IL

Current Trends and Traps in DRBC
Mark Mazenko, Director of Business Development, IT Lifeline, Liberty Lake, WA

Enterprise Collaboration and Knowledge Management
Kyle Welsh, VP Technology Services, BECU, Seattle, WA

12:30– 1:30 pm

MEMBERSHIP LUNCH (open to all attendees)

The winners of the Best Practices Awards will be honored during the luncheon and presented with their awards in the following categories:

  • Technology Infrastructure - Tinker FCU, OK
  • Information Security/Privacy - State ECU, NC
  • Sales Management/Marketing Automation - Nassau Financial FCU, NY
  • Miscellaneous - Envision CU, FL
1:45 - 3:00 pm

CASE STUDIES

Alliant Credit Union's Six Sigma Journey
Laurie Wallace, Business Process Analyst, Alliant Credit Union, Chicago, IL

Virtual Solutions for Real Problems
Michael Norton, Information Systems Manager – Network, STCU, Liberty Lake, WA

3:15– 4:30 pm

GENERAL SESSION

What Your Members and Potential Members Really Want!
Bob Hoel, PhD, Filene Fellow, Filene Research Institute, Madison, WI

^ back to top

FRIDAY, AUGUST 7
8:00 -
9:00 am

GENERAL SESSION

Reconnecting: The Rise, Fall and Change of U.S. Consumer Debt and International Capital Markets
Max Fraad Wolff, Economist, Freelance Economist and Writer, New York City, NY

9:30 – 10:45 am

BREAKOUT SESSIONS

Learn about some of the key initiatives that the core processors are exploring to make your credit union more competitive and help drive efficiency. Take a deep dive into what they have planned for the upcoming release and over the next five years. Discover how these initiatives line up with industry trends and how they will benefit your credit union.

Core Processor Roadmap - Open Solutions
Esther D'Albero, VP Core Product Management, Open Solutions Inc., Glastonbury, CT and Chris VanDerStad, VP Foundation Architecture, Open Solutions Inc., Glastonbury, CT

Core Processor Roadmap – Harland Financial Solutions
David McConney, EVP And General Manager Credit Union Core Systems, and Cheryl Bookhammer, Director Client Services, Harland Financial Solutions, Pleasanton, CA

Core Processor Roadmap – Fiserv
Vince Francone, CTO, Credit Union Solutions, Fiserv, Troy, MI and Sara Brooks, Chief Strategy Officer, Credit Union Solutions, Fiserv, Frisco, TX


1:45– 3:00 p.m

BREAKOUT SESSIONS

Are Mergers Something to be Feared?
Jim Cardwell, CEO, Cardwell Group, Westlake, OH

Credit Union IT Security and Compliance Update: Don't Let your CU Headline a Hack
Tom Schauer, CEO, TrustCC, University Place, WA

Open Source Software in the Enterprise
Chris Hyde, VP Information Technology, Numerica Credit Union, Spokane, WA

Red Flag Rules and What they Mean to Your Credit Union
Kevin Prince, Chief Architect, Perimeter eSecurity, Milford, CT

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SATURDAY, AUGUST 8
8:30 – 10:00 am

GENERAL SESSION

Opportunities in the Turbulence
Marley Gray, Chief Technology Strategist – Banking, Microsoft, Charlotte, NC
Butch Leonardson, SVP/CIO, BECU, Seattle, WA
David McConney, EVP and General Manager Credit Union Core Systems, Harland Financial Solutions, Pleasanton, CA
John Morawski, Chief Technology Officer, Massachusetts CU League, Marlborough, MA
Facilitator: Sam Kilmer, VP, Market Development, Harland Financial Solutions, Lake Mary, FL

 

 About the Podcasts:
Podcast intro music by Kevin MacLeod.
Voiceover/introductions & editing by Christopher Morris.
On location recording by David Rohn.

 

Conference Agenda

Best Practices

Scholarships

Past Conferences

Conference Home



Sponsorship Info

Sponsorship Program

Thanks '09 Sponsors

Logistical Info

 

Attendee Resources

Agenda

Conf Presentations

Conf Discussion Group

 

Hotel and Travel

Hyatt Fisherman's Wharf

Attractions

 

What people said about past CTC Conferences...

 

An outstanding conference. A must attend for any CU IT professional.

I gained alot of valuable information by attending this conference, some of which I feel more than paid for my time and dollars to attend!

The CUNA Technology Council Summit presents by far the best opportunity to network with peers.

Read More...