CONFERENCE REGISTRATION
~ Refreshments Sponsored by CUNA Mutual Group

PRECONFERENCE WORKSHOPS (additional fee required)

Information Protection: Managing a Breach (Technology)
Jim Maloney, President/CEO, Cyber Risk Strategies, LLC, Santa Fe, NM
~ Sponsored by Trust Defender

This workshop focuses on how credit unions can be more effective in dealing with data breaches. The entire lifecycle of a data breach will be discussed, including the threat landscape, breach notification requirements, and techniques related to prevention, detection, investigation, communication and response. The highlight of the workshop is a lively, interactive session that allows participants to experience a complex, escalating data breach incident.

The Refreshing Leader (OpSS)
Kirk Weisler, Chief Morale Officer, Team Dynamics, Inc., Fayetteville, GA

REfresh your perspective, recharge your batteries, replenish your spirit, and refuel your fire. This workshop invites leaders to revisit & reevaluate your personal leadership philosophy, discover how to better put your strengths to work, and realize how to help those you serve to realize their own potential as they become more fully engaged.

It's time to not just accept but to embrace that your role as a leader requires you to simultaneously be leader, student and teacher. The journey from mere manager t

ORIENTATION FOR FIRST-TIME ATTENDEES

We invite all conference first-time attendees to join us at this event. Meet the Technology Council executive committee and find out what our conference is all about.

WELCOME CENTER

Conference Registration
Sponsor Displays
Internet Café

WELCOME AND OPENING REMARKS

KEYNOTE ADDRESS:

BOOM! 7 Choices for Blowing the Doors off Business-as-Usual
Jackie Freiberg, Business Owner and Best Selling Author, San Diego, CA

BOOM! is the result of studying many of the most innovative businesses, gutsy leaders, and accountable employees around. Jackie has distilled this collective wisdom into 7 essential choices that cause culture, service, success, and business to BOOM.

Jackie believes a company's success is as much the will of the people as it is the CEO. Why? Because leadership is a choice, not a position or a title. Leadership is not for the faint of heart— no wimps, no whiners, and no more moan'n and groan'n! Blowing the doors off business-as-usual is about ordinary people, at all levels, doing whatever-it-takes to be extraordinary. The BOOM message equips audiences to think big, act bold, expand their influence and become a positive force for change.

BREAKOUT SESSIONS

The Future of Payments: It's Here Just Unevenly Distributed (session repeats)
Jeff Russell, EVP, The Members Group, Des Moines, IA
~ Sponsored by Diebold, Inc. and CUNA Strategic Services

The future of payments is already here, it's just unevenly distributed. Join Jeff as he walks you through the continuum of the recent history of how people pay others and what the future might hold for payment networks, payment devices and new methodologies. Radical changes are taking place in the payments industry. The door is open for an entity to become the center of your members' payment and financial management world. Who will that “entity” be? Learn from Jeff about trends in financial payments and how you can best position your credit union to remain relevant in your members' payment habits.

10 Tips for Increasing Technology and Operational Efficiency: Best Practices from the CUNA Technology Council (session does not repeat)
Rudy Pereira, SVP Operations and Technology, Alliant CU, Chicago, IL
~ Sponsored by Hyland Software

Hear what members of the CUNA Technology Council are saying about ways to increase technology and operational efficiency. Now, more than ever, technology and operations can add to member giveback by driving efficiency in the organization. Learn ways that you can inspire and lead your organization through the implementation of solutions that will help make your organization more efficient and stay on the leading-edge of technology.

Channel Normalization (session does not repeat)
Howie Wu, VP Virtual Banking, BECU, Seattle, WA
~ Sponsored by Open Solutions

Channel normalization is ensuring that the member experience is as consistent as possible across all delivery channels both remote and in-person.  It drives engaged members as well as creates long-term operational efficiency.  BECU's channel normalization methodology starts from the member perspective and works its way back to the technology core - An Outside -> In approach.  A technical example of channel normalization at BECU is utilizing the same middleware adaptor for both Online Banking and Telephone Banking ensuring that transactional capabilities are not only consistent for both channels but any development or configuration is done once.

Member Information Security Program - Risk Management using NIST Resources (session repeats)
Stan Liss, Sr. Compliance Specialist, Info@Risk, Eugene, OR
~ Sponsored by Info@Risk

NCUA Part 748 charges each credit union with "designing its information security program to control the identified risks, commensurate with the sensitivity of the information as well as the complexity and scope of the credit union's activities."

Accordingly, we will focus on a means for credit unions to incorporate risk treatment based upon National Institute of Standards and Technology (NIST) resources. We describe how to define applicable controls, select pertinent assessment objectives and incorporate these into the audit plan.

CAFÉ CONVERSATIONS

We've added even more networking and education time for you this year with our Café Conversations!  You'll be able to grab your lunch and join one of four different conversations each facilitated by a CTC executive committee member or an industry expert.  Don't worry if you see more than one conversation that looks interesting to you.  It's OK to get up and move between the discussions to hear as much as you'd like.

Topic 1: Mobile Banking
Facilitator: John Best, VP/CTO, Wescom Central CU, Pasadena, CA
~ Sponsored by Syntellect

Topic 2: Work from Home/Remote Workforce
Facilitator: Robert Reh, Chief Information Officer, Nassau Financial FCU, Westbury, NY
~ Sponsored by Switch and CUNA Strategic Services

Topic 3: Personal Financial Management
Facilitator: Heather Moshier, EVP Information Technology, San Diego County CU, San Diego, CA
~ Sponsored by Jwaala

Topic 4: Work Flow Management
Facilitator: Jeff Johnson, SVP Information Technology, Baxter CU, Vernon Hills, IL
~ Sponsored by Experian QAS

BREAKOUT SESSIONS

The Future of Payments: It's Here Just Unevenly Distributed (session repeats)
Jeff Russell, EVP, The Members Group, Des Moines, IA
~ Sponsored by Diebold, Inc. and CUNA Strategic Services

Jeff Russell will walk through the continuum of the recent history of how people pay others and what the future might hold for payment networks, payment devices and new methodologies. Radical changes are taking place in the payments industry. The door is open for an entity to become the center of your members' payment and financial management world. Who will that “entity” be? Learn from Jeff about trends in financial payments and how you can best position your credit union to remain relevant in your members' payment habits.

Cloud for Credit Unions (session does not repeat)
Kirk Drake, CEO, Ongoing Operations, LLC, Hagerstown, MD
~ Sponsored by Experian QAS

Learn more about this rapidly evolving shift in IT and how your credit union could benefit. Kirk Drake, CEO, for Ongoing Operations will discuss the basic principles of cloud computing, special considerations for credit unions, and some of the key strengths to look for when evaluating cloud options.

Demystifying PFM (session does not repeat)
Peter Glyman, President, Geezeo, Tolland, CT
~ Sponsored by Geezeo

This session will highlight why PFM should be a part of online banking and not a direct to consumer product; what are the expected results and ROI associated with PFM.

Member Information Security Program - Risk Management using NIST Resources (session repeats)
Stan Liss, Sr. Compliance Specialist, Info@Risk, Eugene, OR
~ Sponsored by Info@Risk

NCUA Part 748 charges each credit union with "designing its information security program to control the identified risks, commensurate with the sensitivity of the information as well as the complexity and scope of the credit union's activities."

Accordingly, we will focus on a means for credit unions to incorporate risk treatment based upon National Institute of Standards and Technology (NIST) resources. We describe how to define applicable controls, select pertinent assessment objectives and incorporate these into the audit plan.

CASE STUDIES

Improving Member Advocacy with Enterprise Collaboration
Bill Podborny, Director Infrastructure and Security, Alliant CU, Chicago, IL, Angela Livers, IT Business Analyst and Don Klemetsen, IT Enterprise Applications Manager, BECU, Seattle, WA
~ Sponsored by Open Solutions

Several years ago, we started on a path to improve our capability to “speak as one voice” across the credit union and across our channels.

Through the use of “off the shelf” technology from Microsoft we now have a Member Care Framework that allows our staff and our Members to see the same information together, and for the member interactions to be known across the Credit Union.

In this case study BECU will explain our road map to Member advocacy and communication. Through the implementation of tools for both staff and Members we empowered them with a platform to answer financial questions across all delivery channels.

The Top Ten Things You Should Know About Vendor Management and Contracts
Meredith Ritchie, Associate General Counsel/Ethics Officer, Alliant CU, Chicago, IL
~ Sponsored by InfoImage

Credit unions are pulled in many directions today with ever changing regulations and some vendors facing financial stability issues. Find out how one credit union manages its vendors – from conducting due diligence before entering into a contract to assessing vendors periodically to ensure they are adhering to Service level Agreements. Also hear tips on navigating through contract negotiations.

Building a 'Sand-box' to Protect Your Production Environment
Pete Sedgwick, Director Technical Services, Baxter CU, Vernon Hills, IL
~ Sponsored by Switch and CUNA Strategic Services

Members expect 7x24 access, employees expect no downtime, management wants new products, services, and technologies, IT staff would like to get some sleep. We will discuss how to meet these needs through a technology 'sand-box'; a place that mimics production, but is safe to try new things without risk to production systems.

Transitioning your IT Disaster Recovery Program to a New Level
Heather Moshier, EVP Information Technology and Linnette Siemienczuk, Computer Operations Manager, San Diego County CU, San Diego, CA
~ Sponsored by Syntellect

Increasing the value of your Disaster Recovery (DR) program brings Executive visibility to your enterprise. Learn how to implement operational procedures for your testing that work in the “real world environment”. Take an advanced view of emerging DR strategies that allow you to improve recovery performance.

GENERAL SESSION

Radar On, Antenna Up
Brian Grubb, Ritz Carlton
~ Sponsored by Online Resources

Radar On-Antenna Up" - Fulfilling Customers' Unexpressed Wishes focuses on the importance of understanding what customers' value so that we, as service providers, may better anticipate their needs and stay one step ahead.  This presentation focuses on the important elements and subtle nuances of delivering excellent customer service in a consistent manner and was specifically designed for organizations that already provide "good" customer service, who are looking to provide a "great" customer experience instead.

BREAKFAST – Visit with Sponsors
~ Sponsored by Guardian Analytics

GENERAL SESSION

Economic Update
Steve Rick, Senior Economist, Credit Union National Association, Madison, WI
~ Sponsored by PSCU Financial Services

Few times in our nation's history have we encountered economic challenges like we face today. What we all seek is information that will help prepare, enlighten and guide us as we look forward to the coming years. What's the outlook for the economy and credit unions for the next year? How long and deep will the economic slowdown be, and how will it affect credit unions as a whole and the role of operations and technology professionals? What are the best economic indicators to focus on to get a sense of “where were at” moving forward?

BREAKOUT SESSIONS

Solve “Virtually” Any Problem (session does not repeat)
Michael Norton, Information Systems Manager, Spokane Teachers CU, Liberty Lake, WA
~ Sponsored by Hyland Software

1 POV to help with TMI on VDI to help your CU Experience to be GR8.

There is “ Too Much Information ” on virtualization, so in this session we will give you “One” practical “ Point of View ” on “ Virtual Desktop Infrastructure ” and hopefully give you some ideas so that your “ Credit Union ” can have a “ Great ” experience with its virtualization endeavors.

• Virtualization key players
• The pieces, and what you need to get started with Desktop Virtualization
• The benefits, pitfalls, and lessons learned when virtualizing the desktop
• Streaming Applications
• Real life examples of VDI

Mobile by Nature (session repeats)
John Best, VP/CTO, Wescom Central CU, Pasadena, CA
~ Sponsored by ShoreTel

Your members are becoming increasingly mobile by nature, relying as much on their smart phones as they do on traditional PC's. Therefore your online banking applications that serve them must also become mobile by nature – natively supporting the many devices and access methods.  In this session, John Best, Wescom Credit Union 's CTO, traces the evolution of user expectations in this market, demonstrates Wescom's newly-built mobile banking services, and discusses future changes in store for the market.

Seizing the New Reality: Preparing to Outperform in Times of Recovery (session repeats)
Sam Kilmer, VP Market Development, Harland Financial Solutions, Nobleville, IN
~ Sponsored by Harland Financial Solutions

2010 looks to be the turnaround year for our industry. As part of the recovery process, many institutions will be looking at their performance in the wake of the recession. More than ever, there will be a keen eye on their business processes. This session will reveal findings from our unique benchmarking study, cover industry trends and provide proven best practices that attendees can put to immediate use to drive performance at their institutions. We will share examples of how institutions can experience profitable growth through a variety of operational improvement initiatives in areas such as the credit process, branches and online delivery, risk management, and the leveraging of technology standards and business intelligence throughout the enterprise.

KEY POINT #1: Key trends in 2010

KEY POINT #2: CU performance as they relate to the trends

KEY POINT #3: Business processes as they need to be altered

Social Networking: Risk and Reward (session does not repeat)
Tom Schauer, CEO, Trust CC, University Place, WA
~ Sponsored by Geezeo

This session will introduce social networking and highlight some best practices for taking advantage of this viral marketing method to reach all age groups. Tom will also address the risks and recommended controls to ensure the technology is used wisely.

KEY POINT #1: Social Networking is a key method for growing your credit union's member base.

KEY POINT #2: Social networking needs to be properly controlled or it can get out of control.

KEY POINT #3: Strategically or accidentally, every credit union is "doing" social networking.

MEMBERSHIP LUNCH (Open to all attendees)

Join us and hear the CTC chair, Rudy Periera, update conference attendees on all of the latest happenings with the CTC.

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

• Information Security / Privacy - Affinity Plus FCU
• Member Service / Convenience - Travis CU
• Miscellaneous - Envision CU
• Miscellaneous - Affinity Plus FCU

BREAKOUT SESSIONS (repeat)

Securing the Virtual Environment – Virtual Security Considerations (session does not repeat)
Bob Klaas, Regional Manager, Western US, Altor Networks, Inc., Redshores, CA
~ Sponsored by TraceSecurity and CUNA Strategic Services

Today, more and more organizations are deploying virtualization.  The value proposition is so compelling and the savings so great, IT departments are considering virtualization where ever and whenever possible including the datacenter, storage, servers, applications and desktops.

While the savings and efficiencies are undisputable, IT managers must consider the security implications as they virtualize their infrastructures.  Through 2012, 60 percent of virtualized servers will be less secure than the physical servers they replace, according to Gartner, Inc. As more workloads are virtualized, as workloads of different trust levels are combined and as virtualized workloads become more mobile, the security issues associated with virtualization become more critical to address. This presentation will highlight key security concerns IT managers need to address as they implement virtualization.

Seizing the New Reality: Preparing to Outperform in Times of Recovery
Sam Kilmer, VP Market Development, Harland Financial Solutions, Nobleville, IN
~ Sponsored by Harland Financial Solutions

2010 looks to be the turnaround year for our industry. As part of the recovery process, many institutions will be looking at their performance in the wake of the recession. More than ever, there will be a keen eye on their business processes. This session will reveal findings from our unique benchmarking study, cover industry trends and provide proven best practices that attendees can put to immediate use to drive performance at their institutions. We will share examples of how institutions can experience profitable growth through a variety of operational improvement initiatives in areas such as the credit process, branches and online delivery, risk management, and the leveraging of technology standards and business intelligence throughout the enterprise.

The Myths of Security (session does not repeat)
John Viega, EVP Products and Engineering, Perimeter E-Security, Milford, CT
~ Sponsored by mFoundry

Mr. Viega will discuss the most common misconceptions of network security as he covers in his most recent book, The Myths of Security. He will use his extensive industry knowledge to investigate what mistakes and also what successful things companies are doing when it comes to protecting their network. Join him at taking an inside look at the pitfalls most companies make even when they think they are doing everything to protect their network security.

Mobile by Nature
John Best, VP/CTO, Wescom Central CU, Pasadena, CA
~ Sponsored by ShoreTel

Your members are becoming increasingly mobile by nature, relying as much on their smart phones as they do on traditional PC's. Therefore your online banking applications that serve them must also become mobile by nature – natively supporting the many devices and access methods.  In this session, John Best, Wescom Credit Union 's CTO, traces the evolution of user expectations in this market, demonstrates Wescom's newly-built mobile banking services, and discusses future changes in store for the market.

MINI WORKSHOPS

Thin Client and Protocols and Flash Drives Oh' My!
Michael Norton, Information Systems Manager, Spokane Teachers CU, Liberty Lake, WA
~ Sponsored by mFoundry

Choosing the perfect virtualization hardware for desktops is a bit like shopping for souvenirs is Tijuana. Each new vendor promises to have the best system, at the best price, with the most features: perfect for members of your family. Do you trust familiar vendor names or the new guys carving out a niche? Perhaps learning a bit about how these offerings differ can narrow down the field for your credit union and get Aunt Martha the perfect gift.

•  See hardware devices first hand

•  See why all devices are not created equal

•  Give your remote workers and telecommuters easy access to a fantastic experience

Quest for Quality
Caroline Martorano, Manager, Quality Assurance, Baxter CU, Vernon Hills, IL
~ Sponsored by InfoImage

Are you delivering quality products to your members?  Are you getting what you expect from your existing quality assurance processes?  In this workshop we will examine the role of Quality Assurance in the application development lifecycle and how it improves product delivery starting with the business requirement and ending with customer satisfaction.  Technology happens somewhere in the middle, yet quality has always been something that gets tested into the product at the end of development.  We will cover the following topics: Business/Operations Roles, Quality Assurance Deliverables, & Measuring Testing Results at each stage of the product/application development.  At the end of this workshop you will be able to incorporate new tools into your product development and quality assurance processes.

Bringing the Cloud Down to Earth: Switch SuperNAP

It's field trip time! We are taking advantage of being in the same city as one of the 10 largest data centers in America, Switch SuperNAP. We will transport you from Caesars to the facility where you will have classroom time along with a tour. During classroom time, you will learn about cloud computing and how it has become a very inconsistent business opportunity. What does it mean to the credit union industry, what key metrics will help you know that now is the time to embrace the future of cloud omputing and what criteria will help you choose a secure and reliable provider. Once the session is done, you'll join your presenters on a tour of the Switch SuperNAP facility. A leader in data center space, Switch offers their services to companies with all types of technology requirements.  Once the tour concludes, you will be transported back to the hotel.
CURRENTLY SOLD OUT: This session and tour is limited to the first 55 people that sign up.

WELCOME CENTER

Sponsor Displays
Internet Café

GENERAL SESSION

The Shift Age
David Houle, Futurist Consultant and Speaker, Chicago, IL
~ Sponsored by CUNA eScan

Futurist Houle identifies and explains the new age we have entered. After taking a quick look back at the span of human history, he focuses in on the past 20 years and the transformative changes that have taken place. He then identifies the dynamics that are shaping our world now and will be for the next 10-20 years.  The Shift Age will be one of the most transformative and exciting times in the history of humanity. Houle leaves us with suggestions for how to prepare for and adapt to this new age.  A big picture speech that is pertinent for any group or organization.