YOUR ACCOUNT
join/renewsearch

CUNA Technology Council Conference Podcast Series

Couldn't attend the Technology Council conference last year?

You are in luck - select sessions were recorded and are now available for council members to download in mp3 format along with handouts. They are priced to fit any budget and can be purchased separately or as a set.

$9.95 for each podcast (10% off if you buy four or more)

or

$79.99 for the complete set (save almost $30!)

 

How to Buy & Download:

  1. Use the following link to purchase podcast(s):

    > Click Here to Purchase Podcasts (login required)

  2. Then use the download links below to download the podcasts and accompanying handouts you purchased.

Session information is below.
Questions? Contact Christopher Morris at cmorris@cuna.coop or 800.356.9655 x4102.

SESSION INFORMATION DOWNLOAD LINK
(after purchase)

CUNA Technology Council Conference Podcast Series - Set of 11

See session information below for each

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

The Red Flags Rule was developed pursuant to the Fair and Accurate Credit Transactions (FACT) Act of 2003. Under the Rule, financial institutions and creditors with covered accounts must have identity theft prevention programs to identify, detect, and respond to patterns, practices, or specific activities that could indicate identity theft.

Through this session you will:

  • Gain an understanding of the Red Flags Rule.
  • Learn what a comprehensive identity theft program includes.
  • The Gramm-Leach Bliley Act, how does it differ?
  • Gain an understanding of the growth of fraud and identity theft.
  • Gain an understanding of what your credit union needs to do to be compliant from a data and network security perspective.

Audio Sample:

Download Link
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
Albert Ko, SVP Online Financial Management, Digitial Insight, an Intuit Company

Is the online channel mature or are there new enhancement/products coming that will bring in a whole new set of users to your online channel?  What can your organization do to hold onto your current online users? This vendor panel will provide the following insights:

  1.  A product roadmap that discusses each company's vision around addressing the future needs of online users.
  2. A discussion about what is finally attracting new users (outliers) to the online space.
  3. A discussion about what new products or enhancements have helped solidify the online relationship with existing members.
  4. A chance to ask the panel your question about the future of the online space.

Audio Sample:

Download Link
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

These are unprecedented, dynamic times for the financial services industry and the credit union movement. However, there are opportunities out there in the turbulence. Join our expert panel for a review of some top business trends and technology's role in dealing with the opportunities and challenges. Numerous industry best practices will be discussed so you can take home proven ideas to consider and deploy.

Audio Sample:

Download Link

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

What is Alliant Credit Union’s strategy to drive online account enrollment and account opening that has made the online channel the largest “Service Center?” Learn about Alliant’s strategies of a successful business model that drives remote and call center as their primary delivery channels, online account opening trends and online banking integrations.

Audio Sample:

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

Maximize the investment value within your enterprise by integrating collaboration technology and knowledge management. Learn how BECU has leveraged their investments in these technologies through integration, providing their employees with the right information at the critical ‘moments of truth' interactions with their members, creating the ultimate member experience.

Audio Sample:

Download Link

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

This session will show how Alliant Credit Union has implemented Six Sigma and how using it has brought significant benefits to them.

Audio Sample:

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

There are virtual solutions for every problem that all cost real money. We'll sort through these pretenders and separate the proven technologies from the bleeding edge while matching it to our credit unions needs. You won't want to blink as we outline technologies we have tried, implemented, and dismissed in the past year saving you precious time and perhaps a few dollars too.

Audio Sample:

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

This session gets inside the heads of financial services consumers. It's based on in-depth interviews with members in their homes and on other cutting edge research efforts. The conclusion is clear: consumers look at financial products and services very differently than most bank and credit union CEOs and board members do.

New research shows ways your credit union can better meet the true needs and wants of members. It goes far beyond what's learned in most surveys. It is loaded with fresh insights into gaining larger share of members' wallets and increasing member loyalty. Understanding your members better will enhance their lives and pay big dividends to your credit union.

Audio Sample:

Download Link
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

This session examines the emergence of international imbalances. These imbalances flowed into American consumer credit markets- principally the mortgage finance arena from 2001-2007. This created rising credit availability, falling standards and anomalously low interest rates. The strained condition of U.S. consumers and the quantity and price of credit aligned to create the conditions for the perfect storm. We have now reached the end of the beginning of seismic shift in U.S. consumer credit markets. What lies ahead for consumers, credit unions and the macroeconomy?

Audio Sample:

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

This session will describe recent security breaches and will both summarize how credit unions can comply with regulatory requirements and prevent a major security incident. IT compliance will be demystified! You will also receive many samples and templates in this packed presentation.

Audio Sample:

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

Freeware, Shareware, and Open Source software have come a long way since their introduction in the 80's. There are many free and low cost alternatives to the expensive software products you may currently use, (Microsoft Office, SQL Server, Crystal Reports, etc). These alternatives all have communities of programmers, users and in some cases companies that support them. This presentation will give you a brief overview of the history of the Open Source movement, and the various business models associated with them. It will then go on to focus on three widely used software categories that are available as Open Source alternatives; Office suites, Databases/Reporting/BI, and Collaboration.

Audio Sample:

Download Link

Did you attend the 2009 conference? Note that you already have complimentary access to these podcasts here.

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