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Monday, 7/14/2008 [M01] Frontier Issues: Payment Market Trends11:15 AM - 12:45 PM HKCEC - Theatre I Speakers: Brian Branch (Moderator), Executive Vice President & Chief Operating Officer, WOCCU Sarah Canepa Bang, Chief Executive Officer, Financial Service Centers Cooperative, Inc. (FSCC) Shared Branching Joseph Herbst, CEO, Members United Corporate FCU Sean Rodriguez, Vice President and National Sales Director, Federal Reserve Bank of Chicago This panel of highly respected financial services industry professionals will address the topic of payment market trends. Sean Rodriguez will talk about trends in check processing, credit and debit card payments, electronic payments, ACH growth and future directions. Sarah Canepa Bang will focus on where the payments industry is going regarding mobile banking, shared branching, remote deposits and kiosks. Joe Herbst will provide an overview of the corporate system and sum up what the identified trends mean for corporates and credit unions.
This session will be simultaneously interpreted. Session Handouts19823[M1] WOCCU_Presentation_J_Herbst 060408.pdf, 19823[M1] WOCCU_Presentation_S_Rodriguez_FINAL.pdf, 19823Sarah Canepa Bang Presentation.pdf [M02] How Secure is Your Technology?11:15 AM - 12:45 PM HKCEC - Convention Hall A Speakers: Neil McDonald (Moderator), WOCCU Director-New Zealand Jim Stickley, CTO, Vice President of Engineering & Co-Founder, TraceSecurity Technology is no longer an option; it is a requirement for doing business in today's competitive marketplace. It offers many advantages and efficiencies, but it also demands that financial institutions protect data and operate in a secure manner. Credit union technology professionals know that it is not enough to install the latest technologies for compliance, fraud detection, identity theft, and customer service. What you do with these technologies is what really counts. You will gain insights on current financial institution trends, the latest security challenges and innovative and practical ways in which your credit union can achieve its security solutions. Come find out where your credit union is most vulnerable. You might be surprised.
This session will be simultaneously interpreted. Session Handouts19824[M2] How Secure is your Technology.pdf [M03] Attracting Talented Board Members11:15 AM - 12:45 PM HKCEC - Convention Hall C Speakers: Kaneez Fatima, Board Director, Udaipur Urban Co-Operative Bank Brandon Khoo (Moderator), Executive General Manager, Australian Prudential Regulatory Authority Competent board leadership is critical to moving a credit union forward and developing successful financial and member satisfaction results. But how do you get and retain the right people with the right credentials to serve on your board of directors? Are you making the most of your board expertise with appropriate leadership processes? Dr. Kaneez Fatima will share information and some of the practices that her cooperative bank used to attract a talented and diverse leadership group that has helped to produce excellent financial results in recent years. Session Handouts19825Kaneez Fatima Presentation.pdf [M04] Marketing Your Credit Union to a Values-Driven Generation11:15 AM - 12:45 PM HKCEC - Theatre II Speakers: Ryan Visscher, Assistant Manager - Employee Development, Envision Financial Stacey Walker, Board Director, XCEL Federal Credit Union Harry Zaphir, Deputy Chairman, Queenslanders Credit Union Eleonora Zgonjanin Petrovik (Moderator), FULM Savings House Credit unions have a tremendous opportunity for genuine engagement and long-term commitment from the 18-34 year old market segment. These bright, young people are values-driven, which is consistent with the philosophical values that have shaped our world-wide movement. In fact, 69% of 13-year-olds to 25-year-olds consider a company's social and environmental commitment when deciding where to shop. Attracting and cultivating this age cohort can help ensure a credit union's viability and growth. Learn how to appeal to and serve the needs of this market segment that has shown reluctance to embrace traditional financial services models. Discover the strategies to become this generation's financial institution of choice from skilled credit union consultant Harry Zaphir and two winners of the 2007 WYCUP scholarship program. Session Handouts19826[M4] Harry Zaphir.pdf, 19826[M4] Ryan Visscher and Stacey Walker.pdf [M05] Benefits & Pitfalls of Franchise Models2:15 PM - 3:45 PM HKCEC - Theatre II Speakers: David Grace, Vice President, Association Services, WOCCU Alcenor Pagnussatt, Director-President, SICREDI Manuel Rabines Ripalda (Moderator), WOCCU Director-Peru Credit union systems vary in organizational structure from country to country and each model offers benefits and has pitfalls. In some countries, regulations influence the model and in other areas, replicating an existing model has proven more expedient. Are credit unions in your country best organized to grow, innovate and be efficient? Attend this session to compare systems and explore options. Dave Grace will provide a global overview of various models, discussing their respective benefits and downfalls. Alcenor Pagnussatt will share the elements of the Brazilian model, which is one of the fastest growing.
This session will be presented in Spanish and simultaneously interpreted. Session Handouts19828[M5] Dave Grace - Benefits & Pitfalls of Franchise Models.pdf, 19828[M5 ] Alcenor Pagnussatt - I.pdf, 19828[M5 ] Alcenor Pagnussatt II.pdf, 19828[M5 ] Alcenor Pagnussatt III.pdf [M06] Credit Union Liability with Third-Party Processors2:15 PM - 3:45 PM HKCEC - Convention Hall C Speakers: Andy Poprawa, CEO, Deposit Insurance Corporation of Ontario Eric Richard (Moderator), General Counsel, Credit Union National Association The growing complexity of operations has led credit unions to become more reliant on data processors, vendors and third-party processors. While necessary in many respects, doing so offers both benefits and risks. This session will provide, from a regulator's perspective, an overview of the type of liabilities credit unions should be aware of and the due diligence they should perform. Attend this informative session to learn some preventative steps that may help safeguard your credit union. Session Handouts19844[M06] Credit Union Liability with Third Party Proocessors WOCCU July 2008.pdf [M07] A National Training and Educational Model that Works2:15 PM - 3:45 PM HKCEC - Convention Hall A Speakers: Carroll Beach (Moderator), President/CEO, Credit Union Service Corporation Cheryl Byrne, Vice President, Credit Union Central of Canada Learn about the successful results of Credit Union Central of Canada's national learning program, CUSOURCE® Credit Union Knowledge Network. While many credit union systems have discussed implementing an integration national training program, few have done it and even fewer have made it successful. CUSOURCE® President Cheryl Byrne will share the details of what her firm has been able to implement for credit unions of all sizes and their use of advanced technology. In response to credit union demand, CUSOURCE® has developed and introduced new components, the latest of which is the Management Development Series. This highly effective model may have practical application in other countries.
This session will be simultaneously interpreted. Session Handouts19830Cheryl Byrne.pdf [M08] Fueling Member Growth at Your Credit Union2:15 PM - 3:45 PM HKCEC - Theatre I Speakers: Mickey Goldwasser (Moderator), Vice President of Product Marketing and Communication, Open Solutions Mark Meyer, Executive Director, Filene Research Institute Discover and examine new methods to fuel credit union growth. To survive and flourish, credit unions need to use emerging behavioral research techniques and more complex segmentation and business strategies. Member acquisition, deposit growth and relationship management are compelling issues facing today's credit unions leaders. Mark Meyer will identify and explain the benefits of strategies such as ethnographic research methods, the Z-Met technique that taps the power of the subconscious in decision making, how to serve emerging demographic markets and others. He will draw on the research of credit unions and other financial institutions from around the world to show how a credit union can create uncontested market space and render the competition irrelevant.
Session Handouts19831Mark Meyer Presentation.pdf
Tuesday, 7/15/2008 [T01] US Economy at a Crossroads: Implications for the Rest of the World11:15 AM - 12:45 PM HKCEC - Theatre I Speakers: Bill Hampel, Senior Vice President and Chief Economist, Credit Union National Association Vijaya Kumar (Moderator), President, National Federation of Urban Cooperative Banks and Credit Societies Ltd. Within the last year, U.S. financial markets have taken a major downturn as a result of sub-prime mortgage lending. Although most U.S. credit unions were not directly involved in sub-prime mortgage lending, the downturn has impacted them as well as other markets around the world. This session features CUNA's Chief Economist who has appeared frequently on Bloomberg, MSNBC and other media outlets. Bill Hampel will share his prognosis for the U.S. economy, and what effects it will have on both U.S. credit unions and credit unions worldwide.
This session will be simultaneously interpreted. Session Handouts19833Bill Hampel Presentation.pdf [T02] Understanding Business and Technology Trends11:15 AM - 12:45 PM HKCEC - Convention Hall C Speakers: Mangipudi Haragopal, Business Head, Finacle - Infosys Technologies Limited Yvonne Ridguard (Moderator), Attorney, Jamaica Co-operative Credit Union League, Ltd. Keeping pace with business and technology trends is a challenge in today's world. This session will help you overcome the challenge with a focus on core banking solutions. Mangipudi Haragopal will share the core banking business of his company, a leader in the industry, with highlights of their operation, how medium and smaller financial institutions use their products and corporate deployment inside and outside of India. The speaker will also discuss the benefits as well as the challenges that financial institutions have encountered working with foreign institutions. This should have practical application for both credit unions and their associations. Session Handouts19834Mangipudi Haragopal Presentation.pdf [T03] Developing Trends for Asian Credit Unions and Chinese Rural Cooperatives11:15 AM - 12:45 PM HKCEC - Convention Hall A Speakers: Ranjith Hettiarachchi, Chief Executive Officer, Association of Asian Confederation of Credit Unions Peter Mason (Moderator), Executive Officer, Credit Union Foundation Australia Ralph Swoboda, Advisor, China Project, World Council of Credit Unions As business and financial markets in the Asia-Pacific region continue to expand at record rates, there is a growing need for proven strategies and solutions. Financial institutions are challenged to make wise consumer decisions that will accelerate growth and limit risk and losses, while adhering to core values and cooperative principles. Asian Confederation of Credit Unions (ACCU) CEO Ranjith Hettiarchchi will explain how Asian credit unions are serving their members in today's financial landscape by developing products and appropriately applying technology. WOCCU Advisor Ralph Swoboda will share his project work experiences with Chinese rural cooperatives.
This session will be simultaneously interpreted. Session Handouts19835[T3] Ralph Swoboda - Chinese RCCs - Hong Kong July 08.pdf, 19835[T3] Ranjith Hettiarachchi.pdf [T04] Attracting Deposits in the Age of Internet Banking and Falling Interest Rates11:15 AM - 12:45 PM HKCEC - Theatre II Speakers: Paul Maxwell, President, Barbados Public Workers' Co-operative Credit Union Henry Mok Man-kwong (Moderator), Professor, The Chinese University of Hong Kong Tae-young Sim, Team Manager, National Credit Union Federation of Korea Competition for consumers has never been greater. Consider all the usual competitive issues in your marketplace that are driving the economy and add to them such factors as the evolution of Internet banking and liquidity issues caused by falling interest rates. Undoubtedly, your members are becoming savvier and demanding increasingly competitive rates and convenience. While your credit union may not be facing some of these issues today, it will tomorrow. Learn from Paul Maxwell and Tae-young Sim about the approaches they are taking in their respective organizations to attract deposits in competitive environments. Session Handouts19836Paul Maxwell Presentation.pdf, 19836[T4] Tae-young Sim.pdf [T05] Custom Credit Union Research: Leadership and Regulatory Impact2:15 PM - 3:45 PM HKCEC - Convention Hall C Speakers: Richard Miller, Chairman of the Board, Service One Credit Union Con O'Brien (Moderator), Director, Irish League of Credit Unions Michael K. Peters, Business Law Lecturer, University of New South Wales Understand and apply the findings of two recent research reports, the studies for which were conducted by respected university professors who also serve as credit union board directors. This credit union industry-specific research focused on successful leadership practices and the impact of regulation. Richard Miller will share the results of his research with credit union CEOs from four countries to identify the practices leaders deem central to their success. Michael Peters studied the forces which are driving regulation and whether there is a detectable impact on the structure of Australian credit unions as a consequence of these regulations. Don't miss out on the findings from this new research performed specifically for the 2008 World Credit Union Conference! Session Handouts19838[T5] Richard Miller 2008 woccu presentation.pdf, 19838Michael Peters - Conference Paper.doc [T06] Mobile Banking: Ready or Not, Here it Comes2:15 PM - 3:45 PM HKCEC - Convention Hall A Speakers: Kieron Brennan (Moderator), Chief Executive Officer, Irish League of Credit Unions Maybelle M. Santos, Senior Manager, Marketing Solutions Consulting and Program Management, SMART Telecommunications Prepare your credit union to take advantage of a leading technology that may change the way your members transact their financial business with you. Mobile phones may be the most revolutionary financial tool since the introduction of plastic cards 30 years ago. Kabir Kumar will report on the global acceptance of mobile banking technology. You'll learn about the issues surrounding this technology, financial and regulatory requirements, and the potential impact the technology offers to help credit unions reach members. Without a doubt, the Philippines is the world's leader in text messaging. Maybelle Santos, a Philippine native, will share SMART Telecommunications' experiences with the development of their mobile technology that today enables 30 million consumers to use mobile technology to communicate and conduct their financial transactions.
This session will be simultaneously interpreted. Session Handouts19839Maybelle Santos Presentation.pdf [T07] The Role Financial Cooperatives Play During the Age of Economic Realignment2:15 PM - 3:45 PM HKCEC - Theatre I Speakers: Grzegorz Buczkowski (Panel Leader), President, Cooperative Savings and Credit Union Mutual Insurance Society Amaro Gomes, Head of Financial System Regulation Department, Central Bank of Brazil Ashok Narain, Deputy General Manager, Reserve Bank of India Ruibin Zhang PhD, Dean, Research Fellow, Finance School at Guizhou College of Finance & Economics, Institute of People's Bank of China BRIC, an acronym for the economies of Brazil, Russia, India and China, was first prominently used in a 2003 Goldman Sachs report that speculated that by 2050 these four economies would be wealthier than most of the current major economic powers. The theory is that China and India will become the world's dominant suppliers of manufactured goods and services, and Brazil and Russia will dominate as the suppliers of raw materials. With lower labor and production costs, these countries have the potential to form a powerful economic bloc. Attend this session that features an esteemed panel of speakers from Brazil, China, India, and Poland who will explore the positioning of financial cooperatives during economic realignment.
This session will be simultaneously interpreted. Session Handouts19840[T7] Amaro Gomes.pdf, 19840Ashok Narain Presentation.pdf, 19840Ruibin Zhang Presentation.pdf [T08] What it takes to be a Great Place to Work2:15 PM - 3:45 PM HKCEC - Theatre II Speakers: Anne Cochran (Moderator), WOCCU Director-USA Louise Foreman, Executive Vice President-Human Resources, Navy Federal Credit Union Al Morin, President and CEO, Assiniboine Credit Union How would your employees rank your credit union as a place to work? Would they say your leadership is innovative, that they are treated with respect, that their efforts are recognized and compensation is fair and equitable? These are some of the characteristics of top-ranked employers. Learn how to create a great place to work and build employee loyalty from Louise Foreman of Navy Federal and Al Morin of Assiniboine -- two credit unions that have been honored as "great places to work." The speakers will talk about their work environments and the success they have enjoyed, especially in member satisfaction and human resource effectiveness. Don't miss this informative session that will have immediate practical applications for your credit union. Session Handouts19841[T8] Al Morin PPT.Assiniboine CU.woccu.2008.pdf, 19841[T8] Louise Foreman.pdf
Wednesday, 7/16/2008 [W01] The Ins and Outs of Credit Union Lobbying From the Pros9:00 AM - 10:30 AM HKCEC - Theatre II Speakers: John Brogden, Chair, Abacus - Australian Mutuals Ryan Donovan, Vice President - Legislative Affairs, Credit Union National Association Louise Petschler (Moderator), Chief Executive Officer, Abacus - Australian Mutuals Gary Rogers, Vice President of Financial Policy, Credit Union Central of Canada Brussels, Canberra, Ottawa and Washington D.C. are some of the world's capitals where credit unions are making their voices heard. You can learn from the professional political insiders featured at this session who will describe some of the strategies and actions they are taking to address the ins and outs of backroom politics, and identify what works and what doesn't in crafting and delivering messages to politicians. While the issues will be varied, every credit union will be able to identify with one or more issues and learn from what John Brogden, Ryan Donovan and Gary Rogers are doing in their respective countries to create successful outcomes. Session Handouts19843[W1] Ryan Donovan_Ins and Outs of Credit Union Lobbying.pdf, 19843John Brogden Presentation.pdf, 19843Gary Rogers Presentation.pdf [W02] Integrating Sustainability Technologies in your Credit Union9:00 AM - 10:30 AM HKCEC - Convention Hall C Speakers: Rowan Dowland (Moderator), General Manager of Development, MECU Ltd. Monica Touesnard, Managing Director, BoP Learning Lab, Cornell University Our global environment and disappearing resources should be on every organization's agenda…but is it? There are a lot of reasons, financial, social, sensible and conscientious to be concerned. Credit unions are just beginning to experiment with a wide range of programs and initiatives related to sustainability but most have yet to realize the challenge – and opportunity -- from their efforts. Monica Touesnard will share the insights from research she helped conduct for a recent Filene Research Institute project titled "Back to the Future: Integrating Sustainability into Credit Union Strategy." She will share the programs and activities of some of the more active credit unions around the world, and show some of the results realized from their actions including financial savings and member and staff commitment.
Session Handouts19829Monica Touesnard Presentation.pdf [W03] Addressing the Needs of Women in Low-Income Communities9:00 AM - 10:30 AM HKCEC - Convention Hall A Speakers: Imelda Magabilen, General Manager, USPD Credit Cooperative Catherine Roberts (Moderator), WOCCU Director-USA Chetna Sinha, Founder/Chair, Mann Deshi Mahila Sah. Bank Ltd., Mhaswad Be inspired by the remarkable stories of two financial institutions that have changed the world for women in their communities. In developing countries, women are often the backbone of their families and thus the communities in which they live and work. In some areas women often lack educational, social and economic opportunities. But change is taking place in the communities where two innovative financial institutions are doing incredible work by providing tools necessary for achieving financial independence and self-sufficiency. They improve the lives of women holistically, with a unique and innovative combination of financial and non-financial services. Imelda Magabilen will talk about the success of her credit cooperative in the Philippines and Chetna Sinha will highlight the achievements of the Mann Deshi Mahila Cooperative Bank in India.
This session will be simultaneously interpreted. Session Handouts19845[W3] Mrs. Imelda S. Magabilen_Addressing_needs.pdf, 19845[W3] PRESENTATION OF MANNDESHI MAHILA SAH. BANK LTD., MHASWAD.pdf [W04] Discussion Session: National Branding and Cooperative Advertising Programs9:00 AM - 10:30 AM HKCEC - Theatre I Speakers: Kim Andres, Vice President, Credit Union Central of British Columbia Bill Cheney, President/CEO, California/Nevada Credit Union Leagues This is a planned interactive session with discussion focused on cooperative branding and advertising programs, national and regionally. National branding programs have had varying degrees of success and you can learn from two of the most successful. Co-facilitators Kim Andres, Credit Union Central of British Columbia, and Bill Cheney from California and Nevada Credit Union Leagues will briefly describe their respective programs and lead the forum discussion. Attendees will gain insights into the successes and challenges of cooperative programs by tapping into the collective wisdom and experiences of our global community. Through the group discussion, attendees will be able to explore such topics as business models, operational procedures, rules of participation, and other elements of such programs.
This session will be simultaneously interpreted. Session Handouts19846[W4] Bill Cheney_WOCCU Public Advocacy Program Presentation.pdf, 19846Kim Andres Presentation.pdf
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