Home » Leadership Conference 2008

Presentation Materials and Conference Handouts

Pass it on! The Annual Leadership Conference is more than just one day. So to extend the experience to others (and save a tree or two while we’re at it), all materials related to this week’s events will be posted below. View or download your own copies, or send a link to a friend!

Conference Presentations

• 2008 Leadership Conference - Presentation (PPT)
• 2008 Leadership Conference - Presentation (PDF)
• 2008 Annual Stockholders Meeting - Presentation (PPT)
• 2008 Annual Stockholders Meeting - Presentation (PDF)

Other Presentations

• CU*BASE New GOLD Standard Prototype Screens (PDF)
• Leveraging Talent: Introducing CU*Talent (PPT)
• Student Choice Private Student Lending CUSO (PDF)
• What Consumer Trends Will Drive Innovation in 2009 and Beyond? (PDF)

Materials Distributed to Participants

• CU*BASE Software Enhancement Summary - January to June 2008 (PDF)
• CU*BASE Software Enhancement Summary - 2007 (PDF)
• A.S.A.P. Reports (Ask, See, Act, Profit) (PDF)
• "Our Favorite Reports" Series
• Completing Your Credit Union’s e-Document Strategy (DOC)
• Check 21 and Your Credit Union’s e-Document Strategy (DOC)
• Download from It’s Me 247 to Quicken & QuickBooks - Intro Brochure (updated as of July 7) (PDF)
• Sign Up for the Quicken/QuickBooks Download (PDF)
• Introducing Audit Link (PDF)
• Analyzing Tiered Services: A CU*Answers Peer Analysis (PDF)
• Audit Tracker (PDF)
• More on Credit Union Collaboration (PDF)
• Dump the Movement, Start a Network (PDF)
• The Spirit of CU*Answers: Scholarship Program (PDF)
• Starting a Credit Union with CU*Answers (PDF)
• CU*Check21 Associate Electronic Deposit Program (PDF)
• CU*Check21 Independent Electronic Deposit Program (PDF)

Other Materials of Interest

• Are We Working Under the Best Contracts? (PDF)
• Investing in eDOC Innovations: Summarizing the Process (PDF)

Lights, Camera, Action!

Lights, camera, action! At this year’s Leadership Conference we introduced three new videos produced in partnership with Fulvew Productions

Watch the videos from the 2008 Leadership Conference.

Special Announcements

This space will be used to organize some of the announcements that were made at the Leadership Conference, to draw attention to upcoming events, pricing changes, or other special notices for you and your staff. (That way you don’t have to look at all 165 slides in the presentation to find the critical nuggets you need right now!)

• CU*Answers Newsstand
• COLA & Online ATM/Debit Pricing Announcement (PDF)
• Online Credit Cards Price Incentive (PDF)
• CU*BASE New GOLD Standard Rollout Events (PDF) Dates updated!
• Tiered Services Focus Group in October Date changed! (PDF)
• Downloads to Quicken and Quickbooks (PDF)
• Sunset Announcement for Audio/Online Banking PINs (PDF)

2008 Awards

The following awards were presented at this year's Leadership Conference:

• The Robert H. Mackay 2008 Leadership Award - to Joni Shinn, CEO of Service 1 FCU
• The Ed Callahan 2008 Performance Award - to Alpena Alcona Area CU (Alpena, MI)
• The Ed Callahan 2008 Member Focus Award - to Prospera CU (Appleton, WI)
• The Ed Callahan 2008 Collaboration Award - to Northern Hills FCU (Sturgis, SD)

Information

Join us for several days of special events surrounding our annual CU*BASE Leadership Conference. Designed for CEOs and senior credit union leaders from all CU*BASE clients, Wednesday’s Leadership Conference provides a unique opportunity to get together with your peers and hear CU*Answers’ vision for our partnership during the coming year. And you never know just what Randy Karnes will do...previous years have involved eggs, chickens, teeter-totters, magic boxes (and big clown shoes?!?). We hope you will join us for what always proves to be a fun, energizing and inspiring time together!

Invitation

This year's events are scheduled for June 17, 18, and 19, 2008. All CU*BASE clients are invited, and registration is required no later than June 6,2008.