Program Guide - Annual Meeting & Convention 2012 - California ...

Monday, November 12 (continued)
3–5 p.m.
Shapiro Group Session
Celebrating 20 Years of Serving
Credit Unions: Building Blocks of
an Investment Strategy & Plan
Jeremy Calva, VP, Chief Strategy Offi cer, America's Christian
Credit Union and Dwight Johnston, Chief Economist, California &
Nevada Credit Union Leagues
Montego ABC
Join the Shapiro Group as we celebrate 20 years of serving
Shapiro credit unions and look forward to what we can do to help
small credit unions today. Discover a new webinar series, designed
for Shapiro credit unions, on how to implement an investment
program. The series will take an in-depth look at investment
policy development, managing liquidity and insured amounts in
overnight accounts, due diligence on investment brokers, how to
read and understand different types of investments, and accounting
for investments on your balance sheet.
5–6:30 p.m.
Opening General Session
Groundbreaking Innovation at the
Intersection of Disciplines and Cultures
Frans Johansson, CEO, The Medici Group
Event Center C1-2
Seemingly random combinations can lead to radical innovations
and whole new fi elds. Johansson will take you on a fascinating
journey to the "Intersection," where ideas from different fi elds
and cultures collide, ultimately igniting an explosion of extraordinary
innovations.
6:30–8 p.m.
Welcome Reception in Networking & Exhibit Village
Event Center AB
The most powerful networking occurs offl ine when
we interact as one credit union leader to another. Face-to-face.
Right here, right now. Come and network among hundreds of
your colleagues at this memorable reception. (Drinks and appetizers
will be served.)
6
Conference Schedule
Tuesday, November 13
7 a.m.–4:30 p.m.
Registration & Internet Café
Event Center Rotunda
7:45–8:40 a.m.
Breakfast in Networking & Exhibit Village
Event Center AB
7:45–8:40 a.m.
WCMS Alumni Breakfast
Event Center C3
8:45–11:15 a.m.
General Session
The Bigness of Smallness
John Moore, marketing mastermind
from Starbucks and Whole Foods; Author of Tribal Knowledge
and Tough Love
Event Center C1-2
The smaller a business is, the bigger it must look. Conversely,
the bigger a business is, the smaller it must get. In this playful,
informative presentation, Moore will explore this paradox of
growth—as well as actionable methods to help both small and
larger organizations thrive in a crowded marketplace.
In the Mind of the Consumer—Part One: Lessons from
Consumer Focus Group Research
Neil Goldman, Senior Partner, Goldman Consulting &
Strategy
How can credit unions be more successful in attracting new
members and building stronger relationships with them?
Gain a better understanding of how consumers choose their
fi nancial-service providers, as Dr. Goldman reviews key fi ndings
and focus-group videos from his recent research in California,
Nevada, and nationally.
11:15–11:35 a.m.
Refreshment Break in Networking & Exhibit
Village
Event Center AB