Conference presentations are available below. Names in green text indicate that speaker's presentation is available.
If you do not see a presentation it is because we do not have it on file. If you were a presenter and do not see your presentation listed, please send your presentation to Rafael O. Morales at rmorales@cdcu.coop, and it will be added to this page.
Wednesday, June 11, 2008
Pre-Conference
9:00AM – 1:00PM - SAVING FOR SUCCESS: A NEW LOOK AT CREDIT UNION IDAs
Presenters:
Terry Ratigan, Federation Senior Consultant (New York, NY)
Deirdre Silverman, Director of Community Programs, Alternatives FCU (Ithaca, NY)
5th Latino Credit Union Conference
3:15PM - 3:45PM - WELCOMING CEREMONY
Presenters:
Anna María Escobedo Cabral, United States Treasurer (Washington, DC)
Maurice Calderón, VP Governmental Affairs, Arrowhead CU (San Bernardino, CA)
Deyanira Del Rio, Associate Director, Neighborhood Economic Development Advocacy Project (New York, NY)
María Martínez, President/CEO, Border FCU (Del Río, TX)
3:45PM - 4:30PM - PLENARY SESSION: CREDIT UNION LEADERSHIP FORUM
Panelists:
Bill Cheney, President and CEO, California and Nevada Credit Union Leagues (Rancho Cucamonga, CA)
Dick Ensweiler, CUDE, President and CEO, Texas Credit Union League (Farmers Branch, TX)
Harriet May, President and CEO, GECU / Treasurer, CUNA Board of Directors (El Paso, TX)
Facilitator: John Herrera, Vice President for Advocacy, Self-Help CU (Durham, NC)
4:45PM - 6:15PM - PLENARY SESSION: LATINOS AND THE DEMOCRATIZATION OF FINANCIAL SERVICES
Panelists:
Victor Rico, Director of Democratic Sustainability and Special Missions, Organization of American States (Washington, DC)
Francisco Anza Solís, Deputy General Director, Instituto de los Mexicanos en el Exterior (México City, México)
Facilitator: Carlos Calderón, CUDE, President and CEO, OAS Staff FCU (Washington, DC)
Thursday, June 12, 2008
8:30AM - 9:30AM - PLENARY SESSION: PUBLIC POLICY LANDSCAPE
Panelists:
Janis Bowdler, Associate Director, Wealth Building Policy Project, National Council of La Raza (Washington, DC)
George Hofheimer, Chief Research Officer, Filene Institute (Madison, WI)
Facilitator: Deyanira Del Rio, Associate Director, Neighborhood Economic Development Advocacy Project (New York, NY)
9:45AM - 10:45AM - WORKSHOPS SESSION A
A1 LATINO OUTREACH INITIATIVES
Presenters:
Larry García, CEO, El Paso Affordable Housing CUSO (El Paso, TX)
Linda Webb-Mañon, Director of Communications, Texas Credit Union League (Farmers Branch, TX)
Facilitator: Miriam Fernández, CUDE, President and CEO, Rockland Employees’ FCU (Spring Valley, NY)
A2 REMITTANCE SERVICES AND OPPORTUNITIES
Presenters:
Tiffany Kultgen, Manager, Remittance Services, World Council of Credit Unions (Madison, WI)
Elena Whistler, International Project Coordinator, Federal Reserve Bank of Atlanta (Atlanta, GA)
Facilitator: Ann Baddour, Senior Policy Analyst, Texas Appleseed (Austin, TX)
A3 MYTHS AND TRUTHS ABOUT SERVING NEW AMERICANS
Presenters:
Linda Armyn, Vice President of Corporate Development and Government Affairs, Bethpage FCU (Bethpage, NY)
Carolyn Merchan Saegert, Legislative and Compliance Counsel, Texas Credit Union League (Austin, TX)
Facilitator: Deyanira Del Rio, Associate Director, Neighborhood Economic Development Advocacy Project (New York, NY)
11:00AM - 12:00PM - WORKSHOPS SESSION B
B1 MEETING INSURANCE NEEDS IN LATINO COMMUNITIES
Presenters:
Javier Tejeda-Vera, Vice President for Latin America and the Caribbean, CUNA Mutual Group (Madison, WI)
Steve West-Rosenthal, Group Head, Insurance Division, United Nations FCU (Long Island City, NY)
Facilitator: María Martínez, President/CEO, Border FCU (Del Río, TX)
B2 CONNECTING WITH IMMIGRANT ORGANIZATIONS
Presenters:
Larry Marcum, Vice President of Sales and Community Development, Financial Center CU (Indianapolis, IN)
María Halverson, Executive Director, Families Together of Orange County (Santa Ana, CA)
Facilitator: Leticia Mata, Associate Vice President, Orange County’s CU (Santa Ana, CA)
B3 CREDIT UNION PARTNERSHIP MODELS
Presenters:
Tricia McKay, Executive Director, Medina Foundation (Seattle, WA)
Brenda Kurz, CEO, Seattle LICU Project (Seattle, WA)
Terry Agius, CEO, Comunidad Latina FCU / Vice President of Advocacy, Schools First FCU (Santa Ana, CA)
Facilitator: Pablo DeFilippi, CUDE, Federation Associate Director of Membership Development (Madison, WI)
12:15PM - 1:30PM - LUNCHEON PLENARY SESSION: THE NEW AMERICAN PIONEERS
Keynote Speaker: Juan Hernandez, author of The New American Pioneers (Washington, DC)
1:45PM - 2:45PM - PLENARY SESSION: IDENTIFYING THE OPPORTUNITY: USAGE OF FINANCIAL SERVICES BY LATINOS
Presenters:
Bárbara Robles, Associate Professor, Arizona State University (Phoenix, AZ)
Ann Baddour, Senior Policy Analyst, Texas Appleseed (Austin, TX)
Facilitator: Luís Pastor, CEO, Latino Community CU (Durham, NC)
3:15PM - 4:15PM - WORKSHOPS SESSION C
C1 RESOURCES FOR CREDIT UNIONS
Presenters:
Victor Corro, International Partnerships Manager, WOCCU (Madison, WI)
Warren Morrow, CEO, Coopera Consulting (Des Moines, IA)
Winona Nava, CEO, Guadalupe CU and Chair of CUNA’s Hispanic Task Force (Santa Fe, NM)
Facilitator: Raúl Picket, CEO, El Futuro CU (Porterville, CA)
C2 LENDING TO NEW AMERICANS
Presenters:
María Montoya, Loan Officer, North Side Community FCU (Chicago, IL)
Oscar Saavedra, Branch Manager, Latino Community Credit Union (Durham, NC)
Facilitator: Melissa Marquez, CEO, Genesee Co-op FCU (Rochester, NY)
C3 CU PARTNERSHIP MODELS II
Presenters:
Pier Alsup, SVP Marketing and Business Development, Anheuser-Busch Employee’s CU (St. Louis, MO)
John Liotti, CEO, Northern California Urban Development (East Palo Alto, CA)
Facilitator: Pablo DeFilippi, CUDE, Federation Associate Director of Membership Development (Madison, WI)
4:30PM - 6:15PM - MOVIE PREMIER: LOS SUEÑOS DE ANGÉLICA (ANGELICA'S DREAMS)
34th Annual Conference on Serving the Underserved
6:30PM - 7:15PM - PLENARY SESSION: A DIALOGUE WITH NCUA BOARD MEMBER HYLAND
Keynote Speaker: Gigi Hyland, CUDE, NCUA Board Member (Alexandria, VA)
Friday, June 13, 2008
9:00AM - 10:15AM - PLENARY SESSION: SUBPRIME LENDING AND FORECLOSURES: WHAT CAN CREDIT UNIONS DO?
Presenters:
Tim Sandos, President/CEO, National Association of Hispanic Real Estate Professionals (Washington, DC)
Keith Corbett, Senior Vice President, Center for Responsible Lending (Durham, NC)
Nelson Merced, Director, National Initiatives and Applied Research, NeighborWorks (Washington, DC)
Facilitator: Lisa Williams, Director, Federation CDCU Mortgage Center, LLC (New York, NY)
10:15AM - 10:45AM - PLENARY SESSION: LATINO CONFERENCE CLOSING REMARKS
Presenters:
Rafael Anchia, Texas State Senator (Dallas, TX)
Carlos Calderón, CUDE, President and CEO, OAS Staff FCU (Washington, DC)
11:00AM - 12:00PM - WORKSHOPS SESSIONS D
D1 SUBPRIME AUTO LENDING: THE COMMUNITY DEVELOPMENT AGENDA
Presenter: Bill Myers, Senior Fellow, Aspen Institute (New York, NY)
Facilitator: Lillian Bent, Board Chairman, Bethex FCU (New York, NY)
D2 MICROLENDING SUCCESSES: TAKING ACCION
Presenters:
Janie Barrera, Founder, President and CEO, ACCION Texas (San Antonio, TX)
Andrea Stiles Pullas, Director of Resource Development and Financial Literacy, ACCION USA (Boston, MA)
Facilitator: Ginger McNally, CEO, Santa Cruz Community CU (Santa Cruz, CA)
D3 RESOURCES FOR INNOVATION AND GROWTH
Presenters:
Steve Delfin, Executive Director, National Credit Union Foundation (Washington, DC)
Cynthia M. Adams, CEO/President, GrantStation.com, Inc. (Fairbanks, AK)
Brian Gately, CUDE, Federation Director of Technical Assistance (New York, NY)
Facilitator: Terry Ratigan, Federation Senior Consultant (New York, NY)
D4 STAYING AHEAD OF THE MORTGAGE CRISIS: HOW THE CDCU MORTGAGE CENTER CAN HELP YOUR BOTTOM LINE
Presenter: Lisa Williams, Federation Mortgage Director (New York, NY)
Facilitator: Jennifer Arroyo, Home Ownership Counselor, Brooklyn Cooperative FCU (Brooklyn, NY)
12:15PM - 1:45PM - 16TH ANNUAL ANNIE VAMPER "HELPING HANDS" AWARDS LUNCHEON
1:45PM - 2:15PM - PLENARY SESSION: CDFI FUND UPDATES AND OPPORTUNITIES FOR COMMUNITY DEVELOPMENT INSTITUTIONS
Keynote Speaker: Donna Gambrell, U.S. Department of the Treasury, CDFI Fund Director (Washington, DC)
2:30PM - 3:30PM - WORKSHOP SESSIONS E
E1 INNOVATION NOW: CAN YOU ZOPA? (PEER TO PEER LENDING)
Presenter: Scott Pitts, Managing Director, U.S. Zopa (San Francisco, CA)
Facilitator: Robert Suarez, AVP of Community Development, Bethpage FCU (Bethpage, NY)
E2 THE CDFI FUND: EXPANDING OPPORTUNITIES FOR CREDIT UNIONS
Presenters:
Jamie Davenport, Financial and Program Analyst, U.S. Dept. of the Treasury, CDFI Fund (Washington, DC)
Star Wilbraham, Financial and Program Analyst, U.S. Dept. of the Treasury, CDFI Fund (Washington, DC)
E3 ASSET BUILDING: THE BIG PICTURE
Presenters:
Lisa Mensah, IFS Executive Director Aspen Institute (New York, NY)
Mitty Owens, Senior Deputy Director, Office of Financial Empowerment, NYC Dept. of Consumer Affairs (New York, NY)
Facilitator: Terry Ratigan, Federation Senior Consultant (New York, NY)
E4 “WE CAN ALL JUST GET ALONG”: THRIVING IN A REGULATED WORLD
Presenter: Leslie A. Thomson, Supervisory Examiner, National Credit Union Administration (Alexandria, VA)
Facilitator: Bruce Wright, President and CEO, Brookland FCU (West Columbia, SC)
3:30PM – 4:15PM - “LEED”-TYPE CERTIFICATION FOR SERVICE TO LOW-AND MODERATE INCOME COMMUNITIES
4:15PM – 5:15PM - WORKSHOP SESSIONS F
F1 HOUSING COUNSELING: HOW YOU CAN EXPAND YOUR IMPACT
Presenter: Deirdre Silverman, Alternatives FCU (Ithaca, NY)
Facilitator: Terry Ratigan, Federation Senior Consultant (New York, NY)
F2 FAITH-BASED CUS: REDEVELOPING COMMUNITIES BY INTEGRATING RESOURCES
Presenter: Reverend Gerald Britt, Central Dallas Ministries (Dallas, TX)
Facilitator: Sharon Saulters, CUDE, President / CEO, Triumph Baptist Church (Philadelphia, PA)
F3 SMALL CREDIT UNION, BIG SERVICES
Presenters:
Lynda Milton, President and CEO, Houston Teamsters FCU (Houston, TX)
Tristram Coffin, CEO, Alternatives FCU (Ithaca, NY)
Facilitator: Sherwood Spells, CEO, Bethel A.M.E. Church FCU (Saginaw, MI)
Saturday, June 14, 2008
9:00AM - 10:00AM - WORKSHOP SESSION G
G1 ASSETS FOR INDEPENDENCE - HOW IDAS CAN WORK FOR YOUR CREDIT UNION
Presenter: Deirdre Silverman, Director of Community Programs, Alternatives FCU (Ithaca, NY)
Facilitator: Terry Ratigan, Federation Senior Consultant (New York, NY)
G2 TEXAS TWO STEP: FINANCIAL EDUCATION AND COLLABORATION
Presenters:
Linda Britt, Community Outreach Director, People's Trust Fin. Co-op/Exec. Director, People's Trust Foundation (Houston, TX)
Naomi Vernon, Community Consultant, U.S. Department of the Treasury (Washington, DC)
Gina Vincent, Community Affairs Specialist, Federal Deposit Insurance Corporation (Dallas, TX)
Facilitator: Linda Webb-Mañon, Communications Director, Texas Credit Union League (Farmers Branch, TX)
G3 MAKE NEW MISTAKES: A “BANKER'S DOZEN” FAILURES
Presenter: Bill Myers, Senior Fellow, Aspen Institute (New York, NY)
Facilitator: Daniel Morrisey, Treasurer/CEO Queen of Peace Arlington FCU (Arlington, VA)
G4 CREDIT UNION ORGANIZING WORKSHOP CONFERENCE
Presenter: Brian Gately, CUDE, Federation Director of Technical Assistance (New York, NY)
10:15AM - 12:00PM - FEDERATION BUSINESS MEETING: "THE STATE OF THE FEDERATION"
Presenter: Cliff Rosenthal, Federation President / CEO (New York, NY)
