All available conference presentations are linked in green. If you were a presenter and do not see your presentation here, please send your presentation to Rafael O. Morales at rmorales@cdcu.coop.
Video recordings are available for the Opening Ceremonies, the Annie Vamper "Helping Hands" Awards and the Closing Plenary. See links below.
For more information about each session including a session description, download our Program Book by clicking here.
Wednesday, June 15
Pre-Conference Sessions
8:00am Pre-Conference Registration Opens
8:00am Continental Breakfast
9:00am Credit Union Organizing Symposium: Chartering Minority, Low-Income Credit Unions
Speakers: John Dock, Economic Development Specialist, National Credit Union Administration
John Herrera, Founder, Latino Community CU & Senior Vice President, Self-Help CU
Brian Gately, Federation Senior Consultant, Small & Emerging Credit Unions
Thursday, June 16
8:00am Registration / Exhibits Open
8:00am Continental Breakfast
9:00am Foreclosure Prevention Workshop - Joint Presentation
Speakers: Cora Fulmore, Mortgage and Credit Center, LLC
Terri J. Fowlkess, Federation Director, Community Development Investments
9:00am NCUA Training: Duties of FCU Board of Directors, NCUA Regulations 701.4
Participants to receive certificate of attendance for NCUA’s Basic Financial Literacy Requirement
Malia Peel, Economic Development Specialist, National Credit Union Administration
12–4:00pm Los Angeles Credit Union Site Visits to:
Episcopal Community Federal Credit Union & Water & Power Community Credit Union
1:00pm Mortgage Industry Compliance & Regulations Workshop - Joint Presentation
Speakers: Terri J. Fowlkes, Federation Director, Community Development Investments
Onika Lewis, Federation Program Associate, CDCU Mortgage Center, LLC
2:00pm CDFI Track: Community Development Capital Initiative (CDCI) Compliance
Speaker: Neil Stevenson, Senior Staff Attorney, Econ. Dev., Lawyers Alliance for New York
Pablo DeFilippi, Federation Director of Membership
2:00pm CDFI Track: Program Overview, Certification & Application: What You Need to Know? - Joint Presentation
Speakers: Jaime Chase, Founder & Instigator of Goodness, Credit Union Strategic Planning
Terry Ratigan, Federation Senior Development Consultant
Sheila Schat, Partner, Chime Nonprofit Communications
Deirdre Silverman, South Danby Consultants
37th Annual Conference on Serving the Underserved
6:00pm 37th Annual Conference Opening Ceremonies
Welcome: Randy Chambers, Federation Board Chairman & President, Self-Help CU
Randy Chambers from Rafael O. Morales on Vimeo.
Diana Dykstra, President/CEO, California and Nevada Credit Union Leagues
Diana Dykstra from Rafael O. Morales on Vimeo.
Terry Agius, Vice President, Schools First FCU & CEO, Comunidad Latina FCU
Terry Agius from Rafael O. Morales on Vimeo.
Phil Perkins, President/CEO, Western Bridge Corporate FCU
Philip Perkins from Rafael O. Morales on Vimeo.
Keynote Intro: Clifford N. Rosenthal, President/CEO, National Federation of CDCUs
Keynote: Sister Corinne Florek, OP, Director, Mercy Partnership Fund, Mercy Investment Services, Inc.
Sister Corinne Florek, OP from Rafael O. Morales on Vimeo.
7:00pm
37th Annual Conference Opening Reception
Friday, June 17
7:00am Early-Bird Morning Coffee Café
8:00am Registration / Exhibits Open
8:00am Regional Caucus Breakfasts
Meet & greet the credit unions in your region! Please see posted signs to locate your region.
9:00am Plenary: Looking Forward: The Community Development Financial Institutions Fund
Keynote: Donna Gambrell, Director, U.S. Department of the Treasury CDFI Fund
10:00am Plenary: Change Everything!
Keynote: Rex Johnson, Founder, Lending Solutions, Inc.
11:15am Breakout Sessions A
A1 – Credit Bureau Scoring Models: They Aren’t Working – There’s a Better Way!
Rex Johnson Presentation
A2 – Credit Union Bill of Rights
Stacy Augustine Presentation
A3 – Reality Fairs: Moving Beyond Traditional Financial Education
Barbara Bass Presentation
A4 – Pathways to Economic Security for the Low-income Aging
Ramsey Alwin Presentation
Melanie Stern Presentation
12:30pm 2011 Annie Vamper “Helping Hands” Awards Luncheon & Plenary Presentation
Introduction: Shirley Spruill, CEO, Renaissance CDCU, Cliff Rosenthal, Federation President/CEO & Gregg Brown, CEO, Southside Community FCU
Annie Vamper from Rafael O. Morales on Vimeo.
Awardees
Introduction: Terri Portillo, CEO, Women's Southwest FCU
Acceptance: Mignhon Tourné, President & CEO, ASI Federal Credit Union
Teri Portillo and Mignhon Tourne from Rafael O. Morales on Vimeo.
Introduction: Terri Portillo, CEO Women's Southwest FCU
Acceptance: Kim Vermander, Senior Vice President, Communicating Arts Credit Union
Kim Vermander from Rafael O. Morales on Vimeo.
Introduction: Cliff Rosenthal, Federation President/CEO
Keynote: Tawana James, Director, NCUA Office of Minority & Women Inclusion
Tawana James from Rafael O. Morales on Vimeo.
2:00pm Plenary Panel: CDCUs, Community Development Finance, and Banking Innovation
Speakers: Mark Pinsky, President & CEO, Opportunity Finance Network
Clifford N. Rosenthal, Federation President/CEO
Jennifer Tescher, President & CEO, Center for Financial Services Innovation
3:15pm Breakout Sessions B
B1 – The Value of Remittances: Building Bridges to Immigrant Communities
Vanesa Calva Ruiz Presentation
Vicki Garcia Presentation
B2 – Correspondent Sources: Where Do We Go From Here?
Steven Jung Presentation
Rick Stanton Presentation
B3 – Community Impact Beyond Dollars & Cents: The Experience of Latino Community Credit Union.
Ruo Jia & Kulwanti Rai - Joint Presentation
This session focused on a report from UVA's Darden School of Business, available by clicking here.
B4 – Bank On USA: National Goals, Local Action and the Role of Credit Unions
Natalie Bishop Presentation
Gianfranco Piccollo Presentation
Louisa Quittman Presentation
4:30pm Peer Group Discussions: Similar Size. Similar Issues. Common Solutions?
Less than $10 million in assets
$10 to $50 million in assets
$50 to $100 million in assets
$100 million and above
Saturday, June 18
7:00am Early-Bird Morning Coffee Café
8:00am Registration Opens
8:00am Breakfast Plenary & Federation Business Meeting
The State of the Movement: In the United Stated and Across the Globe
Speakers: Clifford N. Rosenthal, Federation President/CEO
State of the CDCU Movement from Rafael O. Morales on Vimeo.
Cliff Rosenthal Presentation
Chairman's Report: Randy Chambers, Federation Board Chairman & President, Self-Help CU
Chairman's Report from Rafael O. Morales on Vimeo.
Introduction: Eunice J. Rogers, CEO, NRS Comunity Development FCU
Keynote: Pete Crear, President & CEO, World Council of Credit Unions
Pete Crear from Rafael O. Morales on Vimeo.
Pete Crear Presentation
10:30am Breakout Sessions C
C1 – Moving Beyond Traditional Branching Strategies in a New Economy
Bonnie Kramer Presentation
Rick Stanton Presentation
11:45am Annual Conference Closing: Farewell & “Goodies to Go”
12:15pm 37th Annual Conference on Serving the Underserved Adjourns
