Educated Investor: Educated Investor University - Conference - San Diego, CA
WHEN: Sunday, April 22nd from 8:30am-1pm
WHERE: The Pearl Room, Wyndham Emerald Plaza, 400 W. Broadway, San Diego, CA 92101
WHY: In this knowledge packed peer-to-peer collaborative learning session, learn successful tools, tips, and ideas from credit union peers, partners, and pundits related to the bottom line benefits of financial education for your employees, members, and your credit union performance.
COST: $495.00 (FREE to Customers, Pilot Partners, and CUNA HRTD Summit Attendees)
2007 Conference Agenda
Download PDF: 2007 Conference Agenda
- 8:30am -9:00am Networking Brunch
- 9:00am-9:30am Welcome and Icebreaker
- 9:30am-10:30am Discovering the ROI of Financial Education
Matthew Clark, VP of Investments and Gordon Combs, Sales Supervisor, Mountain America Credit Union, West Jordan, UT
View Powerpoint Presentation
View Case Study
Watch "Build Your Retirement" Video (Part 1)
Watch "Build Your Retirement" Video (Part 2)
- 10:30am-10:45am Networking Break
- 10:45am-11:15am Why is Financial Education Important?
The Bottom Line Benefits of Financial Education for Employers
Dr. Thomas Garman, Personal Finance Employee Foundation, Inc., Summerfield, FL
View Powerpoint Presentation
Visit Dr. Garman's Web Site
- 11:15am-11:45am People Helping People: 30+ Credit Union Executives Collaborate to help improve financial education of employees
Word of thanks from Joe Saari, CEO of Precision Information, LLC, publisher of the Educated Investor family of products
Melanie Hoffner, Staff Development Specialist, DuTrac Community Credit Union, Dubuque, IA
View Powerpoint presentation.
Background on Development of Educated Investor University
Q&A with Credit Union Executives Regarding Their Experience with the Educated Investor University
- 11:45am-12pm Networking Break
- 12:00pm-12:30pm Building a Sales and Service Culture in your Credit Union
Denny Graham, National Sales Manager, Schneider Sales Management, Inc., Chesterfield, MO
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- 12:30pm-1:00pm Closing remarks and activity
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© 2000-2012 Precision Information LLC, publisher of the Educated Investor family of products. All rights reserved.
© 2000-2012 Precision Information LLC, publisher of the Educated Investor family of products. All rights reserved.