Educated Investor

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
  
  View Powerpoint Presentation
• 12:30pm-1:00pm Closing remarks and activity