Educated Investor

Educated Investor: Educated Investor University - Conference - Indian Wells, CA

WHEN: Sunday, September 23, 2007 from 8:30am-12:30pm

WHERE: Malta A & B, Renaissance Esmeralda Resort, Indian Wells, CA

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 attendees of CUNA Operations, Sales and Service Summit)

Conference Agenda Download PDF: 2007 Conference Agenda

• 8:30am-9:00am — Networking Brunch
• 9:00am-9:15am — Welcome and Icebreaker
• 9:15am-9:45am — Discover the Bottom Line Benefits of Financial Education (Overview)
  
  Learn how nearly 100 credit union executives are working together in a collaborative effort to demonstrate how tangible improvements in financial knowledge of credit union employees, members, and key stakeholders can positively impact the bottom line.
  
  Speaker: Joe Saari, President and CEO, Precision Information
  
• 10:00am-10:45am — DESERT SCHOOLS FCU CASE STUDY - Incorporating Financial Education into a Highly Successful Sales and Service Program
  
  Learn how Desert Schools has helped grow gross (non-interest) revenues from its financial services program by over 325% thru incorporating financial education into a highly successful sales and service program.
  
  Speaker: Matt Osborn, Training Director, Desert Schools Federal Credit Union
  
  View Case Study
• 10:45am-11:00am — Networking Break
• 11:00am-11:30am — The Importance of Financial Education when Building a Sales and Service Culture in your Credit Union
  
  Speaker: Dennis Graham, National Sales Manager, Schneider Sales Management, Inc.
• 11:30am-12:15pm — MOUNTAIN AMERICA CU CASE STUDY - Generating Measurable ROI through Financial Education
  
  Learn how Mountain America generated over $200 million in new deposits in Q1 2007 thru a highly successful internal financial education and marketing program focusing on helping employees and members prepare for retirement.
  
  Speaker: Ellen Smith, Account Manager, Precision Information
  
  View Case Study
  
   
  Watch "Build Your Retirement" Video (Part 1)
  
   
  Watch "Build Your Retirement" Video (Part 2)
• 12:15pm-12:30pm — Closing Remarks and Activity