Educated Investor

Educated Investor Conference

WHEN: Sunday, April 20, 2008 from 8:30am-Noon

WHERE: Spectacle Room, Boston Renaissance Waterfront Hotel

WHY: You’ll hear how Credit Unions and other industry leaders, have experienced great growth by Discovering the Bottom-Line Benefits of Financial Education.

COST: $495.00 (FREE to customers, pilot partners, and invited guests)

Conference Agenda

• Time                     Presentation
• 8:30am-9:00am — Welcome, Icebreaker and Breakfast
• 9:00am-9:30am — 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 your bottom line.
  
  Speaker: Joe Saari, President and CEO, Precision Information
  
• 9:30am-10:15am — MOUNTAIN AMERICA CU CASE STUDY - Generating Measurable ROI through Financial Education
  
  Learn how Mountain America generated over $500 million in new deposits thru a highly successful internal / external financial education and marketing program focusing on helping employees and members prepare for retirement. As an added bonus, hear about Mountain America Credit Union's plan for providing home ownership education this summer!
  
  Speaker: TBD
  
• 10:15am-10:30am — Networking Break
  
• 10:30am-11:00am — Building a Sales and Service Culture in YOUR Credit Union
  
  Speaker: Joe Saari, President and CEO, Precision Information
  
• 11:00am-11:45am — DESERT SCHOOLS FCU CASE STUDY - Incorporating Financial Education to develop a highly effective Sales and Service Culture
  
  Learn how Desert Schools has helped grow (non-interest) revenues from its financial services program by over 325% thru incorporating financial education into a highly successful sales and service culture.
  
  Speaker: Ellen Smith, Account Manager, Precision Information
  
• 11:45am-12:00pm — Summing it all up - What did you learn today?

Previous Conferences

• March 15, 2008 — Nashville, TN
• September 23, 2007 — Indian Wells, CA
• April 22, 2007 — San Diego, CA