NASCUS State System Summit
September 30-October 2, 2010
San Antonio, Texas
Working Agenda
Wednesday, September 29, 2010
10:00 a.m. – 4:00 p.m.
4:30 p.m. - 7:00 p.m.
Pre-Summit Board of Directors College
Registration and Information Desk Open
Thursday, September 30, 2010
8:00 a.m. – 5 p.m.
8:00 a.m.
8:30 a.m.
Registration and Information Desk Open
Breakfast
Opening Ceremonies and Welcome Remarks
 NASCUS Chairman Tom Candon
 NASCUS Executive Council Chairman Parker Cann
 Harold Feeney, TX Commissioner
 Richard (Dick) Ensweiler, President/CEO, TX Credit
Union League
9:00 a.m. - 12:00 p.m.
General Session
 NCUA Outlook for 2011
o NCUA Chairman Debbie Matz
 Economic Update and Emerging Risks
o Jeff Post, President and CEO, CUNA Mutual
Group
 What’s Next for Share Insurance and Credit Unions
o John Annaloro, WACUL President and CEO
12:15 p.m. - 1:15 p.m.
Networking Luncheon
Take a break from the hectic pace of life as a credit union executive or regulator
and LAUGH! Bev Harris, certified laugh specialist will remind us about the
benefits of including humor and laughter into your life everyday!
1:30 p.m. - 3:00 p.m.
NASCUS Educational Breakouts
o Lending Compliance Update, Bill Klewin, CUNA Mutual
 This session will update attendees on current and proposed
lending regulatory/compliance changes impacting credit
unions.
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Merger Accounting, Clifton Gunderson
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Presenters will cover how the new merger rules that went into
effect for mergers consummated in the fiscal year beginning
after December 15, 2008 (i.e. 2009 for calendar year ends)
will affect credit unions as well as best practices, planning,
and other transaction issues including:
Determination of purchase price where there is no
consideration given;
The valuation process behind ASC805 (Formerly SFAS
141R);
Post merger accounting concepts;
One Year Later: Impairment
o
Lending Challenges facing Credit Unions Today with
Lending Insights
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Credit unions are facing additional challenges in their lending
programs. State and federal regulatory agencies are
demanding more management control of lending strategies.
How executives respond to those challenges directly affects
the overall performance and profitability of those programs. It
is critical, especially in today’s environment, that credit
unions employ essential risk management monitoring and
reporting techniques. During this session you will receive
examples of proven techniques and strategies along with a list
of “Best Practices” and key reports to help meet the
regulatory requirements of safety and soundness. This session
will also guide you on how to implement better risk
management practices through business intelligence and
analytic tools.
Communicating on Times of Crisis
 Rick Grady, TXCUL and Kate Hartig, NASCUS
Never before has it been more important to have a
good public relations and crisis communication plan
in place. Join Kate and Rick for a look at how to
communicate in times of emergencies – from
economic meltdowns to hurricanes, from the industry
and regulatory perspective.
3:00 p.m. - 4:30 p.m.
NASCUS Educational Breakouts Repeated
6:00 p.m. – 8:00 p.m.
NASCUS Riverwalk Dinner
This event will showcase all that San Antonio has to offer. Spend an evening
with friends and colleagues on the Riverwalk while celebrating the year’s
biggest contributors to the state system!
Friday, October 1, 2010
8:00 a.m.
8:00 a.m. – 1:00 p.m.
8:30 a.m. – 2:00 p.m.
8:30 a.m. – 12:00 p.m.
Breakfast
Registration and Information Desk Open
Interagency Dialogue for State and Federal Regulators
NASCUS Credit Union Advisory Council Session
 The search for credit union income: Opportunities and
Pitfalls – facilitated by Bruce Jolly
Join us for this timely discussion on the credit union take
on overdraft protection, interchange, and more.
 Changing nature of CUSOs – Guy Messick
As the credit union system evolves, so does the
relationship between CUSOs and credit unions. Join us for
this discussion on the role of CUSOs in the credit union
market place, today and in the future.
12:15 p.m. – 12:45 p.m.
2:00 p.m. – 4:00 p.m.
NASCUS Credit Union Advisory Council Annual Meeting
NASCUS Annual Meeting and State Regulator Only Sessions
8:00 p.m. – 9 p.m.
President’s Dessert Reception
All attendees are invited to the NASCUS’ President’s Dessert Reception on
Friday, October 1.
Saturday, October 2, 2010
8:00 a.m.
8:30 a.m. – 11:00 a.m.
Breakfast
State of the States General Session
Keynoter, Governor Jim Douglas, VT Governor and
National Governor’s Association Chairman
 State Innovation Across the Nation
Along with the challenges facing us all, there are some
interesting and innovating things happening at state
chartered credit unions across the country! We hope you
can join us for this lively discussion on just how true it is
that the states are “the laboratories of innovation.”
George Reynolds, Retired GA Regulator and Past
NASCUS Chairman, Charlie Grossklaus, President and
CEO of Royal CU, Bruce Jolly, NASCUS General
Counsel