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CUDL Prime Alliance announce lineup for symposium

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ONTARIO, Calif. (3/5/09)--CUDL and Prime Alliance announced speakers for their Auto/Mortgage Lending Symposium May 12-15 in Las Vegas. This year’s theme is “Driving Home.” Speakers include:
* Jason Jennings, author and lending business authority; * Charles Goss, vie president of lending, Security Service FCU, San Antonio, Texas; * Tom Weaver, vice president of lending, Northeast FCU, Portsmouth, N.H.; * Tracy Bremmer, director of product management decision sciences, Experian; * Jason M. Dias, trainer consultant and generational marketing and management expert; and * Steve Rizzo, personal development guru and comedian.
Topics discussed at the symposium include: portfolio management strategies, risk management and collections, best practices in marketing and operations, dealer relations, keys to pricing mortgage loans, and technology offerings from Prime Alliance and CUDL. CUDL is an indirect and point-of-sale lending service for credit unions. Prime Alliance is a credit union service organization that offers mortgage services.

Products and Services briefs (03/04/2009)

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* DES MOINES, Iowa (3/5/09)--TMG (The Members Group) announced that the TMG Client Conference, originally scheduled for July 13-15, has been postponed until July 12-14, 2010. The company did not give a reason for the postponement … * CHICAGO (3/5/09)--Those attending the 1009 Pricing Institute for Financial Institutions, conducted by Moebs Services at the University of Chicago May 18-22, have an extra incentive. Moebs says it will pay the airfare of attendees registering for the event during March. "We are doing this for two reasons," said CEO Mike Moebs. "This year's Pricing Institute marks the 50th Institute Moebs Services has conducted in the past 25 years, and we wanted to mark the occasion with something special." Also, "we understand the impact today's economic crisis is having on financial institutions--particularly community banks and credit unions. Budgets are under scrutiny, as well they should be." The course is for c-level executives and other managers involved in pricing. This year's focus is "how to price for survival and success." Other topics: pricing fees, attracting small business deposits and lowering prices to increase revenues. … * GRAND RAPIDS, Mich. (3/5/09)--CU*Answers, a credit union service organization (CUSO) that provides data processing solutions to credit unions, announced a new savings tool: Donate Your Dividends. The new automated dividend payment feature allows members to donate part or all of their share product dividends to a charity via a new dividend repayment code. Members select what percentage to donate. The credit union can set up multiple charity choices. It pays the dividends to the member's account, then transfers the designated portion back out of the account and into a designated payable account to be sent to the appropriate charity … * DES MOINES, IOWA (3/5/09)--To get credit union leaders thinking about growth during trying economic times, TMG (The Members Group) has issued a white paper, "Reloadable Cards--It's all in the Marketing," available for download at TMG's website. TMG Director of Product Development Jeff Falk, the paper's author, says reloadable cards are not only a new product for existing members, but a springboard to attract new groups of members--in particular, the travel, teen and underserved markets. "In this climate, creating products for people who don't qualify for traditional checking accounts can be a smart move," Falk said, adding reloadable cards can also be marketed to members in good standing as a budgeting tool …

Registration for Southeast CUNA Management School open

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HARAHAN, La. (3/5/09)--Registration is open for Southeast CUNA Management School, which will be held June 12-19 in Athens, Ga, at the University of Georgia’s Center for Continuing Education. The curriculum is delivered over a three-year period with students in residence for course work each summer for eight days. When not in class, students apply the knowledge gained from the school to projects, said the Louisiana Credit Union League. Topics at the school include:
* Personal leadership; * Managerial ethics; * How to interpret and use a budget; * Financial markets and financial analysis; * Management of risk; * Working effectively with your board; * Employment law; * Resolving conflicts among members or employees; * Developing business presentation skills; * Asset liability management; * Strategic planning; * Performance management; and * Project planning and pricing.
For more information, contact Jennifer Green at or use the link.