
Information
Designed for CEOs and senior credit union leaders from all CU*BASE clients, our annual Leadership Conference provides a unique opportunity to get together with your peers and hear CU*Answers' vision for our partnership during the coming year.
Special Announcements
This space will be used to organize some of the announcements that were made at the Leadership Conference, to draw attention to upcoming events, pricing changes, or other special notices for you and your staff. (That way you don't have to look at all 176 slides in the presentation to find the critical nuggets you need right now!)
- Christmas in June: Savings for your 2012 Business Plan
- Wave Goodbye to Fees This Fall!
- 500 Free Calls from Xtend
- Win $$ for Submitting Step-by-Step Topics
- Special Event Invitation: Start a Business (Oct. 12, 2011)
- Special Event Invitation: Learn More About Mi-CPR: (Sept. 7, 2011)
Presentation Materials and Conference Handouts
Conference Presentations
- 2011 Leadership Conference - Presentation (PPT)
- 2011 Leadership Conference - Presentation (PDF)
- 2011 Annual Stockholders Meeting - Presentation (PPT)
- 2011 Annual Stockholders Meeting - Presentation (PDF)
Materials Distributed to Participants
- CUATV Video Customizing (Fulvew Productions)
- Co-Ops Work to Build a Sustainable Economy (excerpts from the CBJ)
- Introducing the Cooperative Score
- Why We Spoke Up (article by Randy Karnes)
- Board Election Services
- Board Financial Literacy Intro and Course List
- Starting a Credit Union with CU*Answers (de novo assistance program)
- Merger Guide
- Scholarship Program
- Exercises for Success Intro
- Show Me the Steps Intro and Contest
- OBC Intro and Customization Form
- Xtend Inbound Live Chat Services
- Implementing Xtend Web Chat
- MoneyDesktop OFM Intro
- MoneyDeskTop Projects - Learn More in the Kitchen
- Offering Your Members Choices (Printed Statement Styles)
- Lender*Hub Product Overview
- Lender*Hub Business Process
- CheckLogic Imaging Suite
- eDOCSignatureTM: Introducing eSignature Technology
- ProDOC Packages Enterprise Workflow Management
- PDF Exports (Raise the Bar on your Board Reports)
- Rate Proof: A New Service from Xtend
- Lender*VP Innovator Sale: Wave Goodbye to Fees This Fall
- Start a Business Event Invitation
- Introducing Mi-CPR (a new Michigan CUSO)
- Invitation to Learn More About Mi-CPR
- Case Study: Social Media Management CUSO (VacationLand FCU)
- Chatter Yak Social Media Management Press Release
- Lender*VP Top 10 - Comment in the Kitchen
- Audit Link Dirty Dozen
- Audit Link Dirty Dozen - Comment in the Kitchen
- Gividends Services Overview
- Gividends Tiered Services Rewards Program
- Software Enhancement Summary - 2010
- Software Enhancement Summary - January to June 2011
- Going Green: Best Practices for Eliminating Paper
- Choosing Your Electronic Document Vault
- Introducing Marketing Newsletter Services
For the Lights, Camera, Action!
Lights, camera, action! At last year's Leadership Conference we introduced two new videos produced in partnership with Fulvew Productions
Watch the videos from the 2011 Leadership Conference.
Volunteer |
Community |
2011 CUATV Awards
Video Idea Contest Winner: Meijer Credit Union, Marsha Sapino for the idea for the "Community" video above.
Video Idea Contest Honorable Mention: Community Schools CU, Morgan Rescorla.
2011 Awards
The following awards were presented at this year's Leadership Conference:
- The Robert H. Mackay 2011 Leadership Award – Thomas L. Furrey, CEO of Western CU (Columbus, OH)
- The Spirit of CU*Answers 2011 Award – VacationLand FCU (Sandusky, OH), Kevin Ralofsky, CEO
Charities
In lieu of a gift, the attendees of CU*Answers Annual Leadership Conference each received a donation “check” for $10.00. Clients could select from five community related charities listed on the check, sign their name and deposit to a fish bowl marked for their chosen charity. On behalf of our clients, I am happy to report that CU*Answers made donations to the following charities –
- Credit Unions for Kids: $650
- Habitat for Humanity: $270
- Special Olympics: $210
- Salvation Army: $160
- Big Brothers Big Sisters: $170




















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