The document provides an overview of sessions and topics at a CUtopia conference. Key sessions include: - OASYS core data processing platform overview and sneak peek at future releases. - iTeller and mTeller mobile and online banking solutions demonstrations. - Roundtable discussion for credit unions to share best practices. - Compliance sessions on concentration risk and hot topics. - Going paperless with digital archiving. - Attracting younger generations of members. - Motivational speech on stepping outside comfort zones.

2. Conference Highlights
OASYS – Core Data Processing
Your core DP platform is the central hub of your
institution’s member accounting and relationship
building functions. CUtopia’s OASYS solution offers
iTeller – Internet Banking the industry’s most affordable, full-featured core
processing platform for small- to mid-sized
Studies show that online, “wired” members institutions. This session will provide an overview
comprise a credit union’s most loyal, and profitable of how your staff can get the most out of the
member segment. In addition, when the 73 million features and power of our OASYS platform.
millennials in the country’s population – young
adults between the ages of 13 and 30 – go CUtopia e-Suite – New Look, New Feel
browsing for a financial services provider, they’ll
look first to your online service offering, and your CUtopia strives continually to offer advanced
online banking package in particular. CUtopia’s services with our semi-annual e-Suite product
next generation iTeller online banking solution releases. This session will provide a sneak peek at
goes well beyond the basics to inject the “wow” what’s on our drawing board for the near future,
factor back into the member’s online banking such as remodeled user interfaces and layout. We
experience. This learning session will get you up- think you’re going to like what we have to say.
to-speed on the power of iTeller 5.0, and cover all
of its new features, which rival those of applications OASYS – Next Generation Core
used by much larger banks and credit unions.
CUtopia strives continually to offer advanced
mTeller 5.0 – Mobile Banking services with our semi-annual OASYS product
releases. This session will provide a sneak peek at
With more than 200 million cell phones in use today what’s on our drawing board for the near future,
and projections of over 40 million mobile banking such as remodeled user interfaces and layout. We
users by 2012, credit unions absolutely need to think you’re going to like what we have to say.
have a growth strategy that leverages this
burgeoning and lucrative channel. CUtopia’s Credit Union- Round Table
mTeller mobile banking solution delivers robust
capabilities that give your members the freedom to CUtopia strives continually to create a networking
conduct their banking anytime, anywhere from their community among our valued clients. The Round
web-enabled phone or PDA. This lab will walk you Table session is a setting to share what you are
through the power, value and features of mTeller, seeing in your area, ask for best practices
and share industry best practices for putting this pertaining policy ideas, HR items or compliance
valuable solution in your members’ hands. topics.
CUtopia – Visit. Stay. Grow.

3. Conference Highlights
Compliance – Concentration Risk Go Green – Going Paperless with Digital
Archiving
Growing concentrations are a major factor in credit
union failures. With the NCUA emphasizing this We know that to succeed in the ultra-competitive
area of review in relations to the total risk of each financial services market, you’ve got to stand out.
credit union, join us to learn best practices and Do things differently. Be bold. Get imaginative.
helpful policy tips. Look ahead. That’s what you do. Going paperless
with Digital Archiving will help your credit union cut
Compliance – The Latest Hot Topics cost and stand out amongst your competitors. Join
us to learn how to create your digital archiving
Pressing Credit Union Compliance Issues. Join framework from what documents to archive to
us for a discussion as we address the latest how to structure your electronic filing system.
compliance hot topics and provide a heads up on
pending regulations. You will have an opportunity Website Presence and Design
to share best practices and ask our compliance
experts questions. Position your credit union website as an interactive
branch with content, applications and tools
Security Standards – Physical and Data designed to ensure member satisfaction. As trusted
experts in the credit union industry, we provide
cutting edge web design services, and much
In this session, we will provide recommended
more.
practices on physical and data security standards.
From creating the appropriate policy to
implementing and monitoring the policy as the
credit union grows. Awareness is the key to
successful security standards; let our experts help
guide you in protecting your credit union.
CUtopia – Visit. Stay. Grow.

4. Conference Highlights
Social Networking / New Media Attracting New Members
In the past 10 years, Social Media has become a
dominant force in business in a variety of different The aging of credit union membership is a growing
ways ranging from marketing and sales to member trend, since 69% are 55+. Now, many credit unions
service and feedback. According to are asking: “How can we make ourselves relevant
to younger generations?” This voyage is designed
AllFacebook.com, “during the average 20-minute
to answer that question and will be hosted by a
period in 2010, there were: 15,870,000 wall posts, member of Gen Y. The elusiveness of this
2,716,00 photos uploaded and 10,208,000 demographic will be tackled from several angles.
comments posted,” referring only to We will discuss what this generation needs, what
Facebook.Com. Numbers like these are proof that they actually respond to and what steps your credit
by having a social media presence, users whether union can take to engage them.
on the business level or personal level, gain access
• Understanding Gen Y in the Marketplace
to a multitude of information and communication
• Utilizing new forms of media and using
possibilities. In a world where social media has existing channels more effectively
become a primary source for information, the only • Developing Products & Services
way to be negatively affected by social media, is to • You attracted them, now what?
have no presence at all. Join us to learn best
practices on how to launch your Credit Union into
the world of Social Networking / New Media.
CUtopia – Visit. Stay. Grow.

5. Conference Highlights
Sidney C. Hurlbert is a nationally-recognized human relations consultant and
motivational speaker who takes a lighter, smarter look at managing for results. Sid
combines his powerful messages, humor and insight with an entertaining twist,
creating a dynamic group learning experience that transforms the way people
relate to themselves, fellow employees and their members.
Sid’s topics encompass member service & loyalty, developing leadership, and
overall communications skills while underscoring the power and importance of fun
in both business and personal interactions. His exceptional gift as a motivator
allows Sid to explore anything and everything to deliver member service
accomplishments and stimulate communications success. His professional and
personal experiences propel his outstanding “real world” analysis of
communications skills, motivation, and customer service behavior.
“Beyond This Point There Be Dragons”.
In the days of Columbus and other great explorers, much of the earth was uncharted territory. Legend held
that sea monsters and other scary and dangerous creatures lived in the unexplored waters. Map makers
placed the words “Beyond This Point There Be Dragons” on areas that were unknown. Thus early explorers
were warned to avoid these areas at all costs. This kept the discovery of many great wonders hidden for
years! Sometimes we mark our mental charts with the same “Beyond this Point” warnings. We experience
similar fears and anxieties when we even think of stepping outside our comfort zones into “new waters”.
Sid’s 5 “STEPS” will take you beyond the “Point Of Dragons” and show you how giving great customer service
will make you happier and more successful in your business and personal life!
CUtopia – Visit. Stay. Grow.