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.
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.
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.
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.

AUC 2011 General Preview!

  • 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.