Partnering and Leadership Successes
	Member Business Lending A PALS Workshop for Credit Unions October 16, 2003

Continental Breakfast/Registration/Networking

Welcoming Remarks

• NCUA Board Members Debbie Matz and JoAnn Johnson
• CUNA President & CEO Dan Mica

Succeeding with Member Business Loans—Credit Union Experiences

Facilitator: Jim McCormack, President, Pennsylvania CU Association

• Gary Base, CEO, Community CU, Plano, TX
• Bruce Beaudette, CEO, Sunmark FCU, Schenectady, NY
• Lillian Bent, CEO, Union Settlement FCU, New York City, NY
• Steve von Rajcs, President, Member Business Services, Arrowhead CU, San Bernardino, CA
• David Coggins, President, Business Lending Group, Fox Valley, WI

Managing Member Business Lending Legal Requirements

Facilitator: Rick Pillow, President, Virginia & D.C. CU Leagues

• Bob Fenner, General Counsel, NCUA
• David Javdan, General Counsel, Small Business Administration
• Eric Richard, General Counsel, CUNA
• Marc Schaefer, CEO, Truliant FCU, Winston-Salem, NC

Minimizing Member Business Lending Risk

Facilitator: Mike Marschall, Acting President, Maryland CU League

• Bill Hampel, Senior Vice President of Research & Policy Analysis, CUNA
• Roger Little, Deputy Commissioner, Michigan Division of Financial Institutions
• Maggie Miller, Principal Examiner, NCUA Region 2
• Marcia Sarrazin, Director of Supervision, NCUA Office of Examination & Insurance

Resources, Support and Partnering Opportunities

Facilitator: Grace Mayo, CEO, Telesis Community CU, Chatsworth, CA

• Joanna Bruno, President, J.R. Bruno & Associates, Glendora, CA
• Kathy Garner, CEO, Northwest Corporate FCU, Portland, OR
• Jim Hammersley, Director of Portfolio Management, Small Business Administration
• Mike Hearne, SBA Consultant, CUNA
• Rick Wargo, Senior Vice President, Pennsylvania CU Association, CU BizSource

Concluding Remarks

• NCUA Board Members Debbie Matz and JoAnn Johnson