July 8, 2003 Making the Latino Connection A PALS Workshop for Credit Unions "To share ideas and methods for serving members of the Latino community within their fields of membership"

Continental Breakfast/Exhibits/Networking

Welcoming Remarks

• NCUA Board Member Debbie Matz

Connections to the Latino Community

• Harriet May, CEO, Government Employees CU of El Paso
• Luis Pastor, CEO, Latino Community Credit Union
• Thomas Light, President, Family Security Credit Union
• Pablo DeFilippi, CEO, Lower East Side Peoples FCU
• Questions and Answers

Latino Community Financial Services Needs & Winning Marketing Strategies

• Brenda Muniz, Policy Analyst, National Council of La Raza
• Don Casselman, Executive VP, Financial Marketing Group
• Debra McLean, VP Marketing, Charlotte Metro Credit Union
• Marilyn Jarmon, Admin, WCUL Foundation
• Questions and Answers

Membership Services

• Beckie Harrell, Program Analyst, IRS -- Individual Taxpayer Identification Numbers and Volunteer Income Tax Assistance
• Bob Fenner, NCUA General Counsel -- Documentation Requirements
• David Grace, WOCCU --International Remittances
• Sue Helmreich, Outreach Program Manager, Ohio Credit Union Foundation's Latino Financial Literacy Program
• Questions and Answers

Credit Unions Providing Services to the Latino Community

• Nicki Amos, Senior VP, Founders FCU
• Carmen Tapanes, AVP, Eastern Financial Florida CU
• Carla Decker, President, District Govt. Employees FCU
• Maurice Calderon, Senior VP, Arrowhead SCU
• Miguel Avila, CEO, Chicanos Por La Causa FCU
• Questions and Answers

Closing Remarks

• NCUA Board Member Debbie Matz
• Speaker Biographies