Partnering and Leadership Successes
	Member Business Lending A PALS Workshop for Credit Unions March 25, 2004

This free workshop is co-hosted by NCUA with the California, Nevada, Oregon and Washington credit union leagues, the Credit Union Association of the West, the Credit Union National Association, and the National Federation of Community Development Credit Unions.

Welcoming Remarks

• NCUA Board Members Debbie Matz and JoAnn Johnson

Succeeding with Member Business Loans—Credit Union Experiences

Facilitator: Dave Chatfield, President, California Credit Union League

• Gordon Dames, CEO, Mountain America Federal Credit Union, Salt Lake City, UT
• Ralph Goodwin, CEO, Old West Federal Credit Union, John Day, OR
• Ginger McNally, CEO, Santa Cruz Community Credit Union, Santa Cruz, CA
• Marc Schaefer, CEO, Truliant Federal Credit Union, winston-Salem, NC
• Steve von Rajcs, President, Member Business Services, Arrowhead CU, San Bernardino, CA

Managing Member Business Lending Regulatory Requirements

Facilitator: Melinda Love, Regional Director, NCUA Region 5, Tempe, AZ

• Bob Fenner, General Counsel, NCUA
• Dave Marquis, Director, NCUA Office of Examination & Insurance

Luncheon

• David Javdan, General Counsel, Small Business Administration

Managing Member Business Lending Risk

Facilitator: John Annaloro, President, Washington Credit Union League

• Roger Little, Chairman, National Association of State Credit Union Supervisors
• Bill Hampel, Chief Economist, Credit Union National Association
• Grace Mayo, CEO, Telesis Community Credit Union, Chatsworth, CA

Resources, Support and Partnering Opportunities

Facilitator: Gene Poitras, President, Credit Union Association of Oregon

• Jim Hammersley, Director of Portfolio Management, Small Business Administration
• Joanna Bruno, CEO, J.R. Bruno & Associates, Glendora, CA
• Mike Hearne, CEO, Lafayette Federal Credit Union, Kensington, MD
• Mike Hales, EVP, Counter Intelligence Associates, San Juan Capistrano, CA

Concluding Remarks

• NCUA Board Members Debbie Matz and JoAnn Johnson
• Biography for NCUA Board Member Matz
• Biography for NCUA Board Member Johnson
• Speaker Biographies