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PHOENIX, Ariz. – More than 70 representatives from CUSOs and credit unions from throughout the country met in Phoenix Sept. 15-17 for NACUSO’s 2004 Fall Leadership Conference. Over the three days, attendees heard from experts who addressed a variety of timely issues. For example, Neville Billimoria, SVP of Membership-Marketing, Quality Sales and Service, and eBusiness for Mission FCU talked to attendees about “Cracking the Comfort Zone.” He challenged attendees to change their paradigm about leadership and their role as a leader and “change agent,” to redefine a business model for financial services, and to recreate their value proposition. Daniel Moynihan, a principal of Compensation Resources Inc. spoke on “Executive Compensation Issues.” His expertise includes executive compensation, equity planning, sales compensation, and performance-based pay programs. Attendees also heard from Tom Glatt Sr., president of Counter Intelligence Associates who starts work Nov. 15 at Portland Teachers CU as executive vice president/chief operating officer. Speaking on “Benchmarks and Profitability Models,” Glatt began his remarks by advising the group it’s not what their credit union has done in the past that’s important, but what they’re willing to do in the future. He continued by advising them that with incidental powers, CUs have the ability to offer the products and services that were once split between CUSOs and CUs, and that these functions needed to be integrated. He reinforced the fact that the future for financial services is about relationship management, not debating which group owns which products and services within the organization. In other NACUSO-related news, President Bob Dorsa has been invited to speak at the National Association of Realtor’s convention to be held in Orlando, Fla. in November. Dorsa, who is also president of the American Credit Union Mortgage Association (ACUMA), is the only credit union person on NAR’s agenda for the event. – [email protected]

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