Floyd Forum Attracts C.U., Banking Execs to Texas Hill Country; CUNA Analyst, ABA Banking Journal Editor among Keynote Speakers

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Vicki Joyal, VP-Research Services for the Credit Union National Assn., and William W. Streeter, editor of ABA Banking Journal, are among four keynote speakers at the 2005 Floyd Forum Leadership Conferences -- Credit Union and Banking -- set for May 1-3 and May 4-6, respectively, at the Barton Creek Resort & Spa in Austin, Texas.

Keynote and guest speakers for the 2005 Floyd Forum Leadership Conference include a CUNA research analyst, the editor-in-chief of ABA Banking Journal, a Washington-based financial services attorney and a nationally known trainer who has worked with more than 400 companies to help increase sales and profits.

The long-running forum, set for the Barton Creek Resort & Spa in Austin, has two sessions: credit union executives, May 1-3, and banking executives, May 4-6. The sponsor, John M. Floyd & Associates of Baytown, Texas, is a 33-year-old financial services consulting firm widely known for its creation and implementation of overdraft protection programs. (http://www.JMFA.com)

Vicki Joyal, VP-Research Services for the Credit Union National Assn. (CUNA), will speak to C.U. executives on “The Evolving Credit Union Environment.” Joyal is the primary analyst for, and publisher of CUNA's annual Credit Union Environmental Scan (E-Scan), the leading strategic planning resource for the credit union movement.

Her original research and analysis on credit union service offerings and delivery channels, fees and product features, staff benefits and more have been widely published. She also was the leading researcher for CUNA’s comprehensive Renewal and Renaissance Commission initiatives and was instrumental in providing research and impact assessments to support the passage of H.R. 1151, the “CU Membership Access Act.”

William W. Streeter, editor of ABA Banking Journal and a business journalist for 32 years, will keynote the banking session. Streeter, who has guided the national monthly magazine’s editorial direction since 1984, will speak on “The Art of Competing.” He has observed momentous changes in banking, from the introduction of ATMs to the Penn Square debacle to the rollout of full interstate banking and the passage of the Sarbanes-Oxley Act.

Under his leadership the magazine has become the leading periodical in terms of ad pages and independent readership studies. It has received five editorial awards from the American Society of Business Press Editors. Streeter also is a vice-president of Simmons-Boardman Publishing Corp., which has published the Journal for the American Bankers Association for three decades.

Guest speakers addressing both sessions will be Oliver Ireland, a Partner in Morrison & Forrester, LLP, Financial Services Practice Group, in Washington, DC, on “Protect Yourself…Understanding Regulatory Issues,” and Dick Kendall of Houston on “Profiling Personalities: Training Is Your Best Insurance for Success.”

Ireland’s practice focuses primarily on retail financial services including electronic commerce, compliance with Federal Reserve regulations, including Regulations Z and E, compliance with the Gramm-Leach-Bliley Act privacy provisions, the Fair Credit Reporting Act, E-SIGN, the U.S. Patriot Act and telemarketing rules. His practice also includes all types of payment transactions, including compliance with NACHA rules, bank regulatory issues and other aspects of financial markets such as margin lending.

Kendall, who joined JMFA in 1994, is a regularly featured speaker at state and national conventions. He has published numerous articles and a book on the subject of marketing and sales training. Previously, he was a founding officer and director of marketing for Allied Bancshares, Inc. He formed Kendall Marketing in 1976.

“The conference is squarely aimed at helping financial executives focus on the events shaping their industries,” said John M. Floyd. “The Forum is designed to help our clients and partners discover a whole new world of potential productivity and profitability.” Topics include:

• “How Do You Compare With Your Competition,” Tools to help pinpoint the best areas to maximize operational efficiency and to generate improved performance.

• “Account Growth Strategies,” to learn how to effectively acquire new accountholders while retaining your current customer/member base.

• “Take Your Non-interest Income to the Next Level.” Analyzing your operations model, the key to unlocking your non-interest income potential.

• “Improve Accountholder Satisfaction & Retention.” How value-added services contribute to customer retention and are a powerful tool to boosting performance.

• “Being Successful in the Financial Industry.” Best practices for the future of the industry, presented by John Floyd.

“Although the work-day agendas are packed with useful topics, seminars, presentations and roundtable discussions, there will be ample time for attendees to relax and enjoy their colleagues and this world class luxury resort,” Floyd said.

Barton Creek Resort & Spa, nestled on 4,000 acres in the Texas Hill Country, features Austin’s renowned casual elegance. It is home to four championship golf courses, the acclaimed Chuck Cook Golf Academy, superior dining and state-of-the-art fitness and tennis facilities.

Speakers Photos: http://www.jmfa.com/Forum/2005%20Floyd%20Forum%20Leadership%20Conference.asp

For more information or interviews:

Steve Swanston, EVP-Sales, John M. Floyd & Associates, Baytown, TX, 800-809-2307; Steve.Swanston@JMFA.com; http://www.JMFA.com
Preston F. Kirk, APR, Kirk Public Relations, Austin TX, 830-693-4447; kirk@281.com

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Preston F. Kirk, APR
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