Critical Conversations: WebForum 2009 - 2010 Schedule

As a community member, you’ll receive invitations to a monthly series of high energy EBA webinars on critical mortgage issues with industry leaders and innovators. They’ll all be focused on how to empower you to serve your members’ mortgage needs in a radically simple, cost-effective, essential way, and targeted to specific mortgage, credit union or mortgage CUSO personnel.

Check back regularly for updates to the schedule – volatile times call for flexibility in the scheduling, and look for our “Critical Conversations” emails to invite you to our Conversations.

Date EBA WebForum Topic Summary Guests
September
09/15/09
A Breakthrough for Credit Unions in Mortgage Lending -Balance Sheet Solutions Introduces
Elliott Bay Associates
Join us for the inaugural Critical Conversation. BSS will introduce EBA and its founder, Eileen M. O'Grady.
Bring your questions and your reco's.
Jim Toliver, Executive Director, Balance Sheet Solutions
Eileen M. O’Grady, President, EBA

October
10/27/09

Mortgages: Know when to hold ‘em, know when to sell ‘em
Join Jim Toliver and Eileen O’Grady again for a discussion of one of the biggest challenges facing credit unions, as demand for mortgages from their members requires new ways of managing mortgage assets. Hear about a radically simple mortgage trading idea from EBA.
Jim Toliver, Executive Director of Balance Sheet Solutions
Eileen M. O’Grady, Founder and President of Elliott Bay Associates
November Beyond Membership Retention – The Unique Challenge of Membership Mortgage Outreach – Part I Join EBA and our Marketing Allies, here to tell us how they’ll empower credit unions and mortgage CUSOs to serve their members and members-to-be Rick Roque & Kevin Kasper, RateSpring
John Alexander, NYLX
Kevin Gugenheim, ServiceLink
December Beyond Membership Retention – The Unique Challenge of Membership Mortgage Outreach – Part II Join EBA and our Marketing Allies, here to tell us how they’ll empower credit unions and mortgage CUSOs to serve their members and members-to-be. Andy Davidson, of Andrew Davidson & Co
Jim Toliver, BSS
David Remer of remerinc.com