CUMA Spring Conference & AGM - "Developing Business Models" - 6th & 7th March 2018, Hodson Bay, Athlone
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CUMA Spring Conference & AGM
“Developing Business Models”
6th & 7th March 2018,
Hodson Bay, Athlone
AGENDA
Tuesday, 6th March 2018
9.00 Registration / Tea & Coffee / Meet the Exhibitors
This is an opportunity for delegates to network. Please introduce yourself to others you do not already
know and also please pay a visit to the Exhibition Stands
9.30 CUMA AGM
10.00 Tea & Coffee CPD hours to be confirmed post event.
Please visit the Exhibition Stands CUMA will circulate attendance logs during
the various sessions
10.25 Opening Address
Tim Molan, Chairperson, CUMA
10.30 Implications of Economic and Financial Climate for the Credit Union Sector
Jim Power, Economist
Jim Power is owner manager of Jim Power Economics Limited, an economic and
financial consultancy. He is Chief Economist to Friends First Group. He is a
graduate of UCD and lectures part-time on the MSc Management at Smurfit
School of Business, UCD. In 2009 he published his first book, ‘Picking up the
Pieces’, and in 2017 he was co-author of “Marketing Multiplied – The
Macroeconomic and Microeconomic Impact of Marketing Communications’.
11.15 Developing your Credit Union’s Business Model – Decision Time
Chaired by Sarah McInerney, Broadcaster & Journalist
Sarah McInerney is a broadcaster and journalist with extensive experience in
print, radio and television. She currently presents The Late Debate on RTE
Radio One, The Sunday Show on TV3, and is a regular columnist for The Sunday
Times. Previously, Sarah was presenter of Newstalk Drive, which won IMRO
Current Affairs Show of the Year in 2017. Sarah was also awarded IMRO News
Broadcaster of the Year 2017. Before moving to broadcast, Sarah was Political
Correspondent with The Sunday Times for eight years, having previously worked
as news reporter in The Sunday Tribune.
Panel Members:
Brian Hayes Brian Corr Frank Brosnan
Partner Head of Credit Union Policy Deputy Registrar
Moore Stephens Dept of Finance RCU
Norman McDonnell Des Morrissey Claire Lawton
CEO CEO CEO
Kilsaran CU Tallaght West CU St. Canices CU
AGENDA
Tuesday, 6th March 2018
12.45 Lunch & Networking
Lunch will be served in the Octagon Restaurant. This is an opportunity for delegates to network please
pay a visit to the Exhibition Stands
14.00 New to CU and Open Forum
“Investing in your Best Asset – Your Employees” “Home Loans CUSO Project Update”
Fiona Cunningham Paul Davey
CEO, Member First CU CEO, Clonmel CU
15.00 Maximising Performance in a Distracted World
Chris Flack, Founder & CEO, UnPlug
Chris is the Founder & CEO of UnPlug and has overall responsibility for all aspects
of the organisation. A number of career breaks in his corporate life allowed him to
spend four years travelling and working in not-for-profit organisation’s across four
continents. As a former tech worker, he has experienced first-hand many of the
negative impacts of information overload, and witnessed how distraction and an
‘always on’ culture has changed the lives of many people.
15.30 Tea & Coffee
Please visit the Exhibition Stands
16.00 I.T. in Credit Unions – Central Bank Expectations
Ian Cahill, Director, IT Business Consulting, Grant Thornton
Ian joined Grant Thornton in 2015, bringing with him more than 22 years’
experience working in the IT Industry. Ian has significant expertise in Outsourcing,
Service Integration & Management, IT Multi-Vendor Management, IT Operations
& Managed Services, Project & Programme Management, Contract Negotiation,
Strategic Supplier Relationships, Strategy Development and Risk Management in
regulated environments.
17.00 Close of Day
19.15 Pre Drinks Reception & Exhibitor Draws
This will take place in the Octagon Restaurant
CPD hours to be confirmed post event.
19.45 Gala Dinner CUMA will circulate attendance logs during
This will take place in the Clonmacnoise Suite the various sessions
AGENDA
Wednesday, 7th March 2018
9.30 Address by Registrar of Credit Unions
Patrick Casey, Registrar of Credit Unions, Central Bank of Ireland
Patrick Casey was appointed Registrar of Credit Unions on 23 October 2017.
Patrick was previously Head of Resolution. He has represented the Central
Bank at the Single Resolution Board Plenary Session and the European
Banking Authority’s Resolution Committee since inception. Prior to joining the
Central Bank, Patrick held of number of roles in investment banking in London.
10.15 Financial Services Pensions and Ombudsman Update
Ger Deering, Financial Services & Pensions Ombudsman
Ger Deering was appointed Financial Services Ombudsman in 2015 and
Pensions Ombudsman in 2016. Both offices were merged on the 1st of
January 2018 when Ger became the Financial Services and Pensions
Ombudsman. Ger has led a significant change programme since his
appointment that has resulted in many more complaints against financial
service providers being resolved through mediation.
11.00 Tea & Coffee
Please visit the Exhibition Stands
11.30 1. Zero Tolerance for low Ethical Standards
2. AML – Meeting Your Annual Training Requirement and Current Status of Sector
These sessions will contribute to your annual CPD and training requirement. CPD codes will
be announced at this session. CUMA will circulate attendance logs during this session.
Jackie Murphy, Compliance Officer, AML & Financial Crime Practitioner, Data Protection Practitioner,
Associate Lecturer
Jackie Murphy is a self-employed consultant living in Kerry and who works
nationally. Jackie has recently completed an MSc Compliance at UCD in
conjunction with the Institute of Bankers and the Association of Compliance
Officers of Ireland. Jackie has worked in the UK, Belfast, Ireland in the
following financial services sectors - banking, insurance, credit unions and the
private corporate sector for over 20 years. Her main areas of interest include
AML, Corporate Governance and business requirement to meet its fiduciary
duties and it’s duty of care to all stakeholders.
13.00 Wrap Up and Close of Conference
Lunch will be served in the Octagon Restaurant
EXHIBITOR FLOOR PLAN
LED UP &
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REGISTRATION CUMA
Registration
T&C
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ENTRANCE
MAIN CONFERENCE ROOM
35
25
4 32
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28 DELEGATE ROUTE/ WALKWAY
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3 TEA/ COFFEE STATION
T&C
CUMA REGISTRATION/
INFORMATION POINT
EXHIBITOR DIRECTORY
Laura Fannin Cian Clinch Helena Broderick Pat Collier
Partner, Commercial & Solicitor, Commercial & Managing Consultant Managing Consultant
Business Business
1. 2.
T: 01 866 6426 T: 01 866 6426
E: lfannin@hayes-solicitors.ie E: cclinch@hayes-solicitors.ie E: HBroderick@collierbroderick.ie E: PCollier@collierbroderick.ie
Denise O’Connell Marina Fitzgerald Patricia Mc Morrow Redmond McDonnell
Partner Associate Director Business Development Executive Head of Partnerships & Business Dev
3.
T: 061 607 919
T: 087 282 7484
E: denise.oconnell@ie.gt.com E: marina.fitzgerald@ie.gt.com 4. T: 087 206 2220
E: patricia.mcmorrow@axa.ie
T: 087 227 2354
E: redmond.mcdonnell@axa.ie
Colm Begley Des Ennis
Tom Owens Keith Tilly CEO CTO
Account Manager Account Manager T: 087 836 1680 T: 087 648 1502
T: 1890 800 010 T: 1890 800 010
5. 6.
E: colm.begley@ E: des.ennis@
E: tom.owens@progress.ie E: keith.tilly@progress.ie graphicalfinancialanalysis.com graphicalfinancialanalysis.com
Natasha Murphy Brid Cantillon Sean Dowling John Gleeson
CU Department Manager Business Development Manager Sales Manager Sales Director
T: 083 418 5843 T: 086 819 9837
7.
T: 087 768 6385
E: nmurphy@mlpowell.ie
T: 087 641 3062
E: cantillonb7@eircom.net 8. E: seand@radius-telecom.ie E: johng@radius.ie
John Hamilton Declan Wyer Emma Kenny Laura Mullen
Client Relationship Manager Life Insurance Manager Communications Executive Finance, Membership & CPD Administrator
T: 086 780 3049 T: 01 456 3890
9. E: john@cusafe.ie
T: 086 262 6811
E: dec@cusafe.ie 10. T: 01 456 3890
E: queries@lia.ie E: queries@lia.ie
Ciarán Heneghan Suzanne Ryan Brendan Cotter Melanie Kinch
Assistant Compliance Advisor - CU Head of CU Learning & Head of CU Business CU Advisory Services Manager
Compliance Centre Development
11. 12.
T: 01 614 6711 T: 01 614 6932 T: 086 857 9715 T: 01 641 0459
E: cheneghan@creditunion.ie E: sryan@creditunion.ie E: brendan.j.cotter@goodbody.ie E: melanie.b.kinch@goodbody.ie
John Murphy Dan Kenny
Owen Grennan Michael Phelan
Business Development Executive Director Director
Sales Support Executive
13. T: 01 210 1711
E: owen.grennan@bsigroup.com
T: 01 210 1711
E: michael.phelan@bsigroup.com 14. T: 01 293 0090
E: john.murphy@infinityIT.ie
T: 01 293 0090
E: dan.kenny@infinityIT.ie
Colm O’Grady Michelle O’Donoghue Tony Mulreid Jim Mulready
Credit Union Partner Senior Manager Technical Director Sales Director
T: 087 911 2109 T: 087 259 3698
15. T: 087 820 9158
E: cogrady@rbk.ie
T: 087 833 7706
E: modonoghue@rbk.ie 16. E: tony.mulreid@corecom.ie E: jim.mulready@corecom.ie
Dr. Joe Weakliam Gary Byrne
Director Managed Services Director
T: 087 615 7427 T: 087 743 3444
E: joe.weakliam@bankhawk.com E: gary.byrne@nostra.ie
17. 18.
David Brady Michael Webb Dan Croke Nicola Connaughton
Commercial Director Client Relationship Manager Director of Partner Strategy Partner Bus Dev Manager
T: 086 384 5583 T: 085 199 6054
19. 20.
T: 087 792 6549 T: 087 149 2507
E: dbrady@cabotfinancial.ie E: mwebb@cabotfinancial.ie E: dan.croke@strencom.net E: nicola.connaughton@strencom.net
EXHIBITOR DIRECTORY
Chris Hanlon Ray O’Brien Ralph Swoboda Declan Mooney
Product Manager Product Manager Managing Director Director of Business Development
T: 087 214 8889 T: 087 248 2664 T: 086 108 8414 T: 086 241 3299
21. E: chanlon@calqrisk.com E: robrien@calqrisk.com 22. E: ralphswoboda@cufa.ie E: declanmooney@cufa.ie
Graham Howell Brendan Redmond Neil O’Sullivan Tracy Fitzgerald
Sales Director Joint Managing Director Marketing Specialist Project/ Account Manager
T: 01 297 5700 T: 01 297 5700
23. E: graham@nssl.ie E: bren@nssl.ie 24. T: 086 310 8671
E: neil.osullivan@viclarity.com
T: 087 644 9096
E: tracy.fitzgerald@viclarity.com
Pat Webb Nigel Poynton Hugh Walsh John McGucken
Investment Manager Investment Manager Business Development Manager General Manager
25. 26.
T: 01 421 0143 T: 01 421 0308 T: 01 430 5102 T: 048 90 68 2888
E: pat.webb@investec.ie E: nigel.poynton@investec.ie E: hugh.walsh@fernsoftware.com E: john.mcgucken@fernsoftware.com
digital media
Paul Watson Shane O’Keeffe Mike Kirwan David Ridgard
Implementation & Service Manager CTO Managing Director Business Development Manager
T: 01 484 7210 T: 01 484 7210
27. 28.
T: 086 728 2777 T: 087 986 4860
E: paul.watson@wizuda.com E: shane.okeeffe@wizuda.com E: mike@ipcdigitalmedia.com E: david.ridgard@ipcdigitalmedia.com
Michael Grey Gary Melvin Donal Coghlan Joseph Looby
Business Manager Consultant Head of Credit Union Services Credit Union Executive
T: 01 633 3802 T: 01 633 3669
29.
T: 091 766 974 T: 01 9022 306
E: mgrey@brandon.ie E: gmelvin@brandon.ie 30. E: dcoghlan@cantor.com E: jlooby@cantor.com
Gary Flynn Mark Crowley Morgan Walsh Kevin Walsh
Corporate Treasury Corporate Treasury Senior Investment Manager Senior Investment Strategist
32.
T: 087 241 1491 T: 087 464 6083
31. T: 01 432 1444
E: gary.flynn@kbc.ie
T: 01 432 1444
E: mark.crowley@kbc.ie E: morgan.walsh@davy.ie E: kevin.walsh@davy.ie
Paul Weston, ECCU John Chapman, CUSOP Bernard Carr Anthony Burke
GM CU Services Customer Service Credit Control Manager Senior Relationship Manager
T: 087 667 8165 T: 087 142 5899 T: 091 700 005
33. 34.
T: 091 700 016
E: pweston@eccu.ie E: jchapman@cusop.ie E: bernardcarr@everydayfinance.ie E: anthonyburke.everydayfinance.ie
John McNamara Daire Conlon Vincent Hely Peter Hunt
Director of Sales Cust Support & Service Executive Business Development Manager Marketing Manager
T: 01 553 3500 T: 01 553 3500
35. 36.
T: 086 776 5655 T: 086 030 6568
E: john.mcnamara@cunamutual.ie E: daire.conlon@cunamutual.ie E: vhely@actionpoint.ie E: phunt@actionpoint.ie
Fergal Brehony Mark Ryder Geoff Higgins John Bell
Managing Director Operations Director Managing Director Consultant
37. 38.
T: 087 858 6206 T: 087 250 0034 T: 07970 958120 T: 028 9448 7753
E: fergal.brehony@1872perform.com E: mark.ryder@1872perform.com E: geoff.higgins@teamsolutionz.com E: john.bell@teamsolutionz.com@cumanagers
@CUMA Credit Union Managers Association
@CUMA Credit Union Managers Association
CUMA CU Managers Association Ltd
P.O Box 001, An Post,
Cashel, Co. Tipperary
Tel: +353 62 26 244
Email: lisa.stapleton@cuma.ie
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