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2. NACUSO Core Purpose To be the catalyst for instituting collaboration, innovation, and the reinvention of the Credit Union industry

3. NACUSO The National Center for Collaboration & Innovation NACUSO The National Center for Collaboration & Innovation INNOVATION CRITICAL THINKING COLLABORATION/ COOPERATION IMPLEMENTATION/ EXECUTION MEMBER VALUE CREATION UNIVERSITY PAERTNERSHIPS, WORKING W/ INNOVATION GROUPS : NACUSO Advisory Board on Innovation Strategic Positioning Products & Services Market Disruption Changing Business Model PRELUDE TO INNOVATION CRITICAL THINKING SEMINARS: Transformational Thinking Suspending Sacred Cows in Favor of Objectivity Using Lateral Thinking to Create an External Focus What Not To Do As Well Was What To Do NACUSO Advisory Boards (Ops, FS, Lending, BizSvcs) PAC and Regulatory Advocacy: Regulatory Issues Committee: CUSOS Have Different Needs) Education Program for NCUA Examiners OVERCOMING IMPLEMENTATION CHALLENENGES Developing Business Plans Helping People To Understand Strategy Helping People To Emotionally Accept Strategy Creating Optimum Organization Structures MULTI-CU OWNED CUSOs/ MULTI-CU OWNED CUSOs/ PARTNERSHIPS W/ THIRD PARTIES PARTNERSHIPS W/ THIRD PARTIES Exploratory Networking Sessions NACUSO Match: Source of Information on CUSO Solutions, Partnerships and Investment Opportunities Overcoming Barriers To Cooperation Platinum Partner Case Studies & White Papers Best Practices in Cooperative Models Regional Conferences © NACUSO

4. THE NATIONAL CENTER AS AN OPEN SYSTEM … and is intended to be inclusive not exclusive. We want to establish partnerships with organizations, groups, and individuals inside and outside the industry who can help the credit union industry to survive.

5. BENEFITS OF NACUSO MEMBERSHIP Through the National Center for Collaboration and Innovation, NACUSO will facilitate critical thinking, innovation, collaboration, and implementation by… 1.Providing a unifying source of industry leadership for promoting collaboration and innovation to help the industry to survive. 2.Providing education and networking opportunities to help credit unions understand the value of “buying CUSO.” 3.Annual and Regional Conferences. 4.Platinum Partner Case Studies and White Papers on NACUSO Match. 5.Promoting, encouraging, and providing a forum for collaboration and cooperation among credit unions, CUSOs, and third-party partners to develop opportunities for shared financial and operational CUSO services.

6. BENEFITS OF NACUSO MEMBERSHIP 6. Providing a mechanism and communication network for finding out “who’s doing what” in the industry and ways to synergistically work with other CUSOs (NACUSO Match). 7. Facilitating appropriate aggregation in the industry among credit unions and CUSOs; to create scale to lower unit costs and/or increase product value which ultimately drives value back to the member. 8. Tracking and monitoring the implementation of collaborative efforts and provide information on implementation techniques and organization structures which support the cooperative venture. 9. Serving as an industry advocate and advisor for CUSOs with the regulators and political action activities. 10. NACUSO is all about you!

7. SO What? “Ten years ago, we had to transform our organization from a position of weakness. We never want to go through that again. Today we are transforming our organization from a position of strength” __Jon Voskul VP Amway SO What? “Ten years ago, we had to transform our organization from a position of weakness. We never want to go through that again. Today we are transforming our organization from a position of strength” __Jon Voskul VP Amway