At the Historic Hotel Monteleone 

Only one of three French Quarter hotels to be rated Four Diamonds by AAA from 2004 including 2012 and known as New Orleans' Grand Dame.Hotel MonteleoneMont Lobby


Special negotiated rates for Card Analysis Solutions of only $169 per night. Reduced hotel rates are valid through December 29, 2011 and are valid for 3 days prior and after the school! 

Reservations may be made by calling 504-523-3341 or 800-217-2033. Identify yourself as a guest of "Card Analysis Solutions" to receive the discounted rate. 


Airport Code for New Orleans: MSY

Class will conclude at 3:00pm on Wednesday, January 25.. Allow at least 45 minutes to get from hotel to airport.

Ground Transportation:

Airport Shuttle will meet you at the Louis Armstrong Airport (MSY) and bring you to the hotel. Fares are $20 one way or $38 round trip. To make shuttle reservations, click here.

The hotel is centrally located in The French Quarter and within walking distance to shops, dining and casinos

Should you decide to rent a car, please be aware hotel parking rangest from $30-$32 per day.


Breaks sponsored in part by:


Comments From Previous Attendees:

"This Class is an Eye Opener"

"We always want to ensure we get bang for our buck, and we did!"

"Very, very worthwhile conference"

"Received 110% Value! Called our CEO after the first day full of excitement"

"I've been in the industry for 20 years and never been offered this type of 360 degree view of the credit card portfolio!"

"A great value at a great price. The information can't be found from anyone else in the Credit Union movement"

Who Should Attend?

Those with passion, enthusiasm and desire to have the best program possible for your credit union and your members!

Past attendees include CEO's, VPs of Lending, Operations, Marketing. Other staff attendees have included collections, marketing and of course, Card Services staff!

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School of Credit Card Program Management

New Orleans, January 23-25, 2012

presented by Ondine Irving, owner of Card Analysis Solutions and

NOLA SIGNfrench quarter

Ondine will share with you the best practices of Credit Card Program Management- as she has been teaching credit unions since 2003.

Other industry experts to present include:

  • Ed Swanson, VP of Lending, Lending Solutions Consulting
  • Bryan Clagett, Chief Marketing Officer at Geezeo
  • Michael Bartoo, Marquis Marketing
  • James Robert Lay, PTP New Media/CU Swag
  • Julie Ferguson, JRF Consulting Services
  • Brian Scott, The Members Group
  • Jennifer Addabbo, PSCU

Best Practices: Credit Card Program Management

  • What you should/should not be doing with your card program in current economic environment.
  • What the "Best Run" Credit Card Programs Have In Common
  • What tricks are the competion up to these days?
  • How to Sustain Manageable and Consistent Growth in 2011
  • What is the Best Program Structure for YOUR Members?
  • Reward Programs: Success and Failures
  • How will mobile payment technology change the world of plastics?
  • Can you afford a custom photo plastic strategy?
  • Ideal Organizational Structure for your credit union as pertaining to payments

Expense Management:

  • The anantomy of a credit card processor invoice and why you're likely paying too much
  • Learn secrets to reduce card processing expenses
  • Common oversights that cost time and money
  • Gain a thorough understanding of processing expenses and your processor invoice
  • Bring Your Processor Reports and Invoices and we will review in class- TMG, PSCU, FDR, FIS (this session is focused on Full Service platforms only and is not relevant to Pass Through or In House processing)

Marketing and REAL Measurement

  • Why your processor anaylses do not tell the entire story
  • Creating your own analysis to to determine your portfolios specific needs (and not what your processor wants to sell you)
  • Learn the best use and understanding of processor management reports
  • Best practices in credit card website pages
  • What are the true most effective credit card marketing progams? The ones that don't cost an arm and a leg!

About The Presenters

One of my goals is to educate and introduce Credit Union staff to new ways of doing things and providing resources that may not always be available through your Credit Card Processor. Trust me, these are NOT sales pitches- each of these indivduals has been carefully selected for their passion, knowledge and expertise.

Ondine Irving has been part of the credit union community since her first job as a teller at Baxter Credit Union in 1985 and was hired by Lending Solutions founder, Rex Johnson.. Her credit union background includes all areas of credit union operations, statistical analysis, branch operations, accounting, card services (Credit/Debit/ATM operations) and marketing.

Ondine expanded her passion for credit unions and credit cards and worked as a Business Consultant for one of the industry's credit card processors, Certegy Card Services (now FIS). Her focus was working with credit unions nationwide in portfolio development and marketing. Ondine spent a short time working directly for Suze Orman in 2010, but ultimately decided that the credit union industry was where her passion remained.

Card Analysis Solutions was created in 2003 to assist credit unions understand the perceived complexities of card program management. It was a time when many credit unions were selling their portfolio to banks. She provides credit unions with objective and independent information of the financial, operational and marketing aspects of the credit card portfolio performance.

In 2009, Ondine exteneded her advocacy for credit union credit cards to the consumer market. She launched a new consumer website, CreditCardConnection.ORG to help connect consumers to the fair and ethical credit card programs offered by Credit Union's nationwide. This website has captured the attention of internationally personal finance expert, Suze Orman. Ms. Orman has promoted CreidtCardConnection.ORG on numerous national media outlets, including The Suze Orman Show (CNBC), Larry King Live, MSNBC Morning Joe, CNN, O Magazine, MoveYourMoney and The View. The site is also mentioned in Ms. Orman's NY Times best selling books, Action Plan released in March 2010 and The Money Class released in March 2011.


Ed Swanson, Vice President at Lending Solutions Consulting, will host a special session on Credit Card Lending on Monday morning. Ed Swanson is a 28-year veteran of the financial services industry and a 25-year veteran of the credit union industry.  Ed helps credit unions to strengthen themselves in areas of consumer lending, loan underwriting, risk based lending, mortgage lending, indirect lending, collections, sales development, member service and incentive programs.  He earned a Bachelor’s Degree in Business from Indiana University.  In addition, he holds an MBA from Northwestern University’s Kellogg Graduate School of Management.  Prior to working at Lending Solutions Consulting, Inc. Swanson was Vice President of National Accounts with Patelco Credit Union for 11 years and Vice President of Lending and Collections at Baxter Credit Union for 10 years.  Ed has also spoken at over 40 Credit Union Leagues throughout the country on a variety of lending related topics.

We will also have respresentatives from PSCU and The Members Group to share their industry knowledge,

Brian Clagett from Geezeo, Mike Bartoo from Marquis Marketing and James Robert Lay from PTP New Media and CU Swag will participate in a marketing panel discussion. This panel will share how we can adapt to the rapidly evolving alternative banking methods- and how credit cards fit into the mix.

Julie Ferguson from JRF Consulting Services will share her expertise on motivating staff to sell credit cards to members.Julie R Ferguson is the owner of JRF Consulting Services, LLC and has been in the credit union movement for over 18 years. Sixteen years of her career were spent at First Tech Credit Union, currently a $2 billion organization. Her career began as a part-time Teller and took her on a journey that made stops as a Loan Officer, Branch Manager, Director of Operations, and Business Development Director. While at First Tech she developed strong relationships with SEG’s such as Microsoft, and Google. When First Tech became Microsoft’s credit union she and her staff grew the relationship from 0 – 15,000 members in 7 years.

Julie now helps credit unions around the country create and execute focused and results oriented business development strategies, trains front line staff on enhancing existing member relationships, and facilitates Board Strategic Planning Sessions. She is a frequent speaker around the country at CUNA and League conferences, CUES meetings, and teaches at two CUNA Management Schools.

Register Now! Tuition:

Early Bird- Extended through December 22nd - $995

Regular Rate Applies After December 22. 2011- $1,195

Tuition Includes:

  • Three days of independent, objective card portfolio management training
  • Continental Breakfast each morning, Lunch each afternoon and mid-morning and afternoon refreshments.
  • Current updated "School of Credit Card Program Management" manual written by Ondine Irving.
  • Credit Card Portfolio key  measurement spreadsheet unique to their processing environment (tells the real story of portfolio)
  • Invaluable interaction and conversations with peers and processors.