New Year’s Credit Union Educational Cruise Conference

Aboard Holland America’s ms Nieuw Amsterdam
December 28, 2014 – January 4, 2015
Register 
- Brochure

Join us for an educational conference undisturbed by the everyday distractions of the office as we cruise aboard the elegant, ms Nieuw Amsterdam. Benefit from timely updates on the credit union topics of the day while enjoying spacious staterooms and world-class amenities.


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National CU Supervisory Committee And Director’s Conference

San Juan Marriott Resort & Stellaris Casino
San Juan, Puerto Rico
January 21 – 25, 2015
Brochure

Note: We are currently working with the conference hotel to add additional hotel rooms for conference attendees. Please give us a call at 888-465-6010 for the most current update.

Unite with fellow credit union supervisory committee members, CEOs, board of directors, senior management and others from credit unions across the country as we explore the risks and liabilities credit unions face on a daily basis and the safeguards needed to protect your credit union and its members. <more>

Hotel Information:

San Juan Marriott Resort & Stellaris Casino | 1309 Ashford Avenue | San Juan, Puerto Rico | 1-787-722-7000

Note: We are currently working with the conference hotel to add additional hotel rooms for conference attendees. Please give us a call at 888-465-6010 for the most current update.

Travel Information

For airfare and car rental, call Altair Travel Toll Free at 800-264-3316, Mon – Fri from 8:30 a.m. – 5:30 p.m. Central Standard Time. Ask for a corporate agent. There is a nominal fee for their services.

Conference Investment:

Date Investment
On or Before November 19, 2014 $945
November 20 – December 17, 2014
$995
December 18, 2014 and Beyond
$1045
Guest Program $245
Optional PreConference Workshop


$225

National Supervisory Committee and Director’s Conference Guest Program:

For just $225, your registered spouse/guest can enjoy all the pleasures of the San Juan Marriott Resort & Stellaris Casino along with the following events:

  • Wednesday’s Welcome Reception
  • Thursday’s Sit-Down Breakfast
  • Thursday’s Sit-Down Luncheon
  • Friday’s Sit-Down Luncheon
  • Saturday’s Sit-Down Breakfast
  • Saturday’s Walking Tour of Old San Juan

Who Will Attend?

  • Supervisory Committee Chairs
  • Supervisory Committee Members
  • Directors
  • Board Chairs
  • CEOs
  • Senior Management
  • Internal Auditors
  • Committee Members
  • Business Development Managers

Agenda – Subject to Change

Wednesday, 01-21-15

PreConference Workshop – $225
Presented By: Gary Hess, President, RTE Financial Services

Bank Secrecy Act (BSA) and Money Laundering
All participants will receive a BSA certificate of completion

(Separate registration required)

11:30 a.m. – 1:00 p.m. PreConference Registration
1:00 p.m. – 1:15 p.m. Opening Remarks
1:15 p.m. – 2:15 p.m. Bank Secrecy Act
2:15 p.m. – 2:30 p.m. Networking/Refreshment Break
2:30 p.m. – 3:30 p.m. Bank Secrecy Act Continued
3:30 p.m. – 4:30 p.m. Money Laundering
4:30 p.m. – 4:45 p.m. PreConference Wrap-Up

Wednesday, Evening

5:00 p.m. – 6:00 p.m. Conference Registration
6:00 p.m. – 7:00 p.m. (GP) Welcome Reception: Enjoy cocktails, light dining, and networking with conference participants and guests from around the country and “The Ones In Red“.

Thursday, 01-22-15

8:00 a.m. – 9:00 a.m. (GP) Sit-Down Breakfast
9:00 a.m. – 9:15 a.m. Opening Remarks
9:15 a.m. – 10:15 a.m. Fraud: Who’s At Fault?
Michael Petrone, Risk Management Consultant, CUNA Mutual Group
10:15 a.m. – 10:30 a.m. Networking/Refreshment Break
10:30 a.m. – 11:30 a.m. Board Recruitment And Renewal
Deedee Myers, PhD, MSC, PCC, CHIC, Founder/CEO, DDJ Myers
11:35 a.m. – 12:35 p.m. Strategic Planning: Innovative Strategic Thinking And Planning That Takes CUs To The Next Era (Part I)
Rich Weissman, President, DMA
12:35 p.m. – 1:35 p.m. (GP) Group Luncheon
1:35 p.m. – 2:35 p.m. Strategic Planning: Innovative Strategic Thinking And Planning That Takes CUs To The Next Era (Part II)
Rich Weissman, President, DMA
2:40 p.m. – 3:40 p.m. Fraud Prevention
Greg Schwartz, Principal, CPA, CMA, CliftonLarsonAllen
3:40 p.m. – 4:00 p.m. Day In Review

Friday, 01-23-15

10:00 a.m. – 10:15 a.m. Opening Remarks
10:15 a.m. – 11:15 a.m. Governance: Art Or Science?
Deedee Myers, PhD, MSC, PCC, CHIC, Founder/CEO, DDJ Myers
11:15 a.m. – 11:30 a.m. Networking/Refreshment Break
11:30 a.m. – 12:30 p.m. Interest Rate Risks: Should Your Credit Union Be Concerned? (Part I)
Adrian Johnson, Senior VP, MECU of Baltimore
12:30 p.m. – 1:30 p.m. (GP) Group Luncheon
1:30 p.m. – 2:30 p.m. Interest Rate Risks: Should Your Credit Union Be Concerned? (Part II)
Adrian Johnson, Senior VP, MECU of Baltimore
2:35 p.m. – 3:35 p.m. The Science (vs Art) Of Building A Branch Strategy That Produces Quality Results
Deedee Myers, PhD, MSC, PCC, CHIC, Founder/CEO, DDJ Myers

3:35 p.m. – 4:00 p.m. Conference Wrap-Up

Saturday, 01-24-15

8:00 a.m. – 9:00 a.m. (GP) Sit-Down Breakfast
9:00 a.m. – 9:10 a.m. Opening Remarks
9:10 a.m. – 10:10 a.m. Information Fraud: Risks And Protection Strategies For Credit Unions
Randy Romes, Principal/Information Security, CliftonLarsenAllen
10:10 a.m. – 10:25 a.m. Networking/Refreshment Break
10:25 a.m. – 11:25 a.m. Disaster Recovery: Minimizing The Bottom Line Impact
Michael Petrone, Risk Management Consultant, CUNA Mutual Group
11:30 a.m. – 12:30 p.m. Vendor Due Diligence
Gary Hess, President, RTE Financial Services
12:30 p.m. – 12:45 p.m. Conference Wrap-Up
1:45 p.m. – 5:00 p.m. (G/P) Walking Tour
Board a motor coach for a short ride to historic Old San Juan. Alexis Agostini, board member of San Juan’s Caribe FCU, will then take you on a walking tour of historic Old San Juan, the oldest city in the New World. After the completion of the walking tour, enjoy Old San Juan on your own and then return on the motor coach or extend your stay in Old San Juan and take a short taxi or bus ride back to the hotel.

Sunday, 01-25-15

Travel Day – Have A Safe Trip Home!

 GP= Guest Program: Registered Guest Are Welcome To Join You At These Events

Business Development & Marketing Conference

Caesars Palace Resort & Casino
Las Vegas, Nevada
February 15 – 17, 2015
Register 
-  Preview Brochure - Book Your Room At Caesars

For Best Value, Register for BOTH the Business Development/Marketing and Maximizing Your Credit Union’s Earnings Conferences.

Note: To receive the special double-conference rate, you must use the “register for both link.


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Maximizing Your Credit Union’s Earnings Conference – (Formerly Bottom Line)

Caesars Palace Resort & Casino
Las Vegas, Nevada
February 17 – 20, 2015
Register 
Preview Brochure

Best Value: Register for BOTH the Business Development/Marketing & Maximizing Your Credit Union’s Earnings Conferences.

Note: To receive the special double-conference rate, you must use the “register for both” link.


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Panama Credit Union Educational Cruise Conference

Aboard Holland America’s Ms Zuiderdam
February 13 – 23, 2015 – RegisterBrochure

Join us for an educational conference undisturbed by the everyday distractions of the office as we cruise aboard the elegant, Holland America’s Ms Zuiderdam. Benefit from timely updates on the credit union topics of the day while enjoying spacious staterooms and world-class amenities.
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