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Sea of Cortez Credit Union Educational Cruise Conference
Aboard Holland America's ms Ryndam
March 25 - April 4, 2009

 

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  General Information

For cabin availability or
 to reserve your cabin, conact Jill Donati of Altair Travel and Cruises 800-880-0055.

Join us for an educational conference undisturbed by the everyday distractions of the office as we cruise the Mexican Riviera for 10-nights aboard Holland America's elegant, 5-star-rated Holland America ship ms Ryndam.

Benefit from timely updates on the credit union topics of the day while enjoying spacious staterooms, world-class amenities and exquisite dining.

Register on or before September 15, 2008 and receive up to $50 per person
shipboard credit!

(Those already registered will receive the shipboard credits)

  Itinerary
Wednesday March 25, 2009 San Diego, CA
Thursday March 26, 2009 At Sea
Friday March 27, 2009 At Sea
Saturday March 28, 2009 Puerto Vallarta, Mexico
Sunday March 29, 2009 Mazatlan, Mexico
Monday March 30, 2009 Topolobampo, Mexico
(Copper Canyon)
Tuesday March 31, 2009 Loreto, Mexico
Wednesday April 1, 2009 La Paz, Mexico
Thursday April 2, 2009 Cabo San Lucas
Friday April 3, 2009 At Sea
Saturday April 4, 2009 San Diego, CA
A $1200.00 per person deposit must be sent with your registration form.

For pre- or post- cruise hotel accommodations, call Jill Donati at Altair Travel and Cruises. 1-800-880-0055. You may also email Jill at jilldonati@altairtravel.com.

  Speakers

Ken Burns is President and Treasurer of Technology Credit Union, a $1.3 billion California credit union serving over 80,000 members living and working in the Silicon Valley. Ken started his credit union career in 1979 as an auditor and has held the credit union positions of Chief Financial Officer,  Executive Vice President and President/CEO.

Ken’s educational background consists of a BS degree in accounting, and designation as a Certified Credit Union Executive (CCUE) and Certified Chief Executive (CCE). He has also completed graduate coursework towards a Masters in Organizational Development.

Ken has been active in credit union industry leadership roles as a past Credit Union League chapter president, and board member of WesCorp Federal Credit Union, the nation’s largest corporate credit union. As a board member, Ken served as chairman of the Asset Liability Committee. He also served on the WesCorp Supervisory Committee as Chairman.

Ken has also served on the board of his local municipal water district, local school board, a technology start-up, and numerous committees including the California Department of Financial Institutions task force on Prompt Corrective Action and the California Credit Union League- Applied Research Committee.

Ken resides with his wife Michele in Scotts Valley, CA. He enjoys tennis, scuba diving, table tennis, playing guitar, and an occasional round of golf.


Michele Burns founded Maximizing Life Coaching in 2002; partnering with clients to provoke their thoughts and actions to maximize their personal as well as professional potential. She also leads workshops promoting health, lectured at China universities on Career Choices and Crisis Counseling, taught Consumer Issues at the College of San Mateo, and began her professional career in the financial industry developing employee training and public relations. She has also developed marriage and parenting workshops as well as taught counseling classes on Caring for People to audiences of all ages.

Michele’s educational background includes a Masters in Educational Counseling; certification in Health, Classroom and Parenting Management, and various counseling workshops. She is certified to administer the MBTI Personality Type, and STRONG Interest Inventory assessments.

Michele’s enthusiasm for growth is contagious causing audiences to walk away motivated to make positive change in their personal and professional lives. Michele resides with her husband Ken in Northern California. She enjoys gardening, hiking, scuba diving, tennis, golf, and getting to know people.


After 15 years in financial institution consulting, Denny Graham formed FI Strategies, LLC in 2008.

The goal of FI Strategies, LLC is simply to assist its financial institution clients in improving their results. Each client is unique and the solutions for each client should also be unique. For some, training may be the answer. For others it may be the development and implementation of a strategic sales plan. Regardless, there will be no preconceived solutions presented. Instead, we’ll work with you to develop a plan customized to your company.

Unlike more traditional financial institution sales development firms, FI Strategies, LLC does not have a package of expensive training or selection tools that come bundled with the consulting services. Instead, we’ve partnered with a number of leading financial institution consultants and vendors which allows us to provide the client with “best of breed” solutions, and in many cases, several choices for solutions. A full list of partners appears later.

 
Sample Topics
Topics TBA
  Rates

Category

Participant Rate
(1st Person)

Spouse/Guest Rate
(2nd Person)

L...Inside Stateroom $2295 $995
E...Ocean View Stateroom $2795 $1195
DA...Ocean View Stateroom $2995 $1195
D...Ocean View Stateroom $3095 $1195
BB...Veranda Suite $3795 $1695
BA....Verandah Suite $3895 $1695

Deluxe Verandah Suites available upon requests

«The Early Booking Fares Expire August 15, 2008»
After August 15, 2008 add $50 per person
 

For cabin availability or
 to reserve your cabin, conact Jill Donati of Altair Travel and Cruises 800-880-0055.

 

Home   ■  REQUEST BROCHURE  ■  Contact Us  ■   Register