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Mediterranean
Odyssey
Credit Union
Educational Cruise Conference
Aboard Holland
America's ms Noordam
August 2 - 12, 2010
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Home ■ REQUEST BROCHURE
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Contact Us ■
Register
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Terms and conditions ■ |
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General Information |
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For cabin availability
or
to reserve your cabin, contatct 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 aboard the elegant,
Holland America ship ms Noordam..
Benefit
from timely updates on the credit union topics of the day while enjoying
spacious staterooms and world-class amenities. |
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Itinerary |
| Monday, August 2, 2010 |
Barcelona,
Spain |
| Tuesday, August 3, 2010 |
Ajaccio (Corisca),
France |
| Wednesday, August 4, 2010 |
Monte Carlo,
Monaco |
| Thursday, August 5, 2010 |
Livorno
(Florence), Italy |
| Friday, August 6, 2010 |
At Sea |
| Saturday, August 7, 2010 |
La Goulette
(Tunis), Tunisia |
| Sunday, August 8, 2010 |
Valletta, Malta |
| Monday, August, 9, 2010 |
Scenic
Cruising: Maltese Islands, Mgarr, Gozo |
| Tuesday, August 10, 2010 |
Scenic
Cruising: Straits of Messina, Stromboli Island |
| Wednesday, August 11, 2010 |
Naples
(Pompeii), Italy |
| Thursday, August 12, 2010 |
Civitavecchia
(Rome), Italy |
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For pricing and cabin
availability, call Jill Donati of Altair Travel & Cruises,
800-880-0055
or email Jill at
jilldonati@altairtravel.com. |
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Speakers |
Walt Agius
Walt Agius has over
25 years experience consulting and working for
credit unions. Walt entered the Credit Union
movement in the early eighties after being
recruited by CUNA Mutual as a consultant to
start a National Credit Union financial planning
process for Credit Union members called Plan
America. He then held a senior management
position with the California League and League
Services Corporation until starting Advanced
Solutions in 1989. Advanced Solutions, a credit
union specific marketing and management
consulting company was purchased by Liberty
Enterprises in 1998 which allowed Liberty to
expand their national marketing and consulting
strategies.
Since selling
Advanced Solutions, Walt has maintained his
contact and presence in the Credit Union
marketplace as President/CEO of a CUSO owned by
a billion dollar Credit Union on the east
coast. He was also President/CEO of a Credit
Union in the Los Angeles area. During his
tenure as the Credit Union CEO, he facilitated
the start-up and operation of a Credit Union
Owned Auto Dealership CUSO called Autoseekers.
Autoseekers was developed as a collaborative
CUSO, serving other credit unions in the local
area, providing new and used car buying
services, wholesale disposition of vehicles for
credit unions and indirect lending.
Walt
continues to manage his consulting practice
under the CU Professional Services name working
with Credit Unions across the country. He has
also developed and is introducing a national
indirect lending platform and software company
for credit unions called CU Lending Edge. Walt
continues to be a frequent speaker and presenter
at local and national Credit Union related
conferences and workshops. |
Grace Mayo
Grace joined Telesis
Community CU in 1986 and is currently the President/CEO. The credit union’s
assets are $600 million and services over 41,000
members with 9 branches.
Grace serves as the
Chairperson for Business Partners, LLC which is
a multi-owned member business lending CUSO with
17 equity credit union owners nationwide. BP,
LLC currently serves hundreds of contracted
credit union partners nationwide and manages
assets greater than $1.5 billion. She is
charged with the strategic management of the
combined assets of TCCU and BPLLC, totaling $2.1
billion. Grace also serves as Board Director for
Members Development Corp (MDC), which is
comprised of 66 of the largest Credit Unions
nationwide and whose main purpose is to
collaborate on major projects and acquisitions
for the mutual benefit of this group and
industry at large. She also serves as
Chairperson for CU Vehicles, LLC-Autoland, Inc.
the largest credit union vehicle purchasing
CUSO, serving hundreds of credit unions
nationally.
Prior activities
include: Board Member of Credit Union
National Association (CUNA), Board Director for
CO-OP ATM Network (9 yrs.), former Chair for
National Association of Community CU’s (NACCU),
Chairperson for CUNA's Member Business Task
Force, member of the Calif. League Applied
Research Comm. and WesCorp's Competitive Task
Force Committee. Board Council member of NASCUS,
Chairperson for California Credit Union
Liquidity Task Force and Technology Task Force.
CUNA Mutual Western Policy Rep. for Calif. and
Chairperson of the “Liquidity Task Force” for
WesCorp. Recent 2006 testimony for CUNA on CU
SBA program, along with being involved with the
Renaissance Commission. Served on Vision 2000
Committee for CCUL, Chapter Board Member,
Shapiro Group Board along with CUFIS Committees.
Education: Bachelor
of Science in Business Management from UOP,
Graduate Degree in Financial Management from
UCLA, Certification in Commercial Lending from
the University of Louisiana and attended the
Executive Development Program from Stanford
University School of Business. Grace is a
national speaker on various credit union topics
for state leagues, credit unions and all major
national trade association groups.
Recent Awards and
Recognition: Recipient of “2009 Founders
Award” from CO-OP Network, “Valley’s Top 2007
Banker” Award, 2005 Honored Recipient for
Excellent Community Service Award in the San
Fernando Valley along with “The Best Company
Award” from the Chatsworth Chamber of Commerce
2004. Received the Calif. Credit Union League
2003 “Distinguished Service Award” and award
winner from the San Fernando Business Journal
2003 “CEO of the Year for Woman Who Mean
Business”. |
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Topics |
- Utilizing Collaboration To
Survive and Thrive In The Future
- CUSO's - The Lost
Opportunity(ies) in CU Land
- Maximizing Market
Opportunities
- A Direct Discussion And
Dialogue On Indirect Lending
- Lessons And Observations
Learned During A Harsh Economy
- What To Look For In A
Merger Or Acquisition
- Compare And Strategize
"Brick And Mortar" Versus "Virtual" Branch For Future Growth
- And More!
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Rates |
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Category
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Participant Rate
(1st Person)
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Spouse/Guest Rate
(2nd Person)
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J...Inside Stateroom |
$2995 |
$995 |
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D...Ocean View Stateroom |
$3495 |
$1195 |
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VD....Deluxe Verandah Oceanview |
$4295 |
$1495 |
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VB....Deluxe Verandah Oceanview |
$4695 |
$1495 |
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Suites available
upon requests |
Rates based on double occupancy. Rates do
not include taxes and fees of $377.40 per
person.
(All taxes and fees are subject to
change)
Insurance is mandatory and additional.
For third and fourth person rates, contact
Jill Donati at 800-880-0055 or email Jill
at
jilldonati@altairtravel.com.
Registration can
NOT be confirmed until your deposit has
been received. |
Book on or before
December 15, 2009 and SAVE
$100 off per person
Book between December
16, 2009 and March 15, 2010
and SAVE $50 off per person
Final Payment Due: April 30,
2010
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For cabin availability
or
to reserve your cabin, contatct Jill Donati of Altair
Travel and Cruises at 800-880-0055. |
|
|
|
Home ■ REQUEST BROCHURE
■
Contact Us ■
Register
■
■
Terms and conditions ■ |
|
