Hawaiian Islands CU Educational Cruise Conference
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Aboard Norwegian Cruise Lines’ Pride of America
October 13 – 20, 2018
Register – Brochure

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

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

Itinerary – No Passport required – Must Carry A Valid Government ID With Photo

 

Saturday, October 13, 2018 Honolulu, Oahu
Sunday, October 14 and Monday, October 15, 2018 Kahului, Maui
Tuesday, October 16, 2018 Hilo, Big Island
Wednesday, October 17, 2018 Kona, Big Island
Thursday, October 18, and Friday, October 19, 2018 Nawiliwili, Kauai
Saturday, October 20, 2018 Honolulu, Oahu


VIEW TERMS AND CONDITIONS

Speakers: 

Denny Graham is the Founder, President and CEO of FI Strategies, LLC. Though he has an amazing background in financial services, both as a practitioner and consultant; his real strength is the ability to facilitate, listen and propose practical solutions. He applies a unique combination of experience, interpersonal skills and sense of humor to craft a solution for each client. His background includes many years of actual experience in senior positions with both financial institutions and consulting companies. In addition to consulting with over 200 financial institutions, he’s made literally hundreds of presentations at credit union conferences.

 

Stephen Y. H. Kwock, CPA, is the principal of Kwock & Company CPAs.  His passion for the credit union industry stems from his experience in providing consulting and audit services to credit unions and banks since 1978.  The firm of Kwock & Company CPAs concentrates their practice in the credit union industry.

Mr. Kwock is currently a member of the American Institute of Certified Public Accountants, Hawaii Society of CPAs and Association of Certified Fraud Examiners.  He is a past member of the AICPA Credit Unions Committee (1998-1999).  He was the director of the credit union practice in the Western United States for KPMG from 1996 through 2000.  He has conducted workshops and seminars on the national, regional and local levels for NCUA regulators, financial service associations and his credit union clients.  He is the past chairman and director of the Hawaii State Board of Accountancy (1997- 2005).

Currently, his firm conducts independent audits for 30 credit unions in Hawaii and Guam and provides internal audit co-sourcing and regulatory compliance engagements to several depository and lending institutions in Hawaii.  His firm’s consulting engagements also include mergers and acquisitions, Sarbanes Oxley (SOX) compliance, BSA/OFAC compliance, Allowance for Loan Losses validation, Enterprise Risk Management assessments, ACH Audits, Risk Base Pricing Validations, fraud audits and NCUA supervisory committee audits.

He contributes his time as a director of Damien Memorial School, Koola’u Catering and Golf Course LLC.  He is married with three children and enjoys surfing, paddling canoes and playing the guitar.

Topics: 

  • Economic, Regulatory Legislative And Competitive Issues Facing Credit Unions
  • Is A Merger Or Acquisition Right For Your Credit Union?
  • The Member Experience
  • Why Are Internal Controls Your Responsibilities?
  • Risk And Reward
  • Be Vigilant And Skeptical In Guiding Your Credit Union
  • And More!

Book on or before January 31, 2018 and SAVE $100 per person
Book February 1, 2017 – March 31, 2018 and Save $50 per person

CONFERENCE RATE: The conference rate includes the cruise and conference fees. These rates are not combinable with any other promotional offer, certificate, voucher or past passenger specials offered by the cruise line. Cruise conference MUST be booked through Altair Travel & Cruises as they are negotiated contracted rates.

Category Participant Rate (1st Person) Spouse/Guest Rate
(2nd Person)
IA……Inside Stateroom $3495 $1395
OC….Oceanview Stateroom $3995 $1495
BE…..Balcony $4495 $1695
B7…..Large Balcony $4595 $1695

Rates based on double occupancy. Rates do not include taxes and fees of $228.77 per person. For single, 3rd, and 4th person rates, and availability of Suites, contact Jill Donati at
800-880-0055. (All taxes and fees are subject to change) Insurance is mandatory and additional.

Registration can NOT be confirmed until your deposit has been received.

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

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