TradeWinds Island Grand Resort
St. Petersburg, Florida
December 10 – 13, 2018
Register – Brochure
Now more than ever your credit union’s success depends on collaboration, communication and cooperation! Join fellow credit union and CUSO board of directors, board chairs, CEOs, and supervisory committee members for this informative conference.
Hotel Information
TradeWinds Island Grand Resort | 5500 Gulf Blvd. | St. Pete, Florida | 1-800-808-9833
To Book Your Room At The TradeWinds Island Grand Resort:
- Book your room online.
- Call The TradeWinds Island Grand Resort at 800-808-9833.
- Mention CU Conferences to receive rates starting at *$191.
- If you are unable to book your room online or with the hotel, please contact CU Conferences at 888-465-6010.
* The daily resort fee is waived when you book your room through CU Conferences’ room block. You will still receive all the benefits of the resort fee
including:
- Self-Parking for one car per room
- Use of fitness center & tennis courts
- Daily coffee, 2 bottles of water and local paper
- Wireless Internet access in guestrooms, public areas and meeting rooms
- Beach cabana (1 per room)
- Miniature golf & paddle-boats
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..
Investment:
| Date | Investment |
| On or Before October 4, 2018 | $1045 |
| October 5 – November 8, 2018 | $1095 |
| After November 8, 2018 | $1145 |
| Guest Rate | $219 |
CUSO Conference Spouse/Guest Program:
For just $219, your registered spouse/guest can enjoy all the pleasures of the TradeWinds Island Grand Resort along with the following events:
- Monday’s Welcome Reception
- Tuesday’s Sit-Down Breakfast
- Tuesday’s Sit-Down Luncheon
- Wednesday’s Sit-Down Breakfast
Who Will Attend – Credit Union and CUSO…
- Directors
- Board Chairs
- CEOs
- Supervisory Committee Members
- Senior Management
- Committee Members
- Marketing Managers
- Business Development Managers
Agenda – Subject to Change – (GP) = Guest Program
| 11:30 a.m. – 1:00 p.m. |
Conference Registration |
| 1:00 p.m. – 1:15 p.m. | Opening Remarks |
| 1:15 p.m. – 2:15 p.m. | Collaborative Analytics for the Credit Union Industry – Fertile Ground for CUSOs Paul Ablack, Founder/CEO, OnApproach, LLC |
| 2:15 p.m. – 2:30 p.m. | Networking/Refreshment Break |
| 2:30 p.m. – 3:30 p.m. | Care and Feeding of Your Collaborative CUSO Walt Agius, CEO, Lendsys, LLC |
| 3:30 p.m. – 4:00 p.m. | Day in Review |
| 5:00 p.m. – 6:00 p.m. (GP) | Welcome Reception |
| 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. | Digital Disruption and the Role of the CUSO Louis Hernandez, Founder, Edge Consultancy, LLC |
| 10:15 a.m. – 10:30 a.m. | Networking/Refreshment Break |
| 10:30 a.m. – 11:30 a.m. | A Peak Inside a Robust Insurance CUSO Nick Evens, CUSO President, The Veridian Group |
| 11:35 a.m. – 12:35 p.m. | Getting Serious About Supervision: Current Business Lending Risks & Rewards – Part I Bill Beardsley, President/CEO, Business Connection, LC |
| 12:35 p.m. – 1:35 p.m. (GP) | Group Luncheon |
| 1:35 p.m. – 2:35 p.m. | Getting Serious About Supervision: Current Business Lending Risks & Rewards – Part II Bill Beardsley, President/CEO, Business Connection, LC |
| 2:40 p.m. – 3:40 p .m. | Panel Discussion: Ask questions. Share ideas. Leave with valuable information. |
| 3:40 p.m. – 4:00 p.m. | Daily Wrap-Up |
| 8:00 a.m. – 9:00 a.m. (GP) | Sit-Down Breakfast |
| 9:00 a.m. – 9:05 a.m. | Opening Remarks |
| 9:05 a.m. – 10:05 a.m. | CUSOs – The Good, The Bad and The Great! Nick Evens, CUSO President, The Veridian Group |
| 10:05 a.m. – 10:20 a.m. | Networking/Refreshment Break |
| 10:20 a.m. – 11:20 a.m. | M&A in the CUSO World: A Proactive, Strategic Approach to Growth John Dearing, Partner/Managing Director, Capstone |
| 11:25 a.m. – 12:25 p.m. | Loans, Loans, Loans = Income, Income, Income! Walt Agius, CEO, Lendsys, LLC |
| 12:25 p.m. – 12:45 p.m. |
Daily Wrap-Up |
| Travel Day – Have a Save Trip Home! |