Spring Training Conference – St. Petersburg, Florida

TradeWinds Island Grand Resort – More Sessions Added!
St. Petersburg, Florida
March 7 – 10, 2019
Register  – Brochure

Join us in St. Petersburg, Florida for informative sessions, timely topics and plenty of networking time to share with your peers. Plus…free admission to a spring training major league baseball game.

Hotel Information

TradeWinds Island Grand Resort | 5500 Gulf Boulevard | St. Petersburg, Florida | 1-800-808-9833

To Book Your Room At The TradeWinds Island Grand Resort:

  • Call the TradeWinds Island Grand Resort at 1-800-808-9833 and mention CU Conferences to receive special
    rates beginning at $237.
  • The resort fee is WAIVED when you book your room through CU Conferences’ room block
  • Rooms are based on availability.
  • If you are unable to book your room at the TradeWinds, call CU Conferences at
    888-465-6010 for assistance.
Date Investment for
Spring Training Conference
On or Before January 3, 2019
January 4 through February 7, 2019 $1145
February 8, 2019 and Beyond $1195
Guest Program $219
Additional Baseball Tickets ($50) (Includes transportation. Additional tickets must be purchased PRIOR to the conference. As a reminder, each PAID participant and Guest registration receive a complimentary baseball ticket)

Guest Program

For just $219, your registered guest can enjoy all the pleasures of the TradeWinds Island Grand Resort along with the following events:

  • Thursday’s Welcome Reception
  • Friday’s Sit-Down Breakfast
  • Friday’s Sit-Down Luncheon
  • Saturday’s Sit-Down Breakfast
  • Group-Attended Spring Training Baseball Game (Includes Transportation)

Group Attended Baseball Game:

Each paid conference registration and paid guest program includes a ticket and transportation to a Spring Training game.

Who Will Attend

  • Directors
  • Board Chairs
  • CEOs
  • Supervisory Committee Members
  • Senior Management
  • Business Development & Marketing Managers

Agenda – Subject To Change

Thursday, 3/7/19

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. Cybersecurity Basics for Executives and Directors
Peter Fugaro, President, Prymak
2:15 p.m. – 2:30 p.m. Networking/Refreshment Break
2:30 p.m. – 3:30 p.m. Should We Merge?
Harry Black, Treasurer, RiverTrust Federal Credit Union
3:30 p.m. – 3:45 p.m. Daily Wrap-Up
5:00 p.m. – 6:00 p.m.. (GP)                         Welcome Reception – Enjoy cocktails, light dining and great conversations with conference participants, guests and “The Ones In Red”!

Friday, 3/8/19

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. New Risk-Based Capital Requirements
Harry Black, Treasurer, RiverTrust Federal Credit Union
10:15 a.m. – 10:30 a.m. Networking/Refreshment Break
10:30 a.m. – 11:30 a.m. Understanding Technology Selection for Credit Union Executives & Board Members
Peter Fugaro, President, Prymak
11:35 a.m. – 12:35 p.m. Building the Credit Union of Tomorrow
Brian Smith-Vandergriff, Partner, Financial Management Services, Inc.
12:35 p.m. – 1:35 p.m. (GP) Group Luncheon
1:35 p.m. – 2:35 p.m. Trouble at the Credit Union
Harry Black, Treasurer, RiverTrust Federal Credit Union
2:40 p.m. – 3:40 p .m. Integrating Forecasting into Strategic Planning
Brian Smith-Vandergriff, Partner, Financial Management Services, Inc.
3:40 p.m. – 4:00 p.m. Daily Wrap-Up

Saturday, 3/9/19

7:30  a.m. – 8:30 a.m. (GP) Sit-Down Breakfast
8:30 a.m. – 8:35 a.m. Opening Remarks
8:35 a.m. – 9:35 a.m. Key Ratios for Credit Unions
Harry Black, Treasurer, RiverTrust Federal Credit Union
9:35 a.m. – 9:50 a.m. Networking/Refreshment Break
9:50 a.m. – 10:50 a.m. Leveraging Economic Trends to Create Member Value
Brian Smith-Vandergriff, Partner, Financial Management Services, Inc.
10:55 a.m. – 11:40 a.m. Ensuring Your Credit Union Has a Quality Vendor Management Program
Peter Fugaro, President, Prymak
11:40 a.m. – 12:00 p.m. Conference Wrap-Up
12:15 p.m. – 5:00 p.m. (GP) Spring Training Baseball Game

Transportation and game is included with paid conference and guest registration. Lunch on your own.

Phillies vs. Blue Jays at Spectrum Field in Clearwater, Florida.

Sunday, 3/10/19

Travel Day – Have A Safe Trip Home!

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