National CU Directors Conference: What Every Director Needs To Know
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Wailea Beach Resort & Spa
Maui, Hawaii
August 21 – 25, 2019
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Join fellow credit union board chairs, directors, supervisory committee members, CEOs  and other credit union professionals from across the country for outstanding educational sessions and profitable networking that focuses on the key issues necessary for continued growth.

Hotel Information

Wailea Beach Resort & Spa | 3700 Wailea Alanui Drive | Wailea, HI | 96753 | 877-622-3140

To Book Your Room At The Wailea Beach Resort & Spa:

  • Book your room online
  • Call The Wailea Beach Resort & Spa at 877-622-3140 and mention CU Conferences to receive rates starting at *$299.
  • *Discounted resort fee of $15 per day, plus taxes (Normally $35) is not included in the room rate
  • *Porterage gratuities of $12 per person roundtrip, plus taxes is additional
  • The best airport to fly into is Kahului/Maui Airport (OGG airport code)
  • The resort is approximately 16 miles from the Kahului/Maui Airport
  • If you are unable to book your room online or with the hotel, please contact CU Conferences at 888-465-6010.
  • Self-Parking $30 per night, plus tax (subject to change)
  • Valet Parking $35 per night, plus tax (subject to change)

Travel Information

Transportation from Kahului/Maui Airport (OGG): Book your shuttle online
SpeediShuttle provides shared ride airport transportation in a Mercedes shuttle at a per person rate of $24.70 one way, $46.93 round trip (10% discount on return when you book together) between Kahului/Maui Airport (OGG) and Wailea Beach Resort. Guests with prearranged arrival reservations are met in the baggage claim area, then directed to their waiting shuttle. Vehicle amenities include complimentary Wi-Fi, 6’1″ headroom, adjustable headrests and roomy comfortable seats.  Book your shuttle online

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.

Conference Investment:

Date Investment
On or Before June 20, 2019 $1095
June 21 – July 18, 2019 $1145
July 19, 2019 and Beyond $1195
Guest Program $245
Optional Luau (Adults 13+) $115
Optional Luau (5 -12 years old) $65
Optional Luau (4 and under) Free

National CU Directors Conference Guest Program:
For just $245, your registered spouse/guest can enjoy all the pleasures of the Wailea Beach Resort & Spa along with the following events:

  • Wednesday’s Welcome Reception
  • Thursday’s Sit-Down Breakfast
  • Friday’s Sit-Down Breakfast
  • Friday’s Sit-Down Luncheon
  • Saturday’s Sit-Down Breakfast

Who Will Attend?

  • Directors
  • Board Chairs
  • Supervisory Committee Members
  • CEOs
  • Senior Management
  • Committee Members

Agenda – Subject to Change – GP=Guest Program

Wednesday, 8/21/19

4:00 p.m. – 5:00 p.m. Conference Registration
5:00 p.m. – 6:00 p.m. (GP) Welcome Reception: Enjoy cocktails, light dining, and networking with conference participants and guests from around the country and The Ones In Red“.

Thursday, 8/22/19

7:45 a.m. – 8:45 a.m. (GP) Sit-Down Breakfast
8:45 a.m. –  9:00 a.m. Opening Remarks
9:00 a.m. – 10:00 a.m. Fraud is Ugly and Embarassing
Stephen Kwock, Principal, Kwock & Company, CPAs
10:00 a.m. – 10:15 a.m. Networking/Refreshment Break
10:15 a.m. – 11:15 a.m. C & D Paper Grades and the Bottom Line
Sheilah Montgomery, Strategic Management Consultant, Proactive Impact, LLC
11:20 a.m. – 12:20 p.m. SERPS 101
Chris Jones, Executive Benefits Consultant, OM Financial
12:20 p.m. – 12:30 p.m. Day In Review

Friday, 8/23/19

7:45 a.m. – 8:45 a.m. (GP) Sit-Down Breakfast
8:45 a.m. –  8:50 a.m. Opening Remarks
8:50 a.m. – 9:50 a.m. Change Management and How it Can Impact Your Credit Union
Dr. Julia Cronin-Gilmore, Director of Degrees/Professor, College of Business, Bellevue University
9:50 a.m. – 10:05 a.m. Networking/Refreshment Break
10:05 a.m. – 11:05 a.m. Beyond Financial Literacy
Stephen Kwock, Principal, Kwock & Company, CPAs
11:10 a.m. – 12:10 p.m. The Importance of Gratitude in the Workplace
Nancy Lewis, President, Progressive Techniques, Inc. 
12:10 p.m. – 1:10 p.m. (GP) Sit-Down Luncheon
1:10 p.m. – 2:10 p.m. Strategic Planning: Areas and Methods to Consider
Bruce Hoogstraten, President, Geo-San, Inc.
2:15 p.m. – 3:15 p.m. Business Ethics
Sheilah Montgomery, Strategic Management Consultant, Proactive Impact, LLC
3:15 p.m. – 3:30 p.m. Conference Wrap-Up
4:30 p.m. (Separate Fee Applies) Optional Luau
Experience the most popular Luau on Hawaii Island – Legends of Hawaii, Our Big Island Story, which brings to life the ancestral song (mele) and dance (hula) that retell the epic stories of Hawaii and her remarkable people. Indulge in a Hawaiian feast worthy of King Kamehameha—with Polynesian delicacies such as kalua pig, roast chicken with mango & green peppercorn sauce, fresh island fish, tropical fruits & salads, and unique island-style desserts.

Saturday, 8/24/19

7:45 a.m. – 8:45 a.m. (GP) Sit-Down Breakfast
8:45 a.m. – 8:50 a.m. Opening Remarks
8:50 a.m. – 9:50 a.m. The Art of a Productive Meeting
Bruce Hoogstraten, President, Geo-San, Inc.
9:50 a.m. – 10:05 a.m. Networking/Refreshment Break
10:05 a.m. – 11:05 a.m. Leadership Trends in the Workplace
Nancy Lewis, President, Progressive Techniques, Inc. 
11:10 a.m. – 12:10 p.m. Roundtable Discussion
12:10 p.m. – 12:20 p.m. Conference Wrap-Up

Sunday, 8/25/19

Travel Day – Have A Safe Trip Home!

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