New Year’s CU Educational Cruise Conference
Register

Aboard Holland America’s ms Koningsdam
December 28, 2018 – January 4, 2019
Register – Brochure

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

Friday, December 28, 2018 Ft. Lauderdale, Florida
Saturday, December 29, 2018 Half Moon Cay, Bahamas
Sunday, December 30, 2018 At Sea
Monday, December 31, 2018 Grand Turk, Turks and Caicos
Tuesday, January 1, 2019 Amber Cove, Dominican Republic
Wednesday, January 2, 2019 At Sea
Thursday, January 3, 2019 Nassau, Bahamas
Friday, January 4, 2019 Fort Lauderdale, Florida

TERMS AND CONDITIONS 

Speakers

Bruce Hoogstraten is President of Geo-San, Inc. which has been in existence since 1998.  He has over 30 years of experience in operational management, sales, and engineering.  Geo-San is a management consulting practice focusing on operational management issues for small businesses, government contractors, as well as being instrumental in supporting various non-profits organizations. He has also been the executive director for the non-profit advocacy group – the NASA Aerospace Support Team (NAST) for 15 years.

Mr. Hoogstraten lives in Hampton, VA and attended Hampton High School.  He received his BSME from the small private military college of Norwich University. He was a project engineer for the Westinghouse Corporation working on Naval Nuclear hardware, and a design engineer for a local NASA LaRC contractor.  After receiving his MBA from the University of Pittsburgh, Mr. Hoogstraten worked for Ferguson Enterprises Incorporated as a manager specializing in operations and business processes. The first startup venture Mr. Hoogstraten created was an effort centered on technology transferred from the NASA LaRC involving a patented ultra-stable laser which was marketed in the space based communication industry.

Bruce is married, has two sons and is very active in volunteer work.  He is the past Chairmen of the Governor’s Aerospace Advisory Council; Past Chairman of the Hampton YMCA and is currently on the Board of Directors for the Peninsula Metropolitan YMCA; He was on the Colonial Virginia Council of the Boys Scouts of American; Currently Chairman of The Board of Fellows for Norwich University (as well as The Class Agent for Norwich 1982); Current Vice-Chairman for the Board of Directors for Langley Federal Credit Union; The Peninsula Baseball Stadium Authority; Chairman of the Pilots Youth Baseball Organization; and has been an adjunct MBA professor at Hampton University.

 

Robert Smith has served in various management and sales roles in the financial services industry for the past 25 years. His diverse experience includes Sales, Sales Management, Investment Management, Property and Casualty Insurance, Life Insurance, Retail and Commercial Banking, and Capital Markets, Audit and Compliance.

Mr. Smith started with CUNA Mutual Group in 2000 as a Field Compliance Manager in the Southeast.  From 2001 to 2006, as an Account Manager, he led an account team to work with approximately 50 credit unions in South Florida to address their business needs with CUNA Mutual products.  From 2006 to 2013 Robert worked as a Sales Executive with over 60 small to mid-sized credit unions in South Florida, Alabama, Georgia and Virginia as a “Single Point of Sales Contact” for all CUNA Mutual Products and Services.  In August 2013, he assumed a new role within CUNA Brokerage Services, Inc. (a subsidiary of CUNA Mutual Group) as a Sales Manager, Asset Accumulation overseeing over 20 Financial Advisors in 6 states.

Prior to joining CUNA Mutual, and the credit union movement, Smith worked for a regional bank in the in Internal Audit area for all of capital markets and served as Chief Compliance Officer of the bank’s Fixed Income Trading and Sales.  In addition, He has worked in the personal finance and retirement arenas at Merrill Lynch and Heritage Funds, A Division of Raymond James Financial.

Robert has a Bachelor of Science Degree in Finance from The University of South Florida and holds a Life and Health Insurance Licenses (including Variable Annuity), as well as FINRA Series 7, 24, 53 and 66 licenses.

He recently relocated from the Tampa Bay area to Allen, Texas with his wife Alisha and three great kids: Jillian (20), Jenna (15) and Jackson (12).

Topics:

  • The Art of a Productive Meeting
  • Economic Updates
  • Board Associate Program
  • Retirement Crisis
  • The Strategic Process
  • And Much More!

Pricing: 

Book on or before June 11, 2018 and SAVE $100 per person
Book June 12, 2018 – August 1, 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. All cruise conferences MUST be booked through Altair Travel & Cruises as they are negotiated contracted rates.

Category Participant Rate (1st Person) Spouse/Guest Rate (2nd Person)
J……Inside $3095 $1395
D….Oceanview $3595 $1495
VD..Verandah $4295 $1595
V ….Verandah – Midship $4495 $1695

Rates based on double occupancy. A $1200 per person deposit is required. For single, third & fourth person rates and the availability and rates for suites, call Jill Donati at 800-880-0055. Rates do not include taxes and fees of $175.00 per person. (All taxes & fees are subject to change) In order to feel safe and secure when you travel, travel insurance is now mandatory for CUC Cruises and is included in the required deposit.

For cabin availability, call Jill Donati of Altair Travel & Cruises, 800-880-0055 or email Jill at jilldonati@altairtravel.com.

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