Alaskan Credit Union Educational Cruise Conference
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Aboard Celebrity’s Solstice
June 14 – 21 , 2019
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Join us for an educational conference undisturbed by the everyday distractions of the office as we cruise aboard the elegant, Celebrity Solstice. 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 – Passport required

Friday, June 14, 2019 Seattle, Washington
Saturday, June 15, 2019 At Sea
Sunday, June 16, 2019 Ketchikan, Alaska
Monday, June 17, 2019 Tracy Arm Fjords & Glacier, Juneau, Alaska – Scenic Cruising
Tuesday, June 18, 2019 Skagway, Alaska
Inside Passage – Scenic Cruising
Wednesday, June 19, 2019 At Sea
Thursday, June 20, 2019 Victoria, British Columbia
Friday, June 21, 2019 Seattle, Washington


TERMS AND
CONDITIONS

Conference Presenters:

Tom Glatt, Jr. is the founder of Glatt Consulting Group, Inc, a credit union consulting firm specializing in distinctive strategy consulting for credit union boards and management teams. Tom has over 18 years of strategy consulting experience in the credit union community. His primary consulting focus is working with clients to develop and execute corporate strategy.

Tom also created the Credit Union Industry HealthScore. The HealthScore is a highly regarded financial performance score reflecting the financial health of US-based credit unions. It is calculated and published quarterly.

Tom earned a Bachelor’s of Science degree in business administration from the University of Mary Washington in Fredericksburg, VA. He also graduated from the University of North Carolina-Wilmington’s Cameron School of Business Executive Certificate Program, as well as the National Association of Federal Credit Union’s Management Development Institute.

Tom’s most recent consulting projects have included:

  • Strategic planning;
  • Mergers;
  • CEO and board succession;
  • CEO compensation and performance evaluation;
  • Branding;
  • Chartering;
  • Execution and budgeting planning;
  • Efficiency and workflow analysis;
  • Vendor selection.

Brian Smith-Vandergriff joined Financial Management Services in 2014 after almost 13 years with a broker/dealer and registered investment advisor serving depositories from coast to coast. He has extensive experience in client institutions on balance sheet management strategies, interest rate risk, investments, and other strategic efforts.

Brian has been a frequent speaker at industry events and continues to serve as a member of the board of directors at Catholic Family CU. Brian holds a Bachelor of Science in Computer Science and a Master of Business Administration from Rockhurst University.

He also holds a Doctorate in Business Administration from the Grenoble Ecole de Management (Grenoble, France) with a research focus on the role of investments on the performance of financial institutions.

Conference Topics:

  • Implementing Policy Governance
  • Realigning Your Management Structure
  • Setting Sound Expectations and Goals
  • Funding Strategies for 2020 and Beyond
  • Building the Credit Union of Tomorrow
  • Managing Concentration Risks and Risk-Based Capital
  • And More!

Rates:

Book on or Before December 5, 2018 and SAVE $100 Per Person
Book December 6, 2018 Through February 28, 2019 and SAVE $50 Per Person

Note: A $1000.00 per person deposit is required to hold the cabin.

Category Participant Rate (1st Person) Spouse/Guest Rate (2nd Person)
10……Inside Cabin $2995 $1395
8…….Oceanview $3995 $1495
2B ….Verandah $4495 $1595
C3…..Concierge Class $4695 $1695

Rates based on double occupancy. Rates do NOT include taxes and fees of $266.51 per person (All taxes and fees are subject to change) For single, 3rd & 4th person rates, and availability of suites, contact Jill Donati of Altair Travel at 800-880-0055.

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