40th Annual National Directors Roundtable Conference
Register

Hotel del Coronado – San Diego, California
October 14 – 18, 2019
Attendee RegistrationBrochure
CEO Registration (For CEOs only)

Register 4 or more attendees from your credit union and save an ADDITIONAL $150 per attendee.
Please call 888-465-6010 to register
.

Join fellow board of directors, board chairs, CEOs, supervisory committee members and others from credit unions across the country as we explore the latest issues faced by the credit union movement.

Hotel Information:

Hotel del Coronado | 1500 Orange Avenue | San Diego, California | 800-582-2595

Book Your Room At Hotel del Coronado

  • Book your room online
  • Call Hotel del Coronado at 800-582-2595 to make your reservation.
  • Please mention CU Conferences to receive special rates starting a $270*.
  • *Rates based on availability – the resort fee is waived when you book your room through CU Conferences’ room block

Note: There are two SEPARATE links to register for the conference:

  • Click here to register if you are NOT a CEO
  • Click here to register if you are a CEO
  • Register 4 or more attendees from your credit union and save an additional $50 per attendee.
    Please call 888-465-6010 to receive the special discount.
Date Participant Investment Special CEO
Investment
On or before July 25, 2019 $1095 $745
July 26, 2019 through September 12, 2019 $1145 $795
September 13, 2019 and Beyond $1245 $895
Guest Program $299 $299
PreConference Workshop $249 $249
Register 4 or more attendees from your credit union and save an ADDITIONAL $150 per attendee! Please call 888-465-6010 to receive the special discount.

National Directors Roundtable Conference Guest Program:

For just $299, your registered spouse/guest can enjoy all the pleasures of Hotel del Coronado along with the following events:

  • Monday’s Welcome Reception
  • Tuesday’s Sit-Down Breakfast
  • Tuesday’s Sit-Down Luncheon
  • Wednesday’s Sit-Down Breakfast
  • Wednesday’s Sit-Down Luncheon
  • Thursday’s Sit-Down Breakfast

Who Will Attend

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

Agenda – (GP) = Guest Program – Subject To Change

Monday, 10/14/19

Optional PreConference

 PreConference Agenda

Board Development and Responsibilities
Presented by: Bruce Hoogstraten,
President, Geo-San, Inc.

11:30 a.m. – 1:00 p.m. PreConference Registration
1:00 p.m. – 2:30 p.m. Board Development and Responsibilities
2:30 p.m. – 2:45 p.m Networking/Refreshment Break
2:45 p.m. – 4:15 p.m. Board Development Continued
4:15 p.m. – 4:30 p.m. Wrap-Up
Monday Evening
11:30 a.m. – 5:30 p.m. Conference Registration
5:00 p.m. – 6:30 p.m. (GP) Welcome Reception

Tuesday, 10/15/19

7:30 a.m. – 8:30 a.m. Conference Registration
7:30 a.m. – 8:30 a.m. (GP) Sit-Down Breakfast
8:30 a.m. – 8:45 a.m. Opening Remarks
8:45 a.m. – 10:00 a.m. Recruiting and Retaining Successful Leaders
Chris Jones, Executive Benefits Consultant, OM Financial
10:00 a.m. – 10:20 a.m. Networking/Refreshment Break
10:20 a.m. – 11:20 a.m. Building a Better Organizational Structure
Tom Glatt, Jr., Principal/Strategy Consultant, Glatt Consulting Group, Inc.
11:25 a.m. – 12:25 p.m. Cybersecurity from the Dark Side – Ten Ways to Lose Everything
Randy Romes, Principal/Information Security, CliftonLarsonAllen
12:25 p.m. – 1:35 p.m. (GP) Group Luncheon
1:35 p.m. – 2:35 p.m. Attracting and Servicing Student Members in 2019 and Beyond
Gary Perez, President/CEO, USC Credit Union
2:40 p.m. – 3:40 p.m. Good Governance and Related Policies
Bruce Hoogstraten, President, Geo-San, Inc.
3:40 p.m. – 4:00 p.m. Daily Wrap-Up

Wednesday, 10/16/19

7:30 a.m. – 8:30 a.m. (GP) Sit-Down Breakfast
8:30 a.m. – 8:45 a.m. Introduction
8:45 a.m. – 9:45 a.m.
U.S. Economic Outlook & It’s Impact on CUs
Steven Rick, Chief Economist, CUNA Mutual Group
9:45 a.m. – 10:05 a.m. Networking/Refreshment Break
10:05 a.m. – 11:05 a.m. Roundtable Discussion By Asset Size: One of the most valuable
aspects of attending a conference is the opportunity to network
with other credit union professionals from across the country.
Networking with those from credit unions of similar asset
size is even a greater benefit.
Join fellow attendees for a roundtable session
to discuss the pressing issues facing credit unions.
11:05 a.m. – 12:05 p.m. The Critical Culture Connection – Part I
Neil Goldman, Senior Partner, Goldman Consulting & Strategy (GSC), Inc.
12:05 p.m. – 1:15 p.m. (GP) Group Luncheon
1:15 p.m. – 2:15 p.m. The Critical Culture Connection – Part II
Neil Goldman, Senior Partner, Goldman Consulting & Strategy (GSC), Inc.
2:20 p.m. – 3:20 p.m. ADA Compliance
Nicole Harper, Sr. Strategic Initiatives Analyst, Jack Henry & Associates, Inc.
3:20 p.m. – 3:30 p.m. Daily Wrap-Up.

Thursday, 10/17/19

7:30 a.m. – 8:30 a.m. (GP) Sit-Down Breakfast
8:30 a.m. – 8:40 a.m. Introduction
8:40 a.m. – 9:40 a.m How the Investment Portfolio Can Help Your Credit Union Meet Its Financial Goals
Adrian Johnson, Senior Vice President, MECU of Baltimore
9:40 a.m. – 10:00 a.m. Networking/Refreshment Break
10:00 a.m. – 11:00 a.m. What the Future Holds – Strategies to Redefine Your Credit Union
Nicolette Lemmon, President, LemmonTree Marketing Group
11:05 a.m. – 12:05 p.m. Winning the War for Talent
James Schenck, President/CEO, PenFed Credit Union
12:05 p.m. – 12:15 p.m. Conference Wrap-Up

Friday, 10/18/19

Travel Day – Have a Safe Trip Home

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