Cuba CU Educational Cruise Conference
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Aboard Holland America’s Ms Veendam
February 19 – 26, 2020 – RegisterBrochure

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

Itinerary

Wednesday, February 19, 2020 Ft. Lauderdale, Florida
Thursday, February 20, 2020 Havana (La Havana), Cuba
Friday, February 21, 2020 Havana (La Havana), Cuba
Saturday, February 22, 2020 Cienfuegos, Cuba
Sunday, February 23, 2020 Ocho Rios, Jamaica
Monday, February 24, 2020 Georgetown, Cayman Islands
Tuesday, February 25, 2020 At Sea
Wednesday, February 26, 2020 Fort Lauderdale, Florida

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

TERMS AND CONDITIONS

Speakers:

Walt Agius has over 30 years’ experience consulting with and working for credit unions and CUSO’s. His expertise runs the gamut from credit union and CUSO CEO, to marketing to lending program development, including risk-based pricing and indirect lending to overall organizational development, staff training, all aspects of HR management, program design and business services development for CUSO formations and business start-ups.

Walt entered the credit union movement in the early eighties after being recruited by CUNA Mutual as a consultant to start a national credit union financial planning process for credit union members called Plan America. He then held a senior management position with the California League and League Services Corporation until starting Advanced Solutions in 1989.  Advanced Solutions was a credit union specific outsource marketing, advertising agency, and management consulting company that was purchased by Liberty Enterprises in 1998 which allowed Liberty to expand their national marketing and consulting strategies.

After selling Advanced Solutions, Walt maintained his presence in the credit union marketplace as President/CEO of a CUSO owned by a billion-dollar credit union. He was also recently President/CEO of a credit union in the Los Angeles area. During his tenure as the credit union CEO, he facilitated the start-up and operation of a credit union owned auto dealership called Autoseekers. Autoseekers was developed as a collaborative CUSO, serving other credit unions in the local area, providing new and used car buying services, wholesale disposition of vehicles for credit unions, and indirect lending.

The auto dealership and indirect lending experience led him to the development of a credit union specific automated lending technology/software platform that captures existing member loans from the point of sale marketplace, and he is currently engaged in ongoing development and national marketing of that system, called CU Lending Edge. CU Lending Edge and its associated companies, Lendsys, LLC and Lendgistics, LLC collectively provide lenders a complete front-end loan origination system unlike any other model in existence today.

Additionally, Walt continues to manage his consulting practice under the CU Professional Services name providing consulting and professional services relationships to credit unions across the country. He continues to be a frequent speaker and presenter at local and national credit union related conferences and workshops, such as NAFCU, CUNA, and CU Conferences.

 

Peter Fugaro has over 25 years’ experience in the mortgage and financial services industry, specializing in technology and marketing.  Peter currently offers his services through Prymak LLC.  He is one of the company’s founding partners and has been leading Prymak’s day-to-day operations since 2000.

Before Prymak, Peter was Senior Vice President of Customer Service at credit union & banking technology vendor FiTECH Systems from 1993 – 2000.

From 1985 through 1993, Peter was employed at Dime Bancorp in New York (now part of JP Morgan Chase), where his career included IT management for the bank’s lending division and working in conjunction with their loan origination system (LOS).

Peter earned a bachelor’s degree from Stony Brook University in New York in 1985 and is a 2006 graduate of the Mortgage Bankers Association Future Leaders program.

Peter earned his Certified Mortgage Banker (CMB®) designation from the Mortgage Bankers Association in 2011 and serves on the Board of Directors for the Mortgage Bankers of the Carolinas.

Topics

  • Branding and Creative Marketing Tactics to Grow the Credit Union
  • Technology Trends in Financial Services
  • The Strategic Leadership Role of the Board
  • The Role of CUSOs in Achieving Your Future Goals
  • And Many More!

Book by May 30, 2019 and Save $100 Per Person
Book May 31 – September 26, 2019 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)
I…Inside Stateroom $2995 $1595
C…Oceanview $3295 $1695
CA….Lanai $4795 $1795
VQ….Verandah $5695 $1995

Rates based on double occupancy. Rates do not include taxes and fees of $260 per person. For single, 3rd, and 4th person rates, and availability of Suites, contact Jill Donati at800-880-0055. (All taxes and 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.

Registration can NOT be confirmed until a $1200 per person deposit has been received.

For cabin availability or to reserve your cabin, contact Jill Donati of Altair Travel and Cruises 800-880-0055.

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