National CU Directors Conference: What Every Director Needs To Know

Wailea Beach Resort & Spa
A Marriott Property
Maui, Hawaii
August 23 – 27, 2017
Register  – Brochure

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 reserve your room…

  • Book online
  • Call The Wailea Beach Resort & Spa at 877-622-3140 and mention CU Conferences to receive rates starting at *$269.
  • The best airport to fly into is the Kahului/Maui Airport (OGG airport code)
  • If you are unable to book your hotel room through the special link or by calling the hotel, call CU Conferences at 888-465-6010.
  • Self-parking is $25 per day and Valet Parking is $35

*Conference rates are valid through Friday, July 21, 2017 based on availability.
Discounted Resort fee of $10.00 per night and Porterage fee of $10.00 per person round trip additional

Travel Information

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 22, 2017 $1045
June 23 – July 20, 2017
July 21, 2017 and Beyond $1145
Guest Program $245
Optional Luau (Adults 13+) $99
Optional Luau (5 -12 years old) $68

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, 08-23-17

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, 08-24-17

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. Board Challenge: Building a Deeper Bench
David Reed, Attorney At Law, Reed & Jolly, PLLC
10:00 a.m. – 10:15 a.m. Networking/Refreshment Break
10:15 a.m. – 11:15 a.m. Should You Fire Over Facebook? Managing Credit Union Employee Social Media Use Under Federal Law
Ethan Wall, President, Social Media Law and Order
11:20 a.m. – 12:20 p.m. What Every Credit Union Needs to Know About Employee Benefits Pre-Funding
Matthew Butler, CLU, ChFC, Founder & Managing Principal, Elite Capital Management Group, LLC
12:20 p.m. – 12:30 p.m. Day In Review

Friday, 08-25-17

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. CEO Evaluations
Diane Reed, President, CU Doctor
9:50 a.m. – 10:05 a.m. Networking/Refreshment Break
10:05 a.m. – 11:05 a.m. How Outsourcing Investment Management Can Help Small and Mid-Sized Credit Unions Win the Fight For Relevancy
Matthew Butler, CLU, ChFC, Founder & Managing Principal, Elite Capital Management Group, LLC
11:10 a.m. – 12:10 p.m. Demystifying Executive Benefit Plans
Elaine Boyd, Business Development Manager, The Sheeter Group
2:10 p.m. – 1:10 p.m. (GP) Sit-Down Luncheon
1:10 p.m. – 2:10 p.m. How to Protect Your Credit Union from Social Media Legal Risks
Ethan Wall, President, Social Media Law and Order
2:15 p.m. – 3:15 p.m. This Just In! Understanding the Current Regulatory Climate and Common Crisis Scenarios
David Reed, Attorney At Law, Reed & Jolly, PLLC
3:15 p.m. – 3:30 p.m. Conference Wrap-Up
4:30 p.m.
(Separate Registration)
Optional Luau
A constant among the vast generations of Hawaiians and Polynesians is the ocean tide. The tide linking all of Oceania, Te Au Moana; shares the ancestral storytelling of the people of Maui and the Pacific through lavish songs and dances. We invite you to enjoy an extraordinary Luau experience like no other.The Polynesians held great knowledge of the earth and its life giving elements. Their expert skills of fishing, gathering, gift giving, romance; tapa making (bark cloth) are brilliantly demonstrated and shared at Maui’s newest luau experience.

Saturday, 08-26-17

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. Meetings & Metrics
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. Roundtable Discussion: Exchange ideas with fellow participants during a lively discussion. The first part of the roundtable will allow time for discussion on key topics. The second part will consists of representatives from each table sharing thoughts and ideas discussed at their particular table.
11:10 a.m. – 12:10 p.m. Connecting the Dots: Understanding the Links Between Your Strategic Plan, Your Business Plan, Your Project Lists and Your Performance Review Programs
Diane Reed, President, CU Doctor
12:10 p.m. – 12:20 p.m. Conference Wrap-Up

Sunday, 08-27

Travel Day – Have A Safe Trip Home!

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