Credit Union Services And Products Conference
Register

Eldorado Hotel & Spa
Santa Fe, New Mexico
September 14 – 17, 2017
Register – Brochure

Are you offering your members the products and services that they want? Are you properly delivering those products and services? Join fellow credit union board of directors, board chairs, CEOs, senior management, supervisory committee members and others from across the country as we explore various credit union services and products to meet the needs of your members.

Hotel Information

Eldorado Hotel & Spa | 309 W. San Francisco Street | Santa Fe, New Mexico | 1-800-955-4455

To Book Your Room At The Eldorado Hotel & Spa:

  • Book Your Room Online
  • Call the Eldorado Hotel & Spa at 1-800-955-4455 to make your reservation
  • Please mention CU Conferences to receive special rates starting a $219
  • If you are unable to book your room with the hotel, please contact CU Conferences at 888-465-6010
  • Rates based on availability

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 service charge for their services.

Date Investment
On or Before July 13, 2017 $1045
July 14, 2017 – August 10, 2017 $1095
August 11, 2017 and Beyond $1145
Guest Program $225

Credit Union Services and Products Conference Guest Program:

For just $225, your registered guest can enjoy all the pleasures of the Eldorado Hotel & Spa along with the following events:

  • Thursday’s Welcome Reception
  • Friday’s Sit-Down Breakfast
  • Friday’s Sit-Down Luncheon
  • Saturday’s Sit-Down Breakfast

Who Will Attend

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

Agenda – Subject to Change – (GP)= Paid Registered Guest Available At These Events

Thursday, 09-14-17

11:30 a.m. – 1:00 p.m. Conference Registration
1:00 p.m. – 1:15 p.m. Opening Remarks
1:15 p.m. – 2:15 p.m. Lending Initiatives – What Is Old Can Be New!
Gary Hess, President, RTE Financial Services
2:15 p.m. – 2:30 p.m. Networking/Refreshment Break
2:30 p.m. – 3:30 p.m. Prepaid And Your Credit Union – Evolving Opportunities
James Gukeisen, Ass. Director/Prepaid Development – Cupre – CUSO, Credit Union 24 Inc.
3:30 p.m. – 3:45 p.m. Daily Wrap-Up
5:00 p.m. – 6:00 p.m.. (GP)                         Welcome Reception – Enjoy cocktails, light dining and great conversations with conference participants, guests and “The Ones In Red”!

Friday, 09-15-17

8:00 a.m. – 9:00 a.m. (GP) Sit-Down Breakfast
9:00 a.m. – 9:15 a.m. Opening Remarks
9:15 a.m. – 10:15 a.m. Web Portals – Are They Right For Your Credit Union
Gary Hess, President, RTE Financial Services
10:15 a.m. – 10:30 a.m. Networking/Refreshment Break
10:30 a.m. – 11:30 a.m. Marketing Audits – The New Must-Have For Your Credit Union
Taylor Wells, Communications Director, On The Mark Strategies
11:35 a.m. – 12:35 p.m. Leapfrog The Product/Service Development Cycle – Part I
John Dearing, Partner/Managing Director, Capstone
12:35 p.m. – 1:35 p.m. (GP) Group Luncheon
1:35 p.m. – 2:35 p.m. Leapfrog The Product/Service Development Cycle – Part II
John Dearing, Partner/Managing Director, Capstone
2:40 p.m. – 3:40 p .m. Treasury Management – An Underappreciated Source Of Deposits
John Hecht, President, J. Hecht Consulting, LLC
3:40 p.m. – 4:00 p.m. Daily Wrap-Up

Saturday, 09-16-17

8:00 a.m. – 9:00 a.m. (GP)
Sit-Down Breakfast
9:00 a.m. – 9:05 a.m.
Opening Remarks
9:05 a.m. – 10:05 a.m.
Retail 2020: Time For Disruptive Transformation
Kevin Blair, President, NewGround
10:05 a.m. – 10:20 a.m.
Networking/Refreshment Break
10:20 a.m. – 11:20 a.m.
Roundtable Discussion
Enjoy valuable networking time as you join fellow credit union professionals for a roundtable
session to discuss successful services and products that have proven to be beneficial
to your credit union and members.
11:25 a.m. – 12:25 p.m.
Generation Marketing – Same Mission, Different Message
Claudine DiTorrice, Chief Creative Officer, As If Productions
12:25 p.m. – 12:45 p.m.
Conference Wrap-Up

Sunday, 09-17-17

Travel Day – Have A Safe Trip Home!

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