Canada/New England CU Educational Cruise Conference
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Aboard Holland America’s ms Zuiderdam
September 10 – 20, 2017
Register  – Brochure

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

Itinerary:

Sunday, September 10, 2017 New York, New York
Monday, September 11, 2017 At Sea
Tuesday, September 12, 2017 Boston, Massachusetts
Wednesday, September 13, 2017 Bar Harbor, Maine
Thursday, September 14, 2017 Halifax, Nova Scotia, Canada
Friday, September 15, 2017 Sydney, Nova Scotia, Canada
Saturday, September 16, 2017 Charlottetown, Prince Edward Island, Canada
Sunday, September 17, 2017 Cruising Gulf of St. Lawrence
Monday, September 18, 2017 Saguenay, Quebec, Canada and Scenic cruising Saguenay Fjord
Tuesday, September 19, 2017 Quebec City, Quebec (overnight)
Wednesday, September 20, 2017 Quebec City, Quebec

View Terms & Conditions

Speakers

Stephen Y. H. Kwock, CPA, is the principal of Kwock & Company CPAs.  His passion for the credit union industry stems from his experience in providing consulting and audit services to credit unions and banks since 1978.  The firm of Kwock & Company CPAs concentrates their practice in the credit union industry.

Mr. Kwock is currently a member of the American Institute of Certified Public Accountants, Hawaii Society of CPAs and Association of Certified Fraud Examiners.  He is a past member of the AICPA Credit Unions Committee (1998-1999).  He was the director of the credit union practice in the Western United States for KPMG from 1996 through 2000.  He has conducted workshops and seminars on the national, regional and local levels for NCUA regulators, financial service associations and his credit union clients.  He is the past chairman and director of the Hawaii State Board of Accountancy (1997- 2005).

Currently, his firm conducts independent audits for 30 credit unions in Hawaii and Guam and provides internal audit co-sourcing and regulatory compliance engagements to several depository and lending institutions in Hawaii.  His firm’s consulting engagements also include mergers and acquisitions, Sarbanes Oxley (SOX) compliance, BSA/OFAC compliance, Allowance for Loan Losses validation, Enterprise Risk Management assessments, ACH Audits, Risk Base Pricing Validations, fraud audits and NCUA supervisory committee audits.

He contributes his time as a director of Damien Memorial School, Koola’u Catering and Golf Course LLC.  He is married with three children and enjoys surfing, paddling canoes and playing the guitar.

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 advising client institutions on balance sheet management strategies, interest rate risk, investments, and other strategic efforts.  He has been a frequent speaker at industry events and continues to serve as a member of the board of directors at Catholic Family CU.  He 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.

Book on or before February 28, 2017 and SAVE $100 per person PLUS receive the Signature Beverage Package for 2 AND a Pinnacle Grill Dinner for 2!

Book March 1, 2017 – May 31, 2017 and Save $50 per person

 

Category Participant Rate
(1st Person)
Spouse/Guest Rate
(2nd Person)
J…Inside $3495 $1295
D…Oceanview $3795 $1395
VD…Verandah $4695 $1495
VA…Verandah $4795 $1595

Rates based on double occupancy. A $1200 per person deposit is due at the time of booking. For single, third & fourth person rates and the availability and rates for suites, call Jill Donati at 800-880-0055. Rates do not include taxes and fees of $540.00 per person. (All taxes & fees are subject to change)

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

Brochure Coming Soon
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