New Year’s Credit Union Educational Cruise Conference
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Aboard Holland America’s New Pinnacle-Class Ship ms Koningsdam
December 27, 2017 – January 3, 2018
Register – Brochure

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

Wednesday, December 27, 2017 Ft. Lauderdale, Florida
Thursday, December 28, 2017 Half Moon Cay, Bahamas
Friday, December 29, 2017 At Sea
Saturday, December 30, 2017 Georgetown, Cayman Islands
Sunday, December 31, 2017 Cozumel, Mexico
Monday, January 1, 2018 At Sea
Tuesday, January 2, 2018 Key West, Florida
Wednesday, January 3, 2018 Fort Lauderdale, Florida

View Terms & Conditions

Speakers: 

Tom Glatt, Jr. is the founder of Glatt Consulting, a credit union consulting firm specializing in distinctive strategy consulting for credit union boards and management teams. Tom has over 18 years of strategy consulting experience in the credit union community. His primary consulting focus is working with clients to develop and execute corporate strategy.

Tom also created the Credit Union Industry HealthScore. The HealthScore is a highly regarded financial performance score reflecting the financial health of US-based credit unions. It is calculated and published quarterly.

Tom earned a Bachelor’s of Science degree in business administration from the University of Mary Washington in Fredericksburg, VA. He also graduated from the University of North Carolina-Wilmington’s Cameron School of Business Executive Certificate Program, as well as the National Association of Federal Credit Union’s Management Development Institute.

Tom’s most recent consulting projects have included:

  • Strategic planning;
  • Mergers;
  • CEO and board succession;
  • CEO compensation and performance evaluation;
  • Branding;
  • Chartering;
  • Execution and budgeting planning;
  • Efficiency and workflow analysis;
  • Vendor selection.

Gary Hess is the President of RTE Financial Services, LLC, a distributor of web based software to financial institutions.  RTEfs also engages in consulting activities for financial institutions.

Prior to forming RTEfs, Gary was a consultant to credit unions, first with Counter Intelligence Associates/TRG and then as the owner of Gary Hess Consulting.  Previous to his consulting work, Gary was employed by Bankers Systems, Inc. for twenty-five years.  In his tenure with BSI he worked in the development of compliance documents, documentation software systems, component technology and served as BSI’s business development manager for the credit union market.

Gary’s current focus with RTEfs is web portals, consulting and industry education.  Through RTEfs he continues his consulting work in the areas of strategic planning, CUSO development, member business services, including lending, deposits and training, risk based lending and consumer compliance.

Gary regularly speaks at industry meetings regarding topical issues, including web based software, member business services, ID Theft, Bank Secrecy Act including the USA Patriot Act, OFAC and Customer Identification Programs.  Gary is available to financial institutions and industry associations to discuss compliance, business and market issues.

Gary received his Bachelor of Science degree from the University of Minnesota, College of Education, in Mathematics in 1974.  He received his Juris Doctor from the University of Minnesota Law Center in 1977.

Topics:

  • Technologies: Threat or Opportunity?
  • Third Party Vendor Management Policy
  • Board and CEO Succession
  • Hot Topics
  • Managing The Seven Risk Categories
  • CEO Assessment Best Practices
  • And Much More!

Pricing: 

Book on or before April 28, 2017 and SAVE $100 per person
Book April 19, 2017 – August, 1, 2017 and SAVE $50 per person

 

Category Participant Rate (1st Person) Spouse/Guest Rate (2nd Person)
J……Inside $2995 $1195
C….Oceanview $3695 $1295
VD..Verandah $3895 $1395
V  ..Verandah $3995 $1395

Rates based on double occupancy. A $1200 per person deposit is required. 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 $310.00 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.

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