National CU Supervisory Committee & Directors Conference
Register

Scottsdale Plaza Resort
Scottsdale, Arizona
January 25 – 28, 2018
Register  – Brochure 

Unite with fellow credit union supervisory committee members, CEOs, board of directors, senior management and others from credit unions across the country as we explore the risks and liabilities credit unions face on a daily basis and the safeguards needed to protect your credit union and its members.

Hotel Information:

Scottsdale Plaza Resort | 7200 North Scottsdale Road | Scottsdale, Arizona | 85253

  • Book your room online
  • Call The Scottsdale Plaza Resort at 800-832-2025 to book your hotel room.
  • Be sure to mention CU Conferences to receive the special conference rate starting at $239.
  • The resort fee is waived when you book through CU Conferences’ room block.
  • Rates based on availability
  • If you are unable to book a room, call CU Conferences at 888-465-6010 for assistance.

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 November 17, 2017 $1045
November 18 – December 14, 2017
$1095
December 15, 2017 and Beyond
$1145
Guest Program $225
Optional PreConference $225

 

National Supervisory Committee and Director’s Conference Guest Program:

For just $225, your registered spouse/guest can enjoy all the pleasures of  The Scottsdale Plaza Resort 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?

  • Supervisory Committee Chairs
  • Supervisory Committee Members
  • Directors
  • Board Chairs
  • CEOs
  • Senior Management
  • Internal Auditors
  • Committee Members
  • Business Development Managers

Agenda – Subject to Change – GP= Guest Program: Registered Guest Are Welcome To Join You At These Events

Thursday, 01-25-18

PreConference Workshop
Hot Button Examination Issues
Led By: David Reed, Attorney At Law, Reed & Jolly, PLLC
(Separate Registration Required – $225)
11:30 a.m. – 1:00 p.m. PreConference Registration
1:00 p.m. – 1:15 p.m. Opening Remarks
1:15 p.m. – 2:15 p.m. Hot Button Issues
2:15 p.m. – 2:30 p.m. Networking Refreshment Break
2:30 p.m. – 3:30 p.m. Hot Button Issues (Continued)
3:30 p.m. – 4:30 p.m. Hot Button Issues (Continued)
4:30 p.m. – 4:45 p.m. PreConference Wrap-Up
Thursday Evening
5:00 p.m. – 6:00 p.m. Conference Registration
6:00 p.m. – 7:00 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”.

Friday, 01-26-18

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. Bank Secrecy Act & Anti-Money Laundering
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. Emerging Risks In The CU Environment
Jerry Tenbrink, Owner, J. Tenbrink & Associates
11:35 a.m. – 12:35 p.m. Tales From The Dark Side…How To Steal A Billion Dollars…And How To Prevent It – Part I
Randy Romes, Principal/Information Security, CliftonLarsonAllen
12:35 p.m. – 1:35 p.m. (GP) Group Luncheon
1:35 p.m. – 2:35 p.m. Tales From The Dark Side…How To Steal A Billion Dollars…And How To Prevent It – Part II
Randy Romes, Principal/Information Security, CliftonLarsonAllen
2:40 p.m. – 3:40 p.m. Internal Security
David Reed, Attorney At Law, Reed & Jolly, PLLC
3:40 p.m. – 4:00 p.m. Conference Wrap-Up

Saturday, 01-27-18

8:00 a.m. – 9:00 a.m. (GP) Sit-Down Breakfast
9:00 a.m. – 9:10 a.m. Opening Remarks
9:10 a.m. – 10:10 a.m. CEO Evaluations
Diane Reed, President, CU Doctor
10:10 a.m. – 10:25 a.m. Networking/Refreshment Break
10:25 a.m. – 11:25 a.m. Strategic Planning SWOT (Strength, Weaknesses, Opportunities, Threats)
Gary Hess, President, RTE Financial Services
11:30 a.m. – 12:30 p.m. How Effective Is Your Supervisory Committee?
Jerry Tenbrink, Owner, J. Tenbrink & Associates
12:30 p.m. – 12:45 p.m. Conference Wrap-Up

Sunday, 01-28-18

Travel Day – Have A Safe Trip Home!

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