Spring Training Conference – St. Petersburg, Florida

TradeWinds Island Grand Resort
St. Petersburg, Florida
March 4 – 7, 2018
Register  – Brochure

Join us in either St. Petersburg, Florida or Scottsdale, Arizona for informative sessions, timely topics and plenty of networking time to share with your peers. Plus…free admission to a spring training major league baseball game.

Hotel Information

TradeWinds Island Grand Resort | 5500 Gulf Boulevard | St. Petersburg, Florida | 1-800-808-9833

To Book Your Room At The TradeWinds Island Grand Resort:

  • Book your room online
  • Call the TradeWinds Island Grand Resort at 1-800-808-9833 and mention CU Conferences to receive special rates beginning at $235.
  • Rooms are based on availability.
Date Investment for
Spring Training Conference
On or Before January 4, 2018
January 5 through February 7, 2018 $1095
February 8, 2018 and Beyond $1145
Guest Program $219
Additional Baseball Tickets ($50) (Includes transportation. Additional tickets must be purchased PRIOR to the conference. As a reminder, each PAID participant and Guest registration receive a complimentary baseball ticket)

Guest Program

For just $219, your registered guest can enjoy all the pleasures of the TradeWinds Island Grand Resort along with the following events:

  • Sunday’s Welcome Reception
  • Monday’s Sit-Down Breakfast
  • Monday’s Sit-Down Luncheon
  • Tuesday’s Sit-Down Breakfast
  • Group-Attended Spring Training Baseball Game (Includes Transportation)

Group Attended Baseball Game:

Each paid conference registration and paid guest program includes a ticket and transportation to a Spring Training game: Toronto Blue Jays vs Atlanta Braves

Who Will Attend

  • Directors
  • Board Chairs
  • CEOs
  • Supervisory Committee Members
  • Senior Management
  • Business Development & Marketing Managers

Agenda – Subject To Change

Sunday, 03-04-18

5:00 p.m. to 6:00 p.m. Conference Registration
6:00 p.m. to 7:00 p.m. (GP) Welcome Reception

Monday, 03-05-18

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. What’s Fair to Pay Your CEO?
Christie Summervill, CEO, BalancedComp
10:15 a.m. – 10:30 a.m. Networking/Refreshment Break
10:30 a.m. – 11:30 a.m. By The Numbers – The Data Driven Credit Union
Bill Farley, Sales Manager, Select East, CUNA Mutual Group
11:35 a.m. – 12:35 p.m. Threats To Credit Unions
Harry Black, Treasurer, RiverTrust FCU
12:35 p.m. – 1:35 p.m. (GP) Sit-Down Luncheon
1:35 p.m. – 2:35 p.m. The Leadership Challenge
Bill Farley, Sales Manager, Select East, CUNA Mutual Group
2:40 p.m. – 3:40 p.m. Credit Union Balance Sheets (Receive a Certificate of Completion)
Harry Black, Treasurer, RiverTrust FCU
3:40 p.m. to 4:00 p.m. Day in Review

Tuesday, 03-06-18

7:45 a.m. to 8:45 a.m. (GP) Sit-Down Breakfast
8:45 a.m. to 8:50 a.m. Opening Remarks
8:50 a.m. to 9:50 a.m. Board of Directors Responsibilities
Harry Black, Treasurer, RiverTrust FCU
9:50 a.m. to 10:05 a.m. Networking/Refreshment Break
10:05 a.m. to 10:50 a.m. The Performance Review: Is It Worth The Trouble?
Christie Summervill, CEO, BalancedComp
10:55 a.m. to 11:50 a.m. U.S. Economic Update And Its Impact On Credit Unions
Bill Farley, Sales Manager, Select East, CUNA Mutual Group
11:50 a.m. to 12:00 p.m. Daily Wrap-Up
12:15 – 5:00 p.m. (GP) Group-Attended Baseball Game – Toronto Blue Jays vs Atlanta Braves

Wednesday, 03-07-18

Travel Day Have a safe trip home!

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