Credit Union Services And Products Conference

Hyatt Centric Fisherman’s Wharf
San Francisco, California
September 13 – 16, 2018

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

Hyatt Centric Fisherman’s Wharf | 555 North Point Street |San Francisco, California, 94133 | 1-888-421-1442

To Book Your Room At The Hyatt Centric Fisherman’s Wharf:

  • Book Your Room Online
  • Call the Hyatt Centric Fisherman’s Wharf at 1-888-421-1442 to make your reservation
  • Please mention CU Conferences to receive special rates starting a $279
  • 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 12, 2018 $1045
July 13, 2018 – August 9, 2018 $1095
August 10, 2018 and Beyond $1145
Guest Program $249

Credit Union Services and Products Conference Guest Program:

For just $249, your registered guest can enjoy all the pleasures of the Hyatt Centric Fisherman’s Wharf 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, 09-13-18

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. Changing Technology – The Impact of the Internet
Gary Hess, President, RTE Financial Services, LLC
2:15 p.m. – 2:30 p.m. Networking/Refreshment Break
2:30 p.m. – 3:30 p.m. How to Expand Your Product, Service, and Technology Toolkit
John Dearing, Partner/Managing Director, Capstone
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, 09-14-18

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. Exceeding Member Expectations
Lynn Giuliani, CSP, President/Founder, Progressions, Inc.
10:15 a.m. – 10:30 a.m. Networking/Refreshment Break
10:30 a.m. – 11:30 a.m. Accelerate Growth: The Secret to Attacking Products and Services
John Dearing, Partner/Managing Director, Capstone
11:35 a.m. – 12:35 p.m. Serving Members With a Virtual Smile
Mark Ryan, Chief Analytics Officer, Extractable
12:35 p.m. – 1:35 p.m. (GP) Group Luncheon
1:35 p.m. – 2:35 p.m. A Bigger Slice of the Pie: Recapturing Lost Income in Automotive Dealerships
Mark Hawley, Senior VP/Operations, First Group
2:40 p.m. – 3:40 p .m. Selecting a Third Party Vendor
Gary Hess, President, RTE Financial Services, LLC
3:40 p.m. – 4:00 p.m. Daily Wrap-Up

Saturday, 09-15-18

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. Grow Your Revenue With Text Messaging
Ashish Garg, CEO, Eltropy
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. The Digital Road Ahead
Craig McLaughlin, President/CEO, Extractable
12:25 p.m. – 12:45 p.m. Conference Wrap-Up

Sunday, 09-16-16

Travel Day – Have A Safe Trip Home!

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