39th National Directors Roundtable Conference
Register

St. Petersburg, Florida
October 8 – 12, 2018
Attendee RegistrationBrochure
CEO Registration (For CEOs only)

Register 4 or more attendees from your credit union and save an ADDITIONAL $50 per attendee.
Please call 888-465-6010 to register
.

Join fellow board of directors, board chairs, CEOs, supervisory committee members and others from credit unions across the country as we explore the latest issues faced by the credit union movement.

Hotel Information:

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

Book Your Room At TradeWinds Island Grand Resort:

  • Book your room online
  • Call TradeWinds Island Grand Resort at 800-808-9833 to make your reservation.
  • Please mention CU Conferences to receive special rates starting a $199*.
  • *Rates based on availability – the resort fee is waived when you book your room through CU Conferences’ room block
  • If you are unable to book your room, please contact CU Conferences at 888-465-6010.

Note: There are two SEPARATE links to register for the conference:

  • Click here to register if you are NOT a CEO
  • Click here to register if you are a CEO
  • Register 4 or more attendees from your credit union and save an additional $50 per attendee.
    Please call 888-465-6010 to receive the special discount.
Date Participant Investment Special CEO
Investment
Before July 26, 2018 $1045 $745
July 26, 2018 through August 30, 2018 $1095 $795
August 31, 2018 and Beyond $1195 $895
Guest Program $279 $279
PreConference Workshop $225 $225
Register 4 or more attendees and save an additional $50 per attendee! Please call 888-465-6010 to receive the special discount.

National Directors Roundtable Conference Guest Program:

For just $299, your registered spouse/guest can enjoy all the pleasures of TradeWinds Island Grand Resort along with the following events:

  • Monday’s Welcome Reception
  • Tuesday’s Sit-Down Breakfast
  • Tuesday’s Sit-Down Luncheon
  • Wednesday’s Sit-Down Breakfast
  • Wednesday’s Sit-Down Luncheon
  • Thursday’s Sit-Down Breakfast

Who Will Attend

  • Directors
  • Board Chairs
  • CEOs
  • Supervisory Committee Members
  • Senior Management
  • Committee Members
  • Branch Managers

Agenda – (GP) = Guest Program – Subject To Change

Monday, 10-08-18

Optional PreConference

 PreConference Agenda

Board Development And Responsibilities
Presented by: Bruce Hoogstraten
President, Geo-San, Inc.

11:30 a.m. – 1:00 p.m. PreConference Registration
1:00 p.m. – 2:30 p.m. Board Development And Responsibilities
2:30 p.m. – 2:45 p.m Networking/Refreshment Break
2:45 p.m. – 4:15 p.m. Board Development And Responsibilities Continued
4:15 p.m. – 4:30 p.m. Wrap-Up
Monday Evening
11:30 a.m. – 5:30 p.m. Conference Registration
5:00 p.m. – 6:30 p.m. (GP) Welcome Reception

Tuesday, 10-09-18

8:00 a.m. – 9:00 a.m. Conference Registration
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. Internet of Things: Your Next Security Breach
Jim Stickley, CEO Stickley On Security
10:15 a.m. – 10:35 a.m. Networking/Refreshment Break
10:35 a.m. – 11:35  a.m. Meetings and Scorecards: What Are Your Metrics And Do You Have Effective Meetings?
Bruce Hoogstraten, President, Geo-San, Inc.
11:40 a.m. – 12:25 p.m. How To Engage Today’s Consumer When Everything Has Changed – Part I
John Waupsh, Chief Innovation Officer, Kasasa
12:25 p.m. – 1:35 p.m. (GP) Group Luncheon
1:35 p.m.  – 2:20 p.m. How To Engage Today’s Consumer When Everything Has Changed – Part II
John Waupsh, Chief Innovation Officer, Kasasa
2:25 p.m. – 3:25 p .m. The Paradigm Shift of Leadership
DeeDee Myers, PhD, MSC, PCC, CEO, DDJ Myers, Ltd.
3:25 p.m. – 3:45 p.m. Daily Wrap-Up

Wednesday, 10-10-18

7:45 a.m. – 8:45 a.m. (GP)                                        Exclusive CEO/Chair Sit-Down Breakfast (Strictly for CEOs, Chairs and their registered guests)
7:45 a.m. – 8:45 a.m. (GP) Sit-Down Breakfast
8:45 a.m. – 9:00 a.m. Introduction
9:00 a.m. – 10:00 a.m.
What Are C & D Papers And How Do They Affect The Bottom Line
Sheilah Montgomery, Strategic Management Consultant, Proactive Impact, LLC
10:00 a.m. – 10:20 a.m. Networking/Refreshment Break
10:20 a.m. – 11:20 a.m. Roundtable Discussion By Asset Size: One of the most valuable aspects of attending a conference is the opportunity to network with other credit union professionals from across the country. Networking with those from credit unions of similar asset size is even a greater benefit. Join fellow attendees for a roundtable session to discuss the pressing issues facing credit unions.
11:20 a.m. – 12:20 p.m. NCUA – Invited for An NCUA Update
12:20 p.m. – 1:30 p.m. (GP) Group Luncheon
1:30 p.m. – 2:30 p.m. Vision 2020: Setting The Stage for Success
Kevin Blair, CEO, NewGround
2:35 p.m. – 3:35 p.m. Speaking Security To The Board
Gene Fredriksen, Chief Security Strategist, PSCU
3:35 p.m. – 3:45 p.m. Daily Wrap-Up.

Thursday, 10-11-18

7:45 a.m. – 8:45 a.m. (GP) Sit-Down Breakfast
8:45 a.m. – 8:55 a.m. Introduction
8:55 a.m. – 9:55 a.m Improve Earnings By Effectively Managing The Financial Performance Of Your Products
Mike Kohl, President/CEO, Kohl Advisory Group
9:55 a.m. – 10:15 a.m. Networking/Refreshment Break
10:15 a.m. – 11:15 a.m. Will The Good Times Roll On? The Outlook For The Economy And Interest Rates
Thomas Simpson, Professor, Department of Economics, University of North Carolina Wilmington
11:20 a.m. – 12:20 p.m. Implementing Carver Policy Governance
Tom Glatt, Jr., Executive Consultant/Owner, Glatt Consulting
12:20 p.m. – 12:30 p.m. Conference Wrap-Up

Friday,12-12

Travel Day – Have a Safe Trip Home

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