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This is the biggest, most content-rich, pure leadership event in the credit union industry.

Thousands trust this ONE EVENT for critical strategic guidance and leadership insight.

SAV E

AUGUST 25, 2016


CAESARS PALACE, LAS VEGAS

$100
Register by
May 15, 2016

Money-back Guarantee
Were so confident that this convention will meet every need in furthering
your credit unions success that were offering a 100% money-back guarantee,
no questions asked!

Group Pricing Information


Available. Call for details.

www.cudirectors.com

866-620-5937

Inspire. Share. Act.


Get ready for the Ultimate Experience at the
2016 Leadership Convention!

In addition to learning from 27 of the credit union movements most


thought-provoking leaders taking home 29 templates, checklists and
guides and participating in 30+ ALL-NEW workshops, sessions and
breakouts, here are just a few more NEW features to look forward to:
Supercharged Mobile App for MORE networking, in-session polling, up-to-the-minute
presentation downloads, and more!
Social Sharing Lounge in our Expanded Solutions Center featuring the credit union
movements most innovative service providers.
Expanded Digital Toolbox featuring robust, editable tools you can use immediately.
These are the same tools others pay thousands for you get at no additional charge!
Expanded Networking Breaks in our Solutions Center featuring hearty
bites and beverages.
Private VIP Hotel Check-In available ONLY for attendees of the
2016 Leadership Convention.
And much, much more!
Join the movements leaders for 4 exciting
days that are designed to inspire and prepare
your CU for the challenges ahead.
Look forward to seeing you in Vegas!

The Directors & CEOs Leadership


Convention is one of the best in
the country! The excitement and
fun at the event is clear by the
way both the staff and attendees
interact and engage!
BRANDON BUSHMAN,
FLEX CREDIT UNION TECHNOLOGY

Amanda McCoy, Co-Chair


Dennis J. Sullivan, Co-Chair

Group Pricing Information


Available. Call for details.

www.cudirectors.com

866-620-5937

SAV E

$100
Register by
May 15, 2016

Exclusive Night
of Comedy Performed by

Howie Mandel!
Who should attend?

AUGUST 25, 2016


CAESARS PALACE, LAS VEGAS

This is the biggest, most content-rich, pure


leadership event in the credit union industry.
Thousands trust this ONE EVENT for critical
strategic guidance and leadership insight.

CEOs
Board Chairs
Directors
Supervisory Committee Members
Senior Managers

Practical guidance and proven strategies including how


to compete in the fast-changing mobile banking market
reach new generations of members grow your CU despite
increased competition and tighter regulatory scrutiny and
field-test methods to build your brand for years to come!
Thought-provoking insights from our All-Time

Steve Wiley
Founder, The Lincoln
Leadership Institute

Sue Woodard
President & CEO,
Vantage Production

Curt Steinhorst
Founder & President,
Promentum Group

Deb McLean
VP of Marketing & Business
Development, Ca. Postal
Credit Union

Group Pricing Information


Available. Call for details.

Highest-Rated Speakers all in one place, all in Las


Vegas! For one week this is the center of the Credit Union
universe. These substantive, action-oriented sessions are
led by CU rock stars.

Dozens of take-home tools, planning documents,


checklists for marketing and brand development, stepby-step board assessments, templates for contracting with
vendors, case studies on successful growth strategies, and
much, much more.
More than 30 in-depth, straight-talking, no-holds-

barred sessions loaded with CU-tested instruction


you can begin to put to work immediately. These sessions
are GUARANTEED to deliver proven strategies you can use
immediately.
And much, much more!

www.cudirectors.com

866-620-5937

Agenda-at-a-glance
TUESDAY
AUG

THURSDAY

10:00 am 6:00 pm Convention Registration


1:00 pm 5:00 pm D
 eep-Dive Hot-Topic Workshops
(Choose one of our sessions packed
with leading-edge solutions.)

WEDNESDAY
AUG

3 Day 1

7:00 am 9:00 am Convention



Registration & Networking
Breakfast in the Solutions Center
9:00 am - 9:45 am T
 actics to Navigate the Great
Generational Divide
9:45 am - 10:15 am D
 o or Die: Power Tactics to Bulk Up and
Retain Membership for Years to Come
10:15 am - 10:45 am S
 afety & Soundness: Whats Hot and
Whats Ahead
10:45 am - 11:15 am Networking Refreshment Break in the
Solutions Center
11:15 am - 11:30 am Leadership Awards Ceremony

11:30 am - Noon M
 obile Banking: Credit Union Killer or
Opportunity?

Noon - 12:45 pm Networking Luncheon Power Session


12:45 pm - 1:30 pm Dessert Social in Solutions Center

AUG

Workshops

1:30 pm - 2:30 pm Breakout Sessions

2:30 pm - 3:00 pm N
 etworking Refreshment Break in the
Solutions Center

4 Day 2

7:30 am - 8:30 am P
 ower Breakfast of Champions
(Limited to first 200 paid registrants)
7:30 am - 8:30 am N
 etworking Continental Breakfast in
Solutions Center
8:45 am - 9:30 am L
 eadership Principles from the
Battlefield to the Boardroom
9:30 am - 10:00 am H
 igh or Low Energy? How Boards
Can Lead More Effectively
10:00 am - 10:30 am Networking Break in the Solutions
Center
10:30 am - 11:15 am Breakout Sessions

11:15 am - 11:45 am Networking Break in the Solutions


Center

11:45 am - 12:30 pm Breakout Sessions Repeat


12:30 pm - 1:15 pm Networking Luncheon

1:15 pm - 1:45 pm Ice Cream Social & Solutions Center


Finale
1:45 pm - 2:30 pm D
 ont Get Caught in a Kodak
Moment

2:30 pm - 3:00 pm 25 Proven, Bottom-Line Boosting


Ideas in 25 Minutes New
3:00 pm - 4:00 pm CEO Power Hour

FRIDAY
AUG

5 Day 3

3:00 pm - 4:00 pm Breakout Sessions Repeat

7:30 am - 9:00 am Networking Buffet Breakfast

6:00 pm - 7:30 pm Belly Busting Welcome Reception in the


Solutions Center

9:00 am - 10:00 am Turning Ideas into Action

8:00 pm - 9:00 pm T
 he Leadership Convention Comedy
Factory: Howie Mandel

10:00 am - 11:00 am L
 eading Change: How to Focus
When Everyone Demands More!
More! More!

If you are looking at your credit union for growth, safety and soundness,
this conference should take center stage in your future planning.
MARK CROSBY, BOARD CHAIRMAN, BORDER FCU

KE YNOTE SPE AKE RS

Keynote Speakers
Tactics to Navigate the
Great Generational Divide and
Boost Performance in Your
CU with Curt Steinhorst

Do or Die: Power Tactics to Bulk


Up and Retain Membership for
Years to Come

Curt Steinhorst, Founder & President,


Promentum Group

Youre either growing or dying; there


is no in between. Tim Harrington
shows step-by-step how to
grow and retain your members
and your ROA with proven
methods you can use right away.
The secret is to focus on the one
or two things that make your CU great!
Not just good or slightly better than the competition,
but GREAT! Dont worry. Tim will walk you through each
step of the process to help you identify your niche in the
market and stand out from the rest.

For the first time in history, four


distinctly different generations
are working side by side. Each of
these four generations is guided
by a different set of values, beliefs,
and expectations. Curt reveals each
generations preferences to highlight what
they bring to the workforce and shares The Center for
Generational Kinetics field-tested process which CU
leaders can immediately rely on to lead a culture of
collaboration, innovation, engagement, teamwork, and
performance across ALL generations.

Dont Get Caught in a Kodak


Moment: 6 Solutions to Survive
and Thrive!
Jim Blaine, CEO, North Carolina State
Employees Credit Union
Are credit unions facing a
Kodak Moment? Once
a tagline for capturing an
event on film for posterity,
it captures another image: a
once dominant player that refused
to change with the market and finds itself struggling
to survive. Jim Blaine, CEO of North Carolina State
Employees Credit Union, warns that many CUs could
follow the likes of Kodak, Circuit City and Blockbuster
video if they dont change. Consider the facts: Just
250 CUs control 80% of the membership in the U.S.
the movement continues to consolidate federal
and state regulatory requirements continue to mount
the top 5 banks own more than 50% of the financial
industry the list goes on.

Tim Harrington, President, T.E.A.M. Resources

Turning Ideas into Action


Sue Woodard, President & CEO,
Vantage Production
The excitement continues as
Sue Woodard returns to center
stage to reveal the secrets of
taking ideas and turning them
into highly sought-after & profitable
services for your members. As head of
the nations premier technology for selling and marketing
mortgage products she understands firsthand the
challenges you face. And as a guest on Jim Cramers
Mad Money and CNBCs SquawkBox no one can deliver
with the passion and enthusiasm like she can.

Mobile Banking: Credit Union


Killer or Opportunity?
Dave DeFazio, Partner, Strategy Corps
For every CU leader the story is dire
and the facts are scary: 2 out of
every 3 people in the country
have a relationship with one
of the Big 5 Banks. For credit
unions, the figure is just 14%. Every

NOTE: We highly recommend that you attend the


Mobile Banking Hot Topic Workshop, August 2, for a
deep dive into this fast-changing field.

25 Proven, Bottom-Line Boosting


Ideas in 25 Minutes
Frank Diekmann, Cooperator-in-Chief
and Co-founder of CUToday.info

New!

Bring a hefty note pad to this


session as Frank Diekmann
reveals 25 innovative CU
solutions in just 25 minutes. No
talk of whats wrong with credit
unions! As head of the nations #1
digital news channel for CUs, Diekmann is in position to
explore whats working and how other CUs achieve
dramatic results so you can copy and plug these 25
imaginative ideas into your operation. Based on his indepth analysis of the brightest minds in the movement,
hell share practical ideas and results proven to work.

Leading Change: How to


Focus When Everyone Demands
More! More! More!
Patrick Adams, CEO, St. Louis
Community Credit Union
The Leadership Conventions
All-Time Highest-Rated Speaker
is back! Always thought-provoking
and entertaining, Patrick Adams
returns to close out the convention with a one-of-akind session that will both inspire you and challenge
you. To compete amid dramatic change, the key is
to narrow the focus of your CU. Join us in this grand
finale as Patrick reveals the difference between
temporary disruption (delinquency and loan loss)
and fundamental change (mobile banking) define
your niche and OWN it in the market take on
more risk and know when to say, No to more
products and services.

Leadership Principles from the


Battlefield to the Boardroom
Steve Wiley, Founder, Lincoln
Leadership Institute
History becomes a metaphor
and the stories of the Battle of
Gettysburg a rapidly changing,
stressful environment, with limited
information and limited resources
are examined by the Lincoln Leadership Institutes
founder and president, Steve Wiley. Using the same
principles that some of the top CUs are now using in
their leadership training, Steve explores the leadership
of Col. Joshua Chamberlain, Commander of the 20th
Maine and his need to protect the left flank of the
Union Army at Gettysburg.

Safety & Soundness: Whats Hot


and Whats Ahead
Hear firsthand from an NCUA representative as they
address some of the most controversial actions the
agency has recently taken. Find out how the credit
union movements chief regulator plans to enforce
new rules covering: risk-based capital; fiduciary
requirements for directors; member business lending;
the much-anticipated cyber-security rules; and
disclosures under the Home Mortgage Disclosure
Act. You will take home tips and tactics your CU will
benefit from immediately.

DE E P DIVE HOT TOPIC K


WEOYRNKOSTHEOSPPSE A K E R S

day, more of your members are making the switch to Big


Banks. The #1 reason? Mobile banking. Eighty percent
are making the switch to Big Banks and only 8% are
switching to CUs.

High or low energy? How Boards


Can Lead More Effectively
Ben Rogers, Research Director,
Filene Research Institute
Ben Rogers, another one of our
All-Time Highest-Rated speakers,
returns to share the amazing findings
of a groundbreaking study from Filene
Research Institute that reveals how effective CUs are
recruiting and retaining top board talent aligning the
boards with the make-up of their membership
regularly assessing their boards strengths and
weaknesses (see what a truly effective process looks
like!) and increasing board diversity.

B R E A KO UT S E S S I O N S

Breakout Sessions
Lending: A Model for Lower Costs and Better ROA
Brett Christensen, Owner, CU Lending Advice, LLC
Discover the key to producing more loans at dramatically lower costs.
 TAKE HOME BONUS: Every attendee gets the same unique benchmarking data and
metrics Brett Christensen uses with his own clients.

Practical Investment Strategies to Help Offset


Increasing Employee Benefit Costs

Sponsored by:

Christian Zernich, Founding Partner, Executive Benefits Solutions;


Daniel Jacoby, Chief Investment Officer, Executive Benefits Solutions
In this session, you will learn how to analyze your current benefit situation, how
you can plan ahead with a pre-funding strategy and how to make sure your plan is
compliant with federal and/or state regulation.

7 Secrets of High-Performing Boards


Deedee Myers, CEO, DDJ Myers
Deedee returns to unveil the 7 secrets every board should follow. Plus, she
reveals the action steps you can use to reinvigorate and re-imagine your boards
succession plan one of the key ingredients to grow your CU.

Give Charitably and Enhance Your CUs Bottom Line!


John Moreno, Executive Benefits Specialist, CUNA Mutual

Sponsored by:

Learn how the Charitable Donation Account (CDA) can help improve your
donation activity as well as return additional income to the credit union,
through a variety of higher-yielding investments approved by the NCUA.

Is it Time for Shared Leadership in the CEO Office?


Jon Hernandez, CEO, CalCom CU, Mattel FCU, Nikkei CU

New!

CEO hiring is one of the top priorities for CUs. But why not consider another
alternative: Shared Leadership? Rather than merging or folding CUs, Jon Hernandez
will share his experience of serving as CEO of three credit unions.

An Insiders Look at One of the Largest Frauds in CU History


Bob Kravetz, Expert Witness in the case, former Board Chairman
of the Department of Labor FCU
Expert Witness and long-time CU Board expert Bob Kravetz reveals the 5 red
flags that the Board of Directors at St. Paul Croatian FCU should have spotted
and the lessons learned for ALL directors.
4

New!

Swimming with the Sharks? Try this Blue Ocean Formula


Paul Lucas, President, PaulJLucas.com
The formula is simple: Brand awareness + frequency + depth = ROI. Today, some of the top
performing CUs from $50 million to $5 billion are using this same Blue Ocean Formula to drive
lending and increase market share.
 TAKE HOME BONUS: Lucas Top 5 things directors should expect from their marketing team.

Marketing 201: The Difference is in Your Story. So Whats Your Story?


Deb McLean, VP of Marketing & Business Development, Carolina Postal Credit Union
Brash, bold and passionate about the mission of CUs, McLean shows how the CU is telling
the story of how it is improving peoples lives. Focus on the story and the numbers will follow.

Credit Union 2025: How Will Credit Unions Change


in the Next 10 Years!
Ben Rogers, Research Director, Filene Research Institute
The credit union of tomorrow will look nothing like it does today. Take a journey with Ben
Rogers as he takes you into the future and explores what a credit union will face in 2025.
Based on Filene Research Institutes thought-provoking prognostications, you will take home
the Top 5 most important predictions that will impact your credit union.

D E E P D I V E H O T T O P I CB W
R EOARKKOSUHTO S
PE
SS S I O N S

Breakout Sessions

4 Keys to Managing Risk: A Proven Model for CUs of All Sizes


Joe Ghammashi, EVP Chief Risk Officer, Corporate One FCU
There is no off-the-shelf solution to managing risk. Each CU must create its own system
for managing credit risk, interest rate risk, reputation risk and operations risk. Discover how
you can put this proven model to work in your CU and ensure youre in compliance.

Tactics to Identify, Groom and Nurture Future Leaders


Michael Poulos, President/CEO, Michigan First CU;
Patty Jones, Chief Human Resource Officer, Michigan First CU

New!

Whats the #1 reason (good) employees leave to work someplace else? Poor leadership. Its not
the leadership at the executive level that drives employees away but their direct supervisors.
Take everything you can from Michigan First CU as they share how they met this challenge
head-on by developing their own Leadership Academy. Also learn how to build your own!

Executive Benefits: When Is Enough, Enough?


Tom Telford, Principal, BFB Gallagher, South Ogden, UT
Executive benefit plans are a critical tool in recruiting, rewarding, and retaining your
key leadership. Its the boards responsibility and duty as stewards of the credit union
to regularly assess the compensation packages of the executive team. Find out how to
create a win-win environment for both the executive and the credit union.

New!

DEEP-DIVE WORKSHOPS

Deep-dive Workshops
Tuesday, August 2, 2016

Deep Dive Workshop 1

Deep Dive Workshop 2

Creating and Deploying


New!
Innovative Mobile
Experiences: Proven Strategies
to Compete in a Fast-Changing
Digital World

Roll Up Your Sleeves


and Dig into the Numbers:
Understanding What Your CUs
Financials Really Mean

Keith Riddle, SVP, Chief


Product Management Officer,
Corporate One FCU

Master the art of thin-slicing the ability to see patterns


and analyze situations quickly. No one breaks down
a credit unions financials like one of NDCLCs all-time
highest rated speakers, Tim Harrington. Youll take
home new ways to interpret your CUs most important
numbers so you can make informed decisions, boost
efficiency and maximize return on investments.

The future is here. For years, CU leaders have


wondered how mobile banking and digital
engagement will change the market. You dont have to
wonder any longer
More than 40% of online customers (notice we didnt
say members) are adopting mobile banking. Its a
leading reason customers decide where to bank.
Financial institutions that offer mobile deposits average
60% more logins and transactions per month. The
question is: What is your CU doing to compete?
We will take you through a comprehensive review of
digital experiences existing members and prospective
members encounter today, and assist you in
assembling strategies to compete for new members
and enhance the relationship with existing members
within a digital ecosystem. This session is packed with
costly lessons learned (so you dont make the same
mistake) and proven methods to grow your CU.
You get:
Practical

digital engagement and mobile


experience strategies ANY size CU can use.

Real-life

mobile applications to enroll and onboard


members so they can begin doing business with
you right away.

Cost-effective,

strategic solutions for controlling the


deployment of your mobile experiences.

And

New!

much, much more.

Tim Harrington, President, T.E.A.M. Resources

Now, more than ever, it is critical for board members


to beef up financial literacy skills. NCUA states that
board members have:
at least a working familiarity with basic finance
and accounting practices, including the ability to read
and understand the credit unions balance sheet and
income statement and the ability to ask, as appropriate,
substantive questions of management and auditors.
Dont worry. Tim will help you make sense of your
balance sheet and income statement in plain-English.
Find out how to:
Quickly

assess your CUs financial condition so you


instantly know whats working and whats not.

Prepare

for a rising rate environment and how it may


impact your financials.

Focus

on just 7 of the key figures (theyre not the


same for every organization!) that have most impact
on your CU.

And

much, much more.

TAKE HOME BONUS: Attendees of this Hot


Topic Deep Dive will get their CUs financials as
reported to the NCUA so you can learn firsthand
how to analyze your institution like a pro.

TERRI BARBER, DIRECTOR, WYMAR

Deep Dive Workshop 3

Deep Dive Workshop 4

Cybersecurity: Best
Practices to Protect Your
CU and Your Members

Reimagine the Way


You Think About and
Approach Strategic Planning

David Reed, Partner, Reed & Jolly

Jim This, CEO, James L. This & Associates

Fact is, its not a matter of if you will be attacked, but


when. Cyber security experts agree that how you
respond is just as critical as what youre doing now to
minimize exposure.

Its time to put an end to conventional strategic


planning once and for all! Why? Because its the same
song and dance year-after-year: collect data, dim the
lights and imagine a future 5 or 10 years from now,
prepare lengthy reports and, behold, a direction for
the organization surfaces! Truth is, by the end of this
time-consuming, expensive process most boards are
frustrated by the lack of impact the strategic plan has
on their CUs. For most, the strategic plan sits on a shelf
collecting dust.

You will get nuts-and-bolts steps to prepare for the


worst and at the same time try to protect your
members data, your capital and your reputation.
WARNING: Policies and guidelines arent enough to
thwart cyber bandits.
Get firsthand, no-nonsense advice from some of
the countrys sharpest, best prepared CUs. You will
discover:
The

5 questions every director should ask your


IT team and vendors and the answers you
should expect to hear.

Lessons

learned from CUs that have


experienced the worst and measures theyve
taken to prevent a repeat.

Practical

advice to guard against threats.

to manage third-party vendors to keep


your members data safe.

Your credit union needs to not just plan, but anticipate


the what-ifs.
What-if

to expect from new cyber security regs so


you dont get blind-sided.

And

much, much more

This is not nice-to-know guidance, it is must-know


Code Red information.
 AKE HOME BONUS: Take home contract
T
language and agreements youll need to
ensure compliance.

interest rates rise or remain stagnant?

What-if

(heaven forbid) our CEO can no longer run


the CU?

What-if

the local economy tanks or takes off?

What-if

you merge with another CU?

What-if

inflation begins to take off?

What-if

the average age of membership continues

to rise?

How

What

D E E P D I V E H OT TOD
P IECE PW- O
DR
I VKES H
WOOPRSK S H O P S

This was my first conference as a new board member. I am in the learning mode!
While I feel my credit union is on the right track, we have a long way to go. This
conference confirmed this and gave me information to move forward.

What-if one of our largest employers is forced to shut


down?

How will your CU respond? Discover how to turn your


planning process into a powerful force that enables
your entire leadership team to prepare for the future
whatever it brings!
TAKE HOME BONUS: During this highly
engaging and interactive workshop, you will
walk away with a head-start on your plan you
can take back to your credit union.

Networking Opportunities
Get face-to-face with your peers at one, two, or all of these
exciting networking opportunities:

Wednesday, August 3
The Leadership Comedy
Factory Presents: Howie
Mandel
Laugh the night away with a private comedic
performance by Howie Mandel!
Howies versatile career has encompassed
virtually all aspects of the entertainment
spectrum, including television, film and
stage. From his work on the Emmy-Award
winning St. Elsewhere to the international
animated childrens series Bobbys World,
Howie has become a mainstay of the
American comedy scene. He also serves
as one of the judges on NBCs summer hit
talent competition series, Americas Got
Talent, alongside Heidi Klum, Mel B and
Howard Stern. Previously, Howie received
an Emmy nomination for Outstanding
Host For A Reality or Reality-Competition
Program for Deal or No Deal and a Daytime
Emmy nomination for Outstanding Game
Show Host for the syndicated version of
the show.

Thursday, August 4
Luncheon Power Hour
Enjoy a plated, 3-course meal without the
interruption of a speaker on-stage. This is
your chance to thought share!

Dessert Social
Get your sugar fix while you shake hands
with the most innovative service providers
in our Solutions Center.

The Comedy Factory


Social Mixer
Food, fun, drinks, OH MY! Before Howie
takes the stage, well fill your belly with
more than laughs. Join us in our Solutions
Center for a full meal, drinks, and the
chance to meet our innovative Solution
Providers.

CEO Best Practices


Power Session
Come to our expanded just-for-CEOs
roundtable. This year, our CEO roundtable
will be longer so you can dig into sticky
challenges and facilitated by industry
experts. You can interact with your peers,
share stories and problem solve together. Well
also set aside some free-form time so you can
meet and mix with your CEO peers, too.

Power Breakfast of
Champions
This event fills up every year! Enjoy a hot,
plated breakfast with your peers at this
exchange of best practices. Your head may
hurt when you leave from the dozens of ideas
youll hear, and how they proved successful
for your fellow credit union leaders. (limited
to the first 200 paid registrants.)

Networking Ice Cream


Extravaganza!
A convention favorite, the networking Ice
Cream social is sure to please your sweet
tooth and collaborative cravings. Satisfy
your chocolate fix, and share the best ideas
you learned during the days breakout
sessions. We know you will have plenty to
talk about!

In addition to the events above,


youll have the opportunity
to meet your peers at our
daily continental breakfasts,
refreshment breaks, and dessert
socials.

I have attended the Annual National Directors


convention as a supervisory committee member, as
a board member and as CEO it has always been a
great investment in education and networking!
CATHY ELLIS, CEO, MEIJER CU, GRAND RAPIDS, MI

Guest Experience Package


THE LEADERSHIP CONVENTION
Credit unions are all about community and giving
back! We hope to make an impact in our very
home every August, Las Vegas, with your support!

Community
Builder

Like any big city, there are those in need. Hundreds of non-profits and community outreach
centers work tirelessly to feed the homeless, support local animal shelters, food drives, and
collect school supplies. This is our chance to give back! We will be partnering with local
non-profits in the Las Vegas community for a day of
outreach. How does this work?
We will designate a number of volunteer opportunities
over the next few months.
For 4 hours on Wednesday, August 3rd, you will
volunteer your time to a selected organization. Youll
receive an awesome Leadership Volunteer t-shirt to
wear during your time in the community.
We will start the day with a hearty buffet breakfast to
make sure youre loaded with lots of energy.
On Thursday morning, we will have a special leadership
ceremony for those who participate. More details to
come

In addition to the Community


Builder program, your Guest
Experience package will
score you:
A complimentary ticket to
a private performance by
Howie Mandel.
Access to all continental
breakfasts, breaks, ice cream
socials, the welcome mixer,
and plated luncheons.
10% discount at all Caesars
Palace restaurants simply by
showing your badge.
And much, much more!

Venue Information
Caesars Palace
3570 Las Vegas Boulevard South, Las Vegas, NV 89109
Phone: (866) 227-5938
Room Rate: $175 per night / $25 per night resort fee is waived!
Cut-Off Date: June 20, 2016
Reservations: Toll free: (800) 342-7724

Private VIP Check-In

Just
Added!

Dont stand in line waiting to check-in with the sea of other


guests. Weve set up a private check-in at the hotel exclusive
for our Leadership Convention attendees. Our secret checkin will have the friendliest of staff, shorter lines, and a chance
to network with your peers from the minute you land.

Weve reserved a limited number of rooms at Caesars Palace


for special discounted rates. Just call the hotel directly to
reserve your room. Note: Tell the reservation agent that you are
attending the Leadership Convention to ensure you receive the
special discounted rate of your choice. Use code SCAND6 when
registering.

Superior Savings from

Book your room and save big! Check out the new deals from
our friends at Caesars Palace:
1 0% off ALL restaurants in Caesars Palace including
Mesa Grill, Bacchalal Buffet, Old Homestead and Raos.
F
 REE WiFi internet (1 device) in your hotel room.
No
 charge ($20 savings!) for use of the gym facilities.
1 0% off ALL spa services at QUA.

Hotel Deposit & Cancellation Policy: Caesars Palace requires a first nights
deposit of suite and applicable tax charges, to guarantee accommodations.
Note: Room cancellations must be made at least 7 days prior to the scheduled
arrival date. Hotel check in time is 3:00 pm.

Travel Discounts
Rental Car Discount:
Avis Car Rental is offering attendees discounted rates. To take
advantage of these rates please call (800) 331-1212 and mention
AWD #T706699.

Airline Discount:
United Airlines is offering savings up to 10% off published
domestic airfares. Call United Airlines directly at (800) 521-4041
and provide the Z Code ZVGF and Agreement Code 828894.
There will be a $25 service fee collected, per ticket, for all tickets
issued through United Meetings Reservations. To avoid a service
fee and receive an additional 3% discount, book your reservations
online at www.united.com. Enter both your Z-code and Agreement
code (without a space) in the Offer Code Box.

Speakers
Steve Wiley

Joe Ghammashi

Founder, The Lincoln


Leadership Institute

EVP Chief Risk Officer,


Corporate One FCU

Sue Woodard

David Reed

President & CEO, Vantage


Production

Partner, Reed & Jolly

Curt Steinhorst

Research Director,
Filene Research Institute

Founder & President,


Promentum Group

Deedee Myers
CEO, DDJ Myers

Tim Harrington
President, T.E.A.M.
Resources

Daniel Jacoby
Chief Investment Officer,
Executive Benefits Solutions

Christian Zernich
Founding Partner, Executive
Benefits Solutions

Patrick Adams

Ben Rogers

Dave DeFazio
Partner, Strategy Corps

Brett Christensen
Owner, CU Lending Advice, LLC

Deb McLean
VP of Marketing & Business
Development, Ca. Postal
Credit Union

Jim This
CEO, James L. This &
Associates

Keith Riddle, SVP

CEO, St. Louis Community CU

Chief Product Management


Officer, Corporate One FCU

Jim Blaine

Michael Poulos

CEO, North Carolina State


Employees Credit Union

President/CEO, Michigan
First CU

Paul Lucas

Patty Jones

PaulJLucas.com
Marketing & Branding

Chief Human Resource Officer,


Michigan First CU

John Moreno

Frank Diekmann

Executive Benefits Specialist,


CUNA Mutual

Cooperator-in-Chief and
Co-founder of CUToday.info

The Leadership
Awards Ceremony:
Dont Hide Your
Heroes!
Some directors do astounding work for their credit
unions, their communities and the movement. They are
true industry heroes. But far too often, too few people
know about it. Thats not right.
We know you have some great stories to share about
the best directors working out there today.
What are you waiting for? Share them with us. Give
these great directors the exposure and honor they
deserve.
Again this year at the Leadership Convention, we
will honor board excellence in all its richness and
diversity. And we want to know about the board
member at your credit union who provided truly
inspired, visionary leadership. We also want to know
about a leader who has provided years if not decades
of devoted leadership.
Any CU director or CEO may nominate a director for
either honor, the Leadership Award or the Distinguished
Service Award. The induction ceremony will take place
at the convention on August 3, 2016 before a packed
house of appreciative peers.

To nominate a director please go to


www.cudirectors.com/special-events and
download the nomination form or call
(866) 620-5937 for further details.
Nominations must be received by May 15, 2016.

This was a first year and we found the Directors and CEOs Leadership
Convention to be EXCELLENT!! So Looking forward to next year.
CHRIS PELUSO, MERCURY INSURANCE

Speakers were outstanding. There was a diverse range of topics. Sessions were
full of content, substance and experience. Everything was well organized and
strategically thought-out. This was worth my time and money.
DEBORAH LAU OKAMURA, HAWAIIAN TEL FCU, HONOLULU, HI

78% Sold Out

Sponsors

Showcase Your Company to Over 1,200 CU Decision Makers


The 39th Directors & CEOs Leadership Convention draws key decision-makers from credit
unions across the country. Even better, many CEOs bring their ENTIRE board to the convention.
Close sales on the spot when all the key players are gathered to explore your solutions to their
critical challenges.

5 Benefits Of Getting In Front Of Our Decision-Maker Attendees:


Showcase your companys solutions to solve credit union challenges
Generate highly-qualified decision-maker leads through unique branding opportunities
Boost your firms presence at the industrys most top-rated, well-attended convention
Ensure your solution becomes a valuable asset in credit unions nationwide
Close the deal by networking with key decision-makers & Chairman of the Board

Unparalleled Exposure
By partnering with the 39th National Directors & CEOs Leadership Convention you can take advantage
of our world-class marketing to gain the best exposure for your company. As a sponsor, your companys
brand appears throughout our print and e-marketing campaigns.
It doesnt stop there. Dont miss the opportunity to have your linkable logo and company information
included on the official convention website.

For advertising and sponsorship inquiries, call Jose Centeno at (301) 287-2402
or email jcenteno@cudirectors.com.

My company exhibits at quite a few conventions each year covering different


industry segments. The Directors & CEOs Leadership Convention crew are really
top-notch professionals and the conference provided just the right audience for
our products and services. We are proud of our association with the leadership
convention and cant wait for next year!
DOUGLAS OTT, NADA USED CAR GUIDE

5 Ways to Register
AUGUST 25, 2016
CAESARS PALACE, LAS VEGAS

www.cudirectors.com

registrar@cudirectors.com

866-620-5937

 irectors & CEOs Leadership Convention


D
9737 Washingtonian Blvd., Ste. 502
Gaithersburg, MD 20878

301-527-1316

YES! Sign us up for the 39th Directors & CEOs Leadership Convention.
We understand that the registration fee includes all admittance to sessions,
continental breakfasts, luncheons, refreshment breaks, receptions, working
materials and admittance to an exclusive performance by Howie Mandel. We
also understand that the guest experience package includes admittance to
2 continental breakfasts, 2 luncheons, 1 buffet breakfast, 1 community builder
program, refreshment breaks and the welcome reception. Guest registration is
necessary to attend one or all of these events and must be received prior to the
event to ensure space.

Pre-Conference
Workshops

Conference
Registration
$1,195

$1,095*

$495

$395*

MONEY-BACK
GUARANTEE

YES! Our CEO wants to join us.


(Full conference registration August 35, 2016; does not include Pre-conference
Workshop on August 3.)

Pre-Conference
Workshops

$495

$395

Expires May 15th


Signup today!

Guest
Registration

$395

CEO Conference
Registration

SAVE $100

Guest
Registration
$495

$395*

SPECIAL GROUP PRICING!


Save up to $300 per attendee with our group discounts.
Contact us at (866) 620-5937 for more information.

3-4 ATTENDEES:

5-6 ATTENDEES:

7+ ATTENDEES:

CEO Comes Free,


Attendee Rate is $1,045

CEO Comes Free,


Attendee Rate is $945

CEO Comes Free,


Attendee Rate is $895

Were so confident that


this convention will meet
every need in furthering
your credit unions success
that were offering a 100%
money-back guarantee, no
questions asked!

Cancellations and Substitutions: If youre


unable to attend, youre welcome to send
a substitute. Or, if you cancel in writing
by Monday, May 2, 2016 you may get a
full refund. After that date, there is no
refund, but you may use your registration
fee at any future Directors Convention.
Registrants who do not cancel and do not
attend are liable for the full conference fee.
Cancellations via phone will not be accepted.

Questions? E-mail our customer care team at registrar@cudirectors.com or call us at 866-620-5937.

This leadership conference was so well organized, had efficient


introductions, and transition from whole group to break-out
groups was amazing! Topics were relevant to all credit unions
regardless of size. So much food for thought! Thank you!
MARY JANE HENSON, BOARD MEMBER, H&H CU

Exclusive CEO Benefits:


Strategy is as important as governance for credit union development, and nobody
brings you as much cutting-edge strategy as the National Directors & CEOs
Leadership Convention. Every session gives you not just what is happening, but
what you need to do about it. You come for the ideas and you leave with an action
plan. Here are just some of the reasons more than 200 credit union CEOs just like
you attend every year:
 CAPITALIZE ON THE ENERGY. Credit unions that bring five or more attendees
may, for additional charge, schedule a planning session in one of Caesars
beautifully appointed meeting rooms. Well pass along savings in food and
beverage, and audio visual needs. Plus, well make sure
your guests arrival is smooth sailing by setting up and
managing your hotel room block. Space is limited, so
register today! Call for details.
 TEAM DEVELOPMENT. Conscientious CEOs
learn and plan together with their boards.
Dozens of breakout sessions geared towards
board collaboration lets you and your
directors focus your learning.
 MAKE NEW CONNECTIONS. Meet
hundreds of credit union CEOs at the
expanded number of networking events.
Collaborate and learn whats working, whats
not, and what solutions theyve found successful.
Plus, strengthen your own relationships and
further a culture of teamwork when you attend
with your board.

AUGUST 25, 2016


CAESARS PALACE, LAS VEGAS

SAVE

REGISTER BY
May 15, 2016

This was a first year and we found


the Directors and CEOs Leadership
Convention to be EXCELLENT!! So
Looking forward to next year.
CHRIS PELUSO, MERCURY INSURANCE

Host Your Board Meeting at the Convention

SAVE
BIG!

Well help you coordinate the details to ensure a headache-free experience.


Enjoy complimentary meeting space, food and beverage discounts, and much,
much more! Please call (866) 620-5937
to secure your spot.
Limited Availability!

We have found it incredibly valuable to have our Board


Meeting on site during the Leadership Conference. It
allows us, as a team, to digest innovative ideas we just
learned, and immediately begin planning on how we
can implement them at our credit union.
SEAN M. CAHILL, PRESIDENT / CEO, SOUTHWEST 66 CREDIT UNION, ODESSA, TX.

Group Pricing Information


Available. Call for details.

www.cudirectors.com

866-620-5937

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