Professional Documents
Culture Documents
Thousands trust this ONE EVENT for critical strategic guidance and leadership insight.
SAV E
$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!
www.cudirectors.com
866-620-5937
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?
CEOs
Board Chairs
Directors
Supervisory Committee Members
Senior Managers
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
www.cudirectors.com
866-620-5937
Agenda-at-a-glance
TUESDAY
AUG
THURSDAY
WEDNESDAY
AUG
3 Day 1
11:30 am - Noon M
obile Banking: Credit Union Killer or
Opportunity?
AUG
Workshops
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
FRIDAY
AUG
5 Day 3
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
Keynote Speakers
Tactics to Navigate the
Great Generational Divide and
Boost Performance in Your
CU with Curt Steinhorst
New!
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.
Sponsored by:
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.
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.
New!
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
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!
New!
DEEP-DIVE WORKSHOPS
Deep-dive Workshops
Tuesday, August 2, 2016
Real-life
Cost-effective,
And
New!
Prepare
Focus
And
Cybersecurity: Best
Practices to Protect Your
CU and Your Members
Lessons
Practical
And
What-if
What-if
What-if
What-if
What-if
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.
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.
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.)
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
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
Just
Added!
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
Sue Woodard
David Reed
Curt Steinhorst
Research Director,
Filene Research Institute
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
Jim Blaine
Michael Poulos
President/CEO, Michigan
First CU
Paul Lucas
Patty Jones
PaulJLucas.com
Marketing & Branding
John Moreno
Frank Diekmann
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.
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
Sponsors
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.
5 Ways to Register
AUGUST 25, 2016
CAESARS PALACE, LAS VEGAS
www.cudirectors.com
registrar@cudirectors.com
866-620-5937
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
Pre-Conference
Workshops
$495
$395
Guest
Registration
$395
CEO Conference
Registration
SAVE $100
Guest
Registration
$495
$395*
3-4 ATTENDEES:
5-6 ATTENDEES:
7+ ATTENDEES:
SAVE
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May 15, 2016
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www.cudirectors.com
866-620-5937