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Directors Conference

December 07 - 10, 2014

JW Marriott Desert Springs Resort & Spa
Palm Desert, CA

Your price:

Nonmember$2,345.00

CUES Member$1,145.00

Director Member$1,395.00

Schedule

SUNDAY, DECEMBER 7

7:00 am Breakfast/Golf Registration
8:30 am Golf Tournament - Shotgun start
12:30 – 1:00 pm Pre-Conference Workshop Registration
1:00 – 3:30 pm

Pre-Conference Workshop

Go Tell It On The Mountain: Telling Your Credit Union’s Story
Alix Patterson, chief operating officer, Callahan & Associates

2:30- 6:00 pm Conference Registration & Sponsor Showcase Open
6:30 – 8:30 pm  Welcome Party

 

MONDAY, DECEMBER 8 

7:00 - 8:00 am  Breakfast
8:00 - 9:15 am  Opening General Session

The Big Shift: How Customer Behavior & Technology is Changing the Future of Financial Services
Brett King, bestselling author of Bank 2.0, CEO of Moven
9:15 - 9:30 am  Networking Refreshment Break
9:30 – 10:45 am  Concurrent Breakout Sessions (repeated at 11:00 am)

Think Big, Act Small--Succeeding as a Right-Sized, Entrepreneurial Credit Union
Jeff Rendel, president, Rising Above Enterprises

Culture Eats Strategy for Breakfast:  Developing a Board Culture That Supports Your Strategy
Michael Daigneault, CEO, Quantum Governance, L3C

Welcome to the New Frontier: Rethinking M & A
Michael Bell, attorney and counselor, Howard & Howard, PLLC

Evolutionary Governance in Ever-Changing Markets
John Oliver, president, Laurel Management Systems Inc.
10:45 – 11:00 am  Networking Refreshment Break
11:00 am – 12:15 pm  Concurrent Breakouts (repeated from 9:30 am)

Think Big, Act Small--Succeeding as a Right-Sized, Entrepreneurial Credit Union
Jeff Rendel, president, Rising Above Enterprises

Culture Eats Strategy for Breakfast:  Developing a Board Culture That Supports Your Strategy
Michael Daigneault, CEO, Quantum Governance, L3C

Welcome to the New Frontier: Rethinking M & A
Michael Bell, attorney and counselor, Howard & Howard, PLLC

Evolutionary Governance in Ever-Changing Markets
John Oliver, president, Laurel Management Systems Inc.
12:15 - 2:30 pm  Luncheon and General Session

Absolute Honesty
Larry Johnsonn, corporate culture expert, author Absolute Honesty
2:30 – 2:45 pm  Networking Refreshment Break
2:45 – 3:45 pm  Roundtable Discussions

 

TUESDAY, DECEMBER 9 

7:00 - 8:00 am  Breakfast
8:00 - 9:00 am  General Session

Insights Illuminating the Path Ahead: Filene’s Top 25 Insights in 25 Years
Mark Meyer, CEO, Filene Research Institute
9:00 - 9:15 am  Networking Refreshment Break
9:15 - 10:30 am  Concurrent Breakouts (repeated at 10:45 a.m.)

Is Your Credit Card Program All It Can Be (because most aren’t)?
Tim Kolk, owner, TRK Advisors, LLC

The Future is Here: Helping Your Credit Union Remain Relevant for Years to Come
Jim Kasch, CEO, Darden Employees Federal Credit Union

Evolution of the Branch Delivery System--Steps to a Successful Transformation Strategy
Joe Sullivan, CEO, Market Insights, Inc.
10:30 – 10:45 am  Networking Refreshment Break
10:45 – 12:00 pm  Concurrent Breakouts (repeated from 9:15)

Is Your Credit Card Program All It Can Be (because most aren’t)?
Tim Kolk, owner, TRK Advisors, LLC

The Future is Here: Helping Your Credit Union Remain Relevant for Years to Come
Jim Kasch, CEO, Darden Employees Federal Credit Union

Evolution of the Branch Delivery System--Steps to a Successful Transformation Strategy
Joe Sullivan, CEO, Market Insights, Inc.

 

WEDNESDAY, DECEMBER 10

7:00 - 8:00 am  Breakfast
8:00 - 9:15 am  General Session

Business in an Uncertain Economy: The Best Strategies for Profitability in an Ever-changing World
Dr. Bill Conerly, economist, Conerly Consulting, LLC
9:15 - 9:30 am  Networking Refreshment Break
9:30 - 10:30 am  Closing General Session

Creating a Culture of Innovation
Doug Rauch, former CEO, Trader Joe’s
10:30 am  Conclusion of Conference

 

Sessions

Keynote and breakout sessions, lectures and discussions—Directors Conference has it all. This year’s lineup features innovators, economists, financial industry disruptors, and other experts, all geared toward increasing volunteer financial savvy.

General Sessions

Creating a Culture of Innovation
Doug Rauch, former CEO, Trader Joe’s

How did Trader Joe’s, a company that started as a 7/11 knockoff, become the hottest retailer in America? Through his experience at the popular grocer and Daily Table (where he developed an innovative way to provide both grab-n-go meals and basic groceries at pennies on the dollar), Rauch has learned to be a master of innovation. With the mantra “innovate or die,” he shows organizations how to consistently push for new and better ways to perform. The most important first step is instilling a culture of innovation. Rauch believes that culture is an organization’s DNA – the only thing a company has that can’t be copied or stolen and the most important factor in whether it can successfully innovate and lead change. In a multimedia presentation filled with great stories and case studies, Rauch shares how to create a self-sustaining culture of innovation that embraces failure and constantly pushes the envelope forward. 


The Big Shift: How Customer Behavior & Technology is Changing the Future of Financial Services

Brett King, bestselling author of Bank 2.0, CEO of Moven

Customer behavior is rapidly changing and financial institutions need to reinvent themselves or risk becoming irrelevant. The rules of engagement have changed. Checks are disappearing and cash is next. Mobile phones will replace wallets, consumers and their behaviors have shifted. The industry has to evolve alongside these changes. Brett shows companies how to adopt and thrive in this new environment. This presentation will give your organization an insight on the three phases of disruptive change and the trends business can’t afford to ignore.

  • Learn about the evolution of consumer behavior and examine the trends, innovations and technologies that are likely to have the most significant impact over the next decade.
  • Understand the key issues that choke the development of innovation across organizations and learn how to identify the quick wins that can justify improvement programs.



Business in an Uncertain Economy: The Best Strategies for Profitability in an Ever-changing World

Dr. Bill Conerly, economist, Conerly Consulting, LLC

Dr. Conerly provides business leaders with the tools that they need to manage in an uncertain economy. He first presents the economic outlook with an emphasis on the risks that lie ahead. He then offers business leaders specific methods for dealing with this uncertainty. This unique presentation builds on Dr. Conerly’s expertise in economics as well as his many years of experience helping businesses navigate uncharted economic waters.


Absolute Honesty
Larry Johnsonn, corporate culture expert, author Absolute Honesty

Let’s face it. Communicating with absolute honesty – honest, no nonsense communication -- in today’s world is more rare than common. In this dynamic, fast-moving and delightfully humorous presentation, Larry shows you how to enhance your leadership skills by establishing a new standard of communication – a standard that encourages honest and candid discussions, frank expression of opinions, and healthy debate. 


Insights Illuminating the Path Ahead: Filene's Top 25 Insights in 25 Years

Mark Meyer, CEO, Filene Research Institute

A fast-paced, energetic presentation covering insights from dozens of fresh research and innovation projects in production at Filene. With access to bright academic minds, financial consulting experts, well-known economists, and industry thought-leaders, Filene developed the world's largest research and innovation library to draw information that is necessary to make critical business decisions. This up-to-date briefing also engages relevant key Filene findings and perspectives specific to credit union board governance and prescribes real-world solutions. With 25 years of research and innovation behind them, Mark uses insights from the Filene archive to illuminate the path ahead for credit unions.


Breakout Sessions

Evolution of the Branch Delivery System--Steps to a Successful Transformation Strategy
Joe Sullivan, CEO, Market Insights, Inc.

It isn’t uncommon to view unused teller lines and empty lobbies as a sure sign that the branch is soon to be obsolete. While in some markets that may be very true, the branch is certainly not extinct. If branch-based retail banking is to remain a necessary and integral part of customer engagement and retention, it must be reinvented. Using relevant data and case studies, Joe’s interactive presentation will highlight the current customer trends that are shaping delivery channel strategies, and the top three questions you must ask yourself when evaluating your branch/delivery footprint. You will learn how to identify the customer characteristics that trigger decisions in your branch system, as well as prioritize costs associated with building the customer experience.


The Future is Here: Helping Your Credit Union Remain Relevant for Years to Come
Jim Kasch, CEO, Darden Employees Federal Credit Union

The U.S. population is the youngest it’s been in fifty years while the average age of credit union members has never been older. Credit unions must become relevant to today’s younger consumer, and your support as a director is critical to its success. In this session, created specifically for credit union directors, you’ll learn more about the challenges your credit union faces to attract and serve these demanding younger consumers and what credit unions are doing successfully. You’ll be  better able to provide meaningful support to your management team during this profound shift in the financial services landscape. 


Is Your Credit Card Program All It Can Be (because most aren’t)?
Tim Kolk, owner, TRK Advisors, LLC

Credit card programs are typically the most valuable and highest return asset on a credit union’s balance sheet, providing tremendous income and strong member value. This session will focus on helping directors determine if their credit union’s card program is performing well, including what critical questions need to be asked to keep it on track.


Think Big, Act Small--Succeeding as a Right-Sized, Entrepreneurial Credit Union
Jeff Rendel, president, Rising Above Enterprises

How do you take a billion dollar idea and make it work at a non-billion dollar credit union? What makes a select group of right-sized, entrepreneurial companies and credit unions profitable, focused on growth, and leaders in their respective markets? How do they distinguish their factors for success, let others compete on price, and thrive – regardless of squeezed margins, daunting competition, regulatory cost pressure, and chaotic uncertainty. More important, how do they uphold and enrich an agile, entrepreneurial mindset that allows them to act on opportunities and execute right away? 

In understanding and applying the well-defined attributes these companies and credit unions have refined, your credit union can do much more than hope to keep up with your competition and survive the “Bigger is Always Better” argument. Your right-sized, entrepreneurial credit union can strategically and cooperatively find solutions and pursue opportunities to better your members’ financial well-being – and your credit union’s growth, innovation, and prosperity, as well. When your members win first, your credit union wins every time.     


Culture Eats Strategy for Breakfast:  Developing a Board Culture That Supports Your Strategy
Michael Daigneault, CEO, Quantum Governance, L3C

Most boards spend hours upon hours assuring that they have the right oversight in place. Some Boards spend even more time working to ensure the right strategies are in place. But what often gets lost in the mix is whether the right leadership culture is in place to effectively support strategic success moving forward. How much thought has your board given to leadership culture that genuinely supports your credit union’s strategies?


Welcome to the New Frontier: Rethinking M & A
Michael Bell, attorney and counselor, Howard & Howard, PLLC

Now is time to innovate and grow through innovative mergers & acquisitions. We will discuss the trails that have been blazed and the new frontier that is being conquered by pioneering CU’s grabbing the “first mover” advantage. The stars have aligned and they certainly won’t stay this way for long. Factors inside and outside or our industry currently support innovative M & A, you should embrace and exploit these to your advantage. You will learn how to increase your possible M & A partners by over 7,000; build a transaction that contributes cash to the bottom line the day after closing; and support and grow the cooperative movement.


Evolutionary Governance in Ever-Changing Markets
John Oliver, president, Laurel Management Systems Inc.

As the financial services sector evolves at an increasingly challenging pace it is essential that standards of governance are equally evolutionary in nature. This session explores the concept of governance as leadership discussing both the quantitative and the qualitative requirements of the role. The nature of the financial services business model requires far higher standards of governance than any other type of organization. It requires a commitment to excellence from every individual director. It demands acknowledgement that this leadership role is one of enormous individual responsibility. Governance is a leadership role. Management is a leadership role. But Governance is NOT Management. Some of the topics covered in the session include:

  • The pro’s and con’s of various governance models.
  • Best practices within the financial services sector and throughout the corporate world.
  • The director’s role in strategy development.
  • Trends analysis of factors impacting the global retail banking sector.
  • Market-driven value propositions for future relevance.
  • The distinct differences between Governance and Management.
  • The quantitative (fiduciary) and the qualitative (strategic and generative) requirements of exceptional governance.
  • Comparisons between compliance cultures and commitment cultures.
  • Competency-driven governance as a means of avoiding stasis.



Pre-Conference Session

Go Tell It On The Mountain: Telling Your Credit Union’s Story
Alix Patterson, Chief Operating Officer, Callahan & Associates

Discover the impact credit unions are having in lives of their members. From supporting local business and driving home ownership, to putting kids through college, discuss best practices while becoming inspired by the possibilities.

**Separate registration fee required. (Member rate: $195; Non-member rate: $395)

 
Optional Events
Enhance your conference experience with these optional activities available for you and your guest.

Golf Tournament
Sunday, December 7

Your choice of play your own ball or scramble scoring.
Join us for a one-day golf tournament on one of Desert Springs’ exceptional 18-hole championship courses. The registration fee of $200 includes golf, cart rental, breakfast, prizes and refreshments, with rental clubs available for an additional $75.

Desert Foodie Tour
Tuesday, December 9

Taste your way around Palm Spring’s most delicious spots on a custom foodie tour in either posh El Paseo or hip Palm Canyon Drive (select location choice when registering). This 1.5 mile, 3-hour guided walking tour includes tastings at six restaurants/specialty shops and transportation. Between each tasting, participants will learn about the art, history and culture of the area. The registration fee is $175 and space is very limited.

El Paseo Tour Stops:

  • Pacifica Seafood: White Fish Ceviche served with House-made Corn Chips
  • Ristorante Mamma Gina: Homemade Gnocchi Gorgonzola
  • Pastry Swan’s Fix: Date Bar
  • Savory Spice Shop: Taste a variety of Herbs & Spices, plus Take Home a Sample
  • 3rd Corner Wine Shop: Market Fresh Flatbread and Taste of Red and White Wine
  • Clementine Gourmet Marketplace: Opera Bar (Layers of Chocolate, Hazelnut, Espresso)

 

Palm Canyon Tour Stops:

  • Kaiser Grille: Prime Rib Slider with Blue Cheese, Grilled Onions on Focaccia.
  • Village Pub: Baja Style Shrimp Taco, Salsa, Refried Beans
  • Tutti Frutti: Date Shake and Fresh Fruit Frozen Yogurt Samples
  • Olive A’ Sudden: Taste a Variety of Olive Oils, Balsamics, plus Take Home a Sample
  • Bill’s Pizza: Slice of Award Winning Pizza: 4 Cheese plus Feta, Artichoke Hearts, Red Onions, Cooked Spinach, Tomatoes on Sourdough Crust
  • Lulu California Bistro: Flourless Triple Chocolate Cake

 

Living Desert
Tuesday, December 9

Palm Desert Wildlife & Botanical Park is a non-profit education and conservation center housing the Living Desert, a unique zoological facility with over 400 desert animals representing 130 species. From coyotes to bighorn sheep, oryz to zebras, jaguar to meerkats, the park is truly a living testament to the diversity of the desert. Hop on board a shuttle and enjoy a private Safari Riding Tour, including narration, and a behind the scenes look at the District Commissioner’s House and Wildlife Hospital. The registration fee of $125, includes a box lunch, transportation, admission and riding tour.


Spouse/Guest Program
Enhance your conference experience by sharing it with a guest. Flexible packages allow your companion to join in for meals and designated events.  Options include:

  1. Spouse/Guest Program $595: Includes Sunday’s welcome celebration; breakfast Monday, Tuesday and Wednesday; and one Monday tour with lunch (choices below)
  2. Meal Plan Only $400: Includes welcome celebration; breakfast Monday, Tuesday and Wednesday


Bon Appetit
Monday, December 8

Whip out your whisk and straighten your chef’s hat as you attend an exclusive, interactive demonstration of culinary techniques at Copley on Palm Canyon restaurant. Housed in the former Cary Grant estate, the day’s class will cover a three-course meal, including appetizer, entrée and dessert. Enjoy participating in the creations and tasting the fruits of your labor. Bon Appetit!

Winery Tour
Monday, December 8

Lush vineyards arrayed over rolling hills, rich grapes ripening in the afternoon sun, the rustle of a fresh breeze through a matrix of winding vines, can be found in the picturesque Temecula Valley Wine Country. Enjoy a tour and tasting of two of the premiere wineries nestled within the hills of the community, Maurice Car’rie Winery and Wilson Creek Winery. Complete this  tour with a delectable lunch served at the second winery.

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