DECEMBER 7 ST. PETERSBURG FLORIDA - CU … · n Surveying the marketing landscape, past, present and future n Why “same old” marketing is no longer working n Leveraging word of

ABOUT THIS CONFERENCE: Join credit union and CUSO board of directors,CEOs, EVPs, supervisory committee members, committee members & your credit union peersfrom across the country for an exploration of the most relevant topics associated with CUSOs.Return to your credit union with an understanding of how to get the maximum benefit froma credit union service organization. Be Sure To Register Early For Greatest Conference Savings!

■ Collaboration■ Communication■ Cooperation

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“T HE ONES IN RED” PRESENT

Educating The Credit Union CommunityV Since 1979exclusively

Tradewinds Island Grand Resort – A Beautiful Tropical Paradise On Florida’s Sunny St. Pete Beach

www.cuconferences.com

ANNUAL CONFERENCE

CUCUCONFERENCES®

Credit Union Service Organization

■ DECEMBER 7 – 10, 2017 ■ ST. PETERSBURG, FLORIDA ■

11:30 a.m. – 1:00 p.m. n REGISTRATION n

1:00 – 1:15 p.m. Opening Remarks

1:15 – 2:15 p.m.

LET’S CUSO WHAT WE KNOW!Walt Agius, CEO, Lendsys, LLC

Would anyone use a CUSO with a product/service that every creditunion needs? . . . that consistently generates income for the CUSO? . . . that consistently generates revenue for credit unions? In thissession, Walt Agius will seriously explore these and other CUSOquestions plus how your credit union can reach out and take hold.

n Opportunities to “own” the markets we operate inn Opportunities to own and control the operating systemsn Opportunities for CUs to finally increase and retain increases in overall market share, new members, & product penetration

You’ll leave Walt’s session with a new understanding of how to optimizethe many benefits of a CUSO.

2:15 – 2:30 p.m. Networking/Refreshment Break

2:30 – 3:30 p.m.

CUSOs: KEY TO THE FUTURE OF CREDIT UNIONSBen Rempe, Vice President Of Business Development,

TMG Financial Services

Credit Union Service Organizations, or CUSOs, are powerful tools. Inthis session, Ben Rempe will discuss his experience with CUSOs andhow credit unions can leverage them to drive innovative products andservices for members. Ben has worked with hundreds of credit unionsacross the country, helping them reach deeper levels of engagementwith their members.

During Ben’s presentation you will explore:n The rich history of CUSOs helping credit unionsn How today’s CUSOs are continuing to help and grow the industryn What successful partnerships between credit unions look liken The evolution of CUSOs and what’s ahead for the future

3:30 – 4:00 p.m. The Day in Review

PAGE TWO

CU CONFERENCES ®

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Explore RelevantCUSO-Related TopicsWith ExperiencedCredit Union Advisors

Share Ideas AndGet QuestionsAnswered DuringA Panel Discussion

Network With YourCredit Union PeersFrom Across The Country

Experience TheBeautiful TradeWindsIsland Grand Resort

Soak Up The SunWith Your RegisteredGuest(s) On Florida’sSunny St. Pete Beach

Return To YourCredit Union Refreshed,Relaxed, RejuvenatedAnd Informed!

(See pg. 6 for how to register & save)

ANNUAL CONFERENCE

5:00 – 6:00 p.m. (GP) Welcome ReceptionCUSO Conference participants gather together for cocktails, lightdining and great conversations with credit union peers from acrossthe country, their guests and “The Ones In Red.”

(GP) – Registered Guests Are Welcome At These Conference Events

THURSDAY, DECEMBER 7, 2017–––––––––––––––– n ––––––––––––––––

Tentative Schedule – subject to changeCredit Union Service Organization

CUCUCONFERENCES®

Register Early For BestConference Rates!

8:00 – 9:00 a.m. (GP) Sit-Down Breakfast

9:00 – 9:15 a.m. Opening Remarks

9:15 – 10:15 a.m.

FUELING A BRIGHT TOMORROWFOR CREDIT UNIONS

THROUGH COLLABORATION

Austin Wentzlaff , Director Of BusinessDevelopment, OnApproach, LLC

In 2017, we are aware of the disruption facing financialservices. Awareness is not the issue, but how are wegoing to react to these changes? What can credit unionsbe doing right now to position themselves as the best oronly financial services provider in the eyes of members?Or even prospective members? The entire credit unionmovement is built on collaborative principles and dataanalytics is the rocket fuel for improvement. Creditunions are committing to this bold vision, and momen-tum is building through a plethora of successful initia-tives across the industry, facilitated through collabora-tion. Join Austin for an informative presentation abouthow you can fuel a bright tomorrow for your credit union.

10:15 – 10:30 a.m. Networking/Refreshment Break

10:30 – 11:30 a.m.

A NEW KIND OF CUSO?Walt Agius, CEO, Lendsys, LLC

Yes . . . Walt Agius believes the movement needssaving. The credit union movement loses 200 to 300credit union charters per year. The corporate structureis in shambles, leagues are consolidating and disap-pearing from the scene, and there are ongoing battleswith regulators.

Explore the possibilities and opportunities for develop-ing a new kind of CUSO structure that can literallysave the credit union movement. Walt will take a lookat what’s next and provide a template for a specificCUSO opportunity to ensure that we never lose anothercredit union charter. He will provide a blueprint for aunique level of collaboration between credit unions andCUSOs and for the creation of a unique new operatingmodel for your credit union to ensure success throughthe end of the century.

This is not simply a futuristic look at the existing andpotential credit union model. It’s a clear and concise out-line of a new, efficient and sustainable operating model.

PAGE THREE

CU CONFERENCES® ANNUAL CUSO CONFERENCE

FRIDAY, DECEMBER 8, 2017–––––––––––––––– n ––––––––––––––––

3:40 – 4:00 p.m. The Day in Review

11:35 a.m. – 12:35 p.m.

CUSO RISK MANAGEMENT: ASSURINGYOUR OBJECTIVES ARE MET AND

YOUR OWNERS REMAIN CONFIDENTBrian Hague, CFA, Senior Risk Intelligence Advisor,

Rochdale Paragon Group

Brian Hague served as CEO of one of the best-knownCUSOs in the credit union arena for 15 years and is arisk consultant serving CUs that employ some of themost innovative CUSOs in the industry. Join him as hehighlights key points in understanding differencesbetween credit unions and their CUSOs and focusingon the performance metrics of a successful CUSO froma long-term perspective.

Brian will address synergistic alignment of the CUSO’sobjectives with those of the credit union and the valueadded from a successful CUSO, while noting the risksthat a CUSO may pose to the credit union.

12:35 – 1:35 p.m. (GP) Sit-Down Luncheon1:35 – 2:35 p.m.

FLIPPING THE FUNNEL – NEW MARKETINGSTRATEGIES FOR CUSO SUSTAINABILITY

Claudine DiTorrice, Chief Creative Officer,As If Productions

In a world where peer-to-peer referrals and the useof social media have flipped the traditional marketingfunnel upside down, “old-school” marketing and advertis-ing tactics are no longer effective. New and innovativeways of delivering your marketing message must beconsidered.

Claudine DiTorrice can help increase your awarenessof key strategies that every CUSO should deploy whenseeking to grow and deepen existing and new memberrelationships.

n Surveying the marketing landscape, past, present and futuren Why “same old” marketing is no longer workingn Leveraging word of mouth to grow your CUSOn Creating a sense of “tribe” and connectivity through the use of social media

2:40 – 3:40 p.m. n PANEL DISCUSSION n

Ask Questions. Share Ideas. Return To YourCredit Union With Valuable Knowledge!

8:00 – 9:00 a.m. (GP) Sit-Down Breakfast

9:00 – 9:05 a.m. Opening Remarks

9:05 – 10:05 a.m.

POLICY DEVELOPMENT

Brian Hague, CFA, Senior Risk Intelligence Advisor,Rochdale Paragon Group

Join risk consultant and seasoned CUSO CEO BrianHague as he highlights the key points in establishingeffective policy.

Governance and organizational policies ensure thatyour CUSO continues to function effectively andefficiently to support its future growth in alignmentwith your credit union’s objectives. A well written andthought-out set of policies should not be overwhelm-ing, but should answer specific governance andexecutive questions concerning responsibilities,authority levels and expected outcomes.

10:05 – 10:20 a.m. Networking/RefreshmentBreak

10:20 – 11:20 a.m.

DATA ANALYTICS:MAKE YOUR DATA WORK FOR YOU

Austin Wentzlaff ,Director Of Business Development,

OnApproach, LLC

All credit unions are rich in data, and your creditunion, regardless of its size, can benefit from under-standing the behavior and resulting opportunities byits members. But not all credit unions have theresources to analyze their data or benefit from theinsights a credit union’s files contain.

During Austin’s presentation he will reveal the nextsteps your credit union can take to move from report-ing to analysis and toward prediction, helping yourcredit union identify new prospects while engaging,cross-selling and retaining existing members.

PAGE FOUR

11:25 a.m. – 12:25 p.m.

CUSO INTEGRATION –CREATING A UNITED FRONT

AND SEAMLESS SALES FORCE

Claudine DiTorrice, Chief Creative Officer,As If Productions

Many credit unions have potential CUSO leadswalking into branches or visiting their websites.Yet, there’s often a disconnect between theseopportunities and materialized CUSO referrals andsales. The result? Your credit union could be sufferingfrom lost sales opportunities.

At a time of economic downturns and decreasingconsumer trust in investment and insurance services,it’s more critical than ever for your credit union toemploy a collaborative, united front to reach its CUSOgrowth and sales goals.

Join Claudine DiTorrice for an informative discussionon creative ways to integrate your CUSO services intoyour credit union’s mainstream.

12:25 – 12:35 p.m. Conference Wrap-Up

CU CONFERENCES® ANNUAL CUSO CONFERENCE

SUNDAY, DECEMBER 10, 2017 IS A TRAVEL DAY–––––––––––––––– n ––––––––––––––––

Please have a safe trip home!

SATURDAY, DECEMBER 9, 2017–––––––––––––––– n ––––––––––––––––

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Enjoy this afternoon & evening networkingwith your credit union peers, relaxing on

sunny St. Pete Beach or taking in the sitesof tropical St. Petersburg, Florida!

PAGE FIVE

CU CONFERENCES® ANNUAL CUSO CONFERENCE

At–A–Glance––––––––––– n –––––––––––

In addition to enjoying all the pleasures of the TradeWinds IslandGrand Resort, CU Conferences’ Annual CUSO Conference GuestProgram enables your registered guest(s) to join you during thefollowing conference events:

■ Thursday’s Welcome Reception■ Friday’s Sit-Down Breakfast■ Friday’s Sit-Down Luncheon■ Saturday’s Sit-Down Breakfast

TradeWinds Island Grand Resort’s 20-acre beachfrontparadise on the Gulf Of Mexico was created with your enjoyment inmind. Soak up the sunshine beside one of five pools, ride the thrillingwater slide, challenge a conference peer to a friendly game of golfor explore the impeccably landscaped grounds by paddleboat as youmeander the tranquil waterway.

Choose from several deliciouson-site dining options – fromfine dining & sumptuous freshseafood to casual “grab & go”fare. Before retiring for the dayin a classic British West Indies-inspired guestroom, take in thestunning sunsets from a tropicalbeach bar while enjoying cocktailsand some valuable networkingtime with conference attendees.

HOTEL ACCOMMODATIONS: Rates As Low As $189 w ($)

TRAVEL INFORMATION:

Call Early For Reservations!Call TradeWinds Island Grand Resort at 800-808-9833. Pleasemention CU Conferences to receive special rates as low as $189.w($)

You may also register via our special link at www.cuconferences.com.

GUEST PROGRAM (GP):* – Only $199

At the TradeWinds IslandGrand Resort, Your Choices

Are Limited OnlyBy Your Imagination!

* Separate Registration Required

TRADEWINDS ISLAND GRAND RESORT . 5500 GULF BOULEVARD . ST. PETERSBURG, FLORIDA 33706 . 800-808-9833

Tampa International Airport (TPA)and St. Petersburg-ClearwaterInternational Airport (PIE) areboth 40 minutes from theTradewinds Island Grand ResortBats Taxi is approx. $54 fromthe airport to the hotelFor assistance with airlinereservations & car rentalcall Altair Travel: 800-264-3316Mon. – Fri.: 8:30 a.m. – 5 p.m. CST.(Nominal Service Fee Applies)

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w Room Rates Based On Availability

($) The daily resort fee is waivedwhen you book your room throughCU Conferences’ room block.You will still receive all the benefitsof the resort fee including . . .■ Self-Parking for one car per room■ Use of fitness center & tennis courts■ Daily coffee, 2 bottles of water and local paper■ Wireless Internet access in guestrooms, public areas and meeting rooms■ Beach cabana (1 per room)■ Miniature golf & paddleboats

METHOD OF PAYMENT/CREDIT CARD AUTHORIZATION:

❑ CU Conferences® is authorized to CHARGE my in the amount of: $ ______________________

Credit Card #: _____________ / _____________ / _____________ / _____________ Expiration Date: _________ / _________ CSV Code: ____________

Print Name (as appears on card) Signature (required to process charge)

❑ ENCLOSED is my CHECK made payable to CU Conferences in the amount of: $ _________________

CREDIT UNION INFORMATION:

Credit Union Name : ________________________________________________________________________ Asset Size: _______________

Contact Person: _______________________________ Contact Person’s E-mail: ___________________________________________________

Street Address: ______________________________________________ City: __________________________ State: _____ Zip: ___________

Phone Number: ( _____ ) ___________________________________ Fax Number: ( _____ ) ___________________________________

Please Register Additional Participants & Guests On Separate Sheet.

(3-digit code on back of card)

❑ VISA❑ MASTERCARD

1ST

PARTICIPANTNAME

Title _____________________________________________________________

Nickname for ID Badge ______________________________________________

Email Address _____________________________________________________

Guest Name __________________________________________________________

Guest Nickname for ID Badge ________________________________________

2ND

PARTICIPANTNAME

Title _____________________________________________________________

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Email Address _____________________________________________________

Guest Name __________________________________________________________

Guest Nickname for ID Badge ________________________________________ 2nd Participant Subtotal : $ ________________

1st Participant Subtotal : $ ________________

On or Before October 5, 2017

October 6 – November 2, 2017

November 3, 2017 And Beyond

Guest Program

❑ $995❑ $1045❑ $1095❑ $199

PAGE SIX

On or Before October 5, 2017

October 6 – November 2, 2017

November 3, 2017 And Beyond

Guest Program

❑ $995❑ $1045❑ $1095❑ $199

Please Provide Your EmailAddress To Receive Conference

Materials And Updates

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4 EASY WAYS TO REGISTER:

1. Online: www.cuconferences.com2. Fax: 888-328-20473. Call: 888-465-60104. Mail registration and payment to:

CU Conferences 8711 Watson Rd., Ste 200 St. Louis, MO 63119

Cancellation Policy: If you need to cancelfor any reason, you are welcome to senda substitute. Or, if you cancel in writingat least 10 business days prior to theconference date, you will receive a fullrefund, less a $50 administrative fee.

There are no refunds for cancellationsmade less than 10 business days prior tothe conference date. However, your creditunion may apply the paid registration feeto any future conference. Registrants whodo not attend are liable for the fullconference fee.

“ WE’RE THE ONES IN RED”

Please Note: CU Conferences reserves theright to photograph official events & sessionsfor exclusive use in marketing materials.

FOR ADDITIONAL INFORMATIONwww.cuconferences.com

UPCOMING CREDIT UNIONEDUCATIONAL CONFERENCE:

You Can’t Miss Us – “ WE’RE THE ONES IN RED”

TOTAL AMOUNT DUE : $___________

Register Early For Greatest Savings!

CUCUCONFERENCES®

National Credit UnionSupervisory Committee& Director’s Conference

January 25 – 28, 2018Scottsdale Plaza Resort

Scottsdale, Arizona

DECEMBER 7 – 10, 2017nnnnn TradeWinds Island Grand Resort nnnnn

ST. PETERSBURG, FLORIDACredit Union Service Organization

2017 CONFERENCE

8711 WATSON ROAD,ST. LOUIS, MISSOURI 63119

■ 888-465-6010 ■

www.cuconferences.com CU Conferences® – Educating The Credit Union Community V Since 1979exclusively

At CU Conferences® we’ve been dedicated to educating the credit union community exclusively since1979. And we are proud to note that many who attend our conferences are loyal, repeat participants.

What sets us apart? The relaxed atmosphere, sit-down meals and meeting environments that areperfect for plenty of networking and for allowing you the personal attention you deserve. Should youneed anything at all while you’re at our conferences – if you have questions, problems or even if youjust want to shoot the breeze – look for a member of our CU Conferences® staff.

We appreciate your participation, and we’re here to do whatever it takes to make your conferenceexperience a cut above the rest.

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(based on registration date selected and guest program)