32nd Annual Conference of the Combined Council of

32nd Annual Conference
of the
Combined Council of America’s Credit Unions
UP, UP AND AWAY!
September 18 - 21, 2013
Hotel Albuquerque at Old Town
Albuquerque, New Mexico
www.ccacu.com
REGISTRATION FEES
HOTEL INFORMATION
Early Bird Registration Fee is $695
for members until July 1. Fees after
July 1 are $745 for members. NonMember Registration Fee is $795.
Our room block runs Wednesday, September 18 through Saturday, September
21 with the option of staying 3 days pre
or post at our conference rate of $119
per night.
SPOUSE/GUEST FEES
Hotel parking is free as is wireless internet.
We encourage you to bring your
spouse/guest to share in the fun and
excitement of Old Town Albuquerque. Fees are as follows: $300 for
the Welcome Reception, CMN
Luncheon and Auction, Farewell
dinner, 3 breakfasts and Thursday’s
Buffet Lunch. $250 for Welcome
Reception/CMN Luncheon and
Auction and Farewell dinner only.
$200 for 3 breakfasts only.
Reservations can be made by calling the
hotel directly at 1-800-237-2133.
You must request the CCACU Group
rate of $119 when making the reservation.
Book early as rooms are limited.
Please call A Plus Planners at 317-8823819 with any questions.
DRESS
Dress is casual throughout the
conference. Meeting rooms can
get chilly and a light sweater or
jacket is recommended.
CANCELLATION POLICY
50% of registration fee per registrant will be refunded if cancellation
is received before August 1, 2013.
25% of registration fee per registrant will be refunded if cancellation
received between August 2 and August 31, 2013.
No refunds will be given after August 31, 2013 however, substitutions can be made.
HOT AIR BALLOON RIDES
Scheduled for Saturday morning at
6:45 a.m. The cost will be $174 per
person and includes hotel pick up, 1-1
1/2 hour flight, champagne toast, continental breakfast, flight pin and flight
certificate. Payment must be made in
advance no later than August 31.
Please see registration form.
(you will be back in time for the Saturday
morning sessions)
CHILDREN’S MIRACLE NETWORK
LUNCHEON AND AUCTION
FRIDAY, SEPTEMBER 20, 12:30 P.M.
The Children’s Miracle Network works with
premier hospitals and foundations in North
America to provide compassion and care to
all children. In order to continue to make a
difference, we will once again host a live and
silent auction with proceeds going to the
Children’s Miracle Network.
With several generous donations of special
auction items, this event has been very successful.
If anyone has unique items, services, products, etc., they would like to contribute to the
silent or live auction, please contact
Terry Frazer at (404) 784-4034 or
[email protected].
Friday Night Conference Dinner
Shine your boots, put on your fanciest
duds and get ready to enjoy a taste of
New Mexico at El Pinto Restaurant, our
Friday night dinner destination. We will
depart the hotel at 6:30 pm. This dinner
is included in your reservation.
www.elpinto.com
TRANSPORTATION
GOLF
Transportation to and from the
Sunport Airport to Hotel Albuquerque can be arranged with the
Sunport Shuttle. The hotel is 8
miles from the airport.
www.sunportshuttle.com.
A rental car would be the best way
to enjoy the area, however. Visit
www.sunportairport.com for rental
options.
Scheduled for Wednesday morning
September 18 at 8:30 a.m. at the University of New Mexico Championship
Golf Course. Cost is $68 per person
if you have your own clubs or $103 if
you need clubs. Please contact Gerald
Little at 989-752-2835 or
[email protected] for additional
information and to secure your spot!
This year’s conference is being coordinated by A Plus Planners If you have any questions, please call Lisa LePage at 317-882-3819 or by e-mail at [email protected].
Hotel Albuquerque at Old Town is located in Albuquerque’s historic Old Town district, a serene village that has been the focal point of the community since 1706. Here
guests are able to visit over 150 shops, restaurants and museums.
www.albuquerqueoldtown.com
Museums within walking distance of Hotel
Albuquerque at old town:
Bars/Lounges within walking distance of Hotel
Albuquerque at old town:
 New Mexico Museum of Natural History &
 Q-Bar - On Property
Science with LodeStar Astronomy Center
 Café Plazuela Cantina - On Property
 The Albuquerque Museum of Art and History
 Seasons Rooftop Cantina - San Felipe Plaza
 National Atomic Museum
 High Noon Restaurant and Saloon - Old Town
 Explora! Science and Children’s Museum
 St. Claire Wine Bar - Rio Grande Boulevard
 Turquoise Museum
 American International Rattlesnake Museum
Restaurants within walking distance of Hotel Albuquerque at old town:
 Café Plazuela - On property - Casual
 Golden Crown Panaderia - Bakery & Cafe
 Cristobal’s- On Property - Formal
 Little Anita’s - New Mexican
 Seasons Rotisserie & Grill - Upscale Continental
 Starbucks - Coffee and Pastries
 St. Claire’s Wine Bar & Bistro - Upscale Continental
 Rolling in Dough Bakery & Café- Bakery, Sandwiches
 La Crepe Michel - French
 Morning Star Café - American Indian
 Antiquity Restaurant - Contemporary Global
 La Placita Dining Rooms - New Mexican
 Casa de Ruiz – Church Street Café - New Mexican
 Old Town Pizza Parlor - Bakery, Sandwiches
 High Noon Restaurant and Saloon - New Mexican
Take a five-minute drive and enjoy:
 Albuquerque Biological Gardens & Aquarium
 Indian Pueblo Cultural Center
 Rio Grande Zoo
 Downtown Albuquerque Business District
 Rio Grande Nature Center & Park
 Casa Rondena Winery
Other area attractions:
Sante Fe. Spend the day riding the rails from Albuquerque to Santa Fe. The Rail Runner Express train connects the two cities with
high-speed, no-hassle transportation for less than $10 roundtrip. The 80-minute jaunt zips though ancient pueblo land with stunning
scenery and connects to Santa Fe’s historic Plaza, museums and galleries.
Sandia Peak Tramway. A trip on the Sandia Peak Aerial Tramway transports you above deep canyons and breathtaking terrain a
distance of 2.7 miles. Your vantage point from the observation deck atop 10,378 foot Sandia Peak in the Cibola National Forest affords an 11,000 square-mile panoramic view of the Rio Grande Valley and the Land of Enchantment.
Sandia Casino. Spectacular Sandia Resort and Casino offers a refined and sophisticated atmosphere inspired by New Mexico's
pueblo culture.
Looking for more information, guides or maps of the Albuquerque area? Visit the Albuquerque Convention and Visitors Bureau website at “www.itsatrip.org.”
SPEAKER
Colonel Robert Darling. In October 2007, Lieutenant Colonel Darling retired from the United States
Marine Corps with just over twenty years of active duty service. He flew attack helicopters in Desert
Shield and Desert Storm during the first Gulf War and in Somalia, Africa, in support of Operation Restore Hope. In June 1998, he was selected to fly as a presidential pilot with Marine Helicopter Squadron
One and in October 2000, he was handpicked to work for the White House Military Office, Airlift Operations Department. It was in that capacity that Lt. Col. Darling supported the President, Vice President
and National Security Advisor in the President's Emergency Operations Center (PEOC) on September
11, 2001. In May 2002, he attended the Naval Postgraduate School where he earned his MBA in Financial Management and subsequently served as a Program Manager for the Chief of Naval Operations
supporting the Department of the Navy Flying Hour Program.
Colonel Robert Darling
As a public speaker on crisis leadership and decision making, Bob has addressed numerous academic,
government, and military organizations to include Harvard University’s John F. Kennedy School of
Government and as a guest lecturer on the subject of Crisis Leadership and Counterterrorism at the FBI
National Academy in Quantico, Virginia.
Brent Dixon. When Brent Dixon was a kid, he wanted to be a tractor. That didn't work out, and now
he's a designer, researcher, and educator based in Austin, Texas.
Brent has spent the last few years advising on behalf of The Filene Research Institute, a consumer
financial think-tank, and founding The Cooperative Trust, a grassroots network of hundreds of young
people fighting for the future of socially responsible finance. He was the 2012 Future of Finance
Teaching Fellow at Singularity University - an innovation incubator founded by NASA and Google and mentored 80 students from 36 countries on using disruptive technology to solve global challenges.
Brent has organized and facilitated workshops across three continents and worked with every major
credit union trade association in North America.
Outside of credit unions he works with Hackidemia, a mobile invention lab for kids, and is the ViceChair of The Cooperative Food Empowerment Directive, a network that empowers students to create
ethically-sourced, cooperatively-run food enterprises on college campuses.
His work is driven by a fascination for what makes people tick.
Brent Dixon
David Hilger is a founder of Allied Solutions and has had roles in both the sales and operations of
the company and is currently the SVP of Information Technology. Mr. Hilger has over 20 years’
experience in the Credit Union industry and is a graduate of Indiana Wesleyan University with a
B.S. in Business Information Systems.
David Hilger
INFORMATION
Dan Mahalak. Dan Mahalak is the President & Managing Partner of Cindrich, Mahalak & Co., P.C., a
CPA firm specializing in the credit union industry. He is involved in all audit activities and works closely with the staff in training and development. He personally reviews all audit files and reports as part of
the firm’s quality control standards. His extensive experience allows him to provide clients with unique
problem solving insights.
Dan Mahalak
Mark Mayfield. It’s pretty simple what Mark Mayfield does: he talks about VERY serious stuff in a
VERY funny way. If you want to learn about change, or teamwork, or stress, or customer service for
example; why not have a great time doing it?
Known as “The Corporate Comedian”, he has merged together his corporate background as a lobbyist
and his comedy background as a nightclub performer to create an extremely unique and comedic
presentation style. His programs are content based yet comedy driven and he can also play the role of
an imposter if the meeting planner really wants to surprise the audience.
Mark is author of the popular book, Mom’s Rules, a comedic yet poignant look at those things Mom
said to us as kids, and has received the “Certified Speaking Professional” designation from the National
Speakers Association. He has also been inducted into their “CPAE Speaker Hall of Fame”.
From comedy shows to seminars, Mark’s philosophy is simple.....say it with humor and people will take
the message home. A national convention planner recently called Mark “one of the very few, really
funny, inspiring men in America today”. Mark’s mom also said that once after a small bribe.
Mark Mayfield
Frank Santucci. Mr. Santucci joined First Empire Securities, Inc. in September 1985 as a Fixed Income Specialist. Between 1985 and 1993 he worked with hundreds of institutional investors nationwide assisting them in the purchase and sale of fixed income securities.
In January 1994, Mr. Santucci was promoted to his current position of Senior Vice President and
Managing Director of Asset Liability Management Services. His primary responsibilities include the
administration of First Empire's Asset Liability Management Team and Financial Strategies Group and
the development of balance sheet and investment portfolio strategies for clients of the firm. Mr. Santucci is also the principal author of the Balance Sheet Management Services’ ALM Model. In addition, Mr. Santucci is a frequent speaker at regional and national conferences on various ALM and risk
management techniques, as well as current industry trends.
Prior to joining First Empire, Mr. Santucci served as an Account Executive for Guardian Financial
Group, Huntington Beach, California, a financial services company specializing in investments and
insurance products for 401(K) and the defined benefit plans of Fortune 500 companies.
Mr. Santucci pursued his higher education at the California State University of Long Beach, Long
Beach, California. He currently holds the following licenses from the National Association of Securities Dealers:
Series 7, "General Securities Registered Representative.”
Frank Santucci
Series 63, "Blue Sky Laws - State Registration" ;
Series 24, "General Securities Principal.”
TENTATIVE CONFERENCE AGENDA
WEDNESDAY, SEPTEMBER 18, 2013
FRIDAY, SEPTEMBER 20, 2013
8:30 a.m. Golf at University of New Mexico
7:00 am to 1:00 pm
Hospitality Desk Open
1:00 pm to 5:30 pm
CCACU Conference Registration
7:30 am to 8:30 am
Breakfast with the Sponsors
3:00 pm to 5:00 pm
Sponsor Set-Up
8:45 am to 9:45 am
Breakout #1
1. Dan Mahalak - BSA
2. Frank Santucci - Basics of Interest Rate Risk Mgt.
3. Brent Dixon - Disruptive Technology & Future Impact
5:30 pm to 7:00 pm
Welcome Reception
THURSDAY, SEPTEMBER 19, 2013
7:00 am to 9:00 am
Registration Desk Open
7:30 am to 8:45 am
Breakfast with the Sponsors
9:00 am to 12:15 pm
General Session
“Welcome to Albuquerque” – ACVB
Introduction of Council Board – Mel Calloway
Children’s Miracle Network – Terry Frazer
Keynote Speaker – Lt. Col. Robert J. Darling, USMC
Crisis Leadership & Decision Making
10:00 am to 11:00 am
Breakout #2
1. Dan Mahalak – BSA
2. Frank Santucci - Effective Interest Rate Risk Mgt.
From a Board Perspective
3. Brent Dixon – Technology for Gen Y
11:00 am to 11:15 am - Break
11:15 am to 12:15 pm
Breakout #3
1.
2.
Dan Mahalak – TBD
Brent Dixon - Using Technology to Grow Your CU
(loans & member service)
3. David Hilger - Examine Your Mobile Strategy!
12:30 pm – Plated Luncheon
12:45 pm – Children’s Miracle Network Auction
12:30 pm to 1:15 pm
Buffet Luncheon
1:30 pm to 2:30 pm
Frank Santucci - 1st Empire - State of the CU Industry
2:45pm to 4:45pm
Best Practices
Dinner on your own
3:00 pm to 6:00 pm - Free Time
6:30 pm - Load busses to El Pinto
7:00 pm to 10:00 pm - Dinner
El Pinto
SATURDAY, SEPTEMBER 21, 2013
6:45 a.m. - Load bus for Balloon Rides
8:00 am to 9:15 am - Breakfast
5:30 pm to 7:30 pm
Council of Chrysler Dinner
6:00 pm to 8:00 pm
Council of Ford Dinner
9:30 am to 10:30 am - Mark Mayfield
Corporate Comedian
10:45 am – ???
Council Meetings
Conclusion of Conference
CONFERENCE REGISTRATION
ATTENDEE INFORMATION (Please Print)
First Name_______________________________ Last Name____________________________
Name/Title to Appear on Badge_________________________________________ Golf: Yes ____ No ____
Mailing Address_________________________________________________ Balloon Ride: Yes ____ No ____
City________________________________________State_____________Zip_______________
Daytime Phone(_______)______________________ Fax(_______)_______________________
E-Mail_________________________________________________________________________
Credit Union/Company___________________________________________________________
Council Affiliation: (Please check one)
□ Chrysler □ Ford □ GM
□ International
□ Other___________________
GUEST/SPOUSE INFORMATION
Guest/Spouse Name______________________________________
REGISTRATION FEES
Conference Attendees
Non-Member Attendees
Guest/Spouse Packages -
Before 7/1/13
□ $695
□ $795
Golf: Yes ____ No ____
Balloon Ride: Yes ____ No ____
After 7/1/13
□ $745
$________
$________
□ All events - $300
□ Reception/CMN/Farewell - $250
□ Breakfast Only - $200
Golf Registration bringing own clubs @ $68 per person
Golf Registration renting clubs @ $103 per person
Rainbow Ryders Hot Air Balloon Rides @$174 per person
Note: One registration form per person, photocopies are acceptable
$________
$________
$________
$________
$________
$________
Total Due
$________
CANCELLATION INFORMATION
Before August 1, 2013
50% of registration cost, per person
August 1 to August 31, 2013
25% of registration cost, per person
After August 31, 2013
No Refunds, substitutions only
PAYMENT INFORMATION
□
To Be Billed: E-mail this form to [email protected]
□
Online Registration: www.CCACU.com
(please note that golf & hot air balloon ride reservations cannot be made online)
□
Check: Please make check payable in the total amount due to A Plus Planners and mail it along with this form to:
4069 Brockton Manor North Drive, Greenwood, IN 46143
□
PAYMENTS BY VISA ONLY **Payments will show up as a cash advance from
Greenwood, Indiana
Credit Card Number______________________________CVV#________ Exp. Date_________
Name as it Appears on Card:______________________________________________________
Billing Address on Credit Card_____________________________________________________
City_________________________________________State______________Zip_____________
A PLUS PLANNERS
4069 Brockton Manor North Drive
Greenwood, IN 46143