information. - Virginia Credit Union League

register
Return This Form Via:
•
•
Mail - Virginia Credit Union League
Attn: Mary Amyx
PO Box 11469
Lynchburg, 24506
Fax - 434.237.5068
•
Coming Soon at http://bit.ly/VACUL_AM15
Hotel:
•
Or, Register Online:
Our conference hotel is the historic Hotel Roanoke.
110 Shenandoah Avenue
Roanoke, VA 24016
Phone: 540-985-5900 (Use the code “VCL” or simply identify
yourself as a Virginia Credit Union League participant.)
•
Reserve your room(s) online here: www.bit.ly/VACUL2015
Choose “Attendee” from the drop-down menu.
Our block of rooms is discounted to $140 per night.
•
Questions about hotel reservations can be directed to Mary
Amyx at 800.768.3344, ext. 630 or mamyx@vacul.org. Reservation discounts are available through March 17.)
Annual Meeting Costs:
•
•
Full Registration
CUs less than $50 million in assets
$375 early bird through March 17; $425 thereafter
•
CUs $50 million or more in assets
$475 early bird through March 17; $525 thereafter
Guest Registration
•
$300 early bird through March 17; $350 thereafter
•
Payment Options:
•
About Your Registration Options
•
Payment may be made by check/share draft made payable to
the Virginia Credit Union League.
Contact your League’s Cathy Baldwin (800.768.3344,
ext. 615) to pay by credit card (over the phone).
Online registration also features pay by credit card option.
•
Deadline for all registrations is April 10, 2015.
•
Deadline:
Name(s) of Registrants
This Box for CU Delegate
Position With
Credit Union
•
•
Full registration entitles participant to attend all events
including the Thursday’s Lunch and Learn, all receptions,
the Wednesday Night ‘Spectacular Spectacular!,’ and any
education sessions.
Guest registration entitles participant to attend the Spectacular Spectacular!,’ Thursday Lunch and Learn, and the
vendor reception on Thursday afternoon (5:00 pm-7:00 pm).
o Full Registration or o Guest Registration
o Attend Wednesday Spectacular Spectacular! Mixer
o Attend Thursday Lunch & Learn
o Attend Thursday Innovation Expo (2-3:30 pm)
o Attend Thursday Innovation Expo (5-7 pm)
o Full Registration or o Guest Registration o Young Professional Registration (Full Annual Meeting + YP Event)
o Attend Wednesday Spectacular Spectacular! Mixer
o Attend Thursday Lunch & Learn
o Attend Thursday Innovation Expo (2-3:30 pm)
o Attend Thursday Innovation Expo (5-7 pm)
o Full Registration or o Guest Registration o Young Professional Registration (Full Annual Meeting + YP Event)
o Attend Wednesday Spectacular Spectacular! Mixer
o Attend Thursday Lunch & Learn
o Attend Thursday Innovation Expo (2-3:30 pm)
o Attend Thursday Innovation Expo (5-7 pm)
o Full Registration or o Guest Registration o Young Professional Registration (Full Annual Meeting + YP Event)
o Attend Wednesday Spectacular Spectacular! Mixer
o Attend Thursday Lunch & Learn
o Attend Thursday Innovation Expo (2-3:30 pm)
o Attend Thursday Innovation Expo (5-7 pm)
o Full Registration or o Guest Registration o Young Professional Registration (Full Annual Meeting + YP Event)
o Attend Wednesday Spectacular Spectacular! Mixer
o Attend Thursday Lunch & Learn
o Attend Thursday Innovation Expo (2-3:30 pm)
o Attend Thursday Innovation Expo (5-7 pm)
Please let us know which events you will likely attend; for our planning purposes only, no obligation on your part.
Please Indicate Method of Payment
Your Name:
Your E-mail:
Your Phone:
Check/Share Draft Enclosed
or Being Mailed
Will Pay By Credit Card
(Either online or Call your League’s Cathy Baldwin
at 800.768.3344, ext. 615).
Total Being Paid
By Your Credit Union
$
April 15-17
Roanoke
Join us in the Star City at
Historic Hotel Roanoke
to celebrate more than
80 years of League
service to our member
credit unions.
We are proud to serve the
Commonwealth’s strong,
thriving and diverse
credit union system.
Your League’s 2015
Annual Meeting offers
the opportunity to
expand your knowledge
or advance your career
through more than
20 educational and
networking events.
Registration Options (Please See Notes Above on Registration Options;
for planning purposes only, no obligation to attend session/event)
o Full Registration or o Guest Registration o Young Professional Registration (Full Annual Meeting + YP Event)
o Attend Wednesday Spectacular Spectacular! Mixer
o Attend Thursday Lunch & Learn
o Attend Thursday Innovation Expo (2-3:30 pm)
o Attend Thursday Innovation Expo (5-7 pm)
Your Credit Union:
Story
Stars
You!
Our
Annual Meeting
2015
Annual Meeting Highlights
• New this year - Special pricing for credit unions less than $50
million in assets; just $375 for early bird registration.
• We take our Young Professionals Network programming
to new heights with a full day of educational and networking
opportunities on Wednesday, April 15. Our YPN participants can
register for the entire Annual Meeting or register only for the
YPN event.
• It’s Old Hollywood glam at its best for our ‘Spectacular
Spectacular!’ networking event. Come dressed as your favorite
Old Hollywood stars for our Wednesday night networking event.
New to the Annual
Meeting are educational
sessions and special
programming that will
appeal specifically to the
next generation of credit
union leaders.
Our Innovation
Expo offers a stellar
opportunity to expand
your resources by
meeting one-on-one
with industry-leading
business partners.
And best of all, here is
the perfect environment
in which to discover best
practices and connect
with peers from across the
state.
Greetings!
The 2015 Annual Meeting of the Virginia Credit Union League will be held at the beautiful Hotel Roanoke,
Roanoke, Virginia. We are able to include a limited number of exhibitors in our innovation expo and we
invite you to be an exhibitor at the meeting. We anticipate approximately 400 credit union executives and
guests in attendance, providing you an excellent environment for networking with our Virginia credit unions.
The exhibitor fee has been established at $2,500, and we suggest you act now to reserve an exhibit space.
You need to complete and return the enclosed exhibitor application and agreement with your exhibitor fee
of $2,500 as soon as possible to reserve your space. All applications are accepted on a first-come, first-serve
basis. Also, please complete and return the bottom portion of the exhibitor overview with the exact
information regarding your display. Exhibitors who have been to our showcase of services in previous years
will receive priority in space allocations.
The enclosed information should cover most questions; if not please feel free to contact Mary Amyx at
1-800-768-3344, ext. 630. We look forward to seeing you at our Annual Meeting & Innovation Expo.
Sincerely,
Terry R. Childress
Executive Vice President
Enclosures
1207 Fenwick Drive Lynchburg, VA 24502 • PO Box 11469 Lynchburg, VA 24506
P: 800 768 3344 • 434 237 9600 F: 434 239 8148 www.vacul.org
Innovation Expo
Overview
VENDOR AGENDA
Wednesday, April 15, 2015
7:30 am breakfast/ 8:30 am start
CU Cares Foundation Golf Tournament – Roanoke Country Club
4:00 pm – 6:30 pm
Exhibit Set-Up
7:30 pm – 11:00 pm
“Spectacular Spectacular!” Networking Event (Old-Hollywood themed)
Thursday, April 16, 2015
9:00 am – 1:30 pm
Exhibit Set-Up (All displays must be set up by 2:00 pm opening!)
2:00 pm – 3:30 pm
Innovation Expo Preview
5:00 pm – 7:00 pm
Innovation Expo
~Community Involvement Benefit
~Heavy Hors d’oeuvres and open bar
Friday, April 17, 2015
7:30 am – 9:00 am
Innovation Expo
~Continental Breakfast served
9:00 am – 10:30 am
Exhibit Tear-Down (All displays must be torn down by 10:30AM!)
Your $2,500 exhibit fee includes:
 8’x10’ exhibit space  6’ draped table  2 chairs  wastebasket  120v conventional wall outlet
(Provide your own extension cord – 3 wire grounded)
Extra or special electric service and/or telephone lines are available on an advance request and priced on an individual
basis. For more information, contact Mary Amyx – 800.768.3344, x630.
Exhibitor lodging arrangements are the responsibility of the vendor
Please let us know the size of your display so that we may provide enough space for your exhibit.
Type of display:
□ Floor Model
□ Table Top Display
Approximate Size of your display: _______________________
Please return with your exhibit fee and executed contract as soon as possible.
All information should be sent to: Mary Amyx, VCUL – PO Box 11469 – 1207 Fenwick Drive – Lynchburg VA 24506.
VIRGINIA CREDIT UNION LEAGUE
2015 Annual Meeting
EXHIBITOR TERMS AND CONDITIONS
The undersigned applicant (the "Applicant" or "Exhibitor") desires to lease space and participate as an exhibitor in
the 2015 Annual Meeting (the "Annual Meeting") of the Virginia Credit Union League (the "League"), which is scheduled to
be held at the Hotel Roanoke, Roanoke, Virginia (the "Facility"), commencing on Wednesday, April 15, 2015 and
continuing through Friday, April 17, 2015. The Applicant submits this application (the "Application") with the understanding
that, if this Application is accepted by the League as provided herein, the Applicant shall be subject to (i) all of the terms,
conditions, rules and regulations attached hereto (the "Terms and Conditions"), all of which are incorporated herein by
reference, and (ii) any additional terms, conditions, rules and regulations which may be adopted from time to time by the
League or the Facility and which in any way pertain to or govern exhibitors at the Annual Meeting. Upon acceptance by the
League, this Application shall constitute a binding agreement between the parties (the "Agreement").
For each exhibit booth requested, the Applicant has enclosed herewith its share draft or check payable to the
League in the amount of Two Thousand Five Hundred Dollars ($2,500) (the "Payment"), which, in the event the Application
is accepted by the League, shall represent payment in full for the exhibit space requested. This Application shall not
become a binding agreement until and unless accepted and executed on behalf of the League. If this Application is not
accepted by the League due to a lack of exhibit space or otherwise, the Payment shall be refunded in full, without interest,
to the Applicant.
Please provide a brief statement as to the nature of the proposed exhibit and the products to be exhibited
and/or distributed by the Applicant at the Annual Meeting:
IN WITNESS WHEREOF, the Applicant has caused this Application to be executed individually or by an officer,
agent or representative duly authorized to execute the same.
APPLICANT:
(Company Name)
By:___________________________________________________Title:______________________________
Address:
City:
Phone: (
________________________
) ______________________________
Fax: (
State:
Zip: ___________
) ________________________
E-mail: _______________________________________________________________________________
Date: ___________________________________________
Name of contact person(s) who will be responsible for booth at the event in Roanoke:
____________________________________________________________________________________
Sign and return with your check to:
Virginia Credit Union League, ATTN: Mary Amyx, P.O. Box 11469, Lynchburg, VA 24506.
Accepted on behalf of Virginia Credit Union League: Initials: ____________ Date:_________________
VIRGINIA CREDIT UNION LEAGUE
2015 Annual Meeting
EXHIBITOR TERMS AND CONDITIONS
1.
COMPLIANCE: These terms and conditions (the "Terms and Conditions") are part of the Agreement
between the Virginia Credit Union League (the "League") and the Exhibitor. The Exhibitor agrees that failure to abide by
any term or condition set forth herein or any rule or regulation concerning exhibits otherwise adopted by the League or the
Facility, shall constitute a breach of the Agreement between the Exhibitor and the League. In the event of such a breach,
the League may pursue any available legal or equitable remedy.
2.
BOOTH SIZE AND ASSIGNMENT: The size of each booth shall be 8ft X 10ft or an approximate
equivalent thereof. Booth assignments for all exhibitors will be established by the League on a random basis. The
League, however, shall retain the right to change any exhibit booth assignment at any time at its sole discretion. The
League shall notify the Exhibitor of the Exhibitor's booth assignment upon arrival of the Exhibitor at the Facility on either
Wednesday, April 15, 2015 or Thursday, April 16, 2015.
3.
INSTALLATION: The Exhibitor shall assume responsibility for setting up and installing its exhibit between
the hours of 4:00 p.m. and 6:30 p.m. on Wednesday, April 15, 2015, and on Thursday, April 16, 2015 between the hours of
9:00 a.m. and 1:30 p.m. All exhibit set-up and installation must be completed by 1:30 p.m. on Thursday, April 16, 2015. All
property must be shipped to and from the Facility by the Exhibitor. Any space not occupied by 2:00 p.m. on April 16, 2015
will be forfeited by the Exhibitor and the space may be resold, reassigned or used by the League without refund, unless
arrangements for delayed occupancy have received prior approval of the League.
4.
PROTECTION OF PREMISES: Nothing shall be posted, tacked, nailed, screwed or otherwise attached to
columns, walls, floors or other parts of the building or furniture of the Facility. Exhibitor will not use live animals for any
purpose while on Hotel’s premises. Anything in connection with set-up and installation by the Exhibitor which is necessary
or proper for the protection of the building, equipment or furniture of the Facility shall be furnished by the Exhibitor at its
own expense.
5.
ELECTRICAL SERVICE: One 220/110 electrical outlet will be provided at no additional cost. Extra
electrical service in the exhibit area is available to the Exhibitor for an additional charge. The Exhibitor must arrange this
service in advance directly with the hotel. All electrical set up by the Exhibitor shall be the responsibility of the Exhibitor
and shall conform to the applicable electrical code. Notwithstanding the Exhibitor's purchase of electrical service, all of the
indemnity provisions set forth herein shall remain in full force and effect.
6.
DISPLAYS: All displays shall be confined to the Exhibitor's assigned booth space. The Exhibitor agrees
not to display products or literature that are not regularly sold or distributed by it, except as may be necessary to illustrate
the applications of its product(s).
7.
EXHIBIT DIMENSIONS: Displays covering the back of exhibit booths are not to exceed a depth of three
(3) feet so as not to obstruct the view of adjacent exhibit booths. No display shall exceed these dimensions unless a
sketch is submitted to and approved by the League at least fifteen (15) days prior to the Annual Meeting. In no instance
may the Exhibitor's exhibit protrude into the aisle or another exhibit space, except as expressly permitted by the League.
8.
NOISE: Throughout the Annual Meeting the Exhibitor shall keep noise to a minimum and shall not
operate sound equipment, loudspeakers or any other noise-creating or amplifying devices without prior approval of the
League. The League shall at all times retain the right to require the Exhibitor to modify or reduce sound generated at its
booth at the sole discretion of the League.
9.
INTERVIEWS AND DEMONSTRATIONS: All activities within the Exhibitor's booth shall be conducted in
such a way as to not infringe on the right of other exhibitors or offend visitors to the Exhibitor's booth or the exhibit area.
Interviews must be confined to the Exhibitor's booth. Determinations with respect to the Exhibitor's compliance
with the provisions of this paragraph shall be at the sole discretion of the League.
10.
OBJECTIONABLE EXHIBIT: The League reserves the right, exercisable in its sole discretion, to reject or
require the removal at any time of any exhibit (or part thereof) or individual which, in the League's opinion, is objectionable
in any fashion to any delegate, exhibitor or other person. No liability or damages whatsoever against the League or any of
its employees, agents or representatives shall be incurred as a result of such rejection or requirement of removal. In the
event the Exhibitor is rejected or removed, the Exhibitor shall not be entitled to any refund from the League.
VIRGINIA CREDIT UNION LEAGUE
2015 Annual Meeting
EXHIBITOR TERMS AND CONDITIONS
11.
ANNOUNCEMENTS: No announcement of extracurricular activities (e.g., hospitality suites) in which the
Exhibitor is to serve as host or participant shall be displayed by the Exhibitor without prior approval of the League.
12.
FOOD: Any food items offered at the booth must be wrapped or containerized (e.g., commercially
wrapped candy or mints). Exhibitor agrees to respect the Facility's food policies. Perishable foods are prohibited.
Exhibitor will purchase all food and beverage through the Hotel. All fees will be charged the day of the Show.
13.
INTERFERENCE WITH SESSIONS: In keeping with the character of the Annual Meeting as a working
convention, the Exhibitor agrees to refrain from engaging in any activities which may interfere with attendance of the
sessions.
14.
SALES: The actual sale of goods or services is not permitted on the exhibition premises, but orders for
subsequent sale and delivery may be taken. Distribution of souvenirs and samples of products is permitted provided there
is no interference with other exhibits.
15.
CONTACT PERSON: The Exhibitor agrees to have at least one of the contact persons referenced on the
Application present in the booth or within close proximity thereto at all times during exhibit hours. No more than two (2)
representatives may represent the Exhibitor in a single booth at one time. The League reserves the right to allow an
Exhibitor to have more than two (2) representatives present however the Exhibitor may be charged an additional $100 per
additional representative.
16.
ENDORSEMENTS: The League does not approve, endorse or recommend the use of any specific
commercial product or service without prior agreement. Therefore, the Exhibitor may not without the prior written consent
of the League imply, either verbally or in printed literature, that its products or services are approved endorsed or
recommended by the League.
17.
exhibit area.
ADMISSION POLICIES: The League shall have sole control over admission policies pertaining to the
18.
LOCAL LAWS: The Exhibitor agrees to comply with local laws, ordinances and regulations and to furnish
any permits required by local authorities, all at the Exhibitor's own expense.
19.
NO ASSIGNMENT: The Exhibitor agrees not to assign or sublet any portion of any space leased to it and
further agrees that it shall not permit individuals other than its employees, agents or representatives to use any space
leased to it.
20.
CANCELLATION BY EXHIBITOR: It is understood by the Exhibitor that if it cancels its reservation for
exhibit space after the signed Application has been returned and accepted by the League, there will be no refund of any
money paid toward the rental of this space, unless the League is able to lease the space to another exhibitor at least
fifteen (15) days before the Annual Meeting, in which case the League shall retain one-half (1/2) of any amount paid or
payable by the Exhibitor for the exhibit space, and any remainder shall be refunded to the Exhibitor, without interest.
However, the League shall not be liable, either financially or otherwise, in the event that the Annual Meeting is
canceled, postponed, or relocated on account of fire, strike, government regulation, casualty, act of God, or other cause
beyond the control of the League.
21.
CANCELLATION BY LEAGUE: In the event the Annual Meeting or any part thereof is cancelled by the
League, the League shall determine and refund to the Exhibitor its proportionate share of the balance of any aggregate
exhibit fee received which remains after deducting expenses incurred by the League and reasonable compensation to the
League, but in no case shall the Exhibitor be entitled to an amount in excess of the amount of exhibit fee paid to the
League by the Exhibitor.
22.
PROPERTY DAMAGE: The Exhibitor shall be responsible for its exhibit materials at all times, including
times that the exhibit area is closed to Annual Meeting participants. The League shall not provide security against and
shall not assume responsibility or liability for any theft, damage or loss, whatever the cause, to the property of the
Exhibitor, its employees, agents or representatives. Any insurance to cover against such contingencies must be placed
and paid for by the Exhibitor, and the League assumes no responsibility or liability for the same.
VIRGINIA CREDIT UNION LEAGUE
2015 Annual Meeting
EXHIBITOR TERMS AND CONDITIONS
23.
INDEMNIFICATION: The Exhibitor agrees to protect, indemnify, defend and save harmless the League,
along with employees, agents and representatives, against any and all claims, demands, liabilities, losses and damages
arising out of or caused by the Exhibitor's installation or removal of exhibit property and materials, maintenance of same,
and occupancy or use of the exhibition premises or any part thereof, except as such liability may be caused solely by the
negligence of the League. In addition, the Exhibitor acknowledges that the League will not maintain insurance covering the
Exhibitor's property or materials, and that it shall be the sole responsibility of the Exhibitor to secure business interruption
and property damage insurance covering any losses related to same, if the Exhibitor desires the benefits of such
insurance.
24.
RELINQUISHMENT OF SPACE: The Exhibitor shall relinquish its exhibit space and have all exhibit
materials removed from the Facility within two (2) hours of the time the exhibit area is closed by the League. The Exhibitor
shall be responsible for any damages suffered by the League, which may arise as a result of the Exhibitor's failure to
relinquish the exhibit space in a timely fashion.
25.
INTERPRETATIONS; AMENDMENTS: The League shall have sole authority to interpret and enforce all
terms, conditions, rules and regulations as shall be necessary for the orderly conduct of the exhibits and the Annual
Meeting. The League shall make reasonable efforts to promptly inform all exhibitors of amendments to the terms,
conditions, rules or regulations which may be adopted pursuant to the Agreement.
26.
INQUIRIES: All inquiries concerning the 2015 Annual Meeting should be directed to:
Virginia Credit Union League, Attn: Mary Amyx
P.O. Box 11469, Lynchburg, VA 24506, (434) 237-9630.
VIRGINIA CREDIT UNION LEAGUE
2015 Annual Meeting
EXHIBITOR TERMS AND CONDITIONS
ELECTRICAL SERVICE ORDER
The Application and Agreement, along with all Terms and Conditions, shall apply to this order.
So that we can accommodate your electrical request please let us know if you requested more than one 220/110
outlet (or other request) with the Hotel. This is to assist us in assigning your exhibit space in a location near the
requested special service.
****If you do not require electrical service, please let us know.****
Special Service Description:
0226779.01
Sponsorship Reply Form
Annual Meeting & Innovation Expo
April 15-17, 2015
To appear in our Event Guide return completed
form with check
no later than: April 1st
Mary Amyx, VCUL
PO Box 11469
Lynchburg VA 24506-1469
Wednesday, April 15th Events
2:00 P.M. Education Sessions - $500 each
**Session details can be found on enclosed schedule or at www.vaculannualmeeting.org**
**Please note topic of session you wish to sponsor**
Board/Governance Track
Topic:
Strategy Track I
Topic:
Strategy Track II
Topic:
Operations Track
Topic:
3:30 P.M. Education Sessions - $500 each
**Session details can be found on enclosed schedule or at www.vaculannualmeeting.org**
**Please note topic of session you wish to sponsor**
Board/Governance Track
Topic:
Strategy Track I
Topic:
Strategy Track II
Topic:
Operations Track
Topic:
"Spectacular Spectacular!" - Networking Event
DJ Entertainment - $1,500
Thursday, April 16th Events
9:00 A.M. Education Sessions - $500 each
**Session details can be found on enclosed schedule or at www.vaculannualmeeting.org**
**Please note topic of session you wish to sponsor**
Board/Governance Track
Topic:
Strategy Track I
Topic:
Strategy Track II
Topic:
Operations Track
Topic:
10:30 A.M. Education Sessions - $500 each
**Session details can be found on enclosed schedule or at www.vaculannualmeeting.org**
**Please note topic of session you wish to sponsor**
Board/Governance Track
Topic:
Strategy Track I
Topic:
Strategy Track II
Topic:
Operations Track
Topic:
Sponsorship Reply Form
Annual Meeting & Innovation Expo
April 15-17, 2015
Thursday, April 16th Events
Lunch & Learn - Keynote Address: Mark Sievewright
Event Sponsor - $2,500
3:45 P.M. Education Sessions - $500 each
**Session details can be found on enclosed schedule or at www.vaculannualmeeting.org**
**Please note topic of session you wish to sponsor**
Board/Governance Track
Topic:
Strategy Track I
Topic:
Strategy Track II
Topic:
Operations Track
Topic:
Friday, April 17th Events
Keynote Address: Karen McCullough
Event Sponsor - $2,500
schedule
Wednesday | April 15, 2015
TIME
EVENT
7:30 am
Golf Breakfast with 8:30 am tee time (off-site)
10:00 am - 3:00 pm
Young Professionals Event
2:00 pm - 3:15 pm
Education Sessions
Board Track: It’s Not About the Planning Session
Strategy Track: Linking Your HR Strategy to Your Strategic Plan
Strategy Track: Seeing the World Through Your Members’ Eyes
Operations Track: Underwriting for Loan Growth
3:30 pm - 4:45 pm
Education Sessions
Board Track: Your Board and Learning to Think Strategically
Strategy Track: Serving Members Based on Life Stage
Strategy Track: Strategic Lending: An End to Order Taking
Operations Track: “Tell Me We Are NOT Doing That”
5:00 pm - 6:15 pm
CUSCVA Annual Meeting
7:30 pm - 11 pm
Networking Event - “Spectacular Spectacular!” (Old Hollywood-themed event)
Community Involvement Committee (Foundation) fund-raiser
Thursday | April 16, 2015
TIME
EVENT
8:00 am - 8:45 am
Social Responsibility Awards Presentation & Networking Session
9:00 am - 10:15 am
Education Sessions
Board Track: Research Insights Into Credit Union Leadership
Strategy Track: Mobile Payment Plays for Financial Institutions
Strategy Track: Credit Union Execs - Trumpeting Your To-Do List
Operations Track: Mining for Revenue
10:30 am - 11:45 am
Education Sessions
Board Track: Finding Your ‘Purpose’ as a Board
Strategy Track: ‘Thrive in the Shift’
Strategy Track: Bringing Strategy Closer to Your Employees
Operations Track: Recruitment and Retention Strategies That Work!
Noon - 1:30 pm
Lunch & Learn
Keynote Address - Mark Sievewright
(“Becoming Relevant, Staying Prevalent”)
2:00 pm - 3:30 pm
Innovation Expo/Community Involvement Committee Event
3:45 pm - 5:00 pm
Education Sessions
Board Track: Cybersecurity - What Volunteer Officials Need to Know
Strategy Track: US Payments System - Where We Are, Where We’re Going
Strategy Track: Strategy is Everyone’s Business - Especially the Rising Executive’s
Operations Track: 3D Marketing
5:00 pm - 7:00 pm
Innovation Expo/Community Involvement Event
(heavy hors d’ oeuvres and open bar)
Friday | April 17, 2015
TIME
EVENT
7:30 am - 9:00 am
Innovation Expo/Continental Breakfast
8:45 am - 10:30 am
League Business Session
10:30 am - Noon
Keynote Address - Karen McCullough
(‘Change is Good...You Go First’ - Embracing a Change Mindset
SAVE THE DATE: Wednesday, April 15, 2015
Hotel Roanoke
Roanoke, Virginia
education
VACUL Annual Meeting
/Board Track/
Young Professionals!
YOUNG
PROFESSIONALS
THINK
TANK
Don’t miss this chance to enhance your
interpersonal skills and participate in an
afternoon discussion designed to help you
better understand the future of YP’s in
Virginia and the future of our credit unions!
Registration:
Only $150 for a full-day program (10AM-3PM)
Add $50 if you want to attend the networking event, “Spectacular, Spectacular!”
Be A Part Of:
Understanding Personal Development
Realizing Personal Success
Getting To The Next Level
Shaping The Future Of YP’s And CUs In Virginia
Envisioning The Future Of YPs In Virginia
Discussing Where We Are Going As An Industry?
Speaker:
The Young Professionals Program
will be facilitated by Andy Janning,
President and Founder of NO NET
Solutions. Andy is an award winning trusted advisor and consultant to credit unions.
It’s Not About the
Planning Session Why Strategic
Planning Needs to
be on the Agenda at
Every Board Meeting
Your League, working with the Young
Professionals Committee, is planning a
program at next year’s Annual Meeting
designed for young professionals to come
together and be a part of something BIG!
All YPs registered for the full Annual Meeting are encouraged to attend this special YP
program at no additional charge.
Contact your League’s Nicole Widell
(nwidell@vacul.org) or Bethany Scott
(bscott@vacul.org) for details.
If you plan to attend only the YPN event on
Wednesday, contact Nicole or Bethany to
register. If registering for the full Annual
Meeting + the YPN event, use the enclosed
registration form or register online.
He’s passionate about our
young professionals and the
future of our industry.
Don’t miss the opportunity
to spend the day with Andy
and help shape our future!
www.vacul.org/events
Speaker: Dr. Michael Hudson
Credit Union Strategy
/Keynoter/
/Keynoter/
Karen McCullough
Mark Sievewright
Motivational Speaker
Fiserv
The riskiest thing any businesses or individual can do in
the new world reality is to not
change.
The transformation continues
in the U.S. financial services
industry and it’s changing how
credit unions do business, how
they develop a strategy for their
futures and how they collaborate
around products, services and
information.
In her program “Change Is
Good,” Karen McCullough
empowers you with a change
mindset that will help you
make positive changes in your
business and your life. She
debunks age-old myths about
change and gives you the three
critical keys—awaken, activate,
advance—to help you make
important positive changes in
your life.
You will receive the framework
to successfully change yourself,
and your organization while integrating technology and adaptability across the generations
to increase team potential.
Her energetic presentation
includes real-life examples along
with practical solutions that leave
you with the tools and a change
mindset to elevate new hope, new
skills, and a new way of thinking.
It’s time to get excited about
change and see the opportunities.
Mark will highlight industry
changes, their implications for
credit union leaders and the strategies it will take to remain relevant and become prevalent.
/About Our
Education
Sessions
For your convenience and
planning, we have organized
our education sessions into
tracks focused on three broad
categories: board/governance, strategy and operations.
You are not limited in your
choice of education sessions.
You can move between the
tracks. We do this simply to
provide some guidance on
which tracks might best meet
the needs and expectations of
our participants.
It happens every fall (and sometimes in the spring)--the annual
strategic credit union planning
session. It is important. It is
necessary. And it adds value.
But it is not enough.
In this session we’ll identify the
value of making strategic planning an agenda item on every
Board meeting and provide specific ideas you can use to make
strategic planning part of the
day-to-day work of the Board
to improve your effectiveness
in pursuing and achieving your
vision for the future.
Your Board & Learning
to Think Strategically
- A 7-Step Process for
Getting Outside the
Box and Discovering
Breakthrough Ideas
Speaker: Dr. Michael Hudson
Credit Union Strategy
Strategic thinking is about
ideas--ideas that can be translated into actions that produce
results.
But getting outside of the box is
not easy. This session will show
you how and give you tools that
will help you take action. We’ll
start by defining what the box
actually is and why it matters.
Then we’ll talk about how to get
outside of the box and provide
you with a 7-step process you
can use to discover ideas that
will take your thinking to the
next level regarding the possibilities for your credit union.
Research Insights
Into Credit Union
Leadership
Speaker: Ben Rogers
Filene Research Institute
With a wide range of studies
offering their insights, what can
we learn about the governance
of corporations that can help
credit unions enhance the effectiveness of their boards of directors and governance processes.
We’ll look at areas ripe for improvement in the vast majority
of boards, including the board/
CEO relationship, time management, director evaluations and
continuing education.
Learn how board practices can
drive credit union performance,
and how credit union leaders at
each level can turn best practices into their practices.
Finding Your Purpose
As a Board
Speaker: Ben Rogers
Filene Research Institute
Warren Buffet once called corporate boards “tail-wagging
puppy dogs,” and credit union
boards should take that as a
caution.
Volunteer boards display a
broad range of competence
and engagement. This candid
discussion reflects on several
Filene research reports on credit union governance practices
and takes aim at both the good
and the bad, while prescribing
real-world responses through
exposure to:
• Tracking the relationship
between credit union governance and performance.
• Best practices from North
American credit unions.
• Recruitment and selection
habits at credit union boards
• How can boards add more
value?
• The board’s role in mergers.
uu
education
education
uu
Cybersecurity – What
Volunteer Officials
Need to Know
Speaker: TBD
You read the headlines about
data breaches, compromises and
fraud.
Here’s your opportunity to
acquire a working knowledge of
the cyber-threats facing credit
unions, including the risks posed
by third party vendors; cyber
security and disaster preparedness; the measures financial
services firms deploy to prevent
data breaches; and the regulatory
issues surrounding cybersecurity.
/Strategy Track/
Linking Your HR
Strategy to Your
Strategic Plan
Speaker: Denny Graham
FI Strategies LLC
Most organizations view the
department of Human Resources
(HR) as an administrative function and ignore the need and
opportunity to align HR with its
strategic plans.
When we better understand
each member, we can better communicate with them
through marketing and at the
front line.
nel preferences through your
consumer lending program?
Member experiences, fueled
by technology, are driving new
expectations for your members.
Serving Members
Based on Life Stage
Review the demographic and
technology trends and learn
how you can maximize mobile
lending for your credit union.
Speaker: Eric Gagliano
MarketMatch
This interactive session will
provide attendees with opportunities to learn and discuss
generational segments and life
stages.
Members financial needs are
driven by life’s milestones.
During the group-work portion of this session, attendees
will discuss these milestones
in member’s lives, how these
changes affect their finances
and the financial products and
services that would be useful
based on these changes.
Strategic Lending – An
End to Order Taking
Speaker: Pierre Cardenas
CU Lending Advice LLC
But the essence of HR is strategic! When properly aligned, HR
contributes to successful strategy
and the credit union’s bottom
line.
Waiting for your members to
request a loan from your credit
union is so 80’s. The only good
thing about the 80’s is the music,
and if you want loan business
you are going to have to go out
and get it!
Learn how internally consistent
HR practices ensure your people
contribute to your business
objectives.
This session will help you take a
strategic approach to a “PROACTIVE” lending program...reactive lending is out!
Seeing the World
Through Your
Members’ Eyes
Mobile Payment Plays
for Financial
Institutions
Everyone that walks in a credit
union’s front door has different
needs and different perceptions
based on the world they grew up
in and the events happening in
their life right now.
Integrating Mobile into your
Loan Growth Strategy
Now that you understand mobile
lending, have you learned what
it can do for your credit union
and your members? Are you
meeting your members chan-
Speaker: Eric Gagliano
MarketMatch
Speaker: TBD
Credit Union Execs –
Trumpeting Your To-Do
List - Communicating
C-Level Priorities in a
Noisy Corporate World
Speaker: Andy Janning
NO NET Solutions
As an executive, you’re keenly
aware of the production goals and
service expectations necessary to
keep your company thriving in a
challenging economic climate.
But as you share your vision
and guidance from the top, your
messages are running into stiff
competition from powerful distractions that threaten to pull
the focus of your staff in other,
less productive directions.
This fast-paced session will give
you the opportunity to hear
more about the innovative staff
communication techniques
other executives are currently
using to keep their employees
focused on the right goals, and
for the right reasons. You’ll
leave the session with specific
and successful practices that
will immediately benefit the
employees you lead and serve.
Thrive In The Shift
Speaker: Patrick Adams
St. Louis Community CU
The member experience is just
not the same. The demand for
e-solutions and the coming wave
of mobile banking is quickly
changing the way consumers
choose to interact with financial
institutions. And the pace of
change is accelerating.
Very soon, CUs will have to
decide: are you prepared to
keep pace or have you decided
to let the world pass you by?
In this session, we’ll talk about
how new ideas, channels and
methods can support longstanding CU aims and values.
We’ll share examples of companies that successfully made difficult shifts like this and those
that failed.
Bringing Strategy Closer to Your Employees
Speaker: Jeff Rendel
Rising Above Enterprises
Strategy and leadership do not
only reside at the top of an organization chart or in the executive suite.
In reality, strategy and leadership are put into place at the
managerial level and front line
– right where your members and
colleagues expect it most.
In a world of open communication and flat organizations,
strategy and leadership are no
longer top-down: they are up,
down, and across organization
charts, divisions, and job descriptions.
Every leader at every level is
responsible for leading one’s
self, one’s network, and one’s
strategic role on every team. It’s
up to us – credit union leaders
– to explain strategy, gain commitment, and ensure participation in the practical application
of strategy at your credit union.
U.S. Payments System – Where We Are,
Where We’re Going
Speaker: Mark Sievewright
Fiserv
We are only at the end of the
beginning of profound changes
in the U.S. payments market.
The evolution of debit over the
past ten years has been impressive but new forms of payment
are emerging rapidly, including
mobile payments, personto-person payments and the
fast-growing prepaid market.
Additionally, new regulatory
proposals threaten the very
fabric of credit unions’ non-interest payments revenue.
During this session, Mark will
speak on the changes currently
underway in the payments
market, along with cutting edge
technology and emerging trends,
and long-term strategies to keep
up with the changing landscape.
Strategy Is Everyone’s
Business – Especially
the Rising Executive’s
Speaker: Jeff Rendel
Rising Above Enterprises
Strategic planning – and its execution – is not set aside exclusively for the CEO’s office and the
Board Room.
For your institution to prosper,
its strategy must be defined and
put into action at every level –
your branch, your department,
and your desk. Your role in
strategic success becomes indispensable as you perform your
duties and direct others with
strategic intent and a grounded,
real world perspective.
Every budding executive’s participation level in and contribution to
strategic planning will differ, yet
your involvement is necessary for
your institution’s success.
/Operations Track/
Underwriting for Loan
Growth
Speaker: Pierre Cardenas
CU Lending Advice LLC
If you want to capture and deepen
a relationship with your members
– Give Them a Loan!
Easier said than done, right? It is
not that many do not qualify, it
is that you do not know how to
qualify them.
Relationship mitigates risk and
every loan should be evaluated
based on the 4 Ds and the 2
levels of underwriting. Learn all
about how you can and should
be taking better care of your
members’ loan needs!
Tell Me We Are Not
Doing That!
Speaker: Denny Graham
“Tell me we’re not doing that” is
a direct quote from a credit union
CEO after listening to a group
of her people walk through the
process of handling cash at her
branches.
It could have been more complicated, but she wasn’t sure how.
Every year credit unions spend
millions of dollars in labor costs
through complex processes designed to make sure errors never
occur – at horrendous cost.
This session will discuss results
from other credit unions who
found ways to ensure staff spend
more time on the money-making
tasks – providing higher levels
of sales and service – and less
time on the money-losing tasks
– wading through mountains of
redundant paperwork.
Mining for Revenue
Speaker: Jeff Rendel
Rising Above Enterprises
Let’s face it – margins are tight
and getting tighter; operations
are as lean as we can make
them; and, we can’t cut our way
to growth. The top line is the
new bottom line and we need
new, immediate, and lasting
sources of revenue.
Come learn what credit unions
around the nation are implementing to grow their revenue
bases in ways that do not require
“extraordinary” classification.
More important, learn how your
credit union can look outside the
core business of banking-as-usual
to increase revenue, profits, and
cash flow in manners that do
not compromise – or minimize –
member service.
Hiring (and Firing)
Sally Field - How to
Recruit and Develop
Top Talent
Speaker: Andy Janning
NO NET Solutions
Whether it’s attracting new
team members or helping your
experienced staff master new
technology, practice sales/service techniques, or build better
leaders, your organizational
development and recruiting
programs are a competitive
advantage.
But how do you bring in the
right people…and correctly measure the way in which you’ve
trained them? What’s the best
way to show they had the right
impact on the right employees,
at the right price? And how
do you report those results to
senior leaders and staff in a way
that ensures their support?
This session will expose the
flaws inherent in many common
employee development and recruiting programs – including a
crucial one inspired by a certain
Oscar-winning actress – and the
damage they cause for your staff
and members.
We’ll turn our focus to timetested techniques – built with
a CFO’s brain, 10 key questions,
and a 4,000-year-old storytelling
pattern – that will revolutionize
your approach to organizational
development, and learn how
they helped one organization
add $700 million in assets in less
than 10 years.
3D Marketing: Diversity, Demographics &
Delivery Systems
Speaker: Patrick Adams
St. Louis Community CU
Our current member base is
aging and the general population is becoming increasingly
diverse. How is your credit
union planning to adapt to these
changes?
Most credit unions have more
retirees who are members than
they have members who are
under 20 years of age. What
does this say about your credit
union’s future loan portfolio?
And how is your credit union
adapting to the increasing diversity in American society?
Female members already outnumber male credit union members. An increasing number
of Hispanics, Asian Americans,
African Americans and Eastern
European immigrants have entered the workforce. How is your
credit union preparing to serve
these new segments while retaining current members?
This program discusses strategies to help your credit union
market to these new segments,
and explains why traditional
marketing approaches have
already become obsolete.
education
education
uu
Cybersecurity – What
Volunteer Officials
Need to Know
Speaker: TBD
You read the headlines about
data breaches, compromises and
fraud.
Here’s your opportunity to
acquire a working knowledge of
the cyber-threats facing credit
unions, including the risks posed
by third party vendors; cyber
security and disaster preparedness; the measures financial
services firms deploy to prevent
data breaches; and the regulatory
issues surrounding cybersecurity.
/Strategy Track/
Linking Your HR
Strategy to Your
Strategic Plan
Speaker: Denny Graham
FI Strategies LLC
Most organizations view the
department of Human Resources
(HR) as an administrative function and ignore the need and
opportunity to align HR with its
strategic plans.
When we better understand
each member, we can better communicate with them
through marketing and at the
front line.
nel preferences through your
consumer lending program?
Member experiences, fueled
by technology, are driving new
expectations for your members.
Serving Members
Based on Life Stage
Review the demographic and
technology trends and learn
how you can maximize mobile
lending for your credit union.
Speaker: Eric Gagliano
MarketMatch
This interactive session will
provide attendees with opportunities to learn and discuss
generational segments and life
stages.
Members financial needs are
driven by life’s milestones.
During the group-work portion of this session, attendees
will discuss these milestones
in member’s lives, how these
changes affect their finances
and the financial products and
services that would be useful
based on these changes.
Strategic Lending – An
End to Order Taking
Speaker: Pierre Cardenas
CU Lending Advice LLC
But the essence of HR is strategic! When properly aligned, HR
contributes to successful strategy
and the credit union’s bottom
line.
Waiting for your members to
request a loan from your credit
union is so 80’s. The only good
thing about the 80’s is the music,
and if you want loan business
you are going to have to go out
and get it!
Learn how internally consistent
HR practices ensure your people
contribute to your business
objectives.
This session will help you take a
strategic approach to a “PROACTIVE” lending program...reactive lending is out!
Seeing the World
Through Your
Members’ Eyes
Mobile Payment Plays
for Financial
Institutions
Everyone that walks in a credit
union’s front door has different
needs and different perceptions
based on the world they grew up
in and the events happening in
their life right now.
Integrating Mobile into your
Loan Growth Strategy
Now that you understand mobile
lending, have you learned what
it can do for your credit union
and your members? Are you
meeting your members chan-
Speaker: Eric Gagliano
MarketMatch
Speaker: TBD
Credit Union Execs –
Trumpeting Your To-Do
List - Communicating
C-Level Priorities in a
Noisy Corporate World
Speaker: Andy Janning
NO NET Solutions
As an executive, you’re keenly
aware of the production goals and
service expectations necessary to
keep your company thriving in a
challenging economic climate.
But as you share your vision
and guidance from the top, your
messages are running into stiff
competition from powerful distractions that threaten to pull
the focus of your staff in other,
less productive directions.
This fast-paced session will give
you the opportunity to hear
more about the innovative staff
communication techniques
other executives are currently
using to keep their employees
focused on the right goals, and
for the right reasons. You’ll
leave the session with specific
and successful practices that
will immediately benefit the
employees you lead and serve.
Thrive In The Shift
Speaker: Patrick Adams
St. Louis Community CU
The member experience is just
not the same. The demand for
e-solutions and the coming wave
of mobile banking is quickly
changing the way consumers
choose to interact with financial
institutions. And the pace of
change is accelerating.
Very soon, CUs will have to
decide: are you prepared to
keep pace or have you decided
to let the world pass you by?
In this session, we’ll talk about
how new ideas, channels and
methods can support longstanding CU aims and values.
We’ll share examples of companies that successfully made difficult shifts like this and those
that failed.
Bringing Strategy Closer to Your Employees
Speaker: Jeff Rendel
Rising Above Enterprises
Strategy and leadership do not
only reside at the top of an organization chart or in the executive suite.
In reality, strategy and leadership are put into place at the
managerial level and front line
– right where your members and
colleagues expect it most.
In a world of open communication and flat organizations,
strategy and leadership are no
longer top-down: they are up,
down, and across organization
charts, divisions, and job descriptions.
Every leader at every level is
responsible for leading one’s
self, one’s network, and one’s
strategic role on every team. It’s
up to us – credit union leaders
– to explain strategy, gain commitment, and ensure participation in the practical application
of strategy at your credit union.
U.S. Payments System – Where We Are,
Where We’re Going
Speaker: Mark Sievewright
Fiserv
We are only at the end of the
beginning of profound changes
in the U.S. payments market.
The evolution of debit over the
past ten years has been impressive but new forms of payment
are emerging rapidly, including
mobile payments, personto-person payments and the
fast-growing prepaid market.
Additionally, new regulatory
proposals threaten the very
fabric of credit unions’ non-interest payments revenue.
During this session, Mark will
speak on the changes currently
underway in the payments
market, along with cutting edge
technology and emerging trends,
and long-term strategies to keep
up with the changing landscape.
Strategy Is Everyone’s
Business – Especially
the Rising Executive’s
Speaker: Jeff Rendel
Rising Above Enterprises
Strategic planning – and its execution – is not set aside exclusively for the CEO’s office and the
Board Room.
For your institution to prosper,
its strategy must be defined and
put into action at every level –
your branch, your department,
and your desk. Your role in
strategic success becomes indispensable as you perform your
duties and direct others with
strategic intent and a grounded,
real world perspective.
Every budding executive’s participation level in and contribution to
strategic planning will differ, yet
your involvement is necessary for
your institution’s success.
/Operations Track/
Underwriting for Loan
Growth
Speaker: Pierre Cardenas
CU Lending Advice LLC
If you want to capture and deepen
a relationship with your members
– Give Them a Loan!
Easier said than done, right? It is
not that many do not qualify, it
is that you do not know how to
qualify them.
Relationship mitigates risk and
every loan should be evaluated
based on the 4 Ds and the 2
levels of underwriting. Learn all
about how you can and should
be taking better care of your
members’ loan needs!
Tell Me We Are Not
Doing That!
Speaker: Denny Graham
“Tell me we’re not doing that” is
a direct quote from a credit union
CEO after listening to a group
of her people walk through the
process of handling cash at her
branches.
It could have been more complicated, but she wasn’t sure how.
Every year credit unions spend
millions of dollars in labor costs
through complex processes designed to make sure errors never
occur – at horrendous cost.
This session will discuss results
from other credit unions who
found ways to ensure staff spend
more time on the money-making
tasks – providing higher levels
of sales and service – and less
time on the money-losing tasks
– wading through mountains of
redundant paperwork.
Mining for Revenue
Speaker: Jeff Rendel
Rising Above Enterprises
Let’s face it – margins are tight
and getting tighter; operations
are as lean as we can make
them; and, we can’t cut our way
to growth. The top line is the
new bottom line and we need
new, immediate, and lasting
sources of revenue.
Come learn what credit unions
around the nation are implementing to grow their revenue
bases in ways that do not require
“extraordinary” classification.
More important, learn how your
credit union can look outside the
core business of banking-as-usual
to increase revenue, profits, and
cash flow in manners that do
not compromise – or minimize –
member service.
Hiring (and Firing)
Sally Field - How to
Recruit and Develop
Top Talent
Speaker: Andy Janning
NO NET Solutions
Whether it’s attracting new
team members or helping your
experienced staff master new
technology, practice sales/service techniques, or build better
leaders, your organizational
development and recruiting
programs are a competitive
advantage.
But how do you bring in the
right people…and correctly measure the way in which you’ve
trained them? What’s the best
way to show they had the right
impact on the right employees,
at the right price? And how
do you report those results to
senior leaders and staff in a way
that ensures their support?
This session will expose the
flaws inherent in many common
employee development and recruiting programs – including a
crucial one inspired by a certain
Oscar-winning actress – and the
damage they cause for your staff
and members.
We’ll turn our focus to timetested techniques – built with
a CFO’s brain, 10 key questions,
and a 4,000-year-old storytelling
pattern – that will revolutionize
your approach to organizational
development, and learn how
they helped one organization
add $700 million in assets in less
than 10 years.
3D Marketing: Diversity, Demographics &
Delivery Systems
Speaker: Patrick Adams
St. Louis Community CU
Our current member base is
aging and the general population is becoming increasingly
diverse. How is your credit
union planning to adapt to these
changes?
Most credit unions have more
retirees who are members than
they have members who are
under 20 years of age. What
does this say about your credit
union’s future loan portfolio?
And how is your credit union
adapting to the increasing diversity in American society?
Female members already outnumber male credit union members. An increasing number
of Hispanics, Asian Americans,
African Americans and Eastern
European immigrants have entered the workforce. How is your
credit union preparing to serve
these new segments while retaining current members?
This program discusses strategies to help your credit union
market to these new segments,
and explains why traditional
marketing approaches have
already become obsolete.
schedule
Wednesday | April 15, 2015
TIME
EVENT
7:30 am
Golf Breakfast with 8:30 am tee time (off-site)
10:00 am - 3:00 pm
Young Professionals Event
2:00 pm - 3:15 pm
Education Sessions
Board Track: It’s Not About the Planning Session
Strategy Track: Linking Your HR Strategy to Your Strategic Plan
Strategy Track: Seeing the World Through Your Members’ Eyes
Operations Track: Underwriting for Loan Growth
3:30 pm - 4:45 pm
Education Sessions
Board Track: Your Board and Learning to Think Strategically
Strategy Track: Serving Members Based on Life Stage
Strategy Track: Strategic Lending: An End to Order Taking
Operations Track: “Tell Me We Are NOT Doing That”
5:00 pm - 6:15 pm
CUSCVA Annual Meeting
7:30 pm - 11 pm
Networking Event - “Spectacular Spectacular!” (Old Hollywood-themed event)
Community Involvement Committee (Foundation) fund-raiser
Thursday | April 16, 2015
TIME
EVENT
8:00 am - 8:45 am
Social Responsibility Awards Presentation & Networking Session
9:00 am - 10:15 am
Education Sessions
Board Track: Research Insights Into Credit Union Leadership
Strategy Track: Mobile Payment Plays for Financial Institutions
Strategy Track: Credit Union Execs - Trumpeting Your To-Do List
Operations Track: Mining for Revenue
10:30 am - 11:45 am
Education Sessions
Board Track: Finding Your ‘Purpose’ as a Board
Strategy Track: ‘Thrive in the Shift’
Strategy Track: Bringing Strategy Closer to Your Employees
Operations Track: Recruitment and Retention Strategies That Work!
Noon - 1:30 pm
Lunch & Learn
Keynote Address - Mark Sievewright
(“Becoming Relevant, Staying Prevalent”)
2:00 pm - 3:30 pm
Innovation Expo/Community Involvement Committee Event
3:45 pm - 5:00 pm
Education Sessions
Board Track: Cybersecurity - What Volunteer Officials Need to Know
Strategy Track: US Payments System - Where We Are, Where We’re Going
Strategy Track: Strategy is Everyone’s Business - Especially the Rising Executive’s
Operations Track: 3D Marketing
5:00 pm - 7:00 pm
Innovation Expo/Community Involvement Event
(heavy hors d’ oeuvres and open bar)
Friday | April 17, 2015
TIME
EVENT
7:30 am - 9:00 am
Innovation Expo/Continental Breakfast
8:45 am - 10:30 am
League Business Session
10:30 am - Noon
Keynote Address - Karen McCullough
(‘Change is Good...You Go First’ - Embracing a Change Mindset
Credit Unions Care
Foundation of Virginia
3rd Annual Golf Classic
GOLFER REGISTRATION
Sponsored by CUNA Mutual Group
The Credit Unions Care Foundation of Virginia 3rd Annual Golf Classic, sponsored by
CUNA Mutual Group, will be held on Wednesday, April 15, 2015 at the Roanoke Country
Club, 3360 Country Club Drive, Roanoke, VA 24017. Breakfast will be served beginning at
7:30 a.m. followed by a shotgun start at 8:30 a.m. with an awards reception to follow. The cost
will be $125 per player and will include green fees, cart, breakfast, range balls, 1 mulligan/1
throw, door and tournament prizes, and awards reception. Please complete the form below
and be sure to include the name(s) of anyone else you wish to play with. All single registrants
will be paired with a team. Registration deadline is April 10, 2015.
This is a great way to kick off the 81st VACUL Annual Meeting!
If you would like more information on the golf tournament, contact David Deacon at
800-768-3344, ext. 634 or ddeacon@vacul.org.
Credit Union/Company Contact Person Mailing Address E-mail/telephone Player Player Player Player Please make checks payable to Credit Unions Care Foundation of Virginia and mail to:
Virginia Credit Union League
Attn: Cathy Baldwin
P.O. Box 11469
Lynchburg, Virginia 24506-1469
Registration is also available online at www.vacul.org/events.
This tournament benefits the Credit Unions Care Foundation of Virginia, which supports credit unions’ social mission
by aiding our communities and offering assistance to those in need. Contributions to the foundation - a 501(c)(3) nonprofit organization - are fully U.S. tax-deductible.
Credit Unions Care
Foundation of Virginia
3rd Annual Golf Classic
SPONSORSHIP OPPORTUNITY
Sponsored by CUNA Mutual Group
Take advantage of a great opportunity to support the efforts of the Credit Unions Care Foundation of Virginia by becoming an event sponsor of the 3rd Annual Golf Classic. As a sponsor,
your name will be prominently displayed at the tournament with the proceeds championing
the efforts of the Foundation throughout the communities of the Commonwealth of Virginia.
Here are your sponsorship opportunities (see back for sponsorship benefits):
Beverage Station Sponsor: $700
Prize Sponsor: $300
Lunch Sponsor: $600
Hole Sponsor: $200
Awards Reception Sponsor: $500
Please check the option above and register your sponsorship today by faxing to 434-237-5068
or e-mailing your information to cbaldwin@vacul.org (Your sponsorship slot will not be
reserved until we receive your check):
Credit Union/Company Contact Person Mailing Address E-mail/telephone Please make checks payable to Credit Unions Care Foundation of Virginia and mail to:
Virginia Credit Union League
Attn: Cathy Baldwin
P.O. Box 11469
Lynchburg, Virginia 24506-1469
This tournament benefits the Credit Unions Care Foundation of Virginia, which supports credit unions’ social mission
by aiding our communities and offering assistance to those in need. Contributions to the foundation - a 501(c)(3) nonprofit organization - are fully U.S. tax-deductible.
Sponsorship Benefits
Beverage Station Sponsor - $700
Includes:
hh Corporate signage on beverage station throughout the tournament
hh Recognition on Welcome and Registration signage
hh Recognition on League website
hh Recognition on tournament promotional materials
hh Recognition in League e-newsletters
Lunch Sponsor - $600
Includes:
hh Corporate signage at Clubhouse dining area
hh Recognition on Welcome and Registration signage
hh Recognition on League website
hh Recognition on tournament promotional materials
hh Recognition in League e-newsletters
Awards Reception Sponsor - $500
Includes:
hh Corporate signage at Clubhouse dining area
hh Recognition on Welcome and Registration signage
hh Recognition on League website
hh Recognition on tournament promotional materials
hh Recognition in League e-newsletters
Prize Sponsor - $300
Includes:
hh Recognition on League website
hh Recognition on tournament promotional materials
hh Recognition in League e-newsletters
hh Signage at tournament
Hole sponsor - $200
Includes:
hh Promotional signage at your sponsored hole
hh Recognition on League website
hh Recognition on tournament promotional materials
hh Recognition in League e-newsletters

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