Professional Development through partnership with CUNA

NCCUL Annual Meeting

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June 8–11, 2013
Pinehurst, NC


ABOUT THIS EVENT

The NCCUL 78th Annual Meeting will bring together credit union leaders from all over our state to discuss the latest ideas and solutions that will strengthen our states' credit unions and grow our presence both state and nationwide. There will be many influential speakers, including Bill Cheney, President & CEO of Credit Union National Association, to give our credit union professionals exposure to the latest updates and trends in the credit union industry. The NCCUL Annual meeting also provides credit union professionals the perfect opportunity to get to know their fellow colleagues and forge the connections that will last a lifetime. Don't miss this annual celebration and help support North Carolina's credit unions!

Golf
Course No. 5
Ellis Maples, 1961
Pinehurst and the Maples family are indelibly intertwined, and more so with this Ellis Maples design. Opened in 1961, No. 5 holds true to a key Ross feature - Mother Nature as the best guide in golf architecture. The course has more water hazards to negotiate than any other course at Pinehurst. What you'll see is a lot of variety in the layout - uphill and downhill, left-to-right and right-to-left, long and short par fours.

Guest Program
Bring a guest to join you at Pinehurst. The guest program includes the general interest program.

General Interest Program: Bracelet Making
We are making bracelets this year! I know from year to year you have enjoyed the bracelets we have given away at the NCCUL booth. Just bring your creativity and we will furnish the rest. The program will start at 10:00 a.m. and end with a most enjoyable lunch on the porch at noon. Hope to see you there! Please note that you must register in advance to participate in this event. This registration is included with the guest program.

Register now! Complete your registration online or download the registration form and mail it in.

Vendor Information
If you are interested in being a vendor at this event, click here to learn more, or download the brochure.


LOCATION
NCCUL Annual Meeting: June 8–11, 2013

PINEHURST RESORT
1 Carolina Vista Drive
Pinehurst, NC 28374
Phone: (910) 295-6811
Room rates: $270 for single occupancy, $191 for double occupancy, per person, per night. Service charge is subject to 6.75%.*
Hotel Reservation Deadline: May 9, 2013
* Room rates and availability cannot be guaranteed. Rooms may be sold out prior to this date, so make your reservations early! Room reservations and fees are the responsibility of the registrant."

 
LODGING DETAIL

Download the Pinehurst Reservation Form.


Guests who are arriving on Saturday and staying on property must make reservations for dinner.



CONTACT INFORMATION

For more program content information or to request a brochure call 800-356-9655, ext. 4053, or email mjohnson@cuna.coop. For registration questions, call 800-356-9655, ext. 4400, or e-mail reginfo@cuna.coop.

 

TUITION

$350 for multiple attendees from the same credit union.

$125 for Future Leaders Forum attendees. Use discount code NCYPI300 at checkout.

Credit unions under $10M in assets can send an attendee for $325 when using discount code SMALLCU100 at checkout.

Guest program: $125; includes the general interest program.

Reception & Thistle Dhu Putting Contest Benefitting the Carolina's Credit Union Foundation: $50; separate registration required for all attendees and guests.

Affiliation with CUNA/League is required for attendance.

SCHEDULE

Saturday, June 8
4:00 – 6:00 p.m. Registration for Annual Meeting
5:30 p.m. Reception and Thistle Dhu Putting Contest Benefitting the Carolina's Credit Union Foundation

Sunday, June 9
7:00 – 7:45 a.m. Golf Registration
8:00 a.m. Golf Outing
10:00 – Noon and 2:00 -6:00 p.m. Registration for Annual Meeting
3:00 – 3:30 p.m. CUPAC Reception (Invitation Only)
3:30 – 7:00 p.m. Exhibit Hall Open
6:00 – 7:00 p.m. Welcome Reception
7:15 – 9:30 p.m. Opening Banquet
8:30 – 9:30 p.m. Supersponic Survivor, Captain Brian Udell

Monday, June 10
8:30 - 8:45 a.m. Welcome - John Radebaugh, President, NCCUL
Introductions & Update - Dan Schline, SVP Association Services, NCCUL
8:45 - 9:15 a.m. Hubert H. Humphrey III, Senior Liaison Officer, Office of Older Americans, Consumer Financial Protection Bureau
9:15 - 9:45 a.m. The Honorable Thom Tillis - North Carolina House of Representatives
9:45 - 10:05 a.m. Break
10:05 - 10:15 a.m. CUPAC/CULAC Recognition - Pam Melton, Director of Political Affairs, NCCUL
10:15 - 11:00 a.m. Credit Unions at Mid-Year ~ An Update - Bill Cheney, President/CEO, CUNA
11:30 – 1:15 p.m. FCCCU Luncheon (Separate Registration Required)
1:30 – 2:15 p.m. Hearts of Courage, John Tippets
2:15 – 2:30 p.m. Break
2:30 – 3:30 p.m. Breakout Sessions
A) Growing your Credit Union the Cooperative Way
Tim Vogler, President, CEO, United Labor CU, Kansas City, MO
B) Who is the Member of the Future? Taylor Wells
C) Enterprise Risk Management: Transforming Risk Into Opportunity, Tony Ferris
D) Executive Succession Planning: Developing a Deeper Bench, Rick Menton

3:30 – 3:45 Break
3:45 – 4:45 p.m. Breakout Sessions
A) Developing A Vision: Strategic Marketing & Planning, Taylor Wells
B) Principals for Credit Union Leadership, John Tippets
C) Effective Risk Oversight at the Board Level, Jay Isaacson
D) Understanding Young Adults Financial Beliefs and Behaviors, Brent Dixon

5:00 – 5:45 p.m. Exhibitor Reception
5:45 – 6:30 p.m. Exhibit Hall Open
6:30 p.m. Awards Banquet

Monday, June 10
10:00 – Noon General Interest Program: Bracelet Making
Noon – 1:00 p.m. Lunch

Tuesday, June 11
7:30 – 8:30 a.m. Delegate Registration
8:30 – 10:30 a.m. Business Meeting
11:00 – Noon CU Commission

TOPICS & OBJECTIVES

INSTRUCTORS

FUTURE LEADERS FORUM
This program has been expanded for 2013 to include even more opportunities for young professionals. Any CU professional age 35 and younger can attend the annual meeting and the Future Leaders Forum for $125 (Use discount code NCYPI300 at checkout.). This special rate includes everything the normal attendee registration receives and more. The attendees will also have the opportunity to attend multiple networking sessions with other young professionals to help prepare themselves for upcoming sessions as well as debrief previous sessions. The group will begin meeting 2pm on Sunday, June 9th and continue through Monday June 10th.

Future Leaders Forum Schedule
Sunday, June 9
2:00 - 2:30 p.m. Intro & Welcome
2:30 – 3:00 p.m. Cooperation Amongst Cooperatives
3:00 – 3:30 p.m. World Council of Credit Union's Overview
3:30 – 3:45 p.m. Break
3:45 – 4:15 p.m. CUaware: The Power of Storytelling
4:15 – 6:00 p.m. The Future of Finance

Monday, June 10
8:30 - 9:45 a.m. Rapid Prototyping
9:45 - 11:30 a.m. Rotating Mentor Session: Taylor Wells, Tim Vogler and Rick Menton
11:30a .m. - 12:15 p.m. Lunch
12:15 – 1:15 p.m. Lunch Panel on Credit Union Social Responsibility; Panelists: Martin Eakes - Self Help CU, Erica Bell - Latino FCU and Mark Twisdale - SECU
1:30 - 2:15 p.m. Conference General Session
2:30 - 3:30 p.m. Future Leaders Forum debrief and wrap up
3:45- 4:45 p.m. Conference Breakout Sessions


CANCELLATIONS
Cancellations received in writing (via fax 608-231-4327) seven or more days before the start of the program are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted if cancellation is received six days or less before a program begins. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.
 

CONTACT INFORMATION

For more program content information or to request a brochure call 800-356-9655, ext. 4053, or email mjohnson@cuna.coop. For registration questions, call 800-356-9655, ext. 4400, or e-mail reginfo@cuna.coop.

 



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