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Events / Education 

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May 22-24, 2008
Marco Island Marriott Beach Resort                      Marco Island, FL



  To register a group or do multiple 
  registrations, please call NAFCU's
  Group Sales Desk at 800-344-5580.

Featured Speaker Program Highlights
Registration Fees Sponsorships
Special Event: Seafood Reception Spouse/Guest Program
Hotel & Travel Information

 

 

 

 

 

You have made an enormous commitment to involve yourself in guiding key decisions, strategies and opportunities for your credit union. Whether you are just making this dedicated pledge or if you have been an elected official for years, we can help!

 

·        Benefit from featured keynote speaker Erik Wahl, artist and creativity motivator, who will show you how you can embrace innovative strategies and work smarter;

 

·        Get the latest information on key issues such as the changing economic climate and its influence on credit unions of all sizes, the challenges of compliance with the Bank Secrecy Act, and much more;

 

·        Network with other credit union volunteers from across the country and learn how to improve your credit union’s operations;

 

·        Tailor the learning to best fit your needs by selecting from a variety of specialized tracks depending on your knowledge and level of volunteer experience; and

 

·        Take in the beautiful scenery, wildlife and the culture of Marco Island.

 

Keynote Speaker

 

Image Erik Wahl is a recognized artist and speaker who challenge organizations to transcend mediocrity through creativity. His success as a speaker and unique understanding of vision traces back to his training as an artist. He holds a bachelor’s degree from the University of San Diego where he studied both art and business. After first working in the business world and playing with his art, he now plays in the business world by working with his art.

 

Wahl founded The Wahl Group, a consulting firm specializing in helping organizations identify and implement breakthrough thinking to achieve extraordinary results. Wahl’s special blend of warmth, humor, and experience helps audiences identify their unchallenged roadblocks to success.

 

 

Program Presenters:

Fred R. Becker, Jr., President & CEO, NAFCU

JoAnn Johnson, Chairman, NCUA

Judy Graham, Program Office, NCUA

Tom Glatt, President & CEO, Continental Federal Credit Union

John Verdallas, Founder & CEO, TheAmericanBoomeR Group

Dan Green, EVP & COO, Prime Alliance

Scott Moriarty, Member, Filene Research Institute

Anthony Demangone, Director of Regulatory Compliance & Senior Counsel, NAFCU

Bob Larson, Financial Support Consultant, CUNA Mutual Group

 

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Program Highlights

Wednesday, May 21     

 
4:00 p.m.–5:30 p.m.                       Early Registration
 
Thursday, May 22  
7:00 a.m.–8:00 a.m. Registration & Breakfast
8:00 a.m.–9:00 a.m. Keynote: The Art of Vision

Erik Wahl, The Wahl Group

9:15 a.m.–11:15 a.m. Concurrent Tracks 
  Track I – Orientation

An Overview of Credit Union Volunteer Duties

Anthony Demangone, NAFCU 

  Track II – Balance Sheet Management

Understand the Inner Workings of the Balance Sheet & Income Statement

Robert Larson, CUNA Mutual   

  Track III – Governance

Good Governance and High Performance Practices by Elected Officials

John Vardallas, TheAmericanBoomeR Group 

11:30 a.m.-12:30 p.m.                                

Concurrent Tracks

Track I – Orientation
Understanding and Interpreting Financial Reports
Tom Glatt, Continental FCU

  Track II – Balance Sheet Management

How to Better Prepare for a Board Meeting

Robert Larson, CUNA Mutual 

  Track III – Governance
Continuation of the earlier session…

John Vardallas, TheAmericanBoomeR Group 

12:30 p.m.-2:15 p.m. Working lunch grouped by similar asset size
2:30 p.m.-3:30 p.m.    Concurrent Tracks 
  Track I – Orientation

Key Points in Planning & Budgeting

Tom Glatt, Continental FCU 

  Track II – Balance Sheet Management

How to Use ALM To Better Understand the Future Path

Robert Larson, CUNA Mutual 

 

Track III – Governance

“Finding the Heirs Apparent”: Leadership Succession Planning Strategies for CEO and Boards

John Vardallas, TheAmericanBoomeR Group

4:00 p.m.-5:30 p.m. Opening Reception 
   
Friday, May 23   
7:00 a.m.–8:00 a.m.   Registration & Continental Breakfast 
8:00 a.m.–9:00 a.m.   Inside Washington: A Credit Union Update 

Fred Becker, NAFCU 

9:15 a.m.–10:15 a.m. 

Where do we go from here:
The Economic Outlook Through Election 2008
Kendrick Smith, Eastern Financial Florida Credit Union

10:30 a.m.–11:30 a.m.  BSA Update

Judy Graham, NCUA

11:45 a.m.–1:45 p.m.   An Open Discussion and Lunch with NCUA

JoAnn Johnson, NCUA 

1:45 p.m.–3:15 p.m.   Two to Ten – Getting Into the Mortgage Market

Dan Green, Prime Alliance

5:00 p.m.–6:30 p.m.    

Reception Benefiting the NAFCU Administrative Fund*
*Admission is additional; corporate funds are accepted.

 

Saturday, May 24

7:00 a.m. - 8:00 a.m.



Registration & Continental Breakfast

8:00 a.m. – 9:00 a.m. 


Executive Compensation & Benefits Summary
Jack E. Clark, Clark & Chase

9:15 a.m. – 10:45 a.m. The Future of Credit Unions

Scott Moriarty, Filene Research Institute

Estimated Contact Hours for CEUs/CPEs:  15.75

 

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Special Event

 

Historic Marco Island Seafood Reception

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(Benefiting the NAFCU Political Administrative Fund)

 

Friday, May 23, 2008

5:00 – 6:30 p.m.

$85/person

(Additional; not included with general registration. Corporate funds will be accepted)

 

Indulge in tasty local seafood specialties, catch up with old NAFCU friends over cocktails by the pool and explore hundreds of local historical artifacts at the Olde Marco Island Inn, an award winner for best atmosphere on Marco Island. As you cross the threshold you will be sent back in time to the early 1900s when guests such as the Mellon or Rothchild families stayed at the landmark inn, now the site’s restaurant and offices.

 

Built in 1883, this newly restored and remodeled establishment also features the Marco

Island Historical Museum which houses artifacts found during reconstruction of the property over the last 10 years. The Inn stands as one of southwest Florida's oldest buildings, if not the oldest. Other notable guests have included George H.W. Bush and Donald Trump.

 

Don’t miss this classic cultural and culinary experience!


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Spouse/Guest Program

 

In addition to the following day trips, spouses are invited to the breakfast keynote by Erik Wahl as well as the Thursday evening opening reception.

 

Thursday, May 22, 2008

Exclusive Art Tour

9:00 a.m. – 3:30 p.m.

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Southwest Florida is a world-class art destination, beckoning your attendees. Guests will begin their day with a Docent guided tour of the Naples Museum of Art. The museum is a reflection of the unique spirit and generosity of Southwest Florida, reflecting interests of all ages and backgrounds. The visual arts center includes a three-story, 30,000 square foot museum with 15 galleries, a glass dome conservatory, entrance gates by renowned artist Albert Paley, spectacular chandeliers and a Persian ceiling by acclaimed glass artist Dave Chihuly, a resource room and museum store.

 

Before experiencing the galleries of Naples, attendees will be treated to a marvelous lunch at one of the great Bayfront restaurants, while enjoying fabulous views of the water.

 

A gallery tour begins at one of the largest fine art galleries in Southwest Florida, where the owner/curator will guide your guests through the four beautiful showrooms, exhibiting original works of art from all over the world. In addition to learning about the unique paintings and sculptures, guests will also learn fascinating facts about the local art industry in Naples.

 

Guests will continue to be escorted to other galleries where each curator will be available to answer questions. After touring the galleries, guest will be able to spend time on their own enjoying the local shops.

 

 

Friday, May 23, 2008

Dolphin Sail, Shelling & Island Tour

9:00 a.m. – 3:30 p.m.

 

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Join the crew for the Dolphin Explorer Adventure aboard a catamaran. As part of the Explorers 10,000 Islands Dolphin Project, you can assist in the photographing and collecting data on our local dolphin. If you are successful in photographing an image of an unidentified dolphin not yet catalogued, you get the photo credit and earn the right to name the dolphin. For those who assist in the dolphin study, you will receive a signed and dated certificate for your contributions made out to you.

 

Trained naturalists will explain dolphin behavior, assist in your photography, join you while you are collecting sea shells and explain local marine life including manatees, sea turtles, osprey, herons and other marine birds. You will visit a barrier island to explore and collect sea shells the 10,000 islands are famous for.

 

You will deboard at the marina for lunch at Bayview or Vergina’s Restaurant. Take time after lunch to stroll the island’s main thoroughfare, The Explanade, which graces more than 1,100 feet of waterfront.


Following lunch, you will board signature open air European trolleys and listen to guides combine humorous stories and historical facts into a fun-filled tour that’s both entertaining and educational. Expert guides show you the sights of Marco Island from historical landmarks to world class shopping areas, local attractions, beautiful beaches and waterways plus much more.

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Hotel & Travel Information

 

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Marco Island Marriott Beach Resort

Marco Island Marriott Beach Resort is just a short trip away from local area attractions like eco-tours of the Florida Everglades,  Naples world-class shopping,  Marco Island's shelling and watersports and much more.

 

400 South Collier Boulevard

Marco Island, Florida 34145

 

Room Rates:  $235/night  (plus 10% tax*)

 

Reserve your hotel accommodations through our online registration system to receive our negotiated room rate!

 

To guarantee this rate, rooms must be booked by Monday, April 21, 2008. Room reservations received after the deadline will be confirmed subject to rate and room availability.

Rate will be offered three days before and three days after the conference, subject to availability.

*Federal credit unions are exempt from tax, if payment is made by the credit union’s official check or credit card. You must present the Tax Exempt Form upon arrival.

**Marco Island Marriott Cancellation Policy: Marco Island Marriott requires cancellations six (6) business days prior to scheduled check in. If canceling inside of six (6) business days, one night's room rate plus tax will be charged to the individual's credit card on file.

Directions

Marco Island Marriott Beach Resort is located beachfront on the Gulf Mexico in sunny Marco Island, only a short drive to the exciting towns of Naples, Ft. Myers, Bonita Springs, all which have world class shopping, dining and entertainment. The Southwest Florida International Airport is located just south of Fort Myers, 50 minutes north of Marco Island, and is serviced by most major airlines.

Over twenty different airline carriers now offer nonstop service between Southwest Florida International Airport (RSW) and over 40 U.S., Canadian and German destinations, in addition to the many connecting flights that provide seamless one-stop service to cities throughout the United States and around the world.


Southwest Florida International Airport Flyer


Driving to  Marco Island


Southwest Florida International Airport (RSW)
Distance from hotel:
44 mi.
Drive time:
50 min.
Directions:
Take Interstate 75 south to exit 101. Take Highway 951 south to Marco Island where 951 turns into Collier Boulevard. The hotel is on the right
Driving Directions:
Driving Directions from Southwest Florida International Airport (RSW) 

Miami International Airport & Miami (MIA)
Distance from hotel:
100 mi.
Drive time:
90 min.
Directions:
Take 836 west to the Florida Turnpike south. Take the first exit onto 821. This will put you on route 41 west. Go to state road 92 and turn left. Follow 92 onto Marco Island. Turn left onto Collier Boulevard. The hotel is on the right.
Driving Directions:
Driving Directions from Miami International Airport (MIA)

Ft. Lauderdale International Airport (FLL)
Distance from hotel:
100 mi.
Drive time:
90 min.
Directions:
Take ramp onto I-595 West towards I-95/Florida's Turnpike. Take the I-75 exit towards Naples. Take Exit #101 (CR-951) towards Marco Island/Naples. Turn left onto Collier Boulevard. The hotel is on the right.
Driving Directions:
Driving Directions from Fort Lauderdale/Hollywood International Airport (FLL) 

Transportation Options

NT&T Destination Services
NT&T Destination Services has been servicing the Marco Island area for over 20 years.  It provides luxury transportation to the Marco Island and Naples areas, from most major airports in Southwest and Southeast Florida.

Visit them at www.nttep.com, or by phone at 800-592-0848

 

Car Rental

Special discounted rates are available for all NAFCU conference attendees through AVIS and Budget rental car companies. For AVIS, please call (800) 331-1600 and specify the NAFCU code B469299. For Budget, please call (800) 772-3773 and specify the NAFCU code Y305099.

 

NAFCU reserves the right to change dates, cities, venues, or speakers should circumstances warrant. NAFCU’s members will be apprised of any such changes.

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Sponsorships

For Credit Union Vendors/Suppliers:  Sponsorships & Exhibiting Opportunities


Registration Fees

Registration Fees  Payment by 4/14/08 Payment after 4/14/08
NAFCU-member delegate  $ 800 $ 900
Nonmember delegate  $1200 $1300 
Non-credit union delegate  $1500 $1600
Member Spouse/Guest $450 $550
Nonmember Spouse/Guest $600 $700
Historic Marco Island Seafood Reception $85 $85

 

 

 

 

 

 

 

 

 

 


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NAFCU reserves the right to change dates, cities, venues, or speakers should circumstances warrant. NAFCU’s members will be apprised of any such changes.

 

 

 

 





 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 



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