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October 9-12, 2011 | Ritz Carlton | New Orleans, LA Economic Update Corporate Alternatives to Investing Business Partners NCUA Regulatory Update Key Issues Facing Firefighter Credit Unions Firefighter Credit Unions Business Networking Roundtable Topic Discussions Technology Show & Tell Coalition of Firefighter Credit Unions And lots more Firefighters’ National Firefighters’ National Credit Union Summit Credit Union Summit The only conference designed specifically for Firefighter Credit Union officials. Join us in the Big Easy!

Transcript of Firefighters’ Nationalfiles.ctctcdn.com/2cb3237d001/cf58b61c-7670-4c49-90de-8aecd97c… · the...

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October 9-12, 2011 | Ritz Carlton | New Orleans, LA

Economic Update

Corporate Alternatives to Investing

Business Partners

NCUA Regulatory Update

Key Issues Facing Firefighter Credit Unions

Firefighter Credit Unions Business Networking

Roundtable Topic Discussions

Technology Show & Tell

Coalition of Firefighter Credit Unions

And lots more

Firefighters’ NationalFirefighters’ National Credit Union SummitCredit Union Summit

The only conference designed specifically for Firefighter Credit Union officials.

Join us in the

Big Easy!

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Your Program:

Economic Update Tun A. Wai, Chief Economist, NAFCU

A general overview of the economy and

the important factors

that will impact

credit unions in the

near term. Attendees

will benefit from

these strategic

implications and

forecasts.

Corporate Alternatives Some corporate credit unions had to be

bailed out by NCUA leaving Credit

Union with millions to be invested

elsewhere. Delve into the real issues and

learn what options are being used by

other CUs and why.

NCUA Regulatory Update Michael Fryzel NCUA Board Member Concerned with

compliance

requirements that effect

your Credit Union?

Hear the latest from the

National Credit Union

Administration.

Investing in our Credit Union: Here’s What We Did This will be a free, fast-moving session.

Credit unions will have just 10 minutes

to provide what they feel are the top two

“new” innovations at their credit union

in the last 1-2 years. The subject matter

can be on anything their credit union

does to improve relationships with

membership, increase marketing efforts,

any unusual loans being offered,

community outreach programs they

conducted.

Key Issues Facing Firefighter CUs Panel Discussion on:

Addressing marketing and

diminishing loyalty / attracting new

& younger members.

How to deal with increased

compliance burden, new regs, and

more.

Identifying your core competencies

and working with third party

vendors for the rest.

Who Should Attend

The conference is open to any credit

union serving our firefighters across the

nation in any capacity. This includes

community, city and metropolitan credit

unions as well.

The conference will be filled with

timely educational sessions and an

exhibit of credit union services, products

and programs.

Hotel Reservations

Discover The Ritz Carlton, New Orleans

Hotel and experience the city’s Southern

hospitality and unforgettable style from

the edge of the French Quarter. Lodging is available at the hotel at $179

per night until Sept. 15th. Note, rooms

are always at a premium so book your

lodging early.

To register at the Ritz Carlton, call their

toll free number 1-800-826-8987. Make

certain you specify our Group Code

Number BNTBNTA for the Firefighter

Credit Union Conf rate of $179 per

night.

Also our Firefighter Credit Union Guests

have complimentary access to the fitness

center. Wireless Internet is

complimentary in guest rooms.

For More Information

The Conference is being coordinated by

the credit union conference management

firms of Support Processes and William

Rogers & Associates, Inc.

If you have any questions, call Linda

Bikoff at (202) 337-0023 or Bill Rogers

at (314) 892-8632.

Spouse/Guest Fee

As always, we encourage you to bring

your spouse/guest to share in the fun and

excitement of New Orleans. The

spouse/guest fee is $390 and includes

the Sunday evening welcome reception,

three breakfasts, and the Monday

evening exhibit reception and dinner.

Dress Code

Dress is casual throughout the

conference. Life style is free and easy

with casual clothing acceptable almost

everywhere. Normal high for the second

week of October is 78 and normal low is

67.

Firefighter Credit Unions Business Network Greg Smith, President,

CU*NorthWest

Collaboration and network business

development amongst Credit Unions.

Focuses on how one

network business model

works and the innovative

things they did that allows

Credit Unions to

collaborate.

Roundtable By Topic – Discussion Everyone will benefit from sharing or

hearing about the experiences of those in

your designated group during discussion

of each topic. Everyone is expected to

contribute or ask questions.

Changing your core processor and

the challenges it presents.

Collaboration efforts amongst

Firefighter Credit Unions

Declining growth and weak loan

demand

Technology Show and Tell Project Firefighter Credit Unions - a

show-and-tell of tech talent. Last year’s

session provided plenty of WOW factor.

Look for more this year!

National Coalition of Firefighter Credit Unions NCOFCU is the only organization

exclusively representing firefighter’s

credit unions that collectively serve over

650,000 members and control in excess

of 8 billion in assets. The coalition

meets once a year at their annual con-

ference and continue their established

relationships through NCOFCU’s

Website, Blog, Newsletters, Facebook,

Tweets and Listserve. This exclusive

networking leads to the continued

discussions of best business practices,

products and services which cannot be

found anywhere else..

Registration Fee

The Early Bird Discounted Registration

Fee is $860 per participant if payment

received by July 1. (Savings of $37)

The registration fee after July 1 is $897

per participant.

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Transportation

Transportation from the New Orleans

International Airport to the Ritz-Carlton

Hotel is available by rental car agencies,

shuttles, and taxis.

Taxis can be found outside the baggage

claim area. The approximate cost for one-

way taxi is $33. Shuttle services are $20/

person & $38 round trip.

For assistance at the airport, contact the

Airport Ground Transportation Agent

wearing an airport badge.

More travel information at:

http://www.airwise.com/airports/us/

new_orleans/transport.html.

Cancellation Policy A cancellation fee of $75 per

registrant is applied if received

prior to September 3.

After September 3, the refund will

reflect a $75 fee plus any

expenses incurred by the

conference organizers for

registration at time of

cancellation.

After September 17, there will be

no refund, but substitutions are

permitted at anytime.

Three Web Sites With More Info

http://www.firefighterCUconf.com http://ffcu.blogspot.com http://www.ncofcu.org

Optional Golf Tournament

Lakewood, the golf course that once

hosted 26 New Orleans Opens. Feel the

mystique while walking in the same

footsteps of legendry golfers such as

Nicklaus, Watson, Trevino, Player, and

Casper.

A recent multi-million dollar renovation

makes Lakewood one of the most

exciting courses to play with

challenging fairways, tees and greens.

The 444-yard "Fire in the Hole" sets a

new standard for bunkers. The new 18th

hole includes

traps in the shape

of flames set in

red sand, a tribute

to New Orleans'

Firefighters. It is

the only one of its

kind in the world.

Lakewood is owned by the New

Orleans Firefighters Pension Fund.

Green fees, cart & box lunch is $110.

Contact the course to rent clubs at: 504-

337-5926. Visit their website at:

http://www.lakewoodgolf.com

Optional River Cruise

View the French Quarter and the Port of

New Orleans from the river as the

Captain entertains you with a detailed

narration of New Orleans landmarks,

history, vessel

information, and

river lore.

Disembark at the

site of the 1815

Battle of New

Orleans, Jean

Lafitte National

Historical Park and Preserve, where you

can tour the Chalmette Battlefield

including the Malus-Beauregard House

and the Chalmette Monument before re-

boarding for return cruise.

Cost: $50 -

Includes

transportation

and deluxe lunch

in private dining

room with Jazz

pianist for our group.

Monday Evening Outing

This is certain to be a memorable affair.

At the Court of Two Sisters, you'll

discover more than an acclaimed menu,

more than impeccable service. You'll

find the historic ambience of one of the

most famous courtyards in one of the

French Quarter's most historic buildings.

Constructed in

the 1830s on

the site where

the fabled

Grand

Marquis,

Pierre

Cavagnal de

Rigaud, was

said to have

resided during

the 18th

century, the

famed restaurant has operated on this

site for more than half a century.

We’ll enjoy cocktails and a four course

dinner accompanied by music in the

courtyard.

Register by

July1 for

discount

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Quotes From Last Year’s Conference Program

“Interesting . . . Walked away

with a lot of great info.”

“Wonderful presentations.”

“Always good to hear from

your peers.”

“Good format for the

program.”

“Informative, rich speakers &

very relevant topics.”

Sunday , October 9

Monday, October 10

2:00 p.m. - Registration in Lobby 3:00 p.m. - Coalition of Firefighter Credit Unions 6:00 p.m. - Welcome Reception in Courtyard

7:15 a.m. CEO Breakfast

7:30 a.m. Breakfast - Attendees

8:30 a.m. Welcome, Introduction

9:00 a.m. Economic Update Tun A. Wai, NAFCU

10:30 a.m. NCUA Regulatory Update Michael Fryzel, NCUA Board Member

11:30 a.m. Meet our Sponsors

12 noon Lunch & Exhibits

1:00 p.m. Key Issues for Firefighter CUs

2:30 p.m. Investing in Our Credit Union Roundtable Discussion [

3:30 p.m. Coalition of Firefighter Credit Unions

4:30 p.m. Exhibits, Reception

7:00 p.m. Reception & Dinner Court of Two Sisters

7:30 a.m. Breakfast 8:30 a.m. Firefighter CUs Business Network Greg Smith, CU*Northwest 9:35 a.m. Roundtable Discussion by Topic 11:15 a.m. Depart for Optional Golf Outing 1:00 p.m. Depart for Optional River Cruise Detailed Information on options available on our website.

Tuesday, October 11

WANTED

Bring one attendance prize donation from your credit union. Share a surprise remembrance of your credit union or your city.

Mail this form with your check payable to: Support Processes, 4048 Mansion Dr. NW, Washington, DC 20007 Tele: 202-337-0023 ~ Fax: 202-204-1380 ~ [email protected]

Registration Number Amount

Register by July 1 & Save $37 - $860

$

Registration Fee After July 1 - $897

$

Spouse/Guest @ $390 each

$

Golf registration @ $110 per player

$

Riverboat Cruise @ $50 each

$

TOTAL $

Credit Union: _______________________________________________

Address: __________________________________________________

City: _______________________________ State: ____ Zip: _________

Tel: ___________________________ Fax: _______________________

E-Mail: ____________________________________________________

Your Name: _____________________________________________

Title: ________________________________ Golf: Yes No (circle)

Spouse/Guest: ________________________ Golf: Yes No (circle)

River Cruise: Yes No (circle)

Name(s) for Tour: ____________________________________________

Register ONLINE at:

http://www.firefightercuconf.com NOTE: Make copies for additional registrants

Complete registration below and mail . . .

or register on-line.

http://www.firefighterCUconf.com

7:30 a.m. Breakfast 8:30 a.m. Technology Show & Tell Bill Rogers, Consultant 9:20 a.m. Corporate Alternatives Debate 10:30 a.m. Current Topics of Prime Interest: - Consumer Remote Deposit, Fraud - Effects of Interest Rate Policies 11:30 am Wrap-up 2012 Conference

Wednesday, October 12