DCUC Preliminary Program

2014 Defense Credit Union Council

Conference & Showcase P R E L I M IN A RY P RO G RA M

Dallas, TX

August 24 – 27, 2014

DALLAS OMNI DOWNTOWN

Defense Credit Unions:

Looking to the Future...in a BIG way! www.dcuc.org Serving Those Who Serve Our Country

Defense Credit Unions: Looking to the Future…in a BIG way!

This past year we celebrated our Golden Anniversary at The Greenbrier in West Virginia, and during this milestone event, we had an opportunity to reflect on our past and look to the future! Well the future is here; it is now!!

Dallas, Texas is a world city…an alpha city…a city abundant with opportunity; more importantly, it is our city of choice for our 51st Annual Conference and Showcase, and our start point for the way ahead.

In the coming years, old challenges will resurface and new challenges will arise. But given our foundation of 50 years, you can be assured, we will be on point for at least another 50 years, supporting your needs, so you in turn can do what you do best --- taking care of our troops, DOD’s civilians and their families…your members.

Each year, our conference provides you the very best in terms of meeting experience…and this year will be no different. Looking for the latest and greatest information and updates from both our industry and the Department of Defense? Looking to exchange ideas; address unique challenges; discuss common issues with your peers, colleagues and the defense credit union family? Look no further. DCUC’s annual conference is a few months out --- and we’ll deliver!!

What can you expect at our 51st Annual Conference and Showcase?

• Meaningful and pertinent educational sessions • A Showcase with a Purpose --- that of supporting our troops!

• Networking opportunities with your peers, defense participants, and corporate partners alike • Building new relationships and strengthening those of past • Ushering in the next 50 years with new ideas to continue “Serving Those Who Serve Our Country” So double down and join us in my Home State…the Lone Star State…in Dallas, Texas where “Big Things Happen Now!” Register today for our 51st Annual Conference and Showcase, August 24-27, 2014, at The Omni Dallas Downtown!

“Defense Credit Unions; Looking to the Future…in a BIG way!”

No better place to be in August 2014!

Roland “Arty” Arteaga, President/CEO

Conference Attire Business Casual, with the following exceptions: Hall of Honor Awards Dinner — Jacket and tie are requested Optional Tours — Casual clothing and comfortable shoes

The Defense Credit Union Council...“Serving Those Who Serve Our Country”

Tentative Program Saturday, August 23 (Pre-Conference Activities) 7:30 Shotgun Start

21st Annual Vincent Lascara Golf Tournament

Dallas Cowboys Golf Club 8:00 – 11:00 DCUC Registration Desk Open 11:00 – 4:30 Optional Tour Fort Worth Historic Stockyards Tour with Lunch at Riskey’s BBQ

Sunday, August 24 8:00 – 5:00 DCUC Registration Desk Open 10:45 – 11:45 Overseas Defense Credit Union Sub-Council Meeting 12:00 – 2:15 DCUC Showcase Grand Opening with Lunch 2:15 – 3:15 Panel Discussion with Military Representatives

(Army, Marines/Navy/Coast Guard, Air Force) 3:15 – 3:25 3:30 – 4:00

Military Saves Award Military Breakout Sessions (Army, Marines/Navy/Coast Guard, Air Force)

4:10 – 4:40 4:50 – 5:20 5:30 – 6:00 6:30 – 8:30

Corporate Partner Breakout Sessions (4) Corporate Partner Breakout Sessions (4) Corporate Partner Breakout Sessions (4) Chairman’s Reception Historic Union Station

Monday, August 25 7:30 – 4:00 DCUC Registration Desk Open 7:30 – 8:30 Breakfast with our Corporate Partners 8:45 – 9:00 Opening Ceremony and Presentation of the National Colors Invocation 9:00 – 9:15 Welcome 9:15 – 9:45 NCUA 9:30 – 2:00 Guest Tour Southfork Ranch Tour (Dallas TV Show) with Lunch 9:45 – 10:45 Keynote Speaker

Mr. Michael Barrett

Principal, Diligent Innovations

“National Security Today & Tomorrow: The Realities Beyond the Rhetoric”

10:45 – 11:00 Refreshment Break

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11:00 – 11:45 General Session Speaker

Mr. Bill Cheney (invited) President/CEO

Credit Union National Association

“State of the Credit Union Industry” 12:00 – 1:15 Lunch Buffet in the Showcase 1:30 – 2:15 General Session Speaker 2:15 – 3:00 Dr. Mary M. Bell, Ph.D., CFP®, AFC

Director, National Association of Counties

“The Financial Readiness of Our Force” 3:15 – 4:00 Hot Market Issues (2 concurrent sessions) 4:15 – 6:15 Showcase Social Reception with Silent and Live Auction Evening Enjoy free time with Colleagues and Clients

Tuesday, August 26 7:00 - 11:00 DCUC Registration Desk Open 7:30 – 8:30 Continental Breakfast Buffet 8:45 – 9:15 General Session Speaker 9:15 – 10:00 Mr. Dan Berger (Invited) President/CEO

National Association of Federal Credit Unions

“A NAFCU and Legislative Update” 9:30 – 2:00 Guest Tour Grapevine Tour with Lunch 10:00 – 10:15 Refreshment Break 10:15– 11:00 Educational Workshops (3 concurrent sessions) 11:10 – 11:55 Repeat Sessions 12:00 – 1:30 Military Awards Luncheon 1:30 – 1:45 Voter Registration 1:45 – 2:45 DCUC Annual Business Meeting 3:00 – 5:00 Optional Tour JFK Book Depository Museum 7:00 – 7:30 Hall of Honor Reception 7:30 – 10:00 15th Annual Hall of Honor Awards and Entertainment

Wednesday, August 27 8:00

Continental Breakfast

9:00 – 10:00

Final General Session

10:00 Final Prize Drawing Conference Concludes 11:00 – 4:00 Optional Tour Dallas Cowboys Stadium VIP Tour 1

2014 DCUC Conference & Showcase August 24-27, 2014

DCUC Showcase with a Purpose UCLA’s Operation Mend, which was established in 2007, is the Intrepid Relief Fund’s principal project. This unique and essential initiative provides returning service members with some of the country’s best plastic and reconstructive surgery, as well as comprehensive medical and mental health support for the wounded and their families. This care is provided at no cost by leading plastic surgeons at UCLA, while the Operation Mend Fund underwrites soldiers’ transportation and lodging costs.

When the program began, a team of UCLA’s finest plastic and reconstructive surgeons was assembled to work alongside their military counterparts, primarily to repair the facial wounds of military personnel critically injured in combat during Operation Iraqi Freedom and Enduring Freedom. As the conflicts escalated, the scope of injuries sustained presented new challenges, and Operation Mend proactively evolved to best serve the widespread needs of wounded warriors and their families.

The goal is to treat every patient with honor, compassion, and exceptional care!

Each year, there’s always a feel-good component to the DCUC Showcase.

From the music, the people, the conversations, our generous corporate partners, and the unexpected, everyone enjoys the charitable nature of the Showcase, as much as the experience itself.

When the ribbon is cut at the Grand Opening of the Showcase, you will be treated to a special lunch, some upbeat entertainment, and an opportunity to extend your conference networking with our corporate partners, peers and colleagues.

Join us this year at the Omni Dallas Hotel as we support Operation Mend.

Here are just a few of the opportunities to help: 1. Donate an item from your credit union to the Showcase Silent Auction. Last year, Eileen Ehrsam from PenAir FCU donated a fabulous hand-made Stars and Stripes quilt that raised over $1,000.

2. Purchase mulligans during the 21st Annual VADM Vincent Lascara Golf Tournament at the Cowboys Golf Club!

3. Buy Raffle tickets for the very popular 50/50 Drawing.

4. Bid on Silent and Live Auction Donations.

Please join us once again this year as we support our injured troops.

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Guest Tours These Monday and Tuesday tours are included in your Full Package Guest Registration!

Southfork Ranch Tour Monday, August 25, 9:30 a.m. – 2:00 p.m.

Experience television history and Texas hospitality at Southfork, the world’s most famous ranch!

Internationally renowned as the homestead of the Ewing family, from the Dallas television series, Southfork Ranch has attracted millions of visitors since Lorimar Productions selected the North Texas showplace for exterior filming. No visit to Dallas is complete without visiting the legendary Southfork Ranch.

For thirteen years, television sets were tuned into 356 episodes of Dallas, one of the longest running series in television history.

Viewers made themselves home at Southfork, the ranch the Ewings called home and where the world was a weekly guest.

Today, Southfork continues to welcome visitors from around the world, who come to see where Dallas was filmed and to experience the lifestyle made famous by the Ewings.

During your tour, you will see the famed Ewing Mansion and re-live exciting moments from the series in the “Dallas Legends” exhibit, featuring an exciting array of memorabilia from the series. See the gun that shot J.R., Lucy’s Wedding Dress, the “Dallas” Family Tree, and Jock’s Lincoln Continental.

After your guided tour, there will be time for some shopping in the Visitor Center and a special private lunch in the Southfork Event Center.

Historic Grapevine Tour Tuesday, August 26, 9:30 a.m. – 2:00 p.m.

Experience historic Grapevine, Texas, one of America’s “Main Street USA” cities where life still revolves the town’s Main Street area.

The tour begins with a rich history of Historic Grapevine by your certified tour guide en route to Grapevine’s historic city center.

After a panoramic overview of the town, your group will have time to explore the many shops, boutiques and galleries that line Main Street, including a glass-blowing exhibit.

After time on your own for shopping and exploring, you will enjoy a delicious lunch at La Hacienda Ranch, which serves some of the best Tex-Mex cuisine anywhere in the State.

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2014 DCUC Conference & Showcase August 24-27, 2014

Optional Tours Fort Worth Historic Stockyard Tour

JFK Sixth Floor Museum

Saturday, August 23, 10:00 a.m. – 4:30 p.m.

Tuesday, August 26, 3:00 – 5:30 p.m.

Be transported back to the Wild West, visiting the Fort Worth Historic Stockyards. On your way to Fort Worth, your tour guide will explain to you the exciting history of the Wild West and the impact that Fort Worth had in that time period.

On November 22nd, 1963, shots rang out over Dealey Plaza and changed Dallas, and the world, forever. On this day John F. Kennedy, the 35th president of the United States of America, was assassinated as his motorcade passed through Dealey Plaza in downtown Dallas, at the doorstep to the city. Kennedy was the youngest man elected President and the youngest to die.

At the height of World War I in 1917, the Fort Worth Stockyards was the largest horse and mule market in the world and during WWII, processed over 5 million head of livestock in auction. At the Stockyards, you will have time to visit The Texas Cowboy Hall of Fame that is housed in the area’s original horse and mule barns.

You will then have time to explore the Stockyards and visit the wide array of stores that it has to offer, including Billy Bob’s Texas Gift Store, Lonestar Wines and The Rodeo Shop. You can even take a stab at the Cowtown Cattlepen Maze, a 5,400 square foot wooden maze, or stand on the second level and observe your friends making their way through the labyrinth!

Cost is $95.00 per person (based on a 24 person minimum)

Follow in the steps and the final hours of President Kennedy’s visit to Dallas with a certified DFW Tour guide. You will begin with a guided walking tour of Dealey Plaza, located at the heart of the city center. Stand on the infamous Grassy Knoll, explore various theories related to the assassination and discover the elements that make Dealey Plaza one of the most fascinating and controversial locations in the city. Then enjoy a self-guided audio tour of the Sixth Floor Museum located in the old Texas School Book Depository, which is a chronicle of the life and legacies of John F. Kennedy.

Although the assassination of President John F. Kennedy occurred over 50 years ago, the controversy over the events surrounding the assassination has never died down. You will then have the opportunity to visit the JFK Memorial Plaza, a tribute built in the early 1970’s. Your certified and knowledgeable tour guide will be there to guide and answers any questions that you may have.

Cost is $45 per person (no minimum required)

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Cowboys Stadium VIP Tour Wednesday, August 27, 11:00 a.m. – 4:00 p.m.

Deeply rooted in a long-standing tradition, Cowboys Stadium is the new retractable-roof stadium in Arlington, Texas for the National Football League’s Dallas Cowboys. It replaced the former open-air Texas Stadium, which opened in 1971, as the Cowboys’ home.

During the tour, you will get a feel for the enormity of the structure which seats approximately 80,000 but can be expandable to up to 100,000 for major events, like Super Bowl XLV, which was held at the Cowboys New Stadium February 6, 2011. The retractable roof stadium incorporates some of the historical features of Texas Stadium.

the stadium for the fans’ viewing pleasure.

Your tour will begin at the Main Club with stops that include a private suite, the radio and print media press boxes, the Cotton Bowl offices, the Dr. Pepper Star Bar, and the Ford Motor Company Fountain. Afterwards, you will go to the event level where you’ll see the field, the Miller Lite Club, the post-game interview room, along with the Cowboys locker room and the cheerleaders’ locker room. Your tour will end in the Cowboys Stadium Pro Shop.

Cost is $115 per person (based on a minimum of 24 guests)

A signature element for the Stadium is the 365-day a year entry, framing in glass the Pro Shop, Dallas Cowboy Hall of Fame and ticket office. There are also huge video screens on each side of

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2014 DCUC Conference & Showcase August 24-27, 2014

HOTEL Information The 51st Annual DCUC Conference will be held at the Omni Dallas Downtown, located in the center of revitalized downtown Dallas and it is the perfect representative of the city, with its bold, shining exterior illuminating the Dallas skyline. This Four Diamond, award-winning hotel also keeps you close to restaurants, shops, entertainment and more.

Federal Credit Unions are exempt from paying tax, but must bring the NCUA tax exemption letter and pay by a Federal Credit Union check or credit card only.

For reservations, you can call 1-800-THE-OMNI (1-800-843-6664) and refer to the group and meeting name or reserve online by either visiting our website at www.dcuc.org and click on Hotel Reservations for a direct link to the hotel or you may also click directly on the following web address for direct access to the hotel reservation site: http://www.omnihotels.com/FindAHotel/DallasHotel/ MeetingFacilities/2014DCUCConference.aspx The special DCUC Conference rate is $174.00 single/double, plus applicable state and local taxes.

Check out time at 11 a.m. and check in time is 4 p.m. Please try to arrange your ights accordingly so you don’t have to wait to get into your room. All guests arriving before 4 p.m. will be accommodated as rooms become available. The Guest Services staff can arrange to check baggage for those arriving early when rooms are unavailable.

Our room reservation deadline is Friday, August 1, 2014. Reservation requests received after 5:00 p.m. local time at the Hotel on the Cut-Off Date will be accepted on a space and rate availability basis. Please be sure to make your reservation before this date!

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Golf Registration

21st Annual VADM Vincent Lascara Golf Tournament Saturday, August 23, 2014 at 7:30 a.m.

Cowboys Golf Club is rated one of the top 25 best public courses in the nation and is consistently considered the premier golf course in Texas and has received a “Four Star Rating” by Golf Digest’s “Best Places to Play.” With dramatic elevation changes, forests of trees, natural waterways and wildlife, each hole offers variety and contrast.

As the first and only NFL-themed resort-style golf course, guests will experience an inside look at the treasured legacy and mystique of the Dallas Cowboys.

REGISTRATION FORM Cost is $125 per person (price includes Continental Breakfast and Awards Lunch). Rental clubs are available for $55 per set for new top-of-the-line TaylorMade Clubs.

Please register the following people for the 21st Annual VADM Vincent Lascara Golf Tournament, being held on Saturday, August 23 at 7:30 a.m. Continental Breakfast will be available before the Shotgun start in the clubhouse. Enclosed is my payment of $125 per player for a total of $_____________________.

Player One

Player Two

Player Three

Player Four

Do you have any pairing preference?

If so, please advise:_______________________________________________________ Rental Clubs are available at $55 per set. Please check the box below. $_______________________________________________________________________

Contact Name

Credit Union Name

Mailing Address

City/State/Zip

Telephone

E-mail

PAYMENT METHOD Total Payment: $________________________________________________ ■ Check (Payment Enclosed) ■ Card Number: _____________________________ Expiration Date:_____________

Print name on the card:___________________________________________________

Player 1 – ■ Mens or ■ Womens – ■ Right ■ Left Handed Player 2 – ■ Mens or ■ Womens – ■ Right ■ Left Handed Player 3 – ■ Mens or ■ Womens – ■ Right ■ Left Handed Player 4 – ■ Mens or ■ Womens – ■ Right ■ Left Handed

Authorized Signature ____________________________________________________

MAIL PAYMENT TO: The Defense Credit Union Council, 601 Pennsylvania Avenue, NW, Suite 600 South Building, Washington, DC 20004-2601. Or fax to 314-802-8807

Cancellation Policy: Cancellations received in writing prior to August 1 will be charged a $25 cancellation fee, with substitutions allowed at any time without penalty. No refunds after August 1. Call Janet Sked at 314-802-8808 with any questions.

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DCUC CONFERENCE REGISTRATION FORM

THREE EASY WAYS TO REGISTER!

8 ONLINE:

Simply visit www.dcuc.org.

click on Conferences/Annual Conference and select the Attendee Registration Form

* MAIL:

7FAX:

Fax your registration form and method of payment to (202) 638-3410

The Defense Credit Union Council 601 Pennsylvania Avenue, NW, Suite 600, South Building Washington, D.C. 20004-2601

Call Lizette Krajnak at 202-638-3950 or email lkrajnak@dcuc.org with any questions.

CREDIT UNION INFORMATION Credit Union Name (This conference is open to DCUC members only.)

Mailing Address

City

State

Zip

Contact Name for Future Correspondence

Telephone

Fax

Our Credit Union Votes as (check one box only)

E-mail

Army

Navy

ATTENDEE REGISTRATION COST

Air Force

Marine Corps

Coast Guard

GUEST PROGRAM

Early Bird Before 6/6

Regular After 6/6

Active DCUC Member

$695

$795

Associate DCUC Member

$950

$1100

First Time Attendee

$625

$375 Full Package: Complete guest program includes the Chairman’s Reception, entry to the DCUC Showcase, Monday and Tuesday Guest tours which include lunches, and the 15th Annual Hall of Honor Awards dinner and entertainment on Tuesday night. $295 Limited Package: Entry to Chairman’s Reception, the DCUC Showcase, and the 15th Annual Hall of Honor Awards dinner and entertainment. $150

PAYMENT METHOD

Tuesday night Hall of Honor Awards Dinner Only

SPECIAL NEEDS

Check #_______________

(If paying by check mail form with check to at the address at the top of this form.

Visual

Hearing

Mobility

Diet

Other______________________________________________________

Credit Card:

(Mail or fax this form if paying by credit card.)

Name________________________________________________________ Description___________________________________________________

Card number

Exp. Date

_____________________________________________________________

PLEASE NOTE:

Print name as it appears on the card

If you are registering for the Golf Tournament, please fill out the form on page 7 and include with your Registration.

Signature

Registration Fees ______ @ $ ___________

$______________

Guest Fees (Full, Limited, or Dinner Only)

$______________

Golf Tournament _______ @ $125 each

$______________

If registering for Golf Tournament, please fill out form on page 7.

Please use page 9 to register individual attendees. Designate one attendee as your voting delegate and list first on the form. Please list names as you want them to appear on badges. Duplicate form as needed.

$______________ CONFERENCE CANCELLATION POLICY: Prior to July 21, 2014 refunds will be made minus an administrative fee of $100; no refunds Tours (Add tours costs for attendees and guests. ) $______________ will be made after July 21, 2014. We are pleased to make substitutions Please fill out form on page 9 and transfer total cost here. anytime. Please submit all cancellations and substitutions in writing.

All refunds will be issued after the conference.

TOTAL PAYMENT $______________ Club Rental _______ @ $55 each

TO REGISTER ADDITIONAL ATTENDEES, PLEASE COPY THIS PAGE

DCUC CONFERENCE ADDITIONAL ATTENDEES

Once again this year, SIX REGISTRATIONS for the price of FIVE! If your credit union registers five attendees for DCUC 2014, your credit union President/CEO can attend — FREE OF CHARGE.

Please list name as it should appear on badge, including any preferred nickname.

Voting Delegate

Badge Nickname

Guest Name

Full Package — $375 Limited Package — $295 Dinner Only — $150

Title Attendee email

Conference Registration Fee $_________________

Optional Tours: Saturday, August 23 Fort Worth Historic Stockyard Tour — $95 per person Tuesday, August 26 JFK Sixth Floor Museum — $45 per person Wednesday, August 27 Cowboys Stadium VIP Tour — $115 per person

Conference Attendee

Badge Nickname

Badge Nickname

Optional Tours: Saturday, August 23 Fort Worth Historic Stockyard Tour — $95 per person Tuesday, August 26 JFK Sixth Floor Museum — $45 per person Wednesday, August 27 Cowboys Stadium VIP Tour — $115 per person

Guest Name

Full Package — $375 Limited Package — $295 Dinner Only — $150

Title Attendee email

Conference Registration Fee $_________________

Optional Tours: Saturday, August 23 Fort Worth Historic Stockyard Tour — $95 per person Tuesday, August 26 JFK Sixth Floor Museum — $45 per person Wednesday, August 27 Cowboys Stadium VIP Tour — $115 per person

Conference Attendee

Badge Nickname

Badge Nickname

Optional Tours: Saturday, August 23 Fort Worth Historic Stockyard Tour — $95 per person Tuesday, August 26 JFK Sixth Floor Museum — $45 per person Wednesday, August 27 Cowboys Stadium VIP Tour — $115 per person

Guest Name

Full Package — $375 Limited Package — $295 Dinner Only — $150

Title Attendee email

Conference Registration Fee $_________________

Optional Tours: Saturday, August 23 Fort Worth Historic Stockyard Tour — $95 per person Tuesday, August 26 JFK Sixth Floor Museum — $45 per person Wednesday, August 27 Cowboys Stadium VIP Tour — $115 per person

Badge Nickname

Optional Tours: Saturday, August 23 Fort Worth Historic Stockyard Tour — $95 per person Tuesday, August 26 JFK Sixth Floor Museum — $45 per person Wednesday, August 27 Cowboys Stadium VIP Tour — $115 per person

Defense Credit Union Council 601 Pennsylvania Avenue, NW South Building, Suite 600 Washington, DC 20004

Pre-sorted STD. U.S. Postage PAID Annapolis, MD Permit # 273

REGISTER TODAY! Visit www.dcuc.org for more information.