ANNUAL CONFERENCE 2012
AGENDA REGISTRATION MEMBERSHIP SCHOLARSHIP AWARDS
CONTENTS Registration
I
About the Sandestin Hilton
II
AGENDA Wednesday Agenda
1
Thursday Agenda
2
Friday Agenda
3
BIOGRAPHIES Patrick Adams
4
Mike Bender
5
Tim Harrington
6
SCHOLARSHIP&AWARDS
7
Management Professional of the Year Award Form
8-9
Chief Executive Officer of the Year Award Form
10-11
MEMBERSHIP INFORMATION
12
Membership Application Form
13
Golf Tournament Registration Form
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2012 ANNUAL CONFERENCE REGISTRATION Complete and return by August 1st Hilton Sandestin Beach Golf Resort & Spa Room Reservations (850) 267-9600, group code SCU $169 per night, Hotel Cut-off is July 23, 2012
2012 Membership Fee ($100, if not already paid)
$
**Please Suggest Topics for Beer Barrel Discussion**
Golf Tournament and Lunch ($150 per player) Please list your team members: (1) (2) (3) Or Ask us to place you on a team Handicap:
$
Pre-Conference Workshops (# Attending
)
$ 0.00
Conference Registration Fee
$ 275.00
Second or additional person from same CU, $250
$
Spouse/Associate package (includes poolside dinner, lunch and two continental breakfasts) $100
$
Credit Union Name: Address: City/State/Zip:
Your Name: Your Title: Guest Name: Cell: Phone: Second Person’s Name: Title: Guest Name: Cell: Phone:
Email: Fax:
Third Person’s Name: Title: Guest Name: Cell: Phone:
Email: Fax:
Fourth Person’s Name: Title: Guest Name: Cell: Phone:
Email: Fax:
Email: Fax:
Enclose payment and return to: SCUMA Annual Conference c/o Teresa Gray P.O. Box 380428, Birmingham, Alabama 35238-0428 or fax to (205) 137-2210 (Attn: Teresa Gray).
The Hilton Sandestin Beach Golf Resort & Spa has earned the highest level of prestige among Florida Gulf Coast hotels, establishing it as the region's premier resort hotel. You've found it - the vacation destination you've been dreaming about. As Northwest Florida's only beachfront resort hotel, the Hilton Sandestin Beach offers endless recreation options, including: An opulent world-class day spa and stateof-the-art fitness center, Elegant award-winning cuisine, including a AAA Four-Diamond restaurant, and casual beachside dining - all the things that make your stay just what you want it to be - all mere moments away from your room. With amenities like these, it's no wonder our Florida Gulf Coast hotel has been decorated with such a long line of impressive awards, including: • • •
Greens of Distinction Award, by Corporate & Incentive Travel Award of Excellence, by Corporate & Incentive Travel Gold Key Award, by Meetings and Conventions
Even with all this recognition, what matters most is your satisfaction. That's why our Florida Gulf resort caters to your every desire - no matter what type of traveler you are. Whether you choose to snooze the day away in your private suite, challenge your colleagues on the fairway, plan a social event for 10 to 1,000, or treat your family to the most elegant dining experience, we offer the services and amenities to make sure your stay is memorable. Signature features at this premier Hilton Florida Gulf Coast resort hotel include: • • • • • •
Serene location, overlooking one of the most beautiful beaches in the world 598 guest suites, all overlooking sugar-white sand beaches and emerald Gulf waters World-class dining and catering, including our AAA four-diamond Seagar's Prime Steaks & Seafood 32,000 square feet of meeting space, ideal for both corporate and social events Onsite activities, including one indoor / two outdoor pools and access to four championship golf courses, 15 tennis courts Serenity by the sea Spa, a 11,000-square-foot facility offering a rejuvenating experience for body, mind, and soul
Oversized spacious guest accommodations. Award-winning service. And a sparkling location along the beaches of the Gulf. It's tough to get much closer to paradise. Treat yourself to The Hilton Sandestin Beach Golf Resort & Spa, Northwest Florida's premier resort hotel, and leave the world behind.
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Wednesday 2012 Annual Conference August 22-24 Hilton Sandestin Beach Golf Resort & Spa
2011 Management Professional of the Year Gina Turner (left) with SCUMA President Mark Johnson (right)
Wednesday – August 22
8:00 am
Golf Outing @ Sandestin
2:00 pm – 4:30 pm
Pre-Conference Workshop: Upcoming Allowance for Loan Loss Changes to Comply with Basel
4:00 pm 5:30 pm
Conference Registration
5:30 pm – 6:45 pm
Beer Barrel Session: Overall CU Movement Update and Current Topics of Interest
7:00 pm
Group Dinner – West Beach Deck
Jack Knight & Michael Eanes of Barfield, Murphy, Shank and Smith PC
Facilitated by Patrick La Pine, CEO, League of Southeastern Credit Unions
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Thursday 2012 Annual Conference August 22-24 Hilton Sandestin Beach Golf Resort & Spa
2011 CEO of the Year Tommy Cobb (right) with SCUMA President Mark Johnson (left)
Thursday – August 23
7:30 am
Continental Breakfast
8:30 am
Opening Remarks
SCUMA President Mark Johnson
8:45 am
P to the Power of 8… Strategic View of Lending Inside a Credit Union
Patrick Adams, CEO, St. Louis Community Credit Union
10:20 am
DDA Strategies & Revenues for 2012: What the New Marketplace Means to You
Mike Bender, Founder & Director, Velocity Solutions
Noon
Annual Business Meeting Luncheon
5:30 pm – 6:30 pm
Hospitality Reception
Sponsored by LEVERAGE
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Friday 2012 Annual Conference August 22-24 Hilton Sandestin Beach Golf Resort & Spa
Friday – August 24
7:30 am
Continental Breakfast
8:30 am
Opening Remarks
SCUMA President Mark Johnson
8:45 am
Eisenhower on Enlightened Leadership
Tim Harrington, CPA, President, T.E.A.M. Resources
10:00 am
Closing Comments / Door Prizes
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Patrick Adams Patrick Adams is flat-out one of the most dynamic and versatile credit union presenters around. He has devoted over 25 years to the credit union movement and is now the CEO of St. Louis Community Credit Union. Prior to taking on the role of CEO, Patrick served as executive vice president of St. Louis Community Credit Union for more than fifteen years. He has also held various positions at other large Missouri credit unions, and has helped the Missouri League in developing numerous programs and projects. Patrick has never met a paradigm he wouldn't like to change. He helps audiences question the "because-we've-always-done-it-that-way" mentality and develop real-world solutions. He emphasizes the importance of service and quality in serving members through all delivery systems and challenges audiences to accept and adapt to change...no matter how painful the process. His high-energy presentations are continually updated.
4
Mike Bender Mike Bender is Founder and Director of Velocity Solutions. In 1995, he co-founded the company, then known as Image Products, along with his wife Bridget. Mike maintains an active role in the day-to-day operations of the company, specializing in the development of new solutions. In 1999, Mike proposed the idea of a turnkey exercise incentive program to Blue Cross and Blue Shield of North Carolina. Today, that program is viewed as the industry standard and used by insurance companies in 20 states. In 2001, Mike decided to re-apply this strategy to the financial industry and what has evolved into Velocity Solutions was born. Prior to starting this company, Mike directed the product development, in-house manufacturing, distribution, company store development, and catalog production for the logo programs of Piper Aircraft, Cessna Aircraft, Piedmont Airlines and numerous other smaller companies. Mike attended UNC Chapel Hill. He and Bridget have one son and live in Miramar Beach, Florida. Mike is both an aviation and boating enthusiast, loves a good casino, and has no patience for golf.
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Tim Harrington, CPA Timothy P. Harrington, CPA, Exploding the stereotype of his profession, Tim Harrington is a Certified Public Accountant who is also a dynamic speaker. Tim has that rare ability to make complex subjects very simple. As an expert in the field of credit unions, he has consulted with and provided training for hundreds of credit unions and tens of thousands of credit union volunteers and staff members throughout the United States. Since 1996, Tim has been President of T.E.A.M. Resources, a firm which provides consulting, strategic planning, and training to credit unions from coast-to-coast. TEAM Resources’ clients range from a few million in assets to the billions in assets. Tim was formerly the Chairman of the Board of a $150 million credit union in Tucson, Arizona. Tim was appointed to the Board of this troubled credit union in 2001 and served until 2006. During his time on the Board, the credit union evolved from losing over $2,000,000 per year to becoming the strong and profitable financial institution today.
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Southeast Credit Union Management Association proudly offers two one-year scholarships to Southeastern Regional Credit Union Management School, also known as SRCUS. Scholarship covers tuition and housing. The one-week school, held three consecutive years at the University of Georgia in Athens, offers a comprehensive curriculum focusing on management, marketing and financial skills enhancement. Students must also complete projects and presentations. All SCUMA members are urged to apply. Obtain an application from the League of Southeastern Credit Union’s Cooperative Initiatives Department at (866) 231-0545.
Management Professional of the Year Award
This award honors the achievements of a Non-CEO member of SCUMA who makes outstanding contributions to his or her credit union and the movement as a whole. Applications must be submitted by a member and signed by the credit union’s CEO (the CEO is not required to be a member of SCUMA).
CEO of the Year Award
Awards’ judging occurs by a panel of SCUMA members. The Management Professional of the Year and CEO of the Year recipients will be recognized at the members’ annual business meeting to be held at the Hilton Sandestin Beach Golf Resort & Spa on Thursday, August 23. You’re invited to use the application enclosed. Deadline for submission is August 1.
Here’s the popular award that has been the hallmark of your manager’s association for many years! This annual award recognizes the nominated Southeast Credit Union Management Association member whose performance, growth and service; personal service to the credit union movement and the communities to which the credit union resides, and leadership and development of reporting staff. Applications may be submitted by any SCUMA member, including the candidate. (and why wouldn’t you nominate yourself? Who knows more about what you’ve accomplished?)
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2012 MANAGEMENT PROFESSIONAL OF THE YEAR APPLICATION The Southeast Credit Union Management Association’s membership is open to senior management staff in addition to CEOs. Please complete the following on the SCUMA member (not a CEO, President, or Manager) that you would like to nominate for Management Professional of the Year. This person may be nominated by any member of the Southeast Credit Union Management Association. Please use an additional sheet if needed. Name of Management Professional nominated Management Professional’s Credit Union Your name Your credit union Your cell phone number Signature of CEO 1) Examples of skills demonstrated:
2) How does the nominee participate in the credit union community such as chapter involvement, League board, legislative visits or committees?
3) What unique characteristics would qualify this nominee for this award?
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4) What efforts has this nominee made to expand his/her skills, knowledge and career growth?
The Management Professional of the Year will be recognized at SCUMA’s annual membership meeting on Thursday August, 23 at the Hilton Sandestin Beach Golf Resort & Spa. This application must be completed and postmarked no later than August 1. Please return to: Southeastern Credit Union Management Association Management Professional of the Year Award c/o Teresa Gray P.O. Box 380428 Birmingham, AL 35238-0428 Or fax to: (205) 437-2210 (Attn: Teresa Gray)
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2012 CEO OF THE YEAR APPLICATION Please complete the following on the CEO that you would like to nominate for the CEO of the year. CEOs may be nominated by any member of the Southeast Credit Union Management Association. Please use an additional sheet if needed. Name of CEO nominated CEO’s c redit un ion Your name Your credit union Your cell phone number 1) Examples of skills demonstrated:
2) What effect has the nominee’s involvement had on the success of his/her credit union?
3) How has the nominee helped to develop skills, knowledge and career growth of his/her credit union employees?
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4) How does the nominee participate in the credit union community, such as chapter involvement, league board, legislative visits or committees?
5) How is the nominee involved in his/her community?
Judges of the CEO of the Year competition will retrieve the credit union’s financial statements from NCUA.gov. The CEO of the Year will be recognized at SCUMA’s annual membership meeting on Thursday August, 23 at the Hilton Sandestin Beach Golf Resort & Spa. This application must be completed and postmarked no later than August 1.
Please return to: Southeastern Credit Union Management Association CEO of the Year Award c/o Teresa Gray P.O. Box 380428 Birmingham, AL 35238-0428 Or fax to: (205) 437-2210 (Attn: Teresa Gray)
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It’s the association created exclusively for credit union professionals and you’re invited to join. Southeast Credit Union Management Association - formerly the Credit Union Managers Association of Alabama - maximizes your professional development investment by delivering an easy-to-reach network of your peers. You’ll be welcomed by the credit union professionals who have faced similar challenges, can offer customized solutions, and are available when you need assistance. Since 1968, the purpose of membership in this organization is to strengthen our member performance by sharing information. You’ll find that networking, a highly rated annual conference tailored to the needs of credit union management, awards and scholarships...are all available to you as a member of the Southeast Credit Union Management Association. Who is eligible for SCUMA membership? Chief Executive Officers, Presidents and Managers of credit unions located in Alabama and Florida Vice Presidents, Chief Operating Officers, Chief Financial Officers, Chief Information Officers, Managers, Assistant Managers, and Branch Managers located in Alabama and Florida. Retired members of SCUMA (or Credit Union Managers Association of Alabama) Dues for 2012 are only $100 and $90 (for second or additional members from the same credit union). Take advantage of all that a SCUMA membership can offer you - join us today!!
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2012 MEMBERSHIP APPLICATION Membership is required to attend conference as well as apply for awards and scholarships
1) Member Name
Title
E-mail Address
Direct Phone Number
@ $100
2) Member Name
Title
E-mail Address
Direct Phone Number
@ $90
3) Member Name
Title
E-mail Address
Direct Phone Number
@ $90 $
Credit Union
Mailing Address
Total
City, State, ZIP
Return payment and completed application to: SCUMA Membership c/o Teresa Gray P.O. Box 380428 Birmingham, AL 35238-0428 Or fax to: (205) 437-2210 (Attn: Teresa Gray)
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2012 GOLF TOURNAMENT REGISTRATION
Shotgun Start at 8:00 a.m. Wednesday August 22nd Hilton Sandestin Beach Golf Resort & Spa Room Reservations (850) 267-9600, group code SCU 1) Player Name
CU or Employer
Cell Number
@ $150
I am playing with these three persons: 2) Player Name
Credit Union or Employer
Cell Number
@ $150
3) Player Name
Credit Union or Employer
Cell Number
@ $150
4) Player Name
Credit Union or Employer
Cell Number
@ $150
I do not have a foursome yet. Please place me on a team. TOTAL
My handicap is: $
Payment method: Please enclose a check/share draft, payable to Southeast Credit Union Management Association. We will confirm receipt of your entry. Thanks for choosing to join us … we’ll look forward to seeing you there! Return form and payment to: Mark Johnson Naheola Credit Union P. O. Box 102 Pennington, AL 36916 205-654-2370 • Fax: 205-654-2373
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ANNUAL CONFERENCE 2012 Hilton Sandestin Beach Golf Resort & Spa