Executive Summit

Download the full agend and summit brochure.

At this year's Executive Summit you can plan on three mornings of great speakers and topics, and plenty of time to golf, hike, or otherwise relax.

On Monday afternoon, the event will include one of three networking activities: 18 holes at The Ledges, hiking in Snow Canyon, or a movie. In the evening, we'll have a barbecue in Snow Canyon for registered attendees and guests.


Sunday, May 19th thru
Wednesday, May 22, 2013
Marriott Courtyard,
St. George, Utah's Credit Unions

 
General Speakers
  • Monday: Frank Diekmann, Credit Union Journal: 25 Ideas That Are Working in Credit Unions Right Now
  • Tuesday: Matt Davis, Filene Institute: Trends in Financial Services Innovation
  • Wednesday: Bradley Pricer, CMG Human Resources Process Leader: 2014: Health Care Reform Requirements & Opportunities – Are You Ready?
Hotel Information
Marriott Courtyard
185 South 1470 East
St. George, UT 84790
435.986.0555
 
Room Rate: $99 plus tax
(King and Queen Double Occupancy)
Group Code: Utah Credit Union Association
Hotel Reservations Due: Wednesday, April 17, 2013
 
Conference Registration Fee:
$395.00 per participant
$175.00 per partner/guest
Late Registration Fee: $100.00
Conference Registration Due: Thursday, May 9, 2013

 
Other Information
 
If you have a physical or medical condition requiring special attention, please contact Marilyn Pearson at 1-800-662-8684 or 801-972-3400 ext. 301 or email mp@utahscreditunions.org.   This fee does not include your hotel room registration rate.
 
You must make your own reservations directly through the Marriott Courtyard at 1-435-986-0555 under the Utah Credit Union Association block of rooms.
 
Thanks to our credit union family sponsors!

 


 

Agenda
 
Sunday, May 19
3:00 pm – Hotel Check-in
 
6:00 pm – 7:00 pm – Hospitality
Hosted by CUNA Mutual Group and SunCorp
 
7:00 pm – 9:00 pm
Dinner and Networking
 
 
Monday, May 20
 
7:45 am – 8:45 am  - Breakfast Buffet
Breakfast Buffet is provided for paid participants
And their paid guests
 
9:00 am – 11:30 am – 25 Ideas That Are Working In Credit Unions Right Now
Presented by: Frank Diekmann, CU Journal
 
25 (at least) ideas that are working in credit unions right now.  In this session,
Credit Union Journal Publisher and Editor Frank J. Diekmann will review a broad range of strategies and tactics within credit unions that are working right now, ranging from loan promotions to savings campaigns to revenue producers to overarching cultural efforts.
 
Unless the credit union has implemented a firm NO New Ideas policy, attendees should be able to take away a half-dozen or ore ideas for implementation at their own credit union.
 
10:00 am – Refreshment Break
 
10:15 am – 11:30 am – 25 Ideas That Are Working in Credit Unions Right Now (continued)
 
11:30 am – Lunch on your own
 
Free afternoon to network with peers – Golfing, Hiking and/or Movies, etc.
 
6:30 pm – 8:30 pm - Dutch-Oven Dinner in the Park
We will be hosting a dinner in Snow Canyon for all paid attendees and their paid guests.
 
Tuesday, May 21,
 
7:45 am – 8:45 am – Breakfast Buffet
Breakfast Buffet provided for paid participants and their paid guests
 
9:00 am – 11:30 am – Trends in Financial Service Innovation
Presented by: Matt Davis, Filene Institute
 
What’s new in financial services innovation? This session uncovers the ideas that are making an impact for banks, credit unions, and investment firms across the globe. Attendees will discover how existing ideas can be customized for application at their credit unions.
 
10:00 am – 10:15 am – Refreshment Break
 
10:15 am – 11:30 am – Trends in Financial Service Innovation (continued)
 
12:00 noon – Lunch at the hotel
Lunch provided for paid participants and their paid guests.
 
Free afternoon to network with peers – golfing, hiking and/or movies, etc.
 
Dinner and evening on your own!
 
Wednesday, May 22
 
7:45 am – 8:45 am - Breakfast Buffet
Breakfast Buffet provided for paid participants and their paid guests
 
9:00 am – 11:00 am – 2014: Health Care Reform Requirements & Opportunities.
Are You Ready?
Presented by: Brad Pricer, CMG
 
11:00 am  - 11:30 am – Association and National Political Update
Presented by: Scott Simpson, CEO
 

12:00 noon – Drive home safely!

 

Date 5/19/2013 12:00 AM to 5/22/2013 12:00 AM
Location:
Courtyard Marriott
185 South 1470 East
St. George, UT 84790
Contact:
mp@utahscreditunions.org
(801) 972-3400

Registration is currently not open for this event.