Chair/CEO Vision Summit

An Exclusive Conference for Board Chairman and CEOs


SPECIAL NOTE: During the registration process, on the "optional event" page, you will be presented with a grid of Utah colleges and all the attendees. Please specify which college the attendees prefers, so that we can provide them with a special tailgating party gift. Thank you!


Includes continental breakfast and lunch for CEO and Chair-guests are on their own. No dinner provided. Fee for this conference does not include the Volunteer Conference, a separate event with separate registration.


Hotel information

Hotel reservations are due by September 15, 2014.

For reservations for our Group rate, please call: 888-226-9667 Indicate that you are with the Utah Credit Union Association

Guest Lodging - Single/Double Occupancy Rates:

  • Standard Hotel Room - $134.00
  • One Bedroom Suite - $234.00
  • Two Bedroom Suites - $513.00

All rooms will have an additional resort fee tax of 11.85%

All rates are subject to the current lodging tax. Please keep in mind that resort lodging requires a one-night non-refundable deposit if cancelled prior to 30 days of the event. Confirmed reservations will automatically be billed for one night’s room and tax at the time of the reservation is made. All major credit cards accepted.

*Any rooms cancelled after Monday, Sept. 15, 2014 will be billed for one night’s lodging. 


Conference Agenda

Friday, October 10, 2014

Conference will be held in Kokopelli-Parlor III

8:00 am – 9:00 am: Registration & Continental Breakfast – For paid participants only

9:00 am – 11:30 am: General Session

“Windshields are Bigger than Rear-View Mirrors for a Reason”

Presented by: Patrick Adams

The member experience has changed. The demand for e-solutions and the coming wave of mobile banking is quickly transforming the way consumers interact with financial institutions. And the pace of change is accelerating. Very soon, CUs will have to decide: are you prepared to keep pace or have you decided to let your CU fade away?

In this session, Patrick explains how new ideas, channels and methods can support long-standing CU aims and values. Learn from companies that successfully made difficult shifts like this and those that failed.

10:00 am – 10:15 am: Refreshment Break

11:45 am – 1:00 pm: Lunch – For paid participants only. No guests please.

1:00 pm – 3:00 pm: General Session

“The Future of Mobile Wallets”

Presented by: Mark Fischer, Co-Founder of CU.Pay and Founder of Inspire Commerce.

What is an E-wallet? How is it defined? What does this mean for your credit union? Payments are moving more into pure electronic format and innovative ways to pay for merchandise are evolving daily. E-wallets will redefine the payment landscape over the next decade. Join us to untangle the web of issues and learn how this technology is changing the credit union industry and members expectations.

3:00 pm – 3:15 pm: Refreshment Break

3:15 pm – 4:00 pm: General Session

Local E-Mobile Wallet Adventure

Presented by Phil Patten, CEO, American United FCU

Phil has just finished his latest project with Prolliance CUSO Solutions on e-wallets and will share insights regarding this product and service.

4:00 pm – 4:30 pm: NCUA Update

Presented by: Elizabeth Whitehead, NCUA

Chairman/CEO Conference Ends

Please note: Dinner is not included in this portion of the conference. 


Presenters

Patrick Adams – Patrick is flat-out one of the most dynamic and versatile credit union presenters around. He has devoted over 27 years to the credit union movement and is currently President of St. Louis Com- munity Credit Union. Patrick has never met a paradigm he wouldn’t change.

Mark Fischer – Mark Fischer is the Co-Founder of CU.Pay and Founder of Inspire Commerce. Mark is viewed from within the credit union and banking industry as one of the few people to have his fully wrapped around the future of the electronic wallet, payment technology and what it means for financial institutions today and tomorrow.

Phil Patten – is currently CEO of American United FCU and founder of the CUSO, Prolliance CUSO Solu- tions. Phil has been the brain behind several credit union CUSO’s that are currently being utilized by several Utah Credit Unions.

Elizabeth Whitehead - Liz is responsible for the oversight of the chartering program for Federal credit unions and the examinations and supervision pro- grams for all federally insured credit unions through- out the western states. 

Date 10/10/2014 9:00 AM to 4:00 PM
Location:
The Canyons Resort
4000 Canyons Drive
Park City, UT 84098
Contact:
mp@utahscreditunions.org
(801) 972-3400


Click below if you just need to register yourself for this event.