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March 20–21, 2014 Hyatt Regency Coconut Point Bonita Springs, Fla.


Exchange Ideas with Industry Thought-Leaders Join the League of Southeastern Credit Unions and CUES for Credit Union Executive Dialogue, March 20–21, 2014, in Bonita Springs, Fla. This unique meeting was designed to give executives of large-asset size credit unions the opportunity to share ideas and build solutions with their peers.

Who Should Attend CEOs and senior executives at organizations with $500 million or more in assets are encouraged to attend. Credit unions from Alabama, Florida and beyond are welcome. This dialogue will not be region-specific. Be sure to send your: • Presidents/CEOs looking to discuss the unique opportunities and challenges facing large credit unions. • Senior executives interested in participating in a roundtable exchange with peers to generate ideas to move their credit union and the industry into a successful future.

You won’t find formal conference-style presentations here; instead, expect to participate in robust roundtable discussions and reflect on the state of the industry. Facilitator Terence Roche, principal, Cornerstone Advisors, Inc., will be on hand to help promote collaborative conversation and healthy debate. You’ll contribute to: • Discussions on the state of the movement, its challenges and opportunities • In-depth exploration of differentiation strategies • Facilitated conversations on applying strategic leadership to the industry As an executive at a large credit union, you have the unique ability help shape the future of the movement. Don’t miss your chance to be part of this open exchange with other influential credit union leaders.

Agenda at a Glance Throughout the two-day session, you will interact and network with the brightest minds in the industry. The meeting will start off with a short report on the state of the industry, presented by Terence Roche. Then, we’ll open it up to general, yet facilitated, discussion. In addition, other executives will present unique and challenging projects their credit unions are tackling. We’ll use those presentations as springboards for in-depth, round-table discussions.


Strengthen the Movement at a Stunning Retreat The Hyatt Regency Coconut Point overlooks the Estero Bay Aquatic Preserve, home to a variety of wildlife, including dolphins and manatees. Rent a kayak onsite to explore the waters, or take a water taxi to Big Hickory Island Beach, a private retreat. Enjoy the hotel’s many amenities, including spa, tennis courts, and a 5,000 square foot lagoon style pool featuring a 140 foot corkscrew waterslide. The hotel has been named by Travel & Leisure Magazine as a choice for its "Top 50 Domestic Resorts" and was on its list of "500 World’s Best Hotels." Room rates at Hyatt Regency Coconut Point are $299 single/ double occupancy. Please make reservations before February 19, 2014, by calling 800.233.1234. Be sure to mention CUES to get the group rate. The hotel will accept reservations after February 19 based on availability; however, rooms may be gone so early reservations are recommended.

Don’t Miss this Unique Meeting How often do you take a step back from your day-to-day duties, and reflect on the state of the industry with your peers? Don’t miss the opportunity to do just that at Credit Union Executive Dialogue. You’ll participate in an open exchange with your colleagues, problem solve, and network. Register now at cues.org/cued; or by calling 800.252.2664 or 608.271.2664, ext. 340. CUES members attend for $895—a $900 savings off the nonmember price of $1,795. Rates increase $300 after February 3, 2014. To register as an LSCU affiliated credit union and receive member pricing, please call the number above or email cues@cues.org.

" The topics discussed at Credit Union Executive Dialogue were pertinent, and strategically focused for invaluable insight. The event offers excellent networking, and gives you the opportunity to find out what’s really going on in the industry—and with your colleagues—as you share thoughts and ideas." S tewart Ramsey, CCE President/CEO Pen Air Federal Credit Union Pensacola, Fla. Assets: $1.2 billion

" I greatly enjoyed the opportunity to take a step back and have deep, meaningful discussions with my peers at Credit Union Executive Dialogue. We were able to explore issues and problem-solve in a way we wouldn’t have been able to otherwise." regory A. Smith G Chief Executive Officer PSECU Harrisburg, Pa. Assets: $4.1 billion


The Credit Union Executives Society is a Madison, Wisconsin-based, independent, not-for-profit, international membership association for credit union executives. Its mission is to educate and develop credit union CEOs, directors and future leaders.

P.O. Box 14167, Madison, WI 53708-0167 USA 5510 Research Park Drive, Madison, WI 53711-5377 USA Tel: 800.252.2664 or 608.271.2664, ext. 340

Fax: 608.441.3346 Email: cues@cues.org

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