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Pathway to Success

Pathway To Success This conference features a full range of informative, educational sessions that provide attendees with a path for learning about critical issues important to today’s ever-changing financial industry. Gain information on the economy, lending environment and much more from premium speakers. The Southeast Regional Directors’ Conference focuses on understanding the role of director, strengthening the team effort between management and volunteers, and the pursuit of organizational uniqueness. The Bluegrass State will provide conference attendees a unique opportunity to immerse themselves in distinctive opportunities. The horse racing industry and bourbon distilleries are the cornerstone of what makes Kentucky exclusive. In 2010 take advantage of the oppor tunity to join together with credit union board members throughout the Southeast region, including: Alabama, Florida, Georgia, Kentucky, Louisiana, Mississippi, Nor th Carolina, South Carolina, Tennessee, and Virginia, to help make a dif ference in the future of your credit union.

Speakers Chris Abely is the Senior Vice President of Specialty Distribution for CUNA Mutual Group. In this role he leads the Executive Benefits program and Long-Term Care product distribution for the company. Chris joined CUNA Mutual in 2002 when the company acquired Members Service Corporation, where he was the President and principal shareholder. Chris has served on a variety of boards, including three credit unions, where he has held positions of Chairman of the Asset/Liability Committee and Chairman of the Supervisory Committee. 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 has 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.

Bob Larson is a Financial Solutions Officer in the

Credit Union Financial Solutions area at CUNA Mutual Group. As a Financial Solutions Officer, Bob helps credit unions understand the financial impact of CUNA Mutual’s products and services, and also consults with credit unions on the use of CUNA Mutual’s financial solutions.

Gary Montgomery has presented in front of audiences

for nearly four decades. He recently retired after a 35-year career as a television sportscaster. Today he continues teaching audiences as a trainer and keynote presenter. He started his personal speaking business 15 years ago and has addressed audiences all over the United States and beyond. Gary is both a motivational communicator and a storyteller. In his unique style he connects with the audience and demonstrates ways of stepping up to the proactive approach to life.

Debbie Painter began her career with credit unions in 1979

Carolina law firm of Smith Debnam Narron Drake Saintsing & Myers since 1994, following a sixteen year practice specializing in creditor’s rights, bankruptcy, and repossession law in Louisville, Kentucky. Mr. Drake graduated from the University of North Carolina in 1975 with a B.A. with honors and with his law degree in 1978. He has practiced in North Carolina, Kentucky, West Virginia and the federal courts of southern Indiana.

at Fort Knox FCU. Almost twenty years later she joined the Kentucky Credit Union League staff and serves as Director of Governmental Affairs and Public Relations. She currently serves on AACUL’s Political Involvement and Grassroots Committee and as Treasurer for the Kentucky Jumpstart Coalition for Personal Finance. Debbie received a B.S. degree from Sullivan University in Business Management and is a graduate of the Credit Union Management Institute (CUMI) and CUNA Management School (Madison, WI). Debbie is a certified BSA Compliance Specialist.

Steve Gilliland is one of the most sought-after and top

Alonzo Swann is the Regional Director of the National Credit

Frank Drake has been a partner in the Raleigh, North

rated speakers in the world. He launched his full-time speaking career and built a multimillion-dollar corporation on the same philosophy he expounds to his audiences. Steve speaks to more than 250,000 people a year and influences the lives of millions through his keynote speeches, books, CDs and DVD’s.

Jim Hagerbaumer is president of Hagerbaumer Economics

in Tampa, Florida. He consults with CEOs of financial institutions, advising them about what’s going to happen to the economy and interest rates. He has a doctorate in economics from the University of Colorado, taught at the University of Wisconsin, and was corporate economist for a Fortune 500 company.

Conference speaker sponsor:

Union Administration’s Region III (Atlanta) office. As the Regional Director, Mr. Swann is responsible for coordinating the examination activities for over 1,700 federally insured credit unions in 12 states. Mr. Swann joined the National Credit Union Administration’s (NCUA) Chicago Region as an Examiner in Gary, Indiana in February of 1983, examining Indiana, Illinois and Missouri credit unions for six years.

Pre-conference Workshop

BSA Update for Volunteers Debbie Painter Boards of Directors must have adequate BSA/AML training in order to understand the requirements, the risks and the ramifications of noncompliance. This session is intended to give Volunteers an overview of the general requirements and the most updated information regarding the “hot” buttons for examiners in 2010: Risk Assessment Analysis, Member Due Diligence Program and Third Party Vendor Relationships. This is an excellent opportunity for those Volunteers who have not had previous training, and for those who have, to be updated on the changes and new expectations.

Event Descriptions Enjoy the Ride—A Roadway for Success

Steve Gilliland Through side-splitting humor and reality-tested techniques, Steve Gilliland will reveal the way to face conflicting demands in an unforgiving world. This speech is straightforward, clear and easy to grasp—yet extremely profound.

NCUA Update Alonzo Swann

Alonzo Swann will discuss regulatory issues and examination priorities that are impacting credit unions in the current economic environment. This is an opportunity to hear directly from the regulators and identify how it may affect your organization.

Executive Benefits Chris Abely

A board perspective on developing a retention/motivation strategy. This session will give board members the ability to understand the components that make up an Executive Benefits plan, from reviewing current compensation trends to understanding GAP analysis and shortfalls executives encounter in retirement.

The Many Pitfalls of Credit Union Mergers

Frank Drake Plenty of credit unions perceived merger as a fine method to expand their market share, furnish better services and returns for their member, and assure themselves long-term survival. Many discover after a merger that they have married in haste, to a “spouse” far uglier than they ever imagined, and with unexpected baggage besides. Mr. Drake will provide a general checklist to be added to any surviving credit union’s due diligence recipe. This list will permit suitors to discover surprises in advance that they would certainly discover after the merger is complete.


A graphic overview of the important elements of the economy and the dynamic path the economy is taking. What makes this valuable for credit union volunteers is seeing all the parts of the economy together in one place. Grasping the overall is by far the most difficult thing for most people. The snippets of daily news on TV and in the press do not provide the kind of “aha” experience you’ll have as you sit through this presentation.

A Baker’s Dozen...At Least 13 Ideas That Need to Stay on a Director’s Radar. Patrick Adams Now is the time. During my career, never have credit unions been in a better position. Rather than let the good times pass by without gaining market share, let’s kick it into gear. Here comes a potpourri of ideas that will keep moving the “ball down the court.” Come prepared to fill a notebook with ideas to carry back to your shop as possible strategies to help you own your market.

Credit Union Financials for Non-Financial Individuals Bob Larson

This session will provide an overview of credit union financial management principles which contribute to the financial viability of a credit union. Mr. Larson will help you understand the current economic environment and the impact it has on your Credit Union’s balance sheet.

Pathway to Success Gary Montgomery

Credit union board members are called on to define, teach, lead and share the pathway to success for their credit union and it’s members. As volunteer leaders you are asked to be mentors and guides and keep everyone on this path to success!

(separate registration required)

Woodford Reserve

Enjoy a “Picnic on the Porch” upon arriving at Woodford Reserve Distillery, one of Kentucky’s oldest distilleries, dating back to 1812. Once lunch is finished, you will tour the historic distillery where unique exhibits, historical photos and artifacts celebrating the living history of Kentucky Bourbon await you. During your tour you will see Woodford Reserve Bourbon being distilled in genuine copper pot stills, just like those on this site over a century ago. At the end of the tour, guests are allowed to taste the award-winning bourbon and browse the gift shop.


The Economy in Recovery Jim Hagerbaumer

Upon your arrival to Frankfort, enter into the Brown-Forman Kentucky Room where lunch awaits. Your journey continues with a tour of The Old State Capitol, which stands amoung the most impressive historic buildings in Kentucky. Your visit to the Capitol will include a Museum

theatre performance of the play “Dear Friend: The Civil War Diary of Annie McCarroll Starling.” Next you will enjoy Kentucky artifacts within The Center for Kentucky History. This multi-million dollar museum and research facility houses thousands of treasures from Kentucky’s past.

Kentucky Horse Park

You’ll visit the KENTUCKY HORSE PARK, the only facility of its type in the nation, bringing the history of equine breeds from around the world to the famous Bluegrass Region. This 1,032 acre working horse farm features more than 30 breeds performing in the Parade of Breeds show, actual racing greats stabled in the Hall of Champions and a spectacular film presentation, “Thou Shall Fly Without Wings”. You’ll move about the park on foot or by horse-drawn carriage or surrey ride, visiting the blacksmith, harness maker, International Museum of the Horse, Calumet Farm Trophy Exhibit and a fine gift shop.

Sunday, July 11


12:00 noon – 5:30 p.m. 2:00 - 4:00 p.m. 6:00 - 8:00 p.m.

(all times EDT)

Registration BSA—Pre-Conference Workshop Opening Reception

Monday, July 12 7:15 – 8:15 a.m. 8:15 - 9:30 a.m. 9:30 - 9:45 a.m. 9:45 – 11:30 a.m. 10:15 a.m. 11:30 a.m. – 12:45 p.m. 12:45 – 2:00 p.m. 2:00 - 2:15 p.m. 2:15 – 3:45 p.m.

Breakfast Opening Session—Enjoy the Ride Morning Break NCUA Update Guest Options Lunch Executive Benefits Afternoon Networking Break The Many Pitfalls of CU Mergers

Tuesday, July 13 7:15 – 8:15 a.m. 7:30 a.m. 8:15 – 9:45 a.m. 9:45 –10:00 a.m. 10:00 – 11:45 a.m. 12:30 p.m.

Breakfast Guest Options The Economy in Recover y Morning Break A Baker’s Dozen Tuesday Tours/Golf Outing Optional Events Advance Registration Required

6:30 – 10:00 p.m.

Dinner Banquet and Horse Racing Enter tainment

Wednesday, July 14 7:15 – 8:15 a.m. 8:15 – 9:15 a.m 9:15 – 9:30 a.m. 9:30 – 10:15 a.m.

Breakfast Credit Union Financials for Non-Financial Individuals Morning Break Closing Session - Pathway To Success

Guest Programs (included in cost of guest registration) Monday Kentucky Bourbon 101 and Tasting – 10:15 a.m.

This class will discuss the History of Bourbon, Four Roses Bourbon and the Distillation Process. It will conclude with a Bourbon Tasting - Distillates plus Four Roses brands.

Derby Hat Decorating – 12:45 p.m.

This class will be a hands-on experience in hat decorating utilizing embellishments to reflect your own style and taste. All materials will be furnished. Guest are encouraged to wear their creations to the banquet on Tuesday evening.

Spa Services Available

20% off all services. Call ahead for appointment and mention the conference name: (859) 288-6101.

Tuesday Grounds Presentation – 7:30 a.m.

Come join the Director of Grounds at the Resort to hear about Griffin Gate’s Audubon Sanctuary Program. You will learn about the Audubon Certificate and how the Resort achieved this prestigious status. Scott Bender will share slides of the 213 beautiful acres that the Resort resides on. Some to include wildflower gardens, bluebird boxes, bat boxes and so on. If you have 45 minutes to spare you won’t want to miss this presentation.

Cooking Class & Brunch at Mansion – 8:30 a.m.

Set in an antebellum style Mansion depicting southern tradition, experience the flavors of the south. Join the Griffin Gate Marriott Chefs as they prepare the Kentucky Benedict made with eggs, fresh vegetables, cheeses, sweet ham steak and house made breakfast potatoes. You won’t want to miss this culinary experience.

Conference and Hotel Information Griffin Gate Marriott Resort and Spa

1800 Newtown Pike Lexington, KY 40511-1330 Phone: (800) 228-9290 Room Rate: $154/night The hotel cut-off date is June 15, 2010 Please mention SE REG DIRECTOR*SF to receive the group rate


Registration deadline is July 1, 2010

Conference Rate: $725 Guest Fee: $305 (Includes meals, reception, banquet, Monday and Tuesday guest activity, and the closing general session.)

Tuesday Par ticipant Guest Outings (includes lunch) Tour 1: Frankfort


Tour 2: Woodford Reserve


Tour 3: Kentucky Horse Park


Golf Outing: $125 (includes golf, cart, range balls and box lunch) The 18 hole course at the Griffin Gate Golf Club in Lexington, KY features 6,830 yards of golf from the longest tees for a par of 72.


Please allow up to 10 days to receive registration and/or payment confirmation. Confirmations will be sent electronically to the email address provided. Cancellations received in writing (via fax 502-459-0189) seven or more days before the start of the program are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be given if cancellations are received six days or less before a program begins. Substitutions are accepted anytime prior to the start of the program at no additional cost. Contact the League Office at 1-800-333-5285 x203 for registration changes. For more information, concerns or special needs, contact KCUL: Laura Parrish, 800.333.5285 x209 or Katie x203 or Your email: or Host:

Airport Information (info and directions taken from Marriott Griffin Gate website)

Lexington – LEX Hotel direction: 12 miles W Driving Directions: Turn left on

Man-O’-War Boulevard from Airport Parking Area. Go East on Versailles Road (US 60) approximately 2 miles to second New Circle Road (North) Exit. Follow New Circle Road approximately 4 miles to Newtown Pike Exit 9B North toward I-64 & I-75. Follow Newtown Pike for approximately 1.5 miles to Griffin Gate Boulevard. Resort entrance is on the right.

Cincinnati – CVG Hotel direction: 68 miles S Driving Directions: Take I-275 East

approximately 4 miles to I-75 South towards Lexington. Follow I-75 South approximately 65 miles to Lexington. Interstates 75 and 64 combine as one north of Lexington. Take Exit 115 (Newtown Pike/SR 922) South off I-75/64. Follow Newtown Pike/SR 922 approximately .4 mile to second light and turn left onto Griffin Gate Drive. Once on Griffin Gate Drive, you are on the resort property. Main entrance for resort is to the left of Griffin Gate Drive.

Louisville – SDF Hotel direction: 80 miles SE Driving Directions: From the airport,

take I-264 East approximately 6 miles to I-64 East towards Lexington. Follow I-64 East for approximately 80 miles to Lexington. Interstates 64 and 75 combine as one north of Lexington. Take Exit 115 off I-64/75 South (Newtown Pike/SR 922). Follow Newtown Pike/ SR 922 South approximately .4 mile to second light and turn left onto Griffin Gate Drive. Once on Griffin Gate Drive, you are on resort property. Main entrance for resort is to the left.

Registration Form

Registration Deadline: July 1, 2010

Room Registrations are due by: June 15, 2010

Attendee Information Please complete one form per registrant. Type or print all information. Photocopy for multiple registrations. Legal Name_____________________________________________________ _ _ _ _ _ _____________________________ Name Preferred on Badge________________________________Title__________ _ _ _ _ _ _ _ _ _ _ ___________________ Credit Union ____________________________________CU Mailing Address______________ _ _ _ _______________ City____________________________________________________State______________________Zip_____________ CU Phone Number (________)___________________________ Fax Number (________)________________________ E-mail_____________________________________________________________________________________________ (Impor tant attendee/guest confirmation and program information will be sent electronically to the attendee e-mail address. If you would like an additional copy of the confirmation for warded, please provide the contact email.)

CU Contact Person _________________________________________________________________________________ Email ________________________________________________ Phone (________)__________ _ _ _ _ _ ______________ ❏ Check here if you have any disability that requires special ser vices. (describe below) –––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– In case of emergency, please contact (required): Contact name ________________________________________________ Phone (________)______________________

Attendee Registration

Guest Registration and Tour Options

❏ Southeast Directors’ Conference Full Attendee Registration


Tour Options

❏ Guests for Southeast Directors’ Conference $305 Guest name ___________________________________ Name preferred on badge _______________________

❏ Frankfor t


Guest Options (select all that you will attend)

❏ Woodford Reser ve


❏ Bourbon 101 ❏ Derby Hat Decorating

(included in cost of registration)

❏ Kentucky Horse Park $75

❏ Grounds Presentation ❏ Brunch in Mansion

❏ Golf

Guest Tour Options



Payment Method (Payment must accompany registration form) ❏ Enclosed is a check, made payable to: SRCUS/ KY CU League

❏ Frankfor t


❏ Woodford Reser ve


❏ Kentucky Horse Park $75 ❏ Golf


Handicap:_______________________________________ TOTAL ENCLOSED

Four easy ways to register Mail




SRCUS Conference Host Kentucky Credit Union League 3615 Newburg Road Louisville, KY 40218-3399

502.459.8023 x203 800.333.5285 x203


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