FLAMINGO HOTEL AND CASINO LAS VEGAS, NEVADA

September 9-12, 2020

www.ccacu.com

Hotel Information

Our room block runs Wednesday, September 9 through Saturday, September 12 with the option of staying 3 days pre or post (based on hotel availability). Reservations can be made by following the link on our website’s home page. www.ccacu.com. Please note: the Flamingo charges $10 plus tax for call in reservations.

Dress

Dress is business casual throughout the conference. Meeting rooms can get chilly and take up to 30 minutes to warm up so a light sweater or jacket is recommend-ed.

Cancellation Policy

25% of registration fee per registrant will be refunded if cancellation is received before August 9. Absolutely no refunds will be given after August 9 due to prepaid costs however, substitutions can be made.

Transportation

McCarren International Airport (LAS) is located 7 miles from the Flamingo Hotel and Casino.

There are several options for transportation listed on the following website:

https://www.mccarran.com/Transportation/Shuttles

Uber and Lyft are options as well.

Please note that if you are renting a car, the Flamingo

currently charges $15 per night for parking, subject to

change without notice.

CCACU Giving Back Children’s Miracle Network

Luncheon and Raffle Friday, September 11, 2020

The Children’s Miracle Network partners with hospitals across North America to provide compassionate care to children and their families. A premier event of our conference is a fundraiser to help CMN in its mission to touch the lives of children and their families. Since forging its relationship with CMN, CCACU has raised over $100,000 in support of this important effort. To-gether, through cash donations, we can meet our 2020 donation goal of $5,000. A small portion of the donat-ed amount is used to purchase items that are raffled off at our CMN Luncheon. Raffle tickets are SOLD to any-one who would like a chance to win one of the terrific prizes. We will also have our popular “Share the Pot” raffle.

Please mail your donation to: Cindy Brock/CMN

P.O. Box 6195 Kokomo, IN 46904

PLEASE REMEMBER

IT’S FOR THE KIDS.

Registration Fees

Before August 9: $895 CEO, Director, Supervisory Committee Member After August 9: $945 CEO, Director, Supervisory Committee Member Before August 9: $350 Guest of any CEO, Director, Supervisory Committee Member After August 9: $400 Guest of any CEO, Director, Supervisory Committee Member

Questions?

Contact Lisa LePage at 317-439-4614 or by e-mail at aplusplanners@outlook.com

Visit the Combined Council of America’s Credit Unions website often for Conference Updates at

www.ccacu.com

SEVEN DECADES LATER, IT’S STILL MAKING HISTORY

Bugsy Siegel’s desert dream, The Flamingo, has anchored the Las Vegas Strip since they started rolling dice in 1946. Set on the famous four corners of Las Vegas Blvd and Flamingo Road, this hotel combines heart-pounding Las Vegas excitement with hospitality and service that is second to none. The Flamingo is classic Vegas with a contemporary sophistication that’s as welcoming as it is hip. An array of guest-pleasing features and one-of-a-kind venues—like the incredible 15-acre tropical paradise and Wildlife Habitat—gives Flamingo just what it takes to make your Las Vegas experience truly memorable.

GUEST ROOMS

FAB DELUXE 2 QUEENS NON SMOKING

OR

FAB DELUXE KING NON SMOKING

Type of room is first come first serve so make your reservation today on our website, www.ccacu.com, under the Hotel

Reservation link. Please note that the Flamingo charges a $10 plus tax fee for reservations not made through the website.

ADA Rooms are limited. If you are in need of an ADA room, please contact Lisa LePage at 317-439-4614 as soon as possible. .

DINING

QUICK BITES CASUAL BUFFET UPSCALE

Club Cappuccino Beach Club Bar & Grill Paradise Garden Buffet Bugsy & Meyers Steakhouse Flamingo Food Court Margaritaville Las Vegas Cafe Express Carlos 'n Charlie's Restaurant Las Vegas

Both offer modern décor that encounters elements of simple luxury with splashes of signature Flamingo pink and warm, wood toned fur-nishings and flooring designed to create a residential feel. Contempo-rary chaise lounges, patterned rugs and vintage Vegas framed art-work create a stylish appeal while upgraded beds with ultra-soft pillow-top mattresses, plush linens and faux fur throws offer ultimate com-fort. FAB rooms also come equipped with 32-inch flat screen Plasma televisions.

Brian Day, PSCU Brian is a Solutions Consultant for PSCU, the nation’s premier payments CUSO. In his role, Brian is responsible for working with PSCU Owner credit unions to understand industry trends and identify product solutions to help credit unions grow, compete and improve members’ financial lives. Topic: Digital Transformations

Dan Mahalak, President, Mahalak Consulting Co. Dan spent most of his career at Cindrich, Mahalak & Co., a CPA firm that specialized in working with credit unions and their subsidiaries. He joined that firm in 1980 upon graduating from Eastern Michigan University, became a partner in 1988, and managing partner in 2006. In 2018 he determined that the best future for his clients and staff was to become part of a larger firm and transitioned his audit and compliance practice into that of Doeren Mayhew. He continues to work with credit unions in strategic planning, budgeting and forecasting, asset-liability management consulting, mergers and acquisitions, regulatory consulting, human resources consulting, and a variety of other consulting projects. Topics: Positioning Your Credit Union for Future Consolidation & Mergers/Bank Secrecy Act Training

Speakers

James Buzek, CISSP, MSCE – Information Security Officer/VP, Information Assurance, Corporate One FCU James is responsible for the research, development, implementation, testing and reviewing of Corporate One’s overall information security in order to protect information and prevent unauthorized access. He oversees and directly manages the protection, defense, and availability of information and information systems by ensuring confidentiality, integrity, authentication, availability and non-repudiation of corporate information and information systems through the creation and implementation of the security program.

Topic: Cyber Security Trends & Threats

Andrea Cooper, CMFG Life Insurance Company, CUNA Mutual Group Andrea is a director of talent for CUNA Mutual Group. In this role she is a member of the Employee Experience and Strategy team, responsible for leading enterprise Talent Acquisition and Talent Manage-ment. Topic: Inspire Employees and Drive Business Results with Inclusive Leadership

Mike Bremer, CMFG Life Insurance Company, CUNA Mutual Group Mike is an executive benefits specialist for CUNA Mutual Group, a company that specializes in the de-

sign, implementation, financing and ongoing administrative support of supplemental executive benefit

programs specifically tailored to credit unions.

Topic: How to Manage the Risk of Diversifying Your Benefits Plan Investments Beyond Those

Speakers

George Middlebrook, VP, Strategic Solutions, Sherpa Technologies

As VP, Strategic Solutions, George leverages his comprehensive knowledge of digital technologies, inte-

gration services, and managed solutions to enable strategic solutions within the Mosaic platform. He is

responsible for the overall management of Sherpa products and new solutions, the implementation of

Sherpa’s enterprise innovation framework and working with credit unions on the strategic management

of their digital solutions. George has more than 30 years of experience in new product development,

strategic planning, and marketing. Topic: Strategies for Credit Unions to Stimulate Growth

Jack McCall, CSP, Jack McCall and Associates

Jack McCall, CSP, Jack McCall and Associates Jack is a graduate of the Tennessee School of Banking at Vanderbilt University and the Graduate School of Banking of the South at Louisiana State University. Jack has devoted much of his career to the finan-cial service industry. In 2000, he founded Jack McCall and Associates, a professional/training firm based in Hartsville, TN. Topic: Bringing Out The Best In People

Keith Riddle, President and CEO, Sherpa Technologies

As President and CEO, Keith brings a breadth of financial services experience spanning new product

development, partnership management, consultative/direct sales, strategic planning and marketing.

Keith oversees all aspects of Sherpa with a focus on the management of its enterprise innovation

framework, product development and consulting with credit unions on digital transformation. Keith

has more than 30 years of experience in the financial industry and possesses in-depth knowledge of

digital technologies, payment processing platforms, and managed solutions offerings.

Topic: How Innovative FinTech Firms Are Changing User Experience Expectations

KEYNOTE SPEAKER, Roger Tutterow, Ph.D.

Dr. Tutterow is Professor of Economics at Kennesaw State University where he holds the Henssler Finan-cial Endowed Chair. In addition, he serves as Director of the Econometric Center, an applied research cen-ter housed in KSU’s Coles College of Business. His analysis of the economic, business and political environ-ments have been featured in a variety of media including Wall Street Journal, Financial Times, Business Week, Forbes, USA Today, Atlanta Journal Constitution, Arizona Republic, Florida Times-Union, Kansas City Star, Los Angeles Times, New York Times, Orlando Sentinel, Palm Beach Post, Wichita Eagle and on CNN, CNBC, NBC, Bloomberg Television, NPR’s “Marketplace” and “All Things Considered,” CNN-Radio as well as by regional electronic and print media.

Topic: The US Economy & Interest Rate Forecasting

Carissa Upshir, Principal Contact Center Strategic Initiatives, PSCU

Carissa leads the strategic initiatives for PSCU’s Contact Center Services and Solutions. Her role within the Contact Center focuses on digital transformation and future-proofing operations. Since joining PSCU in 2013, Carissa has been instrumental in projects that take advantage of technology to continu-ally to enhance the member and agent experience. Carissa is credited with launching the first attended bot in the contact center which increased agent productivity and reduced password management pain points. In her role Carissa explores new ways to integrate technology seamlessly into the member and agent experience with an emphasis on service scalability, ease of use and valuable data insights.

Topic: Center Experience for the Member

Conference Agenda Volunteer Leadership Training - Board and Supervisory Committee Tracks

September 9-12, 2020 - Flamingo Hotel and Casino, Las Vegas, Nevada

WEDNESDAY, SEPTEMBER 9, 2020

1:00 pm to 5:30 pm

CCACU Conference Packet Pick Up

3:00 pm to 5:00 pm

Sponsor Set-Up

5:30 pm to 7:00 pm

Welcome To Las Vegas Reception

THURSDAY, SEPTEMBER 10, 2020

7:00 am - 4:00 pm

CCACU Conference Packet Pick Up

7:30 am - 8:30 am

Breakfast with the Sponsors

9:00 am

Pledge/Veteran Recognition– Mel Calloway

Introduction of Council Board - Mel Calloway

Children’s Miracle Network Update - Cindy Brock

10:00 am - 11:00 am

Keith Riddle, Sherpa Technologies - How Innovative FinTech Firm

are Changing User Experience Expectations

11:00 am - 12:30 p.m.

Keynote Speaker, Roger Tutterow, Kennesaw State University -

The US Economy & Interest Rate Forecasting

12:30 pm - 1:30 pm

Buffet Lunch

1:30 pm - 2:30 pm

Brian Day, PSCU - Digital Transformation

2:45 pm - 3:45 pm Dan Mahalak, Mahalak Consulting Co. - Positioning Your Credit Union for Future Consolidation and Mergers

6:00 pm

Ford Council Dinner

FRIDAY, SEPTEMBER 11, 2020

7:00 am - 2:00 pm

Hospitality Desk Open

7:30 am - 8:30 am

Breakfast with the Sponsors

8:45 am - 9:45 am

Education Track

James Buzek , Corporate One FCU - Cyber Security; Trends & Threats

Supervisory Committee Track

Andrea Cooper, CUNA Mutual Group – Inspire Employees and Drive Business Results with Inclusive Leadership

10:00 am - 11:00 am

Education Track

George Middlebrook, Sherpa Technologies - Strategies for Credit Unions to Stimulate Growth

Supervisory Committee Track

Mike Bremer , CUNA Mutual Group - How to Mange the Risk of

Diversifying Your Benefits Plan Investment Beyond Those Permitted by Parts 703/704

11:15 am - 12:15 pm

Carissa Upshir , PSCU – Center Experience for the Member

12:30 Children’s Miracle Network Luncheon and Raffle

Dinner on your own

SATURDAY, SEPTEMBER 12, 2020

7:30 am - 8:30 am

Breakfast

8:30 am - 9:30 am

Jack McCall, Jack McCall and Associates - Bringing Out the Best in People

9:30 am -10:30 am Dan Mahalak , Mahalak Consulting Co. - Bank Secrecy Act Training 10:45 am Council Meetings

Conclusion of Conference

Schedule and topics subject to change.

ATTENDEE INFORMATION (Please Print)

First Name___________________________________ Last Name_______________________________________

Name/Title to Appear on Badge__________________________________________________________________

Mailing Address_______________________________________________________________________________

City________________________________________ State_____________ Zip______________

Daytime Phone(_______)_____________________ E-Mail____________________________________

Credit Union/Company_________________________________________________________________________

Council Affiliation: (Please check one)

□ Chrysler □ Ford □ GM □ International □ Other_________________________________

GUEST/SPOUSE INFORMATION

Guest/Spouse Name___________________________________________________________________________

REGISTRATION FEES Before August 9 After August 9

CEO/Director/Supervisory Committee Member □ $895 □ $945 $________

Guest/Spouse □ $350 □ $400 $________

(includes all events and meals)

Please note: One registration form per person, photocopies acceptable Total Due $________

CANCELLATION INFORMATION

Before August 9, 2020 25% of registration cost, per person

After August 9, 2020 No Refunds, substitutions only due to prepaid costs

Cancellation dates are firm and based on non-refundable monies prepaid for our conference.

PAYMENT INFORMATION

□ To Be Billed: E-mail this form to aplusplanners@yahoo.com

□ Online Registration at www.CCACU.com

□ Check - Please make check payable in the total amount due to A Plus Planners and mail it along with this form to: 4069 Brockton Manor North Drive, Greenwood, IN 46143

Conference Registration

Any questions please contact Lisa LePage at 317-439-4614

or by e-mail at aplusplanners@outlook.com.

Visit www.ccacu.com for conference updates.

A PLUS PLANNERS

4069 Brockton Manor North Drive

Greenwood, IN 46143