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800.995.9064 Phone | 877.928.6397 Fax
8205 SW Creekside Pl, Ste 220 Beaverton, Oregon 97008
33301 9th Ave South, Ste 200 Federal Way, Washington 98003
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CEO/Executive Summit, Leadership Orientation & Asset Sized Roundtables
Program Overview
April 24, 2012
Leadership Orientation – Leveraging Your Association
Whether you’re a new CEO, recently promoted senior-level manager or an experienced leader wanting to refresh your relationships with peers, the Leadership Orientation is a great opportunity for you to share challenges and establish lifelong career connections. NWCUA personnel will meet with you face to face, to better understand your concerns and the issues you have leading your credit union. Hear about the benefits and advantages that come with your association membership. You are welcome to bring an additional member of your management team or board with you. This is an excellent opportunity to sit down face to face, learn from engaged peers and discuss the variety of services the NWCUA staff provides to your credit union.
Lunch will be provided.
Asset Size Roundtables
Make Your Credit Union Stronger with the Help of Your Peers
Running a credit union has never been tougher. You need all the insight, experience and ideas you can get. No one knows your business and your job like another similar sized credit union.
Sit down in small groups with leaders of credit unions with similar asset sizes. Network. Engage in an interactive session that will explore your challenges and share solutions. Discuss regulations, legislative initiatives and business trends affecting your credit union.
Welcome Reception
Following the Asset Size Roundtable you are invited to the Welcome Reception, co-hosted by the Northwest Credit Union Association and CUNA Mutual Group.
April 25, 2012
CEO/Executive Summit
If you’re a CEO of a Northwest credit union, the 2012 Executive Summit is an event you won’t want to miss. The evolving credit union movement is experiencing unprecedented opportunities while navigating a sea of regulatory challenges. The 2012 Summit will provide you with research and innovative ideas about how credit unions can advance in the current economy and help facilitate its recovery.
We’ve responded to your requests for peer-to-peer networking and the high-level dialogue you need as a CEO or senior leader. You will have the opportunity to share with your colleagues as well as to interact directly with leading economic and technology experts. You will return to your credit union with more vision to help you better serve your members.
The NWCUA’s CEO/Executive Summit is the pivotal planning event of the year. CEOs are invited to attend and to bring another key stakeholder such as your Board Chair or another executive
Join us April 25th at Suncadia Resort.
General Agenda and Session Descriptions:
Tuesday, April 24th Pre-Conference Activities (no cost)
| 10:00 a.m. – 1:00 p.m. | Leadership Orientation |
| 1:30 p.m. – 4:00 p.m. | Asset Sized Roundtables |
| Early Evening | Welcoming Reception |
Wednesday, April 25th Executive Summit
| 8:00 a.m. |
Registration, Welcome & Breakfast |
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Welcome/Association Updates Hear from your Association’s Executive office on new information about current issues and legislative initiatives impacting Northwest credit unions. |
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Economic Overview: Where are we, what got us here, and where are we headed? As credit union leaders, you use the outlook for the economy to improve your strategic plans, investment policies and asset-liability management. Jim Wilcox will discuss with you his data and perspective on where the economy is now and where it’s likely headed. This session will address interest and unemployment rates and debts and deficits. The session will also illustrate how the economy affects Presidential elections and show how financial markets are sizing up the November elections. |
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| Networking Break | |
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Credit Union Supplemental Capital: Why and How Dr. Wilcox makes the case for expanded and carefully regulated capital authority for credit unions. Jim has documented that Congress has historically granted flexibility to banking regulators. With greater flexibility to regulate capital, the NCUA could enable credit unions to better serve as safe harbors for depositors, improve safety and soundness, and increase lending, thereby helping credit unions and their members, as well as boosting the economic recovery. |
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| Afternoon Sessions |
Innovation in Tomorrow’s Financial Services Marketplace Ismail wowed NWCUA Convention attendees in 2011 and will take that dialogue to the next level at the Executive Summit. What technologies are in the lab today that could be commercialized tomorrow to help credit unions survive and thrive? Singularity University serves as a think tank for the world’s best and brightest executives, as well as for the most advanced thinking young leaders of tomorrow. Ismail will share the latest information about their exponentially expanding technologies and the possible benefits to credit unions. |
| Roundtable discussions on various topics of interest | |
| 4:30 p.m. | Event Concludes |
Location and Accommodations
The Lodge at Suncadia
3600 Suncadia Trail
Cle Elum, WA 98922
866.904.6300
Bring your sketchbook, your camera, and love of the mountains. Inspired by the grand lodges of our National Parks, The Lodge's classic gabled presence captures the spirit of region with magnificent architecture and craftsmanship, while honoring the beauty of its natural surroundings. High above the Cle Elum River with spectacular river valley and mountain panoramas, in the heart of Suncadia Village, The Lodge at Suncadia is nothing less than a majestic retreat, providing unparalleled access to pristine northwest outdoor recreation.
Special room rates have been negotiated for NWCUA program participants. Contact the hotel directly at 866.904.6300 before Friday, March 23, 2012. Ask for the Northwest Credit Union Association room rate of $179 for a deluxe guestroom or $229 for a one bedroom suite plus tax (and $20 resort fee) per room per night.
Travel Discounts
Airfare: Northwest Credit Union Association has made arrangement with Alaska Airlines to provide you with a 7% Discount Code for The Executive Summit in Cle Elum, WA—flying into Sea-Tac, Washington from any AS/QX US city, and is available for booking online. Not valid for Mexico.
To use the Discount Code, go online to http://www.alaskaair.com and input the Code when searching for flights. The discount will be applied to any flights on Travel dates from April 22, 2012 through April 29, 20121, flying in and/or out of Sea-Tac. By clicking the “?” next to the discount code box and entering the code you may view a detailed description of the applicable rules.
Please input the Discount Code online as ECMG427 into the Discount Code box to obtain the discount.
You may also use the Discount Code by calling Alaska Airlines Group Desk at 1-800-445-4435, however, a $15.00 ticketing fee will apply.
Rental Car: Northwest Credit Union Association has made arrangements with Enterprise Rent-A-Car and National Car Rental to provide you with a 10% Discount Code for any car rentals in Oregon or Washington.
There are three ways to populate the NWCUA Discount Code L450064 for Enterprise Rent-A-Car:
- Call any location directly and provide the corporate ID number L450064
- National reservations at 800-RENT-A-CAR
- Online at the Enterprise Rent-A-Car Website (this link will automatically populate the NWCUA corporate ID into the reservation)
There are two ways to populate a discount code GCAMA045 for National Car Rental:
- Call 1-877-222-9058 and provide the corporate ID number GCAMA045
- Online at the National Car Rental Website (this link will automatically populate the corporate ID)
About the Presenters
James A. Wilcox is the Lowrey Professor of Financial Institutions at the Haas School of Business at the University of California, Berkeley. Jim is credited with preparing a leading white paper supporting the argument for supplemental capital, currently in circulation as Congress considers new legislation. He has written acclaimed works on banking and credit unions, housing and mortgage issues, interest rates and other monetary policy. Jim is a Visiting Scholar at the Federal Reserve Bank of San Francisco, a Fellow at the Wharton Financial Institutions Center and the Filene Research Institute. He previously served in Washington as a member of President Bush’s Council of Economic Advisors. He received his Ph.D. in economics from Northwestern University.
Salim Ismail is a strategist, entrepreneur and sought after speaker with a history of turning theory into successful reality. No stranger to successfully navigating risks, Ismail is the former operator of Brickhouse, Yahoo’s internal incubator. Ismail developed Singularity University, a think tank bringing together the world’s most innovative executives and forward thinking students, who are using exponentially expanding technology to solve global crisis.
Registration Fees
April 24, 2012
Leadership Orientation - no cost
Asset Sized Roundtables - no cost
Welcome Reception - (with CEO/Executive Summit Registration)
April 25, 2012
CEO/Executive Conference - $149 for the CEO
$250 includes registration for the CEO and additional key stakeholder
Cancellation & Refund Policy
Cancellations and requests for refunds must be received in writing by mail or faxed to 206.928.6397 no later than 15 days prior to the event date. After this date, only substitutions will be accepted.
For More Information:
Contact Training & Development Department at 800.995.9064 ext. 107 or e-mail your questions directly to training@nwcua.org.
