COMBINED COUNCIL OF AMERICA'S CREDIT UNIONS

37th ANNUAL CONFERENCE
    COMBINED COUNCIL OF AMERICA’S CREDIT UNIONS

              B RESORT & SPA
        LAKE BUENA VISTA, FLORIDA
www.bhotelsandresorts.com/b-resort-and-spa
               September 18-21, 2019
  All associations and industries are welcome!

   www.ccacu.com * aplusplanners@outlook.com * 317.439.4614

Registration Fees                                                 Wednesday Reception
Before July 1: Directors: $795                                    Join us from 5:30 p.m. – 7:30 p.m. as we kick off our
After July 1: Directors $845                                      conference with a light plate reception.
New Director/New Supervisory Committee Member
Special Rate: $700*
(*defined as any director/supervisory committee                   Friday Night Dinner
member who has not attended in the past 5 years)
                                                                  Join us poolside (weather permitting) for dinner Friday
                                                                  evening as we close out another great conference!
Guest Registration Fees
We encourage you to bring your spouse/guest to share
in the fun and excitement of Orlando and the B Resort             Orlando and Disney Parks Information
and Spa Resort at Disney Springs.
                                                                  Please visit the conference website, www.ccacu.com, for
Registration is $350 and includes all meals and events.           information about things to do in the Orlando area as
                                                                  well as links to conference attendees discounts in the
                                                                  Orlando area and at the Disney Parks.
Cancellation Policy
50% of registration fee per registrant will be refunded if
cancellation is received before August 1.
25% of registration fee per registrant will be refunded if
cancellation received between August 2 and August 11.                             CCACU Giving Back
Absolutely no refunds will be given after August 12 due                      Children’s Miracle Network
to prepaid costs however, substitutions can be made.                             Luncheon and Raffle
                                                                             Friday, September 20, 2019
Transportation
                                                                  The Children’s Miracle Network partners with hospitals
Orlando International Airport (MCO) is located 16 miles           across North America to provide compassionate care to
from the B Resort and Spa.                                        children and their families. A premier event of our
Transportation is available via shuttle service, rental           conference is a fundraiser to help CMN in its mission to
cars and Uber.                                                    touch the lives of children and their families. Since
                                                                  forging its relationship with CMN, CCACU has raised
www.orlandoairports.net                                           over $100,000 in support of this important effort. To-
                                                                  gether, through cash donations, we can meet our 2019
                                                                  donation goal of $5,000. A small portion of the donat-
Dress
                                                                  ed amount is used to purchase items that are raffled off
Dress is business casual throughout the conference.               at our CMN Luncheon. Raffle tickets are SOLD to any-
Meeting rooms can get chilly and take time to warm up             one who would like a chance to win one of the terrific
so a light sweater or jacket is recommended.                      prizes.

Hotel Information                                                 We will also have our popular “Share the Pot” raffle.
Our room block runs Wednesday, September 18 through Sat-
                                                                                  Please mail your donation to:
urday, September 21 with the option of staying 3 days pre or                            Cindy Brock/CMN
post (based on resort availability) at our conference rate of                         Financial Builders FCU
$134 per night plus the reduced resort fee of $10 per night                             2828 S. Lafountain
for a standard room. Resort fee includes: welcome drink at                              Kokomo, IN 46902
check-in, daily bottled water in guest room, Wi-Fi throughout                          765-455-0500x3367
property, 20% off signature spa treatments, 24-hour access to
the business center, 24-hour access to the fitness center, ten-
nis courts, USA daily newspaper, official Disney Transporta-
                                                                  PLEASE REMEMBER
tion to all Disney Parks, Extra Magic Hours benefit and 60 day
fast pass benefit.                                                IT’S FOR THE KIDS.
Reservations can be made by following the link on our web-
site’s home page. www.ccacu.com.
Self parking is at the reduced rate of $10 per night.

The B Resort and Spa, an official Walt Disney World® Hotel, is a new lifestyle resort
                                                         near the Disney Springs® (formerly Downtown Disney®) area. The resort features 394
                                                         newly renovated guest rooms and suites that showcase stylish, yet playful, décor and
                                                         offers a unique blend of modern amenities, chic sophistication, comfort and conven-
                                                         ience in an ideal location. As an official Walt Disney World® Hotel, B Resort & Spa
                                                         allows you to revel in the excitement of the theme parks as well as benefits exclusive
                                                         to its guests. Enjoy FastPass+ access, Extra Magic Hours, complimentary shuttles to
                                                         and from the parks as well as on-site dining, and a full-service spa, perfect for helping
                                                         you wind down after a long day of meetings.

                                                         .

Guest Rooms                                  Guest Services                                     Resort Dining
   394 oversized guest rooms with              Aveda Spa                                         American Kitchen Bar and Grill. Open for
    pullout sofas                                                                                   breakfast, lunch and dinner.
                                                24-hour fitness center
   Hi-speed WiFi                                                                                  Bar at American Kitchen. Serving wine,
                                                24-hour Business Center                            beer and cocktails nightly under 12:00 a.m.
   48” LCD internet-ready television           Concierge desk                                     Happy hour 5-7 p.m.
   Iron/ironing board                          Zero-entry pool                                   The Pick-Up. Snack shop with a variety of
                                                                                                    lighter-fare offerings to go.
   Keurig Coffee maker
                                                                                                   Pool Bar & Grill. Pool side small bites and
   Hair Dryer
                                                                                                    beverages.

Disney Benefits
   Complimentary transportation to and from all 4 major Disney Theme parks as well as Disney Springs. Shuttles run every 30 minutes
    starting 1 hour before a park opens and stops 90 minutes after the park closes. Disney Springs shuttles run from 6 pm until 3 am.
   Disney Tickets: see our website for special conference guest pricing.
   Disney FastPass+ service: With the purchase of a ticket, you can make selections up to 60 days prior to check-in for the entire length of
    your stay.
   Disney Extra Magic Hours: At check-in, guests will receive Extra Magic Hours vouchers as well as a schedule detailing each park’s
    extended hours.

Golf
Enjoy convenient access to all Disney courses and receive exclusive benefits, including:

   Discounted green fees
   Rental equipment package [clubs, shoes, and two sleeves of TaylorMade Project golf balls] for only $40 per person
   Advance tee time bookings up to 90 days ahead
   Pre-range balls
For more information, please call the Disney Golf Reservations Center (407) WDW-GOLF (939-4653), or visit the official Disney Golf Website.

Disney Springs
Located 2 city blocks from the B Resort, discover an eclectic mix of unique shops, one-of-a-kind restaurants and entertainment. Free
transportation from 6 pm to 3 am.

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 Updates

Elliott Eisenberg, Ph.D. is an internationally acclaimed economist and public speaker specializing
in making economics fun, relevant and educational. He writes a syndicated column and authors a
daily 70 word commentary on the economy that is available at www.econ70.com. Dr. Eisenberg
has been invited to testify before lawmakers and is often asked to comment on proposed
legislation. His research and opinions have been featured in Bloomberg Businessweek, Bureau of
National Affairs, Forbes, Fortune, and many other publications. He is a regularly featured guest
on cable news programs, talk and public radio.
Keynote - Topic: The Economic Forecast

 Michael Gampp, SVP, Chief Risk Officer, Corporate One FCU
 Mike is responsible for Corporate One’s risk management program, which includes credit
 investment risk, enterprise business continuity and disaster recovery, vendor management, and
 interest rate regulatory compliance. Mike also serves as a member of the board of director’s
 enterprise risk management and ALCO committees.

 Topics: Supervisory Committee Board Training/ Strategies for Mergers

 Scott Long is a nationally touring standup comedian who has performed in 46 states and 5
 countries and has been seen on NBC and FOX-TV. His inspirational comedy show is a big reason
 he has been chosen the best comedian on the biggest entertainment booking site on the web,
 the past 5 years. The father of daughter on the autism spectrum, Scott is passionate about
 raising money and awareness for people with disabilities. His website is Scottcomedy.com.

Speakers

 Dan Mahalak, President, Mahalak Consulting Co.
 Mahalak Consulting Co. is a firm that specializes in providing professional services to credit unions.
 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: Current Fraud Trends in Credit Unions/Bank Secrecy Act Training

 George Middlebrook, VP, Strategic Solutions, Sherpa Technologies
 As VP, Strategic Solutions, George leverages his comprehensive knowledge of digital technologies,
 integration 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 implementa-
 tion 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.

 Topics: Strategic Ideas for Marketing/Thriving Credit Union Business Model and Survival Mode

Jeff Raver is the President of Begin to Win and an International Leadership and Sales Trainer, Coach,
and Corporate Consultant. He is a Certified John Maxwell Coach, Trainer and Speaker. Jeff has been
working with Credit Unions in both Leadership and Sales for the past 3 years. As a Certified Leadership
Coach, Jeff will help you develop effective team communication and structure that is important for forg-
ing relationships equipping your team with the proper attitudes to develop leaders within. Jeff will work
with you on goal setting and communication exercises that will bring cohesiveness to your group ulti-
mately increasing productivity due to the positive influences each member will have on the group as a
whole.

Topic: The 4 Levels of Leadership

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.

Topics: Artificial Intelligence/Forecast of Banking & Changing Times

Conference Agenda
                                Volunteer Leadership Training - Board and Supervisory Committee Tracks
                                  September 18-21, 2019 - B Resort and Spa, Lake Buena Vista, Florida

WEDNESDAY, SEPTEMBER 18, 2019                                      FRIDAY, SEPTEMBER 20, 2019

1:00 pm to 5:30 pm                                                 7:00 am - 2:00 pm
CCACU Conference Packet Pick Up                                    Hospitality Desk Open

3:00 pm to 5:00 pm                                                 7:30 am - 8:30 am
Sponsor Set-Up                                                     Breakfast with the Sponsors

5:30 pm to 7:00 pm                                                 8:45 am - 9:45 am
Welcome To Orlando Reception                                       Education Track
                                                                   Keith Riddle - Forecast of Banking & Changing Times
THURSDAY, SEPTEMBER 19, 2019                                       Supervisory Committee Track
                                                                   James Buzek - Cyber Security Updates
7:00 am - 4:30 pm
CCACU Conference Packet Pick Up                                    10:00 am - 11:00 am
                                                                   Education Track
7:30 am - 8:30 am                                                  George Middlebrook - Thriving Credit Union Business Model
Breakfast with the Sponsors                                                              And Survival Mode
                                                                   Supervisory Committee Track
9:00 am                                                            Michael Gampp - Supervisory Committee Board Training
Color Guard/Pledge/Veteran Recognition– Mel Calloway
 “Welcome to Orlando” - Orlando CVB                                11:15 am - 12:15 pm
Introduction of Council Board - Mel Calloway                       Jeff Raver—The 4 Levels of Leadership
Children’s Miracle Network Update - Cindy Brock
                                                                   12:30 Children’s Miracle Network Luncheon and Raffle
10:00 am - 11:00 am
George Middlebrook - Strategic Ideas for Marketing                 2:30 pm. - 7:00 pm
                                                                   At Leisure
11:00 am - 12:30 p.m.
Keynote Speaker – Elliott Eisenberg, PH.D.—The Economic Forecast   7:00 pm - 9:00 pm
                                                                   Dinner by the pool (weather permitting)
12:30 pm - 1:30 pm
Buffet Lunch
                                                                   SATURDAY, SEPTEMBER 21, 2019
1:30 pm - 2:30 pm                                                  7:30 am - 8:30 am
Michael Gampp—Strategies for Mergers                               Breakfast
(Combined Board of Directors and Supervisory Committee Track
Session 1)                                                         8:30 am - 9:30 am
                                                                   Scott Long, Comedian
2:45 pm - 3:45 pm
Keith Riddle - Artificial Intelligence                             9:30 am -10:30 am
                                                                   Dan Mahalak - Bank Secrecy Act Training
3:45 pm - 4:30 pm
Dan Mahalak - Current Fraud Trends in Credit Unions                10:45 am
                                                                   Council Meetings
6:00 p.m.
Ford Dinner                                                        Conclusion of Conference

               Schedule and topics subject to change.

Conference Registration

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 7/1/19          After 7/1/19
Director/Supervisory Committee Member           □ $795                 □ $845                  $________
*New Director/New Supervisory Committee
  Member Special Rate                           □ $700                                         $________
Guest/Spouse                                    □ $350                                         $________
 (includes all events and meals)
Please note: One registration form per person, photocopies acceptable          Total Due       $________
*New Director is defined as any Director that has not attended the conference in the past 5 years.

CANCELLATION INFORMATION
      Before August 1, 2019            50% of registration cost, per person
      August 2 to August 11, 2019      25% of registration cost, per person
      After August 15, 2019            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

                 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