FLAMINGO HOTEL AND CASINO LAS VEGAS, NEVADA - September 8-11, 2021 www.ccacu.com
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FLAMINGO HOTEL AND CASINO
LAS VEGAS, NEVADA
September 8-11, 2021
www.ccacu.com
Registration Fees CCACU Giving Back
Before August 5: $995 CEO, Director, Supervisory Children’s Miracle Network
Committee Member Luncheon and Raffle
Friday, September 10, 2021
Before August 5: $350 Guest of any CEO, Director,
Supervisory Committee Member The Children’s Miracle Network partners with hospitals
across North America to provide compassionate care to
Registration includes all session, meals and events. 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
Cancellation Policy
over $100,000 in support of this important effort. To-
25% of registration fee per registrant will be refunded if gether, through cash donations, we can meet our 2020
cancellation is received before August 9. donation goal of $5,000. A small portion of the donat-
ed amount is used to purchase items that are raffled off
Absolutely no refunds will be given after August 9 due at our CMN Luncheon. Raffle tickets are SOLD to any-
to prepaid costs however, substitutions can be made. one who would like a chance to win one of the terrific
prizes.
Transportation We will also have our popular “Share the Pot” raffle.
McCarren International Airport (LAS) is located 7 miles Please mail your donation to:
from the Flamingo Hotel and Casino. Cindy Brock/CMN
P.O. Box 6195
There are several options for transportation listed on Kokomo, IN 46904
the following website:
https://www.mccarran.com/Transportation/Shuttles
PLEASE REMEMBER
Uber and Lyft are options as well.
Please note that if you are renting a car, the Flamingo IT’S FOR THE KIDS.
currently charges $15 per night for parking, subject to
change without notice.
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.
Questions?
Hotel Information
Our room block runs Wednesday, September 8 through
Contact Lisa LePage at 317-439-4614 or by
Saturday, September 11 with the option of staying 3 e-mail at aplusplanners@outlook.com
days pre or post (based on hotel availability).
Visit the Combined Council of America’s
Reservations can be made by following the link on our Credit Unions website often for Conference
website’s home page. www.ccacu.com. Updates at
Please note: the Flamingo charges $10 plus tax for call in www.ccacu.com
reservations.
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
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-
OR rary chaise lounges, patterned rugs and vintage Vegas framed art-
work create a stylish appeal while upgraded beds with ultra-soft pillow
FAB DELUXE KING NON SMOKING -top mattresses, plush linens and faux fur throws offer ultimate com-
fort. FAB rooms also come equipped with 32-inch flat screen Plasma
televisions.
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
Speakers 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 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 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 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 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 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 8-11, 2021 - Flamingo Hotel and Casino, Las Vegas, Nevada
WEDNESDAY, SEPTEMBER 8, 2021 FRIDAY, SEPTEMBER 10, 2021
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 Las Vegas Reception Education Track
James Buzek , Corporate One FCU - Cyber Security; Trends & Threats
THURSDAY, SEPTEMBER 9, 2021 Supervisory Committee Track
Andrea Cooper, CUNA Mutual Group – Inspire Employees and Drive
7:00 am - 4:00 pm Business Results with Inclusive Leadership
CCACU Conference Packet Pick Up
10:00 am - 11:00 am
7:30 am - 8:30 am Education Track
Breakfast with the Sponsors George Middlebrook, Sherpa Technologies - Strategies for Credit
Unions to Stimulate Growth
9:00 am Supervisory Committee Track
Pledge/Veteran Recognition– Mel Calloway Mike Bremer , CUNA Mutual Group - How to Mange the Risk of
Introduction of Council Board - Mel Calloway Diversifying Your Benefits Plan Investment Beyond Those Permitted
Children’s Miracle Network Update - Cindy Brock by Parts 703/704
10:00 am - 11:00 am 11:15 am - 12:15 pm
Keith Riddle, Sherpa Technologies - How Innovative FinTech Firm Carissa Upshir , PSCU – Center Experience for the Member
are Changing User Experience Expectations
12:30 Children’s Miracle Network Luncheon and Raffle
11:00 am - 12:30 p.m.
Keynote Speaker, Roger Tutterow, Kennesaw State University - Dinner on your own
The US Economy & Interest Rate Forecasting
SATURDAY, SEPTEMBER 11, 2021
12:30 pm - 1:30 pm 7:30 am - 8:30 am
Buffet Lunch Breakfast
1:30 pm - 2:30 pm 8:30 am - 9:30 am
Brian Day, PSCU - Digital Transformation Jack McCall, Jack McCall and Associates - Bringing Out the Best in
People
2:45 pm - 3:45 pm
Dan Mahalak, Mahalak Consulting Co. - Positioning Your Credit 9:30 am -10:30 am
Union for Future Consolidation and Mergers Dan Mahalak , Mahalak Consulting Co. - Bank Secrecy Act Training
10:45 am
Council Meetings
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
CEO/Director/Supervisory Committee Member □ $995 $________
Guest/Spouse □ $350 $________
(includes all events and meals)
Please note: One registration form per person, photocopies acceptable Total Due $________
CANCELLATION INFORMATION
Before August 5, 2020 25% of registration cost, per person
After August 5, 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
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
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