2012 Leadership Forum
April 19-20, 2012
Loews Annapolis Hotel
126 West Street
Annapolis, MD 21401
This year's Leadership Forum will introduce a new format and a new focus - a collaboration of five speakers offering a unique opportunity to hear from esteemed business leaders and credit union supporters about the value of leadership.
Harry Kraemer will speak about what makes a great leader and the importance of knowing oneself, one’s priorities and one’s values, and letting those things guide you every day. His presentation will include the four essential value principles that will help leaders make better decisions and deliver lasting results.
Bill Cheney will share his vision of how CUNA will continue to support, protect, unify and advance the credit union movement in the future. Bill will discuss how CUNA will evolve to consistently and accurately anticipate the needs of its members as the credit union landscape continues to change.
Steve Williams will provide pragmatic advice on how financial institutions can ensure their viability, relevance and success in the most difficult industry environment ever known. Hear insight into strategy, technology, marketing and talent management based upon Cornerstone’s work with hundreds of financial institutions around the country and the firm’s leading industry benchmarks. Join the candid discussion of what it will take to survive and thrive in the years ahead.
Anirban Basu will provide you with an understanding of emerging trends and the likely ramifications of your business decisions. Basu is known not only for the quality of analysis, but also for the power of his presentations. His presentation is focused on the core aspects of the issue at hand in the Maryland and District of Columbia.
John McKechnie will give his insider perspective on the Washington legislative and regulatory scene, the increased political threats from the banker lobby, and what you can do about it. John will lead an interactive discussion on the ways that Maryland and DC credit unions can increase their effectiveness and make certain that we have influence over every governmental decision that impacts credit unions and their members.
Agenda
Thursday, April 19
4:30 to 5:30 p.m. - Registration
5:30 to 6:30 p.m. - Networking Reception
6:30 p.m. - Dinner - Harry Kraemer, Executive Partner, Madison Dearborn
Friday, April 20
7:30 to 8:30 a.m. - Breakfast
8:30 to 10:30 a.m. - Steve Williams, Principal, Cornerstone Advisors
10:30 to 10:45 a.m. - Break
10:45 a.m. to 12:15 p.m. - Anirban Basu, CEO, Sage Policy Group
12:15 to 1:00 p.m. - Lunch
1:00 to 2:00 p.m. - John McKechnie, Partner, Total Spectrum
2:00 to 3:00 p.m. - Bill Cheney, CEO, CUNA
Registration
Register online - $595 per person - includes all sessions and meals
$95 per spouse/guest - includes Networking Reception and Thursday dinner
Hotel
Reserve your room at Loews Annapolis - Negotiated rate $179 plus applicable taxes
10:00 - 10:30 am - Break
10:30 am – 12:00 pm - Breakout Session 1
● Running Your Credit Union in a Troubled Economy - Ron Parker
● Best Governance Practices: Director Emeritus and Term Limits - Michael Clinton
● Bank Secrecy Act Training – Andre Lucas
● Directors Duties & Responsibilities – and Beyond – Jim Higbee
12:00 – 1:00 pm - Lunch
1:00 - 2:30 pm - Breakout Session 2
● 25 Ways to Improve the Effectiveness of Your Supervisory Committees - Ron Parker (Part 1)
● Driving Home the Message: Credit Unions Are A Smarter Choice for Consumers - Mark Wolff
● What Directors Need to Know About Risk Assessments– Jay Isaacson
● Best Governance Practices: Director Emeritus and Term Limits - Michael Clinton
2:30 - 2:45 pm - Break
2:45- 4:15 pm - Breakout Session 3
● 25 Ways to Improve the Effectiveness of Your Supervisory Committees - Ron Parker (Part 2)
● Driving Home the Message: Credit Unions Are A Smarter Choice for Consumers - Mark Wolff
● Bank Secrecy Act Training – Andre Lucas
● What Directors Need to Know About Risk Assessments – Jay Isaacson
5:00 - 6:30 pm - Social
Sunday, November 6
7:00 – 9:00 am - Buffet – Horizons Restaurant
9:00 - 10:30 am - Keynote Speaker – Dr. Michael Hudson - Strategic Thinking for Credit Unions: It’s Not Just About the Annual PlanningSession
10:30 – 11:00 am - Wrap Up – Pat Mahaney and John Bratsakis, MDDCCUA CEO
Frequently Asked Questions
Who should attend?
New - and experienced - board and supervisory committee members will improve their knowledge, enhance their leadership skills, and have the opportunity to network with their peers. CEOs are encouraged to attend.
Registration Fees
Refer to MDDCCUA registration form for pricing. Fees include admittance to all sessions, education materials, all breaks, Friday night reception, Saturday breakfast, lunch & reception and Sunday breakfast.
Scholarships & Sponsorships
Larger credit unions are encouraged to sponsor a small credit union. The suggested amount is $600 to cover registration and two nights of lodging. For more information, contact MDDCCUA.
Spouse/Guest Program
We welcome our volunteers’ spouses/guests to join us for the Friday night reception, Saturday breakfast, lunch & reception, and Sunday breakfast for only $100 per adult guest. Contact us for children’s price.
Cancellation Policy
All cancellations must be in writing. A full refund will be granted prior to October 15. No refunds are available after this date. Substitutions are welcomed & encouraged.
Dress Code
Conference dress is casual.
Hotel Information
Clarion Resort Fontainebleau Hotel
10100 Coastal Highway (101st Street)
Ocean City, MD 21842
Reservations
For room reservations and details, please refer to the hotel room reservation form. When making reservations, be sure to request the special “Delaware/Maryland/DC Credit Union” group rates. Make reservations at 800.638.2100 or www.clarionoc.com.
Extended Group Rates
The convention room rates will apply two days before and two days after the conference dates. Therefore, you might want to come early & stay late to shop, sightsee, golf, etc.
Reservation Deadline
Discounted room availability is limited. Reservations received after October 4, 2011, are on a space and rate availability basis.
Hotel tax exemption: Credit unions paying with a credit union card or check will be exempt from hotel taxes; however please send a copy of the exemption letter along with your hotel room reservation form to the Clarion.
Amenities: Rooms include a refrigerator, microwave, coffee maker, hair dryer, in-room data port, personal safe, 2 two-line speaker phones with voice messaging, iron with full size board, 25” color TV with free HBO.
Register Online for the Volunteer Leadership Conference
For more information Contact Paul Rosenberger at 443-325-0766 or Diane Pinter at 443-325-0779
