www.ccacu.com * aplusplanners@yahoo.com * 317-439-4614

36TH ANNUAL CONFERENCE

COMBINED COUNCIL OF AMERICA’S CREDIT UNIONS

HOTEL ALBUQUERQUE AT OLD TOWN ALBUQUERQUE, NEW MEXICO

www.hotelabq.com

SEPTEMBER 26-29, 2018

Hotel Information

Our room block runs Wednesday, September 16 through Sat-urday, September 29 with the option of staying 3 days pre or post at our conference rate of $149 per night. Reservations can be made by calling the hotel direct at 866-505-7828 and asked to be connected to reservations.

To receive the group rate, you must state that you would like to be placed within the “Combined Council of Americas Cred-it Unions” block of rooms, or you may refer to the Block Code 1809CC. Reservations can also be via the link on our website’s home page. www.ccacu.com. Parking is complimentary and guest rooms, some with private balconies and views of the Sandia Mountains, include free WiFi, Keurig brewer, refrigerator, in room massage, and more.

Guest Registration Fees

We encourage you to bring your spouse/guest to share in the fun and excitement of Albuquerque! Registration is $350 and includes all meals and events.

Dress

Dress is business casual throughout the conference. Meeting rooms can get chilly and take time to warm up so a light sweater or jacket is recommended.

Cancellation Policy

50% of registration fee per registrant will be refunded if cancellation is received before Aug 1, 2018. 25% of registration fee per registrant will be refunded if cancellation received between August 2 and August 15. No refunds will be given after August 15, 2018 however, substitutions can be made.

Transportation

The Albuquerque International Sunport Airport (ABQ) is located 7 miles from Hotel Albuquerque. Taxi, Uber, Lyft and ABQ-ride are available. Please visit their website at www.abqsunport.com for more information.

CCACU Giving Back Children’s Miracle Network

Luncheon and Raffle Friday, September 28, 2018

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 nearly $100,000 in support of this important effort. Together, through cash donations, we can meet our 2018 donation goal of $5,000. A small portion of the donated amount is used to purchase items that are raffled off at our CMN Luncheon. Raffle tickets are SOLD to anyone 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

Financial Builders FCU 2828 S. Lafountain Kokomo, IN 46902

765-455-0500x3367

PLEASE REMEMBER

IT’S FOR THE KIDS.

Wednesday Reception

Join us from 5:30 p.m. – 7:30 p.m. as we kick off our conference with a light plate reception.

Friday Night Dinner

As the sun sets on another day, and another conference, enjoy a wonderful dinner complemented by friendships, stories, and memories.

Optional Tours

Please visit the conference website, www.ccacu.com, for information on optional tour offerings in the area.

Registration Fees

Before July 1: Directors: $795 After July 1: Directors $845 New Director Special Rate: $700* (*new director is defined as any director who has not attended in the past 5 years)

Hotel Albuquerque at Old Town delights with a distinctive blend of his-toric grandeur and contemporary comfort. This landmark hotel is con-veniently located within walking distance of historic Old Town, a serene village that has been the focal point of the community since 1706. Stroll the Plaza, visit museums, take a guided tour or shop at over 150 stores and galleries for unique gifts from the Southwest and around the world. Quiet hidden patios, winding brick paths, gardens and balconies are waiting to be discovered!

www.albuquerqueoldtown.com

Guest Rooms

188 luxurious guest rooms

Hi-speed WiFi

Keurig coffee station

Refrigerator

Balcony or mountain views

Guest Services

24-hour fitness center

24-hour business center

In-room massage

Outdoor pool w/poolside service

Hot tub

Hotel Dining

QBar. Casual. Opens at 4 pm for Happy Hour.

Gardunos. Casual. Open 6 :00 am to 10:30 pm. Serving breakfast, lunch and dinner.

Level 5. Casual. Open 4:30 pm to 11:00 pm. Rooftop dining.

Tabloa Flamenco at Hotel Albuquerque

Experience the first authentic flamenco tablao in the United States, located in Hotel Albuquerque at Old Town. The tablao features flamenco

artists of the highest caliber, both local and international, at regularly scheduled performances Thursday to Sunday. Please contact Lisa

LePage at 317-439-4614 if interested. Limited seats available.

,

ATTRACTIONS

Sandia Casino. A 13-minute drive from Hotel Albuquerque, Sandia Casino offers Vegas style gaming in a refined and sophisticated atmos-

phere inspired by New Mexico's pueblo culture. Try your luck at more than 2,300 slots and a large variety of your favorite table games.

www.sandiacasino.com.

Sandia Peak Tramway. The longest aerial tram in the United States, a trip on the Sandia Peak Aerial Tramway transports you above deep

canyons and breathtaking terrain a distance of 2.7 miles. Your vantage point from the observation deck atop 10,378 foot Sandia Peak in the

Cibola National Forest affords an 11,000 square-mile panoramic view of the Rio Grande Valley. www.sandiapeak.com.

Hot Air Balloon Rides. Known as the “Hot Air Ballooning Capital of the World”, Albuquerque has numerous companies offering hot air bal-

loon rides. For a list of companies and coupons visit their website: www.visitabq.org/ballooning.

Sante Fe. Spend the day riding the rails from Albuquerque to Santa Fe. The Rail Runner Express train connects the two cities with high-speed,

no-hassle transportation. The 80-minute jaunt zips though ancient pueblo land with stunning scenery and connects to Santa Fe’s historic

Plaza, museums and galleries. Visit www.riometro.org for fees and schedules.

International UFO Museum and Research Center. 3 hours away in Roswell, New Mexico, this museum houses documents, audio clips, mem-

orabilia, and exhibits relating to the controversial UFO sighting that took place in Roswell in 1947. Exhibits cover anything and everything re-

lated to UFOs and alien sightings, thus making for an interesting and comprehensive collection. www.roswellufomuseum.com.

Want more information, guides or maps of the Albuquerque area? Visit the Albuquerque Convention and Visitors Bureau website at “www.visitabqorg.”

“S” IN THE CAMELs RATING/CECIL RULE/BANK SECRECY ACT TRAINING Dan Mahalak is

the President & Managing Partner of Cindrich, Mahalak & Co., P.C., a CPA firm specializing

in the credit union industry. He joined the firm in 1980 upon graduating from Eastern

Michigan University and became a partner in 1988. He is a certified public accountant

and a member of both the American Institute of Certified Public Accountants (AICPA) and

the Michigan Association of Certified Public Accountants (MACPA).

IMPACT OF FASTER PAYMENTS Keith Riddle is Corporate One’s EVP, Enterprise Solutions Development. Keith is responsible for new product development and management of Corporate One’s enterprise innovation framework. Keith has more than 30 years of finan-cial services experience in new product development, partnership management, direct sales, strategic planning, and marketing. He also possesses in-depth knowledge of digital technologies, payment processing platforms, and managed solutions offerings.

Speakers

KEYNOTE Gene Marks is a columnist, author and small business owner. He owns and

operates the Marks Group PC, a highly successful ten-person firm that provides technology

and consulting services to small and medium sized businesses. As a columnist, he writes

daily for the Washington Post and weekly for Forbes, Fortune, Fox Business, Inc. Magazine,

Entrepreneur and the Huffington Post. He also appears on Fox News, MSNBC and CNBC

discussing matters affecting the business community.

DIGITAL WALLET STRATEGY Dr. Arthur (Art) Harper is the Director of Solutions Consulting

at PSCU. Leading the EMV initiative at the company that is certified and was the first to

issue debit EMV in the credit union market, he has reached and educated thousands of

people through internal and external webinars, EMV roadshows and one-on-one meetings.

Prior to joining PSCU, Art served as Vice President of Electronic Services at South Carolina

Federal Credit Union for 15 years. He is regarded as a leader in EMV migration movement

not only for PSCU, but for the US payments industry. An active member of the US

Payments Alliance which was formerly known as the EMV Migration Forum and the Federal

Reserve Faster Payments Council, Art has been sought out for in articles in numerous publi-

cations to include Credit Union Times, CU Tech Talk, and Payment Journal regarding EMV.

VENDOR MANAGEMENT/SUPERVISORY COMMITTEE GOVERNANCES AND BEST PRACTICES/A NEW LOOK AT CYBER SECURITY Bryan Fury joined Corporate One in 2005. He is responsible for providing Corporate One’s senior management team with guidance on IT security and IT risk. His primary duties include Enterprise Risk Management, Internal Audit, Vendor Management and Business Continuity Planning. Bryan holds a bachelor’s degree from Ferris State University and a master’s degree from Rob-ert Morris University. His is a Certified Information Systems Security Professional (CISSP), Certified Risk and Information Systems Control and a Certified Business Continuity Planner (CBCP).

Speakers

RISKS, RESPONSIBILITIES AND INTERNAL CONTROLS Bob Bouvier is a risk management consultant in

Business Protection Risk Management for CUNA Mutual Group. In this role he is responsible for as-

sisting credit unions in identifying areas of risk in their operations and recommending appropriate

controls to reduce loss exposures. Bob earned a bachelor’s degree in business administration from

Fitchburg State University. He holds the designations of Certified Risk Manager (CRM), Certified Credit

Union Executive (CCUE), Certified Financial Service Auditor (CFSA), Certified Fraud Examiner (CFE) and

Credit Union Security & Fraud Expert (CUSFE).

THE FIVE MOST IMPORTANT WORDS IN THE ENGLISH LANGUAGE Ron Brown is the President and CEO

of CSI Group in Oklahoma City, Oklahoma, one of the oldest and largest Asset Recovery Investigation

Agencies in the Central Plains area. Nationally recognized as one of the key instructors of the Fair Debt

Collection Practices Act, the Fair Credit Reporting Act, Gramm-Leach-Bliley Act and HIPAA, Ron has

written many published articles on these ever-changing federal laws and continues to conduct seminars

related to them as well as developing the asset recovery industry accepted compliance documents for

Eagle Group XX which include the Field Agent Compliance Training (FACT), the Support Employee

Compliance Training (SECT) and most recently the highly praised (SACAT) Situational Awareness and

Confrontational Avoidance Techniques.

MAMA TOLD ME THERE’D BE DAYS LIKE THIS Mark Mayfield is known as “The Corporate Comedian”, he has merged together his corporate background as a lobbyist and his comedy background as a night-club performer to create an extremely unique and comedic presentation style. Mark is author of the popular book, Mom’s Rules, a comedic yet poignant look at those things Mom said to us as kids, and has received the “Certified Speaking Professional” designation from the National Speakers Associa-tion. He has also been inducted into their “CPAE Speaker Hall of Fame”. From comedy shows to semi-nars, Mark’s philosophy is simple.....say it with humor and people will take the message home.

Conference Agenda Volunteer Leadership Training - Board and Supervisory Committee Tracks

September 26-29, 2018 - Hotel Albuquerque, Albuquerque, New Mexico

WEDNESDAY, SEPTEMBER 26, 2018

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 Albuquerque Reception

THURSDAY, SEPTEMBER 27, 2018

7:00 am - 4:30 pm

CCACU Conference Packet Pick Up

7:30 am - 8:30 am

Breakfast with the Sponsors

9:00 am

Color Guard/Pledge/Veteran Recognition– Mel Calloway

“Welcome to Albuquerque” - Albuquerque CVB

Introduction of Council Board - Mel Calloway

Children’s Miracle Network Update - Cindy Brock/Judy Buck

10:00 am - 11:00 am

Dr. Art Harper - Digital Wallet Strategy

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

Keynote Speaker – Gene Marks

Millennials, Trump and Our Board in the Next 2 years

12:30 pm - 1:30 pm

Buffet Lunch

1:30 pm - 2:30 pm

“S” in the CAMELs Rating/Cecil Rule—Dan Mahalak

(Combined Board of Directors and Supervisory Committee Track

Session 1)

2:45 pm - 3:45 pm

Vendor Management - Bryan Fury

3:45 pm - 4:00 pm Networking

6:00 p.m Ford Dinner

FRIDAY, SEPTEMBER 28, 2018

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

Keith Riddle - Impact of Faster Payments

Supervisory Committee Track

Bryan Fury - Supervisory Committee Governances and

Best Practices

10:00 am - 11:00 am

Education Track

Bryan Fury - A New Look at Cyber Security

Supervisory Committee Track

Bob Bouvier - Risks, Responsibilities and Internal Controls

11:15 am - 12:15 pm

Ron Brown - The 5 Most Important Words in the English Language

12:30 Children’s Miracle Network Luncheon and Raffle

2:30 pm. - 7:00 pm

At Leisure

7:00 pm - 9:00 pm

Dinner

SATURDAY, SEPTEMBER 29, 2018

7:30 am - 8:30 am

Breakfast

8:30 am - 9:30 am

Mark Mayfield - Mama Told Me There’d Be Days Like This

9:30 am -10:30 am Bank Secrecy Act Training Dan Mahalak - Cindrich, Mahalak & Company

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 7/1/18 After 7/1/18

Director □ $795 □ $845 $________

*New Director Special Rate □ $700 $________

Guest/Spouse Experience □ $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, 2018 50% of registration cost, per person

August 2 to August 15, 2018 25% of registration cost, per person

After August 15, 2018 No Refund, substitutions only

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 aplusplannners@yahoo.com.

Visit www.ccacu.com for conference updates.

CCACU/A PLUS PLANNERS

4069 Brockton Manor North Drive

Greenwood, IN 46143

Visit www.ccacu.com for more information!