30 th Annual Meeting. April 30 - May 2, 2012 Hilton Sandestin Beach Golf Resort & Spa Destin, Florida CELEBRATING 30 YEARS GROWING STRONGER TOGETHER

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1 30 th Annual Meeting April 30 - May 2, 2012 Hilton Sandestin Beach Golf Resort & Spa Destin, Florida CELEBRATING 30 YEARS GROWING STRONGER TOGETHER

Event Overview We invite you to join us for our 30th Annual Meeting: April 30- May 2, 2012 at the Hilton Sandestin Golf & Beach Resort on the beautiful Emerald Coast of Florida.

and service providers; and networking events including a golf tournament and a luncheon bay cruise. Who Should Attend?

With over 500 member credit unions in 39 states, we are anticipating a fantastic turnout. It will be a great opportunity to visit with old friends and meet some new ones.

Our member credit unions all share a philosophy of service, as do we. After all, we re a credit union too.

2 Event Overview We invite you to join us for our 30th Annual Meeting: April 30- May 2, 2012 at the Hilton Sandestin Golf & Beach Resort on the beautiful Emerald Coast of Florida. In addition to our Annual Membership Meeting, we will have expanded educational sessions with timely topics and professional speakers; a credit union marketplace featuring select credit union product and service providers; and networking events including a golf tournament and a luncheon bay cruise. Who Should Attend? The conference is designed with Credit Union Executive Staff and Directors in mind. There will be something for everyone and ALL credit unions are welcome to attend. With over 500 member credit unions in 39 states, we are anticipating a fantastic turnout. It will be a great opportunity to visit with old friends and meet some new ones. At Corporate America we realize that we are only one link in the credit union system. Without our member credit unions, we wouldn t exist. Our member credit unions all share a philosophy of service, as do we. After all, we re a credit union too. We thank you for letting us be part of your credit union family and we look forward to having you with us as we celebrate three decades of growing stronger together. Register today by visiting Hotel Information Hilton Sandestin Beach Golf Resort & Spa 4000 Sandestin Blvd. South Destin, FL The Hilton Sandestin Beach Golf Resort & Spa offers luxurious accommodations, a friendly staff, and a setting which can only be described as paradise. Reserve your rooms now by contacting the Hilton Sandestin at or by visiting Our group rate is $189 for a standard room Group code CAC when making your reservations. The deadline for reservations is April 12, 2012 We encourage you to make your reservations early as rooms fill fast. We recommend arrival on Monday, April 30, 2012 and departure on Thursday, May 3, 2012 to take full advantage of all conference activities. C E L E B R A T I N G

Schedule of Events Monday, April 30, 2012 3pm-6pm Conference Registration and Credit Union Marketplace Open 4pm- 5:30pm Investment Strategies Pre-Conference Workshop - Thomas Bonds, President/ CEO

Managing an investment portfolio in today s economic and regulatory environment is challenging, to say the least.

Through this workshop you will be provided insights on various opportunities and risks that impact how you do business in the current economic and interest rate risk environment.

Tuesday, May 1, 2012 7:30am- 8:30am Continental Breakfast Served /Credit Union Marketplace Open 8:30am- 10:00am 10:30am-11:45am Corporate America Credit Union Annual Membership Meeting Breakout

3 Schedule of Events Monday, April 30, pm-6pm Conference Registration and Credit Union Marketplace Open 4pm- 5:30pm Investment Strategies Pre-Conference Workshop - Thomas Bonds, President/ CEO Corporate America Credit Union and Shirley Senn, Director Investment/ALM Advisory Services, Corporate Financial Solutions. Managing an investment portfolio in today s economic and regulatory environment is challenging, to say the least. With additional excess funds coming from our members and limited loan growth occurring, we are faced with the task of making investment decisions that are safe and sound but still provide yield. Through this workshop you will be provided insights on various opportunities and risks that impact how you do business in the current economic and interest rate risk environment. 6pm- 8pm Welcome Reception on the Sunset Deck - join us for good food, good friends, good music and ocean breezes. Tuesday, May 1, :30am- 8:30am Continental Breakfast Served /Credit Union Marketplace Open 8:30am- 10:00am 10:30am-11:45am Corporate America Credit Union Annual Membership Meeting Breakout Sessions The Economy and Credit Union Operations Mike Schenk, VP of Economics & Statistics for the Credit Union National Association (CUNA) This presentation will assess how economic shifts and how the changing economic outlook will shape credit union operations and member interactions. The session will help you understand the pressures on your credit union s financial results. And it will explore options in your efforts to continue to provide high levels of member service in today s increasingly challenging environment. Board Governance Boot Camp - David A. Reed, Esq. Partner in the law firm of Reed and Jolly, PLLC and founder of CU Doctor, a full service credit union consulting practice. The existence of a voluntary Board of Directors elected from among the membership is one of the most essential elements of the movement. But, the time honored tradition of service to the credit union is getting tougher all the time. This session will examine the basics of Board service with an emphasis on personal liability and governance concepts and how to best manage them. 12pm - 1:30pm Group Luncheon showcasing our Credit Union Marketplace Lee Wetherington, Director of Strategic Insight, ProfitStars. G u e s t Speakers David A. Reed, Esq., Partner in the law firm of Reed and Jolly, PLLC and founder of CU Doctor, a full service credit union consulting practice. Mike Schenk, VP of Economics & Statistics for the Credit Union National Association (CUNA) 3 0 Y E A R S G R O W I N G

Tuesday, May 1, 2012 (continued) 2pm- 3:15pm Schedule of Events Breakout Sessions Replacing Lost Fee Income: Best New Revenue & Cost-Cutting Opportunities in 2012 and Beyond - Lee

Dodd-Frank, Durbin, and recent revisions to Reg E threaten credit union sustainability with substantial reductions in fee revenues industry-wide.

With 70% of banking happening outside the branch, smartphones fueling an explosion in mobile banking, and Gen Y purchasing more financial products and services than any other demographic.

Vendor Due Diligence and Effective Vendor Management Programs - David A. Reed, Esq. This is an NCUA HOT TOPIC!

This presentation examines the regulatory requirement for vendor due diligence and the details of creating an effective vendor management program.

Science of Strategic Foresight in Financial Services - Lee Our financial eco-system is marked by high volatility, emerging technology and increasing complexity.

4 Tuesday, May 1, 2012 (continued) 2pm- 3:15pm Schedule of Events Breakout Sessions Replacing Lost Fee Income: Best New Revenue & Cost-Cutting Opportunities in 2012 and Beyond - Lee Wetherington, Director of Strategic Insight, ProfitStars. Dodd-Frank, Durbin, and recent revisions to Reg E threaten credit union sustainability with substantial reductions in fee revenues industry-wide. Consequently, credit unions must re-assess their business models, revenue streams and cost-cutting. With 70% of banking happening outside the branch, smartphones fueling an explosion in mobile banking, and Gen Y purchasing more financial products and services than any other demographic. Join Lee for a unique, bottom-line view of what credit unions must do to meet the new demands of post-recession consumer/ business psychology and thrive in the new era. Vendor Due Diligence and Effective Vendor Management Programs - David A. Reed, Esq. This is an NCUA HOT TOPIC! Every credit union entrusts its most sensitive member information to third party vendors. This presentation examines the regulatory requirement for vendor due diligence and the details of creating an effective vendor management program. Wednesday, May 2, :30am - 8:30am Buffet Breakfast served 8:30am - 10:00am 11:15am - 4pm 11:30am - 2:30pm Closing General Session Innovating from the Future Backwards: The Art & Science of Strategic Foresight in Financial Services - Lee Wetherington, Director of Strategic Insight, ProfitStars. Our financial eco-system is marked by high volatility, emerging technology and increasing complexity. To create sustainable growth and revenue, credit unions must anticipate evolving member demands, regulatory changes, market trends, and threats from new entrants. What separates winners from losers in the new normal is strategic foresight, i.e., the ability to create strategy from the future backwards. To determine the nature and scope of tomorrow s opportunities, credit unions must first visualize the future based on deep insights into today s trends. Join Lee for a look at the future and the strategic imperatives that the future demands now. CACU Golf Tournament Luncheon Bay Cruise aboard the Solaris Yacht S T R O N G E R T O G E T H E R

Networking CACU Golf Tournament Wednesday, May 2, 2012 11:15am-4pm The tournament will be held at the The Raven Course, located on the Hilton Sandestin Beach Resort.

There will be a hole-in-one contest, with 4 total prize holes! Price per player is $150. Team assignment requests may be submitted to jbreedlove@corpam.org.

5 Networking CACU Golf Tournament Wednesday, May 2, :15am-4pm The tournament will be held at the The Raven Course, located on the Hilton Sandestin Beach Resort. The Raven Golf Club at Sandestin, designed by Robert Trent Jones, Jr., is among the finest Florida golf clubs and courses in the region. Lunch will be served at the course as players check in. There will be a hole-in-one contest, with 4 total prize holes! Price per player is $150. Team assignment requests may be submitted to jbreedlove@corpam.org. Luncheon Bay Cruise aboard the Solaris Yacht Wednesday, May 2, :30am-2:30pm Network with your credit union friends and enjoy a spectacular lunch while you cruise the Choctawhatchee Bay aboard the Solaris - Destin s premier dining and entertainment yacht. Price per person is $75. Conference Registration Register on line by visiting Payment via share draft or Corporate Debit accepted. Conference Fees are as follows: There is no charge to attend the Annual Membership Meeting which will be held Tuesday, May 1, 2012 from 8:30am- 10:00am. Conference Attendee $349: includes admission to all education sessions, welcome reception, credit union marketplace, breakfast on Tuesday and Wednesday, and the group luncheon on Tuesday. Conference Guest $149: includes admission to the welcome reception, breakfast on Tuesday and Wednesday, and the group luncheon on Tuesday. Golf Tournament- $150 per player. Includes lunch on the course. (Wednesday, May 2, 2012) Luncheon Bay Cruise- $75 per person (Wednesday, May 2, 2012) Cancellation Policy: We will refund full payment if cancellations are received in writing 7 days prior to the event. Substitutions are always welcome. If you have any questions regarding the conference or registration, please contact: Joy Breedlove, CACU Education Consultant ext. 137 jbreedlove@corpam.org

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