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2010 Arizona Summit
October 1–2, 2010Flagstaff, AZ
Cost: $459
Registration is $459 per attendee or $429 each for multiple attendees from the same credit union. To receive the multiple attendee discount, all registrations must be processed in the same order.
Guest Program
The guest fee is $239 per person and includes all meals and admission to Friday's reception.
Small CU Discounts: CUs under $10 million in assets receive a 50% discount by entering promotion code 0950AZCU on the "Complete Checkout" page. Learn more.Only one discount applies.
ARIZONA CU FOUNDATION: Educational scholarships are available through the Arizona CU Foundation. To apply or for more information, contact Patricia Bodnar at (800)352-0387 or (602)264-6701, ext. 201.
Expand allAbout This Event
As a credit union leader, your staff and your members look to you for guidance. Are you confident you have the latest industry updates to make informed decisions? Get the latest economic updates, legislative changes, and insights to lead your credit union successfully. You'll have the opportunity to network with industry experts and other Arizona leaders to put your knowledge into practice. Don't miss this opportunity to explore new horizons and guide your credit union in the right direction.
Schedule
Friday, October 1
8:00- 9:00 a.m. Registration and Continental Breakfast
9:00 - 10:30 a.m. Update on the Arizona Economy
10:45 a.m. - 12:00 p.m. Legislative Update: Opportunities and Implications for the Credit Union Movement
12:00 - 1:15 p.m. Group Lunch
1:15 - 4:30 p.m. Customer Experience and High ROI Opportunities for Credit Unions
5:30 p.m. Reception and Group Dinner
Saturday, October 2
8:00 - 9:00 a.m. Group Breakfast Buffet
9:00 a.m. - 12:00 p.m. Reality-Based Revenue Strategies for Credit Unions
Location Information
2010 Arizona Summit: October 1–2, 2010
HIGH COUNTRY CONFERENCE CENTER
201 E Butler Ave
Flagstaff, AZ 86001-5882
Here is a nearby option for lodging. For special rates, please mention CUNA.
Drury Inn and Suites Flagstaff
300 South Milton Road
Flagstaff, AZ 86001
Phone: (928)773-4900
To reserve online, go to www.druryhotels.com, click on Book it Fast, then enter group number 2072701. Please call (800) 325-0720 to make your individual group reservations. Please specify the hotel location and reference your group name.
Room rates: $139.99 for king, $149.99 for two room suite; plus 10.33% tax (not included)
The hotel reservation deadline has been extended from September 9, 2010 to September 16, 2010.
Hotel Reservation Deadline: September 16, 2010
Topics & Objectives
Update on the Arizona Economy
Dr. Lee McPheters
This always-popular session featuring the engaging Dr. McPheters will give you an inside look at hard data relating to the Arizona economy for the remainder of 2010 and 2011. With this information in hand, you’ll be better able to manage your own affairs as well as those of your credit union.
Customer Experience and High ROI Opportunities for Credit Unions
Mark Meyer
This report, a collaboration between the Filene Research Institute and global consultancy McKinsey & Company, explores why consumers consistently give credit unions their highest satisfaction scores, yet take their business elsewhere, and what credit unions can do about it.
Reality-Based Strategies for the Credit Union System: How to Achieve Sustainable Growth
John Lass
In this presentation, John Lass will cover three primary topics: 1) Why the credit union system is more important now than ever before; 2) How credit unions can gain share of market and share of wallet; and 3) What credit unions must do to ensure sustainable growth into the future. John will discuss the key challenges facing the CU system today, including loss of fee income, assessments and a shifting landscape for lending products. But John will also discuss strategies and actions that credit unions can implement to overcome these critical "headwinds". John will draw upon his experience as a strategy consultant at the Boston Consulting Group and as the head of strategy for CUNA Mutual Group to present relevant case studies and practical solutions to enable credit unions of all sizes to prepare to survive and thrive in the "new normal" economy that is still emerging. Your active participation in this session is not only welcome but strongly encouraged. John looks forward to an active dialog with you in Flagstaff.
D.C. Legislative Update: Opportunities and Implications for the Credit Union Movement
John Magill
Having a presence on Capitol Hill is currently more important than ever. Whether it’s fighting off banker attacks, communicating the safety and soundness of credit unions to legislators and all media outlets, or helping ensure the financial success of credit unions, the need for political advocacy is always growing. Attend and get a D.C. update and review the current status of credit union-friendly legislation.
Who Should Attend
Affiliation with CUNA/League is required for attendance.
CPE Credits
Instructors
John Lass
John, senior vice president of product strategy and development for CUNA 
Mutual Group, directs the new product incubator that accelerates the development of high-potential products and services. John has worked extensively with credit unions around the world on organizational culture assessment and strategy development. Previously, he was president of Ravenna Partners, a management consulting firm; head of the strategy practice at Hagberg Consulting Group (now part of Accenture); and a strategy consultant with the Boston Consulting Group.
John Magill
John is the senior vice president of legislative affairs in the Credit Union
National Association’s Washington, D.C. office. He has a full range of lobbying responsibilities, including the coordination and supervision of the activities of CUNA’s legislative team, representing the interests of the credit union movement before both houses of Congress. An accomplished congressional staff administrator, John has nearly 30 years’ experience on the Hill, the past 19 of those working for Rep. Wally Herger (R-Calif.), a chairman of the human resources subcommittee for the tax-writing House Ways and Means Committee.
Dr. Lee McPheters
Lee is the research professor of economics in the W. P. Carey School of Business 
at Arizona State University and director of the school's JPMorgan Chase Economic Outlook Center. The center specializes in economic forecasts for Arizona and the Western states. Lee is editor of the Arizona Blue Chip Economic Forecast and the Western Blue Chip Economic Forecast newsletters, published monthly by the Center.
Mark Meyer
Mark, executive director and CEO of Filene Research Institute, works with
pioneering credit unions across the nation to convert promising financial service and product ideas into marketplace realities. Mark joined the Filene Research Institute in January 2003 and founded Filene i3, a group comprised of next generation credit union leaders focused on identifying and implementing new products, services or business models that will transform the credit union industry.
The Filene Research Institute is a nonprofit organization that examines issues vital to the future of credit unions. In addition, the Institute provides credit unions with insights into managerial problems and opportunities, consumer needs and trends, legislative and regulatory questions, and competitive forces.
Cancellations
For more program content information, call 800-356-9655, ext. 4249, or e-mail training@cuna.coop.
For registration questions, call 800-356-9655, ext. 4400, or e-mail reginfo@cuna.coop.
100% Guarantee
CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.
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