NAFCU 50th Annual Conference & Solutions Expo

SIGNATURE SPONSOR Strategic Resource Management

June 13-16, 2017 | Honolulu, Hawaii

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Save $200 with code ANNUALSAVINGS. Offer expires 4/14/17.

About the Conference


Join us to celebrate NAFCU’s 50th anniversary in beautiful Honolulu. It’s the biggest credit union event of the year! Build your knowledge through interactive sessions and expand your network through amazing Hawaiian-inspired events, including a spectacular Friday night beachfront concert with Beach Boys Co-Founder Brian Wilson. Get ready for the island experience of a lifetime! Thank you to our signature sponsor Strategic Resource Management for their support.

50+

Sessions

Gather actionable insights and critical information to help advance your credit union to the next level. Designed specifically for executive leadership and boards of directors.

40+

Speakers

Learn from the best and brightest from inside and outside the industry, including 3 energizing keynote presentations.

100+

Exhibitors

Meet with leaders in the industry to help you drive bottom line growth and solve your toughest operational problems.

Agenda


Benefit from a robust agenda designed to meet the needs of today’s credit union leaders. Choose your sessions from two focused educational programs — the Executive Excellence Program and the Board Excellence Program — with the opportunity to exchange ideas and problem solve with industry experts and your peers. Thank you to our signature sponsor Strategic Resource Management for their support.

June 13, 2017
7:00am
Registration Opens
Breakfast sponsored by VISA

Check in and pick up important information for the conference.

7:30am - noon
Defense Credit Union Summit*

Serving our military members is a great honor and comes with unique opportunities and challenges. Build your network during a kick-off meet-and-greet with other DoD credit union leaders. You'll also gain important perspectives and discuss the impact of the Military Lending Act.

Additional registration fee: $100

If you’ve already registered for the conference and would like to purchase tickets to this event, please contact NAFCU’s Member Service Center at msc@nafcu.org or 800-344-5580.

8:30am - 11:30am
NAFCU Certified Volunteer Expert (NCVE) Pre-Conference Workshop*

This interactive workshop is designed to help credit union board of directors and supervisory committee members better understand their role and how the credit union system works. The training session is the perfect way to show your examiner that your credit union’s board takes its fiduciary duties seriously. Attendees will have the opportunity to earn their NAFCU Certified Volunteer Expert (NCVE) designation by passing an exam.

Additional registration fee for Workshop: $199
Additional registration fee for certification exam: $49


If you’ve already registered for the conference and would like to purchase tickets to this event, please contact NAFCU’s Member Service Center at msc@nafcu.org or 800-344-5580.

3:30pm - 5:30pm
Welcome Reception

Network with your credit union peers as we say aloha and kick-off an inspiring and educational week.

6:00pm - 8:00pm
NAFCU/PAC Reception & Silent Auction (Invite Only)

NOTE: This is a tentative agenda, subject to change as the program develops. Please check back closer to the conference for most up-to-date start and end times.
*Indicates additional fee applies.

June 14, 2017
Day begins at 7:00am
Registration and Breakfast
Breakfast sponsored by VISA

Come by registration to check-in and pick up important information if you haven't already. Then head over to breakfast to start the day.

Welcome Address from NAFCU President and CEO B. Dan Berger

NAFCU President and CEO B. Dan Berger welcomes you to Hawaii and delivers his opening remarks.

General Session

Check back soon for more details.

Executive Excellence Program Sessions

The Executive Excellence Program is designed exclusively for current and aspiring credit union executives. Sessions during this time include:

  • CECL: What You Should Start Planning for Now
  • FinTech: Friend or Foe (session repeated in afternoon)
  • Diversify and Increase Your Lending Portfolio

Board Excellence Program Sessions

The Board Excellence Program is designed to provide credit union board and supervisory committee members with important industry training to help you make a lasting impact on your credit union’s future success. Sessions during this time include:

  • Easy is the New Nice: Improving the Service Experience for Your Members
  • BSA for Board and Supervisory Committee Members (session repeated in afternoon)
  • Current Trends in Executive Benefits

Lunch with Exhibitors in the Solutions Expo

Meet with leaders in the industry to help you drive bottom line growth and solve your toughest operational problems.

Executive Excellence Program Sessions

The Executive Excellence Program is designed exclusively for current and aspiring credit union executives. Sessions during this time include:

  • Charting the Course: Lessons Learned from Leading Navy Federal Credit Union
  • FinTech: Friend or Foe (repeated from morning session)
  • Digital BCP Planning Through Cybersecurity

All sessions end at 2:45pm
Board Excellence Program Sessions

The Board Excellence Program is designed to provide credit union board and supervisory committee members with important industry training to help you make a lasting impact on your credit union’s future success. Sessions during this time include:

  • BSA for Board and Supervisory Committee Members (repeated from morning session)
  • Key Metrics to Your Board's Success
  • Strategic Planning Mastery

NOTE: This is a tentative agenda, subject to change as the program develops. Please check back closer to the conference for most up-to-date start and end times.
*Indicates additional fee applies.

June 15, 2017
Day begins at 7:00am
Registration and Breakfast
Breakfast sponsored by VISA

We'll be at the registration desk to answer any questions you may have. Then head over to breakfast to start the day.

General Session featuring Keynote Major General Vinny Boles
Keynote sponsored by Affinion Group

Leadership is about getting better. Major General (Retired) “Vinny” Boles strongly believes you should always be better today than you were six months ago. Using examples from his battle-tested experience, General Boles will give you ten tools you can immediately use to improve your team on a daily basis. Learn more.

Executive Excellence Program Sessions

The Executive Excellence Program is designed exclusively for current and aspiring credit union executives. Sessions during this time include:

  • Auto Lending 2.0
  • Washington Update Panel
  • ALM Mastery

Board Excellence Program Sessions

The Board Excellence Program is designed to provide credit union board and supervisory committee members with important industry training to help you make a lasting impact on your credit union’s future success. Sessions during this time include:

  • Credit Union Economics Group Panel
  • Owning the Voice of the Member: A Panel Discussion
  • Is Your Credit Union Relevant?

Lunch with Exhibitors in the Solutions Expo

Meet with leaders in the industry to help you drive bottom line growth and solve your toughest operational problems.

CEO Round Table Discussion
Sponsored by PSCU

Leading a credit union is a tremendous undertaking. This round table is designed around the top-of-mind topics that keep you up at night. Come network with your peers, and discuss strategize on the newest solutions.

Fintech Round Table Discussion for Senior Management
Sponsored by Corios

New technologies are on the minds of your members, and there is no shortage of competitors creating new fintech solutions to lure them away. This round table will take an in-depth look at fintech, and how your credit union can get ahead of the competitors in unique ways.

Board of Directors Round Table Discussion

As a credit union volunteer you represent the voice of the member in your organizations. This roundtable will focus on emerging issues unique to the board room.

Board Chairs Round Table Discussion

The role of board chair comes with responsibilities and challenges. Come network with your peers and discuss positioning your credit union for success through strategic planning.

All sessions end at 2:30pm
Supervisory Committee Round Table Discussion

Your role on the supervisory committee means ensuring that management-established practices safeguard the members assets. This discussion will review the latest in NCUA exam guidance and supervisory guidance.

NOTE: This is a tentative agenda, subject to change as the program develops. Please check back closer to the conference for most up-to-date start and end times.
*Indicates additional fee applies.

June 16, 2017
Day begins at 7:00am
Registration and Breakfast
Breakfast sponsored by VISA

We'll be at the registration desk to answer any questions you may have. Then head over to breakfast to start the day.

General Session

Check back soon for more details.

Executive Excellence Program Sessions

The Executive Excellence Program is designed exclusively for current and aspiring credit union executives. Sessions during this time include:

  • Hiring and Retaining Millennials
  • Mergers: An In-depth Case Study of Success
  • Building a Better Brand to Supercharge Your Membership Growth: A Panel Discussion

Board Excellence Program Sessions

The Board Excellence Program is designed to provide credit union board and supervisory committee members with important industry training to help you make a lasting impact on your credit union’s future success. Sessions during this time include:

  • Executive Compensation Survey Results
  • Values, Vision and Mission
  • HSAs: The Medical IRA

Executive Excellence Program Sessions

The Executive Excellence Program is designed exclusively for current and aspiring credit union executives. Sessions during this time include:

  • Faster Payments and Block Chain
  • Mobile Optimization: Giving Your Members an Amazing Experience
  • Securing Your Digital Channels

Board Excellence Program Sessions

The Board Excellence Program is designed to provide credit union board and supervisory committee members with important industry training to help you make a lasting impact on your credit union’s future success. Sessions during this time include:

  • Executive Compensation Survey Results (repeated session)
  • Traits of Successful Credit Unions
  • Examining Your Existing Third-Party Relationships for Hidden Cost Savings

Lunch
Sponsored by VISA

Network with peers during lunch before we close the conference with an amazing keynote presentation.

Sessions end at 3:00pm
General Session featuring Closing Keynote Presentation from Extreme Wheelchair Athlete John Maclean
Keynote sponsored by CUNA Mutual Group

Despite the excruciating pain and challenges of daily life in a wheelchair, John Maclean decided he would become stronger than ever. He proved himself by competing—and succeeding—in the toughest sporting events the world had to offer. His story will inspire you. Learn more.

4:00pm - 7:00pm
Reception followed by Private Concert with Beach Boys Co-Founder Brian Wilson
Reception sponsored by Allied Solutions

Join your peers at an amazing Hawaiian experience as you network and enjoy local cuisine and drinks. Then you and your guests will hear hits you know and love from Beach Boys co-founder Brian Wilson at the resort’s beachfront Kahanamoku Lagoon as the sun sets into the ocean. Now that’s an experience of a lifetime! Learn more.

NOTE: This is a tentative agenda, subject to change as the program develops. Please check back closer to the conference for most up-to-date start and end times.
*Indicates additional fee applies.

Events & Tours


Unforgettable experiences await your guests in Hawaii! Our five spouse/guest tour options include the best of Oahu. Each spouse/guest tour is available both Thursday and Friday, June 15 and 16, but space is limited so sign up your spouse or guests now. You can select up to two tours per person during registration.

Important Notes: Existing conference registrants can add these tours to their registration by emailing Member Services or calling 800.344.5580. Any guest under the age of 18 must be supervised, no children under the age of 12.

  • Valley of the Rainbows

    Spouse/Guest Tour (available both Thursday and Friday, June 15 and 16)

    Tropical Tastes of Oahu – SOLD OUT

    Spouse/Guest Tour - SOLD OUT.

    Pearl Harbor

    Spouse/Guest Tour (available both Thursday and Friday, June 15 and 16. Already booking fast!)

  • Holo Holo at North Shore

    Spouse/Guest Tour (available both Thursday and Friday, June 15 and 16)

    Hollywood in Hawaii

    Spouse/Guest Tour (available both Thursday and Friday, June 15 and 16)

Valley of the Rainbows
Spouse/Guest Tour (available both Thursday and Friday, June 15 and 16)
Take a walk through the lush rainforest at the enchanting Valley of the Rainbows. Within the 200-acre botanical garden, located at the Lyon Arboretum, are 5,000 species of plants, including bromeliads, hibiscus and orchids. Then be guided along a 1.5-mile hike to take in the beautiful surroundings and learn about the mythological and historical significance of this destination. Next, visit Pu'u 'Uala-a'a located 1,048 feet above Waikiki, and take in the breathtaking 180-degree panoramic view of the Oahu coastline. From here, you can often see an asnuenue (Hawaiian for rainbow) in the Valley of Rainbows far below. This tour is not recommended for guests with difficulty walking. The Arboretum will have approximately one mile of walking, however, guests can find places to sit along the pathway if they prefer to sit and enjoy this beautiful area of Oahu.
Tropical Tastes of Oahu – SOLD OUT
Spouse/Guest Tour - SOLD OUT.
**NOTE: This tour has sold out for both Thursday and Friday.**

Enjoy delicious local goodies with an island-wide tour of farms and artisanal shops. Hawaii's warm climate, rich soil and abundant rainfall are a boon for farming. In fact, Hawaii is the only state in the country where coffee grows! Visit Wailua Sugar Mill to taste Hawaiian coffee and learn how it's made. Then venture to Kahuku, to see how papaya, banana, vanilla, guava and more are farmed and enjoy delicious samples. We'll end at local chocolate factories and sample a variety of award winning chocolates blended with traditional and contemporary flavors. The chocolate factory on this tour is not ADA accessible. Guests must climb tall stairs to access the factory. One farm tour includes half a mile of walking.
Pearl Harbor
Spouse/Guest Tour (available both Thursday and Friday, June 15 and 16. Already booking fast!)
The "Date of Infamy" that launched an epic conflict with Japan took place here in the early morning hours of December 7, 1941. The USS Arizona and 1,177 of her crew were among the first casualties of the Pacific War; the USS Arizona Memorial, which is built over the sunken wreckage of the battleship, serves as a reminder of their sacrifice and commitment. Visit The Pearl Harbor Visitor Center, USS Arizona Memorial, Pacific Aviation Museum, "Mighty Mo," and the USS Missouri that tell the story of the "Date of Infamy" and World War II. Walking will be required through the museum, memorials and battleships. Pearl Harbor does not allow purses or bags on site due to security. Please make sure to leave personal belongings at the hotel.
Holo Holo at North Shore
Spouse/Guest Tour (available both Thursday and Friday, June 15 and 16)
Travel by motorcoach over the jagged Ko'olau Mountains, to the fabled Valley of the Temples. Guests will visit the picturesque Byodo-In Temple located at the base of stunning 2,000-foot lush green cliffs. Then travel along the scenic shorelines of Kahana Bay and Malaekahana Bay for amazing photos. We'll stop at the stunning coastline of legendary Waimea Bay, a well-known turtle basking and feeding ground, to look for wild Green Sea Turtles. Then drive through the colorful and historic village of Haleiwa, home to many surfers, artists and craftspeople. After passing extensive pineapple fields, the last stop will be a visit to the historic Dole Plantation.
Hollywood in Hawaii
Spouse/Guest Tour (available both Thursday and Friday, June 15 and 16)
Experience Ka'a'awa Valley, known as Hollywood's "Hawaii Backlot," to see where over 50 of Hollywood’s biggest blockbuster movies and TV shows were filmed, including 1960's Elvis classics. Hop aboard a vintage school bus and take a photo of yourself in front of the infamous Jurassic Park fallen tree and Godzilla's footprints. Guests will see several other locations including the well-known "penguin" road site from 50 First Dates, the road site from You Me & Dupree, the house structure from Mighty Joe Young, and numerous Hawaii Five-0 and Lost sites! Lastly, guests will stop at a historic WWII army bunker, built entirely into the side of the mountain range. Lunch will also be served at Kualoa Ranch.

Register


Registration pricing and optional add-ons are listed below. For questions or to register by phone please contact our Member Services team at 800-344-5580 or email us at msc@nafcu.org.

    • $1,499

    • Member

      • 40+ educational sessions
      • Daily breakfast and lunch
      • Unlimited exhibit hall access
      • 1 free Friday night event ticket
      • ADD-ONs:
        • Pre-Conference Workshop for Board & Supervisory Committee: $199
        • Volunteer Expert Certification Exam: $49
        • Defense Credit Union Summit: $100
        • Spouse/Guest Program: $695
        • Social Events Only**: $550
        • Additional Friday Night Event Tickets*: $175 (max 4)
      • Register Now
        Save $200 with code ANNUALSAVINGS.
    • $2,199

    • Nonmember

      • 40+ educational sessions
      • Daily breakfast and lunch
      • Unlimited exhibit hall access
      • 1 free Friday night event ticket
      • ADD-ONs:
        • Pre-Conference Workshop for Board & Supervisory Committee: $280
        • Volunteer Expert Certification Exam: $69
        • Defense Credit Union Summit: $100
        • Spouse/Guest Program: $795
        • Social Events Only**: $650
        • Additional Friday Night Event Tickets*: $275 (max 4)
      • Register Now
        Save $200 with code ANNUALSAVINGS.
    • $2,500

    • Exhibitor

      • 10'x10' standard booth
      • 2 conference registrations
      • Daily meals with attendees
      • Access to all educational sessions
      • 2 free Friday night event tickets
      • Free web, magazine and app listing
      • ADD-ONs:
      • Corner booth: +$300
      • Additional booth personnel: $500
      • Defense Credit Union Summit: $100
      • Additional Friday Night Event Tickets*: $275 (max 4)
    • Request Booth
      Save $200 with code ANNUALSAVINGS.

ANNUALSAVINGS code is good for $200 off the regular price of any attendee registration. Does not apply to exhibitor registration and cannot be combined with any other offer, promotion or discount. Code must be used by 11:59 p.m. ET, April 14, 2017.


*One Friday night event ticket is included with each attendee, spouse/guest, and social events only registration.

**Social Events Only registration includes Wednesday, Thursday and Friday breakfasts and lunches; Solutions Expo activities and receptions; and the Friday Night Event.


NAFCU Conference Registration Cancellation Policy
Cancellation requests must be made in writing to msc@nafcu.org. To qualify for a refund, cancellations must be processed 21 calendar days prior to the conference. A processing fee ($175 each for delegates, $75 for each spouse/guest) applies to all cancellations. Cancellations can still be processed after that date, but refunds will no longer be issued.

Hawaii


You'll be in one of the most beautiful places on earth. Explore some of the breathtaking nearby attractions to fill your free time on the island.

Hawaii’s Top Things to Do
| Hawaii

Make the best of your Hawaii travels by experiencing Honolulu’s top attractions beyond the ones in our spouse/guest tours. From hiking majestic Diamond Head peak, or watching the surfers tackling waves – this list has something for everyone.

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Experience Paradise at the Hilton Hawaiian Village
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One of Waikiki’s best resort destinations is a spectacular display of everything Hawaii has to offer. Discover an array of activities and explore Hawaii without having to leave the resort. Here are just a few highlights of this amazing resort.

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Hawaii’s Gorgeous Golf Courses
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Honolulu is a golfer’s paradise. With so many fantastic courses to choose from, we know it can be overwhelming. So we’ve picked our favorites. Whether you’re a novice or an expert, there’s something for everyone in our top golf course picks.

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