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2018 PROCU Conference
Surf & Sand Resort Laguna Beach, CA Sept 30th - October 2nd, 2018 Sunday, Sept 30th, 2018 6:00 p.m. – 8:00 p.m. Opening Night Welcome Reception Please join us poolside for Cocktails & Heavy hors d’oeuvres Pool Terrace Please note: Attire for the Welcome Reception and Conference Sessions is business casual. Monday, October 1st, 2018 7:30 am –8:30 am Registration and Breakfast Pelican Room Foyer 8:30 am – 8:35 am Welcome & Opening Remarks Melisa Lindsay – Chairman, PROCU Board of Directors Pelican Room 8:35 am – 9:35 am Opening Keynote – The Most Important Thing Andrew Bernstein – CEO, Resilience Academy Pelican Room 9:35 am – 9:40 am Break Pelican Room Foyer 9:40 am – 10:30 am Session One – Clients for Life: Longevity Planning Frank McAleer – VP, Raymond James Financial Pelican Room 10:30 am – 10:45 am Break Refreshments provided Pelican Room Foyer 10:45 am – 11:35 am Session Two – Ten Trends that Will Reshape Our Channel Scott Stathis – Managing Partner, Stathis Partners, LLC Pelican Room 11:35 am – 1:00 pm Lunch 1555 1:00 pm – 1:50 pm Session Three – Economic Outlook Scott Knapp – Managing Principal of Investment Consulting, CUNA Mutual Pelican Room 1:50 pm – 2:00 pm Break Pelican Room Foyer 2:00 pm – 2:50 pm Session Four – Compliance Town Hall Panel Discussion Peter Vonk, EVP, Business Services, CFS Kevin Larson, SVP, Risk Management, Cetera Pelican Room 2:50 pm – 3:00 pm Break Refreshments provided Pelican Room Foyer 3:00 pm – 3:30 pm Session Five – Insurance: New Ways to Grow Your Bottom Line Panel Discussion Ken Potter, VP Insurance Services, Apollo Insurance Services, Inc. Tina Buttchen, TruStage Program Specialist, CUNA Mutual Group Chad Waddoups, Program Manager, Mountain America Credit Union Pelican Room 3:30 pm – 3:35 pm Monday Closing Remarks Melisa Lindsay – Chairman, PROCU Board of Directors Pelican Room 5:30 pm - 6:30 pm Reception Please join us for wine and hors d'oeurvres Ocean Terrace Tuesday, October 2nd, 2018 6:30 am – 7:30 am Sunrise Yoga (weather permitting) On the beach 8:00 am – 8:30 am Coffee & Tea Pelican Room Foyer 8:30 am – 8:35 am Opening Remarks Melisa Lindsay – Chairman, PROCU Board of Directors Pelican Room 8:35 am – 9:25 am Program Showcase: Best Practices in Technology & Digital Engagement Panel Discussion Patty Wood, COO, Navy Federal Financial Group Holly Grellier, VP Operations, Addison Avenue Investment Services Larry Braley, VP Wealth Management, SAFE Financial Services Pelican Room 9:25 pm – 9:35 pm Break Brunch Buffet Pelican Room Foyer 9:35 am – 10:25 am Interactive Breakout Session & Group Challenge "Planning for the Program of the Future" Strategic Planning Hot Box Exercise Pelican Room 10:25 am – 10:35 am Conference Closing Remarks Melisa Lindsay – Chairman, PROCU Board of Directors Pelican Room 10:45 am – 12:30 pm Special Session: Investment Program Managers Roundtable Discussion Topics: Getting to the Next Level *Please note: This session is open to CU/CUSO Program Managers only, thank you. Pelican Room |
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