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

Sign Up Now to Attend!