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2019 Agenda

 2019 PROCU Conference
Surf & Sand Resort
Laguna Beach, CA

Sept 29th - October 1st, 2019


 
Sunday, Sept 29th, 2019
3:00 p.m. – 5:00 p.m.
Pre-Conference Roundtable
*Credit Union and CUSO Program Managers only*
Meet your peers and discuss relevant topics in a casual afternoon session.   

Sand Castle Room

6:00 p.m. – 8:00 p.m.
Opening Night Welcome Reception
Please join us poolside for Cocktails & Heavy hors d’oeuvres
Pool Terrace
Sponsored by Ameriprise Financial Services, Inc.
Please note:  Attire for the Welcome Reception and Conference Sessions is business casual.
 
Monday, September 30th, 2019
7:30 am –8:30 am
Registration and Breakfast
Sponsored by CUSO Financial Services
Pelican Room Foyer

8:30 am – 8:40 am
Welcome & Opening Remarks
Melisa Lindsay-Lipkins – Chairman, PROCU Board of Directors
Pelican Room

8:40 am – 9:50 am
Opening Keynote – Stand Up For Your Brand
Sponsored by LPL
Dave Gordon – Personal Brand & Communications Strategist
Pelican Room

9:50 am – 9:55 am
Break
Pelican Room Foyer

9:55 am – 11:00 am
Session One –  The Evolving Advisor Model - Second Story Advisors & Succession Planning
Peter Bielan – Principal, Kehrer Bielan
Pelican Room

11:00 am – 11:10 am
Break
Refreshments provided
Pelican Room Foyer

11:10 am – Noon
Session Two –  Is Service a Sustainable, Competitive Advantage?
David Patchen - SVP, PCG Education & Practice Management, Raymond James
Pelican Room

Noon – 1:00 pm
Lunch
Sponsored by Raymond James
15FiftyFive (Terrace)

1:00 pm – 1:40 pm
Session Three –  Insurance:  Integrated Quote Technology
Nick Bloxhom, VP Insurance Services, SELCO Group, Inc., SELCO Community Credit Union
Pelican Room

1:40 pm – 1:45 pm
Break
Pelican Room Foyer

1:45 pm – 2:25 pm
Session Four –  What's the Big Deal with Data?
Michael Johnson - VP Marketing, Wealth Management, CUNA Mutual Group
Pelican Room

2:25 pm – 2:30 pm
Break
Refreshments provided
Pelican Room Foyer

2:30 pm – 3:10 pm
Session Five –  Program Showcase
Panel Discussion
Chad Waddoups - VP Wealth Management & Ins., Mountain America Credit Union
Matt Dailey - VP of Wealth Services, BECU
Pelican Room

3:10 pm – 3:30 pm 
Monday Closing Remarks
 1st Annual Innovation Award 

Melisa Lindsay-Lipkins – Chairman, PROCU Board of Directors
Scott Jenner, Vice 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 1st, 2019
6:30 am – 7:30 am
Sunrise Yoga (weather permitting)
On the beach or Ocean Terrace

8:00 am – 8:30 am
Coffee & Tea
Pelican Room Foyer

8:30 am – 8:35 am
Opening Remarks
Melisa Lindsay-Lipkins – Chairman, PROCU Board of Directors
Pelican Room

8:35 am – 9:25 am
Session Six - Economic Update
John Lynch, EVP Chief Investment Strategist, LPL Financial
Pelican Room

9:25 am – 9:55 am
Continental Breakfast Buffet
Sponsored by CUNA Brokerage Services, Inc.
Pelican Room Foyer

9:55 am – 10:45 am
Interactive Breakout Session & Group Challenge
Strategic Planning Hot Box Exercise
Holly Grellier, Treasurer, PROCU Board of Directors
​Kim Jaime, PROCU Board of Directors
Pelican Room

10:45 am – 11:00 am
Conference Closing Remarks
Melisa Lindsay-Lipkins – Chairman, PROCU Board of Directors
Pelican Room
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  • Home
  • 2022 Conference
    • Prior Conferences
  • Conference Sponsors
    • Become a Sponsor
  • Roundtables
  • Board
  • Pete Snyder Innovation Award