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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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