Click here to view registration fees.
Prices and agenda subject to change without notice.


11 a.m. Shotgun
REACH 2017 Golf
Palm Course
JW Marriott Desert Springs Resort (Non-Tournament)
Optional Event

3–4:30 p.m.
REACH Registration

5 p.m.
Past Chair Reception
(By invitation only)

6 p.m.
RMJ Foundation Donor Recognition Gala Reception
(By invitation only)


6 a.m.
CMN Hospitals 5K Fun Walk/Run
JW Marriott Desert Springs Resort

9 a.m.–6 p.m.

9 a.m.
RMJ Foundation's Bite of Reality
Financial Literacy Workshop

10 a.m.–12 p.m.
Pre-Conference: Strategic Conversations

1:30–2 p.m.
Chapters Meet & Greet

12–1:30 p.m.
Western CUNA Management School
Alumni Luncheon

(ticketed event)

2–2:45 p.m.
California and Nevada Credit Union
Leagues' Annual Business Meeting

3–5:20 p.m.
REACH Opening General Session
National Anthem Singer, Latrice McGlothin,
Community Relations Officer with Kinecta Federal Credit Union

5:20–7 p.m.
Welcome Reception
Exhibit Hall


7:30 a.m.–5 p.m.

7:45–8:40 a.m.
Private Awards Reception
(by invitation)

8–9 a.m.
Exhibit Hall

9–10:30 a.m.
REACH General Session

10:30–11 a.m.
Refreshment Break
Exhibit Hall

11 a.m.–12 p.m.
Concurrent Breakout Sessions

12–1:30 p.m.
Exhibit Hall

1:30–3:40 p.m.
Concurrent Breakout Sessions

3:40–4 p.m.
Refreshment Break
Exhibit Hall

4–5:15 p.m.
REACH General Session

6 p.m.
PAC Contributors Reception
(by invitation)

9:30 p.m.–12 midnight
Platinum Lounge
Costas Nightclub


7:30 a.m.–1 p.m.

8–9 a.m.
Exhibit Hall

8–9 a.m.
CEO/Chair/Sponsor Breakfast

9–10 a.m.
Concurrent Breakout Session

10–10:10 a.m.
Refreshment Break

10:10 a.m.–12:15 p.m.
REACH Closing General Sessions

12:30–2 p.m.
Global Women's Leadership Network Luncheon
(ticketed event)
Sponsored by Wescom CU

2:45 p.m.
Chapter Forum Registration

3–5:15 p.m.
Chapter Forum

5:15–6:15 p.m.
Chapter Forum Reception

NOV. 9

7:30–8:30 a.m.
Chapter Forum Breakfast
8 a.m.–3 p.m.
Chapter Forum
Lunch will be provided

(Subject to change)


Sunday, Nov. 5
Palm Course, JW Marriott Desert Springs Resort
11 a.m. Shotgun

Tee off for some friendly golf action at a Ted Robinson signature style golf course. Optional fee-based event.

Pre-conference Session: Ideas You can Leverage Today
Speaker: Ryan Foss, Managing Director, Innovation, Filene Research Institute
Collaborate with colleagues in an interactive discussion rooted in Filene's latest research on FinTech and Financial Services. Foss will show you how credit unions are solving for:

  • Utilizing credit scores and data you already have to cross-sell to your members
  • Helping your younger members manage expectations and the realities of student loan debt
  • How to be involved in the peer-to-peer lending market to create loyal members
  • Making your new member onboarding process more efficient and more effective
  • Offering location-based savings opportunities unique to your credit union
  • And more!

You'll leave with a framework to leverage FinTech and relevant and tested ideas that you can put into action.

Children Miracle Network (CMN) Hospitals Activities:

      CMN 5K Benefit Run/Walk
      Monday, Nov. 6
      JW Marriott Desert Springs Resort
      6 a.m.
      A lively walk/run benefitting your local CMN Hospital. To sponsor a runner, please click here. Optional fee-based event.

      Comfort Pets
      Stop by the CMN Hospital comfort pets corral and see first-hand how your CUforKids donations make a difference. Free to all
      REACH 2017 attendees and guests. Optional event.

Western CUNA Management School Alumni Luncheon
Monday, Nov. 6 12-1:30 p.m.
Desert Ballroom 5-6

Join fellow Western CUNA Management School (WCMS) alumni and leaders for this exclusive luncheon, honoring the rich heritage of the institution. Space is limited and registration is on a first-come, first-served basis. Ticketed event.

Platinum Lounge
Tuesday, Nov. 7 9:30 p.m.–12 midnight
Costas Nightclub

All credit union guests and Platinum sponsors are invited to join us for a nightcap in the ultra-cool and popular Platinum Lounge.

Global Women's Leadership Network Luncheon
Wednesday, Nov. 8 12:30–2 p.m.
Desert Ballroom 5-6

The World Council's Global Women's Leadership Network is open to both men and women and we are excited to share this interactive session with all credit union professionals.
Sponsored by Wescom CU. Ticketed event.

Breaking Through Barriers, Building a Legacy
Speaker: Angela Chee, TV host, Spokesperson, Former News Anchor and Reporter

Our mission is to help people become "YOU, Amplified!"™, to own your power and your voice and shine in the boardroom, on camera, in front of your staff, in the press, and in everyday life. In this inspirational keynote, Chee will share her story of breaking though barriers, reinvention, and finding purpose. She will also explore how success is not just about achieving your goals, but also defining your purpose and building a legacy.

"By breaking through our own barriers first and defining what matters, you will be able to see what is possible for yourself, and help others see what is possible for them."
—Angela Chee



Click here
to view registration fees.

Angela Chee

TV host, Media/Communication Coach, Former News Anchor and Reporter

REACH 2017 Emcee

Chee helps leaders and entrepreneurs who are ready to be seen as THE "Go-to" expert become YOU, Amplified!™ and get more exposure, credibility, and confidence on camera, in the media, on stage and in person. With more than 20 years of experience in the broadcast industry, she has anchored and reported for KCBS/KCAL-TV, KNBC-TV, Fox 6, KNSD, hosted shows on E! Entertainment and HGTV, and helped launch Entertainment Tonight China. She is the Media Mentor/Expert for Lifetime's new show The Pop Game and has been an expert on The Today Show, The List, Right This Minute and more.

Phil Hansen

Internationally Recognized Multimedia Artist, Author, and Innovator

Transforming Limitations into Opportunities

Referred to by his fans as "the Artist for the People," Hansen is most widely known for his meta-art, videos that document the creation process (sometimes even through destruction), showing millions that art is action, not just result. His work has been featured on the Discovery Channel, Good Morning America, The Rachael Ray Show, Last Call with Carson Daly, and many more; and his clients include the Grammy Awards, Disney, Skype, Mazda, and the Rockefeller Foundation.

Sasha Strauss

Founder of Innovation Protocol, and Adjunct Graduate Professor, UCLA, UC Irvine, and USC

Building and Leveraging Brand in the New Normal

Strauss brings two decades of experience in brand strategy and development for corporations, nonprofit organizations, philanthropies, and universities, with a unique and proven perspective on how brands should be built and communicated. His clients include Google, Nestle, LEGO, American Express, Amgen, the Roman Catholic Church, the Jewish Federation, Homeboy Industries, the Boy Scouts, and more. His ability to inculcate brand truth is the reason NPR, Forbes, and The Wall Street Journal seek his perspective as a brand authority on topics related to market dynamics, culture, and innovation. Additionally, he founded Innovation Protocol and teaches brand, strategy, and marketing courses at local universities.

Josh Linkner

Chairman and co-founder of both Fuel Leadership and the Institute for Applied Creativity; Entrepreneur; and Author

Harnessing Innovation

Linkner personifies creativity, entrepreneurship, and disruptive innovation; and founded and served as CEO of five tech companies, which sold for a combined value of more than $200 million. He is the author of two New York Times Bestsellers and is also the founding partner of Detroit Venture Partners, investing in and mentoring more than 100 startups. Linkner currently serves as chairman and co-founder of both Fuel Leadership and the Institute for Applied Creativity, and is a regular columnist for Forbes, The Detroit Free Press, and Inc. Magazine. He has twice been named the Ernst & Young Entrepreneur of the Year and is a President Barack Obama Champion of Change award recipient. "When Josh speaks business improves."
~ Earvin "Magic" Johnson

Scott Stratten

President of Un-Marketing

"Unmarketing": Designing Customer Experiences that Engage

Stratten has transformed how corporations like PepsiCo, Century 21, Fidelity, and Microsoft do business with radical insights on how to engage better with customers through social and viral marketing. named him a Top 5 Social Media Power Influencer. Drawing from his experience as a marketing industry innovator and the author of four best-selling business books, Stratten puts back the focus on what matters most to current and potential buyers, and helps organizations see their business through a new lens with his unconventional "unmarketing" views and vanguard approach to building and maintaining real customer relationships.

The Sessions

PRECONFERENCE: Innovative Ideas You Can Leverage Today

Speaker: Ryan Foss, Managing Director, Innovation, Filene Research Institute

New opportunities in the market can make it difficult to know where to focus your time and resources. In this session you'll have the opportunity to collaborate with your colleagues in an interactive discussion rooted in the latest research on Fintech and Financial Services. We'll uncover how an industry that values caution during times of instability, and prudence over excessive risk, can find ways to grow sustainably amid so much technological disruption. We'll also make it real by showcasing some of the best-of-the-best when it comes to newer ideas your credit union can implement today. We'll show you how credit unions are solving for:

  • Utilizing credit scores and data you already have to cross-sell to your members
  • Helping your younger members manage expectations and the realities of student loan debt
  • How to be involved in the peer-to-peer lending market to create loyal members
  • Making your new member onboarding process more efficient and more effective
  • Offering location-based savings opportunities unique to your credit union
  • And more!

Be prepared to leave with a framework to leverage FinTech and relevant and tested ideas that you can put into action.

PRECONFERENCE: Strategic Conversations on Consumer Financial Capability

Speakers: Gigi Hyland, Executive Director, National Credit Union Foundation; Evan Willingham, VP Business Development, EverFi; and Larry Palochik, Senior Vice President Member Solutions, California and Nevada Credit Union Leagues

Member financial well-being is a hot topic. Everyone from researchers and non-profits to the Consumer Financial Protection Bureau are focused on how financial institutions can help consumers improve their financial lives. This preconference session will provide insight on what the National Credit Union Foundation is working on nationally and in collaboration with the California and Nevada Credit Union Leagues, as well as the Leagues' regional efforts with EverFi.

Cybersecurity Looking Forward

Speaker: Paul Love, Chief Information Security Officer, CO-OP Financial Services

Discover what CO-OP is seeing in terms of cybersecurity and future trends, and what credit unions can do to protect themselves. Specifically, Love will illustrate some of the common threats and provide safety tips that can be used at home and at your credit union.

Love has more than 25 years in risk management, financial services, and technology experience. Previously he was Senior Director of Governance, Risk and Compliance at Federal Home Loan Mortgage Corporation (Freddie Mac), where he led the creation of an information security and standards program aligned with internationally recognized best practices and collaborated with business units, IT and other key groups to ensure alignment. He has held other information security positions with Ernst & Young and Ally Financial, and has banking industry experience as Assistant Vice President of Security Operations for Fifth Third Bank.

How Real Time Engagement Drives Credit Unions' Success

Speaker: Melanie Gillen, Director, Capability Leader, Large Account Strategy, CUNA Mutual Group

Nearly 70 percent of U.S. employees report that they are not engaged or are actively disengaged at work–costing employers $550 billion per year. This session will explore how real time engagement tools and game mechanics can motivate employees with metrics that matter while boosting morale and driving results.

Gillen is a director, capability leader in the Large Account Transformation Program with CUNA Mutual Group where she is responsible for managing the ease of doing business capability portfolio. This includes setting the vision and strategy at the capability level and ensuring that the capabilities and assets created can be leveraged enterprise-wide. The transformation results are accomplished utilizing agile methods, prioritizing improvements based on quantitative business value and perpetual customer feedback.

Beyond Disruption

Speaker: Karim Habib, Director of Lending Solutions, CUNA Mutual Group

There's an ever-growing cast of financial technology (FinTech) startups and a new breed of disruptive financial institutions that are threatening credit unions. This session will describe these developments and offer practical steps for moving your credit union beyond disruption. Discover how you can adopt some of the strategies of disruptive financial institutions to drive unprecedented growth, while increasing your relevance to your members.

Habib is responsible for providing leadership and specialized knowledge of CUNA Mutual Group's Lender Development Program, including coaching, training and mentoring lending protection mangers and sales managers within the program. Habib is also part of the National LDP team which is accountable for achieving critical success factors related to credit union growth and penetration.

Driving Membership Growth with Data

Speakers: Melton Knight, Senior Business Consultant, Experian Decision Analytics, North America; Sue Schroeder, Senior Director, Marketing & Insights, Experian

Credit unions control less than 10 percent of the market share. What if you could see what products your members were using outside of your credit union? What if you could focus your marketing on those who were more likely to open a credit union account over a bank account? With competition from banks and online lenders increasing for loans, the need for effective growth strategies has never been greater. This session will provide insights into trends for California and Nevada credit unions, while providing best-practice strategies for understanding, engaging, and deepening your field of membership.

Melton Knight works with credit unions across the country, creating customized growth strategies to help them attract, retain, and manage members, while also providing expertise in the areas of credit risk and regulatory compliance. He has nearly 30 years of credit risk experience across the entire credit life cycle and product management for direct and indirect auto, small business lending, credit cards, mortgage, home equity, and installment consumer finance. Melton has developed new account acquisition credit policy for use in direct mail marketing, internet, and instant credit in the credit union space; and has developed credit limit increase, cross-sell, and collections strategies used by credit unions all over the U.S.

Sue Schroeder is responsible to developing Experian's go-to-market strategy for credit unions, partnering closely with the division's dedicated credit union sales organization and key industry experts. Her team has analyzed nearly 6,000 credit unions and conducted market research both with credit unions and consumers to gain insights into their needs, challenges, and growth opportunities at both the national and regional level.

Financial Trends and the Impact On Your Credit Union

Speaker: Matt Stephenson, Executive Vice President and Chief Operating Officer, Rogue CU

This session will bring you up to date on financial trends in the credit union movement, including growth/income/capital trends, consequences of a rising rate environment, financial trends that have examiners concerned, and the potential financial impact of new Current Expected Credit Loss standards. Learn what your credit union can do to capitalize on the ever-changing financial environment. The session will start with a brief explanation of credit union finance basics. So, if you're not a financial wizard, no problem! This session is for everyone.

Cannabis Business Banking in Uncertain Times

Speaker: Sundie Seefried, CEO, Partner Colorado CU

Is the risk of banking in this emerging cannabis market a credit union opportunity or a risk too great to consider? It's certainly not for everyone and great consideration on many levels is necessary to truly calculate the risk. It's not a banking competency that allows for a dabbling approach and too expensive to set up to allow for failure. Is it for your credit union? This session will explore risks that will help you determine if it merits further consideration or not. Otherwise, it will certainly present an educational opportunity on what is happening in the cannabis market and the banking issues.

Disrupt like Uber but Hug like a Credit Union

Speaker: Ann Legg, Founder, THRIVE

Uber and Airbnb managed to disrupt the taxi and hotel industry without owning a car or room. Why and how is this possible? They did this by assessing the need of their market and then creating value in both the producer of the value and the consumers. Credit unions can also disrupt themselves when they harness their data and find new and innovative ways to serve (or hug) their members. While this may sound like a daunting task, fortunately, it is not. Credit union data insights can create impactful, predictive, and prescriptive member experiences. On a bigger level, connected data will allow credit unions to shift from being a provider of commoditized products to that of a member engagement ecosystem host. This shift from product to platform will allow credit unions to collaborate in ways they just can't imagine now. This session will share examples from credit unions and how they have addressed the transition from product to platform, the considerations, and opportunities.

Doing What Matters—Culture Leadership Strategy

Speaker: John Janclaes, President and CEO of Partners FCU

Join Janclaes as he shares winning strategies and timeless principals harvested over 30 years of working in financial services. He will uncover how to develop your strategy using the Learning Loop, and improve the execution of it by leveraging a one-page initiative document practical for leaders of any asset size, membership base, or location. You will discover how to evolve organizational structures to strengthen culture and achieve greater agility, while unleashing the full potential of each employee through leadership training at all levels. His proven principles for realizing one's full potential told through story of a business leader's progression from declining returns to a purposeful resurgence that grows and rekindles professional passion is not to be missed!

Smart and Healthy: The Essence of Organizational Success

Speaker: Bob Bernatz, PhD, Principal Consultant, The Table Group

Smart and Healthy: The Essence of Organizational Success is what drives healthy teams and leads to a critical advantage providing your credit union with the competitive edge that makes you stand out. Bernatz' ability to ask the right questions, assess and offer collaborative solutions are the reasons why Microsoft, Symantic, Western Digital, DIRECTV, Fidelity Investments, and more reach out to him for advice.

The War For Talent

Speakers: Itzel Vaca, PHR, Human Resource Director, CU Direct; Rebecca Bower, President, O'Rourke & Associates; and Susan Makris, Senior Vice President, Chief Human Resource Officer, Patelco Credit Union

A credit union's most important capital is human capital. You spend countless hours attracting the right talent. Then you invest even more in training and methods to retain your staff. But with more than a half to a third of the workforce looking to job-hop for increased pay, benefits, skills, title, or opportunities, what can you do to be competitive? How can you leverage your brand? What benefits are others offering that make them more desirable? Join us for a candid discussion on the war for talent from three different perspectives.

Student Lending Myths and Realities: Why Every Credit Union Can and Should Fulfill Their Members Education Dreams

Speaker: Gary J. Perez, President and CEO, USC Credit Union

Private student loans represent an opportunity for today's credit unions to forge lifelong relationships with a generation of potential members that do not view the movement in the same light as their parents and grandparents. In this session, Perez will dispel several myths regarding student loan risks and demonstrate how credit unions—regardless of asset size or risk appetite—can fill a critical member need while safely generating interest and/or non-interest revenue from a demographic that we desperately need.

Why a Focus on Financial Empowerment is Good for Mission & Good for Business

Speaker: Cathie Mahon, President and CEO, National Federation of Community Development Credit Unions

Changes in the U.S. economy have precipitated dramatic shifts in our local communities and in the day-to-day lives of our members and potential members. The growing concentration of wealth, declines in the manufacturing sector, growth of service sector jobs relying on part-time hourly wage jobs, and the surge of the gig economy and has created greater volatility of household income not only for low-income families but for middle income families as well. Managing to those shifts requires greater tools, sound financial guidance or advice and proactive financial products and services. Credit unions that embrace strategies to help financially struggling members and potential members are finding it's not only good to recommit to mission, it's good for business. Mahon will frame the discussion on how credit unions must holistically integrate this into their operations and will provide ideas and strategies to get there.

Age Invaders: How Credit Unions Can Prosper By Serving the Largest Growing Demographic in America

Speaker: Ron Galloway, Columnist for The Huffington Post, CNN, CNBC, MSNBC, ABC World News Tonight, Wall Street Journal; Author, and business documentary filmmaker

This year more adult diapers will be sold in Japan than baby diapers, due to a decreased birth rate and increasing longevity. Now, it's happening here. In 1900, the average American lifespan was 47 years, but now people can expect to live well past 85. Children born today will increasingly live to 100. At the same time people are having far fewer children, increasing the proportion of older Americans to younger Americans. This is a democratic tide that cannot be stopped.

For credit unions, this new trend presents big opportunities. As the population is increasingly grayer, credit unions can be the trusted source for tying together the "after retirement" experience, using technologies such as A.I. and mobile to help our members make the most of assets such as health savings accounts, rollover IRA accounts, as well as traditional banking products.

Credit unions are trusted more than banks, and more than brokerage firms. This session examines how to leverage that trust into new opportunities with a new and increasingly important demographic, the over 65's.

How Organizations Get Hacked—And What You Can Do About It

Speaker: Madison Iler, Director of Compliance and Advisory Services, Lake Missoula Group

Professional hackers around the world target YOU in attempt to gain access to confidential information, bank accounts, and other valuable data. Today, companies are also held hostage by ransomware, the malicious software that locks up your files until you pay a ransom. All it takes is one person in your organization to click on a link, and all of your shared files could be locked up for good. We'll show you how attackers break into your computer, with screenshots and videos of a real attack. Finally, we'll run through the most important building blocks of a strong cybersecurity program. You will discover how to effectively defend against cybercriminals so that you can protect yourself, your clients and your organization.

The Stories Your Data Will Tell

Speaker: Shazia Manus, Chief Product & Strategy Officer, CO-OP Financial Services

To successfully meet and surpass shifting consumer expectations, credit unions must have a deep understanding of the members they serve. By harnessing the power of data, credit unions create opportunities for growth and member-centric business models. Manus will discuss ways to utilize data for extraordinary member experiences that deepen loyalty. This session will include real-life use cases and outline the ways in which data blending, predictive models and prescriptive analytics have already helped credit unions see ahead to solve some of the largest challenges facing their cooperatives.

FinTech Showcase: Collaboration Not Competition

Moderated by: Angela Chee, TV host, Media/Communication Coach, Former News Anchor and Reporter Presented by: Bill Sarris, CEO, Linqto

Are you concerned about Fintech firms competing for your members' business? In this session, you will discover new opportunities where partnering with Fintech can enhance your credit union's products and solutions in an ever-evolving financial services marketplace. Hear from innovative companies including: SavvyMoney, Finovera, Payveris, MoneyCarta, and SnapCheck who are willing to partner with you.

The Hotel

JW Marriott Desert Springs Resort
74855 Country Club Drive
Palm Desert, California 92260
760-341-2211  |  877-622-3140

ROOM RATES The JW Marriott Desert Springs Resort is offering
REACH attendees the special rate of $224.

To book your room, click here or call 877-622-3140 and ask for the
REACH17 group block.

Rooms and rate available on a first-come, first-served basis, as available.

Conference Hotel

JW Marriott Desert Springs
Resort & Spa

74855 Country Club Drive
Palm Desert, California 92260

A tranquil oasis beckons you at the JW Marriott Desert Springs Resort & Spa. Boasting a sensational location in the heart of Palm Desert, this resort allows for convenient travel to the Palm Springs area's most renowned outdoor, shopping, and dining destinations.

Extraordinary on-site amenities to explore:

  • Five sparkling outdoor pools
  • Two championship golf courses
  • State-of-the-art spa facility
  • Tennis
  • Volleyball
  • 18-hole putting green
  • Six exquisite on-site restaurant options.

In addition, the resort houses one of the most spectacular collection of exotic birds, captivating boat tours, and so much more.


Clear blue skies. Star-filled nights. A mountainside close enough to touch and certainly to hike. Palm Springs is the getaway destination to Hollywood's elite. While at REACH 2017, explore everything Palm Springs has to offer!

Maximize your REACH 2017 experience by clicking here to view the calendar of events!

Dining & Entertainment

There is something for everyone. At the resort, you can enjoy local farm to table cuisine at the Rockwood Grill, sushi in the lobby bar or at Mikado's Japanese Steakhouse, seafood at Fisherman's Landing, or simply get your Starbucks right in the main lobby.

Looking to venture out for dinner? Jackolope Ranch offers authentic southwestern BBQ complete with evening entertainment, and if you're looking for traditional steakhouses … the Yard House and Morton's The Steakhouse are nearby.

Don't miss the Platinum Lounge at Costa's Nightclub!


When it comes time to trade in the hustle and bustle of daily life to rejuvenate, there is no better place than the Spa at Desert Springs. Voted top spa in Palm Springs by Spafinders and the Travel Channel, the Spa at Desert Springs certainly offers a plethora of saunas, steam rooms and pools, an outdoor saltwater pool, coed and gender-separated lounges, and its own on-site bistro, where you can refuel after one of the spa's many signature treatments.

The JW Marriott Palm Desert offers 20 tennis courts, swimming pools, lawn games, a fitness center and is pleased to offer "The Biggest Loser Resort" program, an award-winning method of helping people transform their lives. Click for more information.

Palm Springs Airport —

Ontario International Airport —


Nearest Airports:
Palm Springs International Airport (PSP) - 12.2 miles from JW Marriott
Ontario International Airport (ONT) - 82.2 miles from JW Marriott


Alaska Airlines: ECMX926 | Reservations: 800-445-4435 ($15 charge) |

United Airlines: ZYR2828468 | Reservations: 800-426-1122 | under
"Advance Options" Discount up to 13% (Additional 3% discount applies to online reservations. Discounts only apply to published fares and excludes travel to/from Europe, Middle East, Africa and India.)


AVIS Car Rental: AWD Code: D340722 | Reservations: (800) 331-1600
Avis Booking Link for California And Nevada Credit Union Leagues / Reach


The JW Marriott offers valet parking for all hotel guests at $29 resort guests/$34 daily drive-in, 12 electric car charging stations complimentary, and complimentary self parking for resort guests. Please note, all parking is at your own risk.


Although the hotel does not offer shuttle service from the airport they do recommend SkyCap Shuttle or Uber. Each has their own advantages and disadvantages and we recommend you plan your ground transportation in advance by choosing the method that would best meet your needs. Click Here for additional information on Hotel Transportation.

Airport Shuttle Info: Two shared ride van companies, SkyCap Shuttle and AM/PM Shuttle Service, operate out of Palm Springs International Airport. Passengers are encouraged to contact the companies first for more information. (Click on the company names above for contact information.) Please look for signs that read "Shared Ride Vans" at terminal curbside near the exits from baggage claims areas.



Companies posing as hotel booking agents for REACH 2017 have been approaching potential convention attendees with offers to book their hotel accommodations for them. DO NOT book your accommodations through these companies (commonly known as hotel or event poachers/pirates). The only entity authorized by the California and Nevada Credit Union Leagues to accept hotel reservations is the JW Marriott Desert Springs Resort & Spa and they have informed us that they will not honor any reservations from companies misrepresenting themselves as booking agents for REACH 2017. If you are approached by any third-party travel agency to book your room, please email Please also include a copy of the solicitation from the company in your email.

Live Twitter Feed

Sponsor and Exhibitor Opportunities

At the present time, the only sponsorship opportunity available is our Networking Sponsor. Please click here to submit a Networking Sponsor Application

Chapter Forum

Wednesday, Nov. 8 | 3-6:15 p.m.

2:45–3 p.m.—Registration

3 p.m.—Welcome

3:30 p.m.—2016-2017 Chapter Recognition Awards

4–4:30 p.m.—"Mapping Your Way"

4:30–5:15 p.m.—Best Practices Review

5:15–6:15 p.m.—Networking Reception

6:15 p.m.—Dinner on Your Own

Thursday, Nov. 9 | 8 a.m.-3 p.m.

8–8:30 a.m.—Continental Breakfast

8:30–9 a.m.—Overview/Instruction for the Day

9 a.m.–Noon—Adventure Time!

Noon–12:45 p.m.—Lunch

12:45–2:40 p.m.—"Oh the Places You'll Go"

2:40–3 p.m.—Door Prize Drawing & Closing Remarks

3 p.m.—Adjourn

Join us for learning, leadership, teambuilding, networking, and fun at this special event devoted just to chapter leaders as we:

  • Celebrate chapter achievements and best practices during the past year
  • Expand our leadership skills
  • Inspire each other to new accomplishments in the coming year


JW Marriott Desert Springs Resort
74855 Country Club Drive
Palm Desert, California 92260
760-341-2211 | 877-622-3140

The JW Marriott Desert Springs Resort is offering REACH attendees the special rate of $224. To book your room, click here or call 877-622-3140 and ask for the REACH17 group block.

Parking: On-site parking, fee: $8 USD hourly, $25 USD daily; Valet parking, fee: $29 USD daily; Hourly self-park fees apply non-guest/Overnight self-park included in daily resort fee/Valet USD $34; Electric car charging stations : $12 , Complimentary

Special Invitation

Special Invitation to REACH 2017
A special registration code will be sent to each chapter chairperson, valid for four (4) complimentary registrations for Chapter Forum and REACH 2017.

Each of the four registrants:

  • Must be a chapter board of governor for the 2017-2018 chapter year
  • Must attend Chapter Forum to be entitled to complimentary REACH 2017 registration

To register, enter the code in the payment section of each person's Chapter Forum/REACH 2017 registration.

Note: This offer is for the registration fee only and does not include travel, hotel, or other costs associated with either event. The code only applies to the four free registrants. If you use the code for the convention registration but do not attend Chapter Forum, the full REACH 2017 registration fee will be applied.


Tell Us Who Will Attend from Your Chapter
By Friday, Oct. 20, please email a list of the board of governors accepting the four registrations to or and indicate if registrants are attending Chapter Forum only, or both the Chapter Forum and REACH 2017. You must register your attendees for 2017 Chapter Forum at the REACH 2017 registration page.

Will more than four registrants attend from your chapter?
Additional registrants may attend Chapter Forum for $300 per person. Attendance at the REACH Conference is separate, and additional registration fees apply.

The Details

Dress Code
The dress code is casual, including comfortable shoes as we will be very active. We recommend you dress in layers to accommodate the variance in temperatures in meeting rooms and additional venues that we will visit.

Photo/Video Release
Throughout the Annual Meeting and Convention ("REACH"), CCUL/CLSC will be snapping photographs and capturing video to document the various events (e.g., general sessions, educational sessions, social functions, and related events). As a registrant or attendee of the REACH, you give your permission for CCUL/CLSC to photograph or videotape you at any such events and to use your name and/or image in any print, digital or archival materials, including its website, social media, or other publications, without limitation and without the expectation of compensation.

Call Education & Training at 800-472-1702, ext. 6029 or 6027 or 6055, or email

Contact Us


Sponsors Click Here

Click here
to view registration fees.
Prices and agenda subject to change without notice.

REACH is the premier annual event of the California and Nevada Credit Union Leagues.

Questions? Please contact us with any question you may have regarding the convention.

General Questions:
Deanne Figueras

Angela Dailey

Annual Meeting:
Davina Law

RMJ Gala:
Tena Lozano

Larry Palochik

Chapter Forum:
Rita Fillingane

Natalie J. Moreno

Tina Ramos-Ingold

Registration, Hotel, CMN Activities:
Carmelita Keller

Drop us a byte...

2855 East Guasti Rd., Suite 600
Ontario, California 91764



don't miss reach 2018!


CLICK HERE to view hightlights from reach 2016