View Full Coverage of REACH 2016

Move forward at REACH 2017, the California and Nevada Credit Union Leagues' Annual Meeting & Convention. Join us as hundreds of credit union executives, professionals, and suppliers expand their insights, to reveal exciting possibilities and spark transformation. A revitalizing experience awaits you!



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
(By invitation only)


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

8:30 a.m.–6 p.m.

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

9:30 a.m.–12 p.m.
Pre-Conference: Strategic Conversations

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

(ticketed event)

2–3 p.m.
California and Nevada Credit Union
Leagues' Annual Business Meeting

3–5:15 p.m.
REACH Opening General Session

5:15–7 p.m.
Welcome Reception
Exhibit Hall


7:30 a.m.–5 p.m.

8–9 a.m.
Exhibit Hall

8–9 a.m.
Private Awards Reception
(by invitation)

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


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
Exhibit Hall

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

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.

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. Optional fee-based event.

Western CUNA Management School Alumni Luncheon
Monday, Nov. 6
JW Marriott Desert Springs Resort
12-1:30 p.m.

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.

Children Miracle Network (CMN) Hospitals Volunteer Project
Monday, Nov. 6
JW Marriott Desert Springs Resort

Volunteer a small amount of your time to make a difference with the CMN Hopital volunteer project. Free to all REACH 2017 attendees and guests.

Platinum Lounge
Tuesday, Nov. 7
JW Marriott Desert Springs Resort—Costa's
9:30 p.m.–12 midnight

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

Platinum Lounge
Tuesday, Nov. 7
JW Marriott Desert Springs Resort—Costa's
9:30 p.m.–12 midnight

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
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
Wednesday, Nov. 8
JW Marriott Desert Springs Resort—Costa's
12:30–2 p.m.
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

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.

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.

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

REACH 2017 sponsorships is now open.

Our unique sponsorship opportunities open the door to a sophisticated audience of California and Nevada credit union leaders
representing more than 10 million consumers and $160 billion in assets.

CLICK HERE to review the Opportunity Catalog and determine the sponsorship opportunity that fits your needs.

Becoming a sponsor is as easy as 1 – 2 – 3!

Step 1: Complete and submit your sponsorship application.

Paying by credit card: CLICK HERE to submit your application online.
Paying by check: CLICK HERE to print out the sponsorship application.
Step 2: Complete and submit your representative registration.
Paying by credit card: CLICK HERE to submit your representative registration online.
Paying by check: CLICK HERE to print out the representative registration application.

Step 3: Submit your artwork to your assigned Wufoo dropbox that will be emailed to your show contact!

  • Exhibit Hall Floor Plan — CLICK HERE
  • Artwork Guidelines, Terms and Conditions — CLICK HERE
  • Participation Terms and Conditions — CLICK HERE
  • Exhibit Show Kit — COMING SOON

Reserve your space today!


Chapter Forum

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

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

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 business casual. We recommend you dress in layers to accommodate the variance in temperatures in meeting rooms and additional venues that we will visit. Please be sure to wear comfortable shoes.

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


Click here
to view registration fees.

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!