Nov. 5-8, 2017
JW Marriott Desert Springs, Palm Desert, CA
Chapter Forum: Nov. 8-9, 2017
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!
October 20, 2017 is the deadline to submit your In Memory.
Past Chair Reception
RMJ Foundation Donor Recognition Gala Reception
6 a.m. CMN Hospitals 5K Fun Walk/Run JW Marriott Desert Springs Resort
8:30 a.m.–6 p.m. Registration
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
REACH Opening General Session
National Anthem Singer, Latrice McGlothin,
Community Relations Officer with Kinecta Federal Credit Union
5:15–7 p.m. Welcome Reception Exhibit Hall
7:30 a.m.–5 p.m. Registration
8–9 a.m. Breakfast 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. Lunch 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 Costa's
7:30 a.m.–1 p.m. Registration
8–9 a.m. Breakfast 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
(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:
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.
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
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.
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."
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.
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.
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.
Chairman and co-founder of both Fuel Leadership and the Institute for Applied Creativity; Entrepreneur; and Author
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
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. Forbes.com 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.
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.
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.
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.
Deadline for Room Reservations is October 13, 2017
To book your room, click here or call 877-622-3140 and ask for the REACH17 group block.
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:
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!
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.
Alaska Airlines: ECMX926 | Reservations: 800-445-4435 ($15 charge) | https://www.alaskaair.com/
United Airlines: ZYR2828468 | Reservations: 800-426-1122 | http://www.united.com 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 email@example.com. Please also include a copy of the solicitation from the company in your email.
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.
Reserve your space today!
Join us for learning, leadership, teambuilding, networking, and fun at this special event devoted just to chapter leaders as we:
JW Marriott Desert Springs Resort
74855 Country Club Drive
Palm Desert, California 92260
760-341-2211 | 877-622-3140
NEED A ROOM?
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 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:
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 firstname.lastname@example.org or email@example.com 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 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.
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 firstname.lastname@example.org.
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.
Deanne Figueras email@example.com
Angela Dailey firstname.lastname@example.org
Davina Law email@example.com
Tena Lozano firstname.lastname@example.org
Larry Palochik email@example.com
Rita Fillingane firstname.lastname@example.org
Natalie J. Moreno email@example.com
Tina Ramos-Ingold firstname.lastname@example.org
Registration, Hotel, CMN Activities:
Carmelita Keller email@example.com