7:30 a.m. – 12:30 p.m. - Shamble Golf Tournament
Sponsored by: Credit Union Data Exchange
Location: La Costa Pro Shop/Legenda Course
La Costa Resort & Spa’s golf facilities are unmatched. Follow in the footsteps of the PGA TOUR’s finest players and enjoy a fun-filled scramble tournament on the beautiful Legends Course. A parkland-style course that features mature trees, gentle doglegs and places a premium on accuracy off the tee. The back nine holes of this course were used in the PGA TOUR rotation.
1:00 – 5:30 p.m. - Registration Desk Open
Location: Poinsettia Foyer
2:00 – 3:30 p.m. - Pre-conference Session: Considerations for First-Time CEOs & Those Who Have Moved into a New Situation
-Susan Gruber, President & CEO, University of VA CU - Charlottesville, VA (new CEO 2022)
- Brian Waldron, President & CEO, Dort Financial CU – Grand Blanc, MI (new CEO 2022)
- Kent Lugrand, President & CEO, InTouch Credit Union – Plano, TX (18 years as CEO)
- Maria Martinez, President & CEO, Border FCU - Del Rio, TX (29 years as CEO)
A whole new perspective. Unique responsibilities. How do new CEOs adjust to elevated responsibilities, establish critical relationships, communicate direction and vision, find out what they don’t know, and build a foundation for success? What approaches set the tone and help them effectively connect with the board and staff? Two new CEOs and two veteran CEOs discuss the ins and outs, the familiar and the unknown.
4:00 – 5:15 p.m. - Full Group Kickoff -- Open Forum Discussion
Location: Poinsettia 3
Significant Questions / Great Ideas
Highest rated session from our last face-to-face CEO conference! Based upon pre-conference solicitation from attendees – burning questions CEOs want to ask others and success stories / great ideas implemented during the past year. Kicking off with questions and ideas will give attendees plenty of time to follow up throughout the conference.
5:30 – 7:30 p.m. - Welcome Reception & Dinner
Co-Sponsored by: Open Lending and Origence
Location: Orchid Terrace
Food, drink, and an opportunity to gather with friends and make new contacts from around the country. Connect with fellow CEOs during the reception on the terrace overlooking the Legends Course. Then enjoy a relaxing dinner with peers and guests.
7:30 – 9:30 p.m. - Hospitality Suite - Opportunity for Additional Conversations, Networking.
Sponsored by: Engage FI
After dinner, the hospitality suite is open! Stop in for dessert, drinks and catching up with old friends and new acquaintances.