FLAMINGO HOTEL AND CASINO LAS VEGAS, NEVADA - September 8-11, 2021 www.ccacu.com

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FLAMINGO HOTEL AND CASINO LAS VEGAS, NEVADA - September 8-11, 2021 www.ccacu.com
FLAMINGO HOTEL AND CASINO
     LAS VEGAS, NEVADA
    September 8-11, 2021
      www.ccacu.com
FLAMINGO HOTEL AND CASINO LAS VEGAS, NEVADA - September 8-11, 2021 www.ccacu.com
Registration Fees                                                           CCACU Giving Back
Before August 5: $995 CEO, Director, Supervisory                       Children’s Miracle Network
Committee Member                                                           Luncheon and Raffle
                                                                       Friday, September 10, 2021
Before August 5: $350 Guest of any CEO, Director,
Supervisory Committee Member                                 The Children’s Miracle Network partners with hospitals
                                                             across North America to provide compassionate care to
Registration includes all session, meals and events.         children and their families. A premier event of our
                                                             conference is a fundraiser to help CMN in its mission to
                                                             touch the lives of children and their families. Since
                                                             forging its relationship with CMN, CCACU has raised
Cancellation Policy
                                                             over $100,000 in support of this important effort. To-
25% of registration fee per registrant will be refunded if   gether, through cash donations, we can meet our 2020
cancellation is received before August 9.                    donation goal of $5,000. A small portion of the donat-
                                                             ed amount is used to purchase items that are raffled off
Absolutely no refunds will be given after August 9 due       at our CMN Luncheon. Raffle tickets are SOLD to any-
to prepaid costs however, substitutions can be made.         one who would like a chance to win one of the terrific
                                                             prizes.

Transportation                                               We will also have our popular “Share the Pot” raffle.

McCarren International Airport (LAS) is located 7 miles                      Please mail your donation to:
from the Flamingo Hotel and Casino.                                                Cindy Brock/CMN
                                                                                     P.O. Box 6195
There are several options for transportation listed on                            Kokomo, IN 46904
the following website:
https://www.mccarran.com/Transportation/Shuttles
                                                             PLEASE REMEMBER
Uber and Lyft are options as well.

Please note that if you are renting a car, the Flamingo      IT’S FOR THE KIDS.
currently charges $15 per night for parking, subject to
change without notice.

Dress
Dress is business casual throughout the conference.
Meeting rooms can get chilly and take up to 30 minutes
to warm up so a light sweater or jacket is recommend-
ed.
                                                                                  Questions?
Hotel Information
Our room block runs Wednesday, September 8 through
                                                             Contact Lisa LePage at 317-439-4614 or by
Saturday, September 11 with the option of staying 3          e-mail at aplusplanners@outlook.com
days pre or post (based on hotel availability).
                                                             Visit the Combined Council of America’s
Reservations can be made by following the link on our        Credit Unions website often for Conference
website’s home page. www.ccacu.com.                          Updates at
Please note: the Flamingo charges $10 plus tax for call in                    www.ccacu.com
reservations.
FLAMINGO HOTEL AND CASINO LAS VEGAS, NEVADA - September 8-11, 2021 www.ccacu.com
SEVEN DECADES LATER, IT’S STILL MAKING HISTORY

                                                      Bugsy Siegel’s desert dream, The Flamingo, has anchored the Las Vegas Strip
                                                      since they started rolling dice in 1946. Set on the famous four corners of Las
                                                      Vegas Blvd and Flamingo Road, this hotel combines heart-pounding Las Vegas
                                                      excitement with hospitality and service that is second to none. The Flamingo
                                                      is classic Vegas with a contemporary sophistication that’s as welcoming as it
                                                      is hip. An array of guest-pleasing features and one-of-a-kind venues—like the
                                                      incredible 15-acre tropical paradise and Wildlife Habitat—gives Flamingo just
                                                      what it takes to make your Las Vegas experience truly memorable.

                                                           GUEST ROOMS
FAB DELUXE 2 QUEENS NON SMOKING

                                               Both offer modern décor that encounters elements of simple luxury
                                               with splashes of signature Flamingo pink and warm, wood toned fur-
                                               nishings and flooring designed to create a residential feel. Contempo-
OR                                             rary chaise lounges, patterned rugs and vintage Vegas framed art-
                                               work create a stylish appeal while upgraded beds with ultra-soft pillow
FAB DELUXE KING NON SMOKING                    -top mattresses, plush linens and faux fur throws offer ultimate com-
                                               fort. FAB rooms also come equipped with 32-inch flat screen Plasma
                                               televisions.

     Type of room is first come first serve so make your reservation today on our website, www.ccacu.com, under the Hotel

     Reservation link. Please note that the Flamingo charges a $10 plus tax fee for reservations not made through the website.

     ADA Rooms are limited. If you are in need of an ADA room, please contact Lisa LePage at 317-439-4614 as soon as possible. .

                                                                 DINING
QUICK BITES                       CASUAL                              BUFFET                       UPSCALE
Club Cappuccino                   Beach Club Bar & Grill              Paradise Garden Buffet       Bugsy & Meyers Steakhouse

Flamingo Food Court               Margaritaville Las Vegas

Cafe Express                      Carlos 'n Charlie's Restaurant Las Vegas
FLAMINGO HOTEL AND CASINO LAS VEGAS, NEVADA - September 8-11, 2021 www.ccacu.com
Speakers
Mike Bremer, CMFG Life Insurance Company, CUNA Mutual Group
Mike is an executive benefits specialist for CUNA Mutual Group, a company that specializes in the de-
sign, implementation, financing and ongoing administrative support of supplemental executive benefit
programs specifically tailored to credit unions.

Topic: How to Manage the Risk of Diversifying Your Benefits Plan Investments Beyond Those

James Buzek, CISSP, MSCE – Information Security Officer/VP, Information Assurance,
Corporate One FCU
James is responsible for the research, development, implementation, testing and reviewing of Corporate
One’s overall information security in order to protect information and prevent unauthorized access. He
oversees and directly manages the protection, defense, and availability of information and information
systems by ensuring confidentiality, integrity, authentication, availability and non-repudiation of
corporate information and information systems through the creation and implementation of the
security program.

Topic: Cyber Security Trends & Threats

Andrea Cooper, CMFG Life Insurance Company, CUNA Mutual Group
Andrea is a director of talent for CUNA Mutual Group. In this role she is a member of the Employee
Experience and Strategy team, responsible for leading enterprise Talent Acquisition and Talent Manage-
ment.

Topic: Inspire Employees and Drive Business Results with Inclusive Leadership

Brian Day, PSCU
Brian is a Solutions Consultant for PSCU, the nation’s premier payments CUSO. In his role, Brian is
responsible for working with PSCU Owner credit unions to understand industry trends and identify
product solutions to help credit unions grow, compete and improve members’ financial lives.

Topic: Digital Transformations

Dan Mahalak, President, Mahalak Consulting Co.
Dan spent most of his career at Cindrich, Mahalak & Co., a CPA firm that specialized in working with
credit unions and their subsidiaries. He joined that firm in 1980 upon graduating from Eastern Michigan
University, became a partner in 1988, and managing partner in 2006. In 2018 he determined that the
best future for his clients and staff was to become part of a larger firm and transitioned his audit and
compliance practice into that of Doeren Mayhew. He continues to work with credit unions in strategic
planning, budgeting and forecasting, asset-liability management consulting, mergers and acquisitions,
regulatory consulting, human resources consulting, and a variety of other consulting projects.

Topics: Positioning Your Credit Union for Future Consolidation & Mergers/Bank Secrecy Act Training
FLAMINGO HOTEL AND CASINO LAS VEGAS, NEVADA - September 8-11, 2021 www.ccacu.com
Speakers
Jack McCall, CSP, Jack McCall and Associates
Jack McCall, CSP, Jack McCall and Associates
Jack is a graduate of the Tennessee School of Banking at Vanderbilt University and the Graduate School
of Banking of the South at Louisiana State University. Jack has devoted much of his career to the finan-
cial service industry. In 2000, he founded Jack McCall and Associates, a professional/training firm based
in Hartsville, TN.

Topic: Bringing Out The Best In People

George Middlebrook, VP, Strategic Solutions, Sherpa Technologies
As VP, Strategic Solutions, George leverages his comprehensive knowledge of digital technologies, inte-
gration services, and managed solutions to enable strategic solutions within the Mosaic platform. He is
responsible for the overall management of Sherpa products and new solutions, the implementation of
Sherpa’s enterprise innovation framework and working with credit unions on the strategic management
of their digital solutions. George has more than 30 years of experience in new product development,
strategic planning, and marketing.

Topic: Strategies for Credit Unions to Stimulate Growth

Keith Riddle, President and CEO, Sherpa Technologies
As President and CEO, Keith brings a breadth of financial services experience spanning new product
development, partnership management, consultative/direct sales, strategic planning and marketing.
Keith oversees all aspects of Sherpa with a focus on the management of its enterprise innovation
framework, product development and consulting with credit unions on digital transformation. Keith
has more than 30 years of experience in the financial industry and possesses in-depth knowledge of
digital technologies, payment processing platforms, and managed solutions offerings.

Topic: How Innovative FinTech Firms Are Changing User Experience Expectations

KEYNOTE SPEAKER, Roger Tutterow, Ph.D.
Dr. Tutterow is Professor of Economics at Kennesaw State University where he holds the Henssler Finan-
cial Endowed Chair. In addition, he serves as Director of the Econometric Center, an applied research cen-
ter housed in KSU’s Coles College of Business. His analysis of the economic, business and political environ-
ments have been featured in a variety of media including Wall Street Journal, Financial Times, Business
Week, Forbes, USA Today, Atlanta Journal Constitution, Arizona Republic, Florida Times-Union, Kansas City
Star, Los Angeles Times, New York Times, Orlando Sentinel, Palm Beach Post, Wichita Eagle and on CNN,
CNBC, NBC, Bloomberg Television, NPR’s “Marketplace” and “All Things Considered,” CNN-Radio as well as
by regional electronic and print media.
Topic: The US Economy & Interest Rate Forecasting

Carissa Upshir, Principal Contact Center Strategic Initiatives, PSCU
Carissa leads the strategic initiatives for PSCU’s Contact Center Services and Solutions. Her role within
the Contact Center focuses on digital transformation and future-proofing operations. Since joining
PSCU in 2013, Carissa has been instrumental in projects that take advantage of technology to continu-
ally to enhance the member and agent experience. Carissa is credited with launching the first attended
bot in the contact center which increased agent productivity and reduced password management pain
points. In her role Carissa explores new ways to integrate technology seamlessly into the member and
agent experience with an emphasis on service scalability, ease of use and valuable data insights.
Topic: Center Experience for the Member
FLAMINGO HOTEL AND CASINO LAS VEGAS, NEVADA - September 8-11, 2021 www.ccacu.com
Conference Agenda
                              Volunteer Leadership Training - Board and Supervisory Committee Tracks
                               September 8-11, 2021 - Flamingo Hotel and Casino, Las Vegas, Nevada

WEDNESDAY, SEPTEMBER 8, 2021                                      FRIDAY, SEPTEMBER 10, 2021

1:00 pm to 5:30 pm                                                7:00 am - 2:00 pm
CCACU Conference Packet Pick Up                                   Hospitality Desk Open

3:00 pm to 5:00 pm                                                7:30 am - 8:30 am
Sponsor Set-Up                                                    Breakfast with the Sponsors

5:30 pm to 7:00 pm                                                8:45 am - 9:45 am
Welcome To Las Vegas Reception                                    Education Track
                                                                  James Buzek , Corporate One FCU - Cyber Security; Trends & Threats
THURSDAY, SEPTEMBER 9, 2021                                       Supervisory Committee Track
                                                                  Andrea Cooper, CUNA Mutual Group – Inspire Employees and Drive
7:00 am - 4:00 pm                                                 Business Results with Inclusive Leadership
CCACU Conference Packet Pick Up
                                                                  10:00 am - 11:00 am
7:30 am - 8:30 am                                                 Education Track
Breakfast with the Sponsors                                       George Middlebrook, Sherpa Technologies - Strategies for Credit
                                                                  Unions to Stimulate Growth
9:00 am                                                           Supervisory Committee Track
Pledge/Veteran Recognition– Mel Calloway                          Mike Bremer , CUNA Mutual Group - How to Mange the Risk of
Introduction of Council Board - Mel Calloway                      Diversifying Your Benefits Plan Investment Beyond Those Permitted
Children’s Miracle Network Update - Cindy Brock                   by Parts 703/704

10:00 am - 11:00 am                                               11:15 am - 12:15 pm
Keith Riddle, Sherpa Technologies - How Innovative FinTech Firm   Carissa Upshir , PSCU – Center Experience for the Member
are Changing User Experience Expectations
                                                                  12:30 Children’s Miracle Network Luncheon and Raffle
11:00 am - 12:30 p.m.
Keynote Speaker, Roger Tutterow, Kennesaw State University -      Dinner on your own
The US Economy & Interest Rate Forecasting
                                                                  SATURDAY, SEPTEMBER 11, 2021
12:30 pm - 1:30 pm                                                7:30 am - 8:30 am
Buffet Lunch                                                      Breakfast

1:30 pm - 2:30 pm                                                 8:30 am - 9:30 am
Brian Day, PSCU - Digital Transformation                          Jack McCall, Jack McCall and Associates - Bringing Out the Best in
                                                                  People
2:45 pm - 3:45 pm
Dan Mahalak, Mahalak Consulting Co. - Positioning Your Credit     9:30 am -10:30 am
Union for Future Consolidation and Mergers                        Dan Mahalak , Mahalak Consulting Co. - Bank Secrecy Act Training

                                                                  10:45 am
                                                                  Council Meetings

                                                                  Conclusion of Conference

             Schedule and topics subject to change.
FLAMINGO HOTEL AND CASINO LAS VEGAS, NEVADA - September 8-11, 2021 www.ccacu.com
Conference Registration

ATTENDEE INFORMATION (Please Print)
First Name___________________________________ Last Name_______________________________________
Name/Title to Appear on Badge__________________________________________________________________
Mailing Address_______________________________________________________________________________
City________________________________________              State_____________      Zip______________
Daytime Phone(_______)_____________________             E-Mail____________________________________
Credit Union/Company_________________________________________________________________________
Council Affiliation: (Please check one)
   □ Chrysler □ Ford          □ GM      □ International   □ Other_________________________________

GUEST/SPOUSE INFORMATION
Guest/Spouse Name___________________________________________________________________________

REGISTRATION FEES
CEO/Director/Supervisory Committee Member                      □ $995                        $________
Guest/Spouse                                                   □ $350                        $________
 (includes all events and meals)
Please note: One registration form per person, photocopies acceptable            Total Due   $________

CANCELLATION INFORMATION
      Before August 5, 2020            25% of registration cost, per person
      After August 5, 2020             No Refunds, substitutions only due to prepaid costs

Cancellation dates are firm and based on non-refundable monies prepaid for our conference.

PAYMENT INFORMATION
□    To Be Billed: E-mail this form to aplusplanners@yahoo.com
□    Online Registration at www.CCACU.com
□    Check - Please make check payable in the total amount due to A Plus Planners and mail it along with this
     form to: 4069 Brockton Manor North Drive, Greenwood, IN 46143

                      Any questions please contact Lisa LePage at 317-439-4614
                              or by e-mail at aplusplanners@outlook.com.
                              Visit www.ccacu.com for conference updates.
FLAMINGO HOTEL AND CASINO LAS VEGAS, NEVADA - September 8-11, 2021 www.ccacu.com
A PLUS PLANNERS
4069 Brockton Manor North Drive
Greenwood, IN 46143
FLAMINGO HOTEL AND CASINO LAS VEGAS, NEVADA - September 8-11, 2021 www.ccacu.com FLAMINGO HOTEL AND CASINO LAS VEGAS, NEVADA - September 8-11, 2021 www.ccacu.com
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