Wednesday, April 6

Registration

7:30 am – 2:00 pm

Continental Breakfast

7:30 am – 8:30 am (All Attendees)

Solutions Fair

7:30 am – 8:30 am (All Attendees)

Welcome, Introductions & Opening Comments

8:30 am – 9:15 am (All Attendees)

TOUGH TIMES, TOUGHER TEAMS: Leave the Excuses to the Other Guys

9:15 am – 10:15 am (All Attendees)

Stan Slap, Corporate Strategist & New York Times “Top 10 Best Selling” Author of Bury My Heart at Conference Room B

Break

10:15 am – 10:30 am

Socialnomics: It’s a People-Driven Economy

10:30 am – 11:30 am (All Attendees)

Erik Qualman, Social Media/Technology Expert & Author of Socialnomics

An Insider’s Look at the Economic Scene: What's Happening in Washington and Its Effect on Business?

11:30 am – 12:30 pm  (All Attendees)

Peter Orszag, Member of President Obama's Cabinet and Director, Office of Management & Budget (2009 – 2010); Director, Congressional Budget Office (2007 – 2008)

Senior Leadership Luncheon

12:30 pm – 1:45 pm (CEOs, CFOs, COOs, EVPs & Board Members)

This hosted luncheon is part of the open discussion forum inherent in our executive program. We will share current information about our cooperative and our industry that will be important for every senior leader to hear.

Luncheon

12:30 pm – 1:45 pm (Credit Union Representatives)

Solutions Fair

12:30 pm – 1:45 pm (All Attendees)

Senior Leadership Executive Sessions

1:45 pm – 4:00 pm (CEOs, CFOs, COOs, EVPs & Board Members)

Senior Leadership Executive Q&A Session

Peter Orszag, Member of President Obama’s Cabinet and Director, Office of Management & Budget (2009 – 2010); Director, Congressional Budget Office (2007 – 2008) will be joining us for an insightful Q&A session on what’s happening in Washington and the impact the new legislation will have on credit unions and the national economy now and in the near future. Come prepared to ask the tough questions that concern you and your members the most.

Rosie Rios, Treasurer of the United States (2009 - present)

Interested in learning more about the duties and responsibilities of the Treasurer of the United States?  Then plan on attending this informative presentation and Q&A session by Treasurer Rios. She will share her timely insights on the important financial issues that are currently impacting credit unions; topics such as the national debt levels, monetary policy, electronic payments, US and world economy issues.

First Strategic Insights Sessions – PSCU-FS advisory staff presentations & handouts

1:45 pm – 2:45 pm (Credit Union Representatives)

(Select 1 of 4)

• "Life After Durbin – So, Now What?"
• "Best Practices for Managing and Growing Your Credit Card Portfolio"
• "Get On Board with an Innovative eCommerce Strategy and Maximize Member Engagement"
• "Call Center Tactics for Success"

Break

2:45 pm – 3:00 pm

Second Strategic Insights Sessions – CU staff "Best Practices" presentations

3:00 pm – 4:00 pm (Credit Union Representatives)

(Continuation of previous session)

• "Life After Durbin – Credit Union Insights"
• "Responding to Member Needs after the Card Act: Two Credit Unions Share Their Stories"
• "The Pursuit of eCommerce Excellence – Who’s in the Driver’s Seat?"
• "Increasing Sales & Enhancing the Member Experience in Your Call Center – Two Credit Unions Share Their Approach"

Senior Leadership Reception

6:00 pm – 7:00 pm (CEOs, CFOs, COOs, EVPs & Board Members & Their Guests)

Plan on joining your Senior Leadership peers at a private reception to kick off a very special evening of socializing, dining and entertainment.

Attire for this occasion is suit and tie for men, cocktail attire for women.

Cocktails in the Hill Country

6:00 pm – 7:00 pm (Credit Union Representatives & Their Guests, PSCU Staff & Vendor Partners)

Relax, mix and mingle with other member-owners outside on the Event Lawn 1. Cocktails and hors d’oeuvres will be served during this time for socializing and networking. This popular event is truly the perfect way to start a special evening of fun and enjoyment! 

Attire for this occasion is suit and tie for men, cocktail attire for women.

A Special Night of Enjoyment and Surprises

7:00 pm – 9:30 pm (All Attendees & Their Guests)

Come join us for an evening of fine dining and outstanding entertainment. You will enjoy a fabulous dinner in the Ballroom, and then be entertained by a very special guest. We promise this evening will be one you won’t soon forget. 

Attire for this occasion is suit and tie for men, cocktail attire for women.

Thursday, April 7

PSCU Financial Services’ - Fun Run/Walk

7:00 am – 8:00 am

We are very excited to once again offer the popular PSCU Financial Services Fun Run/Walk. Our Fun Run/Walk is a great way to kick off the last day of our Member Forum and promises to be a wonderful start to your Thursday morning. This is your rare opportunity to enjoy a brisk morning run or casual walk along the paved trails of the Texas Hill Country and enjoy the grand scale of this resort property. Special t-shirts will be given to each participant at the Member Forum registration desk. 

We’ll see you bright and early on Thursday! 

Registration

7:30 am – 2:00 pm

Senior Leadership Key Issues Open Forum Breakfast

8:00 am – 9:30 am (CEOs, CFOs, COOs, EVPs & Board Members)  

Thomas R. Greve, Publisher, Credit Union Times

Continental Breakfast

8:00 am – 9:30 am (Credit Union Representatives)

Solutions Fair

8:00 am – 9:30 am (Credit Union Representatives)

Welcome & Introductions

9:30 am – 10:00 am (All Attendees)

Successfully Navigating the New Payment Landscape

10:00 am – 11:00 am (All Attendees)

Chris McWilton, President, U.S. Markets, MasterCard Worldwide

Break

11:00 am – 11:15 am

FREAKONOMICS: Unconventional Thinking for an Unpredictable Economy

11:15 am – 12:15 pm (All Attendees)

Steven Levitt, Bestselling Author of FREAKONOMICS and SUPERFREAKONOMICS & Tenured Professor in the University of Chicago’s Economics Department

Luncheon

12:15 pm – 1:30 pm (All Attendees)

Luncheon for Special Guests with National Sales Team

12:15 pm – 1:30 pm 

Solutions Fair

12:15 pm – 1:30 pm (All Attendees)

Senior Leadership Executive Session

1:30 pm – 2:45 pm (CEOs, CFOs, COOs, EVPs & Board Members)

Senior Leadership Executive Q&A Session

Steven Levitt, Bestselling Author of FREAKONOMICS and SUPERFREAKONOMICS & Tenured Professor in the University of Chicago’s Economics Department

Strategic Insights Sessions

1:30 pm – 2:45 pm (Credit Union Representatives)

(Select 1 of 3)

• "Are We Managing Innovation or Managing for Innovation?"
• "Risk Management Starts with You"
• "Dealing with Ever Changing Federal Laws and Regulations"

Break

2:45 pm – 3:00 pm

PSCU Financial Services’ Annual Business Meeting

3:00 pm – 3:45 pm (Member-Owner Attendees only)

Closing Comments, Grand Prize Drawings & 2012 Member Forum Announcement

3:45 pm – 4:00 pm (All Attendees)

Texas-Style Hoedown & Rodeo

5:00 pm – 10:00 pm (All Attendees & Their Guests)

Jody Jenkins Western Band

Friday, April 8

PSCU Financial Services’ Annual Golf Benefit

6:45 am – 2:30 pm (Optional Group Activity)

TPC San Antonio, located next to the JW Marriott San Antonio Hill Country Resort & Spa, is the newest addition to the PGA TOUR’s TPC Network of premier clubs. TPC San Antonio opened for play in 2010 with 36 holes of golf designed by two of golf's most respected and innovative architects and World Golf Hall of Fame members, Pete Dye and Greg Norman. TPC San Antonio’s magnificent pair of championship golf courses offers epic golf in a pristine natural setting.

Situated inside the 2,800 rolling acres of the Cibolo Canyons development at the base of the beautiful Texas Hill Country, both the AT&T Canyons Course, designed by Pete Dye and PGA TOUR Player Consultant Bruce Lietzke, and the AT&T Oaks Course designed by Greg Norman and PGA TOUR Player Consultant Sergio Garcia are built with the infrastructure to be host venues for PGA TOUR tournaments.

Select the Golf menu choice on the left for pricing and course information!

Cruisin’ & Explorin’ San Antonio

10:00 am – 4:00 pm (Optional Group Activity)

The San Antonio River is the site of San Antonio's beginnings and the reason for its' founding. It was named by a Franciscan missionary who passed through the area in 1691. The river played an important part in San Antonio's history, and continues to do so for diverse reasons. 

We begin our Friday group activity with the opportunity to experience the river on the colorful River Cruisers. Our barge captain will provide historical and entertaining commentary as we pass through the pages of San Antonio History. 

After cruising the River, we are off to explore the El Mercado or Mexican Market. Serving as a hub of Commerce years ago, it has retained much of its charm of the past, with its quaint shops offering local crafts, art, clothing and food.  

Lunch has been arranged at La Margarita! Each guest will have a chance to try their version of a top shelf Margarita. 

Guests will then be taken to the Alamo for a brief historical talk about the importance of the battle of the Alamo or a formal tour if desired. You will then be given time to shop and explore the San Antonio River area on your own before returning to the Resort. 

Cost: $85 per participant. Transportation is provided.   

Optional group activity related fees paid by credit card will be processed at time of online registration. 

CEO/CFO/COO/EVP Events 

Expanding on a tradition of our successful Member Forums, we have enhanced the special opportunities to meet and discuss issues of significance that attending senior leaders are currently facing in their respective credit unions. By hosting a series of events uniquely for this group, we offer the opportunity for networking at the chief executive level along with a forum for discussions on subjects specially tailored for senior management. 

Senior Leadership Luncheon (Wednesday)

(CEOs, CFOs, COOs, EVPs & Board Members) 

This hosted luncheon is part of the open discussion forum inherent in our executive program. We will share current information about our cooperative and our industry that will be important for every senior leader to hear.

Senior Leadership Executive Sessions (Wednesday afternoon)

(CEOs, CFOs, COOs, EVPs & Board Members) 

Peter R. Orszag, Member of President Obama’s Cabinet and Director, Office of Management & Budget (2009 – 2010)

Peter Orszag will be joining us for an insightful Q&A session on what’s happening in Washington and the impact the new legislation will have on credit unions and the national economy now and in the near future. Come prepared to ask the tough questions that concern you and your members the most.

Rosie Rios, Treasurer of the United States (2009 - present)

Interested in learning more about the duties and responsibilities of the Treasurer of the United States?  Then plan on attending this informative presentation and Q&A session by Treasurer Rios. She will share her timely insights on the important financial issues that are currently impacting credit unions; topics such as the national debt levels, monetary policy, electronic payments, US and world economy issues.

Senior Leadership Key Issues Open Forum Breakfast (Thursday early morning)

(CEOs, CF0s, COOs, EVPs & Board Members) 

• Thomas R. Greve, Publisher, Credit Union Times 

Tom Greve will lead a lively discussion on the real issues facing credit unions today. He’ll drill down into these challenges during this open forum in a search for the answers and opportunities credit union leaders are looking for in 2011.

Senior Leadership Executive Session (Thursday afternoon)

(CEOs, CFOs, COOs, EVPs & Board Members) 

• Steven Levitt, Bestselling Author of FREAKONOMICS and SUPERFREAKONOMICS & Tenured Professor in the University of Chicago’s Economics Department

Steven Levitt is a tenured professor in the University of Chicago’s economics department (he received tenure after only two years) and is the recipient of the American Economic Association’s prestigious John Bates Clark Medal – given to the country’s best economist under 40.

Note: All presentation topics, speakers, times and group activities are subject to change.

Spouse/Guest Activity

(Optional spouse/guest activity on Wednesday)

Fredericksburg, Shopping, Lunch and Becker Vineyards Tour 

Come join us on a scenic tour of the Texas Hill Country. You will spend time in the quaint town of Fredericksburg, with an opportunity for shopping on your own. Fredericksburg was settled by a small group of German settlers in 1846. Many of the structures in this charming town retain traditional German styles in its native limestone buildings and century old gingerbread houses. Without a doubt, shopping in Fredericksburg is truly a delightful adventure! 

Lunch will be enjoyed at the Peach Tree Inn, a local favorite for generations. 

Our last stop for the day is a wine tasting and tour at the Becker Vineyards. This vineyard was planted in 1992 on the site of an ancient stand of native mustang grapes. The newer winery replaces an original 19th century German stone barn and stands beside the circa 1880 log cabin, water well and milk house recreating the appearance of the original farmstead. There are 36 acres of French Vinifera grapes planted in the vineyard and this winery hosts the largest underground wine cellar in Texas. 

Cost: $90 per participant. Transportation is provided.   

Spouse/Guest Activity

(Optional spouse/guest activity on Thursday) 

Wired Designs Studio, Lunch, Shopping and More 

For this tour, we invite you to create your own masterpiece. As a budding artist you will head to the Wired Design studio, located in the Artisans Alley. The Studio is world-renowned and you will be provided instruction on creating your own work of art. The art instructors will guide you through each step of creating a textured metal jewelry piece. Every student will then take their masterpiece home with them. 

Following class, lunch will be provided at the newly opened Pomegranate Room. A seasonal appropriate menu will be provided along with a glass of wine.  After lunch, time will be given for retail therapy at the unique specialty stores at Artisans Alley before returning to the JW Marriott resort. 

Cost: $110 per participant. Transportation is provided.