ANNUAL CONFERENCE 2011

AGENDA REGISTRATION MEMBERSHIP SCHOLARSHIP AWARDS

CONTENTS

Sponsors I

Registration II

About the Sandestin Hilton III

AGENDA Wednesday Agenda 1

Thursday Agenda 2

Friday Agenda 3

BIOGRAPHIES Dr. Ken Tucker 4

Craig Dismuke 5

Ken Futch 6

SCHOLARSHIP & AWARDS 7

Management Professional of the Year Award Form 8-9

Chief Executive of the Year Award Form 10-11

MEMBERSHIP INFORMATION 12

Membership Application Form 13

Golf Tournament Registration Form 14

Take a Moment to Thank Our Sponsors

Corporate America Credit Union www.corpam.org

CUDL www.cudl.com

CUNA Mutual Group www.cunamutual.com

FedCorp www.atmmachinesandservice.com

Florida Concepts www.floridaconceptsinc.com

Print Resources www.printresourcesinc.com League of Southeastern Credit Unions www.lscu.coop Leverage www.myleverage.com

Southeast Corporate Credit Union www.secorp.org

Talaris Cash Systems www.talaris.com

Trimmier Law Firm www.trimmier.com

TRIMMIER LAW FIRM

Vining Sparks IBG, LP www.viningsparks.com

Enclose payment and return to : SCUMA Annual Conference c/o Teresa Gray P.O. Box 380428 Birmingham, Alabama 35238or fax to (205) 437-2128

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2011 ANNUAL CONFERENCE REGISTRATION Complete and return by August 1st

Hilton Sandestin Beach Golf Resort & Spa Room Reservations (850) 267-9600, group code CUM

2011 Membership Fee ($100, if not already paid) $

**Please Suggest Topics for Beer Barrel Discussion**

Golf Tournament & Lunch, $150 $ Please list your team members

(1)

(2)

(3) Or

Ask to be placed on a team

Handicap: Conference Registration Fee $ 275.00

Second or additional person from same CU, $250 $

Spouse/Associate package (includes poolside dinner, lunch and two continental breakfasts, $100 $

Your Name:

Your Title:

Cell #: E-mail:

Phone #: Fax #:

Credit Union Name:

Address:

City/State/ZIP:

Second Person’s Name:

Title:

Cell #: E-mail:

Phone #: Fax #:

Third Person’s Name:

Title:

Cell #: E-mail:

Phone #: Fax #:

III

Coming on the heels of its $3.4 million Emerald Tower renovation in 2009, which included a complete transformation of 400 of the resort’s 600 rooms, the Hilton Sandestin Beach has refreshed the accommodations in its Spa Tower. The upgrades include everything from new sliding glass doors and window treatments to fresh paint. Also new for spring 2010, Hilton Sandestin Beach is now offering complimentary high-speed Internet in all 600 guest rooms. So whether visiting on business or with family, guests can stay connected in the comfort of their spacious accommodations. Throughout the year, the resort will also be actively offering special offers and incentives for its Facebook fans and Twitter followers. Luxurious Fun As always, groups to the Hilton Sandestin Beach enjoy stellar meeting facilities and excep- tional amenities. The resort hotel, a designated Florida Green Lodging property, offers spacious meeting and banquet facilities to accommodate more than 2,000 people. The hotel’s 32,000 square feet of meeting space contains the exquisite 10,000-square-foot Emerald Ballroom; the Coral Ballroom, perfect for groups from 25 to 400; the Boardroom, an intimate meeting space accommodating 14 with conference-style seating; 20 breakout rooms for workshops or smaller group sessions; and outdoor deck areas providing breath- taking views of the Gulf of Mexico. Plus, the hotel’s professional sales, event and confer- ence managers, with more than 109 years of combined experience, are dedicated to ensuring that each group gathering is a memorable one. When it is time to unwind, the Hilton Sandestin Beach helps its meeting guests make the most of their downtime with easy access to its relaxing resort amenities.

Wednesday 2011 Annual Conference

August 24-26 Hilton Sandestin Beach Golf Resort & Spa

CUManagers.com

(left) Felicia S. McKee, 2010 Management Professional of the Year (right) Betty Gorham

Wednesday -

August, 24 8 a.m. Golf Tournament Raven Golf Club,

lunch following 4:00 p.m. - 5:30 p.m. 5:30 p.m. - 6:45 p.m.

Conference Registration

Hot Topics/Cold Beer Barrel Session Discuss with your peers the issues that are

on your credit union's radar screen. Session led by Dr. Ken Tucker. Complimentary beer, wine, sodas and

bottled water 7:00 p.m. Dinner, beachside

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Thursday 2011 Annual Conference

August 24-26 Hilton Sandestin Beach Golf Resort & Spa

CUManagers.com

(left) Kaycee Bell (right) Brad Green, 2010 CEO of the Year

Thursday - August, 25

7:30a.m. Continental Breakfast 8:30a.m. Opening Comments 8:45a.m. Running Into the Wind: 3rd

Quarter Economic Assessment and Outlook

Craig Dismuke Senior Vice President, Chief Economic Strategist - Vining Sparks IBG, LP

10:15a.m. Leadership, Communication, and Team Building

Dr. Ken Tucker Dean of the College of Business - The University of West Alabama

Noon SCUMA Business Meeting, Elections, Lunch, & Awards Presentation

The CEO of the Year and the Management Professional of the Year honored.

4:30p.m. - 7:00p.m.

Hospitality Suite Open Southern hospitality, compliments of Leverage The League of Southeastern Credit Unions Service Corporation.

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Friday 2011 Annual Conference

August 24-26 Hilton Sandestin Beach Golf Resort & Spa

CUManagers.com

Friday - August, 26

7:30 a.m. Continental Breakfast 8:30a.m. Announcements 8:45 a.m. - Managing Change: 10:00a.m. Grabbing On or Holding

(left) Mark Johnson (center) Teresa Gray (right) Rocky Stewart

On?

10:30 a.m. Evaluations, Door Prizes & Adjournment

Ken Futch President - Ken Futch and Associates

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Dr. Ken Tucker Dr. Ken Tucker, a resident of Demopolis, Alabama, for the past 20 years, holds B.A. and Ph.D degrees from the University of Alabama and an MBA degree from the University of Alabama at Birmingham. He is currently serving as the Dean of the College of Business and Professor of Management at the University of West Alabama. Tucker also serves as Chairperson of UWA’s Foundation Board of Directors. During his previous tenure at then Livingston University, he was President of the Faculty Senate and received the Outstanding Business Faculty Award.

Dr. Tucker also spent six years as Director of Human Resources and Special Projects at Bryan Whitfield Hospital and two years at the Alabama Technology Network as Director of the Center for Forestry, Paper, and Chemical Technology. Prior to rejoining UWA as Dean, he spent seven years as Director of Training and Education for North American Operations at Weyerhaeuser Corpo- ration.

Dr. Ken Tucker

Active in community and civic affairs, Dr. Tucker has served as president of the Demopolis Chamber of Commerce and Demopolis Rotary Club, chairperson of the Demopolis Board of Education, member of Leadership Marengo County and Class X of Leadership Alabama, the Alabama Quality Award Board of Examiners, and the Board of Directors of the Demopolis City Schools Foundation and Marengo County Sports Hall of Fame. He is also a Sunday School teacher at the First United Methodist Church. He currently serves as Chairperson of the Marengo County Commission.

Among Dr. Tucker’s honors are the William Gilbert Award for Excellence in Teaching awarded by Livingston University, and the statewide award for Teaching Excellence and Professional Contri- butions given by the Alabama Association for Higher Education in Business. He is also a Rotary Club Paul Harris Fellow and was named Citizen of the Year by the Demopolis Chamber of Com- merce.

Additionally, Dr. Tucker is an active participant on the Lt. Governor’s Commission on Public Private Partnerships, the Alabama Workforce Development Council, the Center for Rural Alabama, and the Alabama Communities of Excellence Board of Directors. He is also a member of ODK, Kappa Delta Pi, Delta Sigma Pi, Blue Key, Delta Mu Delta, Phi Kappa Phi, and a number of national and international Who’s Who publications for Executives and Professionals.

Dr. Tucker is married to Mary Murray Tucker and is the father of four daughters: Allison, Kimberly, and twins, Lara and Rachel. He enjoys lifting weights, running, and socializing with family and friends

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Craig Dismuke

Craig Dismuke is a Senior Vice President and Chief Economic Strategist for Vining Sparks IBG. Advising portfolio manager’s rang-ing from some of the largest foreign banks to some of the smallest domestic financial institutions, he evaluates economic developments and fixed income sector performance to identify risks and opportu- nities within the U.S. market.

Craig Dismuke

Craig published daily, weekly and monthly articles for Vining Sparks as well as other national publications. He is also a frequent speaker at investment and industry conferences on the health of and expectations for the U.S. economy. Prior to joining Vining Sparks, he was a Managing Director in Institutional Fixed Income at Bear Stearns and Company. Craig is a graduate of Union University and completed his Masters of Science in Political Studies at the University of Memphis.

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Ken Futch, CSP

Ken Futch is president of Ken Futch and Associates, an Atlanta- based training company that teaches organizations and individuals how to turn opportunity into success.

Before founding his company in 1986, he was in sales and manage-ment with AT&T, where he was recognized for being the top revenue producer in a group of 6,000 salespeople. Ken's success led to his selection as a top trainer at AT&T's prestigious National Sales School.

Ken Futch, CSP

He is a native of the "Tar Heel" state and is a graduate of the University of North Carolina at Chapel Hill. He was commissioned as a lieutenant and served three years in the U.S. Army, including a tour in Vietnam as a combat platoon leader.

A past president of the Georgia Speakers Association and a former Toastmasters International humor champion, he delivers more than 100 high-impact programs annually. He has now trained over 100,000 people in seminars presented throughout North America and Europe.

He is the author of the book Take Your Best Shot, which is filled with priceless insights and stories about recognizing and achieving opportunities in life.

A passionate believer in lifelong learning, he has continued his own development by earning the designation of Certified Speaking Professional (CSP) from the National Speakers Association—a five-year educational and experiential process.

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Southeast Credit Union Management Association proudly offers two one-year scholarships to Southeastern Regional Credit Union Management School, also known as SRCUS. Scholarship covers tuition and housing. The one-week school, held three consecutive years at the University of Georgia in Athens, offers a comprehensive curriculum focusing on management, marketing and financial skills enhancement. Students must also complete projects and presentations.

All SCUMA members are urged to apply. Obtain an application from the League of Southeastern Credit Union’s Education Department at (866) 231- 0545. The deadline for submission is April 30th for the 2012 school.

Awards Judging occurs by a panel of SCUMA members. The Management Professional of the Year and CEO of the Year recipients will be recog- nized at the members’ annual business meeting to be held at the Hilton Sandestin Beach Golf Resort & Spa on Thursday August 25. You’re invited to use the application enclosed. Deadline for submis- sion is August 1.

Management Professional of the Year Award This award honors the achievements of a Non-CEO member of SCUMA who makes outstanding contributions to his or her credit union and the movement as a whole. Applications must be submitted by a member and signed by the credit union’s CEO (the CEO is not required to be a member of SCUMA).

CEO of the Year Award Here’s the popular award that has been the hallmark of your manager’s association for many years! This annual award recognizes the nominated Southeast Credit Union Management Association member whose performance, growth and service; personal service to the credit union movement and the communities to which the credit union resides, and leadership and development of reporting staff. Applications may be submitted by any SCUMA member, including the candidate. (and why wouldn’t you nominate your- self? Who knows more about what you’ve accomplished?)

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2011 MANAGEMENT PROFESSIONAL OF THE YEAR APPLICATION

The Southeast Credit Union Management Association’s membership is open to senior management staff in addition to CEOs. Please complete the following on the SCUMA member (not a CEO, President, or Manager) that you would like to nominate for Management Professional of the Year. This person may be nominated by any member of the Southeast Credit Union Management Association. Please use an additional sheet if needed.

Name of Management Professional nominated_________________________________________________ Management Professional’s Credit Union _____________________________________________________ Your name Your credit union Your cell phone number Signature of CEO

1) Examples of skills demonstrated:

2) How does the nominee participate in the credit union community such as chapter involvement, League board, legislative visits or committees?

3) What unique characteristics would qualify this nominee for this award?

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4) What efforts has this nominee made to expand his/her skills, knowledge and career growth?

The Management Professional of the Year will be recognized at SCUMA’s annual membership meeting on Thursday August, 25 at the Hilton Sandestin Beach Golf Resort & Spa. This application must be completed and postmarked no later than August 1.

Please return to: Southeastern Credit Union Management Association CEO of the Year Award c/o Teresa Gray P.O. Box 380428 Birmingham, AL 35238-0428

Or fax to: (205) 437-2128 Attn: Teresa Gray

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2011 CEO OF THE YEAR APPLICATION

Please complete the following on the CEO that you would like to nominate for the CEO of the year. CEOs may be nominated by any member of the Southeast Credit Union Management Association. Please use an additional sheet if needed.

Name of CEO nominated CEO’s credit union Your name Your credit union Your cell phone number

1) Examples of skills demonstrated:

2) What effect has the nominee’s involvement had on the success of his/her credit union?

3) How has the nominee helped to develop skills, knowledge and career growth of his/her credit union employees?

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4) How does the nominee participate in the credit union community, such as chapter involvement, league board, legislative visits or committees?

5) How is the nominee involved in his/her community?

Judges of the CEO of the Year competition will retrieve the credit union’s financial statements from NCUA.gov. The CEO of the Year will be recognized at SCUMA’s annual membership meeting on Thursday August, 25 at the Hilton Sandestin Beach Golf Resort & Spa. This application must be completed and postmarked no later than August 1.

Please return to: Southeastern Credit Union Management Association CEO of the Year Award c/o Teresa Gray P.O. Box 380428 Birmingham, AL 35238-0428

Or fax to: (205) 437-2128 Attn: Teresa Gray

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It’s the association created exclusively for credit union professionals and you’re invited to join.

Southeast Credit Union Management Association - formerly the Credit Union Managers Association of Alabama - maximizes your professional development investment by delivering an easy-to-reach network of your peers. You’ll be welcomed by the credit union professionals who have faced similar challenges, can offer customized solutions, and are available when you need assistance.

Since 1968, the purpose of membership in this organization is to strengthen our member performance by sharing information. You’ll find that networking, a highly rated annual conference tailored to the needs of credit union manage- ment, awards and scholarships...are all available to you as a member of the Southeast Credit Union Management Association.

Who is eligible for SCUMA membership?

Chief Executive Officers, Presidents and Managers of credit unions located in Alabama and Florida

Vice Presidents, Chief Operating Officers, Chief Financial Officers, Chief

Information Officers, Managers, Assistant Managers, and Branch Managers located in Alabama and Florida.

Retired members of SCUMA (or Credit Union Managers Association of

Alabama)

Dues for 2011 are only $100 and $90 (for second or additional members from the same credit union).

Visit CUManagers.com for forms and more. Take advantage of all that a SCUMA membership can offer you - join us today!!

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2011 MEMBERSHIP APPLICATION Membership is required to attend conference as well as apply for awards and scholarships

1) Member Name Title E-mail Address Direct Phone Number @ $100

2) Member Name Title E-mail Address Direct Phone Number @ $90

3) Member Name Title E-mail Address Direct Phone Number @ $90

$ Credit Union Total

Mailing Address City, State, ZIP

Payment Method:

Check/Share Draft enclosed

Deduct from my Corporate America CU, account number

Print Name Return form to: Teresa Gray Southeastern Credit Union Management Association C/O LSCU P.O. Box 380428 Birmingham, AL 35238-0428 Fax: (205) 437-2128

Authorized signature

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2011 GOLF TOURNAMENT REGISTRATION Shotgun Start at 8:00 a.m. Wednesday August 24th

Hilton Sandestin Beach Golf Resort & Spa Room Reservations (850) 267-9600, group code CUM

1) Player Name Credit Union or Employer Cell Number @ $150

I am playing with these three persons:

2) Player Name Credit Union or Employer Cell Number @ $150

3) Player Name Credit Union or Employer Cell Number @ $150

4) Player Name Credit Union or Employer Cell Number @ $150

I do not have a foursome yet. Please place me on a team.

My handicap is:

TOTAL $

Payment method: Please enclose a check/share draft, payable to Southeast Credit Union Management Association. We will confirm receipt of your entry. Thanks for choosing to join us … we’ll look forward to seeing you there!

Return form and payment to: Mark Johnson Naheola Credit Union P. O. Box 102 Pennington, AL 36916 205-654-2370 • Fax: 205-654-2373

ANNUAL CONFERENCE 2011

Hilton Sandestin Beach Golf Resort & Spa