Education

Idea Institute

SDSCC

Reg Attendee - $649
Guest - $349
Golf (optional) - $195

Golf Clubs may be rented on site for $70.00

This event is for all LSCU & Affiliates members in AL, FL and GA and tends to draw CEOs and C-Suite of credit unions of all sizes. Idea Institute delivers information on innovation, new ideas and inspiration for management at credit unions. Hear from credit union executives and leaders in the industry on topics that impact your credit union. Attendees will takeaway actionable ideas.

Credit union solution providers apply to be a sponsor of this event and may not register as an "Attendee". Companies that are approved as a sponsor receive instructions on how to register as a "Sponsor". Thank you to our amazing sponsors for 2022. This event's sponsorships are SOLD OUT.


Stacie Branch

“Idea Institute is one of my favorite events to attend. I hear great information from presenters, and I get time to reflect on what we are doing at our credit union. We all can use more time to be exposed to new ideas and innovations.”

Stacie B. Branch, President/CEO, Interstate CU
$260 Million

 
Charles Head

“I have attended Idea Institute for years. This event is unique and always gives me new ideas. I leave with a list of things to do or to consider. It provides a space for strategic thinking and discussion about key challenges we all face.”

Charles Head, President/Chief Executive Officer/Director, Atlanta Postal Credit Union
$2.5 Billion

Hotel

SDSCC

Omni Amelia Island Resort
39 Beach Lagoon Rd.
Fernandina Beach, FL 32034

Hotel Room Rate - $374
(which includes the resort fee)

Hotel Cut Off Date - Thursday, March 17, 2022
(you will not be able to book at our discounted rate after March 10, 2022)

BOOK ROOM NOW     BOOK VILLA NOW

Sponsors

Thank You to Our Sponsors


LEVERAGE Logo


cuna


corp one logo


alloya logo


corp american logo


Catalyst


Catalyst


Credit Union Loan Source


Golf Sponsor

Thank You to Our Golf Sponsor


CACU

Golf

Idea Institute

Oak Marsh at Omni Amelia Island Resort

The Oak Marsh Golf Course is one of the truly classic Pete Dye-designed golf courses in the world. The course is noted for its tight fairways and small greens, meandering along serpentine salt marsh creeks and through the moss draped heritage oaks for which Amelia Island is famous. At par 72, this 6,500-yard course has 14 holes with water hazards and numerous bulk-headed greens.

Included in Golf Digest's prestigious list of the “Top 75 Resort Courses in the U.S”, Oak Marsh also was selected by Travel & Leisure Golf as one of” Florida’s 50 Finest Courses.”

Golfers may take a complimentary 5-minute shuttle from the hotel property to the golf course. A boxed lunch and drinks will be provided. Golf clubs may be rented on site for $70.00, payment will be due at the time of rental.

Monday, April 11, 2022

Time Event
11:00 a.m. - 12:30 p.m. Golf Registration & Lunch
12:00 p.m. - 5:00 p.m.

Best Ball Format Golf Event (Starts every 10 minutes)

Know Before You Go

We are thrilled to see you all next week at the Omni Amelia Island Resort. Please review this information below. Should you have any questions for us, the LSCU on-site staff are just a phone call or e-mail away. Our sessions will be packed with ideas, innovations and an opportunity to discuss the topics of each session with the presenters.

We wanted to also highlight that our new LSCU President, Samantha Beeler, will be at Idea Institute. She is excited to meet credit unions and our sponsors. Please make sure you take some time to chat with her. Safe travels and we will see you soon!!

Hotel:
Omni Amelia Island Resort
39 Beach Lagoon Rd
Fernandina Beach, FL 32034
Phone- (904) 261-6161
Concierge- (904) 432-1467

Click here to view location, directions and the resort map.

Agenda:

Attire:

  • • Resort Casual- expect mid to high 70s, and 80 degrees on Wed. Please make sure to bring an umbrella-- just in case. But so far, it looks like we have a low chance of rain each day.

Resort fee: $35.00 per day plus tax and is confirmed for this event.

  • • Resort fee includes:
    • • Unlimited Internet Access in all Guest Rooms
    • • On-property Resort Transportation Service
    • • Unlimited use of Health & Fitness Center
    • • In Room Coffee Service
    • • Local & Toll-Free Phone Access
    • • Resort Beach Access
    • • Preferred Racquet Club and Golf Course Reservation Access

Parking:

  • • Self-Parking: $20 plus tax per vehicle, per night
  • • Valet Parking: $35 plus tax per vehicle, per night

Hotel Dining

  • Click here to view times, locations, and menus for on property restaurants.
  • Click here to make a reservation for a restaurant on property.

Health & Safety

The COVID protocols are changing around the country, and we understand that moving forward guests will be in different comfort stages as time goes on. Omni Hotels & Resorts will continue with its current Safe and Clean protocols, but the resort will follow state and local mandates pertaining to guest and associate requirements for mask wearing and social distancing while indoors. Associates and guests are welcome to use masks as they see fit for their personal protection, but mask use is not mandatory at this time.

To date, we are following the State of Florida and local mandates. As of now, Florida remains open with no restrictions. Should new or revised guidelines that we need to follow come about, I am sure to share. We will continue to monitor Florida and Nassau County government updates and adjust accordingly when needed.

Closest Hospital:
Baptist Medical Center Nassau - 8miles from hotel
1250 South 18th Street
Fernandina Beach FL. 32034
904-321-3500

Closest Non-Emergency Care Facility:
Amelia Urgent Care – 9 miles from hotel
96279 Brady Point Road,
Fernandina Beach, FL 32034
904-321-0088

Closest Emergency RESPONSE TEAM:
• Fire Department Station- (904)548-4872
• Fernandina Beach Police- (904)277-7342
• Sheriff’s- (904)225-5174

Closest Grocery Store with Pharmacy:
Harris Teeter – 3 miles from hotel
4800 First Coast Highway, Shops at Amelia Market
Fernandina Beach, FL 32034
(904) 491-1213

Closest 2 Pharmacies:
CVS Pharmacy – 7 miles from hotel
870 Sadler Rd
Fernandina Beach, FL 32034
(904) 261-0836
Hours: 24 Hours

Walgreens – 6 miles from hotel
2101 Sadler Rd
Fernandina Beach, FL 32034
(904) 277-9615
Hours: Monday - Sunday 8:00 am – 10:00 pm

Cancellation Policy

All cancellations will incur a non-refundable $75 administration fee through March 31, 2022. Any cancellations after March 31, 2022, are non-refundable.

Speakers

Cinnamon Elliott

Cinnamon Elliott
Chief Talent Officer, Dover FCU

Cinnamon Elliott, MBA, CCUE is the Chief Talent Officer at Dover Federal Credit Union. She has been employed with Dover Federal for 16 years. Cinnamon started her career with the credit union as a teller, which is when she decided that she wanted to continue a career in finance. Cinnamon elected to remain working at the credit union because of the “people helping people” philosophy. She has a passion to help people in my local community to make financially sound decisions and makes a positive difference and their financial life.

Cinnamon has operated in various positions including Branch Manager, Director of Sales and Service, and Culture and Engagement Manager. While working at the credit union, Cinnamon completed her MBA at Wilmington University with a concentration in Organizational Leadership, received her Certified Credit Union Executive designation from CUNA Management School, and was a recipient of the Delaware Business Times Top 40 under 40 award in October 2021. As an active member of her community, she as served on various boards and committees.

As a member and representative of Dover Federal Credit Union, her goal is to make a positive and lasting impression on the members of our local community; to provide financial education and plans for those in need. Cinnamon has a personal goal to influence youth with an understanding and preparation for a life that will have a positive impact on their financial choices.

Brian Kaas

Brian Kaas
President and Managing Director, CMFG Ventures

Brian Kaas is President and Managing Director of CMFG Ventures, LLC and oversees all aspects of CUNA Mutual’s venture capital program. Additionally, Kaas serves as the Senior Vice President of Corporate Development at CUNA Mutual Group where he has led the acquisition of numerous companies. He serves as a board member for several fintech companies and is a frequent speaker on emerging fintech trends. Kaas joined CUNA Mutual Group in 2012.

Prior to joining CUNA Mutual Group, Kaas was a partner at the national law firm of Foley & Lardner where he handled a broad range of complex strategic transactions, mergers, acquisitions, and corporate restructurings.

Sumeet Grover

Sumeet Grover
SVP, Chief Digital & Marketing Officer, Alliant CU

Sumeet leads digital, marketing and member care functions. He is responsible for enterprise-wide digital and marketing strategies, digital product management, digital innovation and transformation, relationship expansion, marketing, acquisitions, brand, public relations, communications, banking operations, contact center, digital care, and member services. Prior to joining Alliant as CDMO, Sumeet held several leadership roles at Citi. He has a Bachelor’s degree in life sciences, Master’s in business management, and has extensive experience in marketing, digital, analytics, client experience, operations and technology.

Evelyn Royer

Evelyn Royer
VP Operations and President/COO CU Channels, LLC, Purdue FCU

Evelyn Royer joined Purdue Federal Credit Union in 1994 as the Internal Auditor. She has led the Accounting Department and subsequently developed the Risk Management Department. Today she oversees the majority of the credit union’s support departments like Loan Services, Payment & Deposit Operations as well as Loss Mitigation, Financial Wellness and Fraud Prevention. She is a licensed CPA and has been certified by the Credit Union National Association (CUNA) as a Credit Union Compliance Expert. She is currently involved in local organizations such as the United Way of Greater Lafayette and Lafayette Transitional Housing Center as well as state and national advisory boards with the Indiana Credit Union League (ICUL) and CO-OP Financial Services. From an innovation perspective, she has was an inaugural member of Indiana’s ignite group as well as former Filene i3 innovator tasked w/ developing solutions to address consumer and credit union challenges.

Personally, Evelyn is married to her husband Scott and have raised two beautiful young ladies in their early 20s. As an aside, both girls have graduated or going to graduate from Indiana University, the arch rival of the Purdue Boilermakers.

Mike Schenk

Mike Schenk
Deputy Chief Advocacy Officer for Policy Analysis and Chief Economist, CUNA

Mike Schenk has over 35 years of experience in the financial services industry. In 1992 he joined the Credit Union National Association (CUNA) – the largest and most influential national trade association advocating for America's credit unions. There are over 5,000 credit unions nationwide, with a total of more than 125 million memberships and $1.9 trillion in assets.

Mike is Deputy Chief Advocacy Officer for Policy Analysis and Chief Economist for CUNA and conducts economic research and supports CUNA’s public relations and advocacy efforts. His analyses regularly appear in trade publications such as Credit Union Magazine. He also is a frequent contributor to the financial media.

Schenk serves on the board of the Filene Research Institute, an independent, non-profit consumer and cooperative finance think tank. He also serves on the board of Summit Credit Union in Madison, Wisconsin – a $4.5 billion financial cooperative with over 200,000 members. In his 18 years on the Summit board Mike has served as Board Chair and has Chaired the credit union’s Asset-Liability Management and Risk Management/Internal Audit Committees.

Robin Brulé

Robin Brule
Senior Director, Philanthropic Partnerships, Filene

With more than 25 years of community leadership experience, Robin Brulé joined the Filene team to elevate Filene’s philanthropic partnership - approaches and cross-sector relationships.

A fierce advocate for social justice with a strong track record engineering, piloting, and scaling holistic service programs, Robin is now with Filene and previously served on their Think Tank while at $3 Billion Nusenda Federal Credit Union. She’s also held positions as Chief Strategist for New Mexico Center for Philanthropic Partnerships, Executive Director of Central New Mexico Community College Foundation and Director of Development for University of New Mexico Children’s Hospital during her more than 25 years of extensive community leadership. Robin holds a Bachelor’s degree in Business Administration and Management from the University of Phoenix.

A true influencer, Robin has been passionate about building communities through every career opportunity she has held. She plans to strengthen Filene’s ability to create cross-sector partnerships through philanthropy and ultimately, solve the complex problems facing credit unions and the communities they serve. Don’t forget to ask Robin about how she brought her socially conscious childhood into the lives of her own children, how she accidentally became an actress in college, and how she ended up taking a ride in a submarine and then in a hot air balloon.

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