Idea Institute




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Idea Institute

The LSCU & Affiliates Idea Institute is an amazing innovation and idea-sharing event for progressive CUs. It will be held September 21 – 23, 2020 at the beautiful Westin Jekyll Island, Georgia.

Speakers/discussion facilitators are from within the CU industry.
Four of six presentations will be from credit union executives.
Hear from your peers on new and innovative initiatives and how they have gotten through challenges with the pandemic.
Network with other credit union executives, volunteers, and sponsor vendors at the golf course, at the educational sessions, over a meal, or at receptions.
Be sure to bring a few extra bucks to participate in a Wine Pull to benefit the Southeastern Credit Union Foundation!

This event is geared toward CEOs, C-Suite, Board Chairs, and/or progressive Board Members.

LSCU will continue to monitor and follow the available public health guidance to ensure our upcoming educational events will be safe and successful. Should there be a change in status of any event, we will inform all registered attendees and post information about changes on our events Calendar at a Glance and on our LSCU Statement on Coronavirus.

Agenda

Click here for a PDF version of the agenda.

Monday, September 21st
11:00 a.m. - 12:00 a.m. Golf Registration & Lunch
McCormick's Grill, 2nd Floor
Sponsored by:
CUNA Mutual Group
12:00 p.m. - 5:00 p.m. Best Ball Format Golf Event
Jekyll Island Golf Club
Sponsored by:
CUNA Mutual Group
4:00 p.m. - 7:00 p.m. Idea Institute Registration
Courtyard
5:30 p.m. - 7:00 p.m. Reception
Courtyard
Sponsored by:
Corporate On
7:00 p.m. Dinner on your own
Tuesday, September 22nd
8:00 a.m. - 9:00 a.m. Idea Institute Registration
St. Andrews Foyer
8:00 a.m. - 9:00 a.m. Breakfast
St. Andrews Foyer
Sponsored by:
Catalyst Corporate FCU
9:00 a.m. - 10:30 a.m. Maximizing Income in an Uncertain World
Tom Slefinger, SVP, Institutional Fixed Income Sales
Alloya Investment Services
Grand Ballroom
Sponsored by:
alloya Investment Services
10:00 a.m. - 10:30 a.m. Break
Sponsored by:
STS Group
10:30 a.m. - 12:00 p.m. Culture + Accountability = Success
Josh Cook, CEO, Community Choice CU
Grand Ballroom
Sponsored by:
CC Solutions
12:00 p.m. - 1:00 p.m. Lunch
St. Andrews Foyer/Grand Ballroom
Sponsored by:
CU Members Mortgage
1:00 p.m. - 2:30 p.m. Innovation Leads to Growth...Growth Breeds Opportunity
Mark Caverly, President, Local Government FCU
Dwayne Naylor, President, Civic FCU
Grand Ballroom
2:30 p.m. - 3:00 p.m. Break
Sponsored by:
CUNA Mutual Group
3:00 p.m. - 4:30 p.m. No Margin, No Mission...A Case for CUSOs
Paul B. Blackstone, Chieft Operating Officer, 121 FCU
Grand Ballroom
5:00 p.m. - 6:30 p.m. Reception
Observation Bar and Palm Terrace
Sponsored by:
Catalyst Corporate FCU
6:30 p.m. Dinner on your own
Wednesday, September 23rd
7:30 a.m. - 8:30 a.m. Breakfast
St. Andrews Foyer
Sponsored by:
CUNA Mutual Group
8:30 a.m. - 10:00 a.m. MSUFCU Labs: Fostering Innovation Across the Organization
April Clobes, President/CEO, MSUFCU
Grand Ballroom
10:00 a.m. - 10:15 a.m. Break
10:15 a.m. - 11:15 a.m. Strategies to Survive and Thrive Through Collaboration
Vim Anand, Principal, iServal.org, Strategic Consulting Services
Grand Ballroom
11:15 a.m. Adjourn
Speakers/Sessions
Tom Slefinger

SVP, Institutional Fixed Income Sales, Alloya Investment Services

Session Information
Tom Slefinger
Josh Cook

President/CEO, Community Choice CU

Session Information
Josh Cook

 

Mark Caverly

President, Local Government FCU

Session Information
Mark Caverly
Dwayne Naylor

President, Civic FCU

Session Information
Dwayne Naylor

 

Paul Blackstone

Chief Operating Officer, 121 FCU

Session Information
Paul Blackstone
April Clobes

President/CEO, MSUFCU

Session Information
April Clobes

 

Vim Anand

Principal, iServall.org, Strategic Consulting Services

Session Information
Vim Anand
 

 

Hotel Information & Room Reservations

Hotel
The Westin Jekyll Island
110 Ocean Way
Jekyll Island, GA 31527
(912) 632-4545
Register Here

Discover oceanfront tranquility at The Westin Jekyll Island, a four-star hotel brimming with inspired amenities. Located on the beach in Jekyll Island, Georgia, the hotel offers a unique mix of cutting-edge amenities and classic Southern charm. Enjoy intimate access to the area's top attractions, including the Jekyll Island Convention Center and Driftwood Beach. Welcoming guests with their signature Westin Heavenly® Beds, flat-screen TVs and complimentary high-speed Wi-Fi, accommodations set the tone for a relaxing, productive visit.

Click here for important COVID-19 information on the Westin Jekyll Island, hotel restaurants and other services.

Click here for important COVID-19 information from the Westin Jekyll Island on Social Distancing, Menus and Cleanliness.

Hotel Room reservations must be made prior to the cut-off date of the room block on Friday, August 23, 2020.

If contacting The Westin Jekyll Island by phone at (912) 632-4545 to discuss your room reservation, please be sure to reference that you are with the League of Southeastern Credit Unions’ event.

Event Registration

Credit Union Attendee & Sponsor Event Registration

Events

Monday, September 21st

Date/Time Event Location
11:00 a.m. - 12:00 p.m. Golf Registration & Lunch
Sponsored by:
CUNA Mutual Group
McCormick's Grill, 2nd Floor
12:00 p.m. - 5:00 p.m. Best Ball Format Golf Event
Sponsored by:
CUNA Mutual Group
Jekyll Island Golf Club
5:30 p.m. - 7:00 p.m. Reception
Sponsored by:
CorporateOne CU
Courtyard

Tuesday, September 22nd

Date/Time Event Location
5:00 p.m. - 6:30 p.m. Reception
Sponsored by:
Catalyst Corporate CU

Southeastern Credit Union Foundation (SECUF) Wine Pull
Sponsored by:
CUNA Mutual Group
Observation Bar and Palm Terrace
Sponsors

Golf Registration & Lunch and Best Ball Format Golf Event
Monday, September 21st | 11:00 a.m. - 5:00
Sponsored by:
CUNA Mutual Group    



Monday Evening Reception
Monday, September 21st | 5:30 p.m. - 7:00 p.m.
Sponsored by:
CorporateOne FCU



Tuesday Breakfast
Tuesday, September 22nd | 8:00 a.m. - 9:00 a.m.
Sponsored by:
Catalyst Corporate FCU



Tuesday Speaker - Tom Slefinger
Tuesday, September 22nd | 9:00 a.m. - 10:30 a.m.
Sponsored by:
alloya Corporate FCU



Tuesday Morning Break
Tuesday, September 22nd | 10:00 a.m. - 10:30 a.m.
Sponsored by:
STS Group



Tuesday Speaker - Josh Cook
Tuesday, September 22nd | 10:30 a.m. - 12:00 a.m.
Sponsored by:
STS Group



Tuesday Lunch
Tuesday, September 22nd | 12:00 p.m. - 1:00 p.m.
Sponsored by:
CU Members Mortgage



Tuesday Afternoon Break
Tuesday, September 22nd | 2:30 p.m. - 3:00 p.m.
Sponsored by:
CUNA Mutual Group



Tuesday Reception
Tuesday, September 22nd | 5:00 p.m. - 6:30 p.m.
Sponsored by:
Catalyst Corporate FCU



Southeastern Credit Union Foundation (SECUF) Wine Pull
Tuesday, September 22nd | 5:00 p.m. - 6:30 p.m.
Sponsored by:
CUNA Mutual Group



Wednesday Breakfast
Wednesday, September 23rd | 7:30 a.m. - 8:30 a.m.
Sponsored by:
CUNA Mutual Group

Cancellation Policy/Disclosures

Conference Cancellation Policy: All cancellations must be submitted in writing and/or email. Refunds will be issued in full through September 15, 2020. After September 15, the registration fee is non-refundable. Please submit cancellations in writing to education@lscu.coop.

Substitutions: Accepted at any time. Please submit substitutions in writing to education@lscu.coop.

Hotel Cancellation Policy: All hotel reservations will be made on a first come/first served basis. The Westin's room cancellation policy is 72 hours in advance without penalty. Any reservations cancelled with less than 72 hours' notice will incur the appropriate nights penalty. The courtesy of advance notice of cancellations will be appreciated by other credit union representatives who are on a wait list for rooms. In addition, guests checking out prior to their check-out date will be assessed one night's room charge plus applicable taxes and fees.

Hotel Cut-Off Date: Hotel Room reservations must be made prior to the cut-off date of the room block on Friday, August 23, 2020.

Jekyll Island, GA

Jekyll Island

Few places on earth are more inviting.

From the sprawling beaches to historic ruins, Jekyll Island is a beautiful blend of serenity and discovery. It is one of the most popular islands for those who visit coastal Georgia. This 5,500-acre island is home to 10 miles of shoreline and a variety of events, family-friendly activities and attractions. From the iconic Driftwood Beach to the island's historical homes, the Georgia Sea Turtle Center and more, Jekyll Island has something for everyone. As a State Park, Jekyll Island is a coastal haven where nature and humans peacefully co-exist.

From the moment you see the turtle crossing signs, you’ll know you’ve arrived somewhere special. A canopy of live oaks will draw you in. The sound of gentle waves crashing, and the salt air will immediate lower your blood pressure.

Click here for more information about Jekyll Island.

Golf Event

Golf

Best Ball Format Golf Event

Come enjoy a fabulous afternoon of golf!

Monday, September 21st

11:00 a.m. - 12:00 p.m. | Registration and Lunch | 2nd Floor/McCormick's Grill
12:00 p.m. - 5:00 p.m. | Best Ball Format | Jekyll Island Golf Club

In 1898, members of the Jekyll Island Club created the island’s first golf course. The island has been a heralded golf destination ever since, attracting such acclaimed designers as Donald Ross, Walter Travis and Joe Lee – as well as players from around the world.

The Courses on the island feature pristine lakes, marshes and forests. There are very few man-made obstructions here. But you will have to navigate the island’s alligators, osprey and deer.

Georgia’s largest public golf resort – known for true Southern hospitality and legendary landscapes.

*The golf course is 1 mile from the Westin Jekyll Island. Complimentary shuttle service is available from the hotel to the golf course. Please allow extra time to get over there with your golf clubs in time for registration

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