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Credit Union
March 11 - 14, 2027| TradeWinds Island Grand Resort |
Revitalize your spirit, refresh your skills and renew your dedication at CU Conferencesʼ annual Credit Union Spring Training Conference. Held during two different weeks in March and in two invigorating & scenic locations.
And, you will have valuable networking time with fellow board of directors, board chairs, supervisory committee members, senior managers, marketing and business development managers and other credit union professionals from across the country.
Earn 10.8 CPE credits while attending this conference.
Conference Quick Links:
Registration & Hotel Information
Registration & Hotel Information
Conference Registration
Conference Registration
We offer an excellent educational return on your conference investment. Register early for the best conference rates!
On or Before January 7, 2027: $1395
January 8, 2027 – February 11, 2027: $1445
February 12, 2027, and Beyond: $1495
Guest Program: $259
Guest Program
Guest Program
Our guest program enables your registered guest(s) to join you during the following conference events: ($259 additional per guest)
Thursday's Welcome Reception
Friday's Breakfast
Friday's Sit-Down Luncheon
Saturday's Breakfast
Hotel Reservation
Hotel Reservation
Call the TradeWinds Island Grand Resort at (800) 808-9833 or Book Online. Be sure to mention CU Conferences' Spring Training 2027 to receive special rates starting at $309.
Rates are based on availability. If you are unable to book a room, call CU Conferences at 888-465-6010 for assistance.
New Restaurants Now Open!
Experience the newly opened coastal American bistro and bar that provides an upscale, yet casual atmosphere. Delight in all-day dining with a diverse selection of food and drinks. Enjoy both indoor and outdoor seating options with scenic views, complemented by an impressive craft cocktail selection.
The Hall - Perfect for When You're "On The Go"
Coastal Pizza: A casual spot to enjoy a classic or specialty pizza, perfect for any relaxed meal with family or friends.
Sunshine Ground N' Goods: The perfect way to start the day. Savor freshly brewed Kahwa coffee and handcrafted pastries or grab a tasty sandwich, salad, or cold beverage.
Ice Cream Shop & Candy Bar: Treat yourself to sweet creamy goodness. Indulge in handcrafted ice cream made with rich, local ingredients.
A casual taqueria and tequila bar featuring a vibrant ambiance and ample seating. Revel in the high-energy, bar-centric vibe with handcrafted food and an exceptional tequila selection, all in a unique beachside setting. Open for lunch and dinner
And of course... Palm Court Italian
Experience Palm Court Italian, where classic red-sauce American Italian cuisine and fine wine come together in a relaxed ambiance for a welcoming dining experience. Their menu is perfect for large parties and sharing, making every meal a memorable gathering of friends and family. Savor perfectly grilled meats and seafood, alongside expertly prepared classic pasta dishes. Each dish is crafted with the finest ingredients, delivering a taste that is both authentic and delicious. With their extensive wine list, you'll find the perfect pairing for every dish. The beautiful outdoor patio is ideal for al fresco dining, offering a charming courtyard and starry night views.
This charming eatery is a favorite among locals and visitors alike, regularly ranking as one of the top restaurants in St. Pete Beach.
And also... RumFish Grill at their Sister Property, RumFish, a block away!
Don't miss the extraordinary RumFish Grill - the ultimate marine dining experience. Here you'll dine on sustainable seafood in an under-the-sea atmosphere which features a 33,500-gallon aquarium featured on Animal Planet's “Tanked” TV show!
Airport and Ground Transportation
Airport and Ground Transportation
Tampa International Airport (TPA) and St. Petersburg-Clearwater International Airport (PIE) are both 40 minutes from the Tradewinds Island Grand Resort
Bats Taxi is approx. $54 from the airport to the hotel
**All rates listed are subject to change and are estimates. Please check rates with the ground transportation taxi and shuttle booth prior to departure.
Weather
Weather
The weather in St. Petersburg during the month of March is downright nice. That may be why so many major league baseball teams call the area home during spring training. The average temperature reaches a high of about 76° during the day and 63° in the evenings.
Speaker Information
Speaker Information
Peter Fugaro, CMB
President
Prymak LLC
Nicolette Lemmon, President
LemmonTree Marketing Group
& Board Director, Arizona Central Credit Union
Tammy O'Hara, Executive Benefits Consultant
PARC Street Group
Rob Smith, VP & Regional Investment Director
LPL Financial
Conference Agenda
Conference Agenda
Schedule subject to change.
Registered guests are welcome during these (GP) credit union conference events.
Earn 10.8 CPE credits while attending this conference.
Thursday, March 11, 2027
Thursday, March 11, 2027
11:30 a.m. - 1:00 p.m.
11:30 a.m. - 1:00 p.m.
Conference Registration
Conference Registration
1:00 - 1:15 p.m.
1:00 - 1:15 p.m.
Opening Remarks
Opening Remarks
1:15 – 2:15 p.m.
1:15 – 2:15 p.m.
Topic TBD
Topic TBD
Tammy O'Hara
Executive Benefits Consultant
PARC Street Group
2:15 – 2:30 p.m.
2:15 – 2:30 p.m.
Networking and Refreshment Break
Networking and Refreshment Break
2:30 – 3:30 p.m.
2:30 – 3:30 p.m.
Topic TBD
Topic TBD
Rob Smith
VP & Regional Investment Director
LPL Financial
Rob Smith
VP & Regional Investment Director
LPL Financial
3:30– 3:45 p.m.
3:30– 3:45 p.m.
Daily Wrap Up
Daily Wrap Up
5:00 – 6:00 p.m. (GP)
5:00 – 6:00 p.m. (GP)
Welcome Reception
Welcome Reception
Join us for cocktails, light dining, and great conversation. Paid registered guests are welcome to attend.
CU Conferences is grateful for the support of its sponsor, PARC Street Group, and would like to thank them for sponsoring the reception.
Friday, March 12, 2027
Friday, March 12, 2027
8:00 – 9:00 a.m. (GP)
8:00 – 9:00 a.m. (GP)
Breakfast
Breakfast
Join us for a hearty breakfast. Paid registered guests are welcome to attend.
9:00 – 9:15 a.m.
9:00 – 9:15 a.m.
Opening Remarks
Opening Remarks
9:15 – 10:15 a.m.
9:15 – 10:15 a.m.
Topic TBD
Topic TBD
Peter Fugaro, CMB
President
Prymak LLC
10:15 – 10:30 a.m.
10:15 – 10:30 a.m.
Networking and Refreshment Break
Networking and Refreshment Break
10:30 – 11:30 a.m.
10:30 – 11:30 a.m.
Topic TBD
Topic TBD
Rob Smith
VP & Regional Investment Director
LPL Financial
Rob Smith
VP & Regional Investment Director
LPL Financial
11:35 a.m. – 12:35 p.m.
11:35 a.m. – 12:35 p.m.
Discover Your Credit Union Story to Enhance Member Recruitment – Part I
Discover Your Credit Union Story to Enhance Member Recruitment – Part I
Nicolette Lemmon
President, LemmonTree Marketing Group
& Board Director, Arizona Central Credit Union
Technology has pushed the financial industry into new competitive arenas and given consumers more choices than ever before. The result has been the emergence of a new member dynamic because of the many options in the marketplace. This market demands the development of new strategies to meet the challenges of attracting and retaining members.
From the front line to the board of directors, your credit union can thrive when everyone takes on the role of cheerleader with personal stories.
Your Connection – Why did you join your credit union and what services have you used? The idea is that personal stories are among the credit union's most powerful branding tools.
Your Personal Values – What values are important to you that may also be a trigger for someone new to join? When a staff person, management team member, or board member can confidently explain why they serve and why the credit union matters, they become credible ambassadors who reinforce the organization's mission every time they speak in the community.
Your Member Experience – To personalize the credit union to members as a trusted financial partner, can you share a couple good experiences you have had? Facts and financial products inform people, but authentic experiences inspire trust.
Nicolette will lead the group in fun exercises to help attendees build their own story that others can relate to in choosing a financial services provider. Plus, the group will explore how to share their stories on social media, in volunteer opportunities, during special events and more.
Ultimately, the session is about discovering personal credit union stories to contribute to your credit union’s success. Attendees will be reminded of the benefits and processes of how staff, management and board can easily discuss why others can choose the credit union as a financial services partner.
12:35 – 1:35 p.m. (GP)
12:35 – 1:35 p.m. (GP)
Group Luncheon
Group Luncheon
Join us for lunch. Paid registered guests are welcome to attend.
1:35 – 2:35 p.m.
1:35 – 2:35 p.m.
Discover Your CU Story to Enhance Member Recruitment – Part II
Discover Your CU Story to Enhance Member Recruitment – Part II
Nicolette Lemmon
President, LemmonTree Marketing Group
& Board Director, Arizona Central Credit Union
Join Nicolette after lunch for the continuation of her presentation.
2:40 – 3:40 p.m.
2:40 – 3:40 p.m.
Topic TBD
Topic TBD
Peter Fugaro, CMB
President
Prymak LLC
3:40 – 3:45 p.m.
3:40 – 3:45 p.m.
Daily Wrap-Up
Daily Wrap-Up
Saturday, March 13, 2027
Saturday, March 13, 2027
8:00 – 9:00 a.m. (GP)
8:00 – 9:00 a.m. (GP)
Breakfast
Breakfast
Join us for a hearty sit-down breakfast. Registered guests are welcome to attend.
9:00 – 9:15 a.m.
9:00 – 9:15 a.m.
Opening Remarks
Opening Remarks
9:15 – 10:15 a.m.
9:15 – 10:15 a.m.
Topic TBD
Topic TBD
Rob Smith
VP & Regional Investment Director
LPL Financial
Rob Smith
VP & Regional Investment Director
LPL Financial
10:15 – 10:30 a.m.
10:15 – 10:30 a.m.
Networking and Refreshment Break
Networking and Refreshment Break
10:30 – 11:30 a.m.
10:30 – 11:30 a.m.
Topic TBD
Topic TBD
Peter Fugaro, CMB
President
Prymak LLC
11:30 – 11:45 a.m.
11:30 – 11:45 a.m.
Conference Wrap-Up
Conference Wrap-Up
Sunday, March 14, 2027
Sunday, March 14, 2027
Travel Day - Have a Safe Trip Home!
Travel Day - Have a Safe Trip Home!
Register Early and Save!
Register Early and Save!
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