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CEO Summit

This will not be your typical conference. You will notice when you enter the room that this conference is about conversations. Our facilitators will guide you through tough issues facing all credit unions and collaboratively work on solutions. The candid conversations will be sparked by everyone's own opinion. How? An audience response application will be utilized to gauge the participant's feelings. So, bring your iPad, Smartphone or laptop. Don't have one, just let us know.


Strategies that surpass survival

Professional development

Interactive sessions utilizing Smartphone technology

Dialogue and candid discussions


Networking through pre-conference golf and a dinner cruise on the lake

Thursday, June 14

7 a.m. Optional Golf Outing at Osage National (7:30 tee-off)
noon Registration & lunch
1 p.m. CEO Summit begins
5 p.m. Hotel check-in
6-9 p.m. Dinner cruise


Friday, June 15

8 a.m. Group breakfast
8:45 a.m. Session begins
noon Group lunch
12:45 p.m. Debriefing
3 p.m. Conclude & drive safely




Jamie Chase founded the #1 credit union grant writing firm in the United States, CU Strategic Planning. She is internationally recognized for developing innovative programs for credit unions, Community Development Financial Institutions (CDFIs) and organizations working with Native populations. Her background as a former PBS producer and idealism in the cooperative credit union movement concentrate her contributions to the world in the advancement of financial justice and access to affordable capital. She is a national leader in the credit union movement and a past publicist for the World Council of Credit Unions. Her work for credit unions is prominent around the world today.

Chuck Cockburn's 25-year CEO track record (and 40 in the business) has been to profitably grow credit unions while significantly improving service and morale. The legacy he’s left at credit unions from coast to coast has been to create a foundation for long-term success.  Chuck’s consistent mastery of “the turn-around” at credit unions he’s touched is the reason the founder of Credit Union Strategic Planning recruited him. When the boards of Hudson Valley and Digital Credit Unions needed the best, they hired Chuck – and his team built a foundation for long-term success. Today, long after his departure, these credit unions are multibillion dollar, thriving organizations.


Pre-conference Golf Outing at Osage National Golf Course

Join us Thursday morning at 7:30 am for a round of golf at Osage National Golf Course.  Transportation will be provided to and from the course along with range balls.  As soon as you arrive at Osage National Golf Resort, you realize you're at a special golf destination. Drop your bags at the bag drop and one of our professional staff will take your golf bag to a modern and clean golf cart equipped with GPS.  The golf fee is $95.

Dinner Lake Cruise

We will depart from the dock at Camden on the Lake.  Dinner will be provided by the hotel’s chef along with an open bar.  You will also continue your afternoon conversations. There is no additional fee for the dinner cruise.

Registration Information:

The registration fee for the CEO Summit is $549 per person for registrations received before May 11. Registrations received after May 11 will be charged a rate of $649 per person.This fee includes all materials, speaker fees, premium, several group meals and refreshment breaks.

Spouses/guests are welcome to join us on the dinner cruise.  The fee is $100 per person before May11 and $125 after May 11.  All other meals will have conversations and activities and are not open to spouses/guests.

There is an optional golf outing at Osage National Golf Course on Thursday morning with tee-off at 7:30 am.  Transportation will be provided to and from Camden on the Lake.  You will also receive range balls at no cost.  The fee is $95 per person. 

Substitutions accepted anytime.  Refunds will be issued until May11 less a $100 administrative fee per person. Contact Professional Development at 314-542-1331 or to inquire about subsitutions or refunds.

Camden on the Lake Resort, Spa, & Yacht Club at Toad Cove is the newest and most luxurious full-service Resort to open at the Lake of the Ozarks in nearly a decade. The Resort is located adjacent to the famous H. Toad’s and the Toad Cove Entertainment Complex, at the seven-mile marker of Lake of the Ozarks and covers over a quarter of a mile of shoreline.  Hotel suites feature fireplaces, high-end cabinetry and moldings, built-in flat screen televisions, stereo tuner and surround sound, DVD and CD players, Hi-speed wireless Internet access, kitchenettes, king size beds with high thread count linens, lavish comforters, plus pillows, leather sofas with pull out sleeper beds, and more.

 Hotel Registration Deadline:  May 11, 2012

Reservations for the conference can be made by calling Camden on the Lake at (573) 365-562.  Deluxe hotel king suites are $139 per night and one bedroom grand suites are $189 per nights.   Reservations after May 11 are on a space/rate-available basis.  Be sure to mention the Missouri Credit Union Association and code MCUA0612 to receive the discounted rate.  Rooms must be guaranteed with a major credit card or one night’s deposit.  Check-in is at 4 pm.  Check-out is 11 am.

Scholarship Information:

A limited number of scholarships will be made available to credit unions from the Missouri Credit Union Charitable Foundation.  Please complete the scholarship application by Friday, April 20, 2012.










June 14th, 2012 12:00 PM   through   June 15th, 2012 3:00 PM
LAKE OZARK, MO 65049-7008
United States

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Event Info


June 14th, 2012 12:00 PM   through   June 15th, 2012 3:00 PM


LAKE OZARK, MO 65049-7008
United States

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