On Site Schools

Personal Finance Institute 2008

September 10–12, 2008
Lansdowne, VA

Group Registration
Pay full price for the first registration and each additional attendee is just $1,000.00.

ABOUT THIS EVENT

Access research
and discussions on
financial literacy

Introducing CUNA's first Personal Finance Institute (PFI)

PFI is an engaging, hands-on session that will provide you with the tools and information to develop financially fit staff and members, including youth, adults and underserved.

In this three-day session, you will:

Create a strategic plan that increases the use of credit union products and services.
Learn how to change poor financial behavior.
Build a culture of financial learning to attract and help members—and position yourself as the "go to" resource in your community.

All participants will also receive a copy of CUNA's Model Youth Program Guide. All attendees will receive a prework packet to complete before the institute. See more details below.

The Personal Finance Institute is open to a limited number of participants--register early to guarantee your place in this program.

Keep your eyes open for more information on Topics and Instructors coming soon!

LOCATION

Personal Finance Institute 2008: September 10–12, 2008

NATIONAL CONFERENCE CENTER
18980 Upper Belmont Place
Lansdowne, VA 20176
Phone: (800)640-2684
Fax: (703)729-5382

LODGING DETAIL

Your registration fee includes two night's occupancy (September 10 & 11) and all meals and breaks for the duration of the Institute. Your budgeting is easy—you only pay for getting to and from the site.

We've selected a site designed specifically for learning and working just 12 miles from Dulles International Airport and 45 minutes from Washington, D.C. The National Conference Center is located on 110 scenic acres in the countryside of Lansdowne, Virginia. It's the perfect location for a dedicated working session, created especially for management meetings.

Single rooms with private baths include cable television with remote, telephone with voicemail and data port, ample desk space with ergonomic chair for work or study, complimentary high-speed Internet access (not wireless, requires cable), coffee-maker, hair-dryer, iron and ironing board.

Bring your sweats. Your registration includes complimentary use of a 32,000 square foot state-of-the-art sports center facility.

The National Conference Center is a non-smoking facility in both meeting and sleeping rooms. Designated outdoor smoking areas and receptacles are available.

For more program content information or to request a brochure call 800-356-9655, ext. 4049, or email lstandke@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.

TUITION Registration Fee, First Attendee: $1,295 Additional Attendees from the same credit union: $1,000 CUNA Council Members receive a $100 discount (first attendee only) Your registration fee covers all expenses once you arrive. It includes room accommodations for September 10-11, dinner on 9/10, breakfast, lunch and dinner on 9/11, breakfast and lunch on 9/12, all breaks, a reception and all conference materials. Participants are responsible only for their transportation to and from the site. All attendees will receive a complimentary copy of CUNA's Model Youth Program Guide. Affiliation with CUNA/League is required for attendance.
WHO SHOULD ATTEND Staff who believe that teaching financial literacy to their members and their community is necessary and vital to their credit union's future success. Participants should be involved in creating a strategic plan for their credit union that includes financial literacy as part of the mission and goals. For some, that's the CEO or VP of marketing or training. For others, it's a Board member or the business development officer. It doesn't matter what your title is, only that you are already committed to developing a "cradle to grave" financial education program that makes your members financially fit. We'll provide you with the tools and information to: Define "financially literate" for your members and staff. Find the best methods to reach and teach your target demographic. Improve use of products and services through improved financial literacy. Change the poor financial behavior of members (and staff) Build a culture of financial learning in your credit union and community. Benchmark and measure the results of your financial education goals. Assist in the creation of a national credit union program that recognizes excellence in financial literacy learning.
PREWORK Since this is a working session, you knew there had to be prework, right? We've designed it to prepare you for success. Approximately 1 month prior to the event, you'll receive a prework packet via e-mail. It will include: A profile to complete and return prior to PFI asking for information about Budget/staff for education # of members in various age categories Products/services currently offered that have an education component Tools currently used to measure education results Questions to benchmark yourself against the recent CUNA Financial Literacy Survey results To help participants all "sing out of the same songbook", you'll receive 4-5 readings) that cover Fascinating – and scary—information to ponder Philosophy to boost your learning Successful case studies to share with your team
TOPICS & OBJECTIVES
PREVIEW THE SCHEDULE
CANCELLATIONS Cancellations received in writing (via fax 608-231-4327) before the end of business on August 19, 2008 are eligible for a refund of the amount paid minus a $500 administrative fee and room costs. No refunds will be granted for cancellation requests received after August 19, 2008. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.
FREE PUBLICATIONS Try one of these publications free when you register for this program! Credit Union Magazine (6 months free!) Directors Newsletter (6 months free!) Find out more about these publications

AIRLINE INFORMATION United Airlines is the "Official Airline" for the programs. Call United's Specialized Meetings Reservation Center at (800) 521-4041 to make your airline reservations. Please reference ID# 553SF.
SHUTTLE AND AIRPORT INFORMATION The National Conference Center is 12 miles from Dulles Airport. It is 4 miles east from Leesburg, VA and 35 miles northwest of Washington, DC. A scheduled shuttle to/from Dulles Airport is available with a minimum 3-day advance registration. Visit http://www.conferencecenter.com/transportation.cfm for details. Cost is approximately $20 each way. Taxi service from Dulles Airport to the National Conference Center is approximately $35 each way. Parking at the National Conference Center is complimentary for guests.
For more program content information or to request a brochure call 800-356-9655, ext. 4049, or email lstandke@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.