Attend SunCorp's 2013 Member Forum and Rise to the Summit!

Why attend?

  • GAIN valuable knowledge you can use at your Credit Union.
  • ENGAGE in panel discussions from Lending to Business Services.
  • NETWORK with other Credit Union professionals and SunCorp staff.


The registration fee includes participation at all sessions, meals, and Monday night reception.

  • Registration Fee: $200 if registered after October 28th

  • Early Bird Discount Registration Fee: $175 if registered by October 28, 2013

  • Multiple Attendee Discount Registration Fee: $150 per additional attendee from the same credit union.

  • Optional Activity: Utah Jazz vs. Golden State Warriors Basketball Game: $25 per ticket



Reservation Deadline: Monday, October 28, 2013

Make your hotel reservation through the Hilton Salt Lake City Center for the special discount rate of just $109/night. Simply call the hotel directly toll-free at 1-800-HILTONS (445-8667). When booking your room, be sure to ask for the SunCorp room block. For more information about the Hilton Salt Lake City Center, please click here.


Monday, November 18, 2013

Time: Event: Location:
9:00 am - 1:00 pm Registration Canyons Foyer
1:00 pm - 2:30 pm Coming to our Census: Demographic, Economic, and Cultural Transformations Affecting Credit Unions with Dr. Pam Perlich from the University of Utah Bureau of Economic and Business Research Canyons A-B
2:30 pm - 2:45 pm Break Canyons Foyer
2:45 pm - 4:00 pm Break Out Session I: Credit Union Panel Discussion - Lending Canyon A
2:45 pm - 4:00 pm Break Out Session II: Credit Union Panel Discussion - Business Services Canyon B
4:00 pm - 4:15 pm Break Canyons Foyer
4:15 pm - 5:30 pm

General Session: Investments and Economics: What'sNext? with SunCorp's Geoff Smith, Director of Investment Sales and Charlie Watts, Sales & Marketing Manager

Canyons A-B
5:30 pm - 7:00 pm SunCorp Networking Reception Topaz
6:30 pm Optional Activity: Utah Jazz vs. Golden State Warriors Basketball Game ($25 per ticket) Energy Solutions Arena

Tuesday, November 19, 2013

Time: Event: Location:
8:00 am - 8:45 am Continental Breakfast Canyons A-B
8:45 am - 10:15 am General Session: ALM Study with SunCorp's Mark Schieffer, Executive Vice President and Chief Investment Officer Canyons A-B
10:15 am - 10:30 am Break Canyons Foyer
10:30 am - 12:00 pm General Session: Mobile's Journey Today: Quantum Leap? Secure Beachhead? Field of Land Mines? with Rick Stanton from the California and Nevada Credit Union Leagues Canyons A-B
12:00 pm - 1:30 pm Lunch Session: Maximizing the Benefits of SunCorp Membership with Cindy Maxwell, Business Development Officer Canyons A-B
1:30 pm Adjourn: Have a safe trip home!  


Pamela Perlich, Ph.D. | Senior Research Economist, Bureau of Economic and Business Research at the University of Utah

Prior to joining BEBR, she worked in the Utah Governor’s Office of Planning and Budget, concentrating on long run economic and demographic projections. She has researched, published, and taught on a wide range of topics over the course of her career. Although trained as an economist, she applies a multidisciplinary approach to develop data, modeling, and analysis that identifies ongoing demographic, economic and cultural transformations. The focus of her work is to illuminate these trends and the associated implications for the future, especially as they impact Utah. She is highly effective in communicating these ideas to a broad nontechnical audience, including ordinary residents as well as community leaders. She has received awards for teaching, publication, and public service. Her work in the community includes frequent speaking engagements for civic, education, governmental, corporate, and professional organizations. She often serves as a resource to the press, providing the Utah context for broader events. Pamela serves on numerous boards and commissions. Her most recent endeavor is the establishment of the UCDP, which will provide frequently updated neighborhood portraits that highlight the great diversity in our communities and how these change over time.

Rick Stanton | Senior Business Analyst, California and Nevada Credit Union Leagues

Rick started with the California & Nevada Leagues in October 2012 and currently works in Innovation and Strategy having responsibility in the areas of analysis related to launching and evaluating business lines and ongoing relationships with League strategic partners.

Rick has an over twenty-three year background in financial institutions ranging from Senior Vice President over Retail Bank Operations at Glendale Federal Bank and a seven-year history leading Business Development and Product Management of Correspondent Services at WesCorp. In between working for these two organizations Rick spent five years working in retail promotional marketing for a small consulting and outsource business servicing clients such as WalMart/SAM’s Club and Longs Drug Stores.

Rick graduated from California State University at Long Beach with a degree in History and also graduated from Western CUNA Management School in 2009. Rick and his wife, Dianna live in Southern California close by to their family of four children and six grandchildren.


Contact Shannon Pulkrabek, Sales and Marketing Assistant, at or Charlie Watts, Sales and Marketing Manager, at