Join Ontario’s Credit Union Leaders September 17th - 19th, 2006

Nottawasaga Inn ResortAlliston, Ontario

Where Credit Union Leaders ConneCt

Platinum sponsor

Better than everValuable Hands On Executive Workshops

Gala Reception and Awards Banquet

New this Year! - Ontario CEO Panel Debate. Panel guests include: John Lahey-FirstOntario, Fausto Gaudio-italian Canadian savings, David Bird-Virtual One, Lori Gaudette-Oshawa Community, Gary seveny-alterna savings

Networking Opportunities

Build your Credit Union and your career

An Outstanding lineup of Professional Keynote Speakers including:

Sam Geist speaking on the topic of “Differentiation” in our business.

Nina Spencer on finding the “Passion in our Profession”

and one of todays most relevant credit union topics “Marketing to the Youth Market” presented by the exciting and very interesting Peter Van Stolk who has mastered the art of getting through to young people.

Who Should attend?Credit Union Leaders • Presidents & CEO’s • General Managers • Senior Management including Marketing, human resources, Operations and their staffs

Why the CuMa ConferenCe?this is the conference that gives credit union executives the tools, the connections, the information and the inspiration to take their careers all the way.

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Early Bird cut-off

July 31st

solutions • PartnErshiPs • PErformancE • rEfocus • rE-commit

cast your nomination for thE 2006 Manager of the year aWard BEforE sEPtEmBEr

5th... nomination form includEd in

this PackagE.

What is it?Level Five Strategic Partners Inc. and The Credit Union Managers’ Association of Ontario (CUMA) are pleased to sponsor the credit union “Manager of the Year Award”. The award is designed to recognize those Managers who exemplify a high standard of leadership and service to credit unions, their owners and communities.the annual recipient of this prestigious aWard Will receive:A $1,500 cash award.

A $1,500 donation made on their behalf to the Ontario Credit Union Charitable Foundation. An individual award of recognition to proudly display in their office. Their name inscribed on a plaque that will be displayed on the 8th floor at Credit Union Central of Ontario.A letter of recognition for their achievement. Featured on the CUMA and Level Five websitesWho should be nominated?The ideal candidate for the Manager of the Year Award will demonstrate

high standards of leadership within their credit union, the credit union system, and/or their community. The successful candidate will be selected, keeping in mind the mission statement of CUMA, based on the contributions of the individual to serve those around them. If you know someone that you feel deserves recognition for their contributions, we invite you to submit their name for nomination. Past nominee’s who have not won the award are welcomed.

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nomination procedures1. Identify a Manager whom you feel is deserving of this prestigious award.

2. Submit their name along with a description of what makes this person a worthy nominee. Please provide any supporting documentation that will help the selection committee with their decision. Documentation could include a letter from a member acknowledging superior service, community involvement information, peer or staff input, or any other information that you feel is appropriate.3. Submit this completed form by September 5th, 2006 to the CUMA

Manager of the Year selection committee:Attn. Candis Mirtl at Level Five Strategic Partners Inc.23-4444 Eastgate Parkway, Mississauga, Ontario,L4W 4T6 or Fax to 905-478-4038 or On-Line atwww.cuma.ca “CUMA Awards”4. The selection committee consisting of 3 CUMA Board Directors will:

Review all nominations Seek additional information if required Select the Manager of the YearThe successful nominee will be presented with their award by CUMA and

Level Five Strategic Partners at the annual fall CUMA conference awards banquet.

Who Qualifies?All active members of CUMA in good standing as defined by the CUMA general by-law. (See Conference Brochure or www.cuma.ca)

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Manager of the Year awardCO-spOnsOred by:and

If you would like additional information, please contact either Charlie Collura at ccollura@hmecu.com, 905-575-8888;

or Candis Mirtl at cmirtl@levelfive.ca, 1-888-311-3030 ex.222. We thank you in advance for your submissions.Wnomination formI / We nominate: ____________________________________________________________________________________________________

Name:____________________________________________________________________________________________________________

Credit Union _______________________________________________________________________________________________________

Please describe in an attached document why you feel the nominee is an ideal candidate to receive the Manager of the Year award (please include any

back- up material or documentation to support this nomination.)Submitted By: (Two signatures required)Name:___________________________________ Signature: _______________________________Phone #: (_______) __________________

Name:___________________________________ Signature: _______________________________Phone #: (_______) __________________

Date: ___________________________________Deadline to Nominate is September 5th, 2006

CUMA

Differentiate or Die! Sam GeiSt - sPonsorEd By crm

Sam Geist’s business programs are not just theoretical speeches, they offer tangible ideas, and solutions. They provide a wealth of relevant information as well as the impetus to act on it. Sam questions. He challenges. He informs. He refocuses participants. He provides actionable strategies to address the obstacles faced by so many of today’s organizations.

During hands-on, interactive discussions and brainstorming workshops, Sam uses the Socratic method to encourage participants to question themselves, to think about their business in new ways in order to change, improve, and grow. He insists that asking tough questions – and answering them honestly – is crucial to the well being of your organization. He shows you how to capitalize on your resources, and how to use your knowledge more profitably than you ever did before.

GettinG PaSSion out of your ProfeSSion nina SPencer - sPonsorEd By s.i.t.

For many, successfully getting through the pressure filled days of an ever changing and challenging work environment – with a smile still upon your face and a sincere desire to continue serving your staff and members, alike – feels like an episode of a soon to be aired new TV reality show: Survivor Workplace!”

What’s the one thing that’s more contagious than passion for your profession? The lack of it!

This inspiring, informative and interactive keynote is designed to give CUMA conference attendees a much needed “time out” forum to examine and apply strategies for reconnecting with their early days, original passion for the good work they perform and apply these lessons learned to their daily interactions with both internal staff and colleagues, as well as members.

marketinG to the youth market

Peter van Stolk - PreSiDent anD ceo JoneS SoDa

sPonsorEd By cusourcE

Whether you are opening a can of “Whoop Ass” in a tattoo parlor or staring at a Jones Soda with a label featuring a picture of your children, you’ve encountered the marketing wizardry of Peter van Stolk. The man is not exactly what you’d come to expect from one of Advertising Age’s Marketing 100 or maybe he is. And maybe that’s the point.

Peter van Stolk entered the highly competitive beverage industry, learned the rules and then promptly rejected them. Why follow the rules of giant’s Coca Cola and Pepsi when those rules don’t help you? Peter has been able to attract attention by setting his products apart from the rest and developing an emotional bond with his customers. This bond has attracted the attention of the New York Times, CNN, People Magazine and INC. magazine. Fox, BMG and Armani A/X endorse Urban Juice and Soda products free of charge.

Ready to Stand Out in the crowd?

“Achieving Sustainable Organic Growth within your membership”…What is it? Why is it so important? and How to achieve it? - Strategic

Solutions Group (SSG) works with Credit Unions across Canada in achieving organic growth within their membership by identifying members with the

highest potential of responding to a product and or service thus optimizing sales and operational efforts. SSG will demonstrate the importance of organic

growth and how crucial it is for achieving member loyalty and increase share of wallet. Learn more about advanced analytical tools, practical experience,

implementing effective member strategies, and building a stronger sales culture within your Credit Union. SSG is part of the CUIS program brought to you by

CUMIS and the Co-operators. - sponsored by CUis

“The Frontline Experience - How the Branch Experience Drives Credit Union Growth by Appealing to Member Relationship Segments” - The

traditional underpinnings of competition in retail banking have been convenience, product pricing, service quality and establishing trusted relationships.

However, recent groundbreaking research has demonstrated that the concept of relationship banking really needs to be re-examined. Come learn about the

5 distinct member segments that make up your membership and what each of them wants from your credit union. Find out about the latest retail-service

delivery strategies being used to drive credit union growth by appealing to these service segments. - sponsored by 1st Financial Building Corporation of

Canada

“New Credit Union and Caisse Populaires Act Review” - Join your colleagues and hear a complete update on the legislative status of the Act as well as

an open and frank discussion regarding the proposed changes. - this workshop will be presented by DiCO, David Guiney and harry Joosten Chair of

the Legislative affairs advisory Committee - sponsored by signature Group and selient

Sam Geist “Why Should Someone do Business with You Rather than Someone Else?” - Our conference Opening Keynote speaker takes his

audience into a powerful hands-on interactive brainstorming workshop, asking us tough questions about our organizations and providing us with an

entertaining, enlightening experience - one that will both explore new possibilities and open doors to new opportunities. - sponsored by Gunnebo and

Credential

Nina Spencer - “Going Deeper with Getting Passion Out of Your Profession: How to keep loving your living...come what may (and inspire staff to do the same)” - Our second keynote speaker Nina Spencer will expand on ideas and concepts introduced in the keynote presentation. In this workshop Nina will

shift to a dynamic and very interactive session that takes participants deeper into the art of finding passion in your profession. - sponsored by s.i.t.

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Executive Breakout workshops

We Stand Out...cuma aGm

How are you going to make your mark in the Credit Union Industry? Why not consider representing your peers and colleagues by running for a seat on the CUMA Board of Directors? The Credit Union Managers’ Association (CUMA) attracts industry professionals who share a vision of co-operative principles for financial services. These decision makers benefit from attendance at the annual conference where small, medium and large credit unions stand on equal footing in an exchange of best practices, challenges and success.

Be sure to attend the CUMA AGM at 11:45am on Tuesday the 19th. Agenda items include: President’s Report; Treasurer’s Report; Elections; New Business

You Can Too...cocktail recePtion, cuma Gala Dinner anD awarDS banquet

dine in style at the CUMa awards Banquet then celebrate the achievements of colleagues and fellow CUMa members with the Concentra Financial 25 Year service awards, CU source - CUiC awards, the Young Leaders award, the CUMa Manager of the Year award co-sponsored by Level Five.

NomiNate your choice for the 2006 cuma maNager of the year - NomiNatioN form eNclosed

CUMA Conference 2006 promises an excellent lineup of Executive Breakout and Plenary Workshop sessions and presenters. Here’s a look at what’s in store for our delegates and guests.

cuma conference 2006 executive breakoutS

TUESDAY PLENARY INTERACTIVE SESSION

CUIS brings the experience, solutions, support, relationships and results that help you stay at the forefront of change, focused on your

business success and delivering outstanding service to your members”. www.cuis.com

Platinum Conference Partner

gold sponsorsServices to Credit Unions delivers to Canadian credit unions an expanded solution portfolio in order to compete with global players, while maintaining and developing community values. CGI offers a full range of IT solutions including core banking, electronic card processing Issuer and Acquirer services, as well as gateways to national credit union suppliers such as MemberDirect. www.cgi.ca

Concentra Financial is committed to working with credit unions, centrals and strategic partners to further the success of the credit union system. Partnering with credit unions and other organizations, Concentra delivers value-added services and specialized solutions. www.concentrafinancial.ca

CRM Canada - We are the unique provider of end - to - end solutions for credit grantors across Canada. Throughout the credit relationship, our solutions uncover and minimize the risks associated with granting credit of any kind. From approvals to arrears ~ our innovative solutions are widely respected and trusted. www.crmcanada.com

CuSource - The CUSOURCE® Credit Union Knowledge Network is a gateway to the best of credit union learning and innovative knowledge sharing. Delivered through proven technology, CUSOURCE provides access to a variety of learning vehicles, knowledge sharing and management tools, both online and in the classroom. www.cusource.ca

1st Financial Building Corporation - “Building success stories coast to coast … one credit union at a time”. www.1stfinancialbuilding.com

Open Solutions - At Open Solutions, vision, technology and service converge to give your institution a decisive edge. Our enabling platform can allow you to leverage everyday business information to introduce more-targeted products, measure profitability and make better management decisions. www.opensolutions.com

Roler continues to be a leader in the use of new technology and has developed a turnkey cheque image statement, web archival and mailing system specifically for the Bank and Credit Union Industry. www.roler.com

S.I.T - Strategic Information Technology Ltd. (SIT) develops and sells Portfolio Plus, a complete, real-time banking software solution for banks, trust companies, credit unions and building societies. When you combine Portfolio Plus banking software with our professional services you could achieve market breakthrough results like many of our customers have. www.stratinfotech.com

CUMa is proud to offer credit union professionals exceptional value by securing sponsorship dollars to help defray your costs. we extend special thanks to all our sponsors for their generous contributions.

ABOUT THE PLACEnottawaSaGa inn reSortreaders’ Choice award - Favourite Ontario hotel/resort. Nottawasaga welcomes you with 269 guest rooms, including 34 deluxe suites with Jacuzzi and fireplace. The only resort in Ontario with 45 regulation holes of golf, Nottawasaga is also rated top 40 Golf Resort in Canada and Best Family Golf Resort in Ontario. Experience world class recreation facilities in the 70,000 sq.ft. Sports & LeisureDome featuring a 25 metre tropical pool, 100 ft. water slide, sauna, whirlpool, indoor tennis and much more. Journey through the adventurous 18 hole “Jungle Quest” mini-golf masterpiece or relax with Spa Services. The Inn also offers over 60,000 sq.ft. of premier convention and banquet facilities, including a 21,000 sq.ft. Trade Centre,

2 amphitheatres and 33 meeting rooms. Just 45 minutes north of Toronto, away from city distractions and expense, the Inn’s reputation as a favoured conventions and family resort is based on a 38 year tradition of great hospitality and service.

attireCasual business attire is suggested for the conference. Formal business attire is recommended for the Gala Awards Banquet.

About CUMAFind out more about the 2006 Conference and new CUMA memberships at www.cuma.ca or by phone toll free 1-800-263-CUMA or to info@cuma.ca

Membership in the Association is limited to individuals who at the time of their application for membership are employed in a management position or a function in a management capacity as a consultant, or contract employee by any credit union, caisse populaire, co-operative affiliate, or persons within the credit union system as approved by the Board of Directors. New membership fees may accompany this registration.

the CUMa 2006 Conference package has been designed and produced by: the Graphix works • www.graphixworks.com

Visit our wEBsitE at www.cuma.ca CUMA

what to wear

SunDay, SePtember 17th9:00 am - Noon Tee - Times CUMA Golf Tournament - Sponsored by CGI

Not included in Registration fee. See separate golf registration form attached for details.

3:00 pm ..............................................Registration

6:00 pm ..............................................Welcome Reception and BBQ for all participants and guests. - Sponsored by CGI

monDay, SePtember 18th7:30 am - 10:00 pm ......... Registration

7:30 am ................................ Continental Breakfast - Sponsored by Desjardins Group

8:30 am ................................ Opening Remarks

8:45 am ................................ Plenary Keynote Speaker - Sam Geist - “Differentiate or Die!”

Sponsored by CRM

10:00 am.............................. Nutrition Break - Sponsored by CRI Canada

10:30 am.............................. Plenary - CEO Speak - Sponsored by Concentra Financial

12:00 pm ............................. Luncheon - Sponsored by Open Solutions

1:00 pm ................................ Executive Breakout Sessions - First Round

#1 - Achieving Sustainable Organic Growth Within Your Membership - Sponsored by CUIS

#2 - How the Branch Experience Drives Credit Union Growth by Appealing to Member Relationship segments - Sponsored by 1st Financial Building Corporation of Canada

#3 - Credit Union Act Revisions - Update - Sponsored by Signature Group

#4 - Sam Geist - Why Should Someone do Business with You Rather than Someone Else? - Sponsored by Credential

2:15 pm ................................ Nutrition Break - Sponsored by CRI Canada

2:45 pm ................................ Executive Breakout Sessions - Second Round

#5- Achieving Sustainable Organic Growth Within Your Membership - Sponsored by CUIS

#6 - How the Branch Experience Drives Credit Union Growth by Appealing to Member Relationship segments - Sponsored by 1st Financial Building

#7 - Credit Union Act Revisions - Update - Sponsored by Selient

#8- Sam Geist - Why Should Someone do Business with You Rather than Someone Else? - Sponsored by Gunnebo

6:30 pm ................................ Gala Reception - Sponsored by Interprise Solutions

7:30 pm - 10:00 pm ......... Gala Banquet and Awards Dinner

tueSDay, SePtember 19th7:30 am ................................ Continental Breakfast - Sponsored by Perception Media

8:15 am ................................ Opening Comments

8:30 am ................................ Plenary Keynote Speaker - Nina Spencer - Sponsored by S.I.T.

10:00 am.............................. Nutrition Break - Sponsored by CRI Canada

10:30 am.............................. Plenary Interactive Workshop with Nina Spencer - Sponsored by S.I.T

11:45 am.............................. CUMA Annual General Meeting and Luncheon - Luncheon Sponsored by Roler Data

2:00 pm ................................ Closing Plenary Keynote speaker - Peter Van Stolk -

“Marketing to the Youth Market” - Sponsored by CuSource

1. STAND OUT SCHEDULE

2. CONfERENCE REgISTRATIONConference fee for delegates also includes Sunday Welcome Reception, Nutrition Breaks,

Continental Breakfasts, Lunches, Monday Evening Reception Gala and Awards Banquet. All prices include GST.

Companion Fee includes all meals, breaks and receptions.

early birD after July 31St, 2006 comPanion fee

(Incl. GST) (Incl. GST) (Incl. GST)

CUMA Member $ 895 $ 995 $200

Non Member $ 1,060 $ 1,160 $200

Multiple Registration** $ 845 $ 945 $200

** Multiple Registration: applies to the third & add’l registrants of credit unions registering three (3) or more participants.

All Early Bird registrations will be entered into a draw for a CA$H award!!

thanks to our early Bird sponsors Level Five strategic Partners.

Please note vendor sponsors will be provided with delegate contact information.

REGISTRANT’S NAME Mr./Ms _________________________________________________Title ______________________________________

COMPANION GUEST Mr./Ms ______________________________________TOTAL FEE Submitted (see above rate structure) _________________

Credit Union Name: _______________________________________ No. of C.U. Members: _____________ Asset Size: ____________________

Address ____________________________________________________________________________________________________________

Bus. Telephone: ________________________ Fax: __________________________ E - Mail Address: ___________________________________

Select two onlyPlease indicate your choices in priority (1 to 4) for the following Executive Break-Out Sessions on Monday the 18th. You will be registered for two sessions based on your selections here on a first come first serve basis.

q Achieving Sustainable Organic Growth within Your Membership

q How the Branch Experience drives Credit Union Growth by Appealing to Member Relationship Segments

q New Credit Union Act Review and Discussion

q Why Should Someone do Business with you Rather Than Someone Else?

how to reGiSter!Mail your completed conference registration form and the separate registration form for the Sunday golf tournament if you are participating and your cheque to:

CUMAC/O QuintEssential Credit Union293 Sidney Street, Belleville, Ontario K8P 3Z4(or via cuco courier)Or fax the forms to 613-966-8909

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Please photocopy this form for additional registrants • Need more information? Call 1-800-263-CUMA (2862) www.cuma.ca

cancellationSRefunds will be given for cancellations received by the Administrative Assistant in writing no later than September 1st. A fee of $100.00 will be applied to ALL cancellations. Refunds for eligible cancellations will be processed following the conference. We regret we cannot give refunds after September 1st; however delegate substitution will be permitted with the appropriate adjustment in fees.

3. ROOM RESERVATION Nottawasaga INN ResoRt

LAST NAME ________________________________________ FIRST NAME ___________________________________

ADDRESS __________________________________________________________________________________________

CITY ________________________________________ PROV. _______________ POSTAL CODE __________

TELEPHONE (daytime) ________________________________________ FAX OR EMAIL __________________________________

ARRIVAL DATE ____________________________________ DEPARTURE DATE __________________________

q Smoking q Non-Smoking: *Please note: The entire hotel is Non-Smoking*. If you require a balcony for smoking purposes, please indicate smoking above.

ROOM RATESFor Saturday September 16, 2006 (Includes Sunday Breakfast) • $138.95 + tax - Single Occupancy OR $74.95 + tax per person - Double OccupancyFor Sunday, Monday, Tuesday - Sept 17, 18, 19 (no meals) • $128.00 per room, per night - Single or Double + tax

For full details regarding guest Rooms and other Resort services and amenities go to: www.nottawasagaresort.com/generalinfo.htmNote: All Preferences are based on availability and are not guaranteed.

CREDIT CARD INFORMATION: Card Number __________________________________________________

Expiration Date __________________________________________________

CARD TYPE: q American Express q Master Card q Visa q Diners Club/EnRoute q Discover

Note: If you do not wish to guarantee your room with a credit card, please contact the hotel directly.

CONFIRMATION METHOD: Email __________________________________________________

Fax __________________________________________________

Telephone __________________________________________________

OTHER REQUESTS OR COMMENTS ______________________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

Individual rooms cancelled within 30 days of arrival date will be charged the bedroom rate for each night cancelled (Name Substitutions are allowed). “No Shows” will be charged the American Plan Room Only Rate for each night reserved. ! Hotel reservations must be made directly through the Group Reservations Department of the Nottawasaga Inn. Hours are from 8:00 am to 5:00 pm Monday to Friday. ! Reservations must be guaranteed with a credit card number. Please be advised that 1 night accommodation will be charged to the credit card number on file 14 days prior to your arrival date, with the balance payable upon check-out ! Check-in time is 4:00 pm and check-out time is 12:00 noon

Return completed form with billing instructions by Monday August 25, 2006 to:Attention: Carolyn Laverty

Nottawasaga Inn Resort6015 Highway 89, Alliston, ON L9R 1A4

Alliston Phone (705) 435-5501 n Toronto Direct Phone (416) 364-5068 n Fax (705) 435-5840 n Email claverty@NottawasagaResort.com

HOTEL USE ONLY

CONFIRMATION # _________________________________________ CONFIRMATION SENT ____________________________________

4. MEMBERSHIP APPLICATION/RENEWALCredit union ManagerS’ aSSoCiation (ontario)

Name: _____________________________________________________________________________________________________________

Position: _______________________________ Telephone: _____________________________ Fax: __________________________________

Credit Union or Affiliate: _______________________________________________________________________________________________

Address: ___________________________________________________________________________________________________________

E-mail: __________________________________________________ Website Address: ____________________________________________

Charter Number/Bond: ______________________________________ Affiliation: _________________________________________________

Predominant Membership: _____________________________________________________________________________________________

No. Members: _____________________________ CU Assets: ______________________________ No. Branches: _______________________

Unionized: _______________ Total Number of Employees: ______________Full time: ________________Part time: ______________________

Years of CU Service: __________________________________________________________________________________________________

2005 & 2006 Education & Achievements: ___________________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

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how to Join!Mail your completed application form and send your cheque for $100 to:

CUMA

C/O QuintEssential Credit Union

293 Sidney Street, Belleville, Ontario K8P 3Z4

(or via cuco courier)

Or fax the forms to 613-966-8909

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Please photocopy this form for additional registrants • Need more information? Call 1-800-263-CUMA (2862) www.cuma.ca

what iS it?Level Five Strategic Partners Inc. and The Credit Union Managers’ Association of Ontario (CUMA) are pleased to sponsor the credit union “Manager of the Year Award”. The award is designed to recognize those Managers who exemplify a high standard of leadership and service to credit unions, their owners and communities.

the annual reciPient of thiS PreStiGiouS awarD will receive:

A $2,000 donation made on their behalf to the Ontario Credit Union Charitable Foundation.

An individual award of recognition to proudly display in their office.

A letter of recognition for their achievement.

Featured on the CUMA and Level Five websites

who ShoulD be nominateD?The ideal candidate for the Manager of the Year Award will demonstrate high standards of leadership within their credit union, the credit union system, and/or their community. The successful candidate will be selected, keeping in mind the mission statement of CUMA, based on the contributions of the individual to serve those around them. If you know someone that you feel deserves recognition for their contributions, we invite you to submit their name for nomination. Past nominee’s who have not won the award are welcomed. Note that the candidate can be anyone working in a management position in an Ontario credit union.

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nomination ProceDureS1. Identify a Manager whom you feel is deserving of this prestigious

award.

2. Submit their name along with a description of what makes this person a worthy nominee. Please provide any supporting documentation that will help the selection committee with their decision. Documentation could include a letter from a member acknowledging superior service, community involvement information, peer or staff input, or any other information that you feel is appropriate.

3. Submit this completed form by September 5th, 2006 to the CUMA Manager of the Year selection committee:Attn. Candis Mirtl at Level Five Strategic Partners Inc.23-4444 Eastgate Parkway, Mississauga, Ontario,L4W 4T6 or Fax to 905-602-0063 or On-Line atwww.cuma.ca “CUMA Awards”

4. The selection committee consisting of 3 CUMA Board Directors will:

Review all nominations

Seek additional information if required

Select the Manager of the Year

The successful nominee will be presented with their award by CUMA and Level Five Strategic Partners at the annual fall CUMA conference awards banquet.

who qualifieS?All active members of CUMA in good standing as defined by the CUMA general by-law. (See Conference Brochure or www.cuma.ca)

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MANAgER Of THE YEAR AWARDco-sPonsorEd By: and

If you would like additional information, please contact either Charlie Collura at ccollura@hmecu.com, 905-575-8888; or Candis Mirtl at cmirtl@levelfive.ca, 1-888-311-3030 ex.222. We thank you in advance for your submissions.

nomination formI / We nominate: ____________________________________________________________________________________________________

Name: ____________________________________________________________________________________________________________

Credit Union _______________________________________________________________________________________________________

Please describe in an attached document why you feel the nominee is an ideal candidate to receive the Manager of the Year award (please include any back- up material or documentation to support this nomination.)

Submitted By: (Two signatures required)

Name: ___________________________________ Signature: _______________________________Phone #: (_______) __________________

Name: ___________________________________ Signature: _______________________________Phone #: (_______) __________________

Date: ___________________________________ Deadline to Nominate is september 5th, 2006

CUMA

Please photocopy this form for additional registrants • Need more information? Call 1-800-263-CUMA (2862) www.cuma.ca

fIfTH ANNUAL gOLf TOURNAMENTSunday, SepteMBer 17th, 2006

nottawasaga resort inn & conference centre

For those who would like to start off the conference with the enjoyment of a good game of golf with their fellow managers and conference sponsors, we have arranged a “texas scramble” style golf tournament with tee times starting at 9:00 a.m. with the last group off about noon.

Cost for 18 holes of golf (including golf cart and lunch) is $85.00 (tax included)

Golf registrations are limited to the first 80 golfers registered!

Forward your registration and payment along with your conference registration.

Name: ____________________________________________________________________

Credit Union or Organization: __________________________________________________

E-mail: ______________________________ Fax: ________________________________

REGISTER ME AS r AN INDIVIDUAL

Paired with _______________________________

All golfers will be notified of their tee-times one week prior to the event.

how to reGiSter!

Mail your completed golf registration form and your cheque to: CUMAC/O QuintEssential Credit Union293 Sidney Street, Belleville, Ontario K8P 3Z4(or via cuco courier)Or fax the forms to 613-966-8909

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Turning Succession Planning

Upside Down A New View!

CUSOURCE® Credit Union Knowledge Network is pleased to offer a one day workshop for managers

following the CUMa conference on september 20th, 2006.

Succession… the buzz word of the year—So what does it really mean??

Succession planning for key positions is an important management responsibility for continuity and contingen-

cies. We’ll take a new view of how to attract, develop, and engage the workforce needed to keep your credit union

thriving over the next 5 -10 years.

By reviewing data about the emerging workforce and what makes them “tick”, participants will explore the best

practices to consider organically growing talent, as well as attracting and retaining external applicants to your

organization. The Participants will leave this session with a strategy that will enable your credit union to prepare

for future needs.

CUSOURCE Credit Union Knowledge Network will be hosting a reception for all attendees of this course in the

evening of September 19th. Watch for more details of the reception and course coming soon.