HCI Fall Forum-Omaha

  • 11 Nov 2016
  • 9:00 AM - 4:00 PM
  • Magnolia Hotel Omaha, NE

Registration

  • Registration fee includes all conference materials, lunch and refreshment breaks.

Registration is closed

2016 FALL FORUM



Topic:  Training and Retraining
Many of our current club directors never had the extensive HCI training that their predecessors received and those that did had it more than 15 years ago.


Now HCI is inviting all of our club directors to a full day of retraining for today's existing bank clubs.  We will not be covering topics to start a bank club (kick-off party and so on), but rather helping those with existing clubs, whether a new director or experienced.

Meeting Date and Location

Friday November 11, 2016 - at the Magnolia Hotel Omaha, NE
     
Begin at 9am and finish by 4pm.

Cost to Attend
 $75.00 per person for full day meeting for all delegates, spouses, bank representatives.
This includes, all materials, lunch and refreshment breaks.
Complimentary Pre-Fam Sightseeing Tour Thursday, November 9.
  
Pre-Fam Sightseeing Tour
There will be an Omaha Pre-Fam Sightseeing Tour on Thursday, November 10 beginning at 1pm and concluding following dinner.  The Pre-Fam sightseeing tour is sponsored by our Omaha hosts and is complimentary to all club directors and any spouses.

Special Group Hotel Rates
The Magnolia Hotel is offering a special group rate for anyone that would like to spend any number of nights in the host hotel before, during or after the meeting of $99.00 per night plus tax.  So, take a long weekend and enjoy the sights of Omaha along with a full day of training.

Reserve your room(s) directly with the Magnolia Hotel at 888-915-1110. Ask for the Heritage Clubs room rate of $99/night.

Certified Bank Club Director (CBCD) Points
Attendance at the Fall Forum guarantees candidates for the Certification program 20 points towards their overall goal of 100 points.

Meeting Agenda
You can expect a very full agenda including presentations, panels and workshops covering these topics and much more: Travel and non-travel programming; Marketing; Budgeting; Personal Development; Succession and retirement planning; HCI benefits of membership; Review of Best Practice Tools and administrative forms.
  
   

FALL FORUM TOPICS TO BE COVERED NOVEMBER 11TH, 2016

Training

Club Programs

  • Travel
  • Group travel & Independent travel
  • What motivates travelers
  • Trip & Itinerary planning
  • Trip Marketing and Travel Shows
  • Travel documents and forms
Rooming lists
Air manifests
Name tags
Luggage tags for multiple pick up locations
Medical forms

  • Best Practice Tools
How to price travel for profit (or not)
How to survey members
How to negotiate ethically with tour operators, bus companies and travel partners
Mobile Apps for bank club directors on tour
How to compete against/work with local competition
  • Non Travel Programs
  • Social engagement
Movies, Games and card playing, Meals and event planning
  • Educational programming - Best Practice Tools
Seminar Topic ideas and resources

Marketing the club

  • Calendars
  • Newsletters
  • E-communications
  • Traditional Media
  • Social Media
  • Best Practice Tools
Bank Social Media Policy
Building your Bank Facebook Page

Annual Budget

  • Justifying your job with senior management
  • Best Practice Tools
Proving member value
How to report to senior management
Club Emergency Reference & Procedures Guide

  • Creating a budget
  • Revenue Sources
  • COGS vs Expenses

Personal Development

  • Challenges of being a Club Director - respect in the bank
  • Certified Bank Club Director (CBCD) program
  • Qualities of a Bank Club Director - when hiring
  • Best Practice Tools
Succession Planning
Managing changes through expansion and mergers
Creating a Peer Networking group


Heritage Clubs Benefits

  • Exclusivity from non-competing banks
  • When you join you own a geographic region and no competitive bank make may join without your permission
  • Protecting multiple bank locations for exclusive membership
  • Annual Peer Group Conference
  • Peer to peer  networking between bankers
  • Educational sessions to improve bank club success
  • Travel partner education of destinations and tour companies
  • Certified Bank Club Director Program (CBCD)
  • The only certification program in the United States to recognize bank club directors for their educational achievements.
  • Educational Tools
  • Best Practices Tools
  • Panel sessions, workshops, table topics
  • Preferred Tour Operators and Heritage Partners
  • Limited number of Tour Operators given exclusive access to the Annual Peer Group Conference selected for their quality of tours, diverse destinations and financial strength
  • Travel Expo with scheduled appointments with travel professionals
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