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This year's conference was held in Sarpy County, Nebraska, from March 11-15 at the beautiful Embassy Suites La Vista. Our host, Fred Uhe of Sarpy County Tourism showed us many reasons to bring our clubs back to the Cornhusker State. The FAM tour included stops at Mahoney State Park in Ashland, the Nebraska State Capitol in Lincoln and the Archway in Kearney. On Monday, partners joined the bankers as they headed to the Offutt Air Force Base in Bellevue.
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"Heritage Clubs International is AWESOME! I can’t imagine being a Bank Travel Club Director and not being an involved member in it! I am already looking forward to being in Independence next year."
-Rob Callahan, CBCD First Midwest Bank, Poplar Bluff, MO
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“Thank you, Tina. I thoroughly enjoyed the conference. I feel I made some great friendships with all of the groups. I cannot believe all of the knowledge that was shared. It was so nice being with people that do what I do, and sharing best practices with them. Thanks again for ALL of your help. You did an amazing job setting all of this up for us.”
-June O’Hanlon, Cadence Bank, Macon, Georgia
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“Thank you so much. The conference was fantastic! I think that you guys really outdid yourselves with the quality of speakers and education. I don’t think I would have changed a thing! I appreciate that you pack our schedule so that we can get a really well-rounded full experience from the conference.”
-Tammy Browning, Central Bank, Spirit Lake, Iowa
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- Legal Review with Lucas Swartzendruber
- Table Topics
- Improving Communication through Storytelling with Rita Paskowitz
- Staying Healthy on Tour with Holly Wiest
- Taskforce Reports: Banking, Technology and Travel
- Sucession Planning Peer Panel
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Rita Paskowitz
Storytelling
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Holly Wiest
Healthy on Tour
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Lucas Swartzendruber
Legal Review
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All of the best practices documents are available to our members once logged in with your email and password.
Banking: Planning club events and tours just got a little bit easier with the new best practices that the Banking Task Force has prepared. HCI recommends that planning for every event be completed early enough to be announced in at least two club newsletters. The actual length of time will depend on the complexity of the event.
Technology: This task force worked on a few issues this year. First, they put together a great list of apps that club directors will find helpful on tour. Second, they put together a resource document that explains how to successfully send mass emails and another that details the steps necessary to white list senders so you are certain to receive the emails that they send to you.
Travel: Keeping travelers entertained while on the motorcoach doesn't have to be a source of stress. This task force put together a long list of games, ice breakers, exercises and other ideas that will help your passengers get to know one another and enjoy their time on the road.
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"HCI has been better than any other show that I’ve attended. The ratio of suppliers to buyers is excellent to get to know others better for relationship building. I felt I had the opportunity to socialize and mingle more with the bankers, which is very advantageous. I enjoy attending this show each year."
-Daniel Jacobsen, Sales Manager, Heritage Corridor CVB
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- BAM - Business Appointment Marketplace
- PTO Showcases
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“Thank you for another amazing Heritage Peer Group Conference! Keep up the GREAT work!”
-Debbie LeTourneau, Group Sales, The Dutton Theater Complex, Branson, Missouri
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“What a wonderful conference! Every year I find your conferences more and more useful, and networking with other bank directors is such a wonderful resource. I have rearranged my vacation plans to attend next year and bring the new director! Thanks for keeping us updated and having such an interest in our success.”
-Julie Mossa, Community National Bank, Derby, Vermont
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A HUGE THANK YOU to our 2019 Peer Group Sponsors for making it all possible!!
- Canadian Maritimes: Prince Edward Island, New Brunswick, Nova Scotia
- Collette
- Embassy Suites La Vista
- Globus Family of Brands
- Graceland/Guest House at Graceland
- Hospitality Tours
- Islands in the Sun Cruises & Tours
- Lake County Illinois
- Mayflower Cruises & Tours
- Omaha Symphony
- Ozarks' Kirkwood Tour & Travel
- Sarpy County Tourism
- Visit Independence
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“Thank you again for this opportunity (and for a wonderful time). I came back with a head full of ideas and am looking forward to next year!”
-Kelly Robare, Union Bank & Trust, Lincoln, Nebraska
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“See you next year!”
-Cory Mace, Regional Sales Manager, North Central Group – Hilton & Marriott, Madison, WI
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SAVE THE DATE
HCI is excited to announce that the
2020 Peer Group Conference
will be held in
Independence, Missouri
February 24 - 28, 2020
Make plans now to join us!
Independence loves welcoming visitors and helping them map their journeys — they’ve been doing it for generations! Whether you’re seeking a relaxing, getaway destination, an action-packed adventure, or an immersive, yesteryear experience, exercise your right to a fun, educational and entertaining experience in Independence, Missouri.
You told us that it is more convenient for you to attend Peer Group in February, so this year we've moved it up. Save the date so you don't miss out on this amazing conference experience.
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- Chair - Melanie Davis, CBCD, Farmers Savings Bank & Trust, Vinton, IA
- Kathy Bengtson, Iowa Falls State Bank, Iowa Falls, IA
- Rob Callahan, CBCD, First Midwest Bank, Poplar Bluff, MO
- Shirley, Davis Conner, Graceland, Memphis,TN
- Jim Edwards, Collette, Pawtucket, RI
- Daniel Jacobsen, Heritage Corridor CVB, Joliet, IL
- Doreen McKinney, CBCD, Mascoma Bank, Lebanon, NH
- Kelsey Mortimer, Visit Independence, Independence, MO
- Susan Rosenberry, Islands in the Sun Cruises & Tours, Stevensville, MD
- Amber Thomas, CBCD, Central Bank Illinois, Geneseo, IL
- Allison Whalen, F&M Community Bank, Preston, MN
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Special Member Recognition
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Rob Callahan was recognized for earning his CBCD Certification
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Ezra Wood was awarded the Spirit Award and Rob Callahan received the Volunteer of the Year award
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Val Kelsey has retired from the HCI Advisory Board
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JOIN US NEXT YEAR IN INDEPENDENCE, MISSOURI AT THE HILTON GARDEN INN FEBRUARY 24-28, 2020
Watch your newsletter for info this summer or call
Tina Goeske
at 952-835-6543
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