Councils

CUES Councils are regional groups of CUES members who meet to network and discuss challenges and opportunities facing the industry, on a local and global scale.

CUES Councils give members the chance to connect online and in-person with other credit union executives in their area. Everyone benefits from the collaborative environment these councils foster, and the credit union movement as a whole is strengthened in the process.

Find details on your CUES Council by clicking on the map below.


For questions about upcoming events in your area or how to join a CUES Council, contact Brian Cacic, CUES member relations and council manager, at 800.252.2664 or 608.271.2664, ext. 313; email brian@cues.org.

CUES Councils by Region

CUES Canada Council

Council Officers Include:

 

Upcoming Meetings:

TBD:

Meetings Held:

May 4, 2014: The Annual CUES Canada Council AGM & Reception was held in conjunction with the Canadian Central Conference for Credit Union Leaders in Charlottetown, PEI. This year Christy Nikel presented "How business transformation can enhance competitive positioning and stimulate growth."

July 14, 2013: The Annual CUES Canada Council AGM & Reception was held prior to the 2013 Wold Credit Union Conference in Ottawa, ON.

May 6, 2012: The Council's annual general meeting and reception was held at The Westin Bayshore in Vancouver from 4:00 to 6:00 p.m.

May 1, 2011: This meeting was held in conjunction with the Canadian Central meeting in Niagara Falls, Ontario.

CUES Delaware Valley Council

(Delaware, Pennsylvania) 

 

Upcoming Meetings:

September 26, 2018: Our next event will focus on credit union Scenario Planning. Click for details!

Past Meetings:

March 21, 2018: Our event was held at The Desmond and looked at emerging risk and loss trends associated with issues related to technology, fraud, employees, litigation and compliance.

November 15, 2017: Our meeting was held at The Desmond and featured "Growth Strategies heading into 2018" led by Jon Jeffreys, Managing Partner, Callahan & Associates

September 20, 2017: Our event was at the Sheraton Great Valley in Frazer, PA.

January 14, 2015: This lunch meeting was held at The Desmond, in Malvern, PA. Joel Naroff, President and founder of Naroff Economic Advisors, a strategic economic consulting firm, discussed the current economic environment and provided an overview of the risks and opportunities that economic developments might have on credit unions in 2015. 

November 19, 2014: This all-day seminar was held at The Desmond, in Malvern, PA. The speaker was Bob Schroeder, VP for Lending Solutions Consulting Inc. 

September 18 2014: This lunch meeting was held at The Sheraton Great Valley, Frazer, PA.  The speaker was Dennis Dollar, Principal Partner in Dollar & Associates, LLC, and the topic was an update on the risk based capital regulatory proposal, the CUNA CEO position, and the CU industry in general.

May 14, 2014: This lunch meeting was held at The Desmond, Malvern, PA.  The speaker was Jeff Rendel and the topic was, "Individuals Win Trophies, Teams Win Championships-- New Knowledge, New Strategies, and a New Mindset."

March 19, 2014: This lunch meeting was held at The Desmond, Malvern, PA.  There was a panel discussion on CUSO's & Collaboration. 

January 15, 2014:  This lunch meeting was held at The Desmond, Malvern, PA.  James W. Sherrill, Director- Public Distribution for CUNA Mutual's Credit Union Protection Division (CUP) discussed the risk in not knowing your risk.

November 20, 2013: The meeting was held at The Desmond, Malvern, PA.  Join Pierre Cardenas, President, Innovators of Change and Senior Consultant, CU Lending Advice for the All day Lending Seminar.

September 18, 2013: The meeting was held at The Desmond, Malvern, PA. Bill Hampel, Senior Vice President of Research and Policy Analysis and Chief Economist for the Credit Union National Association (CUNA) discussed the Economy and Credit Unions. Bill explored the outlook of the economy for the rest of 2013 and 2014 and it's implications for the financial management of credit unions. 

May 22, 2013: The meeting was held at The Desmond, Malvern PA . The topic of the meeting was Compliance Hot Topics including: Compliance Landscape, Compliance Changes, and the Essential Elements of a Compliance program, with presentations by Sandy Thomas, Director of Compliance in Financial Institutions group of Clifton Larson Allen, LLP.

March 22, 2013: More information coming soon

January 16, 2013: Mark Atchison, Vice President of Portfolio Management for the Credit Union Division of Fiserv, discussed Life in the Digital Age and How Credit Unions can Compete and Win!

November 28, 2012: The meeting was held at the Desmond Great Valley Hotel in Malvern, Pa. Jerry Hubbard, President of FTN Financial Capital Assets Corporation provided an overview of economic factors impacting loan portfolio management and the impact of long term assets on the balance sheet.

September 19, 2012: The meeting was held at the Desmond Great Valley Hotel in Malvern, Pa. Fred Johnson, President/CEO of CUES, was the speaker.

May 16, 2012: The meeting was held at the Desmond Great Valley Hotel in Malvern, Pa. Julie R. Ferguson, owner of JRF Consulting Services, LLC, discussed Shift Happens; Creating a Sales Culture.

March 21, 2012: The meeting was held at the Desmond Great Valley Hotel in Malvern, Pa. Lydia Cole, Director of Industry Analysis of Callahan & Associates, discussed credit union lending in the 21st century.

January 25, 2012:  Bill Hampel, Senior Vice President of research and policy analysis and chief economist for the Credit Union National Association (CUNA), discussed our credit unions and the economy.

CUES Alabama Council

Council Officers Include:

Chair: Wendy Edmonds - Redstone Federal Credit Union
Vice Chair: Harriett James - Mutual Savings Credit Union
Treasurer: Lynette Cupps - MAX Credit Union
Secretary: Karen DeLuca - America's First Federal Credit Union
Marketing & Communications: Robert Rayburn - Family Savings Credit Union
Director: Diane Nazarchyk - Avadian Credit Union
Director: Lisa Hales - Army Aviation Center Federal Credit Union

Upcoming Meetings:

September 27, 2018: Our next event will be held at the Huntsville Botanical Gardens. Click here for more information!

Past Meetings:

June 14, 2018: Our event was held at the Barber Vintage Motorsports Museum.

October 17, 2017: Our event in Birmingham included discussion on the topics of Millennials, the CU of the Future and Digital Lending.

June 22-23:  The meeting was held in Lake Guntersville.

March 23, 2017: The Spring Alabama Council meeting was held at Hotel Capstone in Tuscaloosa. Dr. Kevin Elko presented "How to Achieve Greatness at Work and in Life."

October 20, 2016:  The meeting was held at The Club in Birmingham. The discussion was on "How Great Leaders Can Enhance the Show." Panel discussions included retail branches, foundations, universal tellers, and technology.

June 23-24, 2016:  The meeting was held at Wind Creek Casino (Atmore, AL). Our guest speaker,  Sharon Lovoy, spoke on the topic of Conflict Resolution and Mediation.

March 24, 2016:  The meeting was held at Talladega Superspeedway with Charles Marshall, author of The Seven Power of Success as the speaker.

October 15, 2015:  The meeting was held at Huntsville Space & Rocket Center. Our speaker was Mark Williams, JD. He is a member of the Alabama State Bar Association, former Staff Attorney for the Alabama Supreme Court and has been a practicing attorney in Alabama for 22 years. The topic: Government Affairs for the State of Alabama regarding Credit Unions. 

June 11, 2015:  The meeting was held at American Village in Montevallo. Speaker was communication expert, Crystal Jonas, speaking about how communication can lead to success

March 12, 2015: The meeting was held at Campus of Troy University in Troy, AL. Guest speaker, Dustin Lee of Eagle Eye, presented "Focus on community: A Three Part Presentation About How Credit Unions Can Learn from a Community Oriented Small Business."

October 23, 2014: This meeting was held aboard the Harriott II in Montgomery for our annual meeting.  We took a riverboat cruise and learned engaging leadership techniques from renowned corporate trainer Pete Blank. 

June 19, 2014: The meeting was held at Redstone Federal Credit Union in Huntsville, Speaker: technology expert, Rob Galloway, spoke about how technology has changed the way we do business.

March 6, 2014: The meeting will be held at America's First FCU Headquarters in Birmingham, AL. Paul Robert, Chief Consulting Officer for FI Strategies, LLC.

October 17, 2013: The meeting was at Hunstville Botanical Gardens in Hunstville, AL. Wade Kwon was the speaker.

 June 20, 2013: The meeting was held at America's First FCU Headquarters in Birmingham, AL. Tim Harrington will be the speaker.

March 7, 2013: This meeting was held at MAX Credit Union Auditorium in Montegomery, AL. Meagan Johnson was the speaker.

November 8, 2012: The meeting was held at the Alabama 4H Youth Development Center in Columbiana. A representative from Ritz-Carlton spoke on “Radar On-Antenna Up”.

August 22, 2012: The meeting was held at the Birmingham Botanical Gardens. Brett Christensen, owner of  CU Lending Advice, LLC, was the speaker. 

March 7, 2012: The meeting was held at the Talladega Superspeedway in Talladega. Robert Stevenson spoke on Accountability.

October 13, 2011: The meeting was held at Wind Creek Casino & Hotel in Atmore, Ala. The meeting topic was Disaster Recovery and Lessons Learned.

 

 

CUES Canada Council

Council Officers Include:

 

Upcoming Meetings:

TBD:   

Meetings Held:

May 4, 2014:  The Annual CUES Canada Council AGM & Reception was held in conjunction with the Canadian Central Conference for Credit Union Leaders in Charlottetown, PEI. This year Christy Nikel presented "How business transformation can enhance competitive positioning and stimulate growth."

July 14, 2013:  The Annual CUES Canada Council AGM & Reception was held prior to the 2013 Wold Credit Union Conference in Ottawa, ON.

May 6, 2012: The Council's annual general meeting and reception was held at The Westin Bayshore in Vancouver from 4:00 to 6:00 p.m.

May 1, 2011: This meeting was held in conjunction with the Canadian Central meeting in Niagara Falls, Ontario.

CUES Carolinas Council

Council Officers Include:

Upcoming Meetings:

Early 2018 - Stay Tuned!
 

Past Meetings:

August 16, 2016:  The meeting was held at Your Marketing Co's office (11 College St, Greensville SC) from 9 a.m. to 4 p.m. 

October 27, 2015: The meeting was held at Local Government Credit Union in the Conference Room on the first floor, in Raleigh, NC.

April 21, 2015: The meeting was held at the Allegacy Federal Credit Union in Winston Salem, NC.

Oct 7, 2014: The meeting was held at the Riverbanks Zoo & Garden in Columbia, SC.

October 3-4, 2013: The meeting was held at the Hilton Asheville Biltmore Park in Asheville, NC. The speakers included Anne Legg, Senior Vice President of Business Strategies and Innovation Third Degree, Roy Page, Found and CEO, Third Degree and Kevin Prince, Chief Technology Officer, Compushare.

April 11-12, 2013: Plan for the Future.

October 4-5, 2012: The meeting was held at the Hilton Asheville Biltmore Park in Asheville, NC. The speakers included Jeanne Couchois, VP/Compliance & Risk Management for the North Carolina Credit Union League; Robert Perry, Financial Advisor with ALM First Financial Advisors, LLC; and Jeff Rendel, President of Rising Above Enterprises.

April 19-20, 2012: The meeting was held at the Hilton Myrtle Beach in Myrtle Beach, S.C. Tansley Stearns spoke on Why Us? Becoming the Choice Consumers Must Make and Future Fuel: Creating an Innovation Culture that Lasts; Patrick Adams' presentation was entitled, Hmmm....Things to Think About.

October 6-7, 2011: The meeting was held at the Hilton Asheville Biltmore Park in Asheville, NC. The keynote speaker was Jim Mathis, who spoke on Reinvention Made Easy and Leaders vs. Losers. 

 

 

CUES Delaware Valley Council

(Delaware, Pennsylvania) 

Council Officers Include:

 

Upcoming Meetings:

TBD: 

Past Meetings:

January 14, 2015: This lunch meeting was held at The Desmond, in Malvern, PA. Joel Naroff, President and founder of Naroff Economic Advisors, a strategic economic consulting firm, discussesed the current economic environment and provided an overview of the risks and opportunities that economic developments might have on credit unions in 2015. 

November 19, 2014: This all-day seminar was held at The Desmond, in Malvern, PA. The speaker was Bob Schroeder, VP for Lending Solutions Consulting Inc. 

September 18 2014: This lunch meeting was held at The Sheraton Great Valley, Frazer, PA.  The speaker was Dennis Dollar, Principal Partner in Dollar & Associates, LLC, and the topic was an update on the risk based capital regulatory proposal, the CUNA CEO position, and the CU industry in general.

May 14, 2014: This lunch meeting was held at The Desmond, Malvern, PA.  The speaker was Jeff Rendel and the topic was, "Individuals Win Trophies, Teams Win Championships-- New Knowledge, New Strategies, and a New Mindset."

March 19, 2014: This lunch meeting was held at The Desmond, Malvern, PA.  There was a panel discussion on CUSO's & Collaboration.

January 15, 2014:  This lunch meeting was held at The Desmond, Malvern, PA.  James W. Sherrill, Director- Public Distribution for CUNA Mutual's Credit Union Protection Division (CUP) discussed the risk in not knowing your risk.

 November 20, 2013: The meeting was held at The Desmond, Malvern, PA.  Join Pierre Cardenas, President, Innovators of Change and Senior Consultant, CU Lending Advice for the All day Lending Seminar.

September 18, 2013: The meeting was held at The Desmond, Malvern, PA. Bill Hampel, Senior Vice President of Research and Policy Analysis and Chief Economist for the Credit Union National Association (CUNA) discussed the Economy and Credit Unions. Bill explored the outlook of the economy for the rest of 2013 and 2014 and it's implications for the financial management of credit unions. 

 May 22, 2013: The meeting was held at The Desmond, Malvern PA . The topic of the meeting was Compliance Hot Topics including: Compliance Landscape, Compliance Changes, and the Essential Elements of a Compliance program, with presentations by Sandy Thomas, Director of Compliance in Financial Institutions group of Clifton Larson Allen, LLP.

March 22, 2013: More information coming soon

January 16, 2013: Mark Atchison, Vice President of Portfolio Management for the Credit Union Division of Fiserv, discussed Life in the Digital Age and How Credit Unions can Compete and Win!

 November 28, 2012: The meeting was held at the Desmond Great Valley Hotel in Malvern, Pa. Jerry Hubbard, President of FTN Financial Capital Assets Corporation provided an overview of economic factors impacting loan portfolio management and the impact of long term assets on the balance sheet.

September 19, 2012: The meeting was held at the Desmond Great Valley Hotel in Malvern, Pa. Fred Johnson, President/CEO of CUES, was the speaker.

 May 16, 2012: The meeting was held at the Desmond Great Valley Hotel in Malvern, Pa. Julie R. Ferguson, owner of JRF Consulting Services, LLC, discussed Shift Happens; Creating a Sales Culture.

March 21, 2012: The meeting was held at the Desmond Great Valley Hotel in Malvern, Pa. Lydia Cole, Director of Industry Analysis of Callahan & Associates, discussed credit union lending in the 21st century.

January 25, 2012:  Bill Hampel, Senior Vice President of research and policy analysis and chief economist for the Credit Union National Association (CUNA), discussed our credit unions and the economy.

CUES Florida Council

Upcoming Meetings:

October 24-26, 2018: Join us for the Florida Council October event. Click here for all the details!

Past Meetings:

March 22-26, 2018: The council held their annual Spring Cruise.

October 16-18, 2017: Our fall meeting was held at the Hilton Orlando Bonnet Creek.

March 30 - April 3, 2017: The meeting was held on a 4-night cruise out of Ft. Lauderdale.

November 8-10: The meeting was held at Disney's Contemporary Resort.

April 14-17, 2016: Royal Caribbean Brilliance of the Seas,  out of the Port of Tampa, FL

September 30 - October 2, 2015: The sessions started Wednesday with John Deloach and then all day Thursday through noon on Friday.

June 19, 2015: This meeting was held at the JW Marriott Grande Lakes in Orlando.

April 12- April 17, 2015: For this council meeting, attendees met aboard the Carnival's Valor, which departed from Tampa. There were several informative sessions presented by the exceptional speakers and there was also a board track which allowed board members of a federally chartered credit union to complete all required NCUA training.

October 13-15, 2014: The Fall meeting was held at Disney's BoardWalk Resort. This CUES Council conference was packed with great content and networking opportunities.

April 3- April 7, 2014. For this council meeting, attendees met aboard the Royal Caribbean's Brilliance of the Seas, which departed from Tampa. There were several informative sessions presented by the exceptional speakers and there was also a board track which allowed a board member of a federally chartered credit union to complete all required NCUA training.

 November 6-8, 2013: The Fall meeting was held at Disney's BoardWalk Resort. This four day CUES Council conference was packed with great content and networking opportunities.

June 12, 2013: A meeting was held at the JW Marriott Grande Lakes in Orlando, FL, in partnership with the League of Southeastern Credit Unions (LSCU).

January 10-14, 2013: Attendees met aboard the Royal Caribbean's Jewel of the Seas, which departed from Tampa. There were several informative sessions presented by the following speakers: Samanthan Strickland of The Pod Advertising; Elizabeth M. Oakes, SPHR, Human Resources Professional; John DeLoach of Williams Gautier law firm; and David Tuyo, financial services industry veteran. There was also a board track which allowed a board member of a federally chartered credit union to complete all required NCUA training.

October 3-5, 2012: The meeting was held at the Casa Monica Hotel in St. Augustine, FL, in partnership with the League of Southeastern Credit Unions (LSCU). The keynote speaker was Tom Randle, a Certified Business Coach and a leader for nearly four decades.

May 3-7, 2012: The Spring Forum Cruise departed from Port Canaveral. There were many excellent sessions on board the ship.

CUES Greater Southern Council

(Georgia, Kentucky and Tennessee)

Council Officers Include:

Chair: Kevan Williamson - Georgia's Own Credit Union
Vice Chair: John Garrett - LGE Community Credit Union
Treasurer: Cissi Reagan - ORNL Federal Credit Union

Directors:
Christina Adkinson - Life Credit Union
JR Jernigan - US Community Credit Union
Kelly Hilton - Georgia's Own Credit Union

Associate Directors:
Ben Johnson - US Community Credit Union
David Kelly - Southeast Financial Credit Union

Upcoming Meetings:

TBD

Past Meetings:Greater Southern Council Event

August 16-17, 2018: The 2018 event returned to the Georgian Club in Atlanta. 

August 24-25: The Annual Meeting was held in Atlanta at The Georgian Club. The theme of Transformation included topics of Leadership, Data Security, Branch Design and Staffing. Special thanks to our speakers from CU Lending Advice, Experian, Bancography, Level5, Alkami Technology and Mike Neill & Associates.

  1. Post-meeting Survey
  2. Event Presentations

August 16-17, 2016: The Annual Meeting was held in Nashville at the Omni hotel. Speakers included Advisors Plus and Marquis. 

August 27-28, 2015: The meeting was held at the Omni Nashville Hotel in Nashville, TN.

September 25-26, 2014: The meeting was held at the Omni Nashville Hotel in Nashville, TN.

October 3-4, 2013: The meeting was held at Homewood Suites in Nashville. The theme was Sales and Service: The Perfect Fit.

September 19-21, 2012: The meeting was held at the Homewood Suites by Hilton in downtown Nashville. The theme was Channel WMBC: Providing Service Excellence in Web, Mobile, Branch and Call Center. The keynote speaker was Kristen Christian, the founder of Bank Transfer Day.

October 5-7, 2011: The meeting was held at the Homewood Suites in Nashville. The speakers were Jeff and Lynette Thredgold, Greg Gonzales (Tennessee DFI Commissioner), Charles Vice (Kentucky DFI Commissioner), & Craig Bilotta (NCUA Region III Supervisory Examiner).

CUES Hawaii Rainbow Council

Council Officers Include:

 

Upcoming Meetings:

TBD: .

 

Past Meetings:

January 29, 2016: This breakfast meeting was held at the Waikele Contry Club. Attendees got an update on the latest credit union issues - followed by a fun golf tournament.

January 31, 2014: This lunch meeting was held at the Honolulu Country Club. The speakers were Peter Duffy, Managing Director at Sandler O'Neill & Partners LP in New York City. They spoke about "Trends in Mergers, Regulations and Risks Possible Outcomes and Considerations for How to Thrive."

April 5, 2012: The meeting was held at the Honolulu Country Club with an update on credit union issues. The speakers were Thom Kaumeyer, UH defensive coordinator, Stephen Kwock, principal of Kwock and Company CPAs, and Stefanie Sakamoto, registered lobbyist for the Hawaii Credit Union League.

March 24, 2011: This breakfast meeting was held at the Honolulu Country Club. Dennis Tanimoto, president/CEO of the Hawaii Credit Union League, shared highlights of CUNA's 2011 Governmental Affairs Conference (GAC) in Washington, D.C.; provided insight on bills of concern in the Hawaii state legislature; and presented his analysis of the financial performance of Hawaii credit unions in calendar year 2010.

CUES Heartland Council

(Kansas, Oklahoma, Missouri, Arkansas)

Council Officers Include:



 

Upcoming Meetings:

TBD:

Past Meetings:

July 12-14, 2017: The meeting was held at the Great Wolf Lodge in Kansas City, KS.

April 13-15, 2016:  The meeting was held at the Hard Rock Hotel & Casino in Tulsa, Okla.

April 22-24, 2015: The meeting was held at the Hard Rock Hotel & Casino in Tulsa, Okla.

June 4-6, 2014:  The meeting was held at the Branson Landing.

April 24-26, 2013: The meeting was held at the Sheraton Suites Country Club Plaza in Kansas City, MO. 

May 2-4, 2012: The meeting was held at the Skirvin Hotel in Oklahoma City. There were several informative sessions, including The Mobile Payments Landscape, presented by The Members Group, and a roundtable panel discussion on indirect lending.  

 

CUES Hoosier Council

(Indiana)

Council Officers Include:

Upcoming Meetings:

TBD

Past Meetings:

July 17, 2014:

July 18, 2013: The meeting was held at the Hilton North Hotel in Indianapolis, Ind.

<July 19, 2012: The meeting was held in Indianapolis. The speakers were Theran Colwell of CUNA Mutual Group; Travis Goodman of ALM First Financial Advisors, LLC; Herb Yolles of NCUA; and Mark Powell of DFI.

July 21, 2011: The meeting was held at the Hilton Indianapolis North Hotel. The speakers were Theran Colwell, Director of Strategy & Business Development and Steve Sorrel, Vice President of Corporate Development, both from CUNA Mutual Group; and Herb Yolles, NCUA Region III Director.

CUES Illinois Council

Council Officers Include:

 

Upcoming Meetings:

TBD: 

Past Meetings:

August 24-25: The Annual Event meeting was held in Naperville. Our educational topics included CECL and Cyber Security.

August 11-12, 2016: The meeting was held at the Hotel Arista in Naperville. We had two expert speakers from VISA at the event to discuss the evolution of payments

August 27-28, 2015: The meeting was held at the Hotel Arista at CityGate Centre (2139 Citygate Ln., Naperville)

September 9-10, 2014: The meeting was held Pheasant Run Resort in St.Charles, Ill. The topic for this conference was “A 2014-2015 Economic Update” presented by Mike Schenk, CUNA VP of Economics and Statistics.

September 18-19, 2013: The meeting was held at the Naperville Marriott Hotel. The topic for this conference was “How the global economy, the overall financial sector and the stressed labor market will affect the U.S. economy, interest rates and ultimately credit union balance sheet and earnings performance” presented by Steve Rick CUNA Senior Economist.

September 12-13, 2012: The meeting was held at the Naperville Marriott Hotel. The topic for this conference was “Hold, Fold or Bet: Investment Strategies for Today’s Market Environment” presented by Richard S. Berg, CEO, Performance Trust Capital Partners, LLC. 

September 14-15, 2011: The meeting was held at the Doubletree Hotel in Oakbrook, Ill. There was a group dinner/networking at Maggiano's Restaurant, followed by an open forum. On Friday, Morton J. Marcus, American economist, author, columnist and TV commentator, gave a presentation on Insight into the Local Illinois Economy.

CUES Iowa Council

Council Officers Include:

 

Upcoming Meetings:

May 10-11, 2017: The annual golf event will be back to the Riverside Casino and Resort!

Past Meetings:

May 11-12, 2017: The meeting was held in Riverside, Iowa at the Riverside Casino and Golf Resort.

May 12-13, 2016: The meeting was held at Riverside Casino and Golf Resort in Riverside, IA. The featured speaker was Victor Miguel Corro, VP/Member Services at WOCCU.

May 21-22, 2015: The meeting was held at the Riverside Casino & Golf Resort in Riverside, IA.  Featured speaker was Jim Nussle, President and CEO, CUNA. 

May 15-16, 2014: This meeting was held in Riverside, Iowa. Speaker, Steve Rick, CUNA Senior Economist presented, "Risk Based Capital Update and Economic Review."

 May 16-17, 2013: The meeting was be held at the Riverside Casino and Golf Resort in Riverside, Iowa. Tom Randle was be the speaker.

May 10-11, 2012: The meeting was held at the Riverside Casino and Golf Resort in Riverside, Iowa. The speaker wasEric Porter, EVP/Business Development & Marketing at CO-OP Financial Services. His presentation was entitled, An Inside Look at CO-OP. There was also a golf event.

May 12-13, 2011: The meeting was held at the Riverside Casino and Golf Resort in Riverside, Iowa. Ben Milne, co-founder/CEO of Dwolla, was the speaker. There was also a golf outing.

CUES Louisiana Council

Council Officers Include:

Upcoming Meetings:

TBD

Past Meetings: 

November 10, 2016:  The meeting was held at Drago's Seafood Restaurant in Metairie, LA! Dr. Charles Idol discussed Post-Election Credit Union ALM Trends and Economic/Rate Outlook for 2017.

November 19, 2015:  The meeting was held at Five Happiness Restuarant in New Orleans, LA. Dr. Charles Idol, Ph.D., lent his expertise discussing economic expectations and ALM Strategies for 2016.

November 20, 2014: The meeting was held at Five Happiness Restaurant in New Orleans, LA. Dr. Charles Idol, Ph.D., presented Current Credit Union ALM Trends and Economic/Rate Outlook for 2015. 

November 20, 2013:The meeting was held at Cafe East Restaurant in Metairie. Dr. Charles Idol, Ph.D., gave a presentation on Current Credit Union ALM Trends and Post-Election Economic/Rate Outlook for 2014. 

November 13, 2012: The meeting was held at Five Happiness Restaurant in New Orleans. Dr. Charles Idol, Ph.D., gave a presentation on Current Credit Union ALM Trends and Post-Election Economic/Rate Outlook for 2013.

December 9, 2010: The speaker was Jim Stickley, CTO of TraceSecurity.

CUES Michigan Council

Upcoming Meetings:

October 11-12, 2018: Our Annual Economic Summit will be back at the Eagle's Crest in Ypsilanti. Click here for more details!

Past Meetings:

February 6-8, 2018: Future Summit was held at the MGM Grand in Detroit.

December 8, 2017: The Holiday Luncheon was held at the Dearborn Inn.

October 19-20, 2017: Our Annual Economic Summit was held in Ypsilanti!

February 7-8, 2017: This year's Future Summit was full of amazing presenters, new interactive sessions and some BIG surprises.

December 2, 2016: The Michigan Council annual Holiday Luncheon was held at the Dearborn Inn.

October 27-28: The meeting was held in Lansing at the Radisson Hotel for the 2016 Fall Economic Summit!

August 2, 2016:  The Annual Scholarship Golf Outing was held at Shepherds Hollow Golf Club in Clarkston.

February 4-5, 2016:  The Economic Summit took place at the Marriott Eagle Crest Conference Resort in Ypsilanti.

December 4, 2015:  Holiday Luncheon was held at Morton's Steak House. Guest speaker, Tim Skubick, presented "Really off the Record with Tim Skubick; An Insider's Look at Michigan Politics"

October 19-21, 2015: The Future Summit 2015 was held at MGM Grand Detroit.

August 4, 2015: Annual Scholarship Golf Outing was held at Shepherds Hollow Golf Course in Clarkston.

January 29-30, 2015: The council hosted its annual meeting on January 29 as well as a pre-conference workshop. On January 30 the Economic Summit took place at the Marriott Eagle Crest Conference Resort in Ypsilanti.

December 5, 2014:  The Holiday Luncheon was held at Morton's The Steakhouse.

October 9-10, 2014: The The Future Summit 2014 was held at MGM Grand Detroit.

August 5, 2014: The Annual scholarship golf outing was held at Shepherds Hollow Golf Course in Clarkston, MI.

January 23-24: The Council held its annual meeting on January 23. On January 24, the Economic Summit took place at the Marriott Eagle Crest Conference Resort in Ypsilanti. 

December 6, 2013: The Holiday Luncheon was held at Morton's The Steakhouse. 

October 10-11, 2013: CUES Future Summit was held at MGM Grand Detroit.

August 6, 2013: Annual scholarship golf outing at Shepherds Hollow Golf Course was held in Clarkston, MI.

January 24-25, 2013: The Council held its annual meeting on January 24. On January 25, the Economic Summit took place at the Marriott Eagle Crest Conference Resort in Ypsilanti.

December 7, 2012: Holiday luncheon at Morton's The Steakhouse in Troy, MI. Tim Skubick was the speaker.

August 23-24, 2012: The newly revamped CUEmerge conference was held at the MGM Grand in Detroit. Brett King was the keynote speaker, and several other excellent speakers were on the agenda as well.

August 7, 2012: The Council held their annual scholarship golf outing at Shepherds Hollow in Clarkston.

CUES Nevada Council

Council Officers Include:

 

Upcoming Meetings:

TBD

Meetings Held:

July 15, 2009: This meeting was held at the Memphis Championship Restaurant in Las Vegas. Bill Walker, Vice President of CMG, presented Changes in the Las Vegas Economy and the Declining Market and James Smith from Urban Settlement Services presented Loan Modifications.

April 29, 2009: This meeting was held at the Memphis Championship Restaurant in Las Vegas. Melissa Ameluxen, legislative and regulatory lobbyist for the California/Nevada Credit Union League, gave an update on the 2009 state legislative session.

CUES New England Council

(CT [not Fairfield County], ME, MA, NH, RI, VT)

Promoting education, professionalism and excellence in Credit Union Management throughout New England.

Upcoming Meetings:

October 1-2, 2018: Our Annual event will be held in Worcester, MA. Click here to find out more information to to register!

Past Meetings:

October 30-31: Our Annual event was held in Portsmouth New Hampshire!

September 15-17 The 2016 Strategy Symposium meeting was held at the Portsmouth Sheraton Harborside Hotel.

April 4-5, 2016: The meeting was held at Foxwoods. The speaker, Michael Cochrum spoke on the topic of Advisory Services Division: CU Direct Lending Optimization: Making Better, Faster Lending Decisions.

September 29, 2014: The meeting was held at the DoubleTree Hotel in Westborough, Mass. The featured speaker was Dr. Michael Hudson, Ph.D., President of Credit Union Strategies. 

October 28, 2013: The meeting was held at the Courtyard by Marriot in Marlborough.

April 8, 2013: The meeting was held at the DoubleTree Hotel in Westborough, Mass. The speakers/topics were: Economic Update: Mike Schenk, CUNA Economist; Regulatory Update:  Michael Lussier, NAFCU Chairman and President & CEO of Webster First FCU in Worcester, MA; Interest Rate Risk Policies: Jon Rankin, EasCorp; Leading in a changing culture: Patrick Adams, President of St. Louis Community Credit Union.

November 2, 2011: The meeting was held at Doubletree Hotel in Westborough, Mass. The speakers were Jeff Russell of The Members Group, Bill Hampel of CUNA, Mark Sievewright of FiServ, and Denise Gabel of Filene Research Institute.

September 29, 2010: This meeting was held at Doubletree Hotel in Westborough, Mass. The speakers were Constance Anderson of Constance Anderson & Associates, Brent Dixon of Filene Research Institute & The Haberdashery, and Allen Leslie, RSM McGladrey.

CUES New Jersey/Metro New York Council

(New Jersey, Fairfield County [CT], and New York City/Long Island [NY])

 

Upcoming Meetings:

September 21, 2018: The meeting will be held at the Oyster Point Hotel. Click here to learn more and register!

Past Meetings:

June 19, 2018: The event was held at TopGolf in Edison, NJ.

May 11, 2018: The meeting will be held at the Federal Home Loan Bank of New York and focused on Strategic Planning.

March 9, 2018: The meeting will be held at Maggiano's Little Italy in Bridgewater, NJ.

November 17, 2017: The meeting was be held at Maggiano's Little Italy in Bridgewater, NJ. 

September 22, 2017: The meeting was held at the Oyster Point Hotel. Peter Liska led a session on the foreclosure process and mortgage lending.

June 16, 2017: The meeting was held at the Fornos of Spain where Mike Neill will spoke about Member Experience and shared some of the most important actions that leaders should take to create a great Member Experience.

February 3, 2017: The meeting was held at Seasons 52.  An educational session was led by Mark Solano of Velocity Solutions.

November 18, 2016: The meeting was held in Bridgewater, NJ at Maggiano's Little Italy. Richard Lafferty from MasterCard led a session on digital commerce.

September 23, 2016 : The meeting was held at the Federal Home Loan Bank in New York. Tom Settino and Angel Santos discussed balance sheet considerations, liquidity planning and industry trends.

April 29, 2016: The meeting was held at The Oyster Point Hotel, Red Bank. The guest speaker, John Jankowski helped us understand the advantages and disadvantages of considering alternatives to a small group insurance benefit program.

February 5, 2016: This meeting was held at Maggiano’s Little Italy. Our speaker, Julie Ann Wessinger, presented: Behavior Styles: Tools to Improve Communication and Productivity.

November 20, 2015: This meeting was held at the Forsgate Country Club. Speaker, David Steel  presented "BE HEARD!" Identifying and Micro-Targeting Prospects Online and Converting them into Customers.

September 25, 2015: This meeting was held at Bridgewater Marriott, Bridgewater NJ. Speaker, Mike Bartoo presented Five Things Credit Unions Should Always be Doing.

May 29, 2015:  This meeting was held at Piero's Italian Restaurant, Union Beach, NJ. Speaker, Carlos Molina, presented on the topic Risk Management and Oversight.

April 10, 2015: The meeting was held at Biagio's Restaurant Wine Room in Paramus, NJ. Speaker, Rosemary S. Gousman, regional managing partner of Fisher & Phillips, LLP presented What is Riskier? Hiring a Criminal or Conducting Background Checks? Can you Require Employees to Come to Work? and Bring Your Own Devices - Just Don't Bring Me a Lawsuit.

October 10, 2014: The meeting was held at the Lucianos Ristorante, Venetian Room in Rahway, NJ. Speaker, Kirk Drake, Founder/CEO of Ongoing Operations LLC, presented "Six Key Considerations for Your Credit Union Technology Plan."

May 2, 2014: The meeting was held at the Lucianos Ristorante, Venetian Room in Rahway, NJ. The topic of the meeting was Mobile Payments and the Impact on Credit Unions.

October 25, 2013: The meeting was held at the Galloping Hills Caterers Union, NJ, .Tansley Stearns from the Filene Institute, will present Social Media: Driving Business Results Through Engagement.

June 14, 2013: The meeting was held at the Galloping Hills Caterers Union, NJ, . Buddy Gill, CAE, Senior Strategic Communications and External Relations Advisor to Chairman Debbie Matz at the National Credit Union Administration, will be presenting an NCUA Regulatory and Legislative.

April 19, 2013: John A. Levy, Co-Found and Executive Vice President of IMM, presented: Like it, Love it, Gotta Have It...Credit Unions-Cloud-based Signatures and more, at the Bridgewater Marriott.

February 15, 2013: Dr. James W. Hughes discussed the state of our regional economy at the Bridgewater Marriott.

September 21, 2012: The meeting was held at the Bridgewater Marriott. Steve Heusuk, Senior Manager, Strategy & Business Development for CUNA Mutual Group, presented on Fee Income Strategic Issues. 

June 8, 2012: The meeting was held at the Bridgewater Marriott. The topic was Building Toward A World Beyond Plastic. Guest speaker, Nat Rosenberg (the Senior Vice President, Independent Banks and Credit Union Market Team Lead, for New Business Development, MasterCard) discussed the next generation of payments coming to the United States.

March 30, 2012: The meeting was held at the Bridgewater Marriott. Michael Bartoo of Marquis gave a presentation entitled, Know Your Member - Turning Information into Actionable Knowledge.

  

CUES Northeast Council

(Pennsylvania)

Council Officers Include:

Chair - Howard Meller, President/CEO of GHS FCU
Vice Chair - John Miller, COO of First Commonwealth FCU
Treasurer - Traci Donahue, CEO of Cross Valley FCU
Secretary - Clarence Baltrusaitis, President/CEO of NET Federal CU
Director - Ron Ferrance, CLO of Cross Valley FCU

Upcoming Meetings:

October 15, 2018: The next Northeast Council event will take place at Cross Valley FCU Headquarters. Click here for more information!

Past Meetings:

May 22, 2014: Woodlands Inn (Rte 315) Wilkes Barre, PA. Ray Fischer, President & CEO, Fischer-Rager Consulting will present "Low Interest Rates and Their Effect on the Credit Union Industry." 

March 28, 2013: Woodlands Inn (Rte 315) Wilkes Barre, PA. Tony Kelly, CEO Expert Revenue Systems Software from Dublin, Ireland was our speaker on RMS Online. 

September 25, 2012: The meeting was held at the Woodlands Inn, Wilkes Barre, Pa. Linsey Johnson, First Principal Examiner, NCUA, gave a presentation entitled Authentication Guidance for Home Banking. 

May 23, 2012: The meeting was held at the Woodlands Inn, Wilkes Barre, Pa. Marcus Vander Wall, NCUA Region II Supervisory Examiner, gave an update on NCUA hot topics.

December 13, 2011: Dawn Poker, SVP/Chief Sales & Member Relations Officer with CUES, was the speaker. The meeting was held at the Woodlands Inn, Wilkes Barre, Pa.
 

CUES Ohio Council

Council Officers Include:

 

Upcoming Meetings: 

TBD

Past Meetings:

November 14, 2014: The meeting was held at Corporate One Federal Credit Union in Columbus, OH. The topic of the meeting was "Strategy Under Uncertainty," presented by Jacqueline Claudia, MBA & Principal at DSI.

November 8, 2013: The meeting was held at Corporate One Federal Credit Union in Columbus, OH. The topic of the meeting was "Where Do We Go From Here" presented by, Jim Clarke, Ph.D., Clarke Consulting Villanova, Pennsylvania and Peter Badger, M.B.A., Executive Director, Middle Markets Institutional Fixed Income Division, Morgan Stanley.

May 10, 2013: The meeting was held at BMI CU in Dublin, OH. The topic of the meeting was "Strategies of High Performing Credit Unions" presented by, Dr. Michael Hudson.

 October 11, 2011: Joette Colletts and Joni Lovingood, Risk Management Consultants, were the speakers at this meeting, which was held at Credit Union of Ohio in Hilliard.

CUES Oregon/Washington Council

Upcoming Meetings:

TBD:

Past Meetings:

August 9-11: The meeting was held at the Coeur D’Alene Resort.

July 30-31, 2015: The Council's annual summer conference was held at the Sunriver Resort in Sunriver, Ore.

April 7, 2015: NWCUA and the Oregon/Washington CUES Council were pleased to present the 2015 Leadership Symposium. The agenda had a regulatory focus, delving into the most pressing challenges and opportunities of the day with a lively debate among NCUA, DFI, and DCBS regulators.

July 31-August 1, 2014: The Council's annual summer conference was held at the Sunriver Resort in Sunriver, Ore.

November 6, 2013: Leadership Symposium

July 25-26, 2013: The Council's annual summer conference will be held at the Sunriver Resort in Sunriver, Ore. 

April 24, 2013: Leadership Symposium

August 2-3, 2012: The Council's annual summer conference was held at the Sunriver Resort in Sunriver, Ore.

May 10, 2012: The meeting was held at The Grand Hotel at Bridgeport in Tigard, Ore. The speaker was Paul Spindel, who spoke about developing leadership in the credit union industry.

February 23, 2012 - Legislative updates. Federal issues: Jennifer Wagoner, Director of Advocacy, NWCUA; Washington issues: Stacy Augustine, SVP Policy & Public Affairs, NWCUA; Oregon issues:  Pam Leavitt, President, NW Advocacy Group. 

CUES Puget Sound Council

(Washington)

Council Officers Include:

If you are interested in learning more about the CUES Puget Sound Council and becoming a council board member, please contact Brian Cacic.

Upcoming Meetings:

TBD

Past Meetings: /h3>

April 1, 2011: This breakfast meeting was held at 13 Coins Restaurant in North Seattle. Attendees discussed the topic of Beyond the Corporates: Where Do We Go From Here?

CUES Rocky Mountain Council

(Arizona, Colorado, New Mexico, Wyoming)

Council Officers Include:

 

Upcoming Meetings: 

TBD:  

 

Past Meetings:

August 9-10, 2018: The summer event took place at the Copper Mountain Resort and focused on the Future Ready Credit Union.

March 16-17, 2017:  The Spring Conference took place in Cheyenne, Wyoming at the Little America Hotel for the Rocky Mountain.

October 6-7, 2016: This year's fall conference was held at the Hilton Garden Inn in Phoenix, Arizona.

April 6-7, 2016: The meeting was held at Hilton Sante Fe Historic Plaza.

August 20-21, 2015: The meeting was held at Copper Mountain Resort in Copper Mountain, Colorado. The speaker, Sundeep Kapur, spoke on Transforming Member Experiences Across Channel: Defining Your Digital Strategy.

April 16-17, 2015: The meeting was held at Little America Hotel and Resort in Cheyenne, WY with speakers, Jason Boles, CEO of Fans Created and Caroline Willard, Executive Vice President, Markets and Strategy, CO-OP Financial Services and Board Chair of CUES.

August 7-8, 2014: The meeting was held at The Mining Exchange, A Wyndham Grand Hotel in Colorado Springs, Colo. Guest Speaker, Fred Schafer, presented: Get Inspired, Informed and Involved.

March 13-14, 2014: The Council's Spring Conference and Annual Meeting was held at the Albuquerque Marriott located in NE, Albuquerque, N.M. The speaker was Jason Boles, CEO of Fans Create.

September 5-6, 2013: The meeting was held at the Vail Cascade Resort and Spa in Vail, CO. The topic of the meeting was Aligning People and Performance Through Personal Ownership, presented by Doug Nielsen.

March 14-15, 2013: The meeting will be held at Little America in Cheyenne, WY. The topic of the meeting is Leading the Way, with presentations by Art Dillon Jr., retired Brigadier General and Commander, and Captain Steve Ahlberg, retired Navy Seal.

August 9-10, 2012: The meeting was held at the DoubleTree by Hilton Hotel Breckenridge in Breckenridge, Colo. Jackson Hataway, Ph.D. of Strategic Arts and Sciences, spoke on The Rise of the Machines: Catching Up with Technology and Say “So Long” to Silos: Best Practices in Cross-Team Communication.

April 19-20, 2012: The Council's Spring Conference and Annual Meeting was held at the Hilton Santa Fe on the Plaza in Santa Fe, N.M. The speaker was Dr. Michael Hudson, Practical Strategist and Growth Coach for America's credit unions.

CUES Southern California/Nevada Council

Council Officers Include:

 

Upcoming Meetings:

TBD

Past Meetings:

May 4, 2018: The next meeting was held at Disney's Grand California Hotel. Attendees learned how to future-proof their CU and discussed emerging technologies that transform financial services.

August 18, 2017: The meeting was held at the Battleship USS Iowa Museum.

March 24, 2017: The meeting was held at Angel Stadium. Dr. John P. Dentico presented "Throttle Up: How to Accelerate the Impact of 21st Century Leadership."

September 30, 2016: The meeting was held at the Reuben H Fleet Science Center in Balboa Park in San Diego, CA. Dr. Brandi Stankovic discussed emotional intelligence, communication strategies in a digital world and engagement, retention and succession!

March 10, 2016: This meeting was held at the Mission San Juan Capistrano. Topic: Interactive CEO Panel & Innovation Session

August 21, 2015: The meeting was held at Huntington Library in San Marino, Calif.

March 27, 2015:  The meeting was held at The Queen Mary in Long Beach, Calif.

August 1, 2014: The meeting was held at Mission Inn, Riverside, California. The session focused on Payment Systems (traditional and alternative) and the future of Mobile Banking.  Speakers were Stephen Bohanon, CEO of Alkami and Steve Williams, Principal, Cornerstone Advisors.

February 7,2014: The meeting was held at the Muckenthaler Cultural Center in Fullerton, Calif.

August 16, 2013: The meeting was held at Bowers Museum in Santa Ana, CA. Speaker, Emily Hollis, CFA Partner- ALM First Financial Advisors, presented as well as a CEO Panel.
 

May 14-15, 2012: The meeting was held in conjunction with the SCCUA (Southern California Credit Union Alliance) at Pacific Palms Hotel & Conference Center in Industry Hills. There was a golf outing on May 15. The Council sponsored a panel discussion featuring three well-known credit union leaders: John Tippets, CEO, North Island FCU; Philip Perkins, CEO, WesCorp; and Darren Williams, CEO, Wescom Credit Union.

April 20, 2011: The meeting was held at the Long Beach Museum of Art in Long Beach, Calif. The speakers were Peter Duffy, Managing Director, Sandler O’Neill & Partners, L.P., and Bill Hampel, Senior Vice President of Research and Policy Analysis and Chief Economist, CUNA.

 

 

CUES Texas Council

Our mission is to strengthen the educational opportunities for credit union professional and volunteers throughout Texas

Upcoming Meetings:

October 29-30, 2018: Our next event will be in Austin at the Lone Star Court. Click for details!

Past Meetings:

March 22-23, 2018: The event focused on Cyber Security, CECL and the Future of Payments.

September 28-29, 2017: The event in Houston included topics of Member Experience, Contact Centers, Lending and Fraud.

March 23-24, 2017: Educational topics included: Branch Innovation, Economic Outlook, Cyber-Security and Lending

October 17-18, 2016:  The CUES Texas Council Roundtable was held at the Lone Star Court Hotel in Austin.  The event was a great way to learn from industry experts and network with other credit union professionals. .

February 29 - March 1, 2016: The meeting was held at Magnolia Hotel Dallas Park Cities. Topics included: Demystifying Innovation and State of Payments.

August 19-20, 2015: The meeting was held at the Magnolia Hotel in Houston, TX. There was a social event on Wednesday evening (8/19) with education session on Thursday (8/20).

March 26 - 27, 2015: The meeting was held at The Westin On the Riverwalk in San Antonio. The council hosted its Social Networking event from 6 pm to 9 pm on March 26th and then on March 27th the Education Sessions took place from 8 am to 3:45 pm.

September 18-19, 2014:  The meeting was held at The Westin Austin at the Domain in Austin, TX. There were a variety of topics presented including Digital Marketing, NCUA Hot Buttons, Texas Economic Update and Virtual Retail.

May 1-2, 2014:  The meeting was held at Credit Union of Texas in Dallas, TX. There were a variety of topics that were presented including CFPB Mortgage Rules Potential Impact on Your Members, How Your Credit Union Branch May Look in Five Years and Enterprise Risk Management.

October 17, 2013:  The meeting was held in Houston, TX.

July 18, 2013:  The meeting was held at First Mark Credit Union in San Antonion, TX. The topic of the meeting was Top 10 Growth Trends for Credit Unions and Improving Your Strategic Plan, presented by Mark Arnold of On The Mark Strategies.  There was also an economic forecast presented by ALM.

CUES Utah Council

Council Officers Include:

 

Upcoming Meetings:

TBD:  

Past Meetings:

June 24, 2018: The Annual Golf event was held at Wasatch Mountain Golf Course in Midway, Utah.

March 10, 2016:  The meeting was held at Archibald’s at Gardiner Village in West Jordan. The topic was: Financial and Physical Wellness.

December 3, 2015:  Holiday Luncheon was held at Oakridge Country Club.

October 8, 2015: The luncheon meeting was held at Schmidt's Pastry Cottage (1133 S Jordan Parkway - South Jordan) with speaker, Anna Seethaler.

June 9, 2015: The 2015 CUES Utah Golf Tournament will be held at Wasatch Golf Course in Midway, Utah

January 15, 2015: The meeting was held at Fratelli Restaurant in Sandy, Utah. The lunch speaker was Scott Simpson, President, Utah's Credit Unions.

December 11, 2014: The annual meeting was held at Oakridge Country Club in Farmington, Utah.

October 9, 2014: The meeting was held at Aristo's Greek Restaurant in Salt Lake City, Utah. Speaker, Trigena Halley, Founder and Owner of Peak Performance, presented "Managing Through Transition and Change."

September 11, 2014: The meeting was held at Archibald's Restaurant in West Jordan, Utah. Speaker, Gary Lee Fischer, President of Gary Lee Fischer and Associates, LLC., presented "How to Ace a Department of Labor Audit."

June 10, 2014: The golf outing was held at the Wasatch Mountain State Park.

April 10, 2014: The meeting was held at Mimi's Cafe in Murray, Utah. Ellis Ivory, former CEO of Ivory Homes, Executive Director of This is the Place Heritage Park, spoke.

January 16, 2014: The meeting was held at Market Street Grill Cottonwood Heights. Scott Simpson, President, Utah Credit Union Association spoke on Trends and Hot Topics for Credit Unions in 2014.

December 12, 2013: The annual meeting was held December 12, 2013 at Oakridge Country Club in Farmington, Utah. The annual business meeting including the election of officers, approving the minutes from the 2012 annual meeting and approving the financials for the year. 

November 14, 2013: The meeting was held at Lorena's Mexican Grill. Lois Gutierrez, Labor Commission Specialist/Mediator spoke about workers compensation. 

October 10, 2013: 

June 11, 2013: The golf outing was held at the Wasatch Mountain State Park.

February 14, 2013: The meeting was held at Famous Dave's  in West Jordan. Sterling W. Nielsen, President/CEO of Mountain America Credit Union, spoke on How to Lead a Credit Union through Change.

January 10, 2013: The meeting was held at Market Street Grill in Salt Lake City. The speaker was Scott Simpson, President of the Utah Credit Union Association.

December 6, 2012: The Council's annual meeting was held at Oakridge Country Club in Farmington, UT.

October 11, 2012: The meeting was held at Little America Hotel in Salt Lake City. Randy Rigby, President of the Utah Jazz, spoke about engaging the community as well as community outreach.

September 13, 2012: This meeting was held at Archibald's of Gardner Village. The speaker was Nan Mendenhall, Adult Protective Services Director, State of Utah Division of Aging and Adult Services.

June 12: The Council's annual golf tournament was held at Wasatch Mountain State Park.

 

CUES Wisconsin Council

Upcoming Meetings:

September 18-19, 2018: The annual event will be held at Corporate Central Credit Union. Click here to learn more and register!

Past Meetings:

September 11-12, 2017: The annual event was held at the Kalahari Resort in Wisconsin Dells.

September 19-20, 2016:  The Fall/Annual meeting meeting was held in La Crosse.

September 14 - 15, 2015: The meeting was held at CUNA Mutual Group in Madison, Wis. Our featured speaker was Jeff Rendel, who spoke about Your Personal Brand.

September 29-30, 2014: The meeting was held at the Glacier Canyon Lodge in Wisconsin Dells, Wis. The keynote speaker was Deedee Myers of DDJ Myers who presented an interactive all day session on Talent Management. 

September 23-24, 2013: The meeting was held at the Liberty Mutual Insurance building in Wausau, WI. The speakers included Mark W Haeussler, Chris Felton of Corporate Central, John Swenson of New York Life and Chuck Fagan, CEO of CUES.

September 17-18, 2012: Attendees enjoyed a road trip to see how credit unions can remain relevant and active. Steve Tyink, Vice President of Innovation with Miron Construction, shared ideas, challenged processes and helped everyone understand the outcome design process. Tammy Williams, President/CEO of Best Advantage CU in Brillion, Wis., spoke about her credit union's innovative culture.

September 26-27, 2011: The meeting was held at the Chula Vista Resort in Wisconsin Dells. The speakers were Alan White of Vital Insight and Brian Scott of TMG.

CUES Alabama Council

Council Officers Include:

 

Upcoming Meetings:

June 22-23: Join us in Lake Guntersville for our summer event!

Past Meetings:

March 23, 2017: The Spring Alabama Council meeting was held at Hotel Capstone in Tuscaloosa. Dr. Kevin Elko presented "How to Achieve Greatness at Work and in Life."

October 20, 2016:  The meeting was held at The Club in Birmingham. The discussion was on "How Great Leaders Can Enhance the Show." Panel discussions included retail branches, foundations, universal tellers, and technology.

June 23-24, 2016:  The meeting was held at Wind Creek Casino (Atmore, AL). Our guest speaker,  Sharon Lovoy, spoke on the topic of Conflict Resolution and Mediation.

March 24, 2016:  The meeting was held at Talladega Superspeedway with Charles Marshall, author of The Seven Power of Success as the speaker.

October 15, 2015:  The meeting was held at Huntsville Space & Rocket Center. Our speaker was Mark Williams, JD. He is a member of the Alabama State Bar Association, former Staff Attorney for the Alabama Supreme Court and has been a practicing attorney in Alabama for 22 years. The topic: Government Affairs for the State of Alabama regarding Credit Unions. 

June 11, 2015:  The meeting was held at American Village in Montevallo. Speaker was communication expert, Crystal Jonas, speaking about how communication can lead to success

March 12, 2015: The meeting was held at Campus of Troy University in Troy, AL. Guest speaker, Dustin Lee of Eagle Eye, presented "Focus on community: A Three Part Presentation About How Credit Unions Can Learn from a Community Oriented Small Business."

October 23, 2014: This meeting was held aboard the Harriott II in Montgomery for our annual meeting.  We took a riverboat cruise and learned engaging leadership techniques from renowned corporate trainer Pete Blank. 

June 19, 2014: The meeting was held at Redstone Federal Credit Union in Huntsville, Speaker: technology expert, Rob Galloway, spoke about how technology has changed the way we do business.

March 6, 2014: The meeting will be held at America's First FCU Headquarters in Birmingham, AL. Paul Robert, Chief Consulting Officer for FI Strategies, LLC.

October 17, 2013: The meeting was at Hunstville Botanical Gardens in Hunstville, AL. Wade Kwon was the speaker.

 June 20, 2013: The meeting was held at America's First FCU Headquarters in Birmingham, AL. Tim Harrington will be the speaker.

March 7, 2013: This meeting was held at MAX Credit Union Auditorium in Montegomery, AL. Meagan Johnson was the speaker.

November 8, 2012: The meeting was held at the Alabama 4H Youth Development Center in Columbiana. A representative from Ritz-Carlton spoke on “Radar On-Antenna Up”.

August 22, 2012: The meeting was held at the Birmingham Botanical Gardens. Brett Christensen, owner of  CU Lending Advice, LLC, was the speaker. 

March 7, 2012: The meeting was held at the Talladega Superspeedway in Talladega. Robert Stevenson spoke on Accountability.

October 13, 2011: The meeting was held at Wind Creek Casino & Hotel in Atmore, Ala. The meeting topic was Disaster Recovery and Lessons Learned.

CUES New Jersey/Metro New York Council

(New Jersey, Fairfield County [CT], and New York City/Long Island [NY])

Council Officers Include:




Upcoming Meetings:

 

September 22, 2017: Join us at the Oyster Point Hotel for our next meeting.


Past Meetings:

 

June 16, 2017: The meeting was held at the Fornos of Spain where Mike Neill spoke about Member Experience and shared some of the most important actions that leaders should take to create a great Member Experience.

February 3, 2017: The meeting was held at Seasons 52.  An educational session was led by Mark Solano of Velocity Solutions.

November 18, 2016: The meeting was held in Bridgewater, NJ at Maggiano's Little Italy. Richard Lafferty from MasterCard led a session on digital commerce.

September 23, 2016 : The meeting was held at the Federal Home Loan Bank in New York. Tom Settino and Angel Santos discussed balance sheet considerations, liquidity planning and industry trends.

April 29, 2016: The meeting was held at The Oyster Point Hotel, Red Bank. The guest speaker, John Jankowski helped us understand the advantages and disadvantages of considering alternatives to a small group insurance benefit program.

February 5, 2016: This meeting was held at Maggiano’s Little Italy. Our speaker, Julie Ann Wessinger, presented: Behavior Styles: Tools to Improve Communication and Productivity.

November 20, 2015: This meeting was held at the Forsgate Country Club. Speaker, David Steel  presented "BE HEARD!" Identifying and Micro-Targeting Prospects Online and Converting them into Customers.

September 25, 2015: This meeting was held at Bridgewater Marriott, Bridgewater NJ. Speaker, Mike Bartoo presented Five Things Credit Unions Should Always be Doing.

May 29, 2015:  This meeting was held at Piero's Italian Restaurant, Union Beach, NJ. Speaker, Carlos Molina, presented on the topic Risk Management and Oversight.

April 10, 2015: The meeting was held at Biagio's Restaurant Wine Room in Paramus, NJ. Speaker, Rosemary S. Gousman, regional managing partner of Fisher & Phillips, LLP presented What is Riskier? Hiring a Criminal or Conducting Background Checks? Can you Require Employees to Come to Work? and Bring Your Own Devices - Just Don't Bring Me a Lawsuit.

October 10, 2014: The meeting was held at the Lucianos Ristorante, Venetian Room in Rahway, NJ. Speaker, Kirk Drake, Founder/CEO of Ongoing Operations LLC, presented "Six Key Considerations for Your Credit Union Technology Plan."

May 2, 2014: The meeting was held at the Lucianos Ristorante, Venetian Room in Rahway, NJ. The topic of the meeting was Mobile Payments and the Impact on Credit Unions.

October 25, 2013: The meeting was held at the Galloping Hills Caterers Union, NJ, .Tansley Stearns from the Filene Institute, will present Social Media: Driving Business Results Through Engagement.

June 14, 2013: The meeting was held at the Galloping Hills Caterers Union, NJ, . Buddy Gill, CAE, Senior Strategic Communications and External Relations Advisor to Chairman Debbie Matz at the National Credit Union Administration, will be presenting an NCUA Regulatory and Legislative.

April 19, 2013: John A. Levy, Co-Found and Executive Vice President of IMM, presented: Like it, Love it, Gotta Have It...Credit Unions-Cloud-based Signatures and more, at the Bridgewater Marriott.

February 15, 2013: Dr. James W. Hughes discussed the state of our regional economy at the Bridgewater Marriott.

September 21, 2012: The meeting was held at the Bridgewater Marriott. Steve Heusuk, Senior Manager, Strategy & Business Development for CUNA Mutual Group, presented on Fee Income Strategic Issues. 

June 8, 2012: The meeting was held at the Bridgewater Marriott. The topic was Building Toward A World Beyond Plastic. Guest speaker, Nat Rosenberg (the Senior Vice President, Independent Banks and Credit Union Market Team Lead, for New Business Development, MasterCard) discussed the next generation of payments coming to the United States.

March 30, 2012: The meeting was held at the Bridgewater Marriott. Michael Bartoo of Marquis gave a presentation entitled, Know Your Member - Turning Information into Actionable Knowledge.

CUES Northern California Council


Upcoming Meetings:

TBD
 

Past Meetings:

March 15, 2018:  Terence Roche, Cornerstone Advisors, presented "The Future Ready Credit Union."

April 19, 2017: The meeting was held at the Budweiser Brewery in Fairfield! Terence Roche, one of the founders of Cornerstone Advisors, presented "The Nimble and Agile Credit Union in 2017."

May 4, 2016: The meeting began with an educational session at Provident Credit Union with Terence Roche speaking about Innovation and Business Transformation followed by a trip to Oakland A's Coliseum to watch The Oakland A’s Take on The Seattle Mariners.

May 13, 2015: The meeting began with an educational session at Provident Credit Union with Sundeep Kapur speaking about Overcoming the Top 7 Challenges followed by a trip to Oakland A's Coliseum to watch the Oakland A's take on the Boston Red Sox (Sox won 2-0)!

October 2, 2014: The meeting was held at Patelco Credit Union in Pleasanton, California. Speaker, Tom Berdan  with D+H, presented "Synchronizing your self-service and e-strategies" and "Keys to connecting your members to your credit union."

May 29, 2014: The meeting was held at Oakland A's Coliseum. Speaker, Pete Michaels , Chair of the CEO Group, Vistage presented prior to the baseball game.

August 27, 2013:  This meeting was cancelled.

October 8, 2010: The Council's annual meeting was held at SMW 104 FCU, 1750 Abram Court, San Leandro, CA at 9:00 a.m. Board elections took place and there was a discussion on the dates and speakers/topics for the 2011 Council meetings.

August 12, 2010: This meeting was held at Patelco Credit Union in San Francisco. Alan White, President/CEO of Vital Insight, spoke on Enterprise Risk Management.

CUES Council Connection

CUES Council Connection

No CUES Council currently serves the region you selected. Consider starting one in your area!

The process for starting a council is simple. All you need is 10 CUES members interested in participating and a designated region to serve.

Please email Brian Cacic for more information.