Learn the Ins and Outs of a Vital Role
You asked, we listened—Board Liaison Workshop is back in person, with new sessions!
We scheduled this important opportunity in conjunction with Directors Conference, so plan on bringing your board members along. You’ll attend a mixture of special board liaison-focused sessions designed for you and your colleagues, plus you’ll attend Directors Conference general sessions. See our Agenda tab for more.
As a credit union board liaison, you have a wide variety of responsibilities, from coordinating the logistical details of board meetings, materials, communications and retreats, to helping ensure that your credit union’s board and governance structure are operating as effectively as possible. As the complexity of issues facing the leadership of credit unions grows each day, the job of a board liaison is becoming more and more vital.
This training will include interactive hypotheticals, small group exercises, best practice examples and tips from fellow board liaisons. You’ll also benefit from a helpful set of digital templates, including a draft board liaison job description and relevant guides and examples, to aid you and your credit union’s governance efforts.
From outlining the unique role and responsibilities of a board liaison to developing effective board packets, meeting agendas, committee charters, board portals, and more, this event will offer advice that’s practical and actionable.
We’ll cover:
- Key Responsibilities
- Board Governance
- Compliance and Regulations
- Board Succession Planning
- Effective Meeting Strategies
- Strategy
Online Session Available
Based on feedback from members, CUES is now offering online programming for Board Liaisons in August, in addition to the in-person workshop in December.
Agenda
Introductory Session
2:00 – 4:00 p.m.
Board Liaison Session #1: Introductory Session
Dottie Schindlinger, Executive Director, Diligent Institute
A Review of the Board Liaison’s Role
- Understand your job description
- Building strategic relationships with the board chair and officers to foster healthy connections
Core Elements of an Effective Credit Union Board Meeting: Not All Board Meetings are the Same
- Board Packets & Materials (Approaches, Samples, Requirements)
- Board Portals and Other Technology to Support Your Board & Committees
- Structures & Strategies
Board Books & Governance Policy Manuals
- Governance Policy Manuals & Tools Sample & Table of Contents
Directors Conference Welcome Reception
4:00 – 6:00 p.m.
Board Liaison Networking Breakfast: Speaker Meet & Greet
7:00 – 8:00 a.m.
Welcome to CUES Directors Conference & General Session
8:00 – 9:45 a.m.
The 7 Simple Habits of Inclusive Teams
Melissa Majors, Author, Keynote Speaker, Consultant, & Coach, Melissa Majors Consulting
Inclusive leadership expert Melissa Majors is an innovator and optimizer of inclusion, leadership, and education strategies. In The 7 Habits of Inclusive Teams, she reveals how great leaders enjoy superior team performance and drive much higher profitability by incorporating inclusive practices. These behaviors fall into seven categories: Business Process, Collaboration, Mindset, Leading Self and Others, Decisions, Values, & Empathy. Majors delivers clarity on how our brains are to blame for why leaders unintentionally exclude others. Through storytelling, research, and personal experiences, she offers a common-sense yet compelling and actionable approach to inclusion. She argues that people shouldn't feel guilty or defensive when having inclusion-related conversations; the brain is to blame, not people. This session is for all leaders; leaders of self, people, initiatives, and organizations.
Learner Outcomes:
- Identify and describe concepts such as intellectual humility, tactical empathy, and intersectionality.
- Gain insight into the habits and tactics used by inclusive leaders.
- Unlock access to social posts, job aides, and toolkits to help build inclusive habits.
Networking Refreshment Break
9:45 – 10:00 a.m.
Board Liaison Session #2
10:05 – 11:05 a.m.
Managing Boardroom Dynamics
Nithya Das, Chief Legal and Administrative Officer, Diligent Institute
- Discuss common boardroom challenges and how to help the board and management team overcome them.
- Understand the roles of the board chair and board officers in establishing and reinforcing a healthy boardroom culture.
- Review strategies that board liaisons can use to help support and influence positive board engagement.
Networking/Travel Time
11:05 – 11:20 a.m.
Board Liaison Session #3
11:20 a.m. – 12:20 p.m.
Swimming in Two Lanes – Governance vs. Management
Nithya Das, Chief Legal and Administrative Officer, Diligent Institute
- Supporting both the board and management team – what are the key aspects of each role? What does success look like?
- Review strategies to help board liaisons navigate common scenarios where the two roles might come into conflict
- Engage the group in sharing ideas and resources to help board liaisons be successful in this complex dual role
Luncheon
12:20 – 1:40 p.m.
Directors Conference General Session
1:40 – 2:40 p.m.
AI is Eating the World: How to Reimagine Your Business in an AI-First World
Brian Solis, Best-Selling Author, Futurist, Digital Anthropologist, & Head of Global Innovation, ServiceNow
Since the launch of ChatGPT in November 2022, generative AI has become the world’s fast-growing technology and the subject of much debate regarding the threats and opportunities that come along with it. The truth is that no leader has experienced a technology like genAI before, one that performs tasks as good as or better than humans. What’s clear, we have now catapulted toward a post digital transformation era. AI has forever changed the trajectory of business evolution, putting ‘business as usual’ in the rearview mirror. Leaders now face an entirely new set of prospects and challenges that will test their creativity, resilience, and vision. In this rousing keynote, world-renowned futurist and best-selling author Brian Solis will share why this is the moment for leaders to reimagine their organizations for an entirely new future. He will explore why automation is no longer the goal, but instead the norm, and why augmentation will be the key to differentiation and how leaders can forge the mind shift required to unlock a new future as an AI-first exponential growth business.
Board Liaison Session #4
2:45 – 3:30 p.m.
Effective Strategic Planning Processes
Dottie Schindlinger, Executive Director, Diligent Institute
- What Is “Strategy” vs. “Operations”
- Strategic Planning Framework
- Strategic Tools You Can Use
- The Board Liaison as a Strategic Player
Conference Information Desk
7:00 a.m. – 12:00 p.m.
Networking Breakfast
7:00 – 8:00 a.m.
Directors Conference General Session
8:00 – 9:20 a.m.
Regulatory Update
Ronnie Blue, Supervisory Examiner, NCUA
Session description coming soon.
Networking/Travel Time
9:20 – 9:40 a.m.
Board Liaison Session #5
9:40 – 10:40 a.m.
Board Success – All Board Assessments Are Not The Same
Dottie Schindlinger, Executive Director, Diligent Institute
- Governance Assessments
- Board Assessments
- Peer-to-Peer Assessments
- Officer Assessments
- CEO Assessments
- Committee Assessments
Networking Refreshment Break
10:40 – 11:00 a.m.
Board Liaison Session #6
11:00 a.m. – 12:00 p.m.
Effective Board Succession Planning & Fostering a Strong Relationship with the Board
Dottie Schindlinger, Executive Director, Diligent Institute
- Identifying the “Ideal Board” of the Future
- Crafting a Succession Approach & Process
- Championing Board Diversity & Inclusion as a Board Liaison
- Developing Trust with Key Stakeholders as a Board Liaison
- Effective Communications
- Interactive Discussion Scenarios
Optional to join last day of Directors Conference
Conference Information Desk
7:00 – 10:00 a.m.
Breakfast
7:00 – 8:00 a.m.
General Session
8:00 – 9:25 a.m.
A Whole New World - The Rapid Transformation of Financial Services
Mark Sievewright, Chief Strategy Officer & Founder, Sievewright & Associates, a SRM Company
In the fast-evolving landscape of financial services, adaptation is not just a choice, but a necessity. Join us for an insightful session as we delve into the dynamic shifts and disruptive innovations reshaping the financial sector at an unprecedented pace. From digital banking to fintech and AI, explore how emerging technologies are revolutionizing traditional banking models and customer experiences. This session promises to provide valuable perspectives on thriving in a world where change is the only constant.
Networking Refreshment Break
9:25 – 9:40 a.m.
Closing General
9:40 – 10:45 a.m.
The Hero Effect® - Being Your Best When It Matters the Most!
Kevin Brown, Author & Motivational Speaker
In a fresh and entertaining style, Kevin shares ideas, strategies and principles that will inspire and equip participants to show up every day and make a positive difference. At the heart of Kevin’s message is a simple, yet powerful philosophy for life that drives every thought, every action and ultimately every result we achieve both personally and professionally. Your team will be motivated to reach beyond what is required and do something remarkable!
This keynote is designed to help attendees:
- Achieve greater results by eliminating “ordinary" thinking and mastering the habit of excellence.
- Own the moments that matter (and they all matter) by taking responsibility for their attitude, their actions, and their results.
- Create meaningful relationships and deliver an extraordinary experience for every “customer” at work and at home.
Conference Wrap up
10:45 – 11:00 a.m.
Conclusion of Conference
11:00 a.m.
Hotel
Omni Nashville Hotel
250 Rep. John Lewis Way S
Nashville, TN 37203
Hotel rates in the CUES block are $319/night.
CUES has reserved a limited number of rooms at the Omni Nashville Hotel at the discounted rate above. To make hotel reservations, book online here. Room rates and availability are not guaranteed, so CUES recommends making your reservations early. The discounted CUES rate will expire when the block is full or on Monday, November 11 2024, whichever happens first. The hotel offers great amenities, discounted rates, and the best networking opportunities available. Staying within the CUES room block will help keep registration prices down.
* Remember that all hotel arrangements are strictly between you and the hotel. If you have accessibility needs for your stay, please request those directly with the hotel. In the event you are no longer able to attend or your flight is canceled, you are responsible for calling to cancel your room reservation.
Check-in time is 4:00 p.m., and check-out is 11:00 a.m.
CUES has negotiated a discount when you book with Enterprise and National for this meeting. You can take advantage of our discounted rates by booking online using the below links. Be sure to reference account number OSMB44A when making all reservations.
Enterprise Reservations | National Reservations
We also invite you to enroll in the Emerald Club loyalty program. As an Emerald Club member, you can bypass the counter and choose your own vehicle, earn free rental days, receive arrival & return alerts, receive e-receipts, and maximize benefits while still enjoying our CUES corporate discount. Click here to enroll in Emerald Club (Emerald Club benefits applicable to both Enterprise & National reservations).
Sunday, December 8
Opry Country Christmas
5:30–9:30 p.m.
$165/person
This event is currently sold out. To be added to the waitlist, please contact events@cues.org.
Nashville’s coolest holiday show! Be part of Nashville’s can't-miss holiday show series. Enjoy a night of festive fun with special guests, spotlight artists, and nonstop surprises at the world-famous Grand Ole Opry. There is no better place to spend your Music City holiday. The price includes a main-floor seat and round-trip transportation to the event.
FAQ
ALL CANCELLATIONS MUST BE IN WRITING. (cues@cues.org)
- Prior to 60 days – full refund
- 31-60 days before start of event – 50% refund
- 0-30 days before start of event – no refunds or credits for future events given
Due to financial obligations incurred by CUES, no refunds or credits will be issued on cancellation requests less than 30 days prior to the start of the event. Substitute attendees are welcome, subject to eligibility.
CUES reserves the right to cancel or reschedule the event due to unforeseen circumstances, and will refund fees if the event is rescheduled or location is changed and you are unable to attend.
We are currently working on an Information Sheet for you; it contains everything you need to know about attending this event. Once available, you will be able to find it here.
The comfort and well-being of our attendees is of utmost importance to us; we will make every effort to make sure you are comfortable at our events!
Please email events@cues.org as soon as you know you’re attending a CUES event. Be sure to include your name, credit union, the CUES event you are registered for, and everything we need to know to accommodate your request.
We’ll be in touch with any questions we have, and let you know how we can help.
In addition to the great content and speakers we have lined up, your registration includes:
- All educational sessions & materials
- Sunday's welcome reception for attendees and their guests
- Three breakfasts
- One luncheon
Suggested dress for the conference is business casual. Temperatures in Nashville are in the mid-50s during the day and low 40s in the evening. Although we try to keep meeting room temperatures comfortable, we suggest you bring a sweater or jacket.
No, we’ve planned completely different sessions for the in person and online experiences, so you’ll benefit by attending both!
Yes, and it’s all included in your Board Liaison Workshop in person registration! See our Agenda tab for details.
If you have any questions or inquiries, please contact CUES Headquarters at 800.252.2664 or outside the U.S. call 608.271.2664 or email cues@cues.org.
Learn the Ins and Outs of a Vital Role
You asked, we listened—Board Liaison Workshop is back in person, with new sessions!
We scheduled this important opportunity in conjunction with Directors Conference, so plan on bringing your board members along. You’ll attend a mixture of special board liaison-focused sessions designed for you and your colleagues, plus you’ll attend Directors Conference general sessions. See our Agenda tab for more.
As a credit union board liaison, you have a wide variety of responsibilities, from coordinating the logistical details of board meetings, materials, communications and retreats, to helping ensure that your credit union’s board and governance structure are operating as effectively as possible. As the complexity of issues facing the leadership of credit unions grows each day, the job of a board liaison is becoming more and more vital.
This training will include interactive hypotheticals, small group exercises, best practice examples and tips from fellow board liaisons. You’ll also benefit from a helpful set of digital templates, including a draft board liaison job description and relevant guides and examples, to aid you and your credit union’s governance efforts.
From outlining the unique role and responsibilities of a board liaison to developing effective board packets, meeting agendas, committee charters, board portals, and more, this event will offer advice that’s practical and actionable.
We’ll cover:
- Key Responsibilities
- Board Governance
- Compliance and Regulations
- Board Succession Planning
- Effective Meeting Strategies
- Strategy
Online Session Available
Based on feedback from members, CUES is now offering online programming for Board Liaisons in August, in addition to the in-person workshop in December.
Agenda
Introductory Session
2:00 – 4:00 p.m.
Board Liaison Session #1: Introductory Session
Dottie Schindlinger, Executive Director, Diligent Institute
A Review of the Board Liaison’s Role
- Understand your job description
- Building strategic relationships with the board chair and officers to foster healthy connections
Core Elements of an Effective Credit Union Board Meeting: Not All Board Meetings are the Same
- Board Packets & Materials (Approaches, Samples, Requirements)
- Board Portals and Other Technology to Support Your Board & Committees
- Structures & Strategies
Board Books & Governance Policy Manuals
- Governance Policy Manuals & Tools Sample & Table of Contents
Directors Conference Welcome Reception
4:00 – 6:00 p.m.
Board Liaison Networking Breakfast: Speaker Meet & Greet
7:00 – 8:00 a.m.
Welcome to CUES Directors Conference & General Session
8:00 – 9:45 a.m.
The 7 Simple Habits of Inclusive Teams
Melissa Majors, Author, Keynote Speaker, Consultant, & Coach, Melissa Majors Consulting
Inclusive leadership expert Melissa Majors is an innovator and optimizer of inclusion, leadership, and education strategies. In The 7 Habits of Inclusive Teams, she reveals how great leaders enjoy superior team performance and drive much higher profitability by incorporating inclusive practices. These behaviors fall into seven categories: Business Process, Collaboration, Mindset, Leading Self and Others, Decisions, Values, & Empathy. Majors delivers clarity on how our brains are to blame for why leaders unintentionally exclude others. Through storytelling, research, and personal experiences, she offers a common-sense yet compelling and actionable approach to inclusion. She argues that people shouldn't feel guilty or defensive when having inclusion-related conversations; the brain is to blame, not people. This session is for all leaders; leaders of self, people, initiatives, and organizations.
Learner Outcomes:
- Identify and describe concepts such as intellectual humility, tactical empathy, and intersectionality.
- Gain insight into the habits and tactics used by inclusive leaders.
- Unlock access to social posts, job aides, and toolkits to help build inclusive habits.
Networking Refreshment Break
9:45 – 10:00 a.m.
Board Liaison Session #2
10:05 – 11:05 a.m.
Managing Boardroom Dynamics
Nithya Das, Chief Legal and Administrative Officer, Diligent Institute
- Discuss common boardroom challenges and how to help the board and management team overcome them.
- Understand the roles of the board chair and board officers in establishing and reinforcing a healthy boardroom culture.
- Review strategies that board liaisons can use to help support and influence positive board engagement.
Networking/Travel Time
11:05 – 11:20 a.m.
Board Liaison Session #3
11:20 a.m. – 12:20 p.m.
Swimming in Two Lanes – Governance vs. Management
Nithya Das, Chief Legal and Administrative Officer, Diligent Institute
- Supporting both the board and management team – what are the key aspects of each role? What does success look like?
- Review strategies to help board liaisons navigate common scenarios where the two roles might come into conflict
- Engage the group in sharing ideas and resources to help board liaisons be successful in this complex dual role
Luncheon
12:20 – 1:40 p.m.
Directors Conference General Session
1:40 – 2:40 p.m.
AI is Eating the World: How to Reimagine Your Business in an AI-First World
Brian Solis, Best-Selling Author, Futurist, Digital Anthropologist, & Head of Global Innovation, ServiceNow
Since the launch of ChatGPT in November 2022, generative AI has become the world’s fast-growing technology and the subject of much debate regarding the threats and opportunities that come along with it. The truth is that no leader has experienced a technology like genAI before, one that performs tasks as good as or better than humans. What’s clear, we have now catapulted toward a post digital transformation era. AI has forever changed the trajectory of business evolution, putting ‘business as usual’ in the rearview mirror. Leaders now face an entirely new set of prospects and challenges that will test their creativity, resilience, and vision. In this rousing keynote, world-renowned futurist and best-selling author Brian Solis will share why this is the moment for leaders to reimagine their organizations for an entirely new future. He will explore why automation is no longer the goal, but instead the norm, and why augmentation will be the key to differentiation and how leaders can forge the mind shift required to unlock a new future as an AI-first exponential growth business.
Board Liaison Session #4
2:45 – 3:30 p.m.
Effective Strategic Planning Processes
Dottie Schindlinger, Executive Director, Diligent Institute
- What Is “Strategy” vs. “Operations”
- Strategic Planning Framework
- Strategic Tools You Can Use
- The Board Liaison as a Strategic Player
Conference Information Desk
7:00 a.m. – 12:00 p.m.
Networking Breakfast
7:00 – 8:00 a.m.
Directors Conference General Session
8:00 – 9:20 a.m.
Regulatory Update
Ronnie Blue, Supervisory Examiner, NCUA
Session description coming soon.
Networking/Travel Time
9:20 – 9:40 a.m.
Board Liaison Session #5
9:40 – 10:40 a.m.
Board Success – All Board Assessments Are Not The Same
Dottie Schindlinger, Executive Director, Diligent Institute
- Governance Assessments
- Board Assessments
- Peer-to-Peer Assessments
- Officer Assessments
- CEO Assessments
- Committee Assessments
Networking Refreshment Break
10:40 – 11:00 a.m.
Board Liaison Session #6
11:00 a.m. – 12:00 p.m.
Effective Board Succession Planning & Fostering a Strong Relationship with the Board
Dottie Schindlinger, Executive Director, Diligent Institute
- Identifying the “Ideal Board” of the Future
- Crafting a Succession Approach & Process
- Championing Board Diversity & Inclusion as a Board Liaison
- Developing Trust with Key Stakeholders as a Board Liaison
- Effective Communications
- Interactive Discussion Scenarios
Optional to join last day of Directors Conference
Conference Information Desk
7:00 – 10:00 a.m.
Breakfast
7:00 – 8:00 a.m.
General Session
8:00 – 9:25 a.m.
A Whole New World - The Rapid Transformation of Financial Services
Mark Sievewright, Chief Strategy Officer & Founder, Sievewright & Associates, a SRM Company
In the fast-evolving landscape of financial services, adaptation is not just a choice, but a necessity. Join us for an insightful session as we delve into the dynamic shifts and disruptive innovations reshaping the financial sector at an unprecedented pace. From digital banking to fintech and AI, explore how emerging technologies are revolutionizing traditional banking models and customer experiences. This session promises to provide valuable perspectives on thriving in a world where change is the only constant.
Networking Refreshment Break
9:25 – 9:40 a.m.
Closing General
9:40 – 10:45 a.m.
The Hero Effect® - Being Your Best When It Matters the Most!
Kevin Brown, Author & Motivational Speaker
In a fresh and entertaining style, Kevin shares ideas, strategies and principles that will inspire and equip participants to show up every day and make a positive difference. At the heart of Kevin’s message is a simple, yet powerful philosophy for life that drives every thought, every action and ultimately every result we achieve both personally and professionally. Your team will be motivated to reach beyond what is required and do something remarkable!
This keynote is designed to help attendees:
- Achieve greater results by eliminating “ordinary" thinking and mastering the habit of excellence.
- Own the moments that matter (and they all matter) by taking responsibility for their attitude, their actions, and their results.
- Create meaningful relationships and deliver an extraordinary experience for every “customer” at work and at home.
Conference Wrap up
10:45 – 11:00 a.m.
Conclusion of Conference
11:00 a.m.
Hotel
Omni Nashville Hotel
250 Rep. John Lewis Way S
Nashville, TN 37203
Hotel rates in the CUES block are $319/night.
CUES has reserved a limited number of rooms at the Omni Nashville Hotel at the discounted rate above. To make hotel reservations, book online here. Room rates and availability are not guaranteed, so CUES recommends making your reservations early. The discounted CUES rate will expire when the block is full or on Monday, November 11 2024, whichever happens first. The hotel offers great amenities, discounted rates, and the best networking opportunities available. Staying within the CUES room block will help keep registration prices down.
* Remember that all hotel arrangements are strictly between you and the hotel. If you have accessibility needs for your stay, please request those directly with the hotel. In the event you are no longer able to attend or your flight is canceled, you are responsible for calling to cancel your room reservation.
Check-in time is 4:00 p.m., and check-out is 11:00 a.m.
CUES has negotiated a discount when you book with Enterprise and National for this meeting. You can take advantage of our discounted rates by booking online using the below links. Be sure to reference account number OSMB44A when making all reservations.
Enterprise Reservations | National Reservations
We also invite you to enroll in the Emerald Club loyalty program. As an Emerald Club member, you can bypass the counter and choose your own vehicle, earn free rental days, receive arrival & return alerts, receive e-receipts, and maximize benefits while still enjoying our CUES corporate discount. Click here to enroll in Emerald Club (Emerald Club benefits applicable to both Enterprise & National reservations).
Sunday, December 8
Opry Country Christmas
5:30–9:30 p.m.
$165/person
This event is currently sold out. To be added to the waitlist, please contact events@cues.org.
Nashville’s coolest holiday show! Be part of Nashville’s can't-miss holiday show series. Enjoy a night of festive fun with special guests, spotlight artists, and nonstop surprises at the world-famous Grand Ole Opry. There is no better place to spend your Music City holiday. The price includes a main-floor seat and round-trip transportation to the event.
FAQ
ALL CANCELLATIONS MUST BE IN WRITING. (cues@cues.org)
- Prior to 60 days – full refund
- 31-60 days before start of event – 50% refund
- 0-30 days before start of event – no refunds or credits for future events given
Due to financial obligations incurred by CUES, no refunds or credits will be issued on cancellation requests less than 30 days prior to the start of the event. Substitute attendees are welcome, subject to eligibility.
CUES reserves the right to cancel or reschedule the event due to unforeseen circumstances, and will refund fees if the event is rescheduled or location is changed and you are unable to attend.
We are currently working on an Information Sheet for you; it contains everything you need to know about attending this event. Once available, you will be able to find it here.
The comfort and well-being of our attendees is of utmost importance to us; we will make every effort to make sure you are comfortable at our events!
Please email events@cues.org as soon as you know you’re attending a CUES event. Be sure to include your name, credit union, the CUES event you are registered for, and everything we need to know to accommodate your request.
We’ll be in touch with any questions we have, and let you know how we can help.
In addition to the great content and speakers we have lined up, your registration includes:
- All educational sessions & materials
- Sunday's welcome reception for attendees and their guests
- Three breakfasts
- One luncheon
Suggested dress for the conference is business casual. Temperatures in Nashville are in the mid-50s during the day and low 40s in the evening. Although we try to keep meeting room temperatures comfortable, we suggest you bring a sweater or jacket.
No, we’ve planned completely different sessions for the in person and online experiences, so you’ll benefit by attending both!
Yes, and it’s all included in your Board Liaison Workshop in person registration! See our Agenda tab for details.
If you have any questions or inquiries, please contact CUES Headquarters at 800.252.2664 or outside the U.S. call 608.271.2664 or email cues@cues.org.
Board Liaison Workshop focuses on leadership and governance.
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