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Download a PDF of the CUES Talent Development Guide for Canadian Credit Unions.

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CUES is in the business of leadership potential. With a legacy of service spanning more than 50 years, we measure our success one leader at a time. Focused on the credit union system globally for over 50 years, CUES is committed to continuing its support and the development of Canadian credit union leaders for years to come. As credit union leaders face uncharted territory and boundless challenges, CUES stands as the galvanizing force for our members to sharpen their skills. Because human potential is limitless, so too, is the value of CUES.

Our mission: to educate and develop credit union CEOs, directors and future leaders.

Our vision: CUES will help credit union leaders achieve their greatest potential, so they can strengthen credit unions and improve the financial lives of their members.

“Developing a credit union leadership team involves more than simple training. It’s an ongoing process of guided professional development by an organization who understands credit union challenges, objectives, and growth potential. This organization is CUES. A proactive, transformative resource in the credit union industry, CUES provides our system leaders with the foundation they need to be effective visionaries. In an ever-changing financial world, it is pivotal to our success.”

Daniel Johnson
CEO
Innovation Credit Union
Swift Current, Saskatchewan, Canada


Membership Bar for Director Offerings


 

Management Memberships
CUES’ individual and group memberships for credit union professionals offer access to valuable networking, discounts to our professional development opportunities, and free Webinars and publications.

Board Memberships
CUES’ credit union board individual and group memberships offer access to valuable networking, discounts to our professional development opportunities, free Webinars and CUES Director Education Center.

Next Gen Membership
CUES’ Next Gen Membership is open to credit union executives and staff who are new to the financial services industry or age 35 or younger. This membership gives you all of the potential-realizing benefits enjoyed by CUES members.

Event Bar for Director Offerings

 

Prestigious Schools, Esteemed Instructors
Smart executives know ongoing education is the key to success, particularly in the financial services industry. CUES’ institutes provide a strong foundation, helping to turn today’s professionals into tomorrow’s exceptional leaders. CUES has partnered with the world’s most prominent business schools to bring unsurpassed educational offerings, all designed specifically for the credit union industry.

CEO Institute I: Strategic Planning
Credit union executives and future leaders, take your career to the next level. Learn to turn challenges into change. Delve into strategic planning through embracing uncertainty, rather than ignoring it.

CEO Institute II: Organizational Effectiveness
Effective change-management skills are needed for even the most thought-out plan. As a credit union executive or future leader, you’ll reach beyond your area of expertise and include every level of executive management in your credit union’s planning process.

CEO Institute III: Strategic Leadership Development
CEO Institute III represents the highest point in your professional leadership development. Designed for credit union executives and future leaders, you’ll uncover the reasons why you lead the way you do, and learn new ways to become a more effective leader.

CUES Governance Leadership Institute™
Directors and executives, strengthen your contributions to your credit union as you learn to balance healthy debate and diversity with consensus building at CUES Governance Leadership Institute.

Strategic Growth Institute™
Walk away knowing how to analyze, evaluate, and recommend specific actions that will grow your credit union while avoiding common pitfalls. You’ll also learn to build value by scaling existing markets, entering established markets,or creating new markets through innovation and mergers.

Strategic Innovation Institute™
Credit union executives, future leaders and graduates of CUES’ CEO Institute will learn to embrace innovation and become a successful agent of change. Graduates of this robust, transformational program are well equipped with a comprehensive understanding of innovation that benefits their credit unions immediately.


Conference Bar for Director Offerings

 

Learn the Latest, Build Strong Connections
You’ll find vital topics and great networking opportunities at CUES’ conferences, seminars and educational events. Considered among the best in the industry, we cover subjects you need to know, presented by the best speakers and instructors. And, you’ll discover CUES ’ events are about much more than just learning; you’ll also make connections with colleagues you can turn to for advice and camaraderie in the years to come.

CUES Symposium: A  CEO/Chairman Exchange
This CEO/Chairman exchange allows teams to converge for a meeting of the minds at this unique conference designed to align the strategic vision of your credit union’s top team through shared learning experiences. Your team will return home a stronger, more unified force.

CEO/Executive Team Network™
This dynamic event focuses on growth opportunities. Designed for CEOs and senior managers, you’ll learn from top speakers who examine strategy and leadership, thought-provoking sessions on the latest industry trends, lively discussions, and unparalleled networking opportunities.

Directors Conference
This comprehensive event for credit union directors takes an in-depth look at the relevant governance and strategic issues affecting your board, credit union and the movement.

Execu/Net™
Broaden your perspective, challenge yourself and try new things as our speakers guide you through powerful morning sessions, covering growth strategies, financial complexity, and innovation.

Execu/Summit®
This meeting’s unique schedule—bookending educational sessions around midday networking on the slopes—will leave you armed with the knowledge you need to take your organization’s performance to the next level.

Board Liaison Workshop
Board liaisons are truly in the thick of things, serving as a communication hub and making sure others have what they need to succeed. Our new Board Liaison Workshop, a companion to Directors Conference, is designed to make you more effective in this role!
 

Schools Bar for Director Offerings


 

Talent Development, Focused Content
CUES’ schools are at the heart of our mission to educate and develop credit union talent among CEOs and future leaders. Each features top instructors with real-world knowledge, convenient locations, and short time spans. The curriculums go way beyond the surface, and deep into the matter at hand. Plus, each provides practical tools and ideas you can easily implement once you’re home.

CUES School of Applied Strategic Management™
Help your credit union—and your members—soar. Credit union managers along with fellow attendees, working as a team, will “run” a financial institution in the safety of virtual environment.

CUES School of IT Leadership™
CEOs and vice presidents will review critical areas of development such as building the IT organization around market forces, constructing a compelling IT culture that attracts top technical and business talent, and creating the processes and culture for rapid execution of change initiatives.

CUES School of Strategic Marketing™ I
Effective marketing communicates your credit union’s value, improves member experience, and drives growth and profitability. CEOs, Vice Presidents and managers of marketing, attend and learn the keys to strategy-focused marketing and data-driven decision making.

CUES School of Strategic Marketing™ II
CEOs, Vice Presidents and managers of marketing, build on the lessons of CUES School of Strategic Marketing I and learn how to increase returns on marketing investments through better allocation of marketing resources.

CUES School of Enterprise Risk Management™
CEOs and vice presidents will explore ways to optimize risk management in key processes, improve and inform strategic planning and capital management using ERM, and improve financial performance—even in the face of risk-based capital.

CUES School of Member Experience™
CEOs, vice presidents and managers will discover the knowledge and resources to build an outstanding member experience at every touch point.

Payments University™
Developed with the experts at CO-OP Financial Services, Payments University will help you respond and keep up with the rapidly changing payments landscape. The program was designed to give executives the tools and hands-on experience they need to identify and respond to “weak signals”emerging opportunities and challenges that can make or break your payments strategy—and design offerings with your members in mind. The unique format combines live-taught online courses with classroom sessions led by world-class instructors.

Education Bar for Director Offerings


 

Strengthen Your Credit Union, Develop Your Board
In addition to CUES’ Center for Credit Union Board Excellence (CCUBE) and other online director courses, our director events provide ways to help boards run at their optimum. You’ll find faculty and speakers of the highest caliber, covering topics vital to the health of your credit union. Plus, CUES offers something for every board member—veteran directors and newly elected alike—to help your board become stronger and more efficient.

CUES Governance Leadership Institute™
Directors and executives, strengthen your contributions to your credit union as you learn to balance healthy debate and diversity with consensus building at CUES Governance Leadership Institute.

CUES Director Strategy Seminar
Credit union strategic planning requires concentrated consideration throughout the year, not just at an annual weekend retreat. Attend and learn to cultivate strategy year-round, and to develop market-driven plans with solid underlying value propositions.

CUES Director Development Seminar
Board members must efficiently fulfill their fiduciary responsibilities. Attend and advance your governance skills and maximize the traits you need to successfully reach your credit union’s goals.

Board Chair Development Seminar
The chairperson’s primary role is to maximize the value of the board while maintaining a delicate balance with effective governance. Attend, and gain the unique, advanced skill set you need to lead a high-performing board.

Directors Conference
This comprehensive event for credit union directors takes an in-depth look at the relevant governance and strategic issues affecting your board, credit union and the movement.

Board Liaison Workshop
Board liaisons are truly in the thick of things, serving as a communication hub and making sure others have what they need to succeed. Our new Board Liaison Workshop, a companion to Directors Conference, is designed to make you more effective in this role!

Execu/Net™
Executives and directors can broaden their perspective, challenge themselves and try new things as our speakers guide them through powerful morning sessions, covering growth strategies, financial complexity, and innovation.

Execu/Summit®
This meeting’s unique schedule—bookending educational sessions around midday networking on the slopes—will leave executives and directors armed with the knowledge you need to take their organization’s performance to the next level.

CUES Director Education Center for Canadian Credit Unions
Our new online platform includes improved tracking and reporting features, in addition to enhanced, expanded, and interactive course offerings. The continuously expanding course list currently includes:

  • Board Authority
  • Committees and Task Forces
  • Strategic Planning
  • Monitoring Performance
  • Strategic Relationships and Mergers

Start leveraging this updated membership benefit.
 

Solutions Bar for Director Offerings 


CUES eVote
CUES eVote voting software streamlines merger and bylaw votes, board elections, and membership surveys; managing everything from ballots, to member service, to tabulating the final results.  

Quantum Governance, L3C
Unravel your board’s complicated roles and responsibilities, and combine leading-edge governance with strategic thinking to become an even greater asset to your credit union.

ServiStar® Member Experience Builder
Good service and product selling are not enough to grow membership or keep current members coming back for more. Your credit union must navigate toward a discernibly more convenient and customized member experience, and ServiStar® can help.

CEO Assessment for Credit Unions
Strengthen CEO performance with this unique, web-based CEO evaluation tool combining data provided by both the CEO and directors.

Board Governance Assessment
Included with a CCUBE Membership!
Take an honest look at your board with this anonymous, online assessment tool. Evaluate board performance in key areas of governance and create a plan to improve.

Director Skills Assessment
Improve board recruitment and focus training resources by evaluating director’s individual and collective capabilities to pinpoint skill set gaps in five key areas .

Davies Park Executive Search
Receive a 10% discount on services provided by this top Canadian executive search firm. Davies Park has offices throughout Canada, and more than 25 years experience placing senior leaders in the credit union and financial services sectors.