Execu/Summit®

Welcome Reception and Registration
5:00 - 6:00 p.m.

Breakfast
7:00–7:30 a.m.

Introduction and CUES updates
7:30–7:45 a.m.

General Session
7:45–9:30 a.m.

Leveraging People Analytics for Sustainable Growth
Dr. Y. Sekou Bermiss, Associate Professor of Strategy and Entrepreneurship, UNC Kenan-Flagler Business School

Sustaining high performance requires credit union leaders to develop informed ways of leveraging the talent of their employees which allows their organizations to functional effectively, cope with change, and maintain growth. The emergence of the field of people analytics, in particular, provides a new approach to managing these issues with a focus on data-driven decisions making. Adopting this approach, however, requires significant organizational changes including a shift in how credit union leaders approach issues around people, process, and culture. Boards play an important role in this shift by advocating for improvements in talent management, advising credit union leaders about the available tools, and guiding them through the transition.

Free time
9:30 a.m.–3:00 p.m.

Warm-up Break
3:00–3:30 p.m.

Morning session continued
3:30–6:00 p.m.

Breakfast
7:00–7:30 a.m.

General Session
7:30–9:30 a.m.

Elevate Your Negotiation Skills: A Workshop for Credit Union Leaders
Dr. Jamie Leddin, Professor at Vanderbilt University

Are you ready to enhance your negotiation skills and drive better results for your credit union? Join Dr. Jamie Leddin for an engaging and impactful workshop designed for credit union leaders like you. Specifically tailored for credit union leaders, this session offers a blend of foundational principles and advanced techniques that cater to the credit union sector.

This workshop is more than a learning opportunity— it's an opportunity to transform your negotiation approach and achieve exceptional results for both you and your credit union. Whether you’re a CEO, board chair, supervisory committee member, or director, you’ll walk away with actionable insights and enhanced confidence in your negotiation skills.

What You'll Gain:

• Advanced Techniques: Learn and practice negotiation strategies, helping you secure better outcomes in high-stakes discussions.
• In-Depth Knowledge: Explore core negotiation principles with a focus on practical applications relevant to the credit union industry.
• Interactive Experience: Engage in hands-on exercises, real-world scenarios, and role-playing activities to reinforce key concepts and gain practical experience.
   

Free time
9:30 a.m.–3:00 p.m.

Warm-up Break
3:00–3:30 p.m.

Morning session continued
3:30–6:00 p.m.

Breakfast
7:00–7:30 a.m.

Economic Update
7:30–9:30 a.m.

U.S. Economic Forecast and Its Influence on Credit Unions
Steve Rick, Director and Chief Economist, TruStage

The presentation will examine how the global economy, financial sector, and labor market influence the U.S. economy, interest rates, and credit union balance sheets and earnings. Steve Rick will provide analysis and benchmarks to evaluate your credit union’s performance. He will also highlight trends in savings and lending activities and assess the potential impact of future economic developments in 2025.
 

Session ends for the day/free time
9:30 a.m.

Breakfast
7:00–7:30 a.m.

General Session 
7:30–9:30 a.m.

Execution: It's More than Simply Getting Things Done 
Tony Moore, International Keynote Speaker, Author, and Executive Coach

Execution is one of the hallmarks of a great leader. However, execution is more than the ability to get things done. It is the discipline of ensuring the right things get done at the right time by the right people. Without this discipline, leaders find themselves in the weeds, serving as the primary decision-maker, and impeding efficiency. Regrettably, the discipline of execution eludes many leaders because of the challenge of transitioning from one who does the work to one who ensures work gets done through others. When leaders are promoted without proper preparation, they continue to rely on the skills, competencies, and approach to leadership that made them successful at the previous level. Unfortunately, as in the words of author Marshall Goldsmith, “What got you here, won’t get you there.”

Utilizing humorous lecture, real-life examples, small group discussions, and interactive exercises. This session will walk participants through a proven process to reverse the effects of promotion without preparation. Participants will depart with the tools needed to create a system of execution and reporting mechanisms that ensure the right things get done at the right time by the right people.

What you’ll learn:

• The symptoms of promotion without preparation and how to address them.
• The components needed to build a system of execution that ensures the right things get done at the right time by the right people.
• How to leverage a decision-making and communication matrix that supports a system of execution.
   

Free time
9:30 a.m.–3:00 p.m.

Warm-up Break
3:00–3:30 p.m.

General Session 
3:30–6:00 p.m.

The Smart Executive’s Approach to Effective Succession Planning - Part 1 
Tony Moore, International Keynote Speaker, Author, and Executive Coach

Few items have the potential to ensure the long-term health, success, and impact of the credit
union movement, like an effective succession plan. Unfortunately, as noted in research by Deloitte,
“86 percent of leaders believe leadership succession planning is an “urgent” or “important” priority,
but only 14 percent believe they do it well.” Additionally, as part of NCUA’s increased focus on the
topic, their analysis of a large subset of credit unions found that roughly one in four credit unions
either lacked or had an inadequate succession plan. Without a formal succession plan, leadership
transitions leave your credit union and the movement vulnerable to disruption, stalled momentum, instability, and a loss of institutional knowledge.

Based on actual experience leading the effort to develop and execute succession planning, this
practical, entertaining, and highly interactive workshop will walk you through our succession
planning story; outlining the deliberate and intentional steps taken, challenges/obstacles
overcome, mistakes made, and systems implemented to drive success. Regardless of where you
are in the process, this session will provide tools to ensure you are focused on the right issues while
also receiving a roadmap to get started.

What you'll learn:

• The 8 building blocks of an effective succession planning process.
• The basic steps needed to build a future-focused leadership pipeline.
• 3 easy to implement steps to get started building your plan.
• How to avoid common mistakes and pitfalls made during succession planning.

Breakfast
7:00–7:30 a.m.

General Session 
7:30–9:30 a.m.

The Smart Executive’s Approach to Effective Succession Planning - Part 2 
Tony Moore, International Keynote Speaker, Author, and Executive Coach

Thursday afternoon session continued. 

Execu/Summit Concludes – Safe Travels! 
9:30 a.m.

Snowmass Village is conveniently located a short 15 minute drive from the Aspen/Pitkin County Airport.

We are currently working on updated information regarding discounted group lift tickets and equipment rental rates, car rentals and more. Check back for updates!

Separate registration required

Your companion is welcome to join you at the Welcome Reception, as well as register for any of our optional activities. A companion meal program is also available, which includes breakfast Monday through Wednesday. The cost for the meal plan is $495. A badge is required for these meal functions.
 

Execu/Summit^® explores critical industry topics in-depth. Be sure to send your CEO, senior executives, board chair, directors and supervisory committee members.

We all know taking breaks, exercising, and connecting with nature can aid learning and retention. Unfortunately for many of us, getting away—even for a few minutes—is easier said than done.    

Enter CUES Execu/Summit^®, with a schedule ready-built to aid learning and help you take your organization from where it is now to where you want it to be:

• You’ll spend time in high-level, interactive workshops with lively discussions and group problem-solving to provide a fresh perspective.
• During your free time you can imagine the possibilities for integrating what you’ve learned into your credit union’s plans when you return home.
• Plus, you’ll enjoy extensive peer networking throughout your time; share ideas with fellow CU leaders as you foster new—and deepen existing—relationships.

Your registration includes:

• Welcome Reception
• Five breakfasts
• Three warm up breaks  
• All educational sessions & materials

You can find your information sheet here soon! It will contain everything you need to know about attend this event, including:

• Where to stay
• What airport to fly into, and other transportation information
• When to arrive
• What to pack
• Spouse/guest information, if applicable

Yes! This conference meets the following standards:

• CPE credits earned: up to 21.5
• Program Level: Overview
• Delivery Method: Group-Live
• Advanced Preparation: No advance preparation is required
• Prerequisites: Not required for this program

CUES is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors, through its website linked above.

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.

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.

Plan on business casual attire. We suggest you bring a sweater or jacket along in case you find the meeting room temperature chilly.

We arecurrently working on lift ticket details. When available, pease visit the Travel & Lodging tab.