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The Newport News/Williamsburg International Airport (PHF) is 18.5 miles from the hotel and the Richmond International Airport (RIC) is 45 miles from the hotel.

A variety of ground transportation options are available at the Newport News/Williamsburg International Airport, including shuttles, taxis, and ride-share services.

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).  
 

The hotel offers self-parking for $20 per day for registered hotel guests. Parking charges are subject to change and are subject to applicable taxes.

Your registration fee includes:

• All educational sessions and materials
• Breakfast & Lunch
• Refreshment breaks

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.

Right here! It contains 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

INFO SHEET

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.

Meal Plan Option (separate registration required):

Your companion is welcome to join you for breakfast, lunch, and afternoon break.

The cost for the meal plan is $165. A badge is required for these meal functions.

Breakfast & Registration
8:00–8:30 a.m.

Session
8:30–9:45 a.m.

Laying the Foundation – The Role & Impact of the Supervisory/Audit Committee
Ancin Cooley, Principal, Synergy Credit Union Consulting

It is important to understand the core purpose of the Supervisory Committee, recognizing its fundamental role within the organization. Examining its historical evolution and modern-day relevance provides valuable context for how the committee has adapted over time. Additionally, learning how committees can shift from passive oversight to proactive governance is key to maximizing their effectiveness and ensuring they add meaningful value in today’s dynamic environment.

Skills Developed: 

• Clarity on the committee’s mission
• Understanding of how governance failures impact institutions
• Knowledge of how successful committees drive credit union performance
   

Morning Networking Break 
9:45–10:00 a.m. 

Session
10:00–11:45 a.m. 

Constructing the Framework – Key Responsibilities of Supervisory/Audit Committee Members
Ancin Cooley, Principal, Synergy Credit Union Consulting

It is essential to identify and differentiate between the committee’s strategic and operational responsibilities to ensure clarity in its role and focus. Additionally, understanding the fiduciary, legal, and ethical obligations of committee members is critical to fulfilling their duties with integrity and accountability. Equally important is the ability to anticipate and manage regulatory expectations, allowing the committee to stay ahead of compliance requirements and support the organization's long-term success.

Skills Developed:

• Recognizing audit & risk oversight responsibilities
• Understanding NCUA expectations for Supervisory Committees
• Applying practical decision-making skills
   

Lunch
11:45 a.m.–12:45 p.m.     

Session
12:45–2:00 p.m.

Strengthening the Beams – The Practical Work of a Supervisory/Audit Committee
Ancin Cooley, Principal, Synergy Credit Union Consulting    

Learning how to conduct effective meetings with focused agendas is essential to ensuring productive discussions and meaningful outcomes. Mastering time management and prioritization helps committee members stay organized and efficiently handle their responsibilities. Additionally, developing skills for clear and actionable reporting is crucial for communicating insights, decisions, and progress in a way that drives informed action and supports overall governance effectiveness.

Skills Developed: 

• Running high-impact meetings
• Understanding the audit process and key deliverables
• Improving communication between the committee and management
   

Afternoon Networking Break 
2:00–2:15 p.m. 

Session
2:15–4:00 p.m.

Reinforcing the Structure – Deep Dive into Key Responsibilities
Ancin Cooley, Principal, Synergy Credit Union Consulting   

Gaining a deeper understanding of the committee’s duties in risk management is key to ensuring strong organizational oversight. Learning how to review and challenge audit findings effectively further strengthens the committee’s ability to safeguard the organization’s integrity. Additionally, understanding how to apply oversight through real-world case studies provides practical insights and helps translate knowledge into effective governance practices.

Skills Developed: 

• Proactive risk management techniques
• Reviewing audit reports with confidence
• Navigating compliance challenges

The Newport News/Williamsburg International Airport (PHF) is 18.5 miles from the hotel and the Richmond International Airport (RIC) is 45 miles from the hotel.

A variety of ground transportation options are available at the Newport News/Williamsburg International Airport, including shuttles, taxis, and ride-share services.

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).  
 

The hotel offers self-parking for $20 per day for registered hotel guests. Parking charges are subject to change and are subject to applicable taxes.

Your registration fee includes:

• All educational sessions and materials
• Breakfast & Lunch
• Refreshment breaks

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.

Right here! It contains 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

INFO SHEET

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.

Meal Plan Option (separate registration required):

Your companion is welcome to join you for breakfast, lunch, and afternoon break.

The cost for the meal plan is $165. A badge is required for these meal functions.

The Wharton School
University of Pennsylvania

Highlights: scenario planning, member-centricity simulation, strategic segmentation

Year I Project: Give back to your credit union by completing a scenario planning project specific to your organization.

Samuel Curtis Johnson Graduate School of Management
Cornell University

Highlights: change management, negotiation techniques, effective group performance and process

Year II Project: Apply the lesson you learned in organizational effectiveness to a business challenge or opportunity for your credit union.

CEO Institute II

Darden Executive Education
University of Virginia

Highlights: Leadership Practices Inventory (LPI), managing change, motivation techniques

CEO Institute III

CEO Institute offers a robust professional development experience for:

• Dedicated CEOs who value professional development and keeping abreast of the latest management strategies
• Credit union executives looking for the in-depth business education needed to take their career to the next level
• Future leaders who want to bring more strategic skills to the table and help their organization thrive

Tuition includes:

• Classroom instruction at a world-renowned educational institution
• Five nights of on-campus executive accommodations
• Class materials
• Most meals

CUES offers a scholarship! The value of the scholarship will equal one-third of the cost of CUES member tuition for all three segments of CUES CEO Institute. The remaining tuition fees, travel and other expenses will be your responsibility. 
 

Download Application

ALL CANCELLATIONS MUST BE IN WRITING. (cues@cues.org)

• Prior to 120 days – full refund
• 61-120 days before start of event – 50% refund
• 0-60 days before start of event – no refund

Your spot will be secured when payment is received. 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.

Yes! This institute meets the following standards:

• Earn up to 34 CPE Credits
• Program Level: Overview
• Delivery Method: Group-Live
• Field of Study: Business Management & Organization
• Prerequisites: None

The Credit Union Executives Society (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 addressed to the National Registry of CPE Sponsors, through its website linked above.

Yes! Earn your Certified Chief Executive (CCE) designation by successfully completing all three weeks of CEO Institute and two between-segment assignments. This title signifies you’ve made an ongoing commitment to your professional development, obtaining a level of expertise recognized throughout the credit union industry.

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.