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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.

July 8, 2024
2:00 p.m. ET

July 15, 2024
11:30 a.m. - 1:00 p.m. ET

This session will begin with an introduction to Cornell University and this certificate program, followed by Leading with a CEO Mindset with General George W. Casey, JCB.

July 17–30, 2024

Led by General George W. Casey, JCB

Session description coming soon.

August 14–27, 2024

Every organization’s finance function keeps detailed records of the daily transactions involved in running the organization. Periodically, they create reports that allow management, stakeholders and regulating authorities to have insight into the financial health of the organization. As a manager, you need to understand both the metrics that are reported in income statement, balance sheets, and cash flow statements, and how they relate to each other. You also need to understand how comparing numbers across your company, the industry, and from year to year, can help you assess the overall financial performance of the firm.

The in-depth review of sample case studies in this course will provide you with the tools you need to examine your own organization’s reports. As you make budgeting and investment decisions, your knowledge of how vital financial markers indicate relative health in the organization will help drive initiatives to meet your company’s financial goals.

Key Takeaways

• Understand the structure of the three principal financial statements: the income statement, the balance sheet, and the cash flow statement, and interpret the information found in these statements
• Identify online sources of financial information that can be used to conduct research on other publicly traded firms and industries

Led by Steve Carvell, SHA

August 26, 2024
11:30 a.m. - 1:00 p.m. ET

During this live session, the participants will connect with the faculty to go deeper into the key metrics and mindsets that a CFO links toward in the organization. For this session, the faculty will discuss some of the financial linkages that senior leaders need to be aware of to build understanding of the financial levers and strategies within their organization. We will also include credit union specific examples of the type of financial metrics that could be utilized to build dashboards and financial awareness of the organization’s performance. 

Led by Drew Pascarella, JCB

September 18–October 1, 2024  

Processes are the building blocks that define everyday operations in all organizations. Organizations run on processes, so the work of analyzing a department, a team, or even the entire organization starts with an analysis of the underlying processes.

In this course, you will analyze processes where the input and processing rates are fixed and have no variability. You will investigate the basic tools of process analysis, starting with the process flow diagram and ending with the performance measures of the process. You will create a flow diagram of a system or process in your own organization. Finally, you will identify and quantify the effects of the bottlenecks in that system or process and propose strategies to manage them.

Key Takeaways

• Create a process flow diagram that represents a process in your organization
• Identify the bottleneck in a process or system and quantify its effects
• Propose solutions to manage identified bottlenecks

Led by Natalia Santamaría, Visiting Senior Lecturer, Cornell College of Human Ecology

October 10, 2024
11:30 a.m. - 1:00 p.m. ET

For this live session, professor Vishal Gaur will give an overview of how operations connects to the strategic alignment of the organization. He will share tools and techniques to grow the COO mindset of a leader in thinking about the operational and supply chain side of the organization’s strategy. He will then conduct a breakout session to give credit union leaders the opportunity to share some of the key operational ideas and metrics that can impact the strategic goals of a credit union regarding day-to-day operations and expansion. 

Led by Visal Gaur

October 16–29, 2024

In this course, you will evaluate your brand and define actions you can take to enhance your brand's performance. You will start by exploring the elements that make some brands great, why some brands garner premium consideration, and, as appropriate, how to improve a brand. You will work to create a great brand purpose and learn how to monitor the market to support the longevity of your brand by analyzing the impact of trends on your brand. You will also assess and strengthen your brand's mission, vision, and values. By the end of this course, you will have a strong vision, mission, a list of values for your brand and strategies to propel your brand forward.    

Key Takeaways

• Develop a plan to maximize your brand's volume, price, satisfaction, and repurchase premiums
• Analyze market trends to identify the most significant challenges and opportunities for your brand
• Assess your brand readiness to address market challenges and opportunities
• Define the building blocks of brand purpose: vision, mission, and values

Led by Chekitan Dev, SHA

November 5, 2024
11:30 a.m. - 1:00 p.m. ET

This session provides a clear overview of the digital marketing world.  Discover how players such as ad networks, demand-side platforms and data management platforms interact with advertisers, agencies and publishers. Then learn how to use time-proven frameworks to assess your customers' needs and identify your primary marketing objectives. Once you've put that all together, you'll learn how to evaluate the performance of digital marketing campaigns.

Led by Chekitan Dev, SHA

November 13–26, 2024

As new digital technologies become embedded in business operations, there are more questions than answers for many leaders. How can you harness the power of digital technologies to help your credit union thrive without falling into pitfalls along the way?

In this course, you will gain a foundation in a number of technological advances. You will start by discussing ways that technologies can improve your personal and professional life, including ways to produce work more smoothly, quickly, and effectively. You will also explore ways that technologies fail to deliver on promised results and access methods to prepare your team to benefit from digital technologies. By the end of this course, you will understand ways to harness the opportunities and avoid the pitfalls of digital technologies.

Key Takeaways

• Understand advances in digital technology
• Assess examples of digital technologies that have had positive impacts and relate them to an opportunity mode
• Assess examples of digital technologies that have had negative impacts and relate them to a failure mode
• Determine the readiness of you and your team members to benefit from digital technology

Led by Karan Girota, Cornell Tech

December 6, 2024
11:30 a.m. - 1:00 p.m. ET

The CIO at the credit union no longer is solely responsible for maintaining technology and making the organization’s systems faster. Today the CIO plays a critical role in shifting the credit union toward a more flexible, modular system that allows it to roll out and change services at a previously unthinkable pace. They help create flexible, member-centric features off of nimble, cloud-based platforms that can be enhanced quickly and continuously. The CIO enables even modest-sized organizations keep up with the rapid pace of change in Fintechs. 

In this session, you will learn best practices for gathering and using member data to shape services, improve member experience, and enhance engagement.

Led by Karan Girota, Cornell Tech

January 8–21, 2025

Contracts are often written by legal professionals, but the best business deals are ones worked out collaboratively by people who know their business operations intimately.
 
This course will help you gain a seat at the negotiating table, familiarizing you with legal terms and concepts involved in the business deals.  You’ll learn how to collaborate with legal counsel and help negotiating parties address information gaps to reach agreement.

With content provided by two Cornell Law School professors and two practicing corporate attorneys this course is rich with practical video content and a course project that’s designed to help you apply what you’ve learned to your work situation.

• Analyze the structure of contracts
• Embrace basic contract principles and guidelines
• Evaluate how contract provisions address information gaps and assign risk in a business agreement
• Prepare for effective use of representations, warranties and covenants in contracts
• Assess the benefits and challenges associated with post-closing price adjustments 

Led by Charles Whitehead, Cornell Law School and Robert Hillman, Cornell Law School

January 30, 2025
11:30 a.m. - 1:00 p.m. ET

In this session you will examine the critical relationship between the CRO and legal counsel and how best to establish an effective relationship with both inhouse and external counsel and how to work with legal professionals to navigate legal obstacles and accomplish business goals

Led by Mark Underberg

February 12–25, 2025

Leaders are responsible for encouraging the highest possible performance from their employees.  Most leaders recognize that motivation is a key driver of high performance. Few leaders are skilled at choosing the right combination of approaches and tools to motivate all of their people. Not all individuals are motivated by the same things, and some might be demotivated by the same conditions or incentives that motivate others. This session prepares you to analyze performance problems and assess whether they actually can be attributed to a lack of motivation or to one of several other root causes.

You will learn how to increase the factors that do motivate people and improve workplace performance. You will also use the three primary drivers of human motivation to foster better performance on the job.

Key Takeaways

• Identify your personal primary driver for motivation
• Conduct a root-cause analysis for an individual with performance gaps  
• Evaluate factors that undermine employee motivation and engagement in your organization
• Use the three critical primary motivation drivers to tailor your approach to motivation
• Enhance the conditions for an individual that make optimal use of that person’s key motivation driver
   

Led by Elizabeth McLean

March 4, 2025
11:30 a.m. - 1:00 p.m. ET

During this session, the focus will be on the human capital development area of the organization’s strategy. One of the key elements of successful leaders is their ability to recruit, retain and develop their talent. The session will focus on the tools and techniques that leaders need to deploy to develop their talent and to position the organization’s teams to be high performing. The faculty will share techniques to increase engagement and innovation within the organization linked to team leadership. 

March 19–April 1, 2025

In our VUCA world, it is easy to feel weighed down by daily issues. You can become so consumed by the difficulties of the present moment that you neglect to look ahead and analyze your larger mission. Yet as a leader, you have to be able to step back from the challenges that each day brings and assess the big picture. You have to help your people envision what the future looks like. Even the most skilled leaders agree that this is not easy. However, there are concrete measures you can take to prepare for future success.
 
In this course, you will learn how to develop a plan to evaluate your organization's ability to accomplish its vision and strategy. You will apply Lewin's three-stage model of change to enable your organization's continuous adaptation and devise a plan that demonstrates how you will sustain progress. Finally, you will apply the read, exercise, sleep, and think (REST) model to take care of yourself and remain effective as a leader.
 
Key Takeaways

• Conduct continuous assessment and adaptation
• Plan for sustained momentum
• Prepare for what you can't control
• Take care of yourself — REST — to remain effective as a leader

Led by General George W. Casey, Johnson School of Management

Date & Time TBD

For this final session and wrap, the faculty will introduce tools and techniques on how to pull all the skills and techniques the participants have learned during the program to drive change. The faculty will discuss how to experiment individually and organizationally to drive change and how to potentially overcome some of the initial barriers to change that may present themselves when you are trying new things. We will wrap up this session with a virtual graduation ceremony from the program. 
 

Led by Allan Filipowicz

Yes. Students who attend all sessions and complete required course work: 

• Receive an Executive Certificate in Management and Leadership from Cornell University and CUES
• Earn the prestigious Certified Credit Union Executive Manager (CEM) designation

You’ll earn 6.4 CEUs upon completion of the program.

This unique nine-month program has been developed specifically for the credit union industry by instructional designers from Cornell University and CUES. This combination results in a more effective learning experience and enhanced outcomes.

CUES Advanced Management Program runs from July 1, 2025 - April 30, 2026 and is delivered over the course of two semesters. During that time, you’ll take eight eCornell courses at your own pace within a two-week time frame. They are interspersed with seven 90-minute Cornell faculty-led live online sessions. 

CUES has partnered with Cornell University to meet the development needs of high potential/high performing credit union staff—particularly the key managers, directors, AVPs and VPs at your organization.

Live sessions will be recorded and available for playback if you miss a session.

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.

Breakfast & Registration
7:00 – 8:00 a.m.

Session
8:00 – 10:00 a.m.

Networking Break
10:00 – 10:15 a.m.

Morning Session Continued
10:15 a.m. – 12:00 p.m.

Lunch
12:00 – 1:00 p.m.

Afternoon Session
1:00 – 2:15 p.m.

Networking Break
2:15 – 2:30 p.m.

AfternoonSession Continued
2:30 – 4:00 p.m.

Breakfast & Registration
7:00 – 8:00 a.m.

Session
8:00 – 10:00 a.m.

Networking Break
10:00 – 10:15 a.m.

Morning Session Continued
10:15 a.m. – 12:00 p.m.

Lunch
12:00 – 1:00 p.m.

Afternoon Session
1:00 – 2:15 p.m.

Networking Break
2:15 – 2:30 p.m.

Session
2:30 – 4:00 p.m.

Wrap Up

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.

Director Development Seminar offers ways for your board to function at its best. Send every member of your board, including your chair, officers, new and veteran directors, supervisory committee members, and CEO.

Your registration fee includes:

• All educational sessions and materials
• Breakfast, lunch and breaks on Monday and Tuesday

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

Yes! CUES Director Development Seminar meets the following standards:

• CPE credits earned: up to 15.5
• 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.

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 breaks.

The cost for the meal plan is $325. A badge is required for these meal functions.