Network with Your Peers
CUES Governance Leadership Institute Attendees by Title
Today’s credit union boards face unprecedented complexity. Strategy, risk, data, and technology evolve faster than many governance models can keep up with. The newly refreshed CUES Governance Leadership Institute ensures board members are equipped with the insight, oversight, and influence required for strong credit union leadership.
Offered in partnership with the world-renowned Joseph L. Rotman School of Management in Toronto, this immersive learning experience builds governance excellence and equips directors to confidently guide technology-driven decisions and organizational transformation.
Previously offered as two separate programs, we’ve combined and modernized the curriculum to reflect where the industry is headed, delivering the most relevant governance learning in a single, integrated experience. Dive into these critical areas:
Attendees who complete all program requirements earn the prestigious Certified Credit Union Director (CCD) designation.
Subscribe to receive more information on Governance Leadership Institute.
Attendees build practical, future-focused expertise across these crucial governance areas:
You’ll return ready to make decisions that protect members, accelerate strategy, and drive innovation.
Led by renowned Rotman faculty, this program draws on their extensive experience in:
Many faculty remain engaged with attendees beyond the classroom, offering guidance and support as your board evolves.
Seats are limited to ensure a highly personalized and collaborative experience—don’t wait to register!
CUES Governance Leadership Institute Attendees by Title
CUES Governance Leadership Institute’s schedule offers 22 hours of learning.
You will earn up to 32 Continuing Professional Education credits for attending CUES Governance Leadership Institute.
All attendees who complete CUES Governance Leadership Institute will become a Certified Credit Union Director (CCD).
For sponsorship information, contact supplierrelations@cues.org.
Registration, Reception & Dinner
Yorkville Royal Sonesta
Reception 6:00 – 6:30 p.m.
Dinner 6:30 p.m.
Breakfast
7:00 – 8:00 a.m.
Mini Case
8:00 – 9:00 a.m.
Morning Session
9:00 – 10:30 a.m.
Credit Union Directors - Duties, Roles and Potential Liability
Richard Powers, Associate Dean & Executive Director of MBA and Master of Finance Programs, Joseph L. Rotman School of Management
Break
10:30 – 10:45 a.m.
Morning Session Continued
10:45 – 12:15 p.m.
Credit Union Directors - Duties, Roles and Potential Liability (cont.)
Richard Powers, Associate Dean & Executive Director of MBA and Master of Finance Programs, Joseph L. Rotman School of Management
Lunch
12:15 – 1:00 p.m.
Afternoon Session
1:00 – 2:30 p.m.
Governance of Credit Unions: Building More Effective Boards
Richard Powers, Associate Dean & Executive Director of MBA and Master of Finance Programs, Joseph L. Rotman School of Management
Break
2:30 – 2:45 p.m.
Afternoon Session Continued
2:45 – 4:15 p.m.
Governance of Credit Unions: Building More Effective Boards (cont.)
Richard Powers, Associate Dean & Executive Director of MBA and Master of Finance Programs, Joseph L. Rotman School of Management
Breakfast
7:00 – 8:00 a.m.
Mini Case & Lessons Learned from Day 1
8:00 – 9:00 a.m.
Morning Session
9:00 – 10:30 a.m.
Inside the Credit Union Boardroom – A Guide to Negotiations & Decision Making
John Oesch, Academic Director, Rotman School of Management
Break (Group Photo)
10:30 – 10:45 a.m.
Morning Session Continued
10:45 – 12:15 p.m.
Inside the Credit Union Boardroom – A Guide to Negotiations & Decision Making (cont.)
John Oesch, Academic Director, Rotman School of Management Management
Lunch
12:15 – 1:00 p.m.
Afternoon Session
1:00 – 2:30 p.m.
Inside the Credit Union Boardroom Influencing Change Strategies
John Oesch, Academic Director, Rotman School of Management Management
Break
2:30 – 2:45 p.m.
Afternoon Session Continued
2:45 – 4:15 p.m.
Inside the Credit Union Boardroom Influencing Change Strategies (cont.)
John Oesch, Academic Director, Rotman School of Management Management
Breakfast
7:00 – 8:00 a.m.
Mini Case & Lessons Learned from Day 2
8:00 – 9:00 a.m.
Morning Session
9:00 – 10:30 a.m.
Information Technology & Cybersecurity Risk
Dr. Michael Parent, Professor, Segal Graduate School, Beedie School of Business, Simon Fraser University
Break
10:30 – 10:45 a.m.
Morning Session Continued
10:45 – 12:15 p.m.
Information Technology & Cybersecurity Risk (cont.)
Dr. Michael Parent, Professor, Segal Graduate School, Beedie School of Business, Simon Fraser University
Lunch
12:15 – 1:00 p.m.
Afternoon Session
1:00 – 2:30 p.m.
Big Data, AI and Implication for Boards
Walid Hejazi, Professor, Joseph L. Rotman School of Management
Break
2:30 – 2:45 p.m.
Afternoon Session Continued
2:45 – 4:15 p.m.
Big Data, AI and Implication for Boards (cont.)
Walid Hejazi, Professor, Joseph L. Rotman School of Management
Breakfast
7:00 – 8:00 a.m.
Mini Case & Lessons Learned from Day 3
8:00 – 9:00 a.m.
Morning Session
9:00 – 10:30 a.m.
Comprehensive Case Study
Richard Powers, Associate Dean & Executive Director of MBA and Master of Finance Programs, Joseph L. Rotman School of Management
Break
10:30 – 10:45 a.m.
Morning Session
10:45 – 12:15 p.m.
Comprehensive Case Study, Application Strategies / Review and Reflections
Richard Powers, Associate Dean & Executive Director of MBA and Master of Finance Programs, Joseph L. Rotman School of Management
Lunch
12:15 – 1:00 p.m.
Afternoon Session
1:00 – 3:00 p.m.
Team Presentations, Course Wrap-up and Certificates
Richard Powers, Associate Dean & Executive Director of MBA and Master of Finance Programs, Joseph L. Rotman School of Management
As a credit union leader you’re expected to exceed members’ needs, be strong community partners, and meet regulatory requirements—all while keeping your institution financially sound.
The prestigious CUES Governance Leadership Institute is an intense program that combines the faculty, facilities and resources of one of the world’s top business schools into an unparalleled educational opportunity that will prepare you and your credit union to excel at the organizational level.
Developed specifically for the credit union industry, CUES Governance Leadership Institute was designed for director and executives alike. Its robust curriculum meets your needs through powerful CU-specific case studies focused on highly effective boards, interactive presentations, and collaborative exercises. We’ve also included ample discussion time for topics attendees have specifically requested. Plus, you’ll benefit from valuable networking with your colleagues.
As a graduate of this transformational program, you’ll leave equipped with a comprehensive understanding of how you can strengthen your boardroom contributions as you learn to effectively balance healthy debate and diversity with consensus building. You’ll also have a thorough understanding of key issues, including:
Examine the responsibilities of directors and executives, specifically relating to these uncertain financial times. Participants will:
Learn a practiced approach to managing information exchanges between board members and management. Discover:
Explore the roles senior executives and board members play in managing and influencing organizational change. You will:
Take part in a collaboration game to experience behaviors that lead to positive and negative exchanges. Learn to:
Discuss several approaches to evaluating board and individual director effectiveness. Develop a framework for selecting new directors and recognize the socio-political complexities characterizing boards. You will:
When choosing an executive education program, it’s important to consider what you’ll get in return.
CUES executive education offerings are developed in conjunction with world-renowned universities and represent the highest quality professional development in the credit union industry; CUES Governance Leadership Institute is no exception. Taught by the esteemed Joseph L. Rotman School of Management faculty, and covering topics from strategy to governance responsibilities, this powerful learning experience helps you become a stronger contributor to your credit union, and better understand your fiduciary responsibilities.
Plus, if you successfully complete all required elements of the program, you’ll be awarded the prestigious Certified Credit Union Director (CCD) designation.
Attendees who complete CUES Governance Leadership Institute and a reflection assignment in class will become a Certified Credit Union Director (CCD). The CCD designation establishes a standard of education and excellence for credit union leaders. It signifies you have made an ongoing commitment to your professional development and obtained a level of expertise recognized throughout the credit union movement. Over 800 industry professionals have earned their CCD.
Good governance protects your credit union and CUES Governance Leadership Institute provides very tailored training and real benefits for you and your organization.
Register now by visiting the page link above or contacting Teresa Brogan, Executive Education Specialist, at 800.252.2664 or 608.271.2664; or email teresab@cues.org.
We are currently working on our travel and hotel information for the 2026 program. Please check back later.
There are two airports serving the Toronto area. The Toronto Pearson International Airport YYZ (recommended) and Billy Bishop YTZ (for shorter local and some East Coast flights). Most attendees will travel via the Toronto Pearson International Airport. Transportation to and from the hotel will take 45-60 minutes depending on the time of day. When booking your flights, please keep in mind that full participation is required to earn the designation. The program wraps up at 5:00 pm on the final day. If you choose to travel home that day, and not stay over, we recommend not booking flights that depart prior to 8:00 p.m.
Passport rules require all airline passengers landing in the United States (including returning U.S. citizens) from Canada, Mexico, the Bahamas and the Caribbean to carry a passport. Don’t forget your passport. Visit www.travel.state.gov/ for information on obtaining a U.S. passport.
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).
Participants must fully participate in all sessions over four days, complete assignments, and engage in team case activities to be awarded the Certified Credit Union Director designation.
The CCD is designed specifically for credit union directors who want to strengthen governance capability, improve oversight, and advance their leadership influence.
No. Directors of all experience levels benefit from the curriculum—including new board members who are seeking accelerated knowledge and confidence.
This revised program integrates the most valuable components of both into one cohesive, future-ready experience with a strong emphasis on technology oversight and strategic governance.
Your tuition includes:
CUES is required to collect GST/HST for events in Canada. We will adjust US attendees' GST/HST tax to the appropriate amount after registration.
Yes! This institute meets the following standards:
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.
Yes! All attendees who complete CUES Governance Leadership Institute and an in-class reflection assignment will become a Certified Credit Union Director (CCD). This prestigious certification honors your outstanding professional development efforts and represents your dedication to the credit union movement.
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, and let you know how we can help.
ALL CANCELLATIONS MUST BE IN WRITING. (cues@cues.org)
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.
Today’s credit union boards face unprecedented complexity. Strategy, risk, data, and technology evolve faster than many governance models can keep up with. The newly refreshed CUES Governance Leadership Institute ensures board members are equipped with the insight, oversight, and influence required for strong credit union leadership.
Offered in partnership with the world-renowned Joseph L. Rotman School of Management in Toronto, this immersive learning experience builds governance excellence and equips directors to confidently guide technology-driven decisions and organizational transformation.
Previously offered as two separate programs, we’ve combined and modernized the curriculum to reflect where the industry is headed, delivering the most relevant governance learning in a single, integrated experience. Dive into these critical areas:
Attendees who complete all program requirements earn the prestigious Certified Credit Union Director (CCD) designation.
Subscribe to receive more information on Governance Leadership Institute.
Attendees build practical, future-focused expertise across these crucial governance areas:
You’ll return ready to make decisions that protect members, accelerate strategy, and drive innovation.
Led by renowned Rotman faculty, this program draws on their extensive experience in:
Many faculty remain engaged with attendees beyond the classroom, offering guidance and support as your board evolves.
Seats are limited to ensure a highly personalized and collaborative experience—don’t wait to register!
CUES Governance Leadership Institute Attendees by Title
CUES Governance Leadership Institute’s schedule offers 22 hours of learning.
You will earn up to 32 Continuing Professional Education credits for attending CUES Governance Leadership Institute.
All attendees who complete CUES Governance Leadership Institute will become a Certified Credit Union Director (CCD).
For sponsorship information, contact supplierrelations@cues.org.
Registration, Reception & Dinner
Yorkville Royal Sonesta
Reception 6:00 – 6:30 p.m.
Dinner 6:30 p.m.
Breakfast
7:00 – 8:00 a.m.
Mini Case
8:00 – 9:00 a.m.
Morning Session
9:00 – 10:30 a.m.
Credit Union Directors - Duties, Roles and Potential Liability
Richard Powers, Associate Dean & Executive Director of MBA and Master of Finance Programs, Joseph L. Rotman School of Management
Break
10:30 – 10:45 a.m.
Morning Session Continued
10:45 – 12:15 p.m.
Credit Union Directors - Duties, Roles and Potential Liability (cont.)
Richard Powers, Associate Dean & Executive Director of MBA and Master of Finance Programs, Joseph L. Rotman School of Management
Lunch
12:15 – 1:00 p.m.
Afternoon Session
1:00 – 2:30 p.m.
Governance of Credit Unions: Building More Effective Boards
Richard Powers, Associate Dean & Executive Director of MBA and Master of Finance Programs, Joseph L. Rotman School of Management
Break
2:30 – 2:45 p.m.
Afternoon Session Continued
2:45 – 4:15 p.m.
Governance of Credit Unions: Building More Effective Boards (cont.)
Richard Powers, Associate Dean & Executive Director of MBA and Master of Finance Programs, Joseph L. Rotman School of Management
Breakfast
7:00 – 8:00 a.m.
Mini Case & Lessons Learned from Day 1
8:00 – 9:00 a.m.
Morning Session
9:00 – 10:30 a.m.
Inside the Credit Union Boardroom – A Guide to Negotiations & Decision Making
John Oesch, Academic Director, Rotman School of Management
Break (Group Photo)
10:30 – 10:45 a.m.
Morning Session Continued
10:45 – 12:15 p.m.
Inside the Credit Union Boardroom – A Guide to Negotiations & Decision Making (cont.)
John Oesch, Academic Director, Rotman School of Management Management
Lunch
12:15 – 1:00 p.m.
Afternoon Session
1:00 – 2:30 p.m.
Inside the Credit Union Boardroom Influencing Change Strategies
John Oesch, Academic Director, Rotman School of Management Management
Break
2:30 – 2:45 p.m.
Afternoon Session Continued
2:45 – 4:15 p.m.
Inside the Credit Union Boardroom Influencing Change Strategies (cont.)
John Oesch, Academic Director, Rotman School of Management Management
Breakfast
7:00 – 8:00 a.m.
Mini Case & Lessons Learned from Day 2
8:00 – 9:00 a.m.
Morning Session
9:00 – 10:30 a.m.
Information Technology & Cybersecurity Risk
Dr. Michael Parent, Professor, Segal Graduate School, Beedie School of Business, Simon Fraser University
Break
10:30 – 10:45 a.m.
Morning Session Continued
10:45 – 12:15 p.m.
Information Technology & Cybersecurity Risk (cont.)
Dr. Michael Parent, Professor, Segal Graduate School, Beedie School of Business, Simon Fraser University
Lunch
12:15 – 1:00 p.m.
Afternoon Session
1:00 – 2:30 p.m.
Big Data, AI and Implication for Boards
Walid Hejazi, Professor, Joseph L. Rotman School of Management
Break
2:30 – 2:45 p.m.
Afternoon Session Continued
2:45 – 4:15 p.m.
Big Data, AI and Implication for Boards (cont.)
Walid Hejazi, Professor, Joseph L. Rotman School of Management
Breakfast
7:00 – 8:00 a.m.
Mini Case & Lessons Learned from Day 3
8:00 – 9:00 a.m.
Morning Session
9:00 – 10:30 a.m.
Comprehensive Case Study
Richard Powers, Associate Dean & Executive Director of MBA and Master of Finance Programs, Joseph L. Rotman School of Management
Break
10:30 – 10:45 a.m.
Morning Session
10:45 – 12:15 p.m.
Comprehensive Case Study, Application Strategies / Review and Reflections
Richard Powers, Associate Dean & Executive Director of MBA and Master of Finance Programs, Joseph L. Rotman School of Management
Lunch
12:15 – 1:00 p.m.
Afternoon Session
1:00 – 3:00 p.m.
Team Presentations, Course Wrap-up and Certificates
Richard Powers, Associate Dean & Executive Director of MBA and Master of Finance Programs, Joseph L. Rotman School of Management
As a credit union leader you’re expected to exceed members’ needs, be strong community partners, and meet regulatory requirements—all while keeping your institution financially sound.
The prestigious CUES Governance Leadership Institute is an intense program that combines the faculty, facilities and resources of one of the world’s top business schools into an unparalleled educational opportunity that will prepare you and your credit union to excel at the organizational level.
Developed specifically for the credit union industry, CUES Governance Leadership Institute was designed for director and executives alike. Its robust curriculum meets your needs through powerful CU-specific case studies focused on highly effective boards, interactive presentations, and collaborative exercises. We’ve also included ample discussion time for topics attendees have specifically requested. Plus, you’ll benefit from valuable networking with your colleagues.
As a graduate of this transformational program, you’ll leave equipped with a comprehensive understanding of how you can strengthen your boardroom contributions as you learn to effectively balance healthy debate and diversity with consensus building. You’ll also have a thorough understanding of key issues, including:
Examine the responsibilities of directors and executives, specifically relating to these uncertain financial times. Participants will:
Learn a practiced approach to managing information exchanges between board members and management. Discover:
Explore the roles senior executives and board members play in managing and influencing organizational change. You will:
Take part in a collaboration game to experience behaviors that lead to positive and negative exchanges. Learn to:
Discuss several approaches to evaluating board and individual director effectiveness. Develop a framework for selecting new directors and recognize the socio-political complexities characterizing boards. You will:
When choosing an executive education program, it’s important to consider what you’ll get in return.
CUES executive education offerings are developed in conjunction with world-renowned universities and represent the highest quality professional development in the credit union industry; CUES Governance Leadership Institute is no exception. Taught by the esteemed Joseph L. Rotman School of Management faculty, and covering topics from strategy to governance responsibilities, this powerful learning experience helps you become a stronger contributor to your credit union, and better understand your fiduciary responsibilities.
Plus, if you successfully complete all required elements of the program, you’ll be awarded the prestigious Certified Credit Union Director (CCD) designation.
Attendees who complete CUES Governance Leadership Institute and a reflection assignment in class will become a Certified Credit Union Director (CCD). The CCD designation establishes a standard of education and excellence for credit union leaders. It signifies you have made an ongoing commitment to your professional development and obtained a level of expertise recognized throughout the credit union movement. Over 800 industry professionals have earned their CCD.
Good governance protects your credit union and CUES Governance Leadership Institute provides very tailored training and real benefits for you and your organization.
Register now by visiting the page link above or contacting Teresa Brogan, Executive Education Specialist, at 800.252.2664 or 608.271.2664; or email teresab@cues.org.
We are currently working on our travel and hotel information for the 2026 program. Please check back later.
There are two airports serving the Toronto area. The Toronto Pearson International Airport YYZ (recommended) and Billy Bishop YTZ (for shorter local and some East Coast flights). Most attendees will travel via the Toronto Pearson International Airport. Transportation to and from the hotel will take 45-60 minutes depending on the time of day. When booking your flights, please keep in mind that full participation is required to earn the designation. The program wraps up at 5:00 pm on the final day. If you choose to travel home that day, and not stay over, we recommend not booking flights that depart prior to 8:00 p.m.
Passport rules require all airline passengers landing in the United States (including returning U.S. citizens) from Canada, Mexico, the Bahamas and the Caribbean to carry a passport. Don’t forget your passport. Visit www.travel.state.gov/ for information on obtaining a U.S. passport.
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).
Participants must fully participate in all sessions over four days, complete assignments, and engage in team case activities to be awarded the Certified Credit Union Director designation.
The CCD is designed specifically for credit union directors who want to strengthen governance capability, improve oversight, and advance their leadership influence.
No. Directors of all experience levels benefit from the curriculum—including new board members who are seeking accelerated knowledge and confidence.
This revised program integrates the most valuable components of both into one cohesive, future-ready experience with a strong emphasis on technology oversight and strategic governance.
Your tuition includes:
CUES is required to collect GST/HST for events in Canada. We will adjust US attendees' GST/HST tax to the appropriate amount after registration.
Yes! This institute meets the following standards:
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.
Yes! All attendees who complete CUES Governance Leadership Institute and an in-class reflection assignment will become a Certified Credit Union Director (CCD). This prestigious certification honors your outstanding professional development efforts and represents your dedication to the credit union movement.
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, and let you know how we can help.
ALL CANCELLATIONS MUST BE IN WRITING. (cues@cues.org)
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.