Execu/Summit®

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

Breakfast
7:00–7:30 a.m.

CUES Welcome and Announcements
7:30–8:00 a.m.

General Session
8:00–9:30 a.m.

How to Leverage Tech to Achieve Economic Scale
Tim Neiman, CEO, Dynamic Edge; Mike Robins, COO, Dynamic Edge

While credit union consolidation has held steady at 3.5% per year for the past 40 years, the average asset size of credit unions continues to grow, with more organizations over the $1B threshold than ever before. Increasing cyber security threats and NCUA compliance compel credit unions to maximize their technology investment or face extinction. No longer exclusively a cost center, technology offers credit unions a massive opportunity to achieve economic scale. This session will identify 2025’s most important strategic investments and describe how to balance internal tech teams versus external service providers. For smaller credit unions, the session will recommend ways to achieve tech scale, while also preparing their environments for merger. For larger credit unions, the session will highlight how to evaluate the right tech elements within an acquisition target.

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.

AI is Here: Build a Secure Foundation for Your Credit Union
Tim Neiman, CEO, Dynamic Edge; Mike Robins, COO, Dynamic Edge

Credit unions are rapidly exploring artificial intelligence for fraud detection, automation, and member service, but few are prepared for the security risks that come with it. According to the Financial Services Information Sharing and Analysis Center (FS-ISAC), over 60% of financial institutions using AI report increased risk of data exposure. This session will not focus on AI tools, but rather, the network and security foundation needed before adoption. Topics include Zero Trust, vendor access, and data governance. Attendees will leave with a clear checklist to assess readiness, protect member data, and meet evolving NCUA expectations.

Breakfast
7:00–7:30 a.m.

General Session
7:30–9:30 a.m.

Governance that Grows with You
John Conant, Chief Financial Officer (Retired) & Governance Architect  

As today’s credit unions grow in size, complexity, and responsibility, establishing a clear, codified governance model and risk structure has never been more essential. This practical, two-part session explores how to build and sustain an Organizational Framework that truly works. This isn’t theory, it’s a roadmap forged through real-world experience and decades of boardroom insight. From bylaws and board policies to committee charters and regulatory alignment, you’ll examine the transformation from informal legacy practices to a modern governance model. Learn how one credit union developed a scalable, 600-page framework to support growth, ensure accountability, and meet regulatory expectations while staying true to its cooperative mission.

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.

Enterprise Risk Management That Works
John Conant, Chief Financial Officer (Retired) & Governance Architect  

Discover how ERM can be seamlessly embedded into your governance structure, transforming risk from a compliance burden into a strategic asset. Through a live example of an ERM program, you’ll explore key elements such as risk appetite setting, Key Risk Indicator (KRI) development, risk ratings by category, and board-level oversight tools. Gain an insider’s view of what works, and what to avoid, when formalizing board governance, along with practical templates and structural ideas to take back to your credit union. You’ll leave with a clearer understanding of how governance and risk intersect in times of expansion or crisis, informed by real-world experience from those who have successfully navigated the transition and helped write the playbook.

Breakfast
7:00–7:30 a.m.

General Session
7:30–9:30 a.m.

The New Economy: Forget the Fed – Ignore the Forecast
Mike Schenk, Principal, People Not Profit LLC   

In the good old days, Federal Reserve policy drove consumer behavior and directly determined the course of credit union operations. Forecasting was easy. Planning was fun. Today, however, the Fed is much less relevant. Underlying labor market weakness and broad increases in consumer prices raise the specter of stagflation. Uncertainty and instability rule. Black swans circle menacingly like vultures. Forecasting is now exceedingly difficult. Planning seems nearly impossible. This lively discussion outlines dangerous forces driving the New Economy, explores Schenk’s Dismal Dashboard of Doom and provides a detailed action plan to ensure your credit union’s success – come what may. 

Sessions end for the day/free time
9:30 a.m.

Breakfast
7:00–7:30 a.m.

General Session 
7:30–9:30 a.m.

Driving High Performance: Harnessing the Cultural Forces that Shape Your Organization
Mario Moussa, President, Moussa Consulting 

Culture serves as a primary driver of organizational success. Yet many leaders struggle to define what culture truly is and how to intentionally cultivate it. This session presents a structured, field-tested framework for understanding, assessing, and building a high-performance culture. Participants will examine key principles, explore practical applications, and learn strategies to strengthen alignment between culture, performance, and organizational objectives.

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.

Cultivating a High-Performance Culture: The Roles of Communication and Collaboration
Mario Moussa, President, Moussa Consulting 

High-performance cultures are built on strong communication and effective teamwork. This session explores how clear, purposeful communication drives behaviors that reinforce organizational values, while collaboration among high-performing teams sustains and strengthens those cultural foundations. Participants will learn a structured, four-step process for crafting and sharing impactful messages, as well as practical strategies for developing teams that model and multiply a high-performance mindset across the organization.

Breakfast
7:00–7:30 a.m.

General Session 
7:30–9:30 a.m.

Taking the Learnings Home
Mario Moussa, President, Moussa Consulting  

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

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.
 

Westgate Park City Resort & Spa is 33 miles or about 35 minutes from Salt Lake City International Airport (SLC).

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 SMB3601 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).  

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.

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.

If you’re planning to hit the slopes during the event, the mountain offers discounted lift tickets with a voucher. 
 
To secure your vouchers, select the type of voucher needed during registration or email events@cues.org with the following information:

• Number of adult lift tickets (ages 18–64)
• Number of non-adult lift tickets (Child 7–12 | Teen 13–17 | Senior 65+) 

You’ll receive your lift ticket vouchers when you check in at the seminar. Vouchers can be redeemed at the lift ticket office to purchase discounted tickets for the number of days you choose.
 
Please note: If you have an IKON Pass, visit their website for any reservation requirements.

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.