As a credit union board liaison, you have a wide variety of responsibilities, from coordinating the logistical details of board meetings, materials, communications and retreats, to helping ensure that your credit union’s board and governance structure are operating as effectively as possible. As the complexity of issues facing the leadership of credit unions grows each day, the job of a board liaison is becoming more and more vital.
This training will include interactive hypotheticals, small group exercises, best practice examples and tips from fellow board liaisons. You’ll also benefit from a helpful set of digital templates, including a draft board liaison job description and relevant guides and examples, to aid you and your credit union’s governance efforts.
From outlining the unique role and responsibilities of a board liaison to developing effective board packets, meeting agendas, committee charters, board portals, and more, this event will offer advice that’s practical and actionable.
We’ll cover:
- Strategic Planning
- Key Responsibilities
- Board Succession Planning
- Oversight of Board Governance
- Implementing Effective Meeting Tactics
Learn Alongside Your Entire Board
Attend our in-person Board Liaison Workshop, December 6-9, for a mixture of special sessions designed for you and your colleagues, plus all Directors Conference general sessions.
Agenda
We are currently working on details for our 2027 event. Please check back later for more information. Below is a sample agenda for reference.
All times listed are in the Central Time zone.
Digital Doors open
10:50 a.m. – 11:00 a.m.
Welcome & Introductions
11:00 – 11:30 a.m.
Introductory Session
11:30 a.m. – 12:30 p.m.
Day One Close
12:30 p.m.
Digital Doors open
10:50 a.m. – 11:00 a.m.
Recap of Day 1 and Major Intents of Day 2
11:00 – 11:15 a.m.
Session
11:15 a.m. – 12:15 p.m.
Group Discussion
12:15 – 12:30 p.m.
Day Two Close
12:30 p.m.
Digital Doors open
10:50 a.m. – 11:00 a.m.
Recap of Day 2 and Major Intents of Day 3
11:00 – 11:15 a.m.
Session
11:15 a.m. – 12:00 p.m.
Group Discussion
12:00 – 12:30 p.m.
Day Three Close
12:30 p.m.
We are currently working on details for our 2027 event. Please check back later for more information.
FAQ
For virtual education support, review these helpful steps and frequently asked questions.
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.
We are currently working on an Information Sheet for you; it contains everything you need to know about attending this event. Once available, you will be able to find it here.
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.
Your registration fee includes all sessions and materials.
If you have any questions or inquiries, please contact us at 608.271.2664 or 800.252.2664 or email events@cues.org.
As a credit union board liaison, you have a wide variety of responsibilities, from coordinating the logistical details of board meetings, materials, communications and retreats, to helping ensure that your credit union’s board and governance structure are operating as effectively as possible. As the complexity of issues facing the leadership of credit unions grows each day, the job of a board liaison is becoming more and more vital.
This training will include interactive hypotheticals, small group exercises, best practice examples and tips from fellow board liaisons. You’ll also benefit from a helpful set of digital templates, including a draft board liaison job description and relevant guides and examples, to aid you and your credit union’s governance efforts.
From outlining the unique role and responsibilities of a board liaison to developing effective board packets, meeting agendas, committee charters, board portals, and more, this event will offer advice that’s practical and actionable.
We’ll cover:
- Strategic Planning
- Key Responsibilities
- Board Succession Planning
- Oversight of Board Governance
- Implementing Effective Meeting Tactics
Learn Alongside Your Entire Board
Attend our in-person Board Liaison Workshop, December 6-9, for a mixture of special sessions designed for you and your colleagues, plus all Directors Conference general sessions.
Agenda
We are currently working on details for our 2027 event. Please check back later for more information. Below is a sample agenda for reference.
All times listed are in the Central Time zone.
Digital Doors open
10:50 a.m. – 11:00 a.m.
Welcome & Introductions
11:00 – 11:30 a.m.
Introductory Session
11:30 a.m. – 12:30 p.m.
Day One Close
12:30 p.m.
Digital Doors open
10:50 a.m. – 11:00 a.m.
Recap of Day 1 and Major Intents of Day 2
11:00 – 11:15 a.m.
Session
11:15 a.m. – 12:15 p.m.
Group Discussion
12:15 – 12:30 p.m.
Day Two Close
12:30 p.m.
Digital Doors open
10:50 a.m. – 11:00 a.m.
Recap of Day 2 and Major Intents of Day 3
11:00 – 11:15 a.m.
Session
11:15 a.m. – 12:00 p.m.
Group Discussion
12:00 – 12:30 p.m.
Day Three Close
12:30 p.m.
We are currently working on details for our 2027 event. Please check back later for more information.
FAQ
For virtual education support, review these helpful steps and frequently asked questions.
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.
We are currently working on an Information Sheet for you; it contains everything you need to know about attending this event. Once available, you will be able to find it here.
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.
Your registration fee includes all sessions and materials.
If you have any questions or inquiries, please contact us at 608.271.2664 or 800.252.2664 or email events@cues.org.
Board Liaison Workshop focuses on leadership and governance.
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