Focused Learning for Powerful Boards.
Equip your board and leadership team with the tools and knowledge to lead with confidence and drive effective governance.
CUES Governance Toolkit offers five targeted learning modules designed to build essential skills, enhance collaboration, and support better decision-making at every level of your credit union.
Each module delivers expert-designed videos, workbooks, and practical tools, all thoughtfully crafted to meet diverse learning styles and schedules. The content is interactive, engaging, and paced for better absorption, helping participants retain and apply new skills with confidence in the boardroom.
The Governance Toolkit is ideal for:
- Strengthening board communications and relationships
- Empowering board and committee chairs to lead with impact
- Guiding new directors through comprehensive orientations
- Streamlining strategy-forward agendas for focused meetings
- Ensuring best practices in board and committee minutes
Why Choose the Governance Toolkit?
- Built for CU boards and leaders to tackle real-world governance challenges
- Access practical tools and insights you can use right away
- Benefit from engaging, multimedia content that fits how and when your team learns
- Expert guidance boosts leadership confidence and collaboration
- Accessible on your schedule
Board Communications
Clear, consistent communication is the foundation of an effective board. This module equips your directors, committee members, and executive team with strategies to foster open dialogue, manage conflict constructively, and communicate with clarity and purpose—inside and outside the boardroom.
Participants will explore:
- Proven approaches to improving dialogue and decision-making
- The board’s role in communicating strategy and accountability
- Tactics for managing difficult conversations and diverse viewpoints
- Ways to build trust and transparency across the leadership team
Includes video lessons, downloadable resources, and reflection prompts to put learning into action.
Board and Committee Chairs
Strong chairs set the tone for productive meetings and effective governance. This module equips board and committee chairs with tools to lead with clarity, facilitate discussion, and foster engagement among directors.
Participants will learn:
- How to run efficient, inclusive meetings
- Key responsibilities of board and committee chairs
- Techniques to manage group dynamics and guide decision-making
- Strategies for building trust and encouraging diverse viewpoints
Includes expert video instruction, planning templates, and resources to elevate board and committee leadership.
New Director Orientations
Good board minutes do more than check a box; they tell the story of your decisions, help keep board members aligned, and are legally required to serve as a lasting, powerful form of evidence. In this module, you’ll learn how to write minutes that are clear, compliant, and genuinely useful.
Participants will learn:
- What new directors need to know in their first year
- How to structure an impactful orientation experience
- Tips for pairing new directors with board mentors
- Ways to integrate mission, strategy, and culture early on
Includes customizable templates, onboarding checklists, and expert guidance to help boards welcome new members with confidence.
Strategy Forward Agendas
Your board’s agenda is more than a schedule—it’s a powerful tool for shaping focus and driving strategic outcomes. This module explores how to structure agendas that prioritize governance responsibilities, support thoughtful decision-making, and keep strategy front and center.
Participants will learn how to:
- Build agendas that align with long-term strategy and board roles
- Allocate time effectively for generative, strategic, and fiduciary discussions
- Use consent agendas and recurring frameworks to streamline routine items
- Create shared expectations that encourage forward-thinking conversations
Includes sample agenda formats, time allocation guides, and planning tools to help boards keep strategy at the forefront.
Best Practice Board and Committee Minutes
Clear, strategic, and legally sound board minutes are more than just notes—they’re an essential governance record. In this module, participants will explore how to create minutes that balance transparency, clarity, and regulatory requirements, all while supporting informed board decision-making.
Participants will learn how to:
- Understand the purpose and legal importance of board minutes
- Apply plain language principles to improve readability and usefulness
- Identify what information to include—and what to leave out
- Use best-practice formats such as skeleton minutes and consent agendas
- Build efficient post-meeting processes for follow-up, approval, and record retention
Includes writing tips, compliance checklists, and templates to help you create minutes that are accurate, aligned, and board-ready.
Ready to Elevate Your Governance?
Take the next step in transforming your board’s effectiveness and fostering a culture of accountability and trust.
- Unlimited+ Members: Log in to myCUES Dashboard for full access.
- Not an Unlimited+ member? Become one today, or purchase Governance Toolkit now!
Want to learn more? Fill out the interest form below!