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 two-day 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:
- Building Better Board Meetings
- Board Governance
- Board Succession Planning
- Assessments
- Strategy
- Building Relationships
Join the governance experts from Quantum Governance, L3C and the American Nonprofit Academy to learn proven approaches that will help you fulfill your role as a board liaison and do your job even better.
To support your continued development and engagement, you will be able to participate in a virtual session 3-weeks after the workshop. This one-hour virtual session offers you the opportunity to continue discussion and engage with your fellow attendees a few weeks after the workshop. You will automatically receive a calendar invite upon registering for the workshop.
Enroll today, as space for this very special training is limited!
Agenda
Registration
7:45 – 8:00 a.m.
Welcome & Introductions
8:00 – 8:45 a.m.
Understanding Your Why
8:45 – 9:30 a.m.
Networking Break
9:30 – 9:40 a.m.
Board Liaison Roles and Responsibilities
9:40 – 10:40 a.m.
Increasing Your Professional Value
10:40 – 11:20 a.m.
Strategic Thinking vs. Strategic Planning
11:20 a.m. – 12:00 p.m.
Lunch
12:00 – 1:00 p.m.
Frequency and Quality of Communications
1:00 – 2:15 p.m.
CUES Office Headquarters Tour
2:15 – 2:45 p.m.
Board Liaison/Board Chair/CEO Education Session
2:45 – 3:20 p.m.
Succession Planning/Framework for Boards and Board Liaisons
3:20 – 4:00 p.m.
Reflections on Day 1
8:00 – 8:15 a.m.
Credit Union Industry Trends
8:15 – 8:35 a.m.
Board Assessments
8:35 – 9:15 a.m.
Building Better Board Meetings — Fostering Meeting Success
9:15 – 10:15 a.m.
Networking break
10:15 – 10:30 a.m.
Class Picture
10:30 – 10:40 a.m.
Board Portals & Other Resources to Support Your Board and Committees
10:40 – 11:20 a.m.
Board Packet and Materials
11:20 a.m. – 12:00 p.m.
Lunch
12:00 – 12:40 p.m.
Understanding the Roles and Responsibilities of Directors
12:40 – 1:40 p.m.
Grab Bag Session
1:40 – 2:30 p.m.
Exercise: The 10-10-10 Rule
2:30 – 2:50 p.m.
Session Wrap Up
2:50 – 3:00 p.m.
12:00-1:00 p.m. Central
1-hour virtual discussion to share your takeaways, desired next steps, challenges or successes since the workshop.
Hotel
Sheraton Madison Hotel
706 John Nolen Drive
Madison, WI 53713
714.258.9900
Rates at the Sheraton Madison Hotel are $114 per night for single/double occupancy. Please make your hotel reservations by calling the reservations line at 608.234.1023 and mentioning CUES.
*Remember that all hotel arrangements are strictly between you and the hotel. In the event your flight is canceled, you are responsible for calling to cancel your room reservation.
Sheraton Madison Hotel provides complimentary wifi access. It also has free on-site parking and a complimentary airport shuttle from 8:00 a.m. – 11:00 p.m. daily.
Check-in time is 3:00 p.m., and check-out is 12:00 p.m.
Airport
Sheraton Madison Hotel is located approximately 8 miles from Dane County Regional Airport (MSN). Approximate drive time is 20 minutes from the airport to the hotel.
CUES is approximately a 10-minute drive from the Sheraton Madison Hotel.
Transportation
Taxi and ride-sharing services are available and are approximately $25-30 one way. Most shared-ride transportation services pick up travelers between Doors #3 and #4 on the roadway median, and taxis pick up at the north end of baggage claim at Door #7.
Air Travel
CUES conference participants may call Fox World Travel for airfare reservations at 888.691.9163 between 7:30 a.m. and 5:30 p.m. CST and reference Group Code 09FP2501. Please note that a ticket processing fee of $37 domestic or $46 international will be added. CUES does not offer a discounted rate, but Fox World Travel will ensure the best pricing available for U.S. residents.
Car Rental
Hertz is the official car rental company for this meeting. You can take advantage of their discounted rates by placing your reservation online at www.hertz.com or through the Hertz Meeting Sales Desk within the U.S. at 800-654-2240; from within Canada call 800-263-0600 refer to Meeting CV#02ZG0016.
FAQs
Attendee Registration Fee Includes:
- All educational sessions and materials
- Lunch on Wednesday and Thursday
- Refreshments Wednesday and Thursday
Registration will be Wednesday, September 16 at 8:00 a.m. All sessions will be held at CUES, 5510 Research Park Drive, Madison, WI 53711. Please note, there are two Research Park Drives in Madison, please choose the one that is off Fish Hatchery Road.
Right here! We’ve prepared an Information Sheet for you; it contains everything you need to know about attending 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
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.
All cancellations must be in writing; email cues@cues.org to notify us:
- Sixty days or more before an event’s starting date for a full refund
- Between 31 and 60 days before an event’s starting date for a 50% refund
We’re sorry, but we cannot offer a refund if we are notified 30 days or less before the start of an 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.
If you have any questions or inquiries, please contact CUES Headquarters at 800.252.2664 or outside the U.S. call 608.271.2664, ext. 340 or email cues@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 two-day 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:
- Building Better Board Meetings
- Board Governance
- Board Succession Planning
- Assessments
- Strategy
- Building Relationships
Join the governance experts from Quantum Governance, L3C and the American Nonprofit Academy to learn proven approaches that will help you fulfill your role as a board liaison and do your job even better.
To support your continued development and engagement, you will be able to participate in a virtual session 3-weeks after the workshop. This one-hour virtual session offers you the opportunity to continue discussion and engage with your fellow attendees a few weeks after the workshop. You will automatically receive a calendar invite upon registering for the workshop.
Enroll today, as space for this very special training is limited!
Agenda
Registration
7:45 – 8:00 a.m.
Welcome & Introductions
8:00 – 8:45 a.m.
Understanding Your Why
8:45 – 9:30 a.m.
Networking Break
9:30 – 9:40 a.m.
Board Liaison Roles and Responsibilities
9:40 – 10:40 a.m.
Increasing Your Professional Value
10:40 – 11:20 a.m.
Strategic Thinking vs. Strategic Planning
11:20 a.m. – 12:00 p.m.
Lunch
12:00 – 1:00 p.m.
Frequency and Quality of Communications
1:00 – 2:15 p.m.
CUES Office Headquarters Tour
2:15 – 2:45 p.m.
Board Liaison/Board Chair/CEO Education Session
2:45 – 3:20 p.m.
Succession Planning/Framework for Boards and Board Liaisons
3:20 – 4:00 p.m.
Reflections on Day 1
8:00 – 8:15 a.m.
Credit Union Industry Trends
8:15 – 8:35 a.m.
Board Assessments
8:35 – 9:15 a.m.
Building Better Board Meetings — Fostering Meeting Success
9:15 – 10:15 a.m.
Networking break
10:15 – 10:30 a.m.
Class Picture
10:30 – 10:40 a.m.
Board Portals & Other Resources to Support Your Board and Committees
10:40 – 11:20 a.m.
Board Packet and Materials
11:20 a.m. – 12:00 p.m.
Lunch
12:00 – 12:40 p.m.
Understanding the Roles and Responsibilities of Directors
12:40 – 1:40 p.m.
Grab Bag Session
1:40 – 2:30 p.m.
Exercise: The 10-10-10 Rule
2:30 – 2:50 p.m.
Session Wrap Up
2:50 – 3:00 p.m.
12:00-1:00 p.m. Central
1-hour virtual discussion to share your takeaways, desired next steps, challenges or successes since the workshop.
Hotel
Sheraton Madison Hotel
706 John Nolen Drive
Madison, WI 53713
714.258.9900
Rates at the Sheraton Madison Hotel are $114 per night for single/double occupancy. Please make your hotel reservations by calling the reservations line at 608.234.1023 and mentioning CUES.
*Remember that all hotel arrangements are strictly between you and the hotel. In the event your flight is canceled, you are responsible for calling to cancel your room reservation.
Sheraton Madison Hotel provides complimentary wifi access. It also has free on-site parking and a complimentary airport shuttle from 8:00 a.m. – 11:00 p.m. daily.
Check-in time is 3:00 p.m., and check-out is 12:00 p.m.
Airport
Sheraton Madison Hotel is located approximately 8 miles from Dane County Regional Airport (MSN). Approximate drive time is 20 minutes from the airport to the hotel.
CUES is approximately a 10-minute drive from the Sheraton Madison Hotel.
Transportation
Taxi and ride-sharing services are available and are approximately $25-30 one way. Most shared-ride transportation services pick up travelers between Doors #3 and #4 on the roadway median, and taxis pick up at the north end of baggage claim at Door #7.
Air Travel
CUES conference participants may call Fox World Travel for airfare reservations at 888.691.9163 between 7:30 a.m. and 5:30 p.m. CST and reference Group Code 09FP2501. Please note that a ticket processing fee of $37 domestic or $46 international will be added. CUES does not offer a discounted rate, but Fox World Travel will ensure the best pricing available for U.S. residents.
Car Rental
Hertz is the official car rental company for this meeting. You can take advantage of their discounted rates by placing your reservation online at www.hertz.com or through the Hertz Meeting Sales Desk within the U.S. at 800-654-2240; from within Canada call 800-263-0600 refer to Meeting CV#02ZG0016.
FAQs
Attendee Registration Fee Includes:
- All educational sessions and materials
- Lunch on Wednesday and Thursday
- Refreshments Wednesday and Thursday
Registration will be Wednesday, September 16 at 8:00 a.m. All sessions will be held at CUES, 5510 Research Park Drive, Madison, WI 53711. Please note, there are two Research Park Drives in Madison, please choose the one that is off Fish Hatchery Road.
Right here! We’ve prepared an Information Sheet for you; it contains everything you need to know about attending 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
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.
All cancellations must be in writing; email cues@cues.org to notify us:
- Sixty days or more before an event’s starting date for a full refund
- Between 31 and 60 days before an event’s starting date for a 50% refund
We’re sorry, but we cannot offer a refund if we are notified 30 days or less before the start of an 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.
If you have any questions or inquiries, please contact CUES Headquarters at 800.252.2664 or outside the U.S. call 608.271.2664, ext. 340 or email cues@cues.org.