This event is happening over the course of three afternoons, September 15, 20 & 22, from 1:00 - 4:00 p.m. Central Time.
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:
- Key Responsibilities
- Board Governance
- Compliance and Regulations
- Board Succession Planning
- Effective Meeting Strategies
- Strategy
To support your continued development and engagement, you will be able to participate in a virtual session 2-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.
Agenda
Digital Doors open
12:50 p.m. – 1:00 p.m.
Welcome & Introductions
1:00 – 1:15 p.m.
General Session (Break times TBD)
1:15 – 3:45 p.m.
The Role of the Board Liaison
Matt Fullbrook, Manager & Consultant, Fullbrook Board Effectiveness
In this session, Matt will facilitate a conversation about the deep importance and influence of the board liaison role. You will gain helpful comparisons to similar roles outside of the credit union system and acquire new tools to help to engage your board and staff in constructive conversations about governance and decision-making.
Learning objectives:
- (Re)Emphasize the organizational importance of the board liaison role
- Begin building a community of your peers
- Acquire tools to spark new conversations in your boardroom
Wrap up/Closing remarks
3:45 – 4:00 p.m.
Digital Doors open
12:50 p.m – 1:00 p.m.
Welcome to Day Two!
1:00 – 1:15 p.m.
General Session (Break times TBD)
1:15 – 3:45 p.m.
Better Work in a Remote First World
Ken Yarmosh, Founder, Better Remote Work
Just as the Internet changed the way information flows, 2020 awakened knowledge workers to a new way to work. Many companies today are still Remote Forced or failing at hybrid. In this session, learn what it means to be Remote Forced, Remote First, and how to do better work. From less meetings and less messaging to deepening collaboration and connectivity, you'll get proven strategies, new tools, and insights on what's next for the Remote First world.
Wrap up/Closing remarks
3:45 – 4:00 p.m.
Digital Doors open
12:50 p.m. – 1:00 p.m.
Welcome to Day Three!
1:00 – 1:15 p.m.
General Session
1:15 – 1:50 p.m.
Effective Board Books Digital & IRL – The Holy Book of Board Work
Julia Patrick, CEO, American Nonprofit Academy
Board Books are a basic tool managed by the Board Liaison. Learn what should go into them, how they are managed and how to make sure the Board is using them as a point of reference throughout their Board service. This includes the best practice of using digital platforms that manages the process and aligns to compliance.
Break
1:50 – 2:00 p.m.
Feel free to keep your connection live
General Session
2:00 – 3:45 p.m.
Championing Credit Union Board Diversity
Julia Patrick, CEO, American Nonprofit Academy
Everyone wants Board diversity but how do you get there? It involves an honest assessment, tracking, strategy and a champion. Board Liaisons are the Keeper of the Board Flame so this often falls on them! Learn how to work with the Board Chair, navigate an assessment and create a recruitment plan. Includes downloadable forms, tools and measurement guides.
Wrap up/Closing remarks
3:45 – 4:00 p.m.
To support your continued development and engagement, you will be able to participate in a virtual session three weeks after the workshop. This one-hour virtual session offers you the opportunity to continue discussion and engage with your fellow attendees. You will automatically receive a calendar invite after completing the workshop.
Join us Thursday, October 6 from 1:00 -2:00 p.m. CT to share your takeaways, desired next steps, challenges, or successes since the workshop.
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 CUES Headquarters at 800.252.2664 or outside the U.S. call 608.271.2664 or email cues@cues.org.
This event is happening over the course of three afternoons, September 15, 20 & 22, from 1:00 - 4:00 p.m. Central Time.
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:
- Key Responsibilities
- Board Governance
- Compliance and Regulations
- Board Succession Planning
- Effective Meeting Strategies
- Strategy
To support your continued development and engagement, you will be able to participate in a virtual session 2-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.
Agenda
Digital Doors open
12:50 p.m. – 1:00 p.m.
Welcome & Introductions
1:00 – 1:15 p.m.
General Session (Break times TBD)
1:15 – 3:45 p.m.
The Role of the Board Liaison
Matt Fullbrook, Manager & Consultant, Fullbrook Board Effectiveness
In this session, Matt will facilitate a conversation about the deep importance and influence of the board liaison role. You will gain helpful comparisons to similar roles outside of the credit union system and acquire new tools to help to engage your board and staff in constructive conversations about governance and decision-making.
Learning objectives:
- (Re)Emphasize the organizational importance of the board liaison role
- Begin building a community of your peers
- Acquire tools to spark new conversations in your boardroom
Wrap up/Closing remarks
3:45 – 4:00 p.m.
Digital Doors open
12:50 p.m – 1:00 p.m.
Welcome to Day Two!
1:00 – 1:15 p.m.
General Session (Break times TBD)
1:15 – 3:45 p.m.
Better Work in a Remote First World
Ken Yarmosh, Founder, Better Remote Work
Just as the Internet changed the way information flows, 2020 awakened knowledge workers to a new way to work. Many companies today are still Remote Forced or failing at hybrid. In this session, learn what it means to be Remote Forced, Remote First, and how to do better work. From less meetings and less messaging to deepening collaboration and connectivity, you'll get proven strategies, new tools, and insights on what's next for the Remote First world.
Wrap up/Closing remarks
3:45 – 4:00 p.m.
Digital Doors open
12:50 p.m. – 1:00 p.m.
Welcome to Day Three!
1:00 – 1:15 p.m.
General Session
1:15 – 1:50 p.m.
Effective Board Books Digital & IRL – The Holy Book of Board Work
Julia Patrick, CEO, American Nonprofit Academy
Board Books are a basic tool managed by the Board Liaison. Learn what should go into them, how they are managed and how to make sure the Board is using them as a point of reference throughout their Board service. This includes the best practice of using digital platforms that manages the process and aligns to compliance.
Break
1:50 – 2:00 p.m.
Feel free to keep your connection live
General Session
2:00 – 3:45 p.m.
Championing Credit Union Board Diversity
Julia Patrick, CEO, American Nonprofit Academy
Everyone wants Board diversity but how do you get there? It involves an honest assessment, tracking, strategy and a champion. Board Liaisons are the Keeper of the Board Flame so this often falls on them! Learn how to work with the Board Chair, navigate an assessment and create a recruitment plan. Includes downloadable forms, tools and measurement guides.
Wrap up/Closing remarks
3:45 – 4:00 p.m.
To support your continued development and engagement, you will be able to participate in a virtual session three weeks after the workshop. This one-hour virtual session offers you the opportunity to continue discussion and engage with your fellow attendees. You will automatically receive a calendar invite after completing the workshop.
Join us Thursday, October 6 from 1:00 -2:00 p.m. CT to share your takeaways, desired next steps, challenges, or successes since the workshop.
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 CUES Headquarters at 800.252.2664 or outside the U.S. call 608.271.2664 or email cues@cues.org.
Board Liaison Workshop focuses on leadership and governance.
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