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
- Board Equity, Diversity, and Inclusion
- Effective Meeting Strategies
- Strategy
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.
Agenda
Digital Doors Open
10:50 – 11:00 a.m. Central
- Open discussion: What do you enjoy most about your role as board liaison?
Welcome & Introductions
11:00 – 11:15 a.m. Central
Key Board Liaison Responsibilities
11:15 – 11:55 a.m. Central
- Define job description of a board liaison
- Discuss areas of influence
- Paths towards effective board liaison coordination
Break: feel free to keep your connection live
11:55 a.m. – 12:00 p.m. Central
Credit Union Governance
12:00 – 12:55 p.m. Central
- What is governance? Core roles and responsibilities of the board
- Governance policy manual
- Key elements of a board governance policy manual
Break: feel free to keep your connection live
12:55 – 1:00 p.m. Central
Board Equity, Diversity, and Inclusion
1:00 – 1:50 p.m. Central
- What does equity, diversity and inclusion mean? Why is it essential?
- Diversity beyond race and ethnicity
- Cultivating a diverse and inclusive credit union board
Wrap up/Day One Closing remarks
1:50 – 1:55 p.m. Central
Digital Doors Open
10:50 – 11:00 a.m. Central
- Open discussion: What was your biggest takeaway from Day 1 of Board Liaison Workshop?
Welcome to Day Two!
11:00 – 11:10 a.m. Central
Rebooting Your Strategic Plan
11:10 – 11:55 a.m. Central
- What is strategic planning and how is it now different?
- Strategy v.s. Operations
- Ongoing Strategic Planning - The Bounce Framework
Break: feel free to keep your connection live
11:55 a.m. – 12:00 p.m. Central
Effective Meeting Strategies
12:00 – 12:55 p.m. Central
- Board portals
- Understanding the role of board liaison compliance issues and methodology
- Digital board packets - navigating virtual meetings
Break: feel free to keep your connection live
12:55 – 1:00 p.m. Central
Ask and Answered!
1:00 – 1:50 p.m. Central
- What other questions do you have?
Wrap Up and Final Thoughts
1:50 – 2:00 p.m. Central
Post-workshop virtual session
12:00-1:00 p.m. Central
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 after you’ve returned home. You will automatically receive a calendar invite upon registering for the in-person workshop.
*agenda subject to change
FAQs
For virtual education support, review these helpful steps and frequently asked questions.
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.
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, 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 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
- Board Equity, Diversity, and Inclusion
- Effective Meeting Strategies
- Strategy
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.
Agenda
Digital Doors Open
10:50 – 11:00 a.m. Central
- Open discussion: What do you enjoy most about your role as board liaison?
Welcome & Introductions
11:00 – 11:15 a.m. Central
Key Board Liaison Responsibilities
11:15 – 11:55 a.m. Central
- Define job description of a board liaison
- Discuss areas of influence
- Paths towards effective board liaison coordination
Break: feel free to keep your connection live
11:55 a.m. – 12:00 p.m. Central
Credit Union Governance
12:00 – 12:55 p.m. Central
- What is governance? Core roles and responsibilities of the board
- Governance policy manual
- Key elements of a board governance policy manual
Break: feel free to keep your connection live
12:55 – 1:00 p.m. Central
Board Equity, Diversity, and Inclusion
1:00 – 1:50 p.m. Central
- What does equity, diversity and inclusion mean? Why is it essential?
- Diversity beyond race and ethnicity
- Cultivating a diverse and inclusive credit union board
Wrap up/Day One Closing remarks
1:50 – 1:55 p.m. Central
Digital Doors Open
10:50 – 11:00 a.m. Central
- Open discussion: What was your biggest takeaway from Day 1 of Board Liaison Workshop?
Welcome to Day Two!
11:00 – 11:10 a.m. Central
Rebooting Your Strategic Plan
11:10 – 11:55 a.m. Central
- What is strategic planning and how is it now different?
- Strategy v.s. Operations
- Ongoing Strategic Planning - The Bounce Framework
Break: feel free to keep your connection live
11:55 a.m. – 12:00 p.m. Central
Effective Meeting Strategies
12:00 – 12:55 p.m. Central
- Board portals
- Understanding the role of board liaison compliance issues and methodology
- Digital board packets - navigating virtual meetings
Break: feel free to keep your connection live
12:55 – 1:00 p.m. Central
Ask and Answered!
1:00 – 1:50 p.m. Central
- What other questions do you have?
Wrap Up and Final Thoughts
1:50 – 2:00 p.m. Central
Post-workshop virtual session
12:00-1:00 p.m. Central
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 after you’ve returned home. You will automatically receive a calendar invite upon registering for the in-person workshop.
*agenda subject to change
FAQs
For virtual education support, review these helpful steps and frequently asked questions.
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.
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, ext. 340 or email cues@cues.org.