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
Agenda
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.
Meet the facilitator, Julia C. Patrick, CEO of the American Nonprofit Academy and Co-Host of the award-winning The Nonprofit Show. Learn how the three-day session will work and how to maximize your digital learning experience.
Introductory Session
11:30 a.m. – 12:30 p.m.
What Does It Mean To Be A Board Liaison
The role of a board liaison in the credit union sector is exciting, challenging, and demanding. Learn what the scope of this position includes and how your leadership traits can influence action, compliance, and organizational impact.
Discover practical ways to leverage your knowledge, strategic thinking, and management skills while working with a credit union board that is focused on achieving its goals. From specific task management strategies to modern meeting processes, this session will survey the wide range of responsibilities that credit union board liaisons must manage and track.
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.
Get up to speed from Day 1 along with the major highlights that factor into the lessons of Day 2.
Herding CU Cats: Secrets of Effective Board Liaisons
11:15 a.m. – 12:15 p.m.
The systems, mindset, and management of a credit union board often determine the difference between strong engagement and low participation. Learn the key elements of successful board liaison leadership and how modern meeting management—including the effective use of technology—can drive success.
From understanding basic compliance issues to administering a group of busy credit union leaders, this session will help you move beyond the proverbial frustrations of “herding cats” toward delivering strategic meeting management that achieves goals and creates meaningful community impact. Learn how to set clear expectations—both for yourself and for the board—so that board members arrive prepared to work and accomplish their vital Credit Union missions.
Group Dialogue - The Solutions To Board Liaison Frustrations
12:15 – 12:30 p.m.
The group will open the floor for a robust discussion about current or potential roadblocks that may create frustration in the board liaison role. Participants will have the opportunity to learn from one another by voicing real concerns and exploring strategies to overcome them.
Rather than allowing challenges to build into overwhelming stress or disengagement, we will focus on practical, real-world approaches to effective board liaison leadership.
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.
How To Navigate Board Composition and Board Structure
11:15 a.m. – 12:00 p.m.
For the first time in North American labor history, organizations are working with four distinct generational groups. From senior leaders such as Baby Boomers to Gen X, Millennials, and even entry-level Gen Z professionals, today’s workforce reflects a wide range of work styles, communication preferences, and fintech capabilities.
Learn how to recognize and understand these generational groups, how power dynamics may differ among them, and—most importantly—how to guide discussions that build a strong and effective board composition. This session will also introduce the American Nonprofit Academy’s Board Composition Assessment tool and explore practical strategies for navigating board transitions
through term limits and clear job descriptions that promote accountability on the credit union board level.
Group Discussion - Your Board Liaison Challenges and Lessons Learned
12:00 – 12:30 p.m.
The opportunity for the CUES Online Board Liaison Workshop co-hort to chat about their challenges and opportunities. We will honestly discuss how the professional board liaison works in a highly professional manner with integrity and the ability to get things done.
Day Three Close
12:30 p.m.
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
Agenda
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.
Meet the facilitator, Julia C. Patrick, CEO of the American Nonprofit Academy and Co-Host of the award-winning The Nonprofit Show. Learn how the three-day session will work and how to maximize your digital learning experience.
Introductory Session
11:30 a.m. – 12:30 p.m.
What Does It Mean To Be A Board Liaison
The role of a board liaison in the credit union sector is exciting, challenging, and demanding. Learn what the scope of this position includes and how your leadership traits can influence action, compliance, and organizational impact.
Discover practical ways to leverage your knowledge, strategic thinking, and management skills while working with a credit union board that is focused on achieving its goals. From specific task management strategies to modern meeting processes, this session will survey the wide range of responsibilities that credit union board liaisons must manage and track.
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.
Get up to speed from Day 1 along with the major highlights that factor into the lessons of Day 2.
Herding CU Cats: Secrets of Effective Board Liaisons
11:15 a.m. – 12:15 p.m.
The systems, mindset, and management of a credit union board often determine the difference between strong engagement and low participation. Learn the key elements of successful board liaison leadership and how modern meeting management—including the effective use of technology—can drive success.
From understanding basic compliance issues to administering a group of busy credit union leaders, this session will help you move beyond the proverbial frustrations of “herding cats” toward delivering strategic meeting management that achieves goals and creates meaningful community impact. Learn how to set clear expectations—both for yourself and for the board—so that board members arrive prepared to work and accomplish their vital Credit Union missions.
Group Dialogue - The Solutions To Board Liaison Frustrations
12:15 – 12:30 p.m.
The group will open the floor for a robust discussion about current or potential roadblocks that may create frustration in the board liaison role. Participants will have the opportunity to learn from one another by voicing real concerns and exploring strategies to overcome them.
Rather than allowing challenges to build into overwhelming stress or disengagement, we will focus on practical, real-world approaches to effective board liaison leadership.
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.
How To Navigate Board Composition and Board Structure
11:15 a.m. – 12:00 p.m.
For the first time in North American labor history, organizations are working with four distinct generational groups. From senior leaders such as Baby Boomers to Gen X, Millennials, and even entry-level Gen Z professionals, today’s workforce reflects a wide range of work styles, communication preferences, and fintech capabilities.
Learn how to recognize and understand these generational groups, how power dynamics may differ among them, and—most importantly—how to guide discussions that build a strong and effective board composition. This session will also introduce the American Nonprofit Academy’s Board Composition Assessment tool and explore practical strategies for navigating board transitions
through term limits and clear job descriptions that promote accountability on the credit union board level.
Group Discussion - Your Board Liaison Challenges and Lessons Learned
12:00 – 12:30 p.m.
The opportunity for the CUES Online Board Liaison Workshop co-hort to chat about their challenges and opportunities. We will honestly discuss how the professional board liaison works in a highly professional manner with integrity and the ability to get things done.
Day Three Close
12:30 p.m.
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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