Learn the Ins and Outs of a Vital Role
We scheduled this important opportunity in conjunction with Directors Conference, so plan on bringing your board members along. You’ll attend a mixture of special board liaison-focused sessions designed for you and your colleagues, plus you’ll attend Directors Conference general sessions. See our Agenda tab for more.
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
Go further with Board Liaison Workshop - Online
Discover practical, actionable advice to keep your credit union running smoothly—all from the comfort of home.
Sponsorship Opportunities
Forge new relationships with credit union directors and executives as they strengthen their skills and hear from expert speakers.
Agenda
Pre-Conference Workshop
1:00 – 4:00 p.m.
Separate registration required.
Registration & Welcome Reception
4:00 – 5:30 p.m.
Breakfast
7:00 – 8:00 a.m.
Welcome to CUES Directors Conference & General Session
8:00 – 9:45 a.m.
Networking Refreshment Break
9:45 – 10:05 a.m.
Board Liaison Session #1
10:05 – 11:05 a.m.
Welcome and Introductions
Julia Patrick, CEO and Co-Founder, American Nonprofit Academy
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 five in-person sessions will work and how to maximize your digital learning experience.
We will also introduce all participants who will be on this learning journey during this time. These are the credit union professionals who can become new members of your own board liaison thought leadership cohort.
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.
Networking/Travel Time
11:05 – 11:20 a.m.
Board Liaison Session #2
11:20 a.m. – 12:20 p.m.
How To Navigate Board Composition and Governance Structure
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, along with 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. We will explore practical strategies for navigating board transitions through term limits and clear job descriptions that promote accountability on the credit union board level.
Luncheon
12:20 – 1:25 p.m.
Networking/Travel Time
1:25 – 1:35 p.m.
Board Liaison Session #3
1:35 – 2:45 p.m.
Credit Union Board Composition Assessment
Using the Credit Union Board Composition Assessment, learn how to lead the process of building a stronger board. Get details on how an aging board can be encouraged to seek new board members, while honoring the service of older members.
GROUP ACTION
Discuss with your board liaison peers what the types of board members are needed at your credit union and what are the skill sets that are needed. Discuss how you can bring this topic and strategy up with leadership to enact positive change.
Directors Conference General Session
2:45 – 3:45 p.m.
Directors Conference Concluding Connections
3:45 – 4:00 p.m.
Networking Breakfast
7:00 – 8:00 a.m.
Directors Conference General Session
8:00 – 9:20 a.m.
Networking Refreshment Break
9:20 – 9:40 a.m.
Board Liaison Session #4
9:40 – 10:40 a.m.
Herding CU Cats: Secrets of Effective Board Liaisons
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
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.
Networking Refreshment Break
10:40 – 11:00 a.m.
Board Liaison Session #5
11:00 a.m. – 12:00 p.m.
Optional to join last day of Directors Conference
Conference Information Desk
7:00 – 10:00 a.m.
Breakfast
7:00 – 8:00 a.m.
Wednesday Welcome & General Session
8:00 – 9:20 a.m.
Networking Refreshment Break
9:20 – 9:40 a.m.
Closing General Session
9:40 – 10:45 a.m.
Final Insights
10:45 – 11:00 a.m.
Conclusion of Conference, Safe Travels!
11:00 a.m.
Hotel
Hyatt Regency Hill Country Resort & Spa, San Antonio, TX
9800 Hyatt Resort Dr
San Antonio, TX 78251
We are currently working on details for our 2026 event. Please check back later for more information.
CUES has negotiated a discount when you book with Enterprise and National for this meeting. You can take advantage of our discounted rates by booking online using the below links. Be sure to reference account number SMB3601 when making all reservations.
Enterprise Reservations | National Reservations
We also invite you to enroll in the Emerald Club loyalty program. As an Emerald Club member, you can bypass the counter and choose your own vehicle, earn free rental days, receive arrival & return alerts, receive e-receipts, and maximize benefits while still enjoying our CUES corporate discount. Click here to enroll in Emerald Club (Emerald Club benefits applicable to both Enterprise & National reservations).
Spouse/Guest Programs
Separate registration required
Your companion is welcome to join you at the Welcome Reception on Sunday, as well as register for any of our optional activities. We also offer a companion meal program, which includes breakfast Monday through Wednesday for $325 USD.
FAQ
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.
In addition to the great content and speakers we have lined up, your registration includes:
- All educational sessions & materials
- Sunday's welcome reception for attendees and their guests
- Three breakfasts
- One luncheon
Suggested dress for the conference is business casual. Although we try to keep meeting room temperatures comfortable, we suggest you bring a sweater or jacket.
Yes, and it’s all included in your Board Liaison Workshop in person registration! See our Agenda tab for details.
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.
Learn the Ins and Outs of a Vital Role
We scheduled this important opportunity in conjunction with Directors Conference, so plan on bringing your board members along. You’ll attend a mixture of special board liaison-focused sessions designed for you and your colleagues, plus you’ll attend Directors Conference general sessions. See our Agenda tab for more.
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
Go further with Board Liaison Workshop - Online
Discover practical, actionable advice to keep your credit union running smoothly—all from the comfort of home.
Sponsorship Opportunities
Forge new relationships with credit union directors and executives as they strengthen their skills and hear from expert speakers.
Agenda
Pre-Conference Workshop
1:00 – 4:00 p.m.
Separate registration required.
Registration & Welcome Reception
4:00 – 5:30 p.m.
Breakfast
7:00 – 8:00 a.m.
Welcome to CUES Directors Conference & General Session
8:00 – 9:45 a.m.
Networking Refreshment Break
9:45 – 10:05 a.m.
Board Liaison Session #1
10:05 – 11:05 a.m.
Welcome and Introductions
Julia Patrick, CEO and Co-Founder, American Nonprofit Academy
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 five in-person sessions will work and how to maximize your digital learning experience.
We will also introduce all participants who will be on this learning journey during this time. These are the credit union professionals who can become new members of your own board liaison thought leadership cohort.
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.
Networking/Travel Time
11:05 – 11:20 a.m.
Board Liaison Session #2
11:20 a.m. – 12:20 p.m.
How To Navigate Board Composition and Governance Structure
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, along with 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. We will explore practical strategies for navigating board transitions through term limits and clear job descriptions that promote accountability on the credit union board level.
Luncheon
12:20 – 1:25 p.m.
Networking/Travel Time
1:25 – 1:35 p.m.
Board Liaison Session #3
1:35 – 2:45 p.m.
Credit Union Board Composition Assessment
Using the Credit Union Board Composition Assessment, learn how to lead the process of building a stronger board. Get details on how an aging board can be encouraged to seek new board members, while honoring the service of older members.
GROUP ACTION
Discuss with your board liaison peers what the types of board members are needed at your credit union and what are the skill sets that are needed. Discuss how you can bring this topic and strategy up with leadership to enact positive change.
Directors Conference General Session
2:45 – 3:45 p.m.
Directors Conference Concluding Connections
3:45 – 4:00 p.m.
Networking Breakfast
7:00 – 8:00 a.m.
Directors Conference General Session
8:00 – 9:20 a.m.
Networking Refreshment Break
9:20 – 9:40 a.m.
Board Liaison Session #4
9:40 – 10:40 a.m.
Herding CU Cats: Secrets of Effective Board Liaisons
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
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.
Networking Refreshment Break
10:40 – 11:00 a.m.
Board Liaison Session #5
11:00 a.m. – 12:00 p.m.
Optional to join last day of Directors Conference
Conference Information Desk
7:00 – 10:00 a.m.
Breakfast
7:00 – 8:00 a.m.
Wednesday Welcome & General Session
8:00 – 9:20 a.m.
Networking Refreshment Break
9:20 – 9:40 a.m.
Closing General Session
9:40 – 10:45 a.m.
Final Insights
10:45 – 11:00 a.m.
Conclusion of Conference, Safe Travels!
11:00 a.m.
Hotel
Hyatt Regency Hill Country Resort & Spa, San Antonio, TX
9800 Hyatt Resort Dr
San Antonio, TX 78251
We are currently working on details for our 2026 event. Please check back later for more information.
CUES has negotiated a discount when you book with Enterprise and National for this meeting. You can take advantage of our discounted rates by booking online using the below links. Be sure to reference account number SMB3601 when making all reservations.
Enterprise Reservations | National Reservations
We also invite you to enroll in the Emerald Club loyalty program. As an Emerald Club member, you can bypass the counter and choose your own vehicle, earn free rental days, receive arrival & return alerts, receive e-receipts, and maximize benefits while still enjoying our CUES corporate discount. Click here to enroll in Emerald Club (Emerald Club benefits applicable to both Enterprise & National reservations).
Spouse/Guest Programs
Separate registration required
Your companion is welcome to join you at the Welcome Reception on Sunday, as well as register for any of our optional activities. We also offer a companion meal program, which includes breakfast Monday through Wednesday for $325 USD.
FAQ
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.
In addition to the great content and speakers we have lined up, your registration includes:
- All educational sessions & materials
- Sunday's welcome reception for attendees and their guests
- Three breakfasts
- One luncheon
Suggested dress for the conference is business casual. Although we try to keep meeting room temperatures comfortable, we suggest you bring a sweater or jacket.
Yes, and it’s all included in your Board Liaison Workshop in person registration! See our Agenda tab for details.
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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