Artificial intelligence, block chain and data analytics are all playing a significant role in the financial services markets. Join us at for this in-depth look at how embracing these new technologies can optimize your operations, and give your credit union a competitive edge.
During this two-and-a-half day event, we’ll explore:
• Using AI to optimize your operations
• Evidence based decision-making
• Weighing the options in selecting AI
• Using predictive models to your advantage
• The credit union director’s guide to cryptocurrencies
• IT security strategies
Although not required, we recommend you complete CUES Governance Leadership Institute before attending CUES Governance Leadership Institute II.
Governance Leadership Institute II focuses on leadership and governance.
Subscribe to receive updates on Governance Leadership Institute II and related content.
-
16
CUES Governance Leadership Institute’s schedule offers 16 hours of learning.
-
18
You will earn up to 18 Continuing Professional Education credits for attending CUES Governance Leadership Institute.
Why Attend?
When you attend you’ll:
- Learn alongside your international colleagues in a relaxed, collaborative environment. Most attendees hail from the United States and Canada.
- Gain an in-depth understanding of how new technologies like artificial intelligence, block chain, and data analytics can optimize your operations and give your credit union a competitive edge.
- Benefit from our curriculum being developed specifically for credit unions by the faculty at Joseph L. Rotman School of Management. In fact, several esteemed faculty members are there for their students even after graduation, offering another level of support.
- Earn up to 18 Continuing Professional Education (CPE) credits.
Curriculum
Introduction and Case Study
Review governance fundamentals, including the director’s duty of care as applied to the topic areas. The case study will focus on a real-life AI situation, such as the cost-benefit scenario of using AI to optimize operations within credit unions.
Evidence Based Decision-Making
Explore how data is improving decision-making and being used to fundamentally change how organizations make strategic decisions and investments. We’ll also discuss how data analytics is replacing intuition, best guess scenarios and best practices.
Case Study
Discuss board decision-making around an investment in AI—we’ll cover the pros, the cons and how to decide between options and alternatives.
The confluence of Artificial Intelligence (AI) and Machine Learning (ML)
Learn how predictive models can assist credit union managers and boards in both strategic and operational initiatives to create a competitive advantage.
Block Chain
The credit union director’s guide to cryptocurrencies—including the pros and cons, and the questions to ask management when developing a robust digital strategy.
IT Security Strategy
Discuss cybercrime and the need for strategic IT investments to help prevent data breaches.
Agenda
Wednesday, June 10
Opening evening cocktail reception, dinner and a guest speaker.
6:30 p.m. – 8:30 p.m.
Thursday, June 11
Breakfast
7:30 a.m. – 8:30 a.m.
Introduction and Case Study
8:30 a.m. – 10:30 a.m.
Break
10:30 a.m. – 10:45 a.m.
Evidence Based Decision-Making
10:45 a.m. – 12:00 p.m.
Credit Union Directors: Duties, Risk and Liability (cont.)
10:45 a.m. – 12:00 p.m.
Lunch
12:00 p.m. – 1:00 p.m.
Case Study
1:00 p.m. – 2:45 p.m.
Break
2:45 p.m. – 3:00 p.m.
The confluence of Artificial Intelligence (AI) and Machine Learning (ML)
3:00 p.m. – 5:00 p.m.
Friday, June 12
Breakfast
7:30 a.m. – 8:30 a.m.
Block Chain
8:30 a.m. – 10:30 a.m.
Break
10:30 a.m. – 10:45 a.m.
IT Security Strategy
10:45 a.m. – 12:00 p.m.
Lunch
12:00 p.m. – 1:00 p.m.
Integrated Case Study
1:00 p.m. – 2:45 p.m.
Break
2:45 p.m. – 3:00 p.m.
Group Presentations
3:00 p.m. – 4:00 p.m.
Summary Q & A
4:30 p.m. – 5:00 p.m.
Graduation
CUES Governance Leadership Institute II concludes at 5:00 p.m.
Curriculum subject to change.
Air Travel
The suggested airport for travel to Toronto is the Pearson International Airport (YYZ). Please take a cab to the International Toronto Yorkville, which is a 45 to 60-minute ride depending on the time of day. Keep in mind when booking your flight that CUES Governance Leadership Institute II ends at 5:00 p.m. on June 12, and traffic will be heavy that time of day. Consider booking a flight departing after 8:00 p.m., or stay the night and leave the next morning.
Passport Information
For those attending from outside Canada – don’t forget your passport. Passport rules require all airline passengers landing in the United States (including returning U.S. citizens) from Canada, Mexico, the Bahamas and the Caribbean to carry a passport. Visit www.travel.state.gov/ for information on obtaining a U.S. passport.
Ground Transportation
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 OSMB44A 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).
Although not required, we recommend you complete CUES Governance Leadership Institute before attending CUES Governance Leadership Institute II.
CUES Governance Leadership Institute II offers a robust professional development experience for:
- Graduates of CUES Governance Leadership Institute.
- Executives who would like an in-depth education on how new technologies.
- Board chairs seeking a challenging academic opportunity.
- Dedicated directors and supervisory committee members who want to prepare for a new AI environment.
Your tuition includes:
- Welcome reception and dinner on Wednesday evening at The Intercontinental Hotel
- Breakfast, lunch and breaks on Thursday and Friday onsite, at the Rotman School of Management
ALL CANCELLATIONS MUST BE IN WRITING. (cues@cues.org)
- Prior to 120 days – full refund
- 61-120 days before start of event – 50% refund
- 0-60 days before start of event – no refund
Your spot will be secured when payment is received. 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.
Yes! This institute meets the following standards:
- Earn up to 18 CPE Credits
- Program Level: Overview
- Delivery Method: Group-Live
- Field of Study: Business Management & Organization
- Prerequisites: None
CUES is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors, through its website linked above.
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, and let you know how we can help.
Artificial intelligence, block chain and data analytics are all playing a significant role in the financial services markets. Join us at for this in-depth look at how embracing these new technologies can optimize your operations, and give your credit union a competitive edge.
During this two-and-a-half day event, we’ll explore:
• Using AI to optimize your operations
• Evidence based decision-making
• Weighing the options in selecting AI
• Using predictive models to your advantage
• The credit union director’s guide to cryptocurrencies
• IT security strategies
Although not required, we recommend you complete CUES Governance Leadership Institute before attending CUES Governance Leadership Institute II.
Governance Leadership Institute II focuses on leadership and governance.
Subscribe to receive updates on Governance Leadership Institute II and related content.
-
16
CUES Governance Leadership Institute’s schedule offers 16 hours of learning.
-
18
You will earn up to 18 Continuing Professional Education credits for attending CUES Governance Leadership Institute.
Why Attend?
When you attend you’ll:
- Learn alongside your international colleagues in a relaxed, collaborative environment. Most attendees hail from the United States and Canada.
- Gain an in-depth understanding of how new technologies like artificial intelligence, block chain, and data analytics can optimize your operations and give your credit union a competitive edge.
- Benefit from our curriculum being developed specifically for credit unions by the faculty at Joseph L. Rotman School of Management. In fact, several esteemed faculty members are there for their students even after graduation, offering another level of support.
- Earn up to 18 Continuing Professional Education (CPE) credits.
Curriculum
Introduction and Case Study
Review governance fundamentals, including the director’s duty of care as applied to the topic areas. The case study will focus on a real-life AI situation, such as the cost-benefit scenario of using AI to optimize operations within credit unions.
Evidence Based Decision-Making
Explore how data is improving decision-making and being used to fundamentally change how organizations make strategic decisions and investments. We’ll also discuss how data analytics is replacing intuition, best guess scenarios and best practices.
Case Study
Discuss board decision-making around an investment in AI—we’ll cover the pros, the cons and how to decide between options and alternatives.
The confluence of Artificial Intelligence (AI) and Machine Learning (ML)
Learn how predictive models can assist credit union managers and boards in both strategic and operational initiatives to create a competitive advantage.
Block Chain
The credit union director’s guide to cryptocurrencies—including the pros and cons, and the questions to ask management when developing a robust digital strategy.
IT Security Strategy
Discuss cybercrime and the need for strategic IT investments to help prevent data breaches.
Agenda
Wednesday, June 10
Opening evening cocktail reception, dinner and a guest speaker.
6:30 p.m. – 8:30 p.m.
Thursday, June 11
Breakfast
7:30 a.m. – 8:30 a.m.
Introduction and Case Study
8:30 a.m. – 10:30 a.m.
Break
10:30 a.m. – 10:45 a.m.
Evidence Based Decision-Making
10:45 a.m. – 12:00 p.m.
Credit Union Directors: Duties, Risk and Liability (cont.)
10:45 a.m. – 12:00 p.m.
Lunch
12:00 p.m. – 1:00 p.m.
Case Study
1:00 p.m. – 2:45 p.m.
Break
2:45 p.m. – 3:00 p.m.
The confluence of Artificial Intelligence (AI) and Machine Learning (ML)
3:00 p.m. – 5:00 p.m.
Friday, June 12
Breakfast
7:30 a.m. – 8:30 a.m.
Block Chain
8:30 a.m. – 10:30 a.m.
Break
10:30 a.m. – 10:45 a.m.
IT Security Strategy
10:45 a.m. – 12:00 p.m.
Lunch
12:00 p.m. – 1:00 p.m.
Integrated Case Study
1:00 p.m. – 2:45 p.m.
Break
2:45 p.m. – 3:00 p.m.
Group Presentations
3:00 p.m. – 4:00 p.m.
Summary Q & A
4:30 p.m. – 5:00 p.m.
Graduation
CUES Governance Leadership Institute II concludes at 5:00 p.m.
Curriculum subject to change.
Air Travel
The suggested airport for travel to Toronto is the Pearson International Airport (YYZ). Please take a cab to the International Toronto Yorkville, which is a 45 to 60-minute ride depending on the time of day. Keep in mind when booking your flight that CUES Governance Leadership Institute II ends at 5:00 p.m. on June 12, and traffic will be heavy that time of day. Consider booking a flight departing after 8:00 p.m., or stay the night and leave the next morning.
Passport Information
For those attending from outside Canada – don’t forget your passport. Passport rules require all airline passengers landing in the United States (including returning U.S. citizens) from Canada, Mexico, the Bahamas and the Caribbean to carry a passport. Visit www.travel.state.gov/ for information on obtaining a U.S. passport.
Ground Transportation
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 OSMB44A 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).
Although not required, we recommend you complete CUES Governance Leadership Institute before attending CUES Governance Leadership Institute II.
CUES Governance Leadership Institute II offers a robust professional development experience for:
- Graduates of CUES Governance Leadership Institute.
- Executives who would like an in-depth education on how new technologies.
- Board chairs seeking a challenging academic opportunity.
- Dedicated directors and supervisory committee members who want to prepare for a new AI environment.
Your tuition includes:
- Welcome reception and dinner on Wednesday evening at The Intercontinental Hotel
- Breakfast, lunch and breaks on Thursday and Friday onsite, at the Rotman School of Management
ALL CANCELLATIONS MUST BE IN WRITING. (cues@cues.org)
- Prior to 120 days – full refund
- 61-120 days before start of event – 50% refund
- 0-60 days before start of event – no refund
Your spot will be secured when payment is received. 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.
Yes! This institute meets the following standards:
- Earn up to 18 CPE Credits
- Program Level: Overview
- Delivery Method: Group-Live
- Field of Study: Business Management & Organization
- Prerequisites: None
CUES is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors, through its website linked above.
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, and let you know how we can help.