Contact Teresa Brogan, executive education specialist, if you have any questions.
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.
-
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.
Curriculum subject to change
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.
We are currently working on speakers for this event. Please check back later for more information.
Good Governance Protects Your Credit Union
As a credit union leader you’re expected to exceed members’ needs, be strong community partners, and meet regulatory requirements—all while keeping your institution financially sound.
The prestigious CUES Governance Leadership Institute II is an intense program that combines the faculty, facilities and resources of one of the world’s top business schools into an unparalleled educational opportunity that will prepare you and your credit union to excel at the organizational level.
Developed specifically for the credit union industry, CUES Governance Leadership Institute II was designed for director and executives alike. Its robust curriculum meets your needs through powerful CU-specific case studies focused on highly effective boards, interactive presentations, and collaborative exercises. We’ve also included ample discussion time for topics attendees have specifically requested. Plus, you’ll benefit from valuable networking with your colleagues.
As a graduate of this transformational program, you’ll leave equipped with a comprehensive understanding of how you can strengthen your boardroom contributions as you learn to effectively balance healthy debate and diversity with consensus building. You’ll also have a thorough understanding of key issues, including:
Duties, Risks and Liabilities
Examine the responsibilities of directors and executives, specifically relating to these uncertain financial times. Participants will:
- Examine the role of executives and the fiduciary duties of directors
- Explore liability
Negotiating During Decision-Making
Learn a practiced approach to managing information exchanges between board members and management. Discover:
- Ways to negotiate more effectively
- How information should flow between management and the board
Influencing Change
Explore the roles senior executives and board members play in managing and influencing organizational change. You will:
- Identify causes of sub-optimal information sharing in decisions
- Recognize the need for, and describe tactics for engaging in, constructive conflict in discussions
- Employ six scientific principles of persuasion and influence
Developing Effectiveness
Take part in a collaboration game to experience behaviors that lead to positive and negative exchanges. Learn to:
- Identify processes and tools you can use to increase effectiveness
- Consider the role of evaluations, and how they can enhance team dynamics
Board and Director Self-Assessment
Discuss several approaches to evaluating board and individual director effectiveness. Develop a framework for selecting new directors and recognize the socio-political complexities characterizing boards. You will:
- Gain new insights into selecting directors
- Explore in-depth frameworks for making the selection risk /management
CUES Governance Leadership Institute attendees can include:
- Board Chairs
- Directors
- CEOs
- SVPs
Takeaway
When choosing an executive education program, it’s important to consider what you’ll get in return.
CUES executive education offerings are developed in conjunction with world-renowned universities and represent the highest quality professional development in the credit union industry; CUES Governance Leadership Institute II is no exception. Taught by the esteemed Joseph L. Rotman School of Management faculty, and covering topics from strategy to governance responsibilities, this powerful learning experience helps you become a stronger contributor to your credit union, and better understand your fiduciary responsibilities.
Register Now
Good governance protects your credit union and CUES Governance Leadership Institute II provides very tailored training and real benefits for you and your organization.
Register now by visiting the page link above or contacting Teresa Brogan, Executive Education Specialist, at 800.252.2664 or 608.271.2664, ext. 331; or email teresab@cues.org.
Hotel
Intercontinental Toronto Yorkville
220 Bloor Street West
Toronto, ON
Rates at the Intercontinental Toronto Yorkville are $339 CAD for single/double occupancy plus 17% room tax. Please make your hotel reservations online prior to May 14, 2020, or by calling 800.267.0010. For online reservations, select your Check In Date and Check Out Date, then click on SEARCH (right hand area). A list of available rooms under the group rate, with the description of the rooms, will appear. To book, just click SELECT ROOM. The next screen will allow you to confirm the group rate, click on SELECT RATE. The guest will then be prompted to enter their information on to complete the reservation process. For phone reservations, let them know you are a participant of the CUES GLI II group, and mention the block code E1O (O as in Oscar). Check-in time is 3:00 p.m., and check-out time is 12:00 p.m.
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
Hertz is the official car rental company for this meeting. You can take advantage of their discounted rates by placing your reservation online at www.hertz.com or through the Hertz Meeting Sales Desk within the U.S. at 800-654-2240; from within Canada call 800-263-0600 refer to Meeting CV# 02ZG0016.
FAQs
Although not required, we recommend you complete CUES Governance Leadership Institute™ before attending CUES Governance Leadership Institute™ II.
CUES Governance Leadership Institute 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
CUES Governance Leadership Institute II starts with a welcome reception and dinner on Wednesday evening at 6:30 p.m.
Sessions run Thursday and Friday from 8:00 a.m. to 5:00 p.m. The classroom is a 10-minute walk from the hotel.
Plan on business casual attire. We suggest you bring a sweater or jacket along in case you find the classroom temperature chilly.
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.
Contact Teresa Brogan, executive education specialist, if you have any questions.
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.
-
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.
Curriculum subject to change
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.
We are currently working on speakers for this event. Please check back later for more information.
Good Governance Protects Your Credit Union
As a credit union leader you’re expected to exceed members’ needs, be strong community partners, and meet regulatory requirements—all while keeping your institution financially sound.
The prestigious CUES Governance Leadership Institute II is an intense program that combines the faculty, facilities and resources of one of the world’s top business schools into an unparalleled educational opportunity that will prepare you and your credit union to excel at the organizational level.
Developed specifically for the credit union industry, CUES Governance Leadership Institute II was designed for director and executives alike. Its robust curriculum meets your needs through powerful CU-specific case studies focused on highly effective boards, interactive presentations, and collaborative exercises. We’ve also included ample discussion time for topics attendees have specifically requested. Plus, you’ll benefit from valuable networking with your colleagues.
As a graduate of this transformational program, you’ll leave equipped with a comprehensive understanding of how you can strengthen your boardroom contributions as you learn to effectively balance healthy debate and diversity with consensus building. You’ll also have a thorough understanding of key issues, including:
Duties, Risks and Liabilities
Examine the responsibilities of directors and executives, specifically relating to these uncertain financial times. Participants will:
- Examine the role of executives and the fiduciary duties of directors
- Explore liability
Negotiating During Decision-Making
Learn a practiced approach to managing information exchanges between board members and management. Discover:
- Ways to negotiate more effectively
- How information should flow between management and the board
Influencing Change
Explore the roles senior executives and board members play in managing and influencing organizational change. You will:
- Identify causes of sub-optimal information sharing in decisions
- Recognize the need for, and describe tactics for engaging in, constructive conflict in discussions
- Employ six scientific principles of persuasion and influence
Developing Effectiveness
Take part in a collaboration game to experience behaviors that lead to positive and negative exchanges. Learn to:
- Identify processes and tools you can use to increase effectiveness
- Consider the role of evaluations, and how they can enhance team dynamics
Board and Director Self-Assessment
Discuss several approaches to evaluating board and individual director effectiveness. Develop a framework for selecting new directors and recognize the socio-political complexities characterizing boards. You will:
- Gain new insights into selecting directors
- Explore in-depth frameworks for making the selection risk /management
CUES Governance Leadership Institute attendees can include:
- Board Chairs
- Directors
- CEOs
- SVPs
Takeaway
When choosing an executive education program, it’s important to consider what you’ll get in return.
CUES executive education offerings are developed in conjunction with world-renowned universities and represent the highest quality professional development in the credit union industry; CUES Governance Leadership Institute II is no exception. Taught by the esteemed Joseph L. Rotman School of Management faculty, and covering topics from strategy to governance responsibilities, this powerful learning experience helps you become a stronger contributor to your credit union, and better understand your fiduciary responsibilities.
Register Now
Good governance protects your credit union and CUES Governance Leadership Institute II provides very tailored training and real benefits for you and your organization.
Register now by visiting the page link above or contacting Teresa Brogan, Executive Education Specialist, at 800.252.2664 or 608.271.2664, ext. 331; or email teresab@cues.org.
Hotel
Intercontinental Toronto Yorkville
220 Bloor Street West
Toronto, ON
Rates at the Intercontinental Toronto Yorkville are $339 CAD for single/double occupancy plus 17% room tax. Please make your hotel reservations online prior to May 14, 2020, or by calling 800.267.0010. For online reservations, select your Check In Date and Check Out Date, then click on SEARCH (right hand area). A list of available rooms under the group rate, with the description of the rooms, will appear. To book, just click SELECT ROOM. The next screen will allow you to confirm the group rate, click on SELECT RATE. The guest will then be prompted to enter their information on to complete the reservation process. For phone reservations, let them know you are a participant of the CUES GLI II group, and mention the block code E1O (O as in Oscar). Check-in time is 3:00 p.m., and check-out time is 12:00 p.m.
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
Hertz is the official car rental company for this meeting. You can take advantage of their discounted rates by placing your reservation online at www.hertz.com or through the Hertz Meeting Sales Desk within the U.S. at 800-654-2240; from within Canada call 800-263-0600 refer to Meeting CV# 02ZG0016.
FAQs
Although not required, we recommend you complete CUES Governance Leadership Institute™ before attending CUES Governance Leadership Institute™ II.
CUES Governance Leadership Institute 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
CUES Governance Leadership Institute II starts with a welcome reception and dinner on Wednesday evening at 6:30 p.m.
Sessions run Thursday and Friday from 8:00 a.m. to 5:00 p.m. The classroom is a 10-minute walk from the hotel.
Plan on business casual attire. We suggest you bring a sweater or jacket along in case you find the classroom temperature chilly.
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.