CUES is working hard to host Symposium safely for our attendees, guests, sponsors and staff. We are in close contact with our hotel partners to work through and follow any and all Hawaiian state protocols that will be in place during our time in Maui. For more information about the safety protocols currently in place, head to the "Safety" tab.
CUES Symposium is currently sold out. If you would like to be added to the waitlist, please register today and await further instruction.
Transform your top team into a dynamic duo.
CUES Symposium is a unique conference that fortifies the partnership between your credit union’s CEO and board chair. By attending together, the pair shares learning experiences and team-building opportunities, resulting in a powerful team that works well together, ultimately strengthening and advancing your credit union.
This specialized event is highly interactive, providing opportunities for your CEO and chair to collaborate, share ideas, problem solve, and develop plans ready to take home and implement immediately.
Synergy is vital at the top. Register today!
CEOs and board chairs must attend CUES Symposium together, so please register at the same time. If your board chair is unable to attend, you may bring your vice chair.
The registration fee above is pairs pricing for your CEO and board chair. Additional registrants are $1,975 for CUES Members and $2,975 for non-members.
CUES Symposium focuses on leadership, strategy and governance.
Subscribe to receive updates on CUES Symposium and related content.
Why the CEO and Board Chair Should Attend CUES Symposium
Your team will:
- Come away working together as true partners, which will benefit your credit union for years to come
- Work to develop plans which are set to go, ready to take home and implement immediately
- Enjoy a bucket-list location, designed to help them get away from the day-to-day and focus on team building
- Learn from world-class speakers and educators both in- and outside the CU movement for a full cross industry perspective
- Follow a flexible agenda that allows time for networking with like-minded CUs and island exploration
Thank You to Our Sponsors
Platinum Sponsors
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Gold Sponsors
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Silver Sponsors
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Sponsorship Opportunities
Putting your organization in front of the credit union movement’s top executives and directors will accelerate your sales performance. Explore all CUES’ sponsorship opportunities today.
CUES Conference Information Desk
4:30 – 6:00 p.m.
Symposium Welcome Reception
4:30 – 6:00 p.m.
Breakfast Buffet
7:00 – 8:00 a.m.
Welcome to Symposium
8:00 – 8:15 a.m.
General Session
8:15 – 10:00 a.m.
Leadership, Alignment, and Change
Sean Martin, Donald and Lauren Morel Associate Professor of Business Administration, Darden School of Business, University of Virginia
In this highly interactive workshop, we will discuss a business case of an executive in the midst of an organizational change. We will draw out what his experiences suggest about effective leadership, organizational alignment and change. We will also workshop these themes with peers and partners and apply the insights from our discussions to our own organizations.
Networking Break
10:00 – 10:20 a.m.
General Session Continues
10:20 a.m. – 12:00 p.m.
Lunch
On your own
Afternoon Optional Event
(separate registration required)
Breakfast Buffet
7:00 – 8:00 a.m.
Breakout Sessions
8:00 – 9:30 a.m.
Smart Collaboration
Heidi Gardner, Distinguished Fellow at Harvard Law School’s Center on the Legal Profession
Our goal for this interactive session is to spark a discussion and provide practical approaches to help Board Chairs and credit union executives work together most productively to achieve their organization’s strategic goals. We will introduce the business and talent case for enhancing Smart Collaboration within the boardroom, between the board and the executives, and across various organizational silos that exist within the credit unions.
Our empirical research over the last decade at Harvard demonstrates that organizations engaging in Smart Collaboration generate higher revenues and profits, provide better customer satisfaction, and can attract, retain and engage their talent. Each participant will have access to the Smart Collaboration Accelerator, which is a pioneering, research-based psychometric tool. The workshops will help people understand how to use their behavioral tendencies to enhance collaboration and help their credit union reap the associated benefits.
The Agile Dashboard
Joe Perfetti, Lecturer, Department of Finance, University of Maryland College Park
You can’t drive a car looking in the rear-view mirror. Traditional metrics are backward looking. They keep score. What did you do last month, last quarter and last year? Companies need to keep score to assess performance: growth, margin, return on equity, and total shareholder return are common metrics. In the age of agile, companies need to increasingly start putting forward looking and predictive metrics on their dashboards.
Leaders must also make decisions more quickly with incomplete information as decisions increasingly become more complex. This session will provide frameworks to identify the type of decision that needs to be made and provide tools to make decisions with less than 90% certainty.
Riffing on Credit Union Transformation
Steve Williams, President and Partner, Cornerstone Advisors
Credit Unions are facing a more intense and diverse set of competitors in what some call “the technology decade of banking.” As leadership teams witness big bank dominance, fintech disruption and big tech encroachment, they also face new strategic imperatives to transform their organizations. In this session, Steve Williams of Cornerstone Advisors will take CEOs and Chairs through an interactive tour of credit union transformation from the front lines of institutions. Using best practice industry case studies and real-world sharing from attendees, Williams will dig into key areas such as digital delivery, analytics AI, payments, marketing, and the transformation of lending. Attendees will interactively create their Now, Next, Future Transformation Road Map to spur constructive dialogue between the governance and operational leaders of the organization. Importantly, attendees will get to hear from peers regarding key successes and struggles on the journey of competitive transformation. Finally, Williams will provide a framework for the agile leadership team, organization, and culture that credit unions will need to successfully execute on transformation in the decade ahead.
Networking Break
9:30 – 9:45 a.m.
Breakout Sessions Continue
9:45 – 11:00 a.m.
Travel Time
11:00 – 11:05 a.m.
Open Forum/Round Table Sessions
11:05 a.m. – 12:00 p.m.
Lunch
On your own
Optional Event: Golf Tournament
1:00 p.m. shotgun start
(separate registration required, lunch included)
Breakfast Buffet
7:00 – 8:00 a.m.
Breakout Sessions
8:00 – 9:30 a.m.
Riffing on Credit Union Transformation
Steve Williams, President and Partner, Cornerstone Advisors
Credit Unions are facing a more intense and diverse set of competitors in what some call “the technology decade of banking.” As leadership teams witness big bank dominance, fintech disruption and big tech encroachment, they also face new strategic imperatives to transform their organizations. In this session, Steve Williams of Cornerstone Advisors will take CEOs and Chairs through an interactive tour of credit union transformation from the front lines of institutions. Using best practice industry case studies and real-world sharing from attendees, Williams will dig into key areas such as digital delivery, analytics AI, payments, marketing, and the transformation of lending. Attendees will interactively create their Now, Next, Future Transformation Road Map to spur constructive dialogue between the governance and operational leaders of the organization. Importantly, attendees will get to hear from peers regarding key successes and struggles on the journey of competitive transformation. Finally, Williams will provide a framework for the agile leadership team, organization, and culture that credit unions will need to successfully execute on transformation in the decade ahead.
Smart Collaboration
Heidi Gardner, Distinguished Fellow at Harvard Law School’s Center on the Legal Profession
Our goal for this interactive session is to spark a discussion and provide practical approaches to help Board Chairs and credit union executives work together most productively to achieve their organization’s strategic goals. We will introduce the business and talent case for enhancing Smart Collaboration within the boardroom, between the board and the executives, and across various organizational silos that exist within the credit unions.
Our empirical research over the last decade at Harvard demonstrates that organizations engaging in Smart Collaboration generate higher revenues and profits, provide better customer satisfaction, and can attract, retain and engage their talent. Each participant will have access to the Smart Collaboration Accelerator, which is a pioneering, research-based psychometric tool. The workshops will help people understand how to use their behavioral tendencies to enhance collaboration and help their credit union reap the associated benefits.
The Agile Dashboard
Joe Perfetti, Lecturer, Department of Finance, University of Maryland, College Park
You can’t drive a car looking in the rear-view mirror. Traditional metrics are backward looking. They keep score. What did you do last month, last quarter and last year? Companies need to keep score to assess performance: growth, margin, return on equity, and total shareholder return are common metrics. In the age of agile, companies need to increasingly start putting forward looking and predictive metrics on their dashboards.
Leaders must also make decisions more quickly with incomplete information as decisions increasingly become more complex. This session will provide frameworks to identify the type of decision that needs to be made and provide tools to make decisions with less than 90% certainty.
Networking Break
9:30 – 9:45 a.m.
Breakout Sessions Continue
9:45 – 11:00 a.m.
Open Forum/Round Table Sessions
11:05 a.m. – 12:00 p.m.
Travel Time
11:00 – 11:05 a.m.
Open Forum/Round Table Sessions
11:05 a.m. – 12:00 p.m.
Lunch
On your own
Optional Event
12:30 – 4:15 p.m.
(separate registration required)
Breakfast Buffet
7:00 – 8:00 a.m.
Breakout Sessions
8:00 – 9:30 a.m.
The Agile Dashboard
Joe Perfetti, Lecturer, Department of Finance, University of Maryland, College Park
You can’t drive a car looking in the rear-view mirror. Traditional metrics are backward looking. They keep score. What did you do last month, last quarter and last year? Companies need to keep score to assess performance: growth, margin, return on equity, and total shareholder return are common metrics. In the age of agile, companies need to increasingly start putting forward looking and predictive metrics on their dashboards.
Leaders must also make decisions more quickly with incomplete information as decisions increasingly become more complex. This session will provide frameworks to identify the type of decision that needs to be made and provide tools to make decisions with less than 90% certainty.
Riffing on Credit Union Transformation
Steve Williams, President and Partner, Cornerstone Advisors
Credit Unions are facing a more intense and diverse set of competitors in what some call “the technology decade of banking.” As leadership teams witness big bank dominance, fintech disruption and big tech encroachment, they also face new strategic imperatives to transform their organizations. In this session, Steve Williams of Cornerstone Advisors will take CEOs and Chairs through an interactive tour of credit union transformation from the front lines of institutions. Using best practice industry case studies and real-world sharing from attendees, Williams will dig into key areas such as digital delivery, analytics AI, payments, marketing, and the transformation of lending. Attendees will interactively create their Now, Next, Future Transformation Road Map to spur constructive dialogue between the governance and operational leaders of the organization. Importantly, attendees will get to hear from peers regarding key successes and struggles on the journey of competitive transformation. Finally, Williams will provide a framework for the agile leadership team, organization, and culture that credit unions will need to successfully execute on transformation in the decade ahead.
Smart Collaboration
Heidi Gardner, Distinguished Fellow at Harvard Law School’s Center on the Legal Profession
Our goal for this interactive session is to spark a discussion and provide practical approaches to help Board Chairs and credit union executives work together most productively to achieve their organization’s strategic goals. We will introduce the business and talent case for enhancing Smart Collaboration within the boardroom, between the board and the executives, and across various organizational silos that exist within the credit unions.
Our empirical research over the last decade at Harvard demonstrates that organizations engaging in Smart Collaboration generate higher revenues and profits, provide better customer satisfaction, and can attract, retain and engage their talent. Each participant will have access to the Smart Collaboration Accelerator, which is a pioneering, research-based psychometric tool. The workshops will help people understand how to use their behavioral tendencies to enhance collaboration and help their credit union reap the associated benefits.
Networking Break
9:30 – 9:45 a.m.
Breakout Sessions Continue
9:45 – 11:00 a.m.
CUES Symposium Concludes
11:00 a.m.
The Grand Wailea, a Waldorf Astoria Resort has limited availability. If you would like to be put on a list for more information about our overflow hotel, please email events@cues.org.
Grand Wailea, a Waldorf Astoria Resort
3850 Wailea Alanui Drive
Wailea, HI 96753
808.875.1234
The CUES discounted rates at the Grand Wailea are as follows:
Terrace: $365/night
Deluxe Garden: $375/night
Ocean View: $415/night
Deluxe Ocean: $699/night
Rates are based on single or double occupancy and are subject to applicable taxes. These special rates are available for reservations beginning up to 3 days before and 3 days after the conference dates, as room availability permits.
Reservations can be made prior to Monday, January 3, 2022, online by clicking here or by calling the reservations call center at 800.888.6100. Be sure to mention that you are attending a conference with CUES to receive the group rate. Room rates and availability are not guaranteed, so early reservations are recommended.
The hotel offers great amenities, discounted rates and the best networking opportunities available. Staying within CUES’ room block will help keep registration prices down. The hotel will accept reservations after January 3, 2022, based on availability; however, the discounted rooms may be gone and the room rate may increase prior to this date so early reservations are recommended.
When reservations are made, the hotel will require a deposit equal to the room rate and tax for the first and last night for each reservation. An individual’s deposit is refundable to that individual if the resort received notice of an individual’s cancellation at least thirty (30) days prior to scheduled arrival.
Check-in time is 4:00 p.m. and check-out time is 11:00 a.m.
*Remember that all hotel arrangements are strictly between you and the hotel. In the event your flight is canceled, you are responsible for calling to cancel your room reservation.
In addition to the room rate, there will be a daily resort charge of $15.00 per room, per night, plus tax that will be posted to each guest room and includes the following:
- Guest Wi-Fi Internet Access
- Two refillable bottles of PATH water per room upon arrival water stations throughout property
- Access to Fitness Center reservation required
- Admission to twice-daily SCUBA clinics and daily snorkel lesson based on availability, signup required
- Use of Beach Cruiser Bikes based on availability
- Participation in complimentary hula and ukulele lessons
- Participation in beach yoga class
- Beach umbrellas and chairs for use on Wailea Beach based on availability
- A one-time 45-minute photography session advanced reservations required
- Unlimited local, toll-free, and credit card calls
Resort fee inclusions are subject to change. Learn more about your Grand Wailea experience here.
Porterage is a mandatory guest charge and is applicable to each guest occupying a room, regardless of age. The porterage fee is $14.50 per person, per room for check-in and check-out service. Room attendant charge is mandatory and will be applicable to each room. The room attendant change is $3.00 per room, per day.
U.S.-based CUES conference participants may call Fox World Travel for airfare reservations at 888-230-8833 (toll free) or 800-373-9643 (after business hours) and reference CUES.
Please note that a ticket processing fee of $37 domestic or $46 international will be added. CUES does not offer a discounted rate, but Fox World Travel will ensure the best pricing available for U.S. residents.
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).
Optional Events
Tuesday, February 8
Golf Tournament
Wailea Golf Club, Emerald Course
1:00 p.m. shotgun start
$330 per person
Join us for a fun afternoon on the Emerald Course at the Wailea Golf Club. With its fabulous ocean backdrop, this 18-hole, par-72 course is spectacularly beautiful and fascinating to play.
The registration fee of $330 includes golf, transportation, cart rental, lunch, and prizes. Club rentals are available for $75. Log in to register or email cues@cues.org for assistance.
Updated: September 30, 2021
CUES is working hard to host Symposium safely for our attendees, guests, sponsors and staff. We are in close contact with our hotel partners to work through and follow any and all Hawaiian state protocols that will be in place during our time in Maui.
CUES staff will continue to monitor the situation leading up to and at the event and communicate any possible situation with attendees.
The state of Hawaii is taking the following precautions to help prevent the spread of COVID-19:
- Mandatory Travel and Health form for all visitors
- Temperature screening at all airports upon arrival
- Pre-travel testing program or a vaccination exception program
You can see a list of Frequently Asked Questions here.
Follow these resources to see what criteria the Grand Wailea Resort Hotel & Spa has in place:
Information from the Grand Wailea Resort Hotel & Spa for CUES Guests
- Currently, all guests are required to wear masks indoors in restaurants and shops. Our restaurants and fitness center are at 50% capacity.
- Once guests are seated at a restaurant, they may remove their masks, but must wear them when they leave or stand up to use a restroom.
- Guests are not required to wear masks outdoors; hotel staff and managers will continue to wear masks outdoors.
- Hand sanitizing stations are located throughout the resort.
- All staff gets temperature checked upon entry to the hotel.
- Housekeeping is providing daily service and utilizing advanced cleaning with our partnership with Lysol, however we no longer put a tape on the guest room doors or meeting rooms.
- Masks are required in elevators, with a maximum of 6 passengers.
- Room service has been replaced with Cafe Kula “Knock and Drop,” with service for breakfast and dinner only.
- Buffets are all one-sided, with staff serving the guests. When possible, we are providing individual containers of items, so there is no intermingling of guest contact.
CUES is committed to providing a clean and safe experience when attending meetings and events. We prioritize the safety and social wellbeing of all attendees, guests, sponsors, speakers, and staff. We continue to monitor guidance from the Centers for Disease Control and Prevention (CDC) and state and local governments for regulations and guidelines.
CUES staff will continue to monitor the situation leading up to and at the event and communicate any possible situation with the attendees. As part of our on-site planning, CUES staff will meet with the hotel’s emergency operation and planning teams to ensure all staff are prepared for any situation that may arise. We have also implemented the following safety measures for all our meetings:
- Number of attendees: We will cap our registration numbers to assure appropriate physical distancing standards can be met and maintained throughout the event.
- Physical space: The meeting room will be set with ample physical space between each attendee, adhering to physical distancing standards. Networking opportunities will include indoor and outdoor spaces to allow for physical distancing.
- Masks: Masks will be required while indoors. CUES will provide masks for those that do not have one. If you are unable to wear a mask during this in-person event, we recommend you participate in our digital learning opportunities.
- Sanitation stations: We will have hand sanitizer stations throughout the meeting spaces for attendees.
- No contact greetings: We recommend waves and elbow bumps.
- Event scheduled food and beverage: CUES will work with the hotel to create a safe eating experience for all.
We do not yet know what the state of safety measures will be when our conferences take place. As the situation changes, we will continue to review and modify these precautions, up to and including elimination of some safety measures.
If you have any questions, please contact the CUES Events team at events@cues.org.
Your registration includes:
- 16.5 hours of educational sessions and all their materials
- A welcome reception on Sunday for attendees and their guest
- Breakfast and refreshment breaks on Monday, Tuesday, Wednesday and Thursday
You can find your information sheet here soon! It will contain everything you need to know about attend this event, including:
- Where to stay
- What airport to fly into, and other transportation information
- When to arrive
- What to pack
- Spouse/guest information, if applicable
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.
Yes! This conference meets the following standards:
- CPE credits earned: up to 16
- Program Level: Overview
- Delivery Method: Group-Live
- Advanced Preparation: No advance preparation is required
- Prerequisites: Not required for this program
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.
CUES Symposium is for CEO and board chair pairs; your team must attend this event together, so be sure to register them at the same time.
Your vice chair may attend CUES Symposium with the CEO and board chair for succession planning purposes, or if the board chair is unable to attend.
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.
Plan on resort casual attire. We suggest you bring a sweater or jacket along in case you find the meeting room temperature chilly.
CUES is working hard to host Symposium safely for our attendees, guests, sponsors and staff. We are in close contact with our hotel partners to work through and follow any and all Hawaiian state protocols that will be in place during our time in Maui. For more information about the safety protocols currently in place, head to the "Safety" tab.
CUES Symposium is currently sold out. If you would like to be added to the waitlist, please register today and await further instruction.
Transform your top team into a dynamic duo.
CUES Symposium is a unique conference that fortifies the partnership between your credit union’s CEO and board chair. By attending together, the pair shares learning experiences and team-building opportunities, resulting in a powerful team that works well together, ultimately strengthening and advancing your credit union.
This specialized event is highly interactive, providing opportunities for your CEO and chair to collaborate, share ideas, problem solve, and develop plans ready to take home and implement immediately.
Synergy is vital at the top. Register today!
CEOs and board chairs must attend CUES Symposium together, so please register at the same time. If your board chair is unable to attend, you may bring your vice chair.
The registration fee above is pairs pricing for your CEO and board chair. Additional registrants are $1,975 for CUES Members and $2,975 for non-members.
CUES Symposium focuses on leadership, strategy and governance.
Subscribe to receive updates on CUES Symposium and related content.
Why the CEO and Board Chair Should Attend CUES Symposium
Your team will:
- Come away working together as true partners, which will benefit your credit union for years to come
- Work to develop plans which are set to go, ready to take home and implement immediately
- Enjoy a bucket-list location, designed to help them get away from the day-to-day and focus on team building
- Learn from world-class speakers and educators both in- and outside the CU movement for a full cross industry perspective
- Follow a flexible agenda that allows time for networking with like-minded CUs and island exploration
Thank You to Our Sponsors
Platinum Sponsors
|
|
|
|
|
|
Gold Sponsors
|
|
|
|
|
Silver Sponsors
|
|
|
|
|
|
|
|
|
Sponsorship Opportunities
Putting your organization in front of the credit union movement’s top executives and directors will accelerate your sales performance. Explore all CUES’ sponsorship opportunities today.
CUES Conference Information Desk
4:30 – 6:00 p.m.
Symposium Welcome Reception
4:30 – 6:00 p.m.
Breakfast Buffet
7:00 – 8:00 a.m.
Welcome to Symposium
8:00 – 8:15 a.m.
General Session
8:15 – 10:00 a.m.
Leadership, Alignment, and Change
Sean Martin, Donald and Lauren Morel Associate Professor of Business Administration, Darden School of Business, University of Virginia
In this highly interactive workshop, we will discuss a business case of an executive in the midst of an organizational change. We will draw out what his experiences suggest about effective leadership, organizational alignment and change. We will also workshop these themes with peers and partners and apply the insights from our discussions to our own organizations.
Networking Break
10:00 – 10:20 a.m.
General Session Continues
10:20 a.m. – 12:00 p.m.
Lunch
On your own
Afternoon Optional Event
(separate registration required)
Breakfast Buffet
7:00 – 8:00 a.m.
Breakout Sessions
8:00 – 9:30 a.m.
Smart Collaboration
Heidi Gardner, Distinguished Fellow at Harvard Law School’s Center on the Legal Profession
Our goal for this interactive session is to spark a discussion and provide practical approaches to help Board Chairs and credit union executives work together most productively to achieve their organization’s strategic goals. We will introduce the business and talent case for enhancing Smart Collaboration within the boardroom, between the board and the executives, and across various organizational silos that exist within the credit unions.
Our empirical research over the last decade at Harvard demonstrates that organizations engaging in Smart Collaboration generate higher revenues and profits, provide better customer satisfaction, and can attract, retain and engage their talent. Each participant will have access to the Smart Collaboration Accelerator, which is a pioneering, research-based psychometric tool. The workshops will help people understand how to use their behavioral tendencies to enhance collaboration and help their credit union reap the associated benefits.
The Agile Dashboard
Joe Perfetti, Lecturer, Department of Finance, University of Maryland College Park
You can’t drive a car looking in the rear-view mirror. Traditional metrics are backward looking. They keep score. What did you do last month, last quarter and last year? Companies need to keep score to assess performance: growth, margin, return on equity, and total shareholder return are common metrics. In the age of agile, companies need to increasingly start putting forward looking and predictive metrics on their dashboards.
Leaders must also make decisions more quickly with incomplete information as decisions increasingly become more complex. This session will provide frameworks to identify the type of decision that needs to be made and provide tools to make decisions with less than 90% certainty.
Riffing on Credit Union Transformation
Steve Williams, President and Partner, Cornerstone Advisors
Credit Unions are facing a more intense and diverse set of competitors in what some call “the technology decade of banking.” As leadership teams witness big bank dominance, fintech disruption and big tech encroachment, they also face new strategic imperatives to transform their organizations. In this session, Steve Williams of Cornerstone Advisors will take CEOs and Chairs through an interactive tour of credit union transformation from the front lines of institutions. Using best practice industry case studies and real-world sharing from attendees, Williams will dig into key areas such as digital delivery, analytics AI, payments, marketing, and the transformation of lending. Attendees will interactively create their Now, Next, Future Transformation Road Map to spur constructive dialogue between the governance and operational leaders of the organization. Importantly, attendees will get to hear from peers regarding key successes and struggles on the journey of competitive transformation. Finally, Williams will provide a framework for the agile leadership team, organization, and culture that credit unions will need to successfully execute on transformation in the decade ahead.
Networking Break
9:30 – 9:45 a.m.
Breakout Sessions Continue
9:45 – 11:00 a.m.
Travel Time
11:00 – 11:05 a.m.
Open Forum/Round Table Sessions
11:05 a.m. – 12:00 p.m.
Lunch
On your own
Optional Event: Golf Tournament
1:00 p.m. shotgun start
(separate registration required, lunch included)
Breakfast Buffet
7:00 – 8:00 a.m.
Breakout Sessions
8:00 – 9:30 a.m.
Riffing on Credit Union Transformation
Steve Williams, President and Partner, Cornerstone Advisors
Credit Unions are facing a more intense and diverse set of competitors in what some call “the technology decade of banking.” As leadership teams witness big bank dominance, fintech disruption and big tech encroachment, they also face new strategic imperatives to transform their organizations. In this session, Steve Williams of Cornerstone Advisors will take CEOs and Chairs through an interactive tour of credit union transformation from the front lines of institutions. Using best practice industry case studies and real-world sharing from attendees, Williams will dig into key areas such as digital delivery, analytics AI, payments, marketing, and the transformation of lending. Attendees will interactively create their Now, Next, Future Transformation Road Map to spur constructive dialogue between the governance and operational leaders of the organization. Importantly, attendees will get to hear from peers regarding key successes and struggles on the journey of competitive transformation. Finally, Williams will provide a framework for the agile leadership team, organization, and culture that credit unions will need to successfully execute on transformation in the decade ahead.
Smart Collaboration
Heidi Gardner, Distinguished Fellow at Harvard Law School’s Center on the Legal Profession
Our goal for this interactive session is to spark a discussion and provide practical approaches to help Board Chairs and credit union executives work together most productively to achieve their organization’s strategic goals. We will introduce the business and talent case for enhancing Smart Collaboration within the boardroom, between the board and the executives, and across various organizational silos that exist within the credit unions.
Our empirical research over the last decade at Harvard demonstrates that organizations engaging in Smart Collaboration generate higher revenues and profits, provide better customer satisfaction, and can attract, retain and engage their talent. Each participant will have access to the Smart Collaboration Accelerator, which is a pioneering, research-based psychometric tool. The workshops will help people understand how to use their behavioral tendencies to enhance collaboration and help their credit union reap the associated benefits.
The Agile Dashboard
Joe Perfetti, Lecturer, Department of Finance, University of Maryland, College Park
You can’t drive a car looking in the rear-view mirror. Traditional metrics are backward looking. They keep score. What did you do last month, last quarter and last year? Companies need to keep score to assess performance: growth, margin, return on equity, and total shareholder return are common metrics. In the age of agile, companies need to increasingly start putting forward looking and predictive metrics on their dashboards.
Leaders must also make decisions more quickly with incomplete information as decisions increasingly become more complex. This session will provide frameworks to identify the type of decision that needs to be made and provide tools to make decisions with less than 90% certainty.
Networking Break
9:30 – 9:45 a.m.
Breakout Sessions Continue
9:45 – 11:00 a.m.
Open Forum/Round Table Sessions
11:05 a.m. – 12:00 p.m.
Travel Time
11:00 – 11:05 a.m.
Open Forum/Round Table Sessions
11:05 a.m. – 12:00 p.m.
Lunch
On your own
Optional Event
12:30 – 4:15 p.m.
(separate registration required)
Breakfast Buffet
7:00 – 8:00 a.m.
Breakout Sessions
8:00 – 9:30 a.m.
The Agile Dashboard
Joe Perfetti, Lecturer, Department of Finance, University of Maryland, College Park
You can’t drive a car looking in the rear-view mirror. Traditional metrics are backward looking. They keep score. What did you do last month, last quarter and last year? Companies need to keep score to assess performance: growth, margin, return on equity, and total shareholder return are common metrics. In the age of agile, companies need to increasingly start putting forward looking and predictive metrics on their dashboards.
Leaders must also make decisions more quickly with incomplete information as decisions increasingly become more complex. This session will provide frameworks to identify the type of decision that needs to be made and provide tools to make decisions with less than 90% certainty.
Riffing on Credit Union Transformation
Steve Williams, President and Partner, Cornerstone Advisors
Credit Unions are facing a more intense and diverse set of competitors in what some call “the technology decade of banking.” As leadership teams witness big bank dominance, fintech disruption and big tech encroachment, they also face new strategic imperatives to transform their organizations. In this session, Steve Williams of Cornerstone Advisors will take CEOs and Chairs through an interactive tour of credit union transformation from the front lines of institutions. Using best practice industry case studies and real-world sharing from attendees, Williams will dig into key areas such as digital delivery, analytics AI, payments, marketing, and the transformation of lending. Attendees will interactively create their Now, Next, Future Transformation Road Map to spur constructive dialogue between the governance and operational leaders of the organization. Importantly, attendees will get to hear from peers regarding key successes and struggles on the journey of competitive transformation. Finally, Williams will provide a framework for the agile leadership team, organization, and culture that credit unions will need to successfully execute on transformation in the decade ahead.
Smart Collaboration
Heidi Gardner, Distinguished Fellow at Harvard Law School’s Center on the Legal Profession
Our goal for this interactive session is to spark a discussion and provide practical approaches to help Board Chairs and credit union executives work together most productively to achieve their organization’s strategic goals. We will introduce the business and talent case for enhancing Smart Collaboration within the boardroom, between the board and the executives, and across various organizational silos that exist within the credit unions.
Our empirical research over the last decade at Harvard demonstrates that organizations engaging in Smart Collaboration generate higher revenues and profits, provide better customer satisfaction, and can attract, retain and engage their talent. Each participant will have access to the Smart Collaboration Accelerator, which is a pioneering, research-based psychometric tool. The workshops will help people understand how to use their behavioral tendencies to enhance collaboration and help their credit union reap the associated benefits.
Networking Break
9:30 – 9:45 a.m.
Breakout Sessions Continue
9:45 – 11:00 a.m.
CUES Symposium Concludes
11:00 a.m.
The Grand Wailea, a Waldorf Astoria Resort has limited availability. If you would like to be put on a list for more information about our overflow hotel, please email events@cues.org.
Grand Wailea, a Waldorf Astoria Resort
3850 Wailea Alanui Drive
Wailea, HI 96753
808.875.1234
The CUES discounted rates at the Grand Wailea are as follows:
Terrace: $365/night
Deluxe Garden: $375/night
Ocean View: $415/night
Deluxe Ocean: $699/night
Rates are based on single or double occupancy and are subject to applicable taxes. These special rates are available for reservations beginning up to 3 days before and 3 days after the conference dates, as room availability permits.
Reservations can be made prior to Monday, January 3, 2022, online by clicking here or by calling the reservations call center at 800.888.6100. Be sure to mention that you are attending a conference with CUES to receive the group rate. Room rates and availability are not guaranteed, so early reservations are recommended.
The hotel offers great amenities, discounted rates and the best networking opportunities available. Staying within CUES’ room block will help keep registration prices down. The hotel will accept reservations after January 3, 2022, based on availability; however, the discounted rooms may be gone and the room rate may increase prior to this date so early reservations are recommended.
When reservations are made, the hotel will require a deposit equal to the room rate and tax for the first and last night for each reservation. An individual’s deposit is refundable to that individual if the resort received notice of an individual’s cancellation at least thirty (30) days prior to scheduled arrival.
Check-in time is 4:00 p.m. and check-out time is 11:00 a.m.
*Remember that all hotel arrangements are strictly between you and the hotel. In the event your flight is canceled, you are responsible for calling to cancel your room reservation.
In addition to the room rate, there will be a daily resort charge of $15.00 per room, per night, plus tax that will be posted to each guest room and includes the following:
- Guest Wi-Fi Internet Access
- Two refillable bottles of PATH water per room upon arrival water stations throughout property
- Access to Fitness Center reservation required
- Admission to twice-daily SCUBA clinics and daily snorkel lesson based on availability, signup required
- Use of Beach Cruiser Bikes based on availability
- Participation in complimentary hula and ukulele lessons
- Participation in beach yoga class
- Beach umbrellas and chairs for use on Wailea Beach based on availability
- A one-time 45-minute photography session advanced reservations required
- Unlimited local, toll-free, and credit card calls
Resort fee inclusions are subject to change. Learn more about your Grand Wailea experience here.
Porterage is a mandatory guest charge and is applicable to each guest occupying a room, regardless of age. The porterage fee is $14.50 per person, per room for check-in and check-out service. Room attendant charge is mandatory and will be applicable to each room. The room attendant change is $3.00 per room, per day.
U.S.-based CUES conference participants may call Fox World Travel for airfare reservations at 888-230-8833 (toll free) or 800-373-9643 (after business hours) and reference CUES.
Please note that a ticket processing fee of $37 domestic or $46 international will be added. CUES does not offer a discounted rate, but Fox World Travel will ensure the best pricing available for U.S. residents.
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).
Optional Events
Tuesday, February 8
Golf Tournament
Wailea Golf Club, Emerald Course
1:00 p.m. shotgun start
$330 per person
Join us for a fun afternoon on the Emerald Course at the Wailea Golf Club. With its fabulous ocean backdrop, this 18-hole, par-72 course is spectacularly beautiful and fascinating to play.
The registration fee of $330 includes golf, transportation, cart rental, lunch, and prizes. Club rentals are available for $75. Log in to register or email cues@cues.org for assistance.
Updated: September 30, 2021
CUES is working hard to host Symposium safely for our attendees, guests, sponsors and staff. We are in close contact with our hotel partners to work through and follow any and all Hawaiian state protocols that will be in place during our time in Maui.
CUES staff will continue to monitor the situation leading up to and at the event and communicate any possible situation with attendees.
The state of Hawaii is taking the following precautions to help prevent the spread of COVID-19:
- Mandatory Travel and Health form for all visitors
- Temperature screening at all airports upon arrival
- Pre-travel testing program or a vaccination exception program
You can see a list of Frequently Asked Questions here.
Follow these resources to see what criteria the Grand Wailea Resort Hotel & Spa has in place:
Information from the Grand Wailea Resort Hotel & Spa for CUES Guests
- Currently, all guests are required to wear masks indoors in restaurants and shops. Our restaurants and fitness center are at 50% capacity.
- Once guests are seated at a restaurant, they may remove their masks, but must wear them when they leave or stand up to use a restroom.
- Guests are not required to wear masks outdoors; hotel staff and managers will continue to wear masks outdoors.
- Hand sanitizing stations are located throughout the resort.
- All staff gets temperature checked upon entry to the hotel.
- Housekeeping is providing daily service and utilizing advanced cleaning with our partnership with Lysol, however we no longer put a tape on the guest room doors or meeting rooms.
- Masks are required in elevators, with a maximum of 6 passengers.
- Room service has been replaced with Cafe Kula “Knock and Drop,” with service for breakfast and dinner only.
- Buffets are all one-sided, with staff serving the guests. When possible, we are providing individual containers of items, so there is no intermingling of guest contact.
CUES is committed to providing a clean and safe experience when attending meetings and events. We prioritize the safety and social wellbeing of all attendees, guests, sponsors, speakers, and staff. We continue to monitor guidance from the Centers for Disease Control and Prevention (CDC) and state and local governments for regulations and guidelines.
CUES staff will continue to monitor the situation leading up to and at the event and communicate any possible situation with the attendees. As part of our on-site planning, CUES staff will meet with the hotel’s emergency operation and planning teams to ensure all staff are prepared for any situation that may arise. We have also implemented the following safety measures for all our meetings:
- Number of attendees: We will cap our registration numbers to assure appropriate physical distancing standards can be met and maintained throughout the event.
- Physical space: The meeting room will be set with ample physical space between each attendee, adhering to physical distancing standards. Networking opportunities will include indoor and outdoor spaces to allow for physical distancing.
- Masks: Masks will be required while indoors. CUES will provide masks for those that do not have one. If you are unable to wear a mask during this in-person event, we recommend you participate in our digital learning opportunities.
- Sanitation stations: We will have hand sanitizer stations throughout the meeting spaces for attendees.
- No contact greetings: We recommend waves and elbow bumps.
- Event scheduled food and beverage: CUES will work with the hotel to create a safe eating experience for all.
We do not yet know what the state of safety measures will be when our conferences take place. As the situation changes, we will continue to review and modify these precautions, up to and including elimination of some safety measures.
If you have any questions, please contact the CUES Events team at events@cues.org.
Your registration includes:
- 16.5 hours of educational sessions and all their materials
- A welcome reception on Sunday for attendees and their guest
- Breakfast and refreshment breaks on Monday, Tuesday, Wednesday and Thursday
You can find your information sheet here soon! It will contain everything you need to know about attend this event, including:
- Where to stay
- What airport to fly into, and other transportation information
- When to arrive
- What to pack
- Spouse/guest information, if applicable
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.
Yes! This conference meets the following standards:
- CPE credits earned: up to 16
- Program Level: Overview
- Delivery Method: Group-Live
- Advanced Preparation: No advance preparation is required
- Prerequisites: Not required for this program
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.
CUES Symposium is for CEO and board chair pairs; your team must attend this event together, so be sure to register them at the same time.
Your vice chair may attend CUES Symposium with the CEO and board chair for succession planning purposes, or if the board chair is unable to attend.
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.
Plan on resort casual attire. We suggest you bring a sweater or jacket along in case you find the meeting room temperature chilly.