CUES Symposium

Optional Event: Deep Sea Sport Fishing

7:00 a.m – 1:00 p.m.

Separate registration required.

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.

Why Motivating People Doesn’t Work… and What Does
Susan Fowler, Professor, Executive Leadership Program, University of San Diego, Best-Selling Author

Stop trying to motivate people! Motivating people doesn’t work because people are already motivated—but, often in detrimental ways. What matters most is the reason people are motivated. 

Based on cutting edge research that explains the true nature of human motivation, Susan poses a dramatic idea—motivation is a skill. Exciting new science provides the understanding for how motivation can be taught, learned, and nurtured as a skill. 

In her presentation, Susan will teach you how to activate optimal motivation for yourself and with others. She asks you to consider how embracing this compelling paradigm of motivation can transform the quality of people’s work—and life—experience.

Susan reveals best practices for increasing productivity and work passion. Her Optimal Motivation approach provides a field-tested framework and process for helping people discover how their jobs can satisfy the psychological needs—for autonomy, relatedness, and competence—that lead to meaningful and sustainable motivation. 
 

Networking Break

10:00 – 10:20 a.m.

General Session continues

10:20 a.m. – 12:00 p.m.

Lunch is on your own – or join us for an optional event!

12:00 p.m.

Optional Events: Waikoloa Whale Watching Cruise and Kona Whale Watching Cruise

Sponsored by: 

Afternoon

Kona Whale Watching Cruise
Sponsored by:

2:15-8:00 p.m.

Separate registration required.

Breakfast Buffet

7:00 – 8:00 a.m.

Breakout Sessions

8:00 – 9:30 a.m.

Becoming a Values-Based Leader
Harry Kraemer, Kellogg School of Management Professor, former CEO of Baxter, Best-Selling Author

Sometimes "doing the right thing" while also delivering lasting results is difficult for leaders to achieve. Values-based leaders are needed more than ever in today's economic and political environment. 

In a dynamic session that draws on Professor Kraemer's global experience as the chairman and CEO of Baxter International, and a professor at Northwestern University's Kellogg School of Management, participants will learn the importance of Four Key Principles (self-reflection, balance, true self-confidence, and genuine humility) in the actions and decisions they make as a leader of their organization.

Negotiations and Influence: The Art of Working with People and Getting Things Done
Holly Schroth, Senior Lecturer, Haas School of Business, University of California Berkeley

On the job and in our personal lives, we all need a broad array of negotiation skills to get our solutions accepted and implemented. 

Using a simulated negotiation exercise, you’ll be introduced to a toolbox of negotiation skills, and learn how to negotiate more effectively in both collaborative and competitive situations. In the process, you’ll explore your negotiation style, gain a greater appreciation for the importance of planning and preparation, and learn to develop stronger working relationships. 

You’ll head home with greater confidence in your ability to negotiate with anyone, anywhere!
 

Conversational Capacity: The Secret to Building Successful Teams That Perform When The Pressure Is On
Craig Weber,  Best-Selling Author

Conversational capacity refers to a team’s ability to engage in open, balanced, nondefensive dialogue about difficult subjects and in challenging circumstances. 

A team with high conversational capacity can perform well, remaining on track even when dealing with their most troublesome issues. A team lacking that capacity, by contrast, can see their performance derail over a minor disagreement. This capacity isn’t just another aspect of effective teamwork – it defines it. 

As our world grows more complex and less predictable, the ability to work together effectively under pressure is a pivotal competence that separates those who struggle from those who succeed. The more challenging the situation we’re facing, the higher the conversational capacity we need to deal with it well.

Drawing on respected research in leadership studies, business management, psychology, and neuroscience, the Conversational Capacity Workshop will show you how to build healthier, more adaptive teams and working relationships. Highly practical, these ideas have been tested and refined in a host of tough organizational settings. The bottom line? They work.

Craig will help you develop skills to help your teams, departments, projects, or institution work smarter, faster, and together under pressure. He’ll show you how to foster responsibly rigorous teamwork, characterized by less strife and more collaboration; less rigidity and more dexterity; less defensiveness and more learning; and less frustration and more fun.
 

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.

The Intelligent Survivor: Advance Member Experience While Cutting Costs
Jesse McGannon, Vice President, SRM

In the digital age, the key to survival for the modern credit union is to engage in more efficient, wide-reaching, scale-able technologies, all while enhancing member experience. The number of potential use cases for intelligent automation, meanwhile, has exploded, with scores of applications that cut costs, raise efficiency, and erase errors. In this presentation, sharpen your knowledge on how smarter automations such as AI, RPA, OCR, and machine learning are changing financial services today, and where they are already changing the workforce of tomorrow. Attendees will hear anecdotes about use cases, their outcomes, and specific tips for a smarter journey to survive and thrive into the future.

The Impact of Talent Development on Your Organizational Climate 
Jennifer Stangl, Director of Professional Development, CUES

Is talent development receiving the attention it needs based on the impact it can have on your organizational performance and member experience? During this session, we will review and discuss the impact talent development can have on your organizational climate affecting your credit union’s ability to be innovative and change ready.
 

Lunch is on your own – or join us for an optional event or the golf tournament!

12:00 p.m.

Optional Events: Golf Tournament at Mauna Lani Resort, South Course

1:00 p.m.

Separate registration required.

Breakfast Buffet

7:00 – 8:00 a.m.

Breakout Sessions

8:00 – 9:30 a.m.

Becoming a Values-Based Leader
Harry Kraemer, Kellogg School of Management Professor, former CEO of Baxter, Best-Selling Author

Sometimes "doing the right thing" while also delivering lasting results is difficult for leaders to achieve. Values-based leaders are needed more than ever in today's economic and political environment. 

In a dynamic session that draws on Professor Kraemer's global experience as the chairman and CEO of Baxter International, and a professor at Northwestern University's Kellogg School of Management, participants will learn the importance of Four Key Principles (self-reflection, balance, true self-confidence, and genuine humility) in the actions and decisions they make as a leader of their organization.

Negotiations and Influence: The Art of Working with People and Getting Things Done
Holly Schroth, Senior Lecturer, Haas School of Business, University of California Berkeley

On the job and in our personal lives, we all need a broad array of negotiation skills to get our solutions accepted and implemented. 

Using a simulated negotiation exercise, you’ll be introduced to a toolbox of negotiation skills, and learn how to negotiate more effectively in both collaborative and competitive situations. In the process, you’ll explore your negotiation style, gain a greater appreciation for the importance of planning and preparation, and learn to develop stronger working relationships. 

You’ll head home with greater confidence in your ability to negotiate with anyone, anywhere!
 

Conversational Capacity: The Secret to Building Successful Teams That Perform When The Pressure Is On
Craig Weber,  Best-Selling Author

Conversational capacity refers to a team’s ability to engage in open, balanced, nondefensive dialogue about difficult subjects and in challenging circumstances. 

A team with high conversational capacity can perform well, remaining on track even when dealing with their most troublesome issues. A team lacking that capacity, by contrast, can see their performance derail over a minor disagreement. This capacity isn’t just another aspect of effective teamwork – it defines it. 

As our world grows more complex and less predictable, the ability to work together effectively under pressure is a pivotal competence that separates those who struggle from those who succeed. The more challenging the situation we’re facing, the higher the conversational capacity we need to deal with it well.

Drawing on respected research in leadership studies, business management, psychology, and neuroscience, the Conversational Capacity Workshop will show you how to build healthier, more adaptive teams and working relationships. Highly practical, these ideas have been tested and refined in a host of tough organizational settings. The bottom line? They work.

Craig will help you develop skills to help your teams, departments, projects, or institution work smarter, faster, and together under pressure. He’ll show you how to foster responsibly rigorous teamwork, characterized by less strife and more collaboration; less rigidity and more dexterity; less defensiveness and more learning; and less frustration and more fun.
 

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.

The State of Credit Union Governance 2020
Matt Fullbrook, Manager, Clarkson Centre for Board Effectiveness, Rotman School of Management, University of Toronto

The business of credit unions, and of financial services in general, is changing at an unprecedented pace. As a result, good governance is a moving target at best. 

The State of Credit Union Governance 2020 is new study of credit union boards–a snapshot that helps us understand the current state of affairs. 

In this session, we’ll discuss study’s findings, and discuss governance themes that matter most to you, including: 

• Who sits on credit union boards? 
• How are they spending their time? 
• What is the role of the board chair? 
• Are there opportunities for boards and CEOs to work better together? 

Leveraging Data to Find and Retain Your Best Members
Sal Guariano, Chief Revenue Officer and Senior Vice President, Experian
Sue Schroeder, Senior Director, Insights & Marketing, Experian

The search for growth in 2020 and beyond continues for credit unions across all asset sizes and geographies. Field-of-membership expansion, mergers, bank branch acquisitions, new products and services are some of the strategies credit unions are deploying. Competition continues to ramp up with national banks, regional banks and online lenders.

At the heart of future growth is the member. Do you know your best member segments? Does your board and leadership team know their present needs, communication preferences? Do you know what offers your competitors are sending to them? This session will discuss current credit union trends, member segments and how to utilize additional data to grow your member base and help retain existing members.   

Takeaways include: 

• Current credit union trends
• Identify how to describe, find and reach more of your best members 
• Access the 2020 Best Member analytics packet, designed for CUES members

Lunch is on your own – or join us for an optional event!

12:00 p.m.

Optional Events: Waikoloa Whale Watching Cruise

Sponsored by: 

Afternoon

Separate registration required.

Breakfast Buffet

7:00 – 8:00 a.m.

Breakout Sessions

8:00 – 9:30 a.m.

Becoming a Values-Based Leader
Harry Kraemer, Kellogg School of Management Professor, former CEO of Baxter, Best-Selling Author

Sometimes "doing the right thing" while also delivering lasting results is difficult for leaders to achieve. Values-based leaders are needed more than ever in today's economic and political environment. 

In a dynamic session that draws on Professor Kraemer's global experience as the chairman and CEO of Baxter International, and a professor at Northwestern University's Kellogg School of Management, participants will learn the importance of Four Key Principles (self-reflection, balance, true self-confidence, and genuine humility) in the actions and decisions they make as a leader of their organization.

Negotiations and Influence: The Art of Working with People and Getting Things Done
Holly Schroth, Senior Lecturer, Haas School of Business, University of California Berkeley

On the job and in our personal lives, we all need a broad array of negotiation skills to get our solutions accepted and implemented. 

Using a simulated negotiation exercise, you’ll be introduced to a toolbox of negotiation skills, and learn how to negotiate more effectively in both collaborative and competitive situations. In the process, you’ll explore your negotiation style, gain a greater appreciation for the importance of planning and preparation, and learn to develop stronger working relationships. 

You’ll head home with greater confidence in your ability to negotiate with anyone, anywhere!
 

Conversational Capacity: The Secret to Building Successful Teams That Perform When The Pressure Is On
Craig Weber,  Best-Selling Author

Conversational capacity refers to a team’s ability to engage in open, balanced, nondefensive dialogue about difficult subjects and in challenging circumstances. 

A team with high conversational capacity can perform well, remaining on track even when dealing with their most troublesome issues. A team lacking that capacity, by contrast, can see their performance derail over a minor disagreement. This capacity isn’t just another aspect of effective teamwork – it defines it. 

As our world grows more complex and less predictable, the ability to work together effectively under pressure is a pivotal competence that separates those who struggle from those who succeed. The more challenging the situation we’re facing, the higher the conversational capacity we need to deal with it well.

Drawing on respected research in leadership studies, business management, psychology, and neuroscience, the Conversational Capacity Workshop will show you how to build healthier, more adaptive teams and working relationships. Highly practical, these ideas have been tested and refined in a host of tough organizational settings. The bottom line? They work.

Craig will help you develop skills to help your teams, departments, projects, or institution work smarter, faster, and together under pressure. He’ll show you how to foster responsibly rigorous teamwork, characterized by less strife and more collaboration; less rigidity and more dexterity; less defensiveness and more learning; and less frustration and more fun.
 

Networking Break

9:30 – 9:45 a.m.

Breakout Sessions continue

9:45 – 11:00 a.m.

CUES Symposium Concludes – safe travels home!

11:00 a.m.

Deep Sea Sport Fishing

6:45 a.m.–2:00 p.m.
$450/person U.S.
$575/person Can

Join the captain and crew for the finest sport fishing adventure in Hawai‛i!

The Big Island offers world-class fishing—you’ll find these waters have it all, from small fish ideal for light tackle, to big game trophy fish. There is always at least one gamefish in season, including Pacific blue marlin, striped marlin, Pacific shortnose spearfish, ahi (yellowfin tuna), skipjack, mackerel tuna, mahi mahi (dolphin fish), and ono.
 
Things to note:

• Did you know bananas are considered bad luck on boats? As such, no bananas will be allowed on board.
• Any fish caught over 100 pounds will stay with the boat and not be cut. Any fish under 100 pounds will be cut and split 50/50 with a maximum of 50 pounds leaving the boat.

Includes a box lunch and refreshments.

Waikoloa Whale Watching Cruise

Sponsored by:

12:30–4:15 p.m.
$295/person U.S.
$375/person Can

We’ll start this journey from the heart of the National Marine Sanctuary, giving you the opportunity to enjoy a cruise along the famous Kohala Coast, taking in the beautiful mountain views while searching for the playful humpback whales.

These winter visitors migrate 3,500 miles from Alaska, where they spend the summer months feeding, to the warm waters of Hawaii where they mate and have their calves. You’ll encounter the humpback whales and experience their amazing behavior firsthand.

Things to note:

• We’re sorry, but the boats on the Waikoloa whale watching cruise are not ADA accessible. Please consider the Kona Whale Watching Cruise as an alternative if you need these accommodations.

Includes a buffet lunch and an assortment of beverages.

*Waikoloa Whale Watching Cruise is also available on Wednesday, February 12, 2020

Kona Whale Watching Cruise
Sponsored by:

2:15–8:00 p.m.
$295/person U.S.
$375/person Can

Each year between December and April, more than 8,000 humpback whales journey to Hawaii to breed, calf, and nurse their young. Join us for this rare opportunity to experience this phenomenon firsthand!

On board, you can hear humpback whales singing using underwater hydrophones, and you may even spot spinner dolphins, pilot and sperm whales, manta rays, sea turtles, and more.

Guests will journey 12 miles down the Kona Coast to Captain Cook’s monument while a local historian points out over 50 points of interest and historic sites. Discover Hawaii’s rich history on this one-of-a-kind dinner cruise. Upon arriving in Kealakekua Bay, a Hawaiian-style buffet dinner is served. Listen to live entertainment and watch a gorgeous, tropical sunset on the way back.

Things to note:

• The Kona whale watching cruise is 100% wheelchair accessible. There is a customized loading ramp and a wheelchair accessible restroom.
• Don’t forget your camera! You’ll have many excellent photo opportunities.
   

Includes appetizers, a dinner buffet, and assorted beverages.

Golf Tournament at Mauna Lani Resort, South Course

1:00 p.m. shotgun start
$295/person U.S.
$375/person Can

Join us for a one-day golf tournament on the South Course of the Mauna Lani Resort, which offers spectacular mountain and ocean views.

The par-72, 18-hole course is carved through the rugged a'a lava of the prehistoric Kaniku lava flow, and features holes near the coastline. You don’t want to miss seeing the signature 15th  hole, which is one of the most photographed over-the-water golf course holes in the world.

Your registration fee includes golf, transportation, cart rental, lunch, and prizes. Club rentals are available for $75 U.S., $95 Can.

Learn more about the course.

Waikoloa Whale Watching Cruise

Sponsored by:

12:30–4:15 p.m.
$295/person U.S.
$375/person Can

We’ll start this journey from the heart of the National Marine Sanctuary, giving you the opportunity to enjoy a cruise along the famous Kohala Coast, taking in the beautiful mountain views while searching for the playful humpback whales.

These winter visitors migrate 3,500 miles from Alaska, where they spend the summer months feeding, to the warm waters of Hawaii where they mate and have their calves. You’ll encounter the humpback whales and experience their amazing behavior firsthand.

Things to note:

• We’re sorry, but the boats on the Waikoloa whale watching cruise are not ADA accessible. Please consider the Kona Whale Watching Cruise as an alternative if you need these accommodations.
   

Includes a buffet lunch and an assortment of beverages.

Also available on Monday, February 10, 2020.

We offer a companion meal program which includes breakfast Monday through Thursday for $295 USD, $375 CAD.

Your registration includes:

• All educational sessions and materials
• A welcome reception on Sunday for attendees and their guest
• Breakfast and refreshment breaks on Monday, Tuesday, Wednesday and Thursday

We're working on an information sheet, which we'll post here for you soon. It will contain everything you need to know about attending 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.