CUES Symposium

Symposium Welcome Reception

4:00 – 5:30 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. 

The Competitive Advantage of Social Capital and Organizational Network Analysis
John Burrows, Senior Lecturer at the University of Chicago’s Harris School of Public Policy and an Associate Fellow at Oxford University’s Saïd Business School

Senior executives across industries and functions face a world in turmoil. The shift to less hierarchical organizations has triggered a movement away from vertical command chains to horizontal lines of cooperation. At the same, time the rise of technology-enabled social media and sharing economy firms (e.g., Uber and Airbnb) have upended our traditional thinking about social influence, trust and reputation, all of which are essential in high-touch businesses. Influence, trust and reputation are now best understood not as being inherent in traditional institutions and brands, nor as being entirely psychological phenomena, but as being grounded in the social and organizational networks around us.

Living in a world of distributed trust has implications that must be understood if we are to craft actionable strategies for ourselves as leaders and for the complex organizations we manage. This session will provide you with a better grasp of social network concepts, which will help you navigate the world of influence and distributed trust. You will discover what it means to have social capital, and how having it is linked to growing the top line and bottom line via increased resource utilization efficiencies. You will also learn how the concept of social capital allows you to make sense of a world in which influence and trust are not built via institutions and brands but earned and awarded by others. 

Key Takeaways:

• Better understand the concept of social capital and how to acquire and leverage it
• Build awareness of how influence, trust and reputation have evolved from residing in institutions to being diffused across networks
• Improve your ability to identify initiatives that create value within and across organizations, mobilize resources around these opportunities, and deliver successful outcomes
   

Networking Break

10:00 – 10:20 a.m.
 

General Session Continues

10:20 a.m. – 12:00 p.m.

Lunch                
On your own

Breakfast Buffet

7:00 – 8:00 a.m.
 

Breakout Sessions

8:00 – 9:30 a.m. 

The Art and Science of Influence and Negotiations
Michelle Duguid, Associate Professor & Associate Dean of Diversity, Inclusion, and Belonging, Cornell University

The ability to negotiate is an important skill for all leaders to develop. However, research shows that most people miss key opportunities to ask for what they want and need. This session is designed to reframe how we see negotiating and surface the psychological barriers which prevent us from initiating negotiations. We will uncover approaches to not only overcome these barriers but also discuss research-based strategies for successful influencing others once a negotiation has been initiated. 
 

The Psychology Behind Generational Differences and How It Can Inform Your CX and UX Strategy
Keith Niedermeier, Professor of Marketing, Kelley School of Business, Indiana University 

Millennials are the largest generation and a key market to understand, both as consumers and as the biggest part of the workforce. However, they have sharply different attitudes and expectations than previous generations. Rapidly growing in importance is Generation Z, who are entering the workforce and will yet again change the way business is done. This session will analyze Millennials and Gen Z as employees, consumers, and investors. Specifically, discussion will center on the underlying psychology behind generational differences and how it can inform your customer experience (CX) and user experience (UX) approach.
 

Strategic Leadership
Roch Parayre, CEO, Strategique

In an era of unprecedented uncertainty, a leader’s ability to think strategically and act with agility have emerged as critical skills in navigating change and adapting to the “new normal”. To do so, it is important to understand the factors that drive – or drag -- your organization’s performance, and to develop and lead with a greater strategic agility. In this session we will aim to heighten your awareness of your Credit Union’s “strategic IQ”, and suggest avenues for better decision making, more agile strategies and plans, and an improved ability to navigate uncertainty.

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.  

Bonus Sessions

11:05 a.m. – 12:00 p.m.

Preserving Precious Payments in Precarious Times
Brandi Gregory, Managing Director, Cornerstone Advisors

Credit unions are facing the most unprecedented period of competitive and regulatory challenges in the payments space, and they are facing a bare-knuckle fight to remain relevant. In this session, Cornerstone’s Brandi Gregory will take attendees through a first-hand tour of the emerging payments competitive arena and then provide practical strategies and performance targets that credit unions can adopt to stay actively in the game. Join us for an interactive peer discussion where we collectively identify 2023 payments priorities and ideate future payment innovations where credit unions can collectively thrive. 
 

Development Resources for the Boardroom and Beyond
Jimese Harkley, JD, CUDE, CUES VP/Membership

The perception that boards and the CEO only engage in supervising the development and execution of strategy is now being challenged by the anticipation that they be actively involved in interpreting complex market dynamics and executing a vision for your credit unions future. In this session we will explore development resources that the chair and CEO can leverage to gain the most value from their dedicated attention.

Change Management and the Power of Organizational Insight
Lesley Sears, CUES VP/Consulting Services

Effective strategic change is no longer a sign of organizational excellence, it has become an indicator of future organizational survival.  Gone are the days of slow small improvements, the speed of change is now lightning fast and the future of the organization teeters on its success.  A successful change environment demands an in-depth insight into your organization’s data – its people, operations, climate, and competencies.  Join us in this session as we discuss how to improve organizational insight to drive success in current and future strategic change and avoid unsuccessful outcomes and stagnation. We will dig deep into pragmatic approaches to understanding your organization’s current state and how to leverage your organization’s “best self” to drive development and strategic change forward.

Lunch

On your own

Breakfast Buffet

7:00 – 8:00 a.m.
 

Breakout Sessions

8:00 – 9:30 a.m.

The Art and Science of Influence and Negotiations
Michelle Duguid, Associate Professor & Associate Dean of Diversity, Inclusion, and Belonging, Cornell University
 

The Psychology Behind Generational Differences and How It Can Inform Your CX and UX Strategy
Keith Niedermeier, Professor of Marketing, Kelley School of Business, Indiana University 
 

Strategic Leadership
Roch Parayre, CEO, Strategique

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.  
     

Bonus Sessions

11:05 a.m. – 12:00 p.m.

Planning a Growth Strategy 
Samantha Paxson, Chief Experience Officer, Co-op Solutions 

Credit union executives are in an interesting period of leadership – filled with what may seem like equal parts daunting challenges and loads of potential for our collective future. Not only are you actively tackling important delivery shifts needed to meet member needs in this rapidly changing environment, but you are also doing it in a time where traditional revenue sources have performed less consistently – putting constraints on where and how to invest in capital-intensive, multi-year projects to meet this moment. How to respond? This session will look at the macro trends impacting our industry, consumer expectations and the perspective of the CEO based on recent research performed by EY, Filene and Co-op. Then, we will discuss taking action to create a strategic blueprint for growth.  

In this session, you will learn:

• How credit unions can grow market share and serve their members better
• How credit unions can execute their business strategy in ways that anticipate shifts
   

Creating Connected Experiences Using Data
Celeste Schwitter, SVP/Head of Community Accounts and Diane Olson, VP/Community Accounts Western Region, VISA

Consumers want many things; seamless payments, simplicity, convenience, rewards, security, personalization, all with a sleek user experience.  You want to grow revenue, retain customer loyalty, digitize services, and lower risk.  During this session we will discuss how to leverage data for business value and showcase credit union case studies that have used data to connect these experiences.
 

Lunch

On your own

Breakfast Buffet

7:00 – 8:00 a.m.

Breakout Sessions

8:00 – 9:30 a.m.

The Art and Science of Influence and Negotiations
Michelle Duguid, Associate Professor & Associate Dean of Diversity, Inclusion, and Belonging, Cornell University
 

The Psychology Behind Generational Differences and How It Can Inform Your CX and UX Strategy
Keith Niedermeier, Professor of Marketing, Kelley School of Business, Indiana University 
 

Strategic Leadership
Roch Parayre, CEO, Strategique

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 closest airport to the Grand Wailea is Kahului Airport (OGG), located approximately 17 miles (30 minutes) from the hotel.

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).  

Your companion is welcome to join you at the Welcome Reception and register for any of the optional activities. We also offer a companion meal program which includes breakfast Monday through Thursday for $395. 

Afternoon Whale Watch

*Monday, February 6 and Wednesday, February 8
12:45 – 4:45 p.m.
$250/person

*Limited space available for the Monday Whale Watch

Join us to observe the playful habits of Maui's most consistent return visitor - the humpback whale. The waters off Maui have long been the favored vacation spot of these massive marine mammals, and the past two years have seen record numbers swimming the local waters. This private excursion provides maximum space and comfort, and there are plenty of areas to enjoy the "show" from our spacious, shaded cabin or deck areas. A Marine naturalist is always onboard with facts about these gentle giants, and a hydrophone will allow you to listen to the amazing songs the humpback whales sing. The whale watch will include transportation to and from the marina, as well as a lunch, snacks and beverages on board the boat. 

 

Golf Tournament SOLD OUT

Please email events@cues.org to check availability. 

Wailea Golf Club, Emerald Course
Tuesday, February 7
1:00 p.m. shotgun start
$365 per person

Join us for a one-day golf tournament on the Emerald Course of the Wailea Golf Club. The 18-hole, par-72 Emerald Course is frequently lauded for being easy on the eyes and fascinating to play. The double green on #10 and #17 is worth taking an extra moment. Its fabulous ocean backdrop makes it one of the prettiest views you’ll see on a course. 

Registration fee of $365 includes golf, transportation, cart rental, lunch, and prizes. Club rentals are available for $75. 

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. (cues@cues.org)

• Prior to 60 days – full refund
• 31-60 days before start of event – 50% refund
• 0-30 days before start of event – no refunds or credits for future events given 

Due to financial obligations incurred by CUES, no refunds or credits will be issued on cancellation requests less than 30 days prior to the start of the event. Substitute attendees are welcome, subject to eligibility. 
 
CUES reserves the right to cancel or reschedule the event due to unforeseen circumstances, and will refund fees if the event is rescheduled or location is changed and you are unable to attend.

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.