CUES Symposium is currently sold out. If you would like to be added to the waitlist, please register today and await further instruction.
At this time, both CUES hotel blocks are sold out for CUES Symposium. Please visit the Travel & Lodging page for additional options in the area, or email events@cues.org to be added to the communication list for details as they are determined.
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.
Pricing
CEOs and board chairs must attend this event together, so please register at the same time. If your board chair is unable to attend, you may bring your vice chair.
United States | Canada* | |
CUES Member — Unlimited/Unlimited+ Level | $4,940 | $6,300 |
CUES Member — Individual Level | $5,200 | $6,630 |
Non-Member | $6,540 | $8,340 |
*All Canadian pricing is listed in Canadian Dollars (CAD).
Price for Each Additional Attendee:
United States | Canada* | |
CUES Member — Unlimited/Unlimited+ Level | $2,470 | $3,150 |
CUES Member — Individual Level | $2,600 | $3,315 |
Non-Member | $3,270 | $4,170 |
*All Canadian pricing is listed in Canadian Dollars (CAD).
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
Download the Brochure
Download your copy of the 2023 CUES Symposium brochure.
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.
Important Lodging Update
At this time, the following hotels are:
Grand Wailea, A Waldorf Astoria Resort
3850 Wailea Alanui Drive
Wailea, HI 96753
Is completely sold out both within the CUES block of rooms as well as the entire hotel.
Wailea Beach Resort—Mariott
3700 Wailea Alanui Drive
Wailea, HI 96753
Discounted CUES blockFULL- Regular-priced rooms outside of CUES block: limited availability
- Call the reservations call center at 877.622.3140 to inquire about rooms at the prevailing rates.
While both room blocks are currently full, there are a variety of hotels in the Wailea region of Maui. Here is a list of some area options:
Fairmont Kea Lani, Maui
808.875.4100
Andaz Maui at Wailea Resort
808.573.1234
AC Hotel by Marriott Maui Wailea
808.856.0341
Makena Surf, a Destination by Hyatt Residence
855.784.2315
Ho'olei Residences, a Destination by Hyatt Residence
866.279.0373
Wailea Beach Villas, a Destination by Hyatt Residence
844.207.8177
Please note CUES does not have a block of rooms at any of these hotels; we’re offering this list for your convenience. Feel free to book a room at the location of your choosing.
If you are interested in being put on a waitlist in case a room opens at the Grand Wailea or the Wailea Beach Resort, please send an email to events@cues.org with the following information:
- Your contact information
- Name of person(s) needing accommodations
- Preferred arrival date
- Preferred departure date
- Bed preference (one king vs. two queens)
- Any other information needed to secure lodging
We will get back with you, confirming the receipt of the information, and will reach out if a room becomes available.
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.
CUES Symposium is currently sold out. If you would like to be added to the waitlist, please register today and await further instruction.
At this time, both CUES hotel blocks are sold out for CUES Symposium. Please visit the Travel & Lodging page for additional options in the area, or email events@cues.org to be added to the communication list for details as they are determined.
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.
Pricing
CEOs and board chairs must attend this event together, so please register at the same time. If your board chair is unable to attend, you may bring your vice chair.
United States | Canada* | |
CUES Member — Unlimited/Unlimited+ Level | $4,940 | $6,300 |
CUES Member — Individual Level | $5,200 | $6,630 |
Non-Member | $6,540 | $8,340 |
*All Canadian pricing is listed in Canadian Dollars (CAD).
Price for Each Additional Attendee:
United States | Canada* | |
CUES Member — Unlimited/Unlimited+ Level | $2,470 | $3,150 |
CUES Member — Individual Level | $2,600 | $3,315 |
Non-Member | $3,270 | $4,170 |
*All Canadian pricing is listed in Canadian Dollars (CAD).
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
Download the Brochure
Download your copy of the 2023 CUES Symposium brochure.
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.
Important Lodging Update
At this time, the following hotels are:
Grand Wailea, A Waldorf Astoria Resort
3850 Wailea Alanui Drive
Wailea, HI 96753
Is completely sold out both within the CUES block of rooms as well as the entire hotel.
Wailea Beach Resort—Mariott
3700 Wailea Alanui Drive
Wailea, HI 96753
Discounted CUES blockFULL- Regular-priced rooms outside of CUES block: limited availability
- Call the reservations call center at 877.622.3140 to inquire about rooms at the prevailing rates.
While both room blocks are currently full, there are a variety of hotels in the Wailea region of Maui. Here is a list of some area options:
Fairmont Kea Lani, Maui
808.875.4100
Andaz Maui at Wailea Resort
808.573.1234
AC Hotel by Marriott Maui Wailea
808.856.0341
Makena Surf, a Destination by Hyatt Residence
855.784.2315
Ho'olei Residences, a Destination by Hyatt Residence
866.279.0373
Wailea Beach Villas, a Destination by Hyatt Residence
844.207.8177
Please note CUES does not have a block of rooms at any of these hotels; we’re offering this list for your convenience. Feel free to book a room at the location of your choosing.
If you are interested in being put on a waitlist in case a room opens at the Grand Wailea or the Wailea Beach Resort, please send an email to events@cues.org with the following information:
- Your contact information
- Name of person(s) needing accommodations
- Preferred arrival date
- Preferred departure date
- Bed preference (one king vs. two queens)
- Any other information needed to secure lodging
We will get back with you, confirming the receipt of the information, and will reach out if a room becomes available.
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.
CUES Symposium focuses on leadership, strategy and governance.
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