Director Development Seminar | Credit Union Seminar

Collaborate with Peers. Learn from Experts. Lead with Clarity.

Directors—join your colleagues for this two-day seminar to take a deep dive into governance best practices. In addition, there will be a post-session workshop that will allow you to gain deeper insight into the skillsets and characteristics that make for an excellent board chair. Separate registration is required for this post workshop.

This highly-interactive seminar will give you the opportunity to explore the four pillars of good governance—strategy setting, board process, board makeup and fiduciary oversight—and learn how to transition your board’s mindset from oversight to futurist.

The role you play is critical to your credit union’s long-term strength. Learn more by visiting our “Agenda” tab. Questions? Contact us or email events@cues.org.

Also, you can plan a full-board retreat at our director seminars! Contact CUES, and we’ll help you arrange meeting space before or after the event.

Enhance Your Experience!

Join Us for the Board Chair Workshop

Consider joining us for the CUES Board Chair Workshop after this seminar for even more valuable insights and networking opportunities.

*Separate registration is required.

Learn more

Jacqueline Blackwell

Director

Indiana Members CU

asset size — $1.9 billion

Meeting directors from across the country was an exciting aspect of this seminar. Small group discussions led to excellent networking.

Network with Your Peers

Director Development Seminar Attendees by Title

14

Attendees will spend 14 hours learning with their peers.
15.5

You will earn up to 15.5 Continuing Professional Education credits for attending Director Development Seminar.

Why Attend?

Board Members:

Your role as a board member, and the decisions you make, are vitally important to the health and well-being of your CU. Attend and head home confident in your responsibilities.
Walk away with practical tips and tools you can use right away.
You’ll benefit from a two and a half day look at high-performing governance practices.
This seminar is highly interactive; you’ll have plenty of time to get your questions answered, and discuss issues in-depth.
You’ll have the opportunity to challenge common assumptions, and stretch your own ways of thinking about governance philosophy.
You’ll meet other directors, and develop a network of colleagues you can reach out to after the seminar is over.

CEOs: Why Send Your Board Members to this Event?

High performing boards lead to high performing credit unions. Your board members will learn strong governance practices that will improve functionality.
The seminar focuses on the practical rather than the theoretical. Your board members head home with tools and ideas ready to implement.
The board and the decisions it makes are vital to the health of your CU; sending your directors is an investment in your credit union’s future.
Keeping up with the ever-changing governance environment is imperative; this seminar is a must attend for new and veteran board members alike.
You can be confident knowing your board is functioning at its best.
Plus, your board members will:
- Walk away with practical tips and tools they can use right away.
- Meet others in the same role, and develop a network of colleagues they can reach out to after the seminar is over.

Jeffrey Aubuchon

Board of Directors

IC Federal Credit Union

asset size — $504 million

Several topics were very pertinent and current to our CU environment. Les was entertaining and thought-provoking. Well done!

Thank You to Our Sponsors

Sponsorship Opportunities

Putting your organization in front of the credit union movement's top executives, directors, and future leaders will accelerate your sales performance. Explore all CUES' sponsorship opportunities.

Learn More

Monday, September 15

Breakfast & Registration
7:00 – 8:00 a.m.

Session
8:00 – 10:00 a.m.

Good Governance
Matt Fullbrook, Fullbrook Board Effectiveness

What, specifically, is good governance and how can we get it done?
Why do groups tend to make not-great decisions, and what can we do about it?

Learning Objectives:

Develop a clear definition of what good governance really is
Practice framing governance through a multi-stakeholder lens
Explore how to engage at a “strategic” level

Networking Break
10:00 – 10:15 a.m.

Morning Session Continued
10:15 a.m. – 12:00 p.m.

Lunch
12:00 – 1:00 p.m.

Afternoon Session
1:00 – 2:15 p.m.

Director Responsibilities
Matt Fullbrook, Fullbrook Board Effectiveness

To whom does a director owe a duty? Legally, morally, and practically.

What are “the weeds” and how, exactly, are we supposed to avoid them?

Networking Break
2:15 – 2:30 p.m.

Afternoon Session Continued
2:30 – 4:00 p.m.

Tuesday, September 16

Breakfast & Registration
7:00 – 8:00 a.m.

Session
8:00 – 10:00 a.m.

Understanding and Managing Information (asymmetry through presentations, pre-reads, time allocation and more)
Matt Fullbrook, Fullbrook Board Effectiveness

Learning Objectives:

Develop tools to manage information asymmetry between board and management
Define what makes a director *great*
Apply what we’ve learned in a low-stakes environment

Networking Break
10:00 – 10:15 a.m.

Morning Session Continued
10:15 a.m. – 12:00 p.m.

Lunch
12:00 – 1:00 p.m.

Afternoon Session
1:00 – 2:15 p.m.

The Key to Good Governance
Matt Fullbrook, Fullbrook Board Effectiveness

What makes a director “excellent”? And why you – an individual board member – might be the key to good governance.

Networking Break
2:15 – 2:30 p.m.

Wrap Up Session
2:30 – 4:00 p.m.

Putting everything we’ve learned into practice.

Wednesday, September 17

CUES Board Chair Workshop

Separate Registration Required

Registration & Breakfast
7:30 – 8:00 a.m.

Session
8:00 – 9:45 a.m.

Reminder: What exactly is good governance?
Matt Fullbrook, Fullbrook Board Effectiveness

Networking Break
9:45 – 10:00 a.m.

Session
10:00  – 11:45 a.m. 

Identifying the Chair’s Governance Superpowers
Matt Fullbrook, Fullbrook Board Effectiveness

Lunch
11:45 a.m. – 12:45 p.m. 

Session
12:45 – 2:00 p.m.

Modeling & Practicing the Behaviors and Skills of an Excellent Chair
Matt Fullbrook, Fullbrook Board Effectiveness

Networking Break
2:00 – 2:15 p.m.

Session
2:15 – 3:30 p.m.        

Crafting Your Plan – whether you’re a sitting chair or an aspiring one
Matt Fullbrook, Fullbrook Board Effectiveness

Hotel

Williamsburg Lodge, Autograph Collection
310 South England Street
Williamsburg, Virginia, 23185
800.261.9530

The CUES discounted rate at Williamsburg Lodge, Autopgraph Collection is $219 per night for single/double occupancy. The discounted CUES rate will expire when the block is full or on Tuesday, August 26, 2025, whichever happens first. The group rate will be made available three (3) days (September 9-11, 2025) before the meeting dates and three (3) days (September 21-23, 2025) after the meeting dates if the hotel is selling rooms and subject to availability for the same room type.

Please make your hotel reservations prior to Tuesday, August 26, 2025, online or by calling the hotel at 800.261.9530 and mentioning CUES Director Seminars 2025. The hotel may accept reservations after August 26th; however, room rates and availability are not guaranteed, so early reservations are recommended. A credit card is required to hold the reservation.

*Remember that all hotel arrangements are strictly between you and the hotel. In the event you are unable to make the seminar (e.g. your flight is canceled), you are responsible for calling the hotel to cancel your room reservation.

Check-in time is 4:00pm and check-out time is 11:00am. The hotel’s policy requires a credit card swipe and authorization upon check-in.

Air Travel

The Newport News/Williamsburg International Airport (PHF) is 18.5 miles from the hotel and the Richmond International Airport (RIC) is 45 miles from the hotel.

Ground Transportation

A variety of ground transportation options are available at the Newport News/Williamsburg International Airport, including shuttles, taxis, and ride-share services.

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 SMB3601 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).

Parking

The hotel offers self-parking for $20 per day for registered hotel guests. Parking charges are subject to change and are subject to applicable taxes.

FAQ

Who Should Attend Director Development Seminar?

Director Development Seminar offers ways for your board to function at its best. Send every member of your board, including your chair, officers, new and veteran directors, supervisory committee members, and CEO.

What does my registration fee include?

Your registration fee includes:

All educational sessions and materials
Breakfast, lunch and breaks on Monday and Tuesday

What is CUES’ cancellation policy?

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.

I’ve registered; where can I get more information?

Right here! It contains 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

INFO SHEET

Will I earn Continuing Professional Education (CPEs) credits for attending?

Yes! CUES Director Development Seminar meets the following standards:

CPE credits earned: up to 15.5
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.

I have special dietary, mobility, or accessibility needs; can you accommodate me?

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.

What should I wear?

Plan on business casual attire. We suggest you bring a sweater or jacket along in case you find the meeting room temperature chilly.

What is available for my guest?

Meal Plan Option (separate registration required):

Your companion is welcome to join you for breakfast, lunch, and afternoon breaks.

The cost for the meal plan is $325. A badge is required for these meal functions.

Overview

Collaborate with Peers. Learn from Experts. Lead with Clarity.

The role you play is critical to your credit union’s long-term strength. Learn more by visiting our “Agenda” tab. Questions? Contact us or email events@cues.org.

Also, you can plan a full-board retreat at our director seminars! Contact CUES, and we’ll help you arrange meeting space before or after the event.

Enhance Your Experience!

Join Us for the Board Chair Workshop

Consider joining us for the CUES Board Chair Workshop after this seminar for even more valuable insights and networking opportunities.

*Separate registration is required.

Learn more

Jacqueline Blackwell

Director

Indiana Members CU

asset size — $1.9 billion

Meeting directors from across the country was an exciting aspect of this seminar. Small group discussions led to excellent networking.

Network with Your Peers

Director Development Seminar Attendees by Title

14

Attendees will spend 14 hours learning with their peers.
15.5

You will earn up to 15.5 Continuing Professional Education credits for attending Director Development Seminar.

Why Attend?

Board Members:

Your role as a board member, and the decisions you make, are vitally important to the health and well-being of your CU. Attend and head home confident in your responsibilities.
Walk away with practical tips and tools you can use right away.
You’ll benefit from a two and a half day look at high-performing governance practices.
This seminar is highly interactive; you’ll have plenty of time to get your questions answered, and discuss issues in-depth.
You’ll have the opportunity to challenge common assumptions, and stretch your own ways of thinking about governance philosophy.
You’ll meet other directors, and develop a network of colleagues you can reach out to after the seminar is over.

CEOs: Why Send Your Board Members to this Event?

High performing boards lead to high performing credit unions. Your board members will learn strong governance practices that will improve functionality.
The seminar focuses on the practical rather than the theoretical. Your board members head home with tools and ideas ready to implement.
The board and the decisions it makes are vital to the health of your CU; sending your directors is an investment in your credit union’s future.
Keeping up with the ever-changing governance environment is imperative; this seminar is a must attend for new and veteran board members alike.
You can be confident knowing your board is functioning at its best.
Plus, your board members will:
- Walk away with practical tips and tools they can use right away.
- Meet others in the same role, and develop a network of colleagues they can reach out to after the seminar is over.

Jeffrey Aubuchon

Board of Directors

IC Federal Credit Union

asset size — $504 million

Several topics were very pertinent and current to our CU environment. Les was entertaining and thought-provoking. Well done!

Thank You to Our Sponsors

Sponsorship Opportunities

Putting your organization in front of the credit union movement's top executives, directors, and future leaders will accelerate your sales performance. Explore all CUES' sponsorship opportunities.

Learn More

Agenda

Monday, September 15

Breakfast & Registration
7:00 – 8:00 a.m.

Session
8:00 – 10:00 a.m.

Good Governance
Matt Fullbrook, Fullbrook Board Effectiveness

What, specifically, is good governance and how can we get it done?
Why do groups tend to make not-great decisions, and what can we do about it?

Learning Objectives:

Develop a clear definition of what good governance really is
Practice framing governance through a multi-stakeholder lens
Explore how to engage at a “strategic” level

Networking Break
10:00 – 10:15 a.m.

Morning Session Continued
10:15 a.m. – 12:00 p.m.

Lunch
12:00 – 1:00 p.m.

Afternoon Session
1:00 – 2:15 p.m.

Director Responsibilities
Matt Fullbrook, Fullbrook Board Effectiveness

To whom does a director owe a duty? Legally, morally, and practically.

What are “the weeds” and how, exactly, are we supposed to avoid them?

Networking Break
2:15 – 2:30 p.m.

Afternoon Session Continued
2:30 – 4:00 p.m.

Tuesday, September 16

Breakfast & Registration
7:00 – 8:00 a.m.

Session
8:00 – 10:00 a.m.

Understanding and Managing Information (asymmetry through presentations, pre-reads, time allocation and more)
Matt Fullbrook, Fullbrook Board Effectiveness

Learning Objectives:

Develop tools to manage information asymmetry between board and management
Define what makes a director *great*
Apply what we’ve learned in a low-stakes environment

Networking Break
10:00 – 10:15 a.m.

Morning Session Continued
10:15 a.m. – 12:00 p.m.

Lunch
12:00 – 1:00 p.m.

Afternoon Session
1:00 – 2:15 p.m.

The Key to Good Governance
Matt Fullbrook, Fullbrook Board Effectiveness

What makes a director “excellent”? And why you – an individual board member – might be the key to good governance.

Networking Break
2:15 – 2:30 p.m.

Wrap Up Session
2:30 – 4:00 p.m.

Putting everything we’ve learned into practice.

Wednesday, September 17

CUES Board Chair Workshop

Separate Registration Required

Registration & Breakfast
7:30 – 8:00 a.m.

Session
8:00 – 9:45 a.m.

Reminder: What exactly is good governance?
Matt Fullbrook, Fullbrook Board Effectiveness

Networking Break
9:45 – 10:00 a.m.

Session
10:00  – 11:45 a.m. 

Identifying the Chair’s Governance Superpowers
Matt Fullbrook, Fullbrook Board Effectiveness

Lunch
11:45 a.m. – 12:45 p.m. 

Session
12:45 – 2:00 p.m.

Modeling & Practicing the Behaviors and Skills of an Excellent Chair
Matt Fullbrook, Fullbrook Board Effectiveness

Networking Break
2:00 – 2:15 p.m.

Session
2:15 – 3:30 p.m.        

Crafting Your Plan – whether you’re a sitting chair or an aspiring one
Matt Fullbrook, Fullbrook Board Effectiveness

Speakers

Travel & Lodging

Hotel

Williamsburg Lodge, Autograph Collection
310 South England Street
Williamsburg, Virginia, 23185
800.261.9530

Check-in time is 4:00pm and check-out time is 11:00am. The hotel’s policy requires a credit card swipe and authorization upon check-in.

Air Travel

The Newport News/Williamsburg International Airport (PHF) is 18.5 miles from the hotel and the Richmond International Airport (RIC) is 45 miles from the hotel.

Ground Transportation

A variety of ground transportation options are available at the Newport News/Williamsburg International Airport, including shuttles, taxis, and ride-share services.

Parking

The hotel offers self-parking for $20 per day for registered hotel guests. Parking charges are subject to change and are subject to applicable taxes.

FAQ

Who Should Attend Director Development Seminar?

What does my registration fee include?

Your registration fee includes:

All educational sessions and materials
Breakfast, lunch and breaks on Monday and Tuesday

What is CUES’ cancellation policy?

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

I’ve registered; where can I get more information?

Right here! It contains 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

INFO SHEET

Will I earn Continuing Professional Education (CPEs) credits for attending?

Yes! CUES Director Development Seminar meets the following standards:

CPE credits earned: up to 15.5
Program Level: Overview
Delivery Method: Group-Live
Advanced Preparation: No advance preparation is required
Prerequisites: Not required for this program

The cost for the meal plan is $325. A badge is required for these meal functions.

Director Development Seminar focuses on leadership and governance.

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