Director Development Seminar

Set your board up for success in a post-pandemic world. 

Directors—under the guidance of renowned governance expert Les Wallace, join your colleagues over the course of over two-and-a-half days to discuss best practices for moving ahead during this year of transition. 

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. 

Plus, we’ll develop a back-at-home plan, so you can easily share what you learned, and move ahead with improvements to your board.

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. And, make sure to register before June 13, 2021 to get the lowest rate!

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.

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.

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

Topic Description 

The Pandemic’s Impact on the Future of Credit Union Governance: Boards, Membership and Corporate Teams

Over the course of two and a half days, Les will cover the pandemic’s impact on the future of credit union boards. The pandemic has highlighted governance trends in boards, membership and corporate teams that will likely be accelerated post-pandemic. 

Credit union membership has had to learn to become more technologically literate, younger generations are looking differently at banking, and your employee culture has different expectations for their employer. 

Attend and discuss how to change the board’s post pandemic mindset from oversight to futurist. We’ll explore the four pillars of governance and learn to think tactically about: 

• Strategy setting
• Board process
• Board makeup
• Fiduciary oversight

This highly interactive seminar will give you the opportunity to network and compare your experiences to that of your colleagues. 
 

Schedule 

Wednesday
 

Breakfast & Registration

7:00–8:00 a.m.

General Session

8:00–12:00 p.m.

Lunch

12:00–1:00 p.m.

General Session

1:00–4:00 p.m.

Thursday
 

Breakfast

7:00–8:00 a.m.

General Session

8:00–12:00 p.m.

Lunch

12:00–1:00 p.m.

General Session

1:00–4:00 p.m.         

Friday
 

Breakfast

7:00–8:00 a.m.

General Session

8:00–12:00 p.m.

Director Development Seminar Concludes 

12:00 p.m.

Hotel

Omni Amelia Island Plantation Resort
39 Beach Lagoon Rd
Fernandina Beach, FL 32034
904.261.6161

The CUES discounted rates at the Omni Amelia Island Plantation Resort are $259 per night for single/double occupancy. Please make your hotel reservations prior to Monday, June 28, 2021, online or by calling the hotel toll free at 800.843.6664 and mentioning CUES. The hotel may accept reservations after June 28th based on availability; however, room rates and availability are not guaranteed, so early reservations are recommended. Staying within the CUES room block will help keep registration prices down. 

A daily resort fee is included in the $259/night rate. This includes:

• Unlimited internet access in all sleeping rooms and in the lobby
• Unlimited use of the Health and Fitness Center 
• On-property resort transportation service
• In-room coffee station
• Local and toll-free phone access
• Resort beach access
• Golf driving range privileges and one bucket of range balls
   

*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 4:00 p.m. and check-out time is at 11:00 a.m.  

Airport

The Omni Amelia Island Plantation Resort is located approximately 29 miles from the Jacksonville International Airport (JAX). The approximate drive time is 45 minutes from the airport to the hotel. 

Airport to Hotel

The Omni Amelia Island Plantation Transportation department provides services through Dana’s Transportation to and from Jacksonville International Airport with no additional hotel stops; 72-hour reservations are recommended, and can be made by calling 904.744.3333. Please click here for additional rates information. 

Air Travel

CUES conference participants may call Fox World Travel for airfare reservations at 888.691.9163 between 7:30 a.m. and 5:30 p.m. CST and reference Group Code 09FP5320. Please note that a ticket processing fee of $37 domestic or $46 international will be added. CUES does not offer a discounted rate, but Fox World Travel will ensure the best pricing available for U.S. residents.

Car Rental

Hertz is the official car rental company for this meeting. You can take advantage of their discounted rates by placing your reservation online at www.hertz.com or through the Hertz Meeting Sales Desk within the U.S. at 800-654-2240; from within Canada call 800-263-0600 refer to Meeting CV022Q9512.

Parking

At this time, the hotel recommends self-parking, which is available at $20/night. For those that prefer to valet park, the attendants will wear PPE and disinfect high-touch surfaces inside and outside the vehicle. The cost of valet parking is $27/night. 
 

Tax Exemption Information

Federal credit unions are exempt from the hotel room & occupancy tax when you pay for rooms directly with a company Federal credit card that is billed to the credit union. The funds cannot be paid from a personal account.

IMPORTANT: The state of Florida has a new process for claiming the tax exemption. The following steps will help you navigate Florida’s process as efficiently as possible; we also highly recommend you begin the process before the conference. If you already have a Florida-granted certificate of exemption, you may use a copy of your existing certificate, which is valid for 5 years. 

To claim your state of Florida tax exemption:

Download the Florida application for a certificate of exemption via this website, then complete and mail the form (it cannot be emailed, faxed, or sent through other electronic means) to:

Account Management-Exemptions
Florida Department of Revenue
PO Box 6480
Tallahassee FL 32314-6480

Once Florida receives your completed form, within three weeks they will approve your tax exemption and mail you a certificate of exemption (Florida cannot send it via electronic means).

Note: Keep a copy of your certificate, which is valid for 5 years.
 

CUES is committed to providing a clean and safe experience when attending meetings and events. We prioritize the safety and social wellbeing of all attendees, guests, sponsors, speakers, and staff. We continue to monitor guidance from the Centers for Disease Control and Prevention (CDC) and state and local governments for regulations and guidelines. 

CUES staff will continue to monitor the situation leading up to and at the event and communicate any possible situation with the attendees. As part of our on-site planning, CUES staff will meet with the hotel’s emergency operation and planning teams to ensure all staff are prepared for any situation that may arise. We have also implemented the following safety measures for all our meetings:  

• Number of attendees: We will cap our registration numbers to assure appropriate physical distancing standards can be met and maintained throughout the event.  
• Physical space: The meeting room will be set with ample physical space between each attendee, adhering to physical distancing standards. Networking opportunities will include indoor and outdoor spaces to allow for physical distancing.
• Masks: Masks will be required while indoors. CUES will provide masks for those that do not have one. If you are unable to wear a mask during this in-person event, we recommend you participate in our digital learning opportunities.
• Sanitation stations: We will have hand sanitizer stations throughout the meeting spaces for attendees.
• No contact greetings: We recommend waves and elbow bumps. 
• Event scheduled food and beverage: CUES will work with the hotel to create a safe eating experience for all. 
   

We do not yet know what the state of safety measures will be when our conferences take place. As the situation changes, we will continue to review and modify these precautions, up to and including elimination of some safety measures.

If you have any questions, please contact the CUES Events team at events@cues.org.