CUES Execu/Net™

Registration & Welcome Reception

4:30 – 6:30 p.m. 

Breakfast

6:45 – 7:30 a.m.

Welcome & Announcements

7:30 – 7:45 a.m.

General Session

7:45 – 9:15 a.m. 

Situational Leadership
Carolyn Stern, President and CEO, Carolyn Stern & Associates Inc.

Research shows that employees require varying levels of direction and support based on their competence and commitment. However, many managers rely on a single leadership style, applying it universally in every situation. This approach often leads to a mismatch between what employees need and how they are led, potentially hindering performance and development. Strong leaders adapt their leadership style to provide employees with precisely what they need when they need it. They offer the right balance of guidance, care, and autonomy to ensure their team members thrive. To do this effectively, leaders must consider each employee’s competence, motivation, and the specific task or goal at hand. This workshop helps leaders understand how to tailor their leadership style to different situations and individuals. Participants will learn the importance of task assignments, explore the four leadership styles—directing, guiding, supporting, and delegating—and develop the skills to assess competence and motivation effectively. By the end of this session, leaders will have the tools to move beyond a “one-size-fits-all” approach and achieve optimal results by adapting to the unique needs of their team members. 

Learning Objectives: 

• Explore why a "one-size-fits-all" approach is ineffective and understand the four leadership styles: directing, guiding, supporting, and delegating. 
• Learn how to assign tasks effectively by setting clear expectations to boost productivity and success. 
• Practice assessing competence and motivation to choose the most effective leadership style for each situation. 
   

Networking Break 

9:15 – 9:30 a.m. 

General Session Continued 

9:30 – 11:00 a.m. 

Networking Break 

11:00 – 11:10 a.m. 

General Session Continued

11:10 a.m. – 12:00 p.m. 

Lunch

12:00 – 1:00 p.m. 

Afternoon

On-your-own optional activities 

Breakfast

6:45 – 7:30 a.m.

General Session

7:30 – 9:15 a.m.

Navigating Roles and Responsibilities between Board and Management
Miranda Flury, President, Hawkeye Strategies 

This session is designed to provide participants with a comprehensive understanding of the distinct yet collaborative roles of the board and management at the board table. Effective governance is crucial for the success and sustainability of any Credit Union, and a clear delineation of responsibilities between the board and management is essential. Through this course, participants will explore the dynamics of board governance, gaining insights into the roles each entity plays in shaping organizational strategy, oversight, and decision-making. 

Learning Objectives:

• Participants will understand the board’s responsibilities and be able to identify the distinct roles of board vs. management. 
• Participants will examine the intersections of the board and management’s role. 
• Participants will understand the importance of effective communication between the board and management. 
   

Networking Break

9:15 – 9:30 a.m. 

General Session

9:30 – 11:00 a.m. 

If you score an A+ on your scorecard, can your credit union still fail?
Miranda Flury, President, Hawkeye Strategies

Analyzing performance is an important oversight function of both boards and CEOs, but what if your scorecard is a sea of green and yet the organization was deteriorating? This session examines the use of the scorecard at the board/CEO level, choices of metrics on scorecards and their respective pitfalls, and the ramifications of metrics on people. Effective oversight of organizational performance will help to create and protect value for key stakeholders. 

Learning Objectives:

• Participants will be able to define and understand the importance of a scorecard to evaluate performance. 
• Participants will explore key metrics on scorecards and their respective pitfalls. 
• Participants will comprehend the relationship between metrics and behaviors. 
   

Networking Break

11:00 – 11:10 a.m. 

General Session Continued

11:10 – 12:00 p.m. 

Lunch 

12:00 – 1:00 p.m. 

Afternoon

On-your-own optional activities 

Breakfast

6:45 – 7:30 a.m.

General Session

7:30 – 9:15 a.m.

Cybersecurity Threats in Financial Services: A Hands-On Simulation for Credit Unions
JT Gaietto, Co-Founder and COO; Raymond Evans, Director of Offensive Security, ConvergentDS

Learn firsthand updated stats and input related to cybersecurity issues impacting Credit Unions, and the broader Financial Services industry. Then sit in the hacker’s seat during this hands-on simulation led by cybersecurity experts from ConvergentDS. Get a taste for hacking in a safe environment. The ConvergentDS team will guide you step-by-step through an active attack simulation, developed to be interactive and approachable. See how easy it can be for an attacker to take over a computer and learn about common methods to limit the impact and respond to incidents.

Networking Break 

9:15 – 9:30 a.m. 

General Session Continued 

9:30 – 11:00 a.m. 

Networking Break 

11:00 – 11:10 a.m. 

General Session Continued 

11:10 a.m. – 12:00 p.m. 

Execu/Net Concludes 

12:00 p.m. 

Sunriver Resort is located 33 miles (approximately 40 minutes) from Redmond Airport (RDM).

Alternatively, the resort is located 175 miles (approximately 3 hours, 30 minutes) from Portland International Airport (PDX).

Click here for all the various ground transportation options available at the airport. 

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).   

Self-parking is available and included in the resort fee.
 

CUES offers a meal plan for the guests of attendees. The cost of the meal plan is $295, and will include breakfast Monday-Wednesday, and lunch Monday and Tuesday.  

Execu/Net explores critical industry topics in-depth. Be sure to send your CEO, senior executives, board chair, directors and supervisory committee members.

We all know taking breaks, exercising, and connecting with nature can aid learning and retention. Unfortunately for many of us, getting away—even for a few minutes—is easier said than done.    

Enter CUES Execu/Net, with a schedule ready-built to aid learning and help you take your organization from where it is now to where you want it to be:

• You’ll spend time in high-level, interactive workshops with lively discussions and group problem-solving to provide a fresh perspective.
• You’ll have ample time for reflection and exploration amidst some of the country’s most beautiful vistas, so you can imagine the possibilities for integrating what you’ve learned into your credit union’s plans when you return home.
• Plus, you’ll enjoy extensive peer networking throughout your time; share ideas with fellow CU leaders as you foster new—and deepen existing—relationships.

Your registration fee includes:  

• All sessions and materials
• Sunday welcome reception
• Breakfast on Monday, Tuesday and Wednesday
• Lunch on Monday and Tuesday

Yes, Federal employees are exempt from Oregon Transient Tax. To receive the exemption, please complete the tax-exempt form here and provide it upon check-in.

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

Yes! Execu/Net meets the following standards: 

• CPE credits earned: up to 15
• 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 offers a meal plan for the guests of attendees. The cost of the meal plan is $295, and will include breakfast Monday-Wednesday, and lunch Monday and Tuesday.  

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.

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