Execu/Net™

Welcome to Execu/Net Reception & Registration

4:30 – 6:30 p.m. 
 

Breakfast

6:45 – 7:30 a.m.

Welcome and announcements

7:30 – 7:45 a.m.

Session 

7:45 – 9:15 a.m.

Leading with Ethical Intelligence: Five Principles for Successful Credit Union Leadership 
Bruce Weinstein, The Ethics Guy^®, President and CEO, The Ethics Guy, LLC; Author, Trainer, Forbes contributor 

Do no harm. Make things better. Respect others. Be fair. Care. 

These are the five principles of ethical intelligence, and they're the key to success in solving complex problems in credit union leadership. 

We'll start the session with a "What would you do?" quiz featuring scenarios that credit union leaders typically face. We’ll discuss the five principles, and run through small-group exercises to show how to apply these principles effectively at work and beyond. We'll end by reviewing the results, and seeing how the five principles show which solutions are better and why.

This session is highly interactive, and participants will head home ready to put what they've learned into practice immediately.

Bonus Follow-Up Session

Bruce will be hosting a bonus follow-up webinar in the weeks following Execu/Net so you and your colleagues can swap success stories after you’ve had an opportunity to use what you’ve learned. Bruce will also answer questions, and help guide you through any problem areas you may have encountered. 

Networking break 

9:15 – 9:30 a.m. 

Session Continues 

9:30 – 11:00 a.m. 

Networking break 

11:00 – 11:10 a.m. 

Session continues

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.

Session

7:30 – 9:45 a.m.

Cultivating Next Gen Board Leaders
Julia Patrick, CEO and Co-Founder, American Nonprofit Academy 

Millennials are a part of the largest transference of wealth in American history. With an estimated $45 trillion value of inherited wealth, this demographic represents the next big wave of consumers, leaders and influencers. 

Is your board situated and structured to engage this powerful market? After all, millennial board members will serve their boards differently, and possess dramatically different expectations and work ethics. 

You’ll leave this discussion with a thorough understanding of why including the millennial demographic in your board will add value to your credit union. You’ll learn how to locate, recruit and commit younger board members, and how they will participate differently once on the board. 

Networking break

9:45 – 10:00 a.m. 

Session 

10:00 a.m. – 12:00 p.m. 

Strengthening Your Board Governance
Parker Cann, CEO and Co-Founder, Parker Cann, Inc. 

We’ll take a deep look at the critical moving parts of board governance, and discuss:   

• The expanding nature of the board’s role, including the swing of the regulatory pendulum 
• Adopting a board policy to prescribe board governance practices 
• The importance of a board governance committee
• Improving processes for director assessment, recruitment, nomination, retention 
• The value of director onboarding, training, and certification
• Making board meetings more efficient and effective
• Delegating more decision-making to board committees
• The pros and cons of compensating your directors
• Ways to create a process to deal with director conflicts of interest
• Maintaining a constructive board-examiner relationship 
• Ways the supervisory committee can add value beyond its traditional role

You’ll leave with practical ideas tailored specifically to your credit union that are ready to implement once you return home. 

Lunch 

12:00 – 1:00 p.m. 

Afternoon

On-your-own optional activities 

Breakfast

6:45 – 7:30 a.m.

Session

7:30 – 9:15 a.m.

Amplify Your Impact by Mastering the Art of Powerful Communication 
Lauren Weinstein, Founder, Resonate Coaching, and Lecturer, Stanford Graduate School of Business 

How do the best communicators motivate and inspire? 

Join Lauren and learn the secrets of persuasive, engaging and memorable communication. You’ll leave with an immediately actionable set of tools that will help you increase your impact through enhanced presentation and impromptu speaking skills. 

Networking break 

9:15 – 9:30 a.m. 

Session continues 

9:30 – 11:00 a.m. 

Networking break 

11:00 – 11:10 a.m. 

Session continues 

11:10 a.m. – 12:00 p.m. 

Execu/Net concludes 

12:00 p.m. 

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

Right here! We’ve prepared an Information Sheet for you; it contains everything you need to know about attending 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
   

Information 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.

Yes! Guests are welcome. Spend more time together by adding a companion meal plan for $325, which includes the welcome reception, breakfast each morning, and lunch on Monday and Tuesday.

All cancellations must be in writing; email cues@cues.org to notify us:

• Sixty days or more before an event’s starting date for a full refund
• Between 31 and 60 days before an event’s starting date for a 50% refund

We’re sorry, but we cannot offer a refund if we are notified 30 days or less before the start of an 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.