Set your credit union up for a successful future.
“Business as usual” stops here. Reflect on your credit union’s goals and direction in a setting that’s uniquely suited to high-level thinking. CUES Execu/Net dives deep into:
- Leading with Ethical Intelligence: Five Principles for Successful CU Board Leadership
- Who Comes Next: Succession Plans Made Easy
- Cultivating Next-Gen Board Leaders
This one-of-a-kind conference combines an innovative agenda, expert speakers, phenomenal networking opportunities and a spectacular location…all working together to create a transformative experience. Your day will begin with morning sessions, and the afternoons will provide plenty of time to explore and take part in an endless number of outdoor activities.
Learn more about each session by visiting our “Agenda” tab. Questions? Contact us or email events@cues.org. Register before July 1, 2021 to get the lowest rate!
Why Attend?
- Tackle new, high-level topics daily with content focusing on on-the-rise strategic issues, and sessions diving deep into the subjects in a workshop environment. You’ll walk away with actionable ideas to implement at your credit union.
- The nontraditional schedule, with a unique balance of classroom learning and free time for networking, reflection, and activities, allows for better information retention.
- Experience shared skill and relationship growth during the planned networking times. CUES’ learning environment lends itself to open discussion, but the group problem-solving sets it apart.
- You’ll find all content and activities are customized specifically for the unique challenges and opportunities of credit unions.
- CUES speakers are highly-respected experts in their fields.
- Expand your network of like-minded professionals as you connect and share your own experiences.
- Earn 15 Continuing Professional Education (CPEs) upon completing this program.
As we begin to move out of the pandemic, credit unions will be relying on strong boards at the helm—don’t miss this limited-seating, in-person opportunity to examine important future-focused topics with your fellow directors!
To aid in social distancing we are keeping our registration numbers small. View our safety protocols by visiting our “Safety” tab.

Sponsorship Opportunities
Forge new relationships with credit union board directors and executives as they strengthen their skills and hear from expert speakers.
Agenda
Registration & Welcome Reception
4:30 – 6:30 p.m.
Breakfast
6:45 – 7:30 a.m.
Welcome and Announcements
7:30 – 7:45 a.m.
General session:
7:45 – 9:15 a.m.
Leading with Ethical Intelligence: Five Principles for Successful Credit Union Board Leadership
Bruce Weinstein, President and CEO, The Ethics Guy
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 credit union problems. You'll begin with a "What would you do?" quiz featuring scenarios boards typically face and proceed to a discussion of the five principles. Small-group exercises show how to apply these principles effectively at work and beyond. You'll end by reviewing the quiz and seeing how the five principles show which solutions are better and why.
To promote accountability and realization of the lessons learned, this highly interactive workshop ends with a call-to-action inviting you to put what you’ve learned into practice immediately. In fact, this session has a value-add of a 45-minute webinar, happening approximately 6-8 weeks post conference. Here you can share success stories, identify road blocks you’ve run into in implementing what you’ve learned, and find solutions to those hurdles.
Networking break
9:15 – 9:30 a.m.
General session continues
9:30 – 11:00 a.m.
Networking break
11:00 – 11:10 a.m.
General 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.
General session:
7:30 – 9:15 a.m.
Who Comes Next: Succession Plans Made Easy
Meredith Elliot Powell, Business Growth Expert and Award-winning Author
It’s time to reimagine succession planning and see it as a path to increased member experience, competitive advantage, and the future of your credit union.
Succession planning in today’s marketplace is not easy, but getting it right is mission critical. The long-term sustainability and growth of your CU depends on it. To compete, you’ll need to build your leadership bench strength by investing in developing your CEO and deepening the skills and influence of your board of directors.
Build your leadership bench and design a succession plan ensuring the long-term growth of your credit union as you cover:
- Innovative strategies to promote a culture of engagement and continuous leadership development for both your CEO and board
- A proven methodology for building your succession plan and preparing for disruptive growth
- Powerful techniques to attract top talent to your board
- Aligning your succession plan to your credit union’s strategic objectives
- Creation of a customized succession plan ready for immediate implementation
Networking break
9:15 – 9:30 a.m.
General session continues
9:30 – 11:00 a.m.
Networking break
11:00 – 11:10 a.m.
General session continues
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.
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 and it is going on right now. With an estimated $45 trillion of inherited wealth, this demographic is the next big wave of consumers, leaders, and influencers. How is the modern credit union board situated and structured to engage this powerful market?
Discover how to locate, recruit, and commit millennial board members. Discuss how they will serve their boards with dramatically different expectations and work ethics, participate, and add value to your credit union.
Is your board ready to thrive with millennial leadership and their unique impacts?
Networking break
9:15 – 9:30 a.m.
General session continues
9:30 – 11:00 a.m.
Networking break
11:00 – 11:10 a.m.
General session continues
11:10 a.m. – 12:00 p.m.
Execu/Net concludes
12:00 p.m.
Hotel
Grouse Mountain Lodge
2 Fairway Dr.
Whitefish, MT 59937
406.862.3000
The CUES discounted rates at the Grouse Mountain Lodge are $217 per night for single/double occupancy, $232 per night for triple occupancy, and $247 per night for quad occupancy.
Please make your hotel reservations prior to Friday, July 26, 2021, by calling the hotel at 406.892.2525 or emailing groupsgps@pusuitcollection.com. Central Reservations is open Monday through Friday, 8:00 a.m.- 5:00 p.m. Be sure to mention you are with CUES. The hotel may accept reservations after July 26 based on availability; however, room rates and availability are not guaranteed, so early reservations are recommended.
A limited number of rooms are available at the discounted conference rate up to three days pre-conference dates, based on availability.
The Glacier National Park area is seeing increased interest during the Summer 2021 season, so early reservations are recommended. Staying within the CUES room block will help keep registration prices down.
*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 is at 11:00 a.m.
There is a $10/night amenities fee, which includes:
• Shuttle to and from downtown Whitefish, Whitefish Amtrak station, Whitefish Mountain Resort, and Glacier International Airport
• Complimentary use of cruiser bikes & helmets
• Complimentary bell service and concierge
• In-Room Montana Coffee Traders Coffee and tea
• Complimentary water, coffee & newspapers daily in lobby
• Access to recreation equipment including tennis rackets, soccer balls, and board games
• Complimentary luggage storage
• Complimentary parking
• High speed Wi-Fi
Hotel cancellation policies can be found here.
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.
Ground Transportation
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 CV022Q9513.
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.
FAQ
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! 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
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.
Unfortunately, in 2021 we will not be offering our usual companion meal plan due to limited space and recommended social distancing practices.
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.
Featured Events
See More Like ThisThis dynamic event is exclusively for credit union CEOs and senior executives.
Set your credit union up for a successful future.
“Business as usual” stops here. Reflect on your credit union’s goals and direction in a setting that’s uniquely suited to high-level thinking. CUES Execu/Net dives deep into:
- Leading with Ethical Intelligence: Five Principles for Successful CU Board Leadership
- Who Comes Next: Succession Plans Made Easy
- Cultivating Next-Gen Board Leaders
This one-of-a-kind conference combines an innovative agenda, expert speakers, phenomenal networking opportunities and a spectacular location…all working together to create a transformative experience. Your day will begin with morning sessions, and the afternoons will provide plenty of time to explore and take part in an endless number of outdoor activities.
Learn more about each session by visiting our “Agenda” tab. Questions? Contact us or email events@cues.org. Register before July 1, 2021 to get the lowest rate!
Why Attend?
- Tackle new, high-level topics daily with content focusing on on-the-rise strategic issues, and sessions diving deep into the subjects in a workshop environment. You’ll walk away with actionable ideas to implement at your credit union.
- The nontraditional schedule, with a unique balance of classroom learning and free time for networking, reflection, and activities, allows for better information retention.
- Experience shared skill and relationship growth during the planned networking times. CUES’ learning environment lends itself to open discussion, but the group problem-solving sets it apart.
- You’ll find all content and activities are customized specifically for the unique challenges and opportunities of credit unions.
- CUES speakers are highly-respected experts in their fields.
- Expand your network of like-minded professionals as you connect and share your own experiences.
- Earn 15 Continuing Professional Education (CPEs) upon completing this program.
As we begin to move out of the pandemic, credit unions will be relying on strong boards at the helm—don’t miss this limited-seating, in-person opportunity to examine important future-focused topics with your fellow directors!
To aid in social distancing we are keeping our registration numbers small. View our safety protocols by visiting our “Safety” tab.

Sponsorship Opportunities
Forge new relationships with credit union board directors and executives as they strengthen their skills and hear from expert speakers.
Agenda
Registration & Welcome Reception
4:30 – 6:30 p.m.
Breakfast
6:45 – 7:30 a.m.
Welcome and Announcements
7:30 – 7:45 a.m.
General session:
7:45 – 9:15 a.m.
Leading with Ethical Intelligence: Five Principles for Successful Credit Union Board Leadership
Bruce Weinstein, President and CEO, The Ethics Guy
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 credit union problems. You'll begin with a "What would you do?" quiz featuring scenarios boards typically face and proceed to a discussion of the five principles. Small-group exercises show how to apply these principles effectively at work and beyond. You'll end by reviewing the quiz and seeing how the five principles show which solutions are better and why.
To promote accountability and realization of the lessons learned, this highly interactive workshop ends with a call-to-action inviting you to put what you’ve learned into practice immediately. In fact, this session has a value-add of a 45-minute webinar, happening approximately 6-8 weeks post conference. Here you can share success stories, identify road blocks you’ve run into in implementing what you’ve learned, and find solutions to those hurdles.
Networking break
9:15 – 9:30 a.m.
General session continues
9:30 – 11:00 a.m.
Networking break
11:00 – 11:10 a.m.
General 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.
General session:
7:30 – 9:15 a.m.
Who Comes Next: Succession Plans Made Easy
Meredith Elliot Powell, Business Growth Expert and Award-winning Author
It’s time to reimagine succession planning and see it as a path to increased member experience, competitive advantage, and the future of your credit union.
Succession planning in today’s marketplace is not easy, but getting it right is mission critical. The long-term sustainability and growth of your CU depends on it. To compete, you’ll need to build your leadership bench strength by investing in developing your CEO and deepening the skills and influence of your board of directors.
Build your leadership bench and design a succession plan ensuring the long-term growth of your credit union as you cover:
- Innovative strategies to promote a culture of engagement and continuous leadership development for both your CEO and board
- A proven methodology for building your succession plan and preparing for disruptive growth
- Powerful techniques to attract top talent to your board
- Aligning your succession plan to your credit union’s strategic objectives
- Creation of a customized succession plan ready for immediate implementation
Networking break
9:15 – 9:30 a.m.
General session continues
9:30 – 11:00 a.m.
Networking break
11:00 – 11:10 a.m.
General session continues
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.
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 and it is going on right now. With an estimated $45 trillion of inherited wealth, this demographic is the next big wave of consumers, leaders, and influencers. How is the modern credit union board situated and structured to engage this powerful market?
Discover how to locate, recruit, and commit millennial board members. Discuss how they will serve their boards with dramatically different expectations and work ethics, participate, and add value to your credit union.
Is your board ready to thrive with millennial leadership and their unique impacts?
Networking break
9:15 – 9:30 a.m.
General session continues
9:30 – 11:00 a.m.
Networking break
11:00 – 11:10 a.m.
General session continues
11:10 a.m. – 12:00 p.m.
Execu/Net concludes
12:00 p.m.
Hotel
Grouse Mountain Lodge
2 Fairway Dr.
Whitefish, MT 59937
406.862.3000
The CUES discounted rates at the Grouse Mountain Lodge are $217 per night for single/double occupancy, $232 per night for triple occupancy, and $247 per night for quad occupancy.
Please make your hotel reservations prior to Friday, July 26, 2021, by calling the hotel at 406.892.2525 or emailing groupsgps@pusuitcollection.com. Central Reservations is open Monday through Friday, 8:00 a.m.- 5:00 p.m. Be sure to mention you are with CUES. The hotel may accept reservations after July 26 based on availability; however, room rates and availability are not guaranteed, so early reservations are recommended.
A limited number of rooms are available at the discounted conference rate up to three days pre-conference dates, based on availability.
The Glacier National Park area is seeing increased interest during the Summer 2021 season, so early reservations are recommended. Staying within the CUES room block will help keep registration prices down.
*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 is at 11:00 a.m.
There is a $10/night amenities fee, which includes:
• Shuttle to and from downtown Whitefish, Whitefish Amtrak station, Whitefish Mountain Resort, and Glacier International Airport
• Complimentary use of cruiser bikes & helmets
• Complimentary bell service and concierge
• In-Room Montana Coffee Traders Coffee and tea
• Complimentary water, coffee & newspapers daily in lobby
• Access to recreation equipment including tennis rackets, soccer balls, and board games
• Complimentary luggage storage
• Complimentary parking
• High speed Wi-Fi
Hotel cancellation policies can be found here.
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.
Ground Transportation
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 CV022Q9513.
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.
FAQ
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! 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
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.
Unfortunately, in 2021 we will not be offering our usual companion meal plan due to limited space and recommended social distancing practices.
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.
Featured Events
See More Like ThisThis dynamic event is exclusively for credit union CEOs and senior executives.