Execu/Summit

Welcome Reception and Registration
5:00 - 6:00 p.m.

Breakfast
7:00 - 7:30 a.m.

Introduction and CUES updates
7:30–8:00 a.m.

General Session

8:00–9:30 a.m.

The Art and Science of Agile Decision Making: How to Avoid Information Overload in a Data-Rich World
Chuck Howard, PhD, Assistant Professor of Marketing, Mays Business School at Texas A&M University 

Successful leadership requires agile decision-making. However, in our data-rich world, information overload is a constant threat to slow us down. This session will provide evidence-based strategies to optimize executive decision-making by marrying complex information (e.g., “big data”) with intuition. This session will specifically focus on: 

• Information selection (i.e., choosing which information is relevant) 
• Information refinement (i.e., disregarding irrelevant aspects of otherwise useful information) 
• Blind spots that threaten successful decision-making  
• Intuitive decision rules that improve decision speed and accuracy  
   

Free time
9:30 a.m.–3:00 p.m.

Warm-up Break
3:00–3:30 p.m.

Morning session continued
3:30–6:00 p.m.

Breakfast
7:00 - 7:30 a.m.

General Session

7:30–9:30 a.m.

Credit Unions as Trusted Partners in the Age of Social Change
Heather LaMarre, PhD, MPA, Founder & President, HBM Strategies & Chair, Dept of Communication & Social Influence, Media & Communication at Temple University

As more and more organizations are being forced to take public stances on social, political, and cultural issues, credit unions are being pulled in new directions by internal and external pressures. Understanding and embracing social impact and ESG (environmental, social and governance) movements is fundamental to the new rules for being a successful cooperative in an age of social change. With increasing scrutiny on cooperatives’ public policy statements, social impact scores, and workplace equality indices, social responsibility is rapidly expanding to affect everything from your HR, marketing, and PR strategies to your member benefits, employee retention, and investor relations. 

Some members view the credit union’s role as a trusted steward of financial resources and others demand they become leaders in social change. How do board members and CEOs make sense of the headwinds and create new strategies for maintaining trust, building member relations, and making social impact? These and related issues are addressed in this interactive session by sharing data driven insights and the latest research on the current trajectory of cooperatives’ missions aligned responsibility and impact goals. This includes key initiatives and trends affecting members, employees, and community partners. 
 

Free time
9:30 a.m.–3:00 p.m.

Warm-up Break
3:00–3:30 p.m.

Morning session continued
3:30–6:00 p.m.

Breakfast
7:00 - 7:30 a.m.

General Session
7:30–9:30 a.m.

U.S. Economic Outlook & Its Impact on CUs
Steve Rick, Director, Chief Economist, TruStage

We will discuss how the global economy, the overall financial sector and the labor market will affect the U.S. economy, U.S. interest rates and ultimately credit union balance sheet and earnings performance. Steve Rick will analyze and establish standards against which your credit union’s own performance can be measured. We will also discuss trends of savings and loan activity and weigh the influence of future economic events on growth patterns.
 

Session ends for the day/free time

9:30 a.m.

Breakfast
7:00 - 7:30 a.m.

General Session

7:30–9:30 a.m.

Empowering Leadership and Wellbeing in Credit Unions: Thriving in Today's Landscape
Scott Foster, CEO, Wellco

Explore an inspiring and engaging session exclusively designed for credit union executives and directors at Execu/Summit. This session will delve into the powerful intersection of leadership and wellbeing, essential for navigating challenges successfully.

In this session you will discover the secrets of effective leadership and proactive strategies to steer your credit union towards unprecedented success by cultivating a culture of growth and well-being. Through interactive discussions, real-world examples, and the sharing of best practices, prioritize key areas that will shape your credit union's path to prosperity.
 

Free time
9:30 a.m.–3:00 p.m.

Warm-up Break
3:00–3:30 p.m.

General Session
3:30–6:00 p.m.

Breakfast
7:00–7:30 a.m

General Session 
7:30–9:30 a.m.

Cultivating Growth and Wellness & Program Wrap Up
Scott Foster, CEO, Wellco

This captivating closing session will serve as the culmination of the conference, building upon the principles of effective leadership and wellbeing. We will engage in interactive discussions, explore real-world examples, and share better practices to strategically shape your credit union's path to prosperity.

As we wrap up the conference, this closing session will leave you with a renewed sense of purpose, ready to drive innovation, and create a positive impact on your organization.
 

Execu/Summit Concludes – Safe Travels! 
9:30 a.m.

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 OSMB44A 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).  

Execu/Summit^® 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/Summit^®, 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.
• During your free time 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 includes:

• Welcome Reception
• Five breakfasts
• Three warm up breaks  
• All educational sessions & materials

You can find your information sheet here soon! It will contain 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! This conference meets the following standards:

• CPE credits earned: up to 21.5
• 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.

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.

We arecurrently working on lift ticket details. When available, pease visit the Travel & Lodging tab.