Network with Your Peers
Execu/Summit Attendees by Title
One of the Industry's Most Distinctive Conferences
CUES Execu/Summit is a truly unique, can’t miss event for those wanting to set themselves and their CU up for success! Execu/Summit’s distinctive schedule bookends educational sessions around free time, giving you plenty of time to learn, network and explore beautiful scenery—a perfect combination.
Execu/Summit topics were selected to give you what you need to take your organization’s performance to the next level. This year’s topics are:
- Bankruption
- Setting Expectations for Information Technology: A Governance Model for Boards and Executive Leadership
- The Road Ahead
- The State of Credit Union Governance 2020: Understanding the Key Governance Issues Facing Credit Unions Today
- CEO and Board Succession Planning: Securing the Future
Register before January 23, 2020 to get the lowest rate!
I found talking with people in various sized CUs and gaining their perspectives on issues that I’m dealing with highly valuable.
-
18
Attendees of CUES 2019 Execu/Summit spent 18 hours learning with their peers.
-
21.5
You will earn up to 21.5 Continuing Professional Education credits for attending Execu/Summit.
Why Attend?
You will:
- 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.
- Experience personal relationship growth during the planned networking times. CUES’ intimate learning environment lends itself to open discussion, but the group problem-solving sets it apart.
- Notice our speakers are highly-respected experts in their fields.
- Enjoy the nontraditional schedule, with its unique balance of classroom learning and free time for networking, reflection, and activities, which leads to better retention. You’ll head back to your credit union with many new ideas to implement.
- You’ll be in beautiful Park City for an entire week!
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.
Agenda
*Topics & speakers subject to change.
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.
Session
8:00–9:30 a.m.
Bankruption
John Waupsh, Chief Innovation Officer, Kasasa; Speaker; Author, Bankruption; Credit Union Innovation Mentor
Profound changes to the community banking model are forcing executives to re-examine their approach to consumer engagement. Join John as he shares the aspects of banking that have changed, and how progressive credit unions are successfully adapting to this shift. You’ll discover quick, practical and long-term strategic moves that will set your credit union up for decades of success to come.
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.
Bankruption
Breakfast
7:00–7:30 a.m.
Session
7:30–9:30 a.m.
Setting Expectations for Information Technology: A Governance Model for Boards and Executive Leadership
Butch Leonardson, Information Technology Advisor to CIOs, Boards and Executive Teams, Regional Leadership Forum
Your credit union’s information technology performance affects every part of your institution, including operations, member experience, efficiency ratios, revenue and innovation. Simply reviewing IT spending annually is no longer enough to ensure your IT team is doing everything it can to lift your CU’s performance.
Join Butch as he shares a practical model you can use to set expectations for your IT organization. The model is one you’ll find useful not only strategically and operationally, but as a guide to set IT roadmaps, as well.
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.
Setting Expectations for Information Technology: A Governance Model for Boards and Executive Leadership
Breakfast
7:00–7:30 a.m.
Session
7:30–10:00 a.m.
The Road Ahead—an Economic Outlook
Catherine Putney, Economist, ITR Economics™
According to ITR Economics, maintaining 2018’s growth will be a challenge for some companies; the successful ones will be those that utilize internal drivers, rather than simply riding on economic tailwinds.
We’ll start this session with an exploration of current leading economic indicators such as tariffs, taxes, consumer trends, interest rates, housing, and employment, to offer insight into what’s to come. Then, Catherine will offer economics tools you can use once you return home, giving you an upper hand in the coming years.
Free time/Day Ended
10:00 a.m.
Breakfast
7:00–7:30 a.m.
Session
7:30–9:30 a.m.
The State of Credit Union Governance 2020: Understanding the Key Governance Issues
Facing Credit Unions Today
Michael G. Daigneault, CEO and Cofounder, Quantum Governance, L3C
You won’t want to miss this session to learn how your credit union’s board, CEO and management team can benefit from the insights that will come from The State of Credit Union Governance 2020 report!
In 2018, Quantum Governance, in partnership with CUES, released The State of Credit Union Governance: Five Data-Driven Recommendations for Future Success. This ground-breaking report shed light on key findings from across the credit union industry and provided actionable recommendations to help credit union board members, supervisory/audit committee members, and CEOs strengthen their governance policies, practices and procedures.
This year, Quantum Governance and CUES are partnering with the researchers at the David & Sharon Johnston Centre for Corporate Governance Innovation, Rotman School of Management, at the University of Toronto, to issue The State of Credit Union Governance 2020. With updates to the 2018 data and in looking beyond its findings, the 2020 report will explore additional topics of diversity in the boardroom, succession planning, effective board meetings and more.
The 2020 report will be released just weeks before we meet at Execu/Summit. Michael, one of the report’s lead authors, will lead us through a discussion of the report’s key findings.
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.
The State of Credit Union Governance 2020: Understanding the Key Governance Issues Facing Credit Unions Today
Breakfast
7:00–7:30 a.m
Session
7:30–9:30 a.m.
CEO and Board Succession Planning: Securing the Future
C. Alan Peppers, Owner/Advisor, CAP Advisory Services
Leadership continuity is a key success factor for any organization. Forward-thinking boards create comprehensive succession policies at the executive and board levels critical for guiding recruitment and selection of the leadership expertise required to lead the credit union.
CEO succession guidelines provide the board of directors a process that may be used for an orderly, seamless, and successful transition to minimize any disruption to the credit union. Board succession guidelines provide the roadmap for identifying, recruiting and selecting new board members and board leadership that secures the continuity of board governance. This interactive session will cover the four steps of the CEO succession planning process, as well as cover the basics of board succession guidelines.
Execu/Summit concludes
9:30 a.m.
Hotel
Westgate Park City Resort & Spa
3000 Canyons Resorts Drive
Park City, Utah, 84098
435.655.2240
Rates at Westgate Park City Resort & Spa are:
Studio: $250 single/double
1-Bedroom Suite: $365 single/double
Make reservations prior to February 14, 2020, by calling the Westgate Park City Resort & Spa directly at 877-502-7058 and give them the group code of 65-373 CUES Execu/Summit. If you do not provide this information to the reservation agent your reservation will not be booked properly resulting in paying the full BAR rate for the event.
The hotel will accept reservations after February 14th based on availability; however, due to the height of ski season rooms may be sold out prior to this date. Staying within CUES’ room block will help keep registration prices down. Hotel arrangements are strictly between you and the hotel.
Check-in: 4:00 p.m. Check-out: 10:00 a.m.
There is a $30 plus tax daily resort fee per room per night that has been waived for attendees staying within the CUES block. This includes:
- Nightly Turndown Service
- Valet Parking
- Wi-Fi Internet Access & Local Calls
- Fitness Center & Sports Court Access
- Business Center
- Ski Valet Service, Ski Locker Room & Storage
- Concierge Services
*Remember that all hotel arrangements are strictly between you and the hotel. In the event your flight is canceled, you are responsible for calling to cancel your room reservation.
Parking
The Westgate Park City Resort & Spa has complimentary valet parking.
Tax Exemption Information
Attendees coming from Federal Credit Unions will need to present their own tax-exempt form at the time of check in. The funds cannot be paid from a personal account. In addition, you must present a tax ID number matching the government brand embossed on the credit card or check.
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 09FP4115. 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.
Airport
The Westgate Park City Resort & Spa is located approximately 34 miles from the Salt Lake City International Airport. Approximate drive time is 45 minutes from the airport to the hotel.
Airport to Hotel
Taxi service is approximately $99 one way. Uber and Lyft service is approximately $45 one way.
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 or through the Hertz Meeting Sales Desk in the U.S. at 800.654.2240, from within Canada call 800.263.0600; refer to meeting CV#02ZG0016.
FAQs
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.
- You’ll enjoy free time in Park City, 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 includes:
- Welcome Reception
- Five breakfasts
- Three warm up breaks
- All educational sessions & materials
We're working on an information sheet, which we'll post here for you soon. It will contain 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
Yes! This conference meets the following standards:
- CPE credits earned: up to 23
- 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; 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.
One of the Industry's Most Distinctive Conferences
CUES Execu/Summit is a truly unique, can’t miss event for those wanting to set themselves and their CU up for success! Execu/Summit’s distinctive schedule bookends educational sessions around free time, giving you plenty of time to learn, network and explore beautiful scenery—a perfect combination.
Execu/Summit topics were selected to give you what you need to take your organization’s performance to the next level. This year’s topics are:
- Bankruption
- Setting Expectations for Information Technology: A Governance Model for Boards and Executive Leadership
- The Road Ahead
- The State of Credit Union Governance 2020: Understanding the Key Governance Issues Facing Credit Unions Today
- CEO and Board Succession Planning: Securing the Future
Register before January 23, 2020 to get the lowest rate!
I found talking with people in various sized CUs and gaining their perspectives on issues that I’m dealing with highly valuable.
Network with Your Peers
Execu/Summit Attendees by Title
-
18
Attendees of CUES 2019 Execu/Summit spent 18 hours learning with their peers.
-
21.5
You will earn up to 21.5 Continuing Professional Education credits for attending Execu/Summit.
Why Attend?
You will:
- 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.
- Experience personal relationship growth during the planned networking times. CUES’ intimate learning environment lends itself to open discussion, but the group problem-solving sets it apart.
- Notice our speakers are highly-respected experts in their fields.
- Enjoy the nontraditional schedule, with its unique balance of classroom learning and free time for networking, reflection, and activities, which leads to better retention. You’ll head back to your credit union with many new ideas to implement.
- You’ll be in beautiful Park City for an entire week!
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.
Agenda
*Topics & speakers subject to change.
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.
Session
8:00–9:30 a.m.
Bankruption
John Waupsh, Chief Innovation Officer, Kasasa; Speaker; Author, Bankruption; Credit Union Innovation Mentor
Profound changes to the community banking model are forcing executives to re-examine their approach to consumer engagement. Join John as he shares the aspects of banking that have changed, and how progressive credit unions are successfully adapting to this shift. You’ll discover quick, practical and long-term strategic moves that will set your credit union up for decades of success to come.
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.
Bankruption
Breakfast
7:00–7:30 a.m.
Session
7:30–9:30 a.m.
Setting Expectations for Information Technology: A Governance Model for Boards and Executive Leadership
Butch Leonardson, Information Technology Advisor to CIOs, Boards and Executive Teams, Regional Leadership Forum
Your credit union’s information technology performance affects every part of your institution, including operations, member experience, efficiency ratios, revenue and innovation. Simply reviewing IT spending annually is no longer enough to ensure your IT team is doing everything it can to lift your CU’s performance.
Join Butch as he shares a practical model you can use to set expectations for your IT organization. The model is one you’ll find useful not only strategically and operationally, but as a guide to set IT roadmaps, as well.
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.
Setting Expectations for Information Technology: A Governance Model for Boards and Executive Leadership
Breakfast
7:00–7:30 a.m.
Session
7:30–10:00 a.m.
The Road Ahead—an Economic Outlook
Catherine Putney, Economist, ITR Economics™
According to ITR Economics, maintaining 2018’s growth will be a challenge for some companies; the successful ones will be those that utilize internal drivers, rather than simply riding on economic tailwinds.
We’ll start this session with an exploration of current leading economic indicators such as tariffs, taxes, consumer trends, interest rates, housing, and employment, to offer insight into what’s to come. Then, Catherine will offer economics tools you can use once you return home, giving you an upper hand in the coming years.
Free time/Day Ended
10:00 a.m.
Breakfast
7:00–7:30 a.m.
Session
7:30–9:30 a.m.
The State of Credit Union Governance 2020: Understanding the Key Governance Issues
Facing Credit Unions Today
Michael G. Daigneault, CEO and Cofounder, Quantum Governance, L3C
You won’t want to miss this session to learn how your credit union’s board, CEO and management team can benefit from the insights that will come from The State of Credit Union Governance 2020 report!
In 2018, Quantum Governance, in partnership with CUES, released The State of Credit Union Governance: Five Data-Driven Recommendations for Future Success. This ground-breaking report shed light on key findings from across the credit union industry and provided actionable recommendations to help credit union board members, supervisory/audit committee members, and CEOs strengthen their governance policies, practices and procedures.
This year, Quantum Governance and CUES are partnering with the researchers at the David & Sharon Johnston Centre for Corporate Governance Innovation, Rotman School of Management, at the University of Toronto, to issue The State of Credit Union Governance 2020. With updates to the 2018 data and in looking beyond its findings, the 2020 report will explore additional topics of diversity in the boardroom, succession planning, effective board meetings and more.
The 2020 report will be released just weeks before we meet at Execu/Summit. Michael, one of the report’s lead authors, will lead us through a discussion of the report’s key findings.
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.
The State of Credit Union Governance 2020: Understanding the Key Governance Issues Facing Credit Unions Today
Breakfast
7:00–7:30 a.m
Session
7:30–9:30 a.m.
CEO and Board Succession Planning: Securing the Future
C. Alan Peppers, Owner/Advisor, CAP Advisory Services
Leadership continuity is a key success factor for any organization. Forward-thinking boards create comprehensive succession policies at the executive and board levels critical for guiding recruitment and selection of the leadership expertise required to lead the credit union.
CEO succession guidelines provide the board of directors a process that may be used for an orderly, seamless, and successful transition to minimize any disruption to the credit union. Board succession guidelines provide the roadmap for identifying, recruiting and selecting new board members and board leadership that secures the continuity of board governance. This interactive session will cover the four steps of the CEO succession planning process, as well as cover the basics of board succession guidelines.
Execu/Summit concludes
9:30 a.m.
Hotel
Westgate Park City Resort & Spa
3000 Canyons Resorts Drive
Park City, Utah, 84098
435.655.2240
Rates at Westgate Park City Resort & Spa are:
Studio: $250 single/double
1-Bedroom Suite: $365 single/double
Make reservations prior to February 14, 2020, by calling the Westgate Park City Resort & Spa directly at 877-502-7058 and give them the group code of 65-373 CUES Execu/Summit. If you do not provide this information to the reservation agent your reservation will not be booked properly resulting in paying the full BAR rate for the event.
The hotel will accept reservations after February 14th based on availability; however, due to the height of ski season rooms may be sold out prior to this date. Staying within CUES’ room block will help keep registration prices down. Hotel arrangements are strictly between you and the hotel.
Check-in: 4:00 p.m. Check-out: 10:00 a.m.
There is a $30 plus tax daily resort fee per room per night that has been waived for attendees staying within the CUES block. This includes:
- Nightly Turndown Service
- Valet Parking
- Wi-Fi Internet Access & Local Calls
- Fitness Center & Sports Court Access
- Business Center
- Ski Valet Service, Ski Locker Room & Storage
- Concierge Services
*Remember that all hotel arrangements are strictly between you and the hotel. In the event your flight is canceled, you are responsible for calling to cancel your room reservation.
Parking
The Westgate Park City Resort & Spa has complimentary valet parking.
Tax Exemption Information
Attendees coming from Federal Credit Unions will need to present their own tax-exempt form at the time of check in. The funds cannot be paid from a personal account. In addition, you must present a tax ID number matching the government brand embossed on the credit card or check.
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 09FP4115. 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.
Airport
The Westgate Park City Resort & Spa is located approximately 34 miles from the Salt Lake City International Airport. Approximate drive time is 45 minutes from the airport to the hotel.
Airport to Hotel
Taxi service is approximately $99 one way. Uber and Lyft service is approximately $45 one way.
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 or through the Hertz Meeting Sales Desk in the U.S. at 800.654.2240, from within Canada call 800.263.0600; refer to meeting CV#02ZG0016.
FAQs
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.
- You’ll enjoy free time in Park City, 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 includes:
- Welcome Reception
- Five breakfasts
- Three warm up breaks
- All educational sessions & materials
We're working on an information sheet, which we'll post here for you soon. It will contain 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
Yes! This conference meets the following standards:
- CPE credits earned: up to 23
- 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; 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.