High Performing Board Digital Series

Dr. Nancy Herbert, CEO and Founder, Boardroom Sage, LLC

Seminar runs: July 6-20

Live meeting dates and times:
July 13 & 20, 2021
2:30 - 4:00 p.m. CST

The challenges and opportunities of the 21st Century that face credit unions have created a shift in the types of resources needed in boardrooms. Current research has shown that it is economically productive for boards to focus on developing a diverse composite of member representatives with professional and social human capital intentionally designed to meet the future needs of their credit union. This seminar will explore a framework for enriching your board’s composition and strengthening your board’s governance performance in recruitment, onboarding, retention, and renewal. You will learn strategies for:  

• Identifying potential gaps in board resources 
• Customizing board recruitment to address those gaps 
• Characterizing board cultures conducive to diverse memberships 
• Initiating and conducting crucial conversations about change 
• Focusing on board development and industry trends 
• Making space for board renewal with succession planning  

Dr. Mario Moussa, Professor at Executive Programs at Wharton School of Business; President, Moussa Consulting

Seminar runs: October 5-19, 2021

Live meeting dates and times:
October 12 & 19
2:30 - 4:00 p.m. CST

All boards are teams. Like most teams, they may never reach their full potential unless they pay enough attention to the basics of communication, collaboration, and teamwork. Your board can achieve much better results by doing just a few things well. In this seminar, you will learn:  

• A four-step process designed to remove the typical communication barriers and get people on the same page
• Three core foundations of successful collaboration—shared goals, clear roles, and desired group behaviors related to decision-making and information-sharing
• How to gain insight into different communication styles and adapt you style to enhance collaboration 
• How to distill the essence of strategy down to a few, actionable words
• The process for applying a simple but powerful behavioral change tool called the STAR model 

Margaret Heffernan, Professor of Practice at the University of Bath School of Mangement (UK), Lead Faculty for the Forward Institute’s Responsible Leadership Programme

Seminar runs: January 5-19, 2022

Live meeting dates and times:
January 12 & 19
10:00 - 11:30 a.m. CST

When organizations make poor ethical decisions, it is rarely because of bad people, but because good people didn’t see the problem, didn’t know where to look for information, didn’t feel confident to ask the right questions, or weren’t able to solicit the collaboration of colleagues to do so. That means there is huge potential for improvement. This seminar will engage case studies to help strengthen board members’ capacity to identify ethical issues and develop the skills to address them. You will learn:  

• What stops individuals and organizations from being as ethical as they’d wish to be
• The clues and questions that lead to better decision making 
• What you and your board need to feel confident that your organization is doing its best

Dr. Stephen Morrissette, Visiting Professor of Strategic Management, Booth School of Business, The University of Chicago

Seminar runs: March 30-April 13, 2022

Live meeting dates and times:
April 6 & 13
2:30 - 4:00 p.m. CST

The board has a fiduciary duty to ensure its credit union has a clear strategic path that serves members, provides for sustainable growth, and enhances institutional strength—all while navigating the turbulence of changing technology, new competitors, and evolving member preferences. Without a clear plan, a board can find its credit union falling behind or, worse yet, heading in the wrong direction. This seminar will discuss how to connect high-performing practices in strategic planning to your credit union, and how to apply them to create winning results. You will learn:   

• The board’s role in strategic planning  
• Best practices in strategic planning for high-performing credit unions 
• How to apply and connect best practices to the needs of your credit union 
• How to engage strategy during periods of turbulence -dealing with new technology or fintechs, changing competitors, and economic or pandemic uncertainty

Dr. Kathy Pearson, Adjunct Senior Fellow, Leonard Davis Institute of Health Economics, University of Pennsylvania; President, Enterprise Learning Solutions

Seminar runs: July 5-19, 2022

Live meeting dates and times:
July 12 & 19
2:30 - 4:00 p.m. CST

Research indicates that over two-thirds of major strategic initiatives fail to be executed successfully. This seminar presents current research that identifies critical success factors in translating and progressing from strategy to execution. The role of boards in this translation and execution process will be discussed alongside a consideration of the appropriate and concrete responsibilities for members of credit union boards in raising the probability of successful execution of the institution’s strategy. In this seminar, you will learn how to:  

• Understand the relationship between setting the strategy and implementing the strategy 
• Assess the readiness of the organization for execution of a strategic initiative 
• Identify the key uncertainties in order to build agility into the execution plan 
• Determine the gaps between the current state of the organization and the optimal readiness state of the organization 
• Establish the appropriate role for board members in supporting the strategic execution process 

Ancin Cooley, Founder and Principal, Synergy Credit Union Consulting

Seminar runs: October 4-18, 2022

Live meeting dates and times:
October 11 & 18
2:30 - 4:00 p.m. CST

Enterprise Risk Management (ERM) is a process affected by a credit union’s board of directors and management that is applied in a strategy setting to identify potential events that may affect business. In order to effectively fulfill their role, directors must have a conceptual understanding of the risks that impact credit union earnings and capital. ERM is the most effective means of accomplishing this goal and the glue that holds strategic thinking, optimism, and pragmatic thought together. In this seminar, you will learn:  

• The conceptual framework of ERM 
• The differences between risk appetite, risk tolerance, and risk capacity 
• The benefits of ERM and the common pitfalls to its implementation 
• The key features of credit, talent, liquidity, interest rate, compliance, and strategic risks 

Dr. Y. Sekou Bermiss, Associate Professor, University of North Carolina at Chapel Hill, UNC Kenan-Flagler Business School, Strategy and Entrepreneurship 

Seminar runs: January 5-19, 2023

Live meeting dates and times:
January 12 & 19
2:30 - 4:00 p.m. CST

Sustaining high performance requires that credit union leaders develop informed ways of leveraging the talent of their employees which allows their organizations to function effectively, cope with change, and maintain growth. The emergence of the field of people analytics provides a new approach to managing this issue with a focus on data-driven decision-making. Adopting this approach, however, requires significant organizational changes including a shift in how credit union leaders approach issues around people, process, and culture. Boards play an important role in this shift by advocating for improvements in talent management, advising credit union leaders about the available tools, and guiding them through the transition. In this seminar, you will learn: 

• The role of board role in managing talent development and organizational health 
• The field of people analytics and how it can be a tool that helps resolve issues currently facing credit unions 
• The cultural and organizational factors critical for implementing and executing a strategic talent management initiative 

Dr. Michael Useem, Professor of Management and Director of the Center for Leadership and Change Management at the Wharton School of the University of Pennsylvania

Seminar runs: April 2023

Live meeting dates and times:
TBD

Organizations are finding that initiatives to become more flexible and fast-acting require effective leadership and a supportive culture. The challenge is to build leaders and high-performing teams throughout the organization, and that requires a capacity to think strategically, communicate persuasively, and decide decisively. Leadership at the top is also being strengthened as boards take a more active role in decisions that once belonged largely to the chief executive. However, for all the advantages of increased board engagement, this can raise questions of authority and meddling in day-to-day operations. In this seminar you will learn:   

• How directors at many organizations are developing a new road map–for when to lead, when to partner, and when to stay out of the way  
• Emerging practices that help ensure that governing boards and executive teams are working in partnership to lead the enterprise as high-performing teams

The High-Performing Board Digital Series is intended to support the development of your ENTIRE BOARD. One registration fee includes access for your: 

• Board Chair 
• Directors 
• Board Liaisons 
• CEO 
• Board Committee Members 
• Non-Voting Board Members 
• Associate Board Members 

A total of $9,990 covers your ENTIRE BOARD for this 2-year, 8-seminar program. If you’d prefer to pay $4,995 annually, or require nonmember pricing, call 800.252.2664, or 608.271.2664, ext. 340, or email events@cues.org.

If there are 10 members on your board, your registration fee of $9,990 means your entire board receives a high-quality education for only $125/person per seminar.

When registering your credit union pick one individual to register first and put the series in your cart. Upon doing so, the full price of the series will show up for the first registrant only.

To add more registrants, locate the "Register Another Individual" button at the bottom of the "Confirmation" screen. From here you can add all the members of your board who will be attending this event. 

If you have questions, call 800.252.2664, or 608.271.2664, ext. 340, or email events@cues.org.

Complete all components of this eight seminar series and be awarded a Certificate in Directorship Excellence (CDE) from CUES, a milestone signifying your study, application of key insights, and dedication to your professional development. This prestigious certification honors your outstanding professional development efforts and represents your dedication to the credit union movement.

ALL CANCELLATIONS MUST BE IN WRITING. (cues@cues.org)

• Prior to 120 days – full refund
• 61-120 days before start of event – 50% refund
• 0-60 days before start of event – no refund

Your spot will be secured when payment is received. 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.