Network with Your Peers
Supervisory Committee Development Seminar Attendees by Title
Turn your supervisory committee into a strategic asset.
Under the guidance of an expert, take a deeper look into the impact your supervisory committee’s actions have on your credit union.
You and your fellow committee members act as a watchdog for your financial institution. The lessons you’ll learn at this CUES event are vitally important to your credit union’s bottom line and its future. Attend and explore:
Make sure you are up to the task, and fully understand your roles and responsibilities. Learn more by visiting our “Agenda” tab. Questions? Contact us or email events@cues.org.
Register today!
Supervisory Committee Development Seminar Attendees by Title
Attendees will spend 14 hours learning with their peers.
You will earn up to 15.5 Continuing Professional Education credits for attending Supervisory Committee Development Seminar.
If you’re looking to connect with dedicated, responsible credit union directors, will find them here.
Breakfast & Registration
7:00–8:00 a.m.
General Session
8:00 a.m.–10:00 a.m.
Your Responsibilities as a Committee Member
Ancin Cooley, Principal, Synergy Credit Union Consulting
We will take a deep dive into the key concepts and scenarios that help outline critical lines of defense. Some of the questions asked, and scenarios reviewed in this session will include the following:
Morning Networking Break
10:00-10:15 a.m.
General Session Continued
10:15 a.m.–12:00 p.m.
Lunch
12:00–1:00 p.m.
General Session
1:00–2:15 p.m.
Planning, Execution, and Evaluation
Ancin Cooley, Principal, Synergy Credit Union Consulting
How to approach Planning, Execution, and Evaluation as it pertains to the audit universe. We’ll discuss and evaluate the following in order to better understand the process as well as know and understand the key differences between ERM vs IA.
Afternoon Networking Break
2:15-2:30 p.m.
General Session Continued
2:30–4:00 p.m.
Breakfast
7:00–8:00 a.m.
General Session
8:00–10:00 a.m.
Practical Application
Ancin Cooley, Principal, Synergy Credit Union Consulting
On this day we’ll have an opportunity to work on the Case Study: “Step Up Your Audit Plan” which will allow for a deep dive into practical application by reviewing mock reports and what key questions need to be asked. This case is based on risk assessment and dives into the following:
Morning Networking Break
10:00–10:15 a.m.
General Session Continued
10:15 a.m.–12:00 p.m.
Lunch
12:00–1:00 p.m.
General Session Continued
1:00–2:15 p.m.
Afternoon Networking Break
2:15-2:30 p.m.
General Session Continued
2:30–4:00 p.m.
Supervisory Committee Development Seminar Concludes
4:00 p.m.
Hilton Santa Barbara Beachfront Resort
633 E Cabrillo Blvd
Santa Barbara, CA 93103
805.564.4333
CUES has reserved a limited number of rooms at the Hilton Santa Barbara Beachfront Resort at the discounted rate of $249 per night for single/double occupancy. The rate is good from Saturday, September 17, 2022 – Saturday, September 24, 2022. The hotel offers great amenities, discounted rates, and the best networking opportunities available. Staying within the CUES room block will help keep registration prices down.
Prior to Monday, August 29, 2022, make hotel reservations online or by calling Hilton central reservations at 800.445.8667 and mentioning CUES. Room rates and availability are not guaranteed, so early reservations are recommended. The hotel may accept reservations after Monday, August 29, 2022, based on availability; however, the discounted rooms may be gone before that date.
A daily resort fee of $15 per room per night plus taxes will be charged in addition to the rate above. This includes:
*Remember that all hotel arrangements are strictly between you and the hotel. If you have accessibility needs for your stay, please request those directly with the hotel. In the event your flight is canceled, you are responsible for calling to cancel your room reservation.
Check-in time is 4:00 p.m. and check-out time is at 12:00 a.m. All guests arriving before check-in time may be accommodated as rooms become available, provided such guests elect to pay an early arrival fee (currently $70 between 7:00 a.m. – 10:00 a.m. and $35 between 10:01 a.m. – 12:00 p.m.). The hotel can arrange to check baggage for those arriving early when rooms are unavailable and for guests attending functions on departure day.
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.
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).
Updated: February 21, 2022
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:
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.
CUES Supervisory Committee Development Seminar is for credit union directors, board chairs, board officers, supervisory committee members, CEOs, and past attendees of CUES Director Development Seminar.
Your registration fee includes:
We are currently working on an information packet for this event. It will contain everything you need to know about attend this event, including:
ALL CANCELLATIONS MUST BE IN WRITING. (cues@cues.org)
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.
Yes! Supervisory Committee Development Seminar meets the following standards:
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.
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.
Meal Plan Option (separate registration required):
Your companion is welcome to join you for breakfast, lunch, and afternoon breaks. The cost for the meal plan is $375. A badge is required for these meal functions.
Turn your supervisory committee into a strategic asset.
Under the guidance of an expert, take a deeper look into the impact your supervisory committee’s actions have on your credit union.
You and your fellow committee members act as a watchdog for your financial institution. The lessons you’ll learn at this CUES event are vitally important to your credit union’s bottom line and its future. Attend and explore:
Make sure you are up to the task, and fully understand your roles and responsibilities. Learn more by visiting our “Agenda” tab. Questions? Contact us or email events@cues.org.
Register today!
Supervisory Committee Development Seminar Attendees by Title
Attendees will spend 14 hours learning with their peers.
You will earn up to 15.5 Continuing Professional Education credits for attending Supervisory Committee Development Seminar.
If you’re looking to connect with dedicated, responsible credit union directors, will find them here.
Breakfast & Registration
7:00–8:00 a.m.
General Session
8:00 a.m.–10:00 a.m.
Your Responsibilities as a Committee Member
Ancin Cooley, Principal, Synergy Credit Union Consulting
We will take a deep dive into the key concepts and scenarios that help outline critical lines of defense. Some of the questions asked, and scenarios reviewed in this session will include the following:
Morning Networking Break
10:00-10:15 a.m.
General Session Continued
10:15 a.m.–12:00 p.m.
Lunch
12:00–1:00 p.m.
General Session
1:00–2:15 p.m.
Planning, Execution, and Evaluation
Ancin Cooley, Principal, Synergy Credit Union Consulting
How to approach Planning, Execution, and Evaluation as it pertains to the audit universe. We’ll discuss and evaluate the following in order to better understand the process as well as know and understand the key differences between ERM vs IA.
Afternoon Networking Break
2:15-2:30 p.m.
General Session Continued
2:30–4:00 p.m.
Breakfast
7:00–8:00 a.m.
General Session
8:00–10:00 a.m.
Practical Application
Ancin Cooley, Principal, Synergy Credit Union Consulting
On this day we’ll have an opportunity to work on the Case Study: “Step Up Your Audit Plan” which will allow for a deep dive into practical application by reviewing mock reports and what key questions need to be asked. This case is based on risk assessment and dives into the following:
Morning Networking Break
10:00–10:15 a.m.
General Session Continued
10:15 a.m.–12:00 p.m.
Lunch
12:00–1:00 p.m.
General Session Continued
1:00–2:15 p.m.
Afternoon Networking Break
2:15-2:30 p.m.
General Session Continued
2:30–4:00 p.m.
Supervisory Committee Development Seminar Concludes
4:00 p.m.
Hilton Santa Barbara Beachfront Resort
633 E Cabrillo Blvd
Santa Barbara, CA 93103
805.564.4333
CUES has reserved a limited number of rooms at the Hilton Santa Barbara Beachfront Resort at the discounted rate of $249 per night for single/double occupancy. The rate is good from Saturday, September 17, 2022 – Saturday, September 24, 2022. The hotel offers great amenities, discounted rates, and the best networking opportunities available. Staying within the CUES room block will help keep registration prices down.
Prior to Monday, August 29, 2022, make hotel reservations online or by calling Hilton central reservations at 800.445.8667 and mentioning CUES. Room rates and availability are not guaranteed, so early reservations are recommended. The hotel may accept reservations after Monday, August 29, 2022, based on availability; however, the discounted rooms may be gone before that date.
A daily resort fee of $15 per room per night plus taxes will be charged in addition to the rate above. This includes:
*Remember that all hotel arrangements are strictly between you and the hotel. If you have accessibility needs for your stay, please request those directly with the hotel. In the event your flight is canceled, you are responsible for calling to cancel your room reservation.
Check-in time is 4:00 p.m. and check-out time is at 12:00 a.m. All guests arriving before check-in time may be accommodated as rooms become available, provided such guests elect to pay an early arrival fee (currently $70 between 7:00 a.m. – 10:00 a.m. and $35 between 10:01 a.m. – 12:00 p.m.). The hotel can arrange to check baggage for those arriving early when rooms are unavailable and for guests attending functions on departure day.
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.
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).
Updated: February 21, 2022
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:
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.
CUES Supervisory Committee Development Seminar is for credit union directors, board chairs, board officers, supervisory committee members, CEOs, and past attendees of CUES Director Development Seminar.
Your registration fee includes:
We are currently working on an information packet for this event. It will contain everything you need to know about attend this event, including:
ALL CANCELLATIONS MUST BE IN WRITING. (cues@cues.org)
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.
Yes! Supervisory Committee Development Seminar meets the following standards:
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.
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.
Meal Plan Option (separate registration required):
Your companion is welcome to join you for breakfast, lunch, and afternoon breaks. The cost for the meal plan is $375. A badge is required for these meal functions.
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