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

Breakfast
7:00–7:30 a.m.

Introduction and CUES updates
7:30–7:45 a.m.

General Session
7:45–9:30 a.m.

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.

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.

Economic Update
7:30–9:30 a.m.

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.

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.

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

Separate registration required

Your companion is welcome to join you at the Welcome Reception, as well as register for any of our optional activities. A companion meal program is also available, which includes breakfast Monday through Wednesday. The cost for the meal plan is $495. A badge is required for these meal functions.
 

Westgate Park City Resort & Spa is 33 miles or about 35 minutes from Salt Lake City International Airport (SLC).

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 SMB3601 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.

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.

If you’re planning to hit the slopes during the event, the mountain offers discounted lift tickets with a voucher. 
 
To secure your vouchers, select the type of voucher needed during registration or email events@cues.org with the following information:

• Number of adult lift tickets (ages 18–64)
• Number of non-adult lift tickets (Child 7–12 | Teen 13–17 | Senior 65+) 

You’ll receive your lift ticket vouchers when you check in at the seminar. Vouchers can be redeemed at the lift ticket office to purchase discounted tickets for the number of days you choose.
 
Please note: If you have an IKON Pass, visit their website for any reservation requirements.

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.

Optional Event
9:30 – 11:30 a.m.

The USS Midway Private Tour
(Separate Registration Required)

Embark on a private tour of the USS Midway Museum, an authentic naval aircraft carrier that offers an unforgettable journey through American naval history. This 69,000-ton warship features over 60 immersive exhibits and 29 restored aircrafts, each telling a powerful story of courage, innovation, and service.

Pre-Conference Workshop
1:00 – 4:00 p.m.  
$195 Members; $395 Nonmembers

Success Planning for Credit Union Leaders
Chad Helminak, VP/Talent Development Programming, CUES
Guest Speakers: Deedee Meyers, CEO of DDJ Myers; Peter Myers, Senior VP at DDJ Myers

This workshop will provide credit union directors with insights and tools to support leadership continuity and long-term organizational success. Participants will explore and share best practices for board succession planning and talent development and walk away with ideas and resources to prepare for future leadership transitions.

To register, email events@cues.org.

Conference Registration & Welcome Party
4:00 – 5:30 p.m.

Conference Information Desk
7:00 a.m. – 3:00 p.m.

Breakfast
7:00 – 8:00 a.m.

Welcome to CUES Directors Conference & Opening General Session
8:00 – 9:45 a.m.

Unstoppable Resilience: Developing the Mindset of Champions
Mark DeVolder, Global Change Management Expert 

Resilience is the quintessential element (aka. secret sauce) behind champions and successful teams. This highly actionable keynote teaches the audience how to instill this mindset into the DNA of their culture and team. This opening session will speak to leaders and teams who are responsible for driving high performance amidst change and disruption, as well as those seeking to build a resilient culture within their teams and across their organizations. Participants will leave equipped with the ability to cultivate a growth mindset rooted in unlimited potential, even in the face of adversity, stress, and disruption. They will gain practical strategies to enhance elastic thinking, embrace continuous learning, and develop unstoppable perseverance. Additionally, the program will provide the motivation and tools needed to foster innovation, creativity, and a healthy appetite for risk-taking in both their personal and professional lives.

Spouse Guest Program
8:45 a.m. – 3:00 p.m.

The Private San Diego Highlights Tour
(Separate Registration Required)

This thoughtfully curated tour offers the perfect blend of San Diego’s top landmarks, cultural treasures, and natural beauty, giving you a rich and memorable experience of America’s Finest City.

Networking Refreshment Break
9:45 – 10:05 a.m.

Breakout Sessions
10:05 – 11:05 a.m.

Succession Planning: It’s Not Optional
Yvonne Evers, Founder & CEO, SUCCESSIONapp, LLC

Whether you're looking to comply with the recent NCUA ruling or just want to implement succession planning as a good business practice at your credit union, there has never been a more critical time to be doing succession planning – both for your boards and your management teams. We are in the middle of what is being called a Silver Tsunami with over 10,000 people a day reaching retirement age. Are you ready for what this means for your credit union? In this session we will talk about how the high rate of retirements happening now and in the foreseeable future, are affecting credit unions across the country. During the session, we will ask the group specific questions regarding succession planning practices, and provide immediate feedback to you, so you know what your peers are doing! I will also give you some strategies to consider, to help your credit union during this challenging time. I will talk about the succession planning steps for both boards and management and how this can be a game changer for your credit union.

Managing a Multi-Generational Workforce, Membership, and Movement
Jill Nowacki, President/CEO, Humanidei 

The future of the credit union system depends on understanding, and incorporating, the next generations of employees, leaders, members, and supporters. For the first time in history, five generations are simultaneously represented in the workplace. This session will present demographic data about today’s workforce and survey the challenges and opportunities presented by the mix of so many generations in both the workforce and among our consumer membership base. Join Jill Nowacki for this entertaining and educational opportunity that will allow you to walk away with actionable strategies you can use to engage today’s diverse workforce in better service to your members. 

Differentiation, Strategy & Organic Growth
Cisco Malpartida Smith, Managing Director, SRM 

In a rapidly evolving financial landscape, credit unions face unique challenges, and opportunities, in standing out, building sustainable strategies, and achieving organic growth. This interactive session will explore how credit unions can carve out a distinct identity, develop focused strategies, and drive growth from within. Through real-world examples, group discussion, and a hands-on exercise, participants will leave with actionable ideas to differentiate their credit union, align strategy with member needs, and unlock new avenues for organic growth. 

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

The presentation will discuss how the new administration, 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.  We will analyze and establish standards against which your credit union’s own performance can be measured.  This session will also identify trends of savings and loan activity and weigh the influence of future economic events on growth patterns out into 2026. 
 

Networking/Travel Time
11:05 – 11:20 a.m.

Breakout Sessions (repeated from 10:05 a.m.)
11:20 a.m. – 12:20 p.m.

Luncheon & Distinguished Director Award Presentation
12:20 – 1:25 p.m.

Networking/Travel Time
1:25 – 1:35 p.m.

Round Tables
1:35 – 2:35 p.m.

Networking/Travel Time
2:35 – 2:45 p.m.

General Session
2:45 – 3:45 p.m.

AI Insights: Today’s Capabilities and Tomorrow’s Potential
Steve Brown, AI Expert & Futurist

AI’s capabilities continue to amaze, and the field is advancing at a breakneck pace. Companies are scrambling to build an informed AI strategy and individuals are figuring out how to remain relevant in the workplace of the future. In this fast paced, inspiring, and informative keynote, AI futurist Steve Brown uses beautiful imagery, videos, and storytelling to explain AI in accessible terms, demonstrates its latest capabilities, and explains how companies and individuals can prepare to surf the ongoing AI wave.

Concluding Connections
3:45 – 4:00 p.m.

Conference Information Desk
7:00 a.m. – 12:00 p.m.

Breakfast
7:00 – 8:00 a.m.

Welcome Back & General Session
8:00 – 9:20 a.m.

Build for Tomorrow: Lessons for Adapting to Change
Jason Feifer, Editor-in-Chief, Entrepreneur Magazine

Times of great disruption can be times of great opportunity, but how do you take advantage of it? In this high energy keynote, Jason Feifer breaks down an actionable strategy for navigating moments of disruption, whether they’re giant (like the pandemic) or more specific (internal reorgs or shifts in industries). Change is tough, but it’s also a thrilling time filled with almost limitless opportunities for positive change and growth. Jason argues that all change happens in four phases: First we panic, then we adapt, then we find a new normal, and then we reach Wouldn’t Go Back, the moment in which we develop something so new and valuable to our lives and careers that we say, “I wouldn’t want to go back to a time before I had this.” Jason offers a way to reframe relationships with change, spot opportunity in the once impossible, and get to Wouldn’t Go Back.

Networking/Travel Time
9:20 – 9:40 a.m.

Breakout Sessions
9:40 – 10:40 a.m.

Credit Union Board Renewal: A Pressing Need 
Panelists from Red Rocks Credit Union: Darius Wise, CEO, Joeri Carty, Board Chair, Tiffany Watts, Vice Chair
Moderator: Chad Helminak, VP/Talent Development Programming, CUES 

As the average age of credit union members continues to rise, it’s no surprise that boardrooms are aging in parallel. This demographic trend poses a critical challenge to the long-term vitality of the credit union movement. To remain relevant, resilient, and responsive to the evolving needs of members, credit unions must prioritize board renewal. In this moderated panel discussion, a facilitator will guide a candid conversation exploring why board renewal is not just a strategic opportunity but a necessity. Panelists will share practical, sustainable steps credit unions can take to infuse their boards with fresh perspectives and diverse voices, particularly from younger generations. A new wave of directors can catalyze innovation, energize leadership, and help credit unions better connect with emerging member segments. 

Key discussion topics will include:

• How to initiate the board renewal process
• Evolving governance structures to support and incentivize renewal
• Leveraging board transformation to drive broader leadership and membership revitalization

Join this moderator-led panel, for insights into how your credit union can lead the way in shaping a more dynamic, inclusive, and future-ready movement. 
 

Networking Refreshment Break
10:40 – 11:00 a.m.

Breakout Sessions (repeated from 9:40 a.m.)
11:00 a.m. – 12:00 p.m.

Optional Event
12:45. – 3:30 p.m.

The USS Midway Private Tour
(Separate Registration Required)

Embark on a private tour of the USS Midway Museum, an authentic naval aircraft carrier that offers an unforgettable journey through American naval history. This 69,000-ton warship features over 60 immersive exhibits and 29 restored aircrafts, each telling a powerful story of courage, innovation, and service.

Optional Event
12:45. – 3:30 p.m.

The Ultimate Coastal Tour
(Separate registration required)

Embark on a breathtaking journey along San Diego’s stunning coastline, where natural beauty and dramatic landscapes take center stage. This tour offers a refreshing contrast to the city-focused highlights tour, showcasing the region’s most awe-inspiring views.

Conference Information Desk
7:00 – 10:00 a.m.

Breakfast
7:00 – 8:00 a.m.

Wednesday Welcome & General Session
8:00 – 9:20 a.m.

Advocacy Update: Defending the Credit Union Mission in a Shifting Landscape
Jason Stverak, Chief Advocacy Officer, Defense Credit Union Council 

Credit unions are at a pivotal moment, facing intensifying legislative, regulatory, and competitive pressures that threaten their ability to serve members and fulfill their mission. This session offers a high-level briefing on the most pressing legislative and regulatory challenges facing credit unions, including ongoing efforts to preserve the credit union tax exemption, combat regulatory overreach, and correct misconceptions about our structure and purpose. With special attention to the role of defense credit unions in supporting financial readiness, this session will underscore why unified advocacy, and active board engagement, is essential to protecting and advancing the CU movement. 

Networking Refreshment Break
9:20 – 9:40 a.m.

Closing General Session
9:40 – 10:45 a.m.

The Practice of Hope: Action Oriented Approaches to Uncertainty
Amy Downs, Author and Motivational Speaker

When the Oklahoma City bombing claimed 168 lives, Amy Downs was among the last survivors pulled from the rubble. In the aftermath of unimaginable tragedy, she not only rebuilt her life but went on to become the President and CEO of Allegiance Credit Union, leading it to over 400% growth. In this powerful and inspiring session, Amy shares lessons from her journey and her book, Hope Is a Verb. With candor and clarity, she offers practical strategies for leading through crisis, fostering resilience, and creating a culture that grows stronger in the face of adversity. This is a message of transformation, of how hope, when paired with action, becomes a force for enduring change.

Final Insights
10:45 – 11:00 a.m.

Conclusion of Conference, Safe Travels!
11:00 a.m.

The Manchester Grand Hyatt San Diego is 3 miles or about 10 minutes from San Diego International Airport (SAN).

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 SMB3601 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).  

Sunday, December 7
9:30 a.m.–11:00 a.m.
$195/person 

Embark on a private tour of the USS Midway Museum, an authentic naval aircraft carrier that offers an unforgettable journey through American naval history. This 69,000-ton warship features over 60 immersive exhibits and 29 restored aircrafts, each telling a powerful story of courage, innovation, and service.

Explore the inner workings of life at sea as you walk through the ship’s galleys, officer’s quarters, and sleeping areas. Every corner of the Midway offers a glimpse into the challenges and camaraderie of naval life.

Anchored in the heart of “Navy Town USA” and majestically overlooking San Diego’s iconic harbor, the USS Midway is more than a museum—it’s a living tribute to those who served aboard her. 

Join us for a truly immersive experience, where every exhibit and aircraft ignites a deeper appreciation for the naval forces that safeguard our seas. 
 

Tuesday, December 9
1:00 p.m.– 4:00 p.m.
$345/person

Embark on a breathtaking journey along San Diego’s stunning coastline, where natural beauty and dramatic landscapes take center stage. This tour offers a refreshing contrast to the city-focused highlights tour, showcasing the region’s most awe-inspiring views.

We’ll begin at the historic Cabrillo National Monument, where panoramic views of the Pacific Ocean and San Diego Bay set the tone for the day. Explore the Old Point Loma Lighthouse, wander through fascinating tide pools, and learn about the early explorers who first landed on these shores.

Next, we visit the dramatic Sunset Cliffs in Ocean Beach, where waves crash against rugged sandstone formations, creating one of the most photogenic spots in the city. From there, we head to Mission Bay, a vast aquatic playground known for its calm waters and popularity with kayakers, paddleboarders, and sailors.
 
The journey continues to the world-renowned Glider Port, where hang gliders and paragliders soar above the cliffs. We conclude at Torrey Pines State Natural Reserve, a pristine coastal park known for its rare Torrey pine trees, dramatic bluffs, and some of the most scenic hiking trails in California.

Tuesday, December 9
1:30 p.m.– 3:00 p.m.
$195/person 

Embark on a private tour of the USS Midway Museum, an authentic naval aircraft carrier that offers an unforgettable journey through American naval history. This 69,000-ton warship features over 60 immersive exhibits and 29 restored aircrafts, each telling a powerful story of courage, innovation, and service.

Explore the inner workings of life at sea as you walk through the ship’s galleys, officer’s quarters, and sleeping areas. Every corner of the Midway offers a glimpse into the challenges and camaraderie of naval life.

Anchored in the heart of “Navy Town USA” and majestically overlooking San Diego’s iconic harbor, the USS Midway is more than a museum—it’s a living tribute to those who served aboard her. 

Join us for a truly immersive experience, where every exhibit and aircraft ignites a deeper appreciation for the naval forces that safeguard our seas. 

Monday, December 8
9:00 a.m.– 2:00 p.m.
$695/person 

Experience the best of San Diego on this comprehensive, all-in-one tour, highlighting the city’s most iconic landmarks, vibrant neighborhoods, and breathtaking scenery.

We’ll begin with a visit to Coronado Island, renowned for its pristine beaches and the historic Hotel del Coronado. From there, we’ll head to the Historic Gaslamp Quarter, where charming Victorian architecture meets a lively urban atmosphere filled with shops, dining and entertainment.

Next, explore the cultural heart of the city—Balboa Park. For lunch, we’ll stop at Felipe’s in Little Italy, a beloved local favorite known for its authentic Italian flavors and warm, welcoming ambiance.

The tour continues to La Jolla, affectionately known as the “Jewel of San Diego.” We’ll ascend Mount Soledad, where you’ll be treated to 360-degree panoramic views of the city, coastline, and surrounding mountains. Then, we’ll visit La Jolla Shores, a serene, family-friendly beach, and the picturesque La Jolla Cove, where playful sea lions and seals bask in the sun along the rocky shoreline.

This thoughtfully curated tour offers the perfect blend of San Diego’s top landmarks, cultural treasures, and natural beauty, giving you a rich and memorable experience of America’s Finest City.

Separate registration required

Your companion is welcome to join you at the Welcome Reception on Sunday, as well as register for any of our optional activities. We also offer a companion meal program, which includes breakfast Monday through Wednesday for $325 USD.

CUES Directors Conference is for credit union directors, board chairs, board officers, supervisory committee members, board liaisons, and CEOs. Consider sending your entire board so your group can benefit from learning and participating in discussions together, and heading home on the same page.

We can also help you arrange a board meeting while you’re at Directors Conference, contact us at events@cues.org and let us know you’d like the details.
 

In addition to the great content and speakers we have lined up, your registration includes:

• Welcome Reception for attendees & their guest (Sunday)
• Three breakfasts (Monday, Tuesday, and Wednesday)
• Luncheon on Monday
• All educational sessions and materials
   

Yes! Please join us for our Pre-Conference Workshop: Success Planning for Credit Union Leaders on Sunday, December 7 from 1:00 – 4:00 p.m. The cost is $195 for members; $395 for nonmembers. To register, email events@cues.org. 

Yes! This conference meets the following standards:

• CPE credits earned: up to 12
• 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.
 

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.
 

Suggested dress for the conference is resort casual attire. Although we try to keep meeting room temperatures comfortable, we suggest you bring a sweater or jacket. 

Your companion is welcome to join you at the Welcome Reception on Sunday, as well as register for any of our optional activities. We also offer a companion meal program, which includes breakfast Monday through Wednesday for $325 USD.

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
   

INFO SHEET

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.

Registration & Welcome Reception

4:30 – 6:30 p.m. 

Breakfast

6:45 – 7:30 a.m.

Welcome & Announcements

7:30 – 7:45 a.m.

General Session

7:45 – 9:15 a.m. 

Situational Leadership
Carolyn Stern, President and CEO, Carolyn Stern & Associates Inc.

Research shows that employees require varying levels of direction and support based on their competence and commitment. However, many managers rely on a single leadership style, applying it universally in every situation. This approach often leads to a mismatch between what employees need and how they are led, potentially hindering performance and development. Strong leaders adapt their leadership style to provide employees with precisely what they need when they need it. They offer the right balance of guidance, care, and autonomy to ensure their team members thrive. To do this effectively, leaders must consider each employee’s competence, motivation, and the specific task or goal at hand. This workshop helps leaders understand how to tailor their leadership style to different situations and individuals. Participants will learn the importance of task assignments, explore the four leadership styles—directing, guiding, supporting, and delegating—and develop the skills to assess competence and motivation effectively. By the end of this session, leaders will have the tools to move beyond a “one-size-fits-all” approach and achieve optimal results by adapting to the unique needs of their team members. 

Learning Objectives: 

• Explore why a "one-size-fits-all" approach is ineffective and understand the four leadership styles: directing, guiding, supporting, and delegating. 
• Learn how to assign tasks effectively by setting clear expectations to boost productivity and success. 
• Practice assessing competence and motivation to choose the most effective leadership style for each situation. 
   

Networking Break 

9:15 – 9:30 a.m. 

General Session Continued 

9:30 – 11:00 a.m. 

Networking Break 

11:00 – 11:10 a.m. 

General Session Continued

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.

Navigating Roles and Responsibilities between Board and Management
Miranda Flury, President, Hawkeye Strategies 

This session is designed to provide participants with a comprehensive understanding of the distinct yet collaborative roles of the board and management at the board table. Effective governance is crucial for the success and sustainability of any Credit Union, and a clear delineation of responsibilities between the board and management is essential. Through this course, participants will explore the dynamics of board governance, gaining insights into the roles each entity plays in shaping organizational strategy, oversight, and decision-making. 

Learning Objectives:

• Participants will understand the board’s responsibilities and be able to identify the distinct roles of board vs. management. 
• Participants will examine the intersections of the board and management’s role. 
• Participants will understand the importance of effective communication between the board and management. 
   

Networking Break

9:15 – 9:30 a.m. 

General Session

9:30 – 11:00 a.m. 

If you score an A+ on your scorecard, can your credit union still fail?
Miranda Flury, President, Hawkeye Strategies

Analyzing performance is an important oversight function of both boards and CEOs, but what if your scorecard is a sea of green and yet the organization was deteriorating? This session examines the use of the scorecard at the board/CEO level, choices of metrics on scorecards and their respective pitfalls, and the ramifications of metrics on people. Effective oversight of organizational performance will help to create and protect value for key stakeholders. 

Learning Objectives:

• Participants will be able to define and understand the importance of a scorecard to evaluate performance. 
• Participants will explore key metrics on scorecards and their respective pitfalls. 
• Participants will comprehend the relationship between metrics and behaviors. 
   

Networking Break

11:00 – 11:10 a.m. 

General Session Continued

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.

Cybersecurity Threats in Financial Services: A Hands-On Simulation for Credit Unions
JT Gaietto, Co-Founder and COO; Raymond Evans, Director of Offensive Security, ConvergentDS

Learn firsthand updated stats and input related to cybersecurity issues impacting Credit Unions, and the broader Financial Services industry. Then sit in the hacker’s seat during this hands-on simulation led by cybersecurity experts from ConvergentDS. Get a taste for hacking in a safe environment. The ConvergentDS team will guide you step-by-step through an active attack simulation, developed to be interactive and approachable. See how easy it can be for an attacker to take over a computer and learn about common methods to limit the impact and respond to incidents.

Networking Break 

9:15 – 9:30 a.m. 

General Session Continued 

9:30 – 11:00 a.m. 

Networking Break 

11:00 – 11:10 a.m. 

General Session Continued 

11:10 a.m. – 12:00 p.m. 

Execu/Net Concludes 

12:00 p.m. 

Sunriver Resort is located 33 miles (approximately 40 minutes) from Redmond Airport (RDM).

Alternatively, the resort is located 175 miles (approximately 3 hours, 30 minutes) from Portland International Airport (PDX).

Click here for all the various ground transportation options available at the airport. 

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 SMB3601 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).   

Self-parking is available and included in the resort fee.
 

CUES offers a meal plan for the guests of attendees. The cost of the meal plan is $295, and will include breakfast Monday-Wednesday, and lunch Monday and Tuesday.  

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

Yes, Federal employees are exempt from Oregon Transient Tax. To receive the exemption, please complete the tax-exempt form here and provide it upon check-in.

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

INFO SHEET

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.

CUES offers a meal plan for the guests of attendees. The cost of the meal plan is $295, and will include breakfast Monday-Wednesday, and lunch Monday and Tuesday.  

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.

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.