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Registration & Welcome Reception

4:30 – 6:00 p.m. 

Breakfast

7:00 – 8:00 a.m.

General Session

8:00 – 9:00 a.m. 

Bringing Financial Health to Life: From Strategy to Implementation
Claire Suellentrop, Head of Go-to-Market, Attune

Many credit unions have identified financial health as a strategic priority, but the journey from boardroom vision to frontline reality can feel overwhelming. This interactive workshop is designed for credit union leaders who have already committed to financial health in their strategic plans and are ready to tackle the "how" of implementation. Participants will learn practical frameworks for embedding financial health into operations, from measuring member financial health to training frontline staff, from building the right partner ecosystem to tracking business impact. Through case studies, hands-on exercises, and peer discussion, attendees will leave with concrete next steps they can immediately apply at their institutions.

Networking Break 

9:00 – 9:15 a.m. 

General Session Continued 

9:15 – 10:45 a.m. 

Networking Break 

10:45 – 11:00 a.m. 

General Session Continued

11:00 a.m. – 12:00 p.m. 

Lunch

12:00 – 1:00 p.m. 

Afternoon

On-your-own optional activities 

Breakfast

7:00 – 8:00 a.m.

General Session

8:00 – 9:00 a.m.

The Unplanned Disaster: When Credit Union RTOs Fail
Heath Renfrow, Co-Founder and Chief Information Security Officer, Fenix24

In today’s rapidly evolving cyber threat landscape, one of the most critical, and often overlooked, controls is the ability to recover. While Credit Unions invest heavily in perimeter defenses and threat detection, many fail to ensure they have immutable, tested backups with realistic Recovery Time Objectives (RTOs). Modern attackers increasingly target backup systems themselves, aiming to extend downtime and amplify business impact. Without backups that are protected from tampering and proven through regular testing, recovery efforts can stall for weeks or longer.

Resilience depends not just on having backups, but on trusting them. Immutable, regularly tested backups with defined RTOs are essential to minimizing disruption and sustaining operations after an attack. More than a cybersecurity safeguard, they are a foundational element of business continuity. By the end of this session, participants will be able to identify how modern cyber-attacks target backup systems and assess the operational risks of relying on untested or mutable backups.

Networking Break

9:00 – 9:15 a.m. 

General Session Continued

9:15 – 10:45 a.m. 

Networking Break

10:45 – 11:00 a.m. 

General Session Continued

11:00 – 12:00 p.m. 

Lunch 

12:00 – 1:00 p.m. 

Afternoon

On-your-own optional activities 

Breakfast

6:45 – 8:00 a.m.

General Session

8:00 – 8:45 a.m.

Networking Break 

8:45 – 9:00 a.m. 

General Session Continued 

9:00 – 10:15 a.m. 

Networking Break 

10:15 – 10:30 a.m. 

General Session & Wrap Up

10:30 – 11:30 a.m. 

Execu/Net Concludes – Safe Travels!

11:30 a.m. 

The Lodge at Jackson Hole is located 10 miles (approximately 20 minutes) from Jackson Hole Airport (JAC).

Click here for all the various ground transportation options available at the airport. Self-parking is available and included in the resort fee. 

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/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

Right here! Our info sheet 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

DOWNLOAD 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.

The Wharton School
University of Pennsylvania

Highlights: scenario planning, member-centricity simulation, strategic segmentation

Year I Project: Give back to your credit union by completing a scenario planning project specific to your organization.

Samuel Curtis Johnson Graduate School of Management
Cornell University

Highlights: change management, negotiation techniques, effective group performance and process

Year II Project: Apply the lesson you learned in organizational effectiveness to a business challenge or opportunity for your credit union.

CEO Institute II

Darden Executive Education
University of Virginia

Highlights: Leadership Practices Inventory (LPI), managing change, motivation techniques

CEO Institute III

CEO Institute offers a robust professional development experience for:

• Dedicated CEOs who value professional development and keeping abreast of the latest management strategies
• Credit union executives looking for the in-depth business education needed to take their career to the next level
• Future leaders who want to bring more strategic skills to the table and help their organization thrive

Tuition includes:

• Classroom instruction at a world-renowned educational institution
• Five nights of on-campus executive accommodations
• Class materials
• Most meals

CUES offers a scholarship! The value of the scholarship will equal one-third of the cost of CUES member tuition for all three segments of CUES CEO Institute. The remaining tuition fees, travel and other expenses will be your responsibility. 
 

Download Application

Yes! This institute meets the following standards:

• Earn up to 34 CPE Credits
• Program Level: Overview
• Delivery Method: Group-Live
• Field of Study: Business Management & Organization
• Prerequisites: None

The Credit Union Executives Society (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 addressed to the National Registry of CPE Sponsors, through its website linked above.

Yes! Earn your Certified Chief Executive (CCE) designation by successfully completing all three weeks of CEO Institute and two between-segment assignments. This title signifies you’ve made an ongoing commitment to your professional development, obtaining a level of expertise recognized throughout the credit union industry.

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.

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.

Yes. Students who attend all sessions and complete required course work: 

• Receive an Executive Certificate in Management and Leadership from Cornell University and CUES
• Earn the prestigious Certified Credit Union Executive Manager (CEM) designation

You’ll earn 6.4 CEUs upon completion of the program.

This unique nine-month program has been developed specifically for the credit union industry by instructional designers from Cornell University and CUES. This combination results in a more effective learning experience and enhanced outcomes.

CUES Advanced Management Program runs from July through April and is delivered over the course of two semesters. During that time, you’ll take eight eCornell courses at your own pace within a two-week time frame, along with a bonus preview week. They are interspersed with seven 90-minute Cornell faculty-led live online sessions. 

CUES has partnered with Cornell University to meet the development needs of high potential/high performing credit union staff—particularly the key managers, directors, AVPs and VPs at your organization.

Live sessions will be recorded and available for playback if you miss a session.

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.

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.

Breakfast & Registration
7:00 – 8:00 a.m.

Session
8:00 – 10:00 a.m.

Good Governance
Matt Fullbrook, Fullbrook Board Effectiveness

What, specifically, is good governance and how can we get it done? 
Why do groups tend to make not-great decisions, and what can we do about it?

Learning Objectives:  

• Develop a clear definition of what good governance really is
• Practice framing governance through a multi-stakeholder lens
• Explore how to engage at a “strategic” level  
   

Networking Break
10:00 – 10:15 a.m.

Morning Session Continued
10:15 a.m. – 12:00 p.m.

Lunch
12:00 – 1:00 p.m.

Afternoon Session
1:00 – 2:15 p.m.

Director Responsibilities
Matt Fullbrook, Fullbrook Board Effectiveness

To whom does a director owe a duty? Legally, morally, and practically.

What are “the weeds” and how, exactly, are we supposed to avoid them?

Networking Break
2:15 – 2:30 p.m.

Afternoon Session Continued
2:30 – 4:00 p.m.

Breakfast & Registration
7:00 – 8:00 a.m.

Session
8:00 – 10:00 a.m.

Understanding and Managing Information (asymmetry through presentations, pre-reads, time allocation and more)
Matt Fullbrook, Fullbrook Board Effectiveness

Learning Objectives:

• Develop tools to manage information asymmetry between board and management
• Define what makes a director *great*
• Apply what we’ve learned in a low-stakes environment 
   

Networking Break
10:00 – 10:15 a.m.

Morning Session Continued
10:15 a.m. – 12:00 p.m.

Lunch
12:00 – 1:00 p.m.

Afternoon Session
1:00 – 2:15 p.m.

The Key to Good Governance
Matt Fullbrook, Fullbrook Board Effectiveness

What makes a director “excellent”? And why you – an individual board member – might be the key to good governance.

Networking Break
2:15 – 2:30 p.m.

Wrap Up Session
2:30 – 4:00 p.m.

Putting everything we’ve learned into practice. 

The Hyatt Regency Huntington Beach is located 12 miles (approximately 20-30 minutes) from John Wayne Airport (SNA).

Alternatively, Long Beach Airport (LGB) is located 18 miles (approximately 30 minutes from the hotel), while Los Angeles International Airport (LAX) is located 38 miles (approximately 55 minutes) from the hotel. 
 

Click here for all the various ground transportation options available at John Wayne 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).  

Director Development Seminar offers ways for your board to function at its best. Send every member of your board, including your chair, officers, new and veteran directors, supervisory committee members, and CEO.

Your registration fee includes:

• All educational sessions and materials
• Breakfast, lunch and breaks on Monday and Tuesday

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
   

DOWNLOAD INFO SHEET

Yes! CUES Director Development Seminar meets the following standards:

• CPE credits earned: up to 15.5
• 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.

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.