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New CUES Governance Toolkit Equips CUs to Lead with Confidence and Clarity
MADISON, Wis. — CUES is proud to introduce CUES Governance Toolkit, a self-paced, five-part learning series designed to elevate credit union governance through practical, expert-led resources.
“Strong credit union governance is more than compliance; it’s key to building member trust, navigating regulatory change and enabling growth and stability,” said Dawn Abely, CUES SVP/Chief Sales & Member Relations Officer. “CUES Governance Toolkit equips credit union boards with the strategic insights and practical tools they need to lead with confidence—directly strengthening their ability to serve their communities and achieve their strategic goals."
CUES Governance Toolkit is free to Unlimited+ members and available for purchase for nonmembers and other CUES members. The learning series includes expert-led videos, workbooks, tools, and valuable resources on five essential topics:
- Board Communications
- Board and Committee Chairs
- New Director Orientations
- Strategy-Forward Agendas
- Best-Practice Board and Committee Minutes
CUES Governance Toolkit was developed by Stabilization Central Credit Union, leveraging their expertise in credit union regulation, risk management and governance. Their broad understanding was used to incorporate diverse perspectives in the toolkit, while making sure that it is relevant and practical for credit unions of all sizes—and their boards. The quality of this toolkit was evidenced when the Governance Professionals of Canada honored Stabilization Central with an award for Board and Director Effectiveness for their work on this toolkit.
“Stabilization Central is really excited to partner with CUES to help credit unions deal with increased regulatory expectation, starting with our award-winning governance resources that have been tailored-made to support credit union boards,” said Bill Corbett, CEO, Stabilization Central Credit Union.
The modules were built in partnership with Sylvia Groves, FCG, Acc. Dir., President of Governance Studio, an award-winning governance expert and author of AAA+ Minutes. With decades of experience helping boards improve how they lead and top management to enhance how they operate, Groves crafted the modules to meet busy schedules and diverse learning styles, with content designed for optimal retention.
“Board members are often the unsung heroes of credit union success,” said Groves. “They’re responsible for setting strategy, ensuring accountability and guiding the organization forward—while juggling full-time careers or other commitments. Top management are often tasked with implementing the improvements. These modules are easy to follow, highly practical, and deliver real value—helping board members become more effective, efficient, and impactful from day one.”
To coincide with the launch, CUES is offering an Early Access promotion; nonmember credit unions that join now for 2026 will start receiving their benefits immediately, including access to the CUES Governance Toolkit for those who purchase Unlimited+ Membership.
“This is the ideal time to join CUES,” said Abely. “The best value will go to those who join now, since they will get an extra four to five months of membership at no additional cost. The sooner you join, the more value you receive.”
CUES Governance Toolkit is available to everyone at a credit union which has purchased or accessed it through their Unlimited+ Membership.
As part of the new partnership, Groves will be offering governance consulting services through CUES. Learn more by emailing governance@cues.org.
Learn more about CUES Governance Toolkit here. Learn more about CUES at cues.org.
About CUES
For over 60 years, CUES has advanced the credit union movement by developing exceptional purpose-driven leaders who meet the unique needs of their organizations and the communities they serve. CUES partners with credit unions to elevate the leaders of today and tomorrow through exclusive networking and event opportunities, programs that facilitate personal and professional development, and unmatched digital and in-person learning experiences. Visit CUES.org to learn how CUES plays a pivotal role in shaping the future of credit unions.
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David R. Bell
Referred to as the “guru of the DTC movement,” by Inc. Magazine and the “man who kickstarted the direct brand economy,” by IAB, David is co-founder and President at Idea Farm Ventures (IFV), a consumer and retail investment company based in New York. David was an early investor in iconic new economy brands including Diapers.com (acq. by Amazon for $545m), Jet.com (acq. by Walmart for $3.3b), Bonobos (acq. by Walmart for $310m), Burrow (private) Cotopaxi, (private), Dagne Dover (private), Harry’s (private), and Warby Parker (WRBY), among many others. In 2025, IFV portfolio company Touchland sold to Church & Dwight for $880m.
Before IFV, David had a 20-year academic career at Wharton where he was a chaired professor, award-winning teacher and researcher, and originator of courses on digital marketing and e-commerce. Research awards from the Institute for Operations Research and the Management Sciences (INFORMS) include the Frank M. Bass Outstanding Dissertation Award, John D.C. Little Best Paper Finalist Award (three), Marketing Science Long Term Impact Finalist Award (two), and Best Operations Management Paper in Management Science Finalist Award (two). In addition, he received the First Place Award for the Production and Operations Management Society Applied Research Challenge, Workshop in Information Systems and Economics Overall Best Paper Award, among others.
David is a frequent keynote speaker at founder events and for clients including Alibaba, Google, Haier, Mastercard, Microsoft, NAICS, Nike, and Ralph. His book Location Is (Still) Everything is a playbook for how to win in the digital economy and recent MIT Sloan Management articles “How to Win in an Omnichannel World” and “The Store is Dead—Long Live the Store” are bestsellers at Harvard Business School Publishing. He has in all premier academic journals in the marketing field (Journal of Consumer Research, Journal of Marketing, Journal of Marketing Research, Management Science, and Marketing Science.
David holds a Ph.D. (Business) and M.S. (Statistics) from Stanford University as well as a B. Com and M. Com (1st Class Honors) from University of Auckland.
Anthony Goodman
Anthony Goodman is a Senior Client Partner and the leader of the North American Board Effectiveness practice, based in the Firm’s Miami and Boston offices.
Mr. Goodman advises public and private company boards, including large nonprofits, foundations, membership organizations, mutual funds and family influenced businesses on a range of confidential matters. He was an honoree in the NACD Directorship 100, recognizing leading corporate directors and corporate governance experts who impact boardroom practices and performance.
Mr. Goodman’s prior experience includes six years as a leader in the Board Effectiveness Practice at Russell Reynolds Associates.
Mr. Goodman spent more than 12 years as a partner at Tapestry Networks, an organization convening board directors, investors, and regulators for peer learning and mutual understanding. He was the founder and co-chair of the Shareholder-Director Exchange (SDX), which developed the first protocol for board-shareholder engagement in the United States. For five years from 2009-2014, Mr. Goodman wrote the Leading View column for the Financial Times.
Before joining Tapestry, Mr. Goodman was CEO of Omnicom Group (NYSE: OMC) subsidiary Smythe Dorward Lambert, a boutique consultancy specializing in change management, culture change, and employee communication.
Mr. Goodman was Co-Chair of The Conference Board ESG Center’s Human Capital Management Oversight Working Group in 2019-20. He co-authored chapters in the first three editions of The Handbook of Board Governance (Wiley) covering board-shareholder engagement in 2016, board leadership in 2020, and board evaluation in 2024.
Mr. Goodman is a founding board member of Miami Scores Powered by Concacaf, a nonprofit providing after-school programs in Miami public schools. He was a board member of another affiliate, Boston Scores, from 2004 to 2022. He is a member of the National Association of Corporate Directors (NACD) and the International Corporate Governance Network (ICGN).
Mr. Goodman holds an MA in politics, philosophy, and economics from Oxford University, where he was also elected President of the Oxford Union.
Andrea Aragon Gosz
Andrea Gosz is a Senior Client Partner in the Financial Services Markets specializing in Banking Practice and is based in the Firm’s Chicago office.
She partners with clients to recruit strategic leaders who are compatible with specific situations and well equipped to help build shareholder value. Her understanding of the issues and trends driving the financial landscape, combined with her passion for talent management, is recognized by her clients and peers.
Andrea demonstrated track record spans over 25 years in the executive recruiting business, Ms. Gosz has led C-suite, and other senior-level engagements for Financial Services Companies including Insurance, Asset Management, Retail and Commercial Banking clients as well as Credit Unions. Andrea has placed 4 credit union CEOs in the last 18 months.
She has a personal track record of completing high profile c-suite searches, including CEO, President, CRO, CFO positions for financial services firms of all sizes. Andrea has particular expertise in P&L roles, general management and finance, and is a valued advisor to her clients in the areas of succession planning and leadership assessment.
Most recently, Ms. Gosz worked as Partner in the Global Banking Practice and Financial Officer Practice at another major retained search firm.
Upon graduation, she immediately began her career in search as an Associate of a Global Search Firm specializing in Insurance and Consumer and Commercial Banking. She was then recruited to another premiere executive search firm where she progressed during her tenure, continuing to specialize in the financial services industry with a focus in the financial officers field.
Ms. Gosz received a Bachelor of Arts degree from the University of Michigan in Organizational Development. She resides in Chicago with her family.
David Robertson
David Robertson is a Senior Lecturer at the MIT Sloan School of Management, where he teaches Innovation and Product Management. From 2002 through 2009 David was the LEGO Professor of Innovation and Technology Management at the Swiss business school IMD. While at IMD, David was given inside access to The LEGO Group, and wrote his award-winning book ‘Brick by Brick: How LEGO Rewrote the Rules of Innovation and Conquered the Global Toy Industry’. David's latest book ‘The Power of Little Ideas: A Low-Risk, High-Reward Approach to Innovation’ was published in 2017 by Harvard Business School Press. From 2010 through 2017, David was a Professor of Practice at the Wharton School at the University of Pennsylvania where he taught Innovation and Product Design.
David currently runs MIT’s largest executive program, the Executive Program in General Management. He teaches in MIT’s MBA and executive programs, consults with global Fortune 1000 companies on Innovation and Product Management issues, and is a frequent speaker at corporate events and industry trade shows. David holds an MBA and PhD from the MIT Sloan School of Management, and a BS in Computer Engineering from the University of Illinois. David and his two children are members of the Cherokee Nation.
Sara Dyer
Sara Dyer has more than two decades of experience in the credit union movement, supporting professional development for CEOs, directors, and emerging leaders across North America. As CUES' Senior Director, Meetings and Digital Events, she is passionate about finding new ways to create impactful learning and memorable experiences for each attendee and member so they can return to their credit union ready to apply those lessons.
Previously, Sara worked as the Events & Engagement Manager at Member Loyalty Group, a member experience CUSO, and was one of the key team members responsible for planning and executing the CU Water Cooler Symposium.
Srinivas Njay
Srinivas Njay has over a decade of experience in Artificial Intelligence, spanning his Master's degree, an influential tenure at Microsoft, and the founding of interface.ai. By combining his deep technological expertise with profound business and financial insights, Sri created interface.ai to revolutionize the financial industry through AI.
Today, interface.ai partners with approximately 100 financial institutions across the United States. Their out-of-the-box AI Assistant acts as a "personal banking assistant," providing 24/7 support and guiding members through every step of their journey—from becoming a member to achieving financial wellness.
Previously, Sri spearheaded the digital strategy for a financial institution, propelling it from inception to managing assets worth several billion dollars. This accomplishment not only showcases his strategic acumen but also solidifies his understanding of the financial sector's needs.
Sri’s innovative leadership and transformative contributions have earned him widespread recognition. He was prominently featured on the cover of Forbes magazine, celebrated as the “Bootstrap Baller” for steering interface.ai’s remarkable growth as a bootstrapped enterprise. Most recently, under his guidance, interface.ai achieved a significant milestone of becoming the most valuable agentic AI company in financial services, following a highly successful funding round in October 2024.
Gregory Jenkins
Gregory Jenkins II has had the privilege of serving on the GMFCU board for the past twelve years. He held the position of chairman for the past ten years. He currently serves on two other boards in the Wake County area. He has spoken on topics of civic engagement and diversity at the board level. In the tradition and commitment to public service, he has been employed in the public sector for over nineteen years and currently serves as the revenue manager for the Town of Cary. He holds a B.A. in Finance and an MBA with a concentration in International Business from Georgia Southern University.
Dohnia Dorman, MBA, CUDE
Dohnia Dorman, MBA, CUDE, is CEO and founder of Omnia Exec LLC, a boutique consulting firm helping organizations streamline processes, strengthen cross-team collaboration and change resilience, and stay aligned amid disruption. Her strategic interventions have yielded $63 million in savings and recovered 71,500 hours for organizations, plus delivered 4,275% ROI for a single client.
With nearly 15 years in the credit union movement, Dohnia has held executive positions at multiple credit unions and a system partner, impacting over 35,000 credit union professionals and 2.5 million members. A Western CUNA Management School highest honors graduate, Credit Union Development Educator, and Filene i3 innovation program alumna, she has earned numerous industry accolades including CUNA Diamond, CUES Golden Mirror and CUES Rookie of the Year awards.
Dohnia holds an MBA, bachelor’s degree in journalism/mass communication, and double major in Spanish from the University of New Mexico. Her professional credentials include Certified Agile Leadership, Project Management Professional, Certified Change Practitioner, and Hive Certified Partner designations.
Named an Albuquerque Business First Woman of Influence, she has served on the National Credit Union Foundation DE Advisory Board, New Mexico Credit Union Foundation Board, University of South Florida Digital Marketing Certificate Program Advisory Board, and local Junior League Board.
Learn more: OmniaExec.com.
2025 Award Winner