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This year, we're also offering an in-person Board Liaison Workshop with different content than the online version — consider attending both!

Board Liaison Workshop



3 Afternoons




Board Liaisons


From Industry Experts

Learn the Ins and Outs of a Vital Role

As a credit union board liaison, you have a wide variety of responsibilities, from coordinating the logistical details of board meetings, materials, communications and retreats, to helping ensure that your credit union’s board and governance structure are operating as effectively as possible. As the complexity of issues facing the leadership of credit unions grows each day, the job of a board liaison is becoming more and more vital. 

This training will include interactive hypotheticals, small group exercises, best practice examples and tips from fellow board liaisons. You’ll also benefit from a helpful set of digital templates, including a draft board liaison job description and relevant guides and examples, to aid you and your credit union’s governance efforts. 

From outlining the unique role and responsibilities of a board liaison to developing effective board packets, meeting agendas, committee charters, board portals, and more, this event will offer advice that’s practical and actionable.

We’ll cover: 

  • Strategic Planning
  • Key Responsibilities
  • Board Succession Planning
  • Oversight of Board Governance
  • Implementing Effective Meeting Tactics


Dottie Schindlinger Headshot - large

Dottie Schindlinger


Diligent Institute


Online Learning Best Practices and Support

For virtual education support, review these helpful steps and frequently asked questions


What is CUES’ cancellation policy?


  • 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.


I’m registered; where can I get more information?

We are currently working on an Information Sheet for you; it contains everything you need to know about attending this event. Once available, you will be able to find it here.


I have special dietary, mobility, or accessibility needs; can you accommodate me?

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 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.


What does my registration fee include?

Your registration fee includes all sessions and materials.


Still have questions?

If you have any questions or inquiries, please contact CUES Headquarters at 800.252.2664 or outside the U.S. call 608.271.2664 or email


All times listed are in the Central Time zone.

Tuesday, August 6

Digital Doors open | 10:50 a.m. – 11:00 a.m.

Welcome & Introductions | 11:00 – 11:10 a.m.

Introductory Session | 11:10 a.m. – 12:30 p.m.

Best Practices for Board Liaisons
Dottie Schindlinger, Executive Director, Diligent Institute

Please join us for an introductory session tailored specifically for board liaisons and professionals aiming to elevate their influence in the boardroom. In this session, we will review the special role of the board liaison in ensuring a well-functioning board and take a look at some trends and changes shaping the landscape of board liaison responsibilities.

By attending this session, you will:

  • Understand the range of roles and responsibilities played by Board Liaisons.
  • Gain clarity and the importance of the Board Liaison role within Credit Unions.
  • Learn strategies and insights into best practices to enhance everyday performance. 

Day One Close | 12:30 p.m.

Wednesday, August 7

Thursday, August 8

Maximizing Your Board’s Potential Playback

Watch this August 2023 webinar for a breakdown of the learning resources available to board members through CUES.


August 6-8, 2024



cad $790 CAD


cad $985 CAD



$1,320 CAD


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