Board Liaison Workshop
San Diego, CA
Duration
4 Days
Location
San Diego, CA
Send
Board Liaisons
Learn
From Industry Experts
Learn the Ins and Outs of a Vital Role
We scheduled this important opportunity in conjunction with Directors Conference, so plan on bringing your board members along. You’ll attend a mixture of special board liaison-focused sessions designed for you and your colleagues, plus you’ll attend Directors Conference general sessions. See our Agenda tab for more.
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:
- Key Responsibilities
- Board Governance
- Compliance and Regulations
- Board Succession Planning
- Effective Meeting Strategies
- Strategy
Have Your Directors Join You at Directors Conference!
This must-attend event for credit union directors provides you and your colleagues an in-depth look at relevant governance and strategy issues affecting your board, credit union, and the movement as a whole.
Speakers
We are currently working on speakers for our 2025 event. Please check back for more information.
Hotel
Manchester Grand Hyatt San Diego
1 Market Place
San Diego, CA 92101
We are currently working on our 2025 event details. Please check back for more information.
Airport
The Manchester Grand Hyatt San Diego is 3 miles or about 10 minutes from San Diego International Airport (SAN).
Car Rental
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).
FAQs
What is CUES’ cancellation policy?
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.
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 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.
What does my registration fee include?
In addition to the great content and speakers we have lined up, your registration includes:
- All educational sessions & materials
- Sunday's welcome reception for attendees and their guests
- Three breakfasts
- One luncheon
What should I pack?
Suggested dress for the conference is business casual. Temperatures in Nashville are in the mid-50s during the day and low 40s in the evening. Although we try to keep meeting room temperatures comfortable, we suggest you bring a sweater or jacket.
Will I be able to attend Directors Conference general sessions along with my board members?
Yes, and it’s all included in your Board Liaison Workshop in person registration! See our Agenda tab for details.
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 cues@cues.org
Agenda
We are currently working on details for our 2025 event. Below is a sample agenda for reference.
Sunday
Introductory Session | 2:00 p.m. – 4:00 p.m.
Directors Conference Welcome Reception | 4:00 – 6:00 p.m.
Monday
Board Liaison Networking Breakfast: Speaker Meet & Greet | 7:00 a.m. – 8:00 a.m.
Welcome to CUES Directors Conference & General Session | 8:00 a.m. – 9:45 a.m.
Networking Refreshment Break | 9:45 a.m. – 10:00 a.m.
Board Liaison Session #2 | 10:05 a.m. – 11:05 a.m.
Networking/Travel Time | 11:05 a.m. – 11:20 a.m.
Board Liaison Session #3 | 11:20 a.m. – 12:20 p.m.
Luncheon | 12:20 p.m. – 1:40 p.m.
Directors Conference General Session | 1:40 p.m. – 2:40 p.m.
Board Liaison Session #4 | 2:45 p.m. – 3:30 p.m.
Tuesday
Conference Information Desk | 7:00 a.m. – 12:00 p.m.
Networking Breakfast | 7:00 a.m. – 8:00 a.m.
Directors Conference General Session | 8:00 a.m. – 9:20 a.m.
Networking/Travel Time | 9:20 a.m. – 9:40 a.m.
Board Liaison Session #5 | 9:40 a.m. – 10:40 a.m.
Networking Refreshment Break | 10:40 a.m. – 11:00 a.m.
Board Liaison Session #6 | 11:00 a.m. – 12:00 p.m.
Wednesday
Optional to join last day of Directors Conference
Conference Information Desk | 7:00 a.m. – 10:00 a.m.
Breakfast | 7:00 – 8:00 a.m.
General Session | 8:00 – 9:25 a.m.
Networking Refreshment Break | 9:25 – 9:40 a.m.
Closing General | 9:40 – 10:45 a.m.
Conference Wrap-up | 10:45 – 11:00 a.m.
Conclusion of Conference | 11:00 a.m.
Maximizing Your Board’s Potential Playback
Watch this August 2023 webinar for a breakdown of the learning resources available to board members through CUES.
DATES
December 7-10, 2025
San Diego, CA
During Directors Conference!
UNLIMITED/
UNLIMITED+
MEMBER
$1,545
$2,085 CAD
INDIVIDUAL
MEMBER
$1,945 $2,625 CAD
NON-MEMBER PRICE
$2,295 $3,100 CAD
CUES Compass Weekly Newsletter
Subscribe today and join ranks with 42,000 of your colleagues who are already in the know! Each week, you’ll
receive the latest in CUES content and professional development opportunities, delivered right to you.