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

Board Liaison Workshop


Nashville, TN



4 Days


Nashville, TN


Board Liaisons


From Industry Experts

Learn the Ins and Outs of a Vital Role

You asked, we listened—Board Liaison Workshop is back in person, with new sessions!

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

This in-person workshop and the online version in August have totally different content, so plan on attending both! You can learn more about the online Board Liaison Workshop here.

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.



Dottie Schindlinger Headshot - large

Dottie Schindlinger


Diligent Institute

Nithya Das Headshot

Nithya Das


Diligent Institute


Directors Conference

General Sessions

New this year: Board Liaison Workshop attendees will also be able to attend the general sessions at CUES Directors Conference! Meet the speakers here.


Omni Nashville Hotel
250 Rep. John Lewis Way S
Nashville, TN 37203

Hotel rates in the CUES block are $319/night.

CUES has reserved a limited number of rooms at the Omni Nashville Hotel at the discounted rate above. To make hotel reservations, book online here. Room rates and availability are not guaranteed, so CUES recommends making your reservations early. The discounted CUES rate will expire when the block is full or on Monday, November 11 2024, whichever happens first. The hotel offers great amenities, discounted rates, and the best networking opportunities available. Staying within the CUES room block will help keep registration prices down. 

* Remember that all hotel arrangements are strictly between you and the hotel. If you have accessibility needs for your stay, please request those directly with the hotel. In the event you are no longer able to attend or your flight is canceled, you are responsible for calling to cancel your room reservation.

Check-in time is 4:00 p.m., and check-out is 11:00 a.m.

Omni Nashville Hotel is located 8 miles (approximately 20 minutes) from Nashville International Airport (BNA). Taxis and Ride App vehicles (Uber/Lyft) pick up at the Ground Transportation Center, Level 1 of Terminal Garage 2.

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).  

Optional Events

Sunday, December 8

Opry Country Christmas
5:30–9:30 p.m.

Nashville’s coolest holiday show! Be part of Nashville’s can't-miss holiday show series. Enjoy a night of festive fun with special guests, spotlight artists, and nonstop surprises at the world-famous Grand Ole Opry. There is no better place to spend your Music City holiday. The price includes a main-floor seat and round-trip transportation to the event. 


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?

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.


Are the in-person and online Board Liaison Workshop agendas the same?

No, we’ve planned completely different sessions for the in person and online experiences, so you’ll benefit by attending both!


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


Sunday, December 8

Introductory Session | 2:00 p.m. – 4:00 p.m.

Board Liaison Session #1: Introductory Session
Dottie Schindlinger, Executive Director, Diligent Institute

A Review of the Board Liaison’s Role

  • Understand your job description 
  • Building strategic relationships with the board chair and officers to foster healthy connections 

Core Elements of an Effective Credit Union Board Meeting: Not All Board Meetings are the Same 

  • Board Packets & Materials (Approaches, Samples, Requirements) 
  • Board Portals and Other Technology to Support Your Board & Committees
  • Structures & Strategies

Board Books & Governance Policy Manuals

  • Governance Policy Manuals & Tools Sample & Table of Contents 

Directors Conference Welcome Reception | 4:30 – 6:00 p.m.

Monday, December 9

Tuesday, December 10

Wednesday, December 11

Maximizing Your Board’s Potential Playback

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


December 8-11, 2024
Nashville, TN

During Directors Conference!










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