Omni Nashville Hotel
Duration
4 days
Format
In person
Audience
Your Directors
Experience
Nashville, TN
Join Us for 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.
This remains a time of constant change. You will be able to pick the brains of others and gain a deeper and broader understanding of the governance challenges we all face with content uniquely relevant to your role as a credit union director.
Topics Covered Will Include:
- Governance and Leadership
- Strategy
- Innovation and Change
- And more!
Bring your entire board!
You will all learn together, network together and be on the same page back at your credit union. We will even help you arrange a board meeting while you are at Directors Conference. Contact us at events@cues.org for details.
Why You Should Attend:
Directors—Why Should You Attend?
- Strong learning environment and collaboration with 10 hours of dedicated learning time, and up to 12 CPE credits.
- Highly interactive content that is unique to your role as credit union board member.
- Directors Conference is part learning, part networking, and part inspiration—you’ll head home energized with many new ideas to implement.
CEOs—Why Send Your Directors?
- Your directors will learn governance best practices and key regulatory and fiduciary issues that will help keep your board—and your credit union—strong.
- Networking is an important part of this conference; your directors will form bonds with fellow board members they can reach out to once they are home.
- Conference speakers will provide cross-industry perspectives that can be invaluable in your boardroom.
"Very good conference; lots of diverse topics, made you think about the future. Excellent time to network and discuss similar and different ways for boards to function."
Frank Daniels | Dover Federal Credit Union
Asset Size — $463 Million
Sponsorship Opportunities
Forge new relationships with credit union directors and executives as they strengthen their skills and hear from expert speakers.
CUES is the industry leader in providing director-specific education. Board chairs, directors and committee officers from the nation’s top credit unions attend Directors Conference to receive world-class education and develop their peer networks.
The event’s popular sponsor showcase is an ideal venue for credit unions to seek out suppliers who offer innovative solutions for their needs, as well as essential products and services. Thanks to its relaxed setting, sponsors enjoy an unusually high level of face time with attendees. CUES Directors Conference has an average of 400 attendees from 182 credit unions.
Sponsorship Benefits
Platinum Sponsorship
CUES Supporting and Premier Supplier Members: $15,000
Limit 4 Sponsors
- 10’ x 20’ space in the showcase
- Company listing in the November CU Management magazine and conference app
- Conference registrations (4)
- Networking opportunities
- Logo and link on cues.org
- Recognition at general session
- (4) Company brochures in conference app
- Sponsor recognition on name badge
- Conference registration list
- Enhanced banner ad on cues.org or cumanagement.com
- Full-page, four-color ad in CU Management's November or December issue with 50% discount on the other issue
- Opportunity to present a brief company introduction before a General Session (or similar)
- Co-sponsorship of the Welcome Reception
- Sponsorship of the golf tournament (or similar)
- Golf registration (or similar)
- Two optional event registrations
- Recognition as a Platinum-level sponsor in attendee acknowledgement materials and conference marketing
For nonmember pricing, or more information on membership, contact Kari Sweeney at kari@cues.org.
Gold Sponsorship
CUES Supporting and Premier Supplier Members: $8,500
Limit 3 Sponsors
- 10’ x 10’ space in the showcase
- Company listing and description in the November CU Management magazine and conference app
- Conference registrations (2)
- Networking opportunities
- Logo and link on cues.org
- Recognition at general session
- (2) Company brochures in conference app
- Sponsor recognition on name badge
- Conference registration list
- Banner ad on cues.org or cumanagement.com
- 50% discount on November and December CU Management advertising
- Sponsorship of a breakfast
- Recognition as a Gold-level sponsor in attendee acknowledgement materials and conference marketing
For nonmember pricing, or more information on membership, contact Kari Sweeney at kari@cues.org.
Silver Sponsorship
CUES Supporting and Premier Supplier Members: $6,000
- 10’ x 10’ space in the showcase
- Company listing and description in the November CU Management magazine and conference app
- Conference registrations (2)
- Networking opportunities
- Logo and link on cues.org
- Recognition at general session
- Company brochure in conference app
- Sponsor recognition on name badge
- Conference registration list
- Banner ad on cues.org or cumanagement.com
- 25% discount on November and December CU Management advertising
- Sponsorship of a refreshment break
- Recognition as a Silver-level sponsor in attendee acknowledgement materials and conference marketing
For nonmember pricing, or more information on membership, contact Kari Sweeney at kari@cues.org.
Additional & Non-Attending Sponsorship Opportunities
You'll be there, even if you can't attend! Or, enhance your onsite sponsorship for maximum results.
CUES Supporting and Premier Supplier Member pricing
- Book sponsor: $10,000
- Conference Wi-Fi: $5,000
- Conference App: $6,000
- Conference tote bags: $7,000
- Badge lanyards: $3,500
- Pens and notepads: $1,500
- Hotel Key Cards: $4,000
For nonmember pricing, or more information on membership, contact Kari Sweeney at kari@cues.org.
Become a sponsor today!
Space is limited—register today to ensure increased visibility for your firm. For more sponsorship information, contact Kari Sweeney, VP of Supplier Solutions, at 608.288.5326 or email kari@cues.org.
Attendees by Asset Size
Attendees by Title
Percentage of Attendees by Region
Schedule
Sunday
Pre-Conference Session | 2:00 – 4:00 p.m.
*Separate registration required.
Credit Union Growth Strategies - Leveraging Mergers, Acquisitions, Spinoffs, & Secondary Capital
Chris Pippett, Partner, Fox Rothschild
In an ever-evolving financial landscape, credit unions face unique challenges and opportunities in achieving sustainable growth. This session delves into the essential tools and strategies available to credit unions seeking expansion and enhanced viability in the market.
Mergers, acquisitions, spinoffs, and secondary capital represent powerful mechanisms for catalyzing growth and strengthening market presence. Through insightful discussions and real-world examples, this session explores how credit unions can strategically leverage these tools to achieve their growth objectives while maintaining a mission-driven focus.
Whether you're exploring growth opportunities through strategic partnerships, seeking to enhance operational efficiency, or looking to expand your credit union's impact in the communities you serve, this session equips you with the knowledge and insights needed to navigate the complexities of credit union growth and achieve long-term success. Join us to uncover actionable strategies and practical insights for driving sustainable growth in today's competitive financial environment.
Conference Registration & Welcome Reception | 4:30 – 5:30 p.m.
Monday
Conference Information Desk | 7:00 a.m. – 3:00 p.m.
Breakfast | 7:00 – 8:15 a.m.
Welcome to CUES Directors Conference | 8:15 – 8:30 a.m.
Opening General Session | 8:30 – 9:30 a.m.
The 7 Simple Habits of Inclusive Teams
Melissa Majors, Author, Keynote Speaker, Consultant, & Coach, Melissa Majors Consulting
Inclusive leadership expert Melissa Majors is an innovator and optimizer of inclusion, leadership, and education strategies. In The 7 Habits of Inclusive Teams, she reveals how great leaders enjoy superior team performance and drive much higher profitability by incorporating inclusive practices. These behaviors fall into seven categories: Business Process, Collaboration, Mindset, Leading Self and Others, Decisions, Values, & Empathy. Majors delivers clarity on how our brains are to blame for why leaders unintentionally exclude others. Through storytelling, research, and personal experiences, she offers a common-sense yet compelling and actionable approach to inclusion. She argues that people shouldn't feel guilty or defensive when having inclusion-related conversations; the brain is to blame, not people. This session is for all leaders; leaders of self, people, initiatives, and organizations.
Learner Outcomes:
- Identify and describe concepts such as intellectual humility, tactical empathy, and intersectionality.
- Gain insight into the habits and tactics used by inclusive leaders.
- Unlock access to social posts, job aides, and toolkits to help build inclusive habits.
Networking Refreshment Break | 9:30 – 9:50 a.m.
Breakout Sessions | 9:50 – 10:50 a.m.
Fair Lending, BSA, and Cybersecurity - Daily Issues for Directors
Chris Pippett, Partner, Fox Rothschild
In the fast-paced world of finance, credit union directors’ shoulder significant responsibilities in ensuring compliance with regulatory requirements while safeguarding member interests and organizational integrity. This essential session dives into the critical issues of fair lending, Bank Secrecy Act (BSA) compliance, and cybersecurity, providing directors with the knowledge and strategies needed to address these challenges effectively on a daily basis.
Topics Covered:
- Fair Lending Compliance: Understanding fair lending laws and regulations, identifying potential areas of risk, and promoting fair lending practices throughout the credit union.
- BSA Compliance: Navigating the complexities of BSA regulations, strengthening compliance frameworks, and fostering a culture of compliance and transparency.
- Cybersecurity Risk Management: Assessing cybersecurity risks, implementing robust controls, and developing incident response plans to protect against cyber threats and safeguard member data.
- Director’s Role and Responsibilities: Clarifying the director's role in overseeing fair lending, BSA compliance, and cybersecurity efforts, and fostering collaboration between the board and management to address daily challenges effectively.
Navigating Board Dynamics for Effective Governance
Dottie Schindlinger, Executive Director, The Diligent Institute
Building a collaborative and high-performing board means dealing with a wide range of individual personalities and perspectives. Especially meant for board officers (current and aspiring), this session will equip you with tools and strategies for fostering productive conversations and driving to a better decision-making environment in the board room.
Networking/Travel Time | 10:50 – 11:10 a.m.
Breakout Sessions (repeated from the morning) | 11:10 a.m. – 12:10 p.m.
Luncheon | 12:10 – 1:30 p.m.
General Session | 1:30 – 2:30 p.m.
AI is Eating the World: How to Reimagine Your Business in an AI-First World
Brian Solis, 8x Best-Selling Author, Futurist, Digital Anthropologist, & Head of Global Innovation @ ServiceNow
Since the launch of ChatGPT in November 2022, generative AI has become the world’s fast-growing technology and the subject of much debate regarding the threats and opportunities that come along with it. The truth is that no leader has experienced a technology like genAI before, one that performs tasks as good as or better than humans. What’s clear, we have now catapulted toward a post-digital transformation era. AI has forever changed the trajectory of business evolution, putting ‘business as usual’ in the rearview mirror. Leaders now face an entirely new set of prospects and challenges that will test their creativity, resilience, and vision. In this rousing keynote, world-renowned futurist and best-selling author Brian Solis will share why this is the moment for leaders to reimagine their organizations for an entirely new future. He will explore why automation is no longer the goal, but instead the norm, and why augmentation will be the key to differentiation and how leaders can forge the mind shift required to unlock a new future as an AI-first exponential growth business.
Tuesday
Conference Information Desk | 7:00 a.m. – 12:00 p.m.
Breakfast | 7:00 – 8:15 a.m.
General Session | 8:15 – 9:25 a.m.
Regulatory Update
Ronnie Blue, Supervisory Examiner, NCUA
Session description coming soon.
Networking/Travel Time | 9:25 – 9:45 a.m.
Breakout Sessions | 9:45 – 10:45 a.m.
Networking Refreshment Break | 10:45 – 11:05 a.m.
Breakout Sessions | 11:05 a.m. – 12:05 p.m.
Wednesday
Conference Information Desk | 7:00 – 10:00 a.m.
Breakfast | 7:00 – 8:15 a.m.
General Session | 8:15 – 9:25 a.m.
A Whole New World - The Rapid Transformation of Financial Services
Mark Sievewright, Chief Strategy Officer & Founder, Sievewright & Associates, a SRM Company
In the fast-evolving landscape of financial services, adaptation is not just a choice, but a necessity. Join us for an insightful session as we delve into the dynamic shifts and disruptive innovations reshaping the financial sector at an unprecedented pace. From digital banking to fintech and AI, explore how emerging technologies are revolutionizing traditional banking models and customer experiences. This session promises to provide valuable perspectives on thriving in a world where change is the only constant.
Networking Refreshment Break | 9:25 – 9:40 a.m.
Closing General Session | 9:40 – 10:45 a.m.
The Hero Effect® - Being Your Best When It Matters the Most!
Kevin Brown, Author & Motivational Speaker
In a fresh and entertaining style, Kevin shares ideas, strategies and principles that will inspire and equip participants to show up every day and make a positive difference. At the heart of Kevin’s message is a simple, yet powerful philosophy for life that drives every thought, every action and ultimately every result we achieve both personally and professionally. Your team will be motivated to reach beyond what is required and do something remarkable!
This keynote is designed to help attendees:
- Achieve greater results by eliminating “ordinary" thinking and mastering the habit of excellence.
- Own the moments that matter (and they all matter) by taking responsibility for their attitude, their actions, and their results.
- Create meaningful relationships and deliver an extraordinary experience for every “customer” at work and at home.
Conference Wrap-Up | 10:45 a.m. – 11:00 a.m.
Conclusion of Conference | 11:00 a.m.
Speakers
Kevin Brown
MOTIVATIONAL SPEAKER & AUTHOR
Melissa Majors
AUTHOR, KEYNOTE SPEAKER, CONSULTANT & COACH, MELISSA MAJORS CONSULTING
Chris Pippett
PARTNER
Fox Rothschild, LLP
Dottie Schindlinger
EXECUTIVE DIRECTOR
Mark Sievewright
CHIEF STRATEGY OFFICER & FOUNDER
Sievewright & Associates, a SRM Company
Brian Solis
BEST-SELLING AUTHOR, FUTURIST, DIGITAL ANTHROPOLOGIST, & HEAD OF GLOBAL INNOVATION, SERVICENOW
Hotel
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.
Information You Should Know
Your registration includes:
- Sunday's welcome reception for attendees and their guest
- Three breakfasts
- One luncheon
- All educational sessions & materials
*subject to change
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.
Accommodations for diet, mobility, or other needs
CUES will make every effort to make sure you are comfortable at our events. Email events@cues.org with your name, credit union, the event you are registered for, and everything we need to know to accommodate your request. We will follow up with you on how we can help.
This conference meets the following standards:
- CPE credits earned: up to 12
- 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.
*subject to change.
Who should attend Directors Conference?
CUES Directors Conference is for credit union directors, board chairs, board officers, supervisory committee members, and CEOs. Consider sending your entire board so your group can benefit from learning and participating in discussions together, and heading home on the same page.
We can also help you arrange a board meeting while you’re at Directors Conference, contact us at events@cues.org and let us know you’d like the details.
What to Pack
Plan on resort casual attire. We suggest you bring a sweater or jacket along in case you find the meeting room temperature chilly.
What’s available for guests?
Your companion is welcome to join you at the Welcome Reception, as well as register for any of our optional activities. A companion meal program is also available, which includes breakfast Monday through Wednesday.
I’ve registered; where can I get more information?
-
Where to stay
-
What airport to fly into, and other transportation information
-
When to arrive
-
What to pack
-
Spouse/guest information, if applicable
DATES
December 8-11, 2024
UNLIMITED/
UNLIMITED+
MEMBER
$2,445
$3,240 CAD
INDIVIDUAL
MEMBER
$2,845
$3,770 CAD
NON-MEMBER PRICE
$3,195
$4,235 CAD
Want to send your entire board? Email events@cues.org for details.
Ask Us a Question
Let us know if you have a specific question or comment regarding this program.