Execu/Net
Big Sky, MT
Duration
4 days
Format
In person
Send
Directors, CEO, Executive Team
Experience
Beautiful Montana
Set your credit union up for a successful future.
“Business as usual” stops here. Reflect on your credit union’s goals and direction in a setting that’s uniquely suited to high-level thinking.
This one-of-a-kind conference combines an innovative agenda, expert speakers, phenomenal networking opportunities and a spectacular location…all working together to create a transformative experience. Your day will begin with morning sessions, and the afternoons will provide plenty of time to explore and take part in an endless number of outdoor activities.
Questions? Contact us or email events@cues.org. Register today!
"Outstanding conference, jam-packed with timely information, high quality speakers, and a format that allowed for great networking, as well. I highly recommend it!"
Pat Price
Vice Chair | Great Lakes Credit Union
Asset Size — $860 Million
Why Attend?
CUES’ learning environment lends itself to open discussion, but the group problem-solving sets it apart.
- Tackle high-level topics surrounding on-the-rise strategic issues, and sessions diving deep in a workshop environment.
- Walk away with actionable ideas to implement at your credit union.
- Nontraditional schedule for better information retention.
- Unique balance of classroom learning and free time for networking, reflection, and activities.
- Experience shared skill and relationship growth with like-minded professionals during planned networking.
- Content and activities are customized specifically for credit union challenges and opportunities.
- Earn up to 15 Continuing Professional Education (CPEs).
Sponsorship Opportunities
Forge new relationships with credit union board directors and executives as they strengthen their skills and hear from expert speakers.
Agenda
Sunday, August 18
Registration & Welcome Reception | 4:30 – 6:30 p.m.
Monday, August 19
Breakfast | 6:45 – 7:30 a.m.
Welcome & Announcements | 7:30 – 7:45 a.m.
General Session | 7:45 – 9:15 a.m.
Culture Alignment: A Powerful Methodology for Engaging and Retaining Today’s Talent
Natalie Baumgartner, Partner and Chief Research Officer at Contemporary Leadership Advisors (CLA)
Research shows that culture, or how things are done inside your organization, serves as a powerful glue in attracting engaging and retaining talent in today’s evolving business landscape. The key to a high-performing culture is ensuring that your company values are data informed, well understood, uniquely described, and rigorously aligned with the business processes that drive your employee experience (i.e. selection, development, recognition etc.). In this interactive session, you will spend time with Dr. Natalie Baumgartner learning an elegant and effective methodology that elevates engagement, retention, and attraction of best-in-class talent. Discover how to leverage this technique to understand and align your unique culture and organization to drive optimal employee and business outcomes - regardless of the "where, how, and when" of today's workforce.
Networking Break | 9:15 – 9:30 a.m.
General Session Continues | 9:30 – 11:00 a.m.
Networking Break | 11:00 – 11:10 a.m.
General Session Continues | 11:10 a.m. – 12:00 p.m.
Lunch | 12:00 – 1:00 p.m.
Afternoon | On-Your-Own Activities
Tuesday, August 20
Breakfast | 6:45 – 7:30 a.m.
General Session | 7:30 – 9:15 a.m.
Charting the Course: Mastering Strategy and Organizational Change Leadership
Caroline Johnson, Author, Speaker, & Consultant
In an era of rapid change and evolving market landscapes, credit union leaders must possess a strategic vision and plan to steer their organizations toward sustained success. Join us for an engaging and interactive workshop, "Charting the Course," designed to equip CEOs, senior executives, and board members with the tools and insights needed to navigate the complexities of today's financial ecosystem.
Explore the pillars of strategic leadership, including strategic positioning, future sustainability, overcoming organizational resistance to change, effective change strategies, and phases of organizational change. Through dynamic discussions, hands-on exercises, and group simulations, participants will gain a deep understanding of how these elements intersect to shape organizational strategy and drive competitive advantage.
Ultimately, you'll learn to anticipate and respond to industry disruptions, seize emerging opportunities, and position your credit union for long-term viability and growth. Whether you're charting a new course or refining your existing strategy, this workshop will empower you to lead with confidence and foresight in an ever-changing world. Together, we'll chart the course of strategic change, forging a path toward lasting success and impact.
Networking Break | 9:15 – 9:30 a.m.
General Session Continues | 9:30 – 11:00 a.m.
Networking Break | 11:00 – 11:10 a.m.
General Session Continues | 11:10 a.m. – 12:00 p.m.
Lunch | 12:00 – 1:00 p.m.
Afternoon | On-Your-Own Activities
Wednesday, August 21
Breakfast | 6:45 – 7:30 a.m.
General Session | 7:30 – 9:15 a.m.
Assessing Your EI and How It Affects Your Organization
Jack Mizrahi, Executive Coach & Lecturer
In today’s business climate, the path to organizational excellence is more challenging than ever. Whether it is evolving workplace demographics and logistics, inflationary pressures, employee hiring, motivation and retention, the need for agile and servile leadership is critical. The foundation of this leadership philosophy is Emotional Intelligence (EI). In this session, you will assess and understand your level of EI, how it impacts you and your organization and the available tools to transform and elevate your organization to the highest levels of
Networking Break | 9:15 – 9:30 a.m.
General Session Continues | 9:30 – 11:00 a.m.
Networking Break | 11:00 – 11:10 a.m.
General Session Continues | 11:10 a.m. – 12:00 p.m.
Execu/Net Concludes | 12:00 p.m.
Travel & Lodging
Hotel
The Summit at Big Sky
50 Big Sky Resort Road
Big Sky, MT 59716
800.548.4486
CUES has reserved a limited number of rooms at the Big Sky Resort at the discounted rates below for single/double occupancy. To make hotel reservations, book online or call the reservations line at 800.548.4486, option 2. Be sure to mention CUES Execu/Net 2024 to receive the group rate.
Huntley 2 Queen Mountain View |$219Huntley 2 Queen, Queen/Twin Bunk Loft | $269
Summit Queen Studio | $289
Summit 2 Queen | $339
Summit 1 King | $364
Summit Mobility Accessible King | $364
The rate is good from Friday, August 16, 2024, through Friday, August 23, 2024, while availability exists within the block. If you are interested in coming early or staying longer, please call 800.548.4486 to check availability within or outside the CUES block.
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 Tuesday, July 16, 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. In the event you are unable to make the program (e.g. your flight is canceled), you are responsible for calling the hotel to cancel your room reservation.
Check-in time is 5:00 p.m. and check-out is at 11:00 a.m.
Hotel Policies & Ammenities
- Resort Bellman shuttle for transport within the Big Sky Community
- Exclusive access to resort activity schedule
- Children's activities in the Huntley Lodge lobby
- Movies in the amphitheater nightly
- Complimentary scenic lift rides
- Complimentary boat rentals at Lake Levinski every Wednesday from 9:00 a.m. - 1:00 p.m.
Airport
Transportation
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).
Parking
Information You Should Know
Who should attend CUES Execu/Net?
Execu/Net explores critical industry topics in-depth. Be sure to send your CEO, senior executives, board chair, directors and supervisory committee members.
What is the benefit of the unique schedule?
We all know taking breaks, exercising, and connecting with nature can aid learning and retention. Unfortunately for many of us, getting away—even for a few minutes—is easier said than done.
Enter CUES Execu/Net, with a schedule ready-built to aid learning and help you take your organization from where it is now to where you want it to be:
- You’ll spend time in high-level, interactive workshops with lively discussions and group problem-solving to provide a fresh perspective.
- You’ll have ample time for reflection and exploration amidst some of the country’s most beautiful vistas, so you can imagine the possibilities for integrating what you’ve learned into your credit union’s plans when you return home.
- Plus, you’ll enjoy extensive peer networking throughout your time; share ideas with fellow CU leaders as you foster new—and deepen existing—relationships.
What does my registration fee include?
Your registration fee includes:
- All sessions and materials
- Sunday welcome reception
- Breakfast on Monday, Tuesday and Wednesday
- Lunch on Monday and Tuesday
I’m registered; where can I get more information?
Right here! This handout contains everything you need to know about attend this event, including:
- Where to stay
- What airport to fly into, and other transportation information
- When to arrive
- What to pack
- Spouse/guest information, if applicable
Will I earn Continuing Professional Education (CPEs) credits for attending?
Yes! Execu/Net meets the following standards:
- CPE credits earned: up to 15
- 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.
What is available for my guest?
CUES offers a meal plan for the guests of attendees. The cost of the meal plan is $375, and will include breakfast Monday-Wednesday, and lunch Monday and Tuesday.
To make the most of your afternoons, we recommend exploring all that Vail has to offer. Learn more about summer in Vail here.
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
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 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 should I wear?
Plan on business casual attire. We suggest you bring a sweater or jacket along in case you find the meeting room temperature chilly.
Speakers
Natalie Baumgartner
Partner & Chief Research Officer
Contemporary Leadership Advisors
Caroline Johnson
Author, Speaker, & Consultant
Jack Mizrahi
Emotional Intelligence Expert, Executive Coach and Motivational Speaker
Ask Us a Question
Let us know if you have a specific question or comment regarding this program.
LOCATION
Big Sky, MT
The Summit at Big Sky & Huntley Hotel
DATES
August 18-21, 2024
UNLIMITED/ UNLIMITED+ MEMBER
$1,795
$2,380 CAD
INDIVIDUAL MEMBER
$2,095 $2,920 CAD
NON-MEMBER PRICE
$2,495 $3,305 CAD
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