Execu/Summit®
Duration
6 days
Format
In person
Send
Executive Team & Directors
Experience
Snowmass Village, CO
Achieve Peak Performance
CUES Execu/Summit® is a truly unique, can’t-miss event for those wanting to set themselves and their CU up for success!
Execu/Summit’s distinctive schedule bookends educational sessions around free time, giving you plenty of time to learn, network and explore beautiful scenery—a perfect combination.
Topics are selected to give you what you need to take your organization’s performance to the next level. This year's speakers will address:
- Empowering Leadership
- Negotiation Skills for Credit Union Leaders
- Economic Outlook & Its Impact on CUs
- Strategic Execution
- Effective Succession Planning
"I found talking with people in various sized CUs and gaining their perspectives on issues that I’m dealing with highly valuable."
HOURS OF LEARNING
Attendees of CUES 2024 Execu/Summit spent 17 hours learning with their peers
CPE CREDITS
Attendees will earn up to 21.5 Continuing Professional Education Credits
Network with Your Peers
Agenda
Sunday, March 9
Welcome Reception & Registration | 5:00 - 6:00 p.m.
Monday, March 10
Breakfast | 7:00 - 7:30 a.m.
Introduction & CUES Updates | 7:30 - 7:45 a.m.
General Session to be Announced | 7:45 - 9:30 a.m.
Free Time | 9:30 a.m. - 3:00 p.m.
Warm-up Break | 3:00 - 3:30 p.m.
General Session Continued | 3:30 - 6:00 p.m.
Tuesday, March 11
Breakfast | 7:00 - 7:30 a.m.
General Session | 7:30 - 9:30 a.m.
Elevate Your Negotiation Skills: A Workshop for Credit Union Leaders
Dr. Jamie Leddin, Professor at Vanderbilt University
Are you ready to enhance your negotiation skills and drive better results for your credit union? Join Dr. Jamie Leddin for an engaging and impactful workshop designed for credit union leaders like you. Specifically tailored for credit union leaders, this session offers a blend of foundational principles and advanced techniques that cater to the credit union sector.
This workshop is more than a learning opportunity—it's an opportunity to transform your negotiation approach and achieve exceptional results for both you and your credit union. Whether you’re a CEO, board chair, supervisory committee member, or director, you’ll walk away with actionable insights and enhanced confidence in your negotiation skills.
What You'll Gain:
- Advanced Techniques: Learn and practice negotiation strategies, helping you secure better outcomes in high-stakes discussions.
- In-Depth Knowledge: Explore core negotiation principles with a focus on practical applications relevant to the credit union industry.
- Interactive Experience: Engage in hands-on exercises, real-world scenarios, and role-playing activities to reinforce key concepts and gain practical experience.
Free Time | 9:30 a.m. - 3:00 p.m.
Warm-up Break | 3:00 - 3:30 p.m.
General Session Continued | 3:30 - 6:00 p.m.
Wednesday, March 12
Breakfast | 7:00 - 7:30 a.m.
General Session | 7:30 - 9:30 a.m.
U.S. Economic Forecast and Its Influence on Credit Unions
Steve Rick, Director and Chief Economist, TruStage
The presentation will examine how the global economy, financial sector, and labor market influence the U.S. economy, interest rates, and credit union balance sheets and earnings. Steve Rick will provide analysis and benchmarks to evaluate your credit union’s performance. He will also highlight trends in savings and lending activities and assess the potential impact of future economic developments in 2025.
Sessions end for the day / free time | 9:30 a.m.
Thursday, March 13
Breakfast | 7:00 - 7:30 a.m.
General Session | 7:30 - 9:30 a.m.
Execution: It's More than Simply Getting Things Done
Tony Moore, International Keynote Speaker, Author, and Executive Coach
Execution is one of the hallmarks of a great leader. However, execution is more than the ability to get things done. It is the discipline of ensuring the right things get done at the right time by the right people. Without this discipline, leaders find themselves in the weeds, serving as the primary decision-maker, and impeding efficiency. Regrettably, the discipline of execution eludes many leaders because of the challenge of transitioning from one who does the work to one who ensures work gets done through others. When leaders are promoted without proper preparation, they continue to rely on the skills, competencies, and approach to leadership that made them successful at the previous level. Unfortunately, as in the words of author Marshall Goldsmith, “What got you here, won’t get you there.”
Utilizing humorous lecture, real-life examples, small group discussions, and interactive exercises. This session will walk participants through a proven process to reverse the effects of promotion without preparation. Participants will depart with the tools needed to create a system of execution and reporting mechanisms that ensure the right things get done at the right time by the right people.
What you’ll learn:
- The symptoms of promotion without preparation and how to address them.
- The components needed to build a system of execution that ensures the right things get done at the right time by the right people.
- How to leverage a decision-making and communication matrix that supports a system of execution.
Free Time | 9:30 a.m. - 3:00 p.m.
Warm-up Break | 3:00 - 3:30 p.m.
General Session Continued | 3:30 - 6:00 p.m.
Friday, March 14
Breakfast | 7:00 - 7:30 a.m.
General Session | 7:30 - 9:30 a.m.
The Smart Executive’s Approach to Effective Succession Planning - Part 2
Tony Moore, International Keynote Speaker, Author, and Executive Coach
Execu/Summit Concludes— Safe Travels! | 9:30 a.m.
Speakers
Jamie Leddin, Ed.D.
CO-FOUNDER
Leddin Group
Dr. Y. Sekou Bermiss
ASSOCIATE PROFESSOR OF STRATEGY AND ENTREPRENEURSHIP
UNC Kenan-Flagler Business School
Tony Moore
INTERNATIONAL KEYNOTE SPEAKER, AUTHOR, AND EXECUTIVE COACH
Steve Rick
DIRECTOR AND CHIEF ECONOMIST
TruStage
Sponsorship Opportunities
Connect with credit union directors, board committee members, CEOs and executives at Execu/Summit. A conference that blends educational sessions, networking opportunities and exhilarating recreation. CUES Execu/Summit has an average of 52 attendees from 41 credit unions.
Sponsorship Benefits
Platinum Sponsorship
CUES Supporting and Premier Supplier Members: $9,000
Limit 4 Sponsors - first come, first served
- 3-5-minute company presentation to all attendees
- Sponsor logo and link included in pre and post event CUES email marketing
- Three conference registrations (additional registrations available)
- Co-sponsorship of the Welcome Reception
- Tabletop display/booth
- Conference attendee list
- Company brochure in attendee materials
- Networking opportunities
- Sponsor recognition on name badge
- Logo and link on cues.org
For nonmember pricing, or more information on membership, contact supplierrelations@cues.org.
Gold Sponsorship
CUES Supporting and Premier Supplier Members: $7,000
- Sponsor logo and link included in pre and post event CUES email marketing
- Two conference registrations (additional registrations available)
- Co-sponsorship of the Welcome Reception
- Tabletop display/booth
- Conference attendee list
- Company brochure in attendee materials
- Networking opportunities
- Sponsor recognition on name badge
- Logo and link on cues.org
For nonmember pricing, or more information on membership, contact supplierrelations@cues.org.
Additional Opportunities
Add ons to Sponsorship include:
- Closing Lunch
- Tote bag
- Laynards
- Note pad/Pens
Become a sponsor today!
Space is limited—register today to ensure increased visibility for your firm. For more sponsorship information, email supplierrelations@cues.org.
Attendees by Asset Size
Attendees by Title
Why Attend?
Strengthen your leadership impact! Executives, Directors, and Supervisory Committee members are encouraged to attend for exclusive insights, strategic tools, and valuable networking to drive organizational success. Don’t miss this opportunity to lead the future.
You will:
- Tackle new, high-level topics daily with content focusing on on-the-rise strategic issues, and sessions diving deep into the subjects in a workshop environment.
- Experience personal relationship growth during the planned networking times. CUES’ intimate learning environment lends itself to open discussion, but the group problem-solving sets it apart.
- Notice our speakers are highly-respected experts in their fields.
- Enjoy the nontraditional schedule, with its unique balance of classroom learning and free time for networking, reflection, and activities, which leads to better retention. You’ll head back to your credit union with many new ideas to implement.
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/Summit, 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.
- During your free time 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.
Travel & Lodging
Hotel
Viewline Resort Snowmass
100 Elbert Lane
Snowmass Village, CO 81615
Phone: 970.923.8200
Reservations: 970.742.0005
Discounted Rates:
- Run of House: $549/night
- Upgraded Premium Pinnacle Rooms: $599/night
Wildwood Snowmass Hotel
40 Elbert Lane
Snowmass Village, CO 81615
Reservations: 970.742.0005
Discounted Rate: $339/night
Conveniently located next to the conference center.
To book a room, call 970.742.0005 during office hours (8:30 AM - 5 PM MST, Monday-Saturday).
Note: Outside these hours, calls will be routed to the Marriott central reservations team, who cannot assist with Wildwood bookings.
Please make your hotel reservations prior to Friday, February 7, 2025. The hotel may accept reservations after this date based on availability; however, room rates are not guaranteed so early reservations are recommended.
A deposit equal to the full value will be charged on Friday, February 7. Cancellations made after this date will result in forfeiture of room and tax charge for the stay.
*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 4:00 p.m. and check-out is at 11:00 a.m.
There is a daily resort fee of $40 which includes: self-parking, standard internet service, airport shuttle service, community shuttles, and a variety of onsite entertainment and après programming.
Flights
Snowmass Village is conveniently located a short 15 minute drive from Aspen/Pitkin County Airport.
Lift Tickets
We are currently working on updated information regarding discounted group lift tickets and equipment rental rates, car rentals and more. Check back for updates!
Meal Plan Option
Separate registration required
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. The cost for the meal plan is $495. A badge is required for these meal functions.
Information You Should Know
Your registration includes:
- Welcome Reception
- Five breakfasts
- Three warm up breaks
- 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
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.
This conference meets the following standards:
- CPE credits earned: up to 21.5
- 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.
Who Should Attend Execu/Summit?
Execu/Summit explores critical industry topics in-depth. Be sure to send your CEO, senior executives, board chair, directors and supervisory committee members.
Life Tickets & Rental Equipment
We are currently working on lift ticket details. When available, pease visit the Travel & Lodging tab.
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.
I’m registered; where can I get more information?
You can find your information sheet here soon! It will contain 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
DATES
March 9-14, 2025
LOCATION
Viewline Resort Snowmass
Snowmass Village, CO
UNLIMITED/
UNLIMITED+
MEMBER PRICE
$2,295
$3,100 CAD
INDIVIDUAL
MEMBER PRICE
$2,695 $3,640 CAD
NON-MEMBER PRICE
$3,195 $4,315 CAD
Ask Us a Question
Let us know if you have a specific question or comment regarding this program.