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Governance Leadership Institute™ I
Duration
4 days
Format
In person
Send
Your Board
Experience
Toronto, Canada
Strengthen your contributions to your credit union.
You'll work through an intense curriculum focusing on issues at the organizational level during CUES Governance Leadership Institute.
Discover how to balance healthy debate and diversity with consensus building while learning from the renowned faculty at the Joseph L. Rotman School of Management. You'll gain a thorough understanding of key subjects, including:
- Strategy Leadership Development
- Effective Board and Management Communications
- Risk Management
- Negotiations
- Influencing Change
- Succession Planning
HOURS OF LEARNING
CUES Governance Leadership Institute’s schedule offers 22 hours of learning
CCD
All attendees who complete CUES Governance Leadership Institute will become a Certified Credit Union Director (CCD).
CPE CREDITS
Attendees will earn up to 26 Continuing Professional Education Credits
Network with Your Peers
CUES Governance Leadership Institute Attendees by Title
"This intensive three day institute was, in my opinion, the highest quality professional learning I have attended related to my role as a credit union director in my eighteen years I have served on a board."
Paul Cuthbert, CCD | Noventis Credit Union
Asset Size — $528 million
Why Attend?
When you attend you'll:
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Learn alongside your international colleagues in a relaxed, collaborative environment. Most attendees hail from the United States and Canada.
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Examine key governance and leadership strategies and return to your credit union armed to lead more effectively. Your credit union will benefit directly from your in-class reflection assignment.
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Benefit from our curriculum being developed specifically for credit unions by the faculty at Joseph L. Rotman School of Management. In fact, several esteemed faculty members are there for their students even after graduation, offering another level of support.
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Earn up to 26 Continuing Professional Education (CPE) credits.
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Be awarded the prestigious Certified Credit Union Director (CCD) designation after successfully completing all required elements of this program.
Maximize your learning when you stay the whole week.
Successfully complete both CUES Governance Leadership Institute I and CUES Governance Leadership Institute II: Emerging Technologies and you will earn the prestigious Certified Credit Union Director (CCD) and the Advanced Certified Credit Union Director (A.CCD) designations.
Sponsorship Opportunities
Governance Leadership Institute is an ideal event to introduce your firm and develop relationships with the most ambitious and forward-thinking leaders in the movement.
Open to executives as well as directors, this exceptional leadership program challenges attendees with comprehensive graduate-level coursework and is an ideal event to introduce your firm and develop relationships with the most ambitious and forward-thinking leaders in the movement. CUES Governance Leadership Institute has an average of 41 attendees from 26 credit unions.
Sponsorship Benefits
Exclusive Opportunity for CUES Supporting and Premier Supplier Members Only
$10,000 Per Institute / $17,000 Both GLI I and GLI II
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Two representatives may attend the Welcome Reception and dinner
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Sponsorship of the Welcome Reception
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Display space during the Welcome Reception
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Company brochure distributed to institute attendees
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Sponsor recognition on name badge
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Cocktail napkins with your company's logo distributed during the reception
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Sponsorship of a study break
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Sponsorship of morning coffee
GLI – Sponsorship of all GLI I & II
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One seat at each Institute
Become a sponsor today!
For more sponsorship information, contact Kari Sweeney, VP/Supplier Solutions, at 608.288.5326 or email kari@cues.org.
Attendees by Asset Size
An average of 36 individuals from 25 organizations attend each year.
Attendees by Title
Percentage of Attendees by Region
Curriculum
Credit Union Directors: Duties, Risks and Liabilities
Richard Powers
While directors roles may change depending on which sector they serve, many aspects concerning their fiduciary and legal duties and responsibilities remain the same. An examination of these duties highlights where the risks lie in the performance of their mandate.
Inside the Credit Union Boardroom – A Guide to Negotiation Strategies
Glen Whyte
Negotiations – both formal and informal - are ubiquitous in organizational life, and leaders are engaged in them non-stop. Special attention will be paid in this session to the complexities of negotiations that occur from time to time within the boardroom. Most commonly, the boardroom is fertile ground for the occurrence of groupthink, which generally refers to the tendency of groups to reach an agreement prematurely. In contrast, there are occasional times in the life of every board where there exists not too much consensus with respect to a specific issue, but rather not enough. For example, in the context of CEO succession, an organizational crisis, rapidly changing times, or perhaps mergers and acquisitions, the problem more likely is not too much consensus but rather little hope for it. If intense disagreements exist among board members with respect to key issues, the challenge becomes how to build the consensus necessary to move forward. That is the problem that we will attempt to solve for the bulk of the session. The session will be highly experiential and interactive in nature.
Governance of Credit Unions Best Practices
Peter Stephenson
The session will focus on nine ‘better’ practices that boards can use to enhance their effectiveness. Three of these will be examined in-depth: director selection, board evaluation and individual director evaluation. The important role Governance Committees can play in building better boards will also be discussed. Participants will be provided practical tools they can use with their own boards.
Inside the Credit Union Boardroom — Influencing Change Strategies
John Oesch
John will first facilitate a group case activity called SMACU. This simulated team decision places you in the role of a senior decision maker. The results of your decisions will become data that John will help analyze and use in discussion. The next segment of the session will be a presentation of Robert Cialdini’s principles of persuasion (see readings). We will close with a video case that John will use to illustrate many of these principles at work in a group decision setting (12 Angry Men video).
Critical Challenges & Opportunities for Credit Union Boards
Research on corporate governance is plentiful – sometimes overwhelmingly so. This session focuses in on insights that are valuable to credit union boards, and, most importantly, explores how participants can begin to apply them in the boardroom. Topics covered will include fiduciary duties, time management, board renewal/skills and also the emergence of director compensation.
SMACU - Comprehensive Case Study
Richard Powers
This is the final exercise in the SMACU Case Study. By this point you will be very familiar with the organization and the various members of the Executive Team and the Board of Directors. The decisions that we will examine this afternoon center on board best practices and different communication strategies that may be employed when dealing with conflict. The intention is to bring together the key learnings from the program in this final analysis.
In addition to a discussion of best practices, each group will be asked to present a comprehensive assessment of the current board and possible changes that they feel should be incorporated in order to maximize its effectiveness moving forward.
Agenda
We are currently working on program details for 2025. Below is our 2024 information for reference.
Sunday
Registration, Reception & Dinner
at the Yorkville Royal Sonesta
Reception | 6:00 – 6:30 p.m.
Dinner | 6:30 p.m.
Monday
Breakfast | 7:00 – 8:00 a.m.
Introduction to Mini Case | 8:00 – 8:45 a.m.
Credit Union Directors: Duties, Risk and Liability | 8:45 – 10:30 a.m.
Break (Group Photo) | 10:30 – 10:45 a.m.
Credit Union Directors: Duties, Risk and Liability (cont.) | 10:45 a.m. – 12:00 p.m.
Lunch | 12:00 – 1:00 p.m.
Inside the Credit Union Boardroom – A Guide to Negotiation Strategies | 1:00 – 3:00 p.m.
Break | 3:00 – 3:15 p.m.
Inside the Credit Union Boardroom – A Guide to Negotiation Strategies (cont.) | 3:15 – 5:00 p.m.
Tuesday
Breakfast | 7:00 – 8:00 a.m.
Mini Case and Lessons Learned from Day 1 | 8:00 – 8:45 a.m.
Governance of Credit Unions Best Practices | 8:45 – 10:30 a.m.
Break | 10:30 – 10:45 a.m.
Governance of Credit Unions Best Practices (cont.) | 10:45 a.m. – 12:00 p.m.
Lunch | 12:00 – 1:00 p.m.
Inside the Credit Union Boardroom Influencing Change Strategies | 1:00 – 3:00 p.m.
Break | 3:00 – 3:15 p.m.
Inside the Credit Union Boardroom Influencing Change Strategies (cont.) | 3:15 – 5:00 p.m.
Wednesday
Breakfast | 7:00 – 8:00 a.m.
Mini Case and Lessons Learned from Day 2 | 8:00 – 8:30 a.m.
Critical Challenges & Opportunities for Credit Union Boards | 8:30 – 10:30 a.m.
Break | 10:30 – 10:45 a.m.
Critical Challenges & Opportunities for Credit Union Boards (cont.) | 10:45 a.m. – 12:00 p.m.
Lunch | 12:00 – 12:45 p.m.
Comprehensive Case Study | 12:45 – 2:00 p.m.
Break | 2:00 – 2:15 p.m.
Team Presentations/Course Wrap up & Certificates | 2:15 – 4:15 p.m.
Faculty
We are currently working on program details for 2025. Below is our 2024 information for reference.
Andrew Seepersad
ASSOCIATE DIRECTOR, BUSINESS DESIGN INITIATIVE
Rotman School of Management
Richard C. Powers
ASSOCIATE DEAN & EXECUTIVE DIRECTOR OF MBA & MASTER OF FINANCE PROGRAMS
Rotman School of Management
John Oesch
ACADEMIC DIRECTOR
Rotman School of Management
Peter Stephenson
FOUNDER, ORGANIZATIONAL PSYCHOLOGIST, MANAGEMENT CONSULTANT
Meridien
Glen Whyte
PROFESSOR OF ORGANIZATIONAL BEHAVIOR AND HUMAN RESOURCE MANAGEMENT
Rotman School of Management
Program History
Good Governance Protects Your CU
As a credit union leader you’re expected to exceed members’ needs, be strong community partners, and meet regulatory requirements—all while keeping your institution financially sound.
The prestigious CUES Governance Leadership Institute is an intense program that combines the faculty, facilities and resources of one of the world’s top business schools into an unparalleled educational opportunity that will prepare you and your credit union to excel at the organizational level.
Developed specifically for the credit union industry, CUES Governance Leadership Institute was designed for director and executives alike. Its robust curriculum meets your needs through powerful CU-specific case studies focused on highly effective boards, interactive presentations, and collaborative exercises. We’ve also included ample discussion time for topics attendees have specifically requested. Plus, you’ll benefit from valuable networking with your colleagues.
As a graduate of this transformational program, you’ll leave equipped with a comprehensive understanding of how you can strengthen your boardroom contributions as you learn to effectively balance healthy debate and diversity with consensus building. You’ll also have a thorough understanding of key issues, including:
Duties, Risks and Liabilities
Examine the responsibilities of directors and executives, specifically relating to these uncertain financial times. Participants will:
- Examine the role of executives and the fiduciary duties of directors
- Explore liability
Negotiating During Decision-Making
Learn a practiced approach to managing information exchanges between board members and management. Discover:
- Ways to negotiate more effectively
- How information should flow between management and the board
Influencing Change
Explore the roles senior executives and board members play in managing and influencing organizational change. You will:
- Identify causes of sub-optimal information sharing in decisions
- Recognize the need for, and describe tactics for engaging in, constructive conflict in discussions
- Employ six scientific principles of persuasion and influence
Developing Effectiveness
Take part in a collaboration game to experience behaviors that lead to positive and negative exchanges. Learn to:
- Identify processes and tools you can use to increase effectiveness
- Consider the role of evaluations, and how they can enhance team dynamics
Board and Director Self-Assessment
Discuss several approaches to evaluating board and individual director effectiveness. Develop a framework for selecting new directors and recognize the socio-political complexities characterizing boards. You will:
- Gain new insights into selecting directors
- Explore in-depth frameworks for making the selection risk /management
CUES Governance Leadership Institute attendees can include:
- Board Chairs
- Directors
- CEOs
- SVPs
The Takeaway
When choosing an executive education program, it’s important to consider what you’ll get in return.
CUES executive education offerings are developed in conjunction with world-renowned universities and represent the highest quality professional development in the credit union industry; CUES Governance Leadership Institute is no exception. Taught by the esteemed Joseph L. Rotman School of Management faculty, and covering topics from strategy to governance responsibilities, this powerful learning experience helps you become a stronger contributor to your credit union, and better understand your fiduciary responsibilities.
Plus, if you successfully complete all required elements of the program, you’ll be awarded the prestigious Certified Credit Union Director (CCD) designation.
The Impact
Attendees who complete CUES Governance Leadership Institute and a reflection assignment in class will become a Certified Credit Union Director (CCD). The CCD designation establishes a standard of education and excellence for credit union leaders. It signifies you have made an ongoing commitment to your professional development and obtained a level of expertise recognized throughout the credit union movement. Over 800 industry professionals have earned their CCD.
Register Now
Good governance protects your credit union and CUES Governance Leadership Institute provides very tailored training and real benefits for you and your organization.
Register now by visiting the page link above or contacting Teresa Brogan, Executive Education Specialist, at 800.252.2664 or 608.271.2664, ext. 331; or email teresab@cues.org.
Travel & Lodging
Hotel
We are currently working on Hotel & Travel information for this event. Please check back later for more information.
Air Travel
There are two airports serving the Toronto area. The Toronto Pearson International Airport YYZ (recommended) and Billy Bishop YTZ (for shorter local and some East Coast flights). Most attendees will travel via the Toronto Pearson International Airport. Transportation to and from the hotel will take 45-60 minutes depending on the time of day. When booking your flights, please keep in mind that full participation is required to earn the designation. The program wraps up at 5:00 pm on the final day. If you choose to travel home that day, and not stay over, we recommend not booking flights that depart prior to 8:00 pm.
Passport Information
Passport rules require all airline passengers landing in the United States (including returning U.S. citizens) from Canada, Mexico, the Bahamas and the Caribbean to carry a passport. Don’t forget your passport. Visit www.travel.state.gov/ for information on obtaining a U.S. passport.
Ground Transportation
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).
Information You Should Know
Your tuition includes:
- Welcome reception and dinner on Sunday at the Yorkville Royal Sonesta Hotel
- Breakfast, lunch, and breaks Monday – Wednesday onsite at the Rotman School of Management
Cancellation Policy
- ALL CANCELLATIONS MUST BE IN WRITING (cues@cues.org)
- Prior to 120 days – full refund
- 61-120 days before start of event – 50% refund
- 0-60 days before start of event – no refund
Your spot will be secured when payment is received. 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, and let you know how we can help.
This conference meets the following standards:
- CPE credits earned: up to 26
- Program Level: Overview
- Delivery Method: Group-Live
- Field of Study: Personal Development
- Prerequisites: None
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.
Certified Credit Union Director Designation (CCD)
All attendees who complete CUES Governance Leadership Institute and an in-class reflection assignment will become a Certified Credit Union Director (CCD). This prestigious certification honors your outstanding professional development efforts and represents your dedication to the credit union movement.
CUES Governance Leadership Institute offers a robust professional development experience for:
- Executives who would like an in-depth education on how good governance can protect your credit union.
- Board chairs seeking a challenging academic opportunity.
- Dedicated volunteers and supervisory committee members who want to prepare for a new regulatory environment.
- Graduates of past CUES institutes interested in furthering their professional development.
- Past attendees of CUES Director Strategy Seminar or CUES Director Development Seminar who are ready to take their governance knowledge to the next level.
LOCATION
Toronto, Ontario, Canada
Rotman School of Management, University of Toronto
DATES
2025 Dates to be Determined.
UNLIMITED/ UNLIMITED+ MEMBER
$6,595
$8,740 CAD
INDIVIDUAL MEMBER
$6,895 $9,270 CAD
NON-MEMBER
$7,895 $10,460 CAD
Ask Us a Question
Let us know if you have a specific question or comment regarding this program.