Symposium | CUES

CUES Symposium is the premier industry conference to strengthen the partnership between the CEO and board chair. By attending together, you will share learning experiences and team-building opportunities, resulting in a powerful union that works well together, ultimately strengthening and advancing the credit union.

This specialized event is highly interactive, providing opportunities to collaborate, share ideas, problem solve, network and develop plans ready for the credit union to implement immediately.

Join the conversation: #CUESSymposium

	United States	Canada*
CUES Member — Unlimited/Unlimited+ Level	$5,600	$7,560
CUES Member — Individual Level	$6,000	$8,100
Non-Member	$7,400	$9,900

	United States	Canada*
CUES Member — Unlimited/Unlimited+ Level	$2,800	$3,780
CUES Member — Individual Level	$3,000	$4,050
Non-Member	$3,700	$4,995

Sunday, January 26

CUES Symposium Registration and Welcome Reception | 4:00 – 5:30 p.m.

Monday, January 27

Tuesday, January 28

Breakfast Buffet | 7:00 – 8:00 a.m.

Breakout Sessions | 8:00 – 9:30 a.m.

Navigating Digital Disruption
Saikat Chaudhuri, Professor, University of California at Berkeley

Today’s organizations need to continuously navigate rapid changes in both technologies and business models. Digital transformation presents opportunities but also challenges across industries, and established companies must understand how to defend themselves as well as adapt in order to flourish. This session will include exercises and discuss strategies to manage digital disruption and ensure greater innovation success rates.
Strategic Agility & Decision Making
Kathy Pearson, President and Founder, Enterprise Learning Solutions

Today’s business environment is no longer described as having an “ebb and flow,” but rather a permanent “whitewater” condition, particularly after the global pandemic. This increased speed of change has caused a movement from discrete-event strategic planning to more dynamic planning – the quarterly strategy “refresh,” for example. However, many organizations struggle with the ability to stay nimble to respond to rapid market changes because of a variety of factors. This session explores the common barriers to agility, provides tools to overcome these barriers, and describes best practices in building adaptability in strategic initiatives.

An Approach to AI Adoption for Credit Unions
Lamont Black, Professor, DePaul University, Driehaus College of Business

AI is a rapidly growing trend, but it can be hard for credit unions to know where to begin with AI adoption. In this workshop, we’ll discuss the excitement and fear around this technology and then we’ll jump into practical ideas for moving forward with AI at your credit union. Board members play an important role in framing the big picture like AI principles to make sure that this is consistent with the credit union’s values. Executives have the opportunity to develop a strategy around specific tools like generative AI and machine learning to empower their employees and better serve their members. This workshop will provide board members and executives with a framework for developing a solid and mission-centric approach to AI adoption at their credit union.

Networking Break | 9:30 – 9:45 a.m.

Breakout Sessions Continue | 9:45 – 11:00 a.m.

Travel Time | 11:00 - 11:05 a.m.

Bonus Sessions | 11:05 a.m. – 12:00 p.m.

TBD

Lunch | On your own

Optional Event

Golf Tournament
Tuesday, January 28, 2025
Shotgun start at 1:00 p.m.
Price: $395
Golf Club Rental: $100

Between lush mountains and rugged ocean cliffs on the sunny South Shore of Kauai, Poipu Bay Golf Course boasts 18 championship holes with seashore paspalum greens that are as visually stunning as they are challenging. Designed by Robert Trent Jones Jr., Poipu Bay is one of the most highly acclaimed resort courses in the Pacific. Play where the champions play, and join us for our annual golf tournament. The registration fee includes golf, transportation, cart rental, lunch, and prizes.

Wednesday, January 29

Thursday, January 30

Simon T. Bailey

EXECUTIVE ADVISOR, CAREER MENTOR & KEYNOTE SPEAKER

Simon T. Bailey International

Lamont Black

PROFESSOR

DePaul University, Driehaus College of Business

Saikat Chaudhuri

PROFESSOR

University of California at Berkeley

Harry Kraemer

KELLOGG SCHOOL OF MANAGEMENT PROFESSOR, FORMER CEO OF BAXTER, BEST-SELLING AUTHOR

Heather McKissick

CEO

CUES

Kathy Pearson

PRESIDENT & FOUNDER

Enterprise Learning Solutions

Why Attend CUES Symposium

This specialized event is highly interactive, providing opportunities for your CEO and chair to collaborate, share ideas, problem solve, and develop plans ready to take home and implement immediately.

The CEO and Board Chair will:

Enjoy shared learning from world-class speakers and educators both in- and outside the CU movement for a full cross-industry perspective
Network and participate in breakout sessions with CUs of similar asset size
Learn to work together as true partners, benefiting the credit union for years to come
Follow a flexible agenda that allows time for networking with like-minded CUs and island exploration
Enjoy a bucket-list location, designed to help them get away from the day-to-day and focus on team building

Car Rentals

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. Emerald Club Enrollment (Emerald Club benefits applicable to both Enterprise & National reservations).

Optional Events

Information You Should Know

Your registration includes:

All educational sessions and all their materials
A welcome reception on Sunday for attendees and their guest
Breakfast and refreshment breaks on Monday, Tuesday, Wednesday and Thursday

*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 16
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 Symposium?

CUES Symposium is for CEO and board chair pairs; your team must attend this event together, so be sure to register them at the same time.

Your vice chair may attend CUES Symposium with the CEO and board chair for succession planning purposes, or if the board chair is unable to attend.

What is available for my guest?

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 Thursday. We are currently working on pricing at this time. See our Travel/Lodging tab for full details when available.

Duration

Format

Audience

Experience

Create a Dynamic Duo

Pricing

Price for the Pair:

Price for Each Additional Attendee:

Thank You to Our Sponsors

Snapshots from Symposium

Have You Attended Symposium in the Past?

Agenda