Breakfast Buffet | 7:00 – 8:00 a.m.

Welcome to Symposium and Introductions | 8:00 – 9:05 a.m.

• Facilitated by: Simon T. Bailey, Author, Coach and Conference Emcee; Heather McKissick, CUES CEO

Break | 9:05 – 9:25 a.m.

General Session | 9:25 – 11:45 a.m. 

Becoming the Best: Build a World-Class Organization Through Values-Based Leadership
Harry Kraemer, Kellogg School of Management Professor, former CEO of Baxter, Best-Selling Author

Are you ready to elevate your leadership skills and transform your Credit Union? Join us for an engaging and thought-provoking session on values-based leadership, where we will explore the four foundational principles that empower individuals to lead with authenticity and purpose. This session will provide you with the tools and insights needed to lead with values and inspire others to do the same.

Lunch | On your own

Optional Events – separate registrations required

Catamaran Whale Watch Sail
12:45 p.m. – 4:30 p.m.
Price: $295

The Whale Watch Sails are currently sold out for Monday, Tuesday and Wednesday. To be added to the waitlist, please contact events@cues.org.

Climb aboard a 65-foot luxury sailing catamaran, and prepare yourself for one of the treasures of Hawai‘i – Humpback Whale Season! Each year, between December and March, Humpback whales return to their Hawaiian Islands winter home to give birth. In these warm, sheltered waters, the whales are observed and admired. These playful giants are frequently seen breaching, spy hopping, and fluking, all common marine mammal behaviors, and sometimes swimming nearby to observe the catamaran and passengers up close! As you cruise the calm South Shore waters of Kaua‘i, the catamaran crew will serve delicious appetizers and drinks from an all-inclusive bar. This is truly an extraordinary adventure.

Waimea Canyon Tour with Lunch
12:55p.m. – 6:00 p.m. 
Price: $295

​​​​​​​This event is currently sold out. To be added to the waitlist, please contact events@cues.org.

Discover the serene folds of Hanapepe Valley, Port Allen, and the mysterious remains of a Russian Fort. You’ll visit Spouting Horn for photos of the blowhole in action. Travel through lush fields, miles of sugar-white sandy beaches, through Koloa where the first Hawaii sugar plantation once thrived, and up to historic Waimea Town, the site of Captain Cook’s first landing. Experience grand vistas of the place Mark Twain once called “the Grand Canyon of the Pacific” - Waimea Canyon. Numerous rivers and streams fed by Mt. Wai‘ale‘ale (the wettest spot on earth) have carved the living rock of Kaua‘i into an earth-toned wonder. You will be mesmerized by the constantly changing parade of colors on the canyon walls. Weather permitting, you’ll see grand views of the Na Pali cliffs. Lunch will be enjoyed at one of the favorite spots on Kaua‘i “Keoki’s Paradise”. We recommend wearing comfortable shoes and bringing a light jacket, sunglasses, and a camera. 

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.

Board Chair Roundtable: Driving Effective Governance and Strategic Oversight
Harry Kraemer, Kellogg School of Management Professor, former CEO of Baxter, Best-Selling Author

Join fellow credit union board chairs for a dynamic and collaborative roundtable discussion tailored to the unique responsibilities of board leadership. This session provides a confidential and engaging environment to explore critical governance challenges, share best practices, and discuss strategies for fostering a high-performing board that aligns with your credit union's mission and vision. This peer-driven dialogue will empower you to strengthen your leadership role and better support your credit union’s long-term success. 

Lunch | On your own

Optional Events – separate registrations required

Golf Tournament
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. 
 

Catamaran Whale Watch Sail
12:45 p.m. – 4:30 p.m.
Price: $295

The Whale Watch Sails are currently sold out for Monday, Tuesday and Wednesday. To be added to the waitlist, please contact events@cues.org.

Climb aboard a 65-foot luxury sailing catamaran, and prepare yourself for one of the treasures of Hawai‘i – Humpback Whale Season! Each year, between December and March, Humpback whales return to their Hawaiian Islands winter home to give birth. In these warm, sheltered waters, the whales are observed and admired. These playful giants are frequently seen breaching, spy hopping, and fluking, all common marine mammal behaviors, and sometimes swimming nearby to observe the catamaran and passengers up close! As you cruise the calm South Shore waters of Kaua‘i, the catamaran crew will serve delicious appetizers and drinks from an all-inclusive bar. This is truly an extraordinary adventure.

Economic Resilience Center Tour
12:15 p.m. – 4:30 p.m.
Price: $195

Kauai FCU’s decision to create an economic resilience center stemmed from an intentional effort to increase access to critical services that “steward a cooperative economy that honors culture, community, and climate.” Some of their tenant-partners have included the Small Business Administration (due to the Hawaii fires in 2023); Waiwai Collective, a coworking and event rental provider; a non-profit Kauai Makerspace – teaching children 3D printing and other technologies; and, of course, Kauai FCU’s third branch expansion. Along with these partners, Kauai FCU has provided numerous community events, including children and local entrepreneur markets, cultural events, and financial education opportunities.

Click here to read more about Kauai FCU’s progress in their latest Social Impact Report.

This event includes lunch, a tour and presentation of the property, and time to explore a local vendor market. 

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
• Strategic Agility & Decision Making, Kathy Pearson, President and Founder, Enterprise Learning Solutions
• An Approach to AI Adoption for Credit Unions, Lamont Black, Professor, DePaul University, Driehaus College of Business

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.

CEO Roundtable: Leadership in the Evolving Credit Union Landscape
Harry Kraemer, Kellogg School of Management Professor, former CEO of Baxter, Best-Selling Author

Join your fellow credit union CEOs for an engaging and interactive roundtable discussion designed to address the unique challenges and opportunities facing today’s credit union leaders. This session provides a collaborative space to share insights, explore innovative strategies, and identify solutions to pressing issues, including navigating economic uncertainties, enhancing member experience, and fostering organizational growth. The discussion will emphasize peer-to-peer learning and allow participants to leverage collective expertise. Attendees will leave with actionable ideas and strengthened connections to support strategic decision-making in their credit unions.

Lunch | On your own

Optional Event – separate registration required

Catamaran Whale Watch Sail
12:45 p.m. – 4:30 p.m.
Price: $295

The Whale Watch Sails are currently sold out for Monday, Tuesday and Wednesday. To be added to the waitlist, please contact events@cues.org.

Climb aboard a 65-foot luxury sailing catamaran, and prepare yourself for one of the treasures of Hawai‘i – Humpback Whale Season! Each year, between December and March, Humpback whales return to their Hawaiian Islands winter home to give birth. In these warm, sheltered waters, the whales are observed and admired. These playful giants are frequently seen breaching, spy hopping, and fluking, all common marine mammal behaviors, and sometimes swimming nearby to observe the catamaran and passengers up close! As you cruise the calm South Shore waters of Kaua‘i, the catamaran crew will serve delicious appetizers and drinks from an all-inclusive bar. This is truly an extraordinary adventure.

Aloha Closing Reception | 5:00 - 6:30 p.m.

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
• Strategic Agility & Decision Making, Kathy Pearson, President and Founder, Enterprise Learning Solutions
• An Approach to AI Adoption for Credit Unions, Lamont Black, Professor, DePaul University, Driehaus College of Business

Networking Break | 9:30 – 9:45 a.m.

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

Networking Break | 11:00 - 11:15 a.m.

General Session: Parting Perspectives | 11:15 a.m. – 12:00 p.m.
Harry Kraemer

Symposium Concludes | 12:00 p.m.