Maximizing Your Board’s Potential Webinar Playback
Watch this August 2023 webinar playback for a breakdown of the learning resources available to board members through CUES.
As a credit union board liaison, you have a wide variety of responsibilities, from coordinating the logistical details of board meetings, materials, communications and retreats, to helping ensure that your credit union’s board and governance structure are operating as effectively as possible. As the complexity of issues facing the leadership of credit unions grows each day, the job of a board liaison is becoming more and more vital.
This training will include interactive hypotheticals, small group exercises, best practice examples and tips from fellow board liaisons. You’ll also benefit from a helpful set of digital templates, including a draft board liaison job description and relevant guides and examples, to aid you and your credit union’s governance efforts.
From outlining the unique role and responsibilities of a board liaison to developing effective board packets, meeting agendas, committee charters, board portals, and more, this event will offer advice that’s practical and actionable.
We’ll cover:
- Key Responsibilities
- Board Governance
- Compliance and Regulations
- Board Succession Planning
- Effective Meeting Strategies
- Strategy
To support your continued development and engagement, you will be able to participate in a virtual session 2-weeks after the workshop. This one-hour virtual session offers you the opportunity to continue discussion and engage with your fellow attendees a few weeks after the workshop. You will automatically receive a calendar invite upon registering for the workshop.
Agenda
CUES is currently developing the agenda for Board Liaison Workshop 2024; check back later for updates! For reference, the agenda for 2023 is below.
Digital Doors open
12:50 p.m. – 1:00 p.m.
Welcome & Introductions
1:00 – 1:10 p.m.
General Session (Break times TBD)
1:10 – 2:30 p.m.
Navigating the Boardroom: Unveiling Key Insights, Industry Updates, and Hot Topics for Effective Board Liaisons
Ancin Cooley, Principal, Synergy Credit Union Consulting
Join us for an engaging and informative session designed exclusively for board liaisons and professionals seeking to enhance their impact in the boardroom. This dynamic session will provide an unparalleled opportunity to delve into the latest trends, challenges, and opportunities shaping the board liaison landscape.
By attending this session, you will gain valuable insights into:
- The latest survey findings on board liaisons, benchmarking your practices against industry trends
- Strategies to strengthen your role as a board liaison, enhancing your effectiveness and impact
- Navigating the evolving governance landscape with confidence, equipped with up-to-date industry knowledge
- Approaches to addressing hot topics that resonate with board members, fostering productive dialogue and decision-making
- Building a network of peers and professionals, fostering connections and collaboration for future success
Day One Close & Session Assignment
2:30 p.m.
Be prepared to share an article based on current Credit Union trends that fellow Liaisons can relate to and/or benefit from.
Digital Doors open
12:50 p.m – 1:00 p.m.
General Session (Break times TBD)
1:00 – 2:30 p.m.
Unlocking Efficiency and Effectiveness: Leveraging AI in Your Role as a Board Liaison
Ancin Cooley, Principal, Synergy Credit Union Consulting
Are you a board liaison seeking ways to enhance your efficiency and effectiveness in supporting board activities? In this breakout session, we will delve into the transformative power of Artificial Intelligence (AI) and its application in the realm of board liaison work.
In this session, we will explore how AI technologies like ChaptGPT can revolutionize your role as a board liaison, enabling you to streamline processes, drive informed decision-making, and optimize your overall impact. This session is designed for Board liaisons at all experience levels, from beginners to seasoned professionals. No prior knowledge of AI is required.
Day Two Close & Session Assignment
2:30 p.m.
Try at least one AI tool mentioned in the session to keep a routine task. Be prepared to discuss at the next session.
Digital Doors open
12:50 p.m. – 1:00 p.m.
General Session (Break times TBD)
1:00 – 2:25 p.m.
Integrated Learnings & Discussion
Ancin Cooley, Principal, Synergy Credit Union Consulting and Dottie Schindlinger, Executive Director, Diligent Institute
Join us on day 3 to discuss how to incorporate learnings from this workshop into everyday tasks. We’ll not only discuss specifics from these sessions but also hear from a fellow Governance Technology specialist to talk about their experience and how it compares in today’s environment.
Wrap up/Closing remarks
2:25 – 2:30 p.m.
Thursday, October 12
To support your continued development and engagement, you will be able to participate in a virtual session three weeks after the workshop. This one-hour virtual session offers you the opportunity to continue discussion and engage with your fellow attendees. Join us Thursday, October 12 from 1-2 p.m. CT to share takeaways, desired next steps, challenges, and successes since the workshop.
Zoom links and resources for all sessions will be made available to you via our CUES Events app.
CUES is currently determining the speaker lineup for Board Liaison Workshop 2024. Check back later for updates!
FAQ
For virtual education support, review these helpful steps and frequently asked questions.
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.
We are currently working on an Information Sheet for you; it contains everything you need to know about attending this event. Once available, you will be able to find it here.
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.
Your registration fee includes all sessions and materials.
If you have any questions or inquiries, please contact CUES Headquarters at 800.252.2664 or outside the U.S. call 608.271.2664 or email cues@cues.org.
Maximizing Your Board’s Potential Webinar Playback
Watch this August 2023 webinar playback for a breakdown of the learning resources available to board members through CUES.
As a credit union board liaison, you have a wide variety of responsibilities, from coordinating the logistical details of board meetings, materials, communications and retreats, to helping ensure that your credit union’s board and governance structure are operating as effectively as possible. As the complexity of issues facing the leadership of credit unions grows each day, the job of a board liaison is becoming more and more vital.
This training will include interactive hypotheticals, small group exercises, best practice examples and tips from fellow board liaisons. You’ll also benefit from a helpful set of digital templates, including a draft board liaison job description and relevant guides and examples, to aid you and your credit union’s governance efforts.
From outlining the unique role and responsibilities of a board liaison to developing effective board packets, meeting agendas, committee charters, board portals, and more, this event will offer advice that’s practical and actionable.
We’ll cover:
- Key Responsibilities
- Board Governance
- Compliance and Regulations
- Board Succession Planning
- Effective Meeting Strategies
- Strategy
To support your continued development and engagement, you will be able to participate in a virtual session 2-weeks after the workshop. This one-hour virtual session offers you the opportunity to continue discussion and engage with your fellow attendees a few weeks after the workshop. You will automatically receive a calendar invite upon registering for the workshop.
Agenda
CUES is currently developing the agenda for Board Liaison Workshop 2024; check back later for updates! For reference, the agenda for 2023 is below.
Digital Doors open
12:50 p.m. – 1:00 p.m.
Welcome & Introductions
1:00 – 1:10 p.m.
General Session (Break times TBD)
1:10 – 2:30 p.m.
Navigating the Boardroom: Unveiling Key Insights, Industry Updates, and Hot Topics for Effective Board Liaisons
Ancin Cooley, Principal, Synergy Credit Union Consulting
Join us for an engaging and informative session designed exclusively for board liaisons and professionals seeking to enhance their impact in the boardroom. This dynamic session will provide an unparalleled opportunity to delve into the latest trends, challenges, and opportunities shaping the board liaison landscape.
By attending this session, you will gain valuable insights into:
- The latest survey findings on board liaisons, benchmarking your practices against industry trends
- Strategies to strengthen your role as a board liaison, enhancing your effectiveness and impact
- Navigating the evolving governance landscape with confidence, equipped with up-to-date industry knowledge
- Approaches to addressing hot topics that resonate with board members, fostering productive dialogue and decision-making
- Building a network of peers and professionals, fostering connections and collaboration for future success
Day One Close & Session Assignment
2:30 p.m.
Be prepared to share an article based on current Credit Union trends that fellow Liaisons can relate to and/or benefit from.
Digital Doors open
12:50 p.m – 1:00 p.m.
General Session (Break times TBD)
1:00 – 2:30 p.m.
Unlocking Efficiency and Effectiveness: Leveraging AI in Your Role as a Board Liaison
Ancin Cooley, Principal, Synergy Credit Union Consulting
Are you a board liaison seeking ways to enhance your efficiency and effectiveness in supporting board activities? In this breakout session, we will delve into the transformative power of Artificial Intelligence (AI) and its application in the realm of board liaison work.
In this session, we will explore how AI technologies like ChaptGPT can revolutionize your role as a board liaison, enabling you to streamline processes, drive informed decision-making, and optimize your overall impact. This session is designed for Board liaisons at all experience levels, from beginners to seasoned professionals. No prior knowledge of AI is required.
Day Two Close & Session Assignment
2:30 p.m.
Try at least one AI tool mentioned in the session to keep a routine task. Be prepared to discuss at the next session.
Digital Doors open
12:50 p.m. – 1:00 p.m.
General Session (Break times TBD)
1:00 – 2:25 p.m.
Integrated Learnings & Discussion
Ancin Cooley, Principal, Synergy Credit Union Consulting and Dottie Schindlinger, Executive Director, Diligent Institute
Join us on day 3 to discuss how to incorporate learnings from this workshop into everyday tasks. We’ll not only discuss specifics from these sessions but also hear from a fellow Governance Technology specialist to talk about their experience and how it compares in today’s environment.
Wrap up/Closing remarks
2:25 – 2:30 p.m.
Thursday, October 12
To support your continued development and engagement, you will be able to participate in a virtual session three weeks after the workshop. This one-hour virtual session offers you the opportunity to continue discussion and engage with your fellow attendees. Join us Thursday, October 12 from 1-2 p.m. CT to share takeaways, desired next steps, challenges, and successes since the workshop.
Zoom links and resources for all sessions will be made available to you via our CUES Events app.
CUES is currently determining the speaker lineup for Board Liaison Workshop 2024. Check back later for updates!
FAQ
For virtual education support, review these helpful steps and frequently asked questions.
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.
We are currently working on an Information Sheet for you; it contains everything you need to know about attending this event. Once available, you will be able to find it here.
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.
Your registration fee includes all sessions and materials.
If you have any questions or inquiries, please contact CUES Headquarters at 800.252.2664 or outside the U.S. call 608.271.2664 or email cues@cues.org.
Board Liaison Workshop focuses on leadership and governance.
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