Artificial intelligence, blockchain, and data analytics are playing a significant role in the financial services market. As a result, board members are tasked with making critical decisions regarding the various types of technology a credit union deploys.
Governance Leadership Institute II: Emerging Technologies specifically addresses these timely issues. Join us for an in-depth look at how emerging technologies can optimize board performance and give your credit unions a distinct edge in a competitive marketplace.
During this two-day event, we’ll explore:
- Using AI to benefit your credit union
- Evidence-based decision-making
- Weighing the options in selecting AI
- Using predictive models to your advantage
- The credit union director’s guide to cryptocurrencies
- IT security strategies
Why Attend?
Credit union governance continues to evolve with the incorporation of new rules, new regulations, and more advanced technologies. With its focus on fintech, Governance Leadership Institute II: Emerging Technologies looks at how this multibillion-dollar industry has disrupted the traditional financial services model.
While technology makes financial services simpler, more accessible, and affordable, it also presents new risks, challenges, and opportunities that impact the way a credit union conducts business. Governance Leadership Institute II: Emerging Technologies specifically addresses the board’s role in the governance of technological innovation, increasing a board member’s confidence and knowledge, and encouraging sound business practices.
Using a range of case studies, participants will look at how credit unions invest in, acquire, or partner with fintechs. Upon completion of the curriculum, they will leave with a greater understanding of how their fintech board decisions impact their credit union’s business model.
Specifically, Governance Leadership Institute II: Emerging Technologies addresses:
- Why millions of dollars are being invested in fintech by credit unions.
- How other credit unions have blazed new trails in the delivery of member services.
- What questions to ask to make informed fintech decisions.
- How new technologies like artificial intelligence, blockchain, and data analytics help credit unions optimize operations to gain a competitive edge.
-
13.5
13.5 hours of CUES Governance Leadership Institute II: Emerging Technologies learning.
-
16
Up to 16 Continuing Professional Education credits for successful participation.
-
A.CCD
A.CCD designation with completion of both Governance Leadership Institute I & Governance Leadership Institute II: Emerging Technologies.
Earn Two Prestigious Designations
Those who successfully complete CUES Governance Leadership Institute I will earn the prestigious Certified Credit Union Director (CCD) designation. Maximize your learning from Rotman faculty when you stay the entire week and register for both CUES Governance Leadership Institute I and II. Although not required, we recommend that attendees complete CUES Governance Leadership Institute I before attending CUES Governance Leadership Institute II: Emerging Technologies.
Attendees who successfully complete both CUES Governance Leadership Institute I and CUES Governance Leadership Institute II: Emerging Technologies gain the added distinction of earning the Advanced Certified Credit Union Director (A.CCD). This added certification merits board members by increasing confidence and knowledge on governance and the ability to execute sound business practices. Join the elite members that hold this designation.
Please note you can only earn the A.CCD designation if you complete both institute programs.
Knowledge Gained
CUES Governance Leadership Institute II: Emerging Technologies benefits board members through:
- Learning alongside international colleagues in a relaxed, collaborative environment. Most attendees hail from the United States and Canada.
- A curriculum developed specifically for credit unions by Joseph L. Rotman School of Management faculty. Esteemed faculty members serve as continued support for attendees post-graduation.
- Earning up to 16 Continuing Professional Education (CPE) credits.
Although not required, we recommend you complete CUES Governance Leadership Institute before attending CUES Governance Leadership Institute™ II: Emerging Technologies.
CUES Governance Leadership Institute™ II: Emerging Technologies focuses on AI and data analytics.
Subscribe to receive more information on Governance Leadership Institute™ II: Emerging Technologies.
Download the Brochure
Download your copy of the Governance Leadership Institute brochure.
Curriculum
Introduction and Case Study
Review governance fundamentals, including the director’s duty of care as applied to the topic areas. The case study will focus on a real-life AI situation, such as the cost-benefit scenario of using AI to optimize operations within credit unions.
Evidence Based Decision-Making
Explore how data is improving decision-making and being used to fundamentally change how organizations make strategic decisions and investments. We’ll also discuss how data analytics is replacing intuition, best guess scenarios and best practices.
Case Study
Discuss board decision-making around an investment in AI—we’ll cover the pros, the cons and how to decide between options and alternatives.
The confluence of Artificial Intelligence (AI) and Machine Learning (ML)
Learn how predictive models can assist credit union managers and boards in both strategic and operational initiatives to create a competitive advantage.
Block Chain
The credit union director’s guide to cryptocurrencies—including the pros and cons, and the questions to ask management when developing a robust digital strategy.
IT Security Strategy
Discuss cybercrime and the need for strategic IT investments to help prevent data breaches.
Agenda
Breakfast
7:30 a.m. – 8:30 a.m.
Welcome & Program Introduction
8:30 a.m. – 8:30 a.m.
Big Data
8:30 a.m.– 10:00 a.m.
Break
10:00 a.m. – 10:30 a.m.
Big Data
10:30 a.m. – 12:00 p.m.
Lunch
12:00 p.m. – 1:00 p.m.
Information Technology & Cybersecurity Risk
1:00 p.m. – 2:30 p.m.
Break
2:30 p.m. – 3:00 p.m.
Information Technology & Cybersecurity Risk
3:00 p.m. – 4:30 p.m.
Breakfast
7:30 a.m. – 8:00 a.m.
Key Takeaways
8:00 a.m. – 8:30 a.m.
Blockchain: Opportunities and Limits of This Emerging Technology
8:30 a.m. – 10:00 a.m.
Break
10:00 a.m. – 10:30 a.m.
Blockchain: Opportunities and Limits of This Emerging Technology
10:30 a.m. – 12:00 p.m.
Lunch
12:00 p.m. – 1:00 p.m.
Meltdown: Why Our Systems Fail and What We Can Do About It
1:00 p.m. – 3:00 p.m.
Break
3:15 p.m. – 3:30 p.m.
Bringing it All Together
3:00 p.m. – 5:00 p.m.
Hotel
Yorkville Royal Sonesta Hotel
220 Bloor Street West
Toronto, Ontario, Canada
416.960.5200
Rates at the Yorkville Royal Sonesta are $379 CAD for single/double and are subject to applicable taxes.
Room rates and availability are not guaranteed, so early reservations are recommended. The hotel may accept reservations after Friday, May 17, 2024, based on availability; however, the discounted rooms may be gone before that date.
*Remember that all hotel arrangements are strictly between you and the hotel. In the event you are unable to make the institute (e.g. your flight is canceled), you are responsible for calling the hotel to cancel your room reservation.
Check-in time is 3:00 p.m. and check-out time is 12:00 p.m.
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
For those attending from outside Canada – don’t forget your passport. 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. 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).
Although not required, we recommend you complete CUES Governance Leadership Institute before attending CUES Governance Leadership Institute II.
CUES Governance Leadership Institute II offers a robust professional development experience for:
- Graduates of CUES Governance Leadership Institute.
- Executives who would like an in-depth education on how new technologies.
- Board chairs seeking a challenging academic opportunity.
- Dedicated directors and supervisory committee members who want to prepare for a new AI environment.
Your tuition includes:
- Welcome reception and dinner on Wednesday evening at the Yorkville Royal Sonesta Hotel
- Breakfast, lunch and breaks on Thursday and Friday onsite, at the Rotman School of Management
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.
Yes! This institute meets the following standards:
- Earn up to 16 CPE Credits
- 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.
In addition to earning up to 16 Continuing Professional Education (CPE) credits for CUES Governance Leadership Institute II: Emerging Technologies, participants who successfully complete both CUES Governance Leadership Institute I and CUES Governance Leadership Institute II: Emerging Technologies earn the prestigious Advanced Certified Credit Union Director (ACCD) designation.
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.
Artificial intelligence, blockchain, and data analytics are playing a significant role in the financial services market. As a result, board members are tasked with making critical decisions regarding the various types of technology a credit union deploys.
Governance Leadership Institute II: Emerging Technologies specifically addresses these timely issues. Join us for an in-depth look at how emerging technologies can optimize board performance and give your credit unions a distinct edge in a competitive marketplace.
During this two-day event, we’ll explore:
- Using AI to benefit your credit union
- Evidence-based decision-making
- Weighing the options in selecting AI
- Using predictive models to your advantage
- The credit union director’s guide to cryptocurrencies
- IT security strategies
Why Attend?
Credit union governance continues to evolve with the incorporation of new rules, new regulations, and more advanced technologies. With its focus on fintech, Governance Leadership Institute II: Emerging Technologies looks at how this multibillion-dollar industry has disrupted the traditional financial services model.
While technology makes financial services simpler, more accessible, and affordable, it also presents new risks, challenges, and opportunities that impact the way a credit union conducts business. Governance Leadership Institute II: Emerging Technologies specifically addresses the board’s role in the governance of technological innovation, increasing a board member’s confidence and knowledge, and encouraging sound business practices.
Using a range of case studies, participants will look at how credit unions invest in, acquire, or partner with fintechs. Upon completion of the curriculum, they will leave with a greater understanding of how their fintech board decisions impact their credit union’s business model.
Specifically, Governance Leadership Institute II: Emerging Technologies addresses:
- Why millions of dollars are being invested in fintech by credit unions.
- How other credit unions have blazed new trails in the delivery of member services.
- What questions to ask to make informed fintech decisions.
- How new technologies like artificial intelligence, blockchain, and data analytics help credit unions optimize operations to gain a competitive edge.
-
13.5
13.5 hours of CUES Governance Leadership Institute II: Emerging Technologies learning.
-
16
Up to 16 Continuing Professional Education credits for successful participation.
-
A.CCD
A.CCD designation with completion of both Governance Leadership Institute I & Governance Leadership Institute II: Emerging Technologies.
Earn Two Prestigious Designations
Those who successfully complete CUES Governance Leadership Institute I will earn the prestigious Certified Credit Union Director (CCD) designation. Maximize your learning from Rotman faculty when you stay the entire week and register for both CUES Governance Leadership Institute I and II. Although not required, we recommend that attendees complete CUES Governance Leadership Institute I before attending CUES Governance Leadership Institute II: Emerging Technologies.
Attendees who successfully complete both CUES Governance Leadership Institute I and CUES Governance Leadership Institute II: Emerging Technologies gain the added distinction of earning the Advanced Certified Credit Union Director (A.CCD). This added certification merits board members by increasing confidence and knowledge on governance and the ability to execute sound business practices. Join the elite members that hold this designation.
Please note you can only earn the A.CCD designation if you complete both institute programs.
Knowledge Gained
CUES Governance Leadership Institute II: Emerging Technologies benefits board members through:
- Learning alongside international colleagues in a relaxed, collaborative environment. Most attendees hail from the United States and Canada.
- A curriculum developed specifically for credit unions by Joseph L. Rotman School of Management faculty. Esteemed faculty members serve as continued support for attendees post-graduation.
- Earning up to 16 Continuing Professional Education (CPE) credits.
Although not required, we recommend you complete CUES Governance Leadership Institute before attending CUES Governance Leadership Institute™ II: Emerging Technologies.
CUES Governance Leadership Institute™ II: Emerging Technologies focuses on AI and data analytics.
Subscribe to receive more information on Governance Leadership Institute™ II: Emerging Technologies.
Download the Brochure
Download your copy of the Governance Leadership Institute brochure.
Curriculum
Introduction and Case Study
Review governance fundamentals, including the director’s duty of care as applied to the topic areas. The case study will focus on a real-life AI situation, such as the cost-benefit scenario of using AI to optimize operations within credit unions.
Evidence Based Decision-Making
Explore how data is improving decision-making and being used to fundamentally change how organizations make strategic decisions and investments. We’ll also discuss how data analytics is replacing intuition, best guess scenarios and best practices.
Case Study
Discuss board decision-making around an investment in AI—we’ll cover the pros, the cons and how to decide between options and alternatives.
The confluence of Artificial Intelligence (AI) and Machine Learning (ML)
Learn how predictive models can assist credit union managers and boards in both strategic and operational initiatives to create a competitive advantage.
Block Chain
The credit union director’s guide to cryptocurrencies—including the pros and cons, and the questions to ask management when developing a robust digital strategy.
IT Security Strategy
Discuss cybercrime and the need for strategic IT investments to help prevent data breaches.
Agenda
Breakfast
7:30 a.m. – 8:30 a.m.
Welcome & Program Introduction
8:30 a.m. – 8:30 a.m.
Big Data
8:30 a.m.– 10:00 a.m.
Break
10:00 a.m. – 10:30 a.m.
Big Data
10:30 a.m. – 12:00 p.m.
Lunch
12:00 p.m. – 1:00 p.m.
Information Technology & Cybersecurity Risk
1:00 p.m. – 2:30 p.m.
Break
2:30 p.m. – 3:00 p.m.
Information Technology & Cybersecurity Risk
3:00 p.m. – 4:30 p.m.
Breakfast
7:30 a.m. – 8:00 a.m.
Key Takeaways
8:00 a.m. – 8:30 a.m.
Blockchain: Opportunities and Limits of This Emerging Technology
8:30 a.m. – 10:00 a.m.
Break
10:00 a.m. – 10:30 a.m.
Blockchain: Opportunities and Limits of This Emerging Technology
10:30 a.m. – 12:00 p.m.
Lunch
12:00 p.m. – 1:00 p.m.
Meltdown: Why Our Systems Fail and What We Can Do About It
1:00 p.m. – 3:00 p.m.
Break
3:15 p.m. – 3:30 p.m.
Bringing it All Together
3:00 p.m. – 5:00 p.m.
Hotel
Yorkville Royal Sonesta Hotel
220 Bloor Street West
Toronto, Ontario, Canada
416.960.5200
Rates at the Yorkville Royal Sonesta are $379 CAD for single/double and are subject to applicable taxes.
Room rates and availability are not guaranteed, so early reservations are recommended. The hotel may accept reservations after Friday, May 17, 2024, based on availability; however, the discounted rooms may be gone before that date.
*Remember that all hotel arrangements are strictly between you and the hotel. In the event you are unable to make the institute (e.g. your flight is canceled), you are responsible for calling the hotel to cancel your room reservation.
Check-in time is 3:00 p.m. and check-out time is 12:00 p.m.
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
For those attending from outside Canada – don’t forget your passport. 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. 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).
Although not required, we recommend you complete CUES Governance Leadership Institute before attending CUES Governance Leadership Institute II.
CUES Governance Leadership Institute II offers a robust professional development experience for:
- Graduates of CUES Governance Leadership Institute.
- Executives who would like an in-depth education on how new technologies.
- Board chairs seeking a challenging academic opportunity.
- Dedicated directors and supervisory committee members who want to prepare for a new AI environment.
Your tuition includes:
- Welcome reception and dinner on Wednesday evening at the Yorkville Royal Sonesta Hotel
- Breakfast, lunch and breaks on Thursday and Friday onsite, at the Rotman School of Management
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.
Yes! This institute meets the following standards:
- Earn up to 16 CPE Credits
- 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.
In addition to earning up to 16 Continuing Professional Education (CPE) credits for CUES Governance Leadership Institute II: Emerging Technologies, participants who successfully complete both CUES Governance Leadership Institute I and CUES Governance Leadership Institute II: Emerging Technologies earn the prestigious Advanced Certified Credit Union Director (ACCD) designation.
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.