Board Development and Responsibilities Conference
November 6 - 9, 2025 | Hyatt Regency Grand Cypress | Orlando, Florida
Back by Popular Demand!
This conference is ideal for new credit union board members and associate board members that are looking to get a better understanding of their duties and responsibilities as directors. Board chairs looking to generate change will also benefit from this conference gaining an understanding of different governance models, CEO evaluation and compensation, running effective meetings, and some best practices being used at other credit unions.
Earn 8.4 CPE credits while attending this conference.
Conference Quick Links:
Registration & Hotel Information
Conference Registration
We offer an excellent educational return on your conference investment. Register early for greatest savings.
Registration rates:
On or Before September 4, 2025: $1395
September 5 - October 2, 2025: $1445
October 3, 2025, and Beyond: $1495
Guest Program: $259
Guest Program
Our guest program enables your registered guest(s) to join you during the following conference events: ($259 additional per guest)
Thursday's Reception
Friday's Breakfast
Friday's Sit-Down Luncheon
Saturday's Breakfast
Hotel Reservation
Book your room online or call the Hyatt Regency Grand Cypress at 800-233-1234. to receive rates starting at $279*.
*$49 daily resort fee is WAIVED, when you book through CU Conferences' room block.
If you are unable to book a room, call CU Conferences at 888-465-6010 for assistance.
Airport and Ground Transportation
Orlando International Airport (MCO) — approximately 10 minutes from the Hyatt Regency Grand Cypress Resort in Orlando.
Taxi: Approximately $60 by taxi from MCO to Hyatt Regency Grand Cypress Resort.
**All rates listed are subject to change and are estimates. Please check rates with the ground transportation taxi.
Weather
The weather in Orlando during the month of November is rather pleasant. The average temperature reaches a high of about 78° during the day and a 60° in the evenings.
Speaker Information
Bruce Hoogstraten, President
High Street Coaching, LLC
Conference Agenda
Schedule subject to change. Registered guests are welcome during these (GP) credit union conference events.
All sessions will be lead by Bruce Hoogstraten, President/CEO, High Street Coaching, LLC
Thursday, November 6, 2025
4:00– 5:00 p.m.
Conference Registration
5:00 – 6:00 p.m. (GP)
Welcome Reception
Join us for cocktails, light dining, and great conversation. Registered guests are welcome to attend.
CU Conferences is grateful for the support of its sponsor, PARC Street Partners, and would like to thank them for co-sponsoring the reception.
Be sure to stop by and visit a Parc Representative during reception!
Friday, November 7, 2025
8:00 – 9:00 a.m. (GP)
Breakfast
Join us for a hearty breakfast. Registered guests are welcome to attend.
9:00 – 9:15 a.m.
Opening Remarks
9:15 – 10:15 a.m.
Roles and Responsibilities of Credit Union Directors
During this kickoff session to the conference, you will gain an introduction to general board responsibilities. This sets the stage by clearly defining what it means to be a credit union director, focusing on fiduciary responsibilities, legal obligations, and the strategic role they play in the credit union's success.
Key Subcategories:
Fiduciary Responsibilities: care, loyalty, and obedience
Understanding bylaws and governance documents
Director liability and indemnification
10:15 – 10:25 a.m.
Credit Union Compensation Philosophy: Rewarding & Retaining Key Executives
PARC Street Partners' Representative
10:25 – 10:40 a.m.
Networking and Refreshment Break
10:40 – 11:40 a.m.
Governance Best Practices for Credit Unions
Effective governance is essential for the credit union's long-term sustainability and member trust. Do you have a good governance model at your credit union – and have you updated (or rewritten) your policy manual to reflect your governance model? How well do you balance oversite with strategic guidance?
Key Subcategories:
Board composition and succession planning
Effective meeting management and decision-making
Balancing oversight with strategic guidance
11:45 a.m. – 12:45 p.m.
Financial Literacy for Credit Union Directors
Directors must understand key financial concepts to make informed decisions and oversee the credit union's financial health. View a better understanding of reading financial statements and KPIs, asset-liability management (ALM) basics, and managing risk.
Key Subcategories:
Reading financial statements and KPIs
Asset-liability management (ALM) basics
Monitoring and managing risk (credit, liquidity, interest rate)
12:45 – 1:45 p.m. (GP)
Group Luncheon
Join us for lunch. Registered guests are welcome to attend.
1:45 – 2:45 p.m.
Strategic Planning and Vision Development
Directors are responsible for steering the credit union toward long-term goals that align with member needs. How well are your mission, vision, and strategy aligned? Also discuss emerging trends and member-centric innovation.
Key Subcategories:
Aligning mission, vision, and strategy
Identifying and managing strategic risks
Emerging trends and member-centric innovation
2:50 – 3:50 p.m.
Compliance & Regulatory Issues
Staying compliant with regulations is essential to avoid legal and financial repercussions.
Key Subcategories:
Key regulations affecting credit unions (e.g., NCUA, BSA, CFPB)
Role of the supervisory committee
Cybersecurity and data protection obligations
3:50 – 4:00 p.m.
The Day in Review
Saturday, November 8, 2025
8:00 – 9:00 a.m. (GP)
Breakfast
Join us for a hearty sit-down breakfast. Registered guests are welcome to attend.
9:00 – 9:10 a.m.
Opening Remarks
9:10 – 10:10 a.m.
The Board-CEO relationship
A strong, collaborative relationship between the board and CEO is crucial for effective leadership and governance. Look at setting clear expectations, evaluation methodology, pay philosophy, structuring compensation and incentive pay.
Key Subcategories:
Setting clear expectations and evaluating performance
Communication and Compensation
Navigating leadership transitions and succession planning
10:10 – 10:25 a.m.
Networking and Refreshment Break
10:25 – 11:25 a.m.
The Future of Credit Unions – Opportunities & Challenges
Directors need to understand the macro trends shaping the credit union industry to remain proactive and competitive. Technology and digital transformation, mergers, partnerships, and growth strategies, as well as evolving member demographics and expectations.
Key Subcategories:
Technology and digital transformation
Mergers, partnerships, and growth strategies
Evolving member demographics and expectations