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:
We offer an excellent educational return on your conference investment. Register early for greatest savings.
Registration rates:
On or Before September 10, 2026: $1395
September 11 - October 8, 2026: $1445
October 9, 2026 and Beyond: $1495
Guest Program: $259
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
Book Your Room Online or Call the Kimpton Miralina Resort & Villas* at (800) 832-2025. Be sure to mention CU Conferences to receive rates starting at $249. The daily resort fee (currently $32) is waived when you book through CU Conferences' room block.
Rates are based on availability. If you are unable to book a room, call CU Conferences at 888-465-6010 for assistance.
*Formerly Scottsdale Plaza Resort
Phoenix Sky Harbor International Airport (PHX) is approximately 30 minutes from the Kimpton Miralina Resort. Self-parking at hotel is available at no additional cost.
**All rates listed are subject to change and are estimates. Please check rates with the ground transportation taxi and shuttle booth prior to departure.
The weather in Scottsdale during the month of November is rather pleasant. The average temperature reaches a high of about 78°.
Bruce Hoogstraten, President
High Street Coaching, LLC
Schedule subject to change. Paid 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
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 Group, and would like to thank them for sponsoring the reception.
Be sure to stop by and visit a PARC Representative during the reception!
Join us for a hearty breakfast. Registered guests are welcome to attend.
Explore the legal duties, fiduciary expectations, and evolving responsibilities of credit union boards.
Session Highlights:
Duty of Care, Loyalty & Obedience
Board vs. Management Roles
What Every New Director Needs to Know
Overview of D&O Insurance and Governance Documents
PARC Street Group Representative
Learn how great boards operate. Discover tools, scorecards, and real-world practices that improve performance and board culture.
Session Highlights:
Understanding Bylaws & Policy Hierarchies
Governance Dashboards & Board Assessment Tools
Ethical Decision-Making & Conflicts of Interest
Board Culture and Policies
A practical session to help directors better understand the credit union’s financial statements, ratios, and trends.
Session Highlights:
Key Financial Ratios: Net Worth, ROA, NIM
Sample Income Statement & Balance Sheet
Understanding the 5300 Call Report
Interactive Financial Math Quiz
Join us for lunch. Registered guests are welcome to attend.
Explore how boards shape and monitor long-term strategy in partnership with management.
Session Highlights:
Aligning Mission, Vision, Strategic Goals, and purpose
Understanding the Planning Cycle (including offsite retreats)
Translating Strategy into Action
Identifying Strategic Risks
Directors play a key role in ensuring their credit union meets regulatory requirements and avoids penalties.
Session Highlights:
NCUA Oversight & Board Accountability
BSA/AML Requirements
Role of the Supervisory Committee
Cybersecurity & Data Protection
Real Case Studies of Compliance Failures
Join us for a hearty sit-down breakfast. Registered guests are welcome to attend.
A strong board-CEO partnership is essential. Explore how to evaluate, communicate with, and support the CEO—especially during transitions.
Session Highlights:
Setting Expectations & Performance Metrics
Succession Planning & CEO Search
Conflict Resolution & Feedback Practices
Case Discussion: Hiring the Wrong CEO
This forward-looking session helps boards prepare for tomorrow’s risks, technologies, and growth strategies.
Session Highlights:
AI, Fintech, and Open Banking Integration
Mergers, Partnerships, and Market Positioning
Cybersecurity Threats & Innovation Risks
Serving a New Generation of Members
What will you take back to your boardroom?
Interactive session with final takeaways