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.

Registration & Hotel Information

Conference Registration

We offer an excellent educational return on your conference investment. Register early for greatest savings.

Registration rates:


Guest Program

Our guest program enables your registered guest(s) to join you during the following conference events: ($259 additional per guest)

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:

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:

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:


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:


2:50 – 3:50 p.m. 

Compliance & Regulatory Issues


Staying compliant with regulations is essential to avoid legal and financial repercussions.


Key Subcategories:


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:

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:


11:25 - 12:30 p.m.

Roundtable Discussion and Q&A

12:30 p.m.

Conference Wrap-up

Take the Afternoon & Evening to Enjoy the Sites, Sounds & Flavors of Orlando!

Sunday, November 9, 2025

Travel Day - Have a Safe Trip Home!

Register Early & Save!