Back by Popular Demand
Board Development and Responsibilities Conference
November 9 - 12, 2023 | Hyatt Regency Grand Cypress | Orlando, Florida
Back by Popular Demand!
Revitalize your spirit, refresh your skills and renew your dedication at CU Conferencesʼ annual Credit Union Spring Training Conference. Held during two different weeks in March and in two invigorating & scenic locations.
And, you will have valuable networking time with fellow board of directors, board chairs, supervisory committee members, senior managers, marketing and business development managers and other credit union professionals from across the country.
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 7, 2023: $1395
September 8 - October 5, 2023: $1445
October 6, 2023 and Beyond: $1495
Guest Program: $249
Guest Program
Our Guest Program enables your registered guest(s) to join you during the following conference events: ($249 Additional)
Thursday's Reception
Friday's Sit-Down Breakfast
Friday's Sit-Down Luncheon
Saturday's Sit Down Breakfast
Hotel Reservation
Book your room online to receive rates starting at $269*.
*$40 daily resort fee is WAIVED when you book through CU Conferences' room block.
Check in is 3:00 p.m. and check out is 11:00 a.m.
Special room rates available through October 16, 2023, based on availability
If you are unable to book a room, call CU Conferences at 888-465-6010 for assistance.
Airport and Ground Transportation
Orlando Airport (MCO) is approximately 30 minutes from the Hyatt Regency Grand Cypress Hotel.
**All rates listed are subject to change and are estimates. Please check rates with the ground transportation taxi and shuttle booth prior to departure.
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 59° in the evenings.
Speaker Information
Stay tuned for speaker information.
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 9, 2023
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, OM Financial, and would like to thank them for co-sponsoring the reception. Learn more about OM Financial.
Friday, November 10, 2023
8:00 – 9:00 a.m. (GP)
Sit-Down Breakfast
Join us for a hearty sit-down breakfast. Registered guests are welcome to attend.
9:00 – 9:15 a.m.
Introduction
9:15 – 10:15 a.m.
Introduction and How to Understand Responsibilities
During this kickoff session to the conference, you will gain an introduction to general board responsibilities, NCUA guidelines, different governance models, and your board fiduciary responsibilities.
10:15 – 10:30 a.m.
Networking and Refreshment Break
10:30 – 11:30 a.m.
Effective Board Meetings
Do you spend more time during your board meetings “in the weeds” of operational matters – or do you focus on big picture strategic issues? In this session you will learn some thoughts and best practices for planning better board meetings, meeting format and agendas, strategic planning in board meetings, some metrics and scorecards, and board self-assessment strategies.
11:35 a.m. – 12:35 p.m.
CEO Evaluations
Do you have a detailed method to evaluate and compensate your CEO, and is it directly linked to your Credit Union’s mission, strategic goals, and values? Do you evaluate your CEO with subjective and objective criteria? In this session you will learn some thoughts and best practices for: Pay philosophy, benchmarks for CEO pay, evaluation methodology, and sample evaluation & incentive pay program.
12:35 – 1:35 p.m. (GP)
Group Luncheon
Join us for lunch. Registered guests are welcome to attend.
1:35 – 2:35 p.m.
CEO Evaluations (Continued)
Join Bruce after lunch for his continued session for evaluating and compensating your CEO.
2:40 – 3:40 p.m.
Board Development
Is your board stuck? If so – it’s probably because some boards NEVER change. A well-functioning and properly structured board of directors provides good governance and has never been more important.
Session Highlights:
Board assessments and Evaluations
Board Composition
Board Succession and Development
Associate Board Member Programs
Recruiting and Securing Productive Board Members
3:40 – 4:00 p.m.
Daily Wrap-Up
Saturday, November 11, 2023
8:00 – 9:00 a.m. (GP)
Sit-Down Breakfast
Join us for a hearty sit-down breakfast. Registered guests are welcome to attend.
9:00 – 9:05 a.m.
Opening Remarks
9:05 – 10:15 a.m.
Your Credit Union in Your Community
How involved is your credit union in your community? Does your credit union have a separate foundation to use for community support and philanthropic endeavors? Have you considered creating a foundation?
Session Highlights:
Basic Steps to Create a Foundation
How to Structure Your Foundation
How to Use the Foundation in Your Community
10:15 – 10:30 a.m.
Networking and Refreshment Break
10:30– 11:45 a.m.
Roundtable Discussion and Q&A
As you can see from all the information you received, there is a lot to consider when it comes to board development and responsibilities. We’ll utilize this time to break into small groups and discuss those considerations with each other to help find real solutions you can bring back to your credit union.