Back by Popular Demand

Board Development and Responsibilities Conference

November 9 - 12, 2023 | Hyatt Regency Grand Cypress | Orlando, Florida

Back by Popular Demand!

This conference is ideal for new and associate credit union board members, as well as seasoned directors looking to gain a better understanding of their duties and responsibilities. Also for board chairs looking to generate change through gaining an understanding of different governance models, CEO evaluation and compensation methods, running effective meetings, and a few best practices being used at other credit unions. It is also recommended for supervisory committee members and CEOs.

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: ($249 Additional)

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.


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

Bruce Hoogstraten, President, High Street Coaching, LLC
Former Chair, Langley, FCU

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.


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:

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:

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. 

11:45 – 12:00 p.m.

Daily Wrap-Up

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

Sunday, November 12, 2023

Travel Day - Have a Safe Trip Home!

Register Early & Save!