Director's Critical Skills Conference

July 18-21, 2024 | The Westin San Diego Bayview | San Diego, California

Please Note: Our block of rooms is sold out. However, we have a few hotel options within walking distance of the conference hotel.
View the hotel options.

Join us in beautiful San Diego to learn about and hone the critical skills every board (and board member) should possess for effective board leadership and organizational guidance. Learn and network with board members, board chairs, CEOs and others from around the country while enjoying the vibrant downtown San Diego.

Earn 8.5 CPE credits while attending this conference.

Registration & Hotel Information

Conference Registration

We offer an excellent educational return on your conference investment. Register early for the best conference rates!

Guest Program

Our guest program enables your registered guest(s) to join you during the following conference events: ($299 additional per guest)

Hotel Reservation

Please Note: Our block of rooms is sold out. However we have a few hotel options within walking distance of the conference hotel. View the Hotel Options.

**Valet Parking: $56 per day

**Subject to change

Airport and Ground Transportation**

** All rates listed are estimates and subject to change – please check current rates with transportation providers
***Times subject to change


The weather in San Diego during the month of July is beautiful. The average temperature reaches a high of about 76° during the day and 66° in the evenings. 

The Westin San Diego Bayview

Your Conference Presenter

Tom Glatt, Jr., Principal/Strategy Consultant, Glatt Consulting Group, Inc.

Conference Agenda

Schedule subject to change. Registered guests are welcome during these (GP) credit union conference events.

All sessions will be presented by Tom Glatt, Jr.

Thursday, July 18, 2024

4:00 - 5:00 p.m.

Conference Registration

5:00 - 6:00 p.m. (GP)

Welcome Reception

Please join us for cocktails, light dining and a valuable networking opportunity with fellow directors, board chairs, supervisory committee members, CEOs, senior management, committee members, other credit union leaders from across the country and . . . “The Ones In Red”

CU Conferences is grateful for the support of its sponsor, PARC Street Partners, and would like to thank them for co-sponsoring the reception.

Friday, July 19, 2024

7:30 - 8:30 a.m. (GP)


Join us for a hearty breakfast. Registered guests are welcome to attend.

8:30 - 8:45 a.m.

Opening Remarks

8:45 - 9:45 a.m.

The Credit Union Governance Framework 

Does your credit union have a formal governance framework? Most credit unions do not. A governance framework creates the purpose of governance, establishes governance objectives, defines objective-specific responsibilities, and outlines the functions and activities of the various groups in the governance chain. In this session we'll review what a world-class governance framework looks like, and explore tips on how to implement the framework at your credit union. 

9:45 - 10:00 a.m.

Networking/Refreshment Break

10:00 - 11:00 a.m.

Director Responsibilities and Skills 

For boards to be effective, board members must be effective. And for a board member to be effective, they must possess the critical skills required to govern. Did you know there are seven documented skills every board member should possess? In this session we'll review the seven skills, and then explore how to strengthen them for improved individual and board governance performance.

11:00 a.m. - 12:00 p.m.

Skill Deep Dive: Reading and Understanding Financial Statements

Beyond the seven critical governance skills board members possess, there is one functional skill requirement that every board member should also possess: reading and understanding financial statements. Today, we’ll explore the construct of the balance sheet, income statement, and statement of financial ratios in order to strengthen basic understanding of these three instruments. And if you’re well-skilled at reading and understanding financial statements, then stay tuned - we’ll finish off the session modeling a few unique “scenarios” where you can put your skills to the test.   

12:00 - 1:00 p.m.

Sit-Down Luncheon

1:05 - 2:05 p.m.

Board Responsibilities and Skills: Strategy and Guidance

A foundation of effective, relevant strategy and clear guidance creates an environment that improves the likelihood of organizational success. The board should be heavily involved establishing strategy and offering guidance - but often the question is how to be involved without micromanaging. In this session we'll clear that up by walking through the three distinct areas where the board’s voice should be loud, clear, and heard. We'll end the session with practical tips for effective engagement in each of the three areas.

2:05 - 3:05 p.m.

Board Responsibilities and Skills: Monitoring Management

Often boards consume themselves with monitoring “non-strategic” trends and performance metrics. Why is that a concern? If strategy and guidance create the environment for success, monitoring the wrong things risks shifting organizational focus - often at the expense of good strategy.  We’ll explore how to monitor management in a way that reinforces strategic momentum without sacrificing safety and soundness.  

3:05 - 3:15 p.m.

Daily Wrap-Up

Enjoy the afternoon & evening exploring San Diego!

Saturday, July 20, 2024

8:00- 9:00 a.m. (GP)


Join us for breakfast. Registered guests are welcome to attend.

9:00 - 9:10 a.m.

Opening Remarks

9:10 - 10:15 a.m.

Board Responsibilities and Skills: Accountability

As cooperative entities, the boards of credit unions are accountable to members - but how does that accountability manifest itself in specific responsibilities? 

Tom will highlight the responsibilities that specifically relate to cooperative accountability, and explore how to live up to the responsibilities through specific board action and focus.

10:15 - 10:30 a.m.

Networking/Refreshment Break

10:30 - 11:30 a.m.

Roundtable Discussion and Q & A

Now is the perfect time to conclude by the sharing of ideas, best practices, and insights that help strengthen the credit union movement. During this roundtable, we’ll break into small groups to share and discuss the governance topics covered during the conference, or even issues of specific concern to your small group table. We’ll end with a large group reflection of roundtable discussions.

11:30 - 11:45 a.m.

Conference Wrap-Up

Enjoy the afternoon & evening exploring San Diego!

Sunday, July 21, 2024

Travel Day - Have a Safe Trip Home!

Register Early & Save!