Network with Your Peers
Director Development Seminar Attendees by Title
Directors—join your colleagues for this two-day seminar to take a deep dive into governance best practices. In addition, there will be a post-session workshop that will allow you to gain deeper insight into the skillsets and characteristics that make for an excellent board chair. Separate registration is required for this post workshop.
This highly-interactive seminar will give you the opportunity to explore the four pillars of good governance—strategy setting, board process, board makeup and fiduciary oversight—and learn how to transition your board’s mindset from oversight to futurist.
The role you play is critical to your credit union’s long-term strength. Learn more by visiting our “Agenda” tab. Questions? Contact us or email events@cues.org.
Also, you can plan a full-board retreat at our director seminars! Contact CUES, and we’ll help you arrange meeting space before or after the event.
Subscribe to receive more information on Director Development Seminar.
Director Development Seminar Attendees by Title
CUES Director Development Seminar 2019 contained nearly 18 hours of learning.
You will earn up to 20 Continuing Professional Education credits for attending Director Development Seminar.
Breakfast & Registration
7:00 – 8:00 a.m.
Session
8:00 – 10:00 a.m.
Good Governance
Matt Fullbrook, Fullbrook Board Effectiveness
What, specifically, is good governance and how can we get it done? Why do groups tend to make not-great decisions, and what can we do about it?
Learning Objectives:
Networking Break
10:00 – 10:15 a.m.
Morning Session Continued
10:15 a.m. – 12:00 p.m.
Lunch
12:00 – 1:00 p.m.
Afternoon Session
1:00 – 2:15 p.m.
Director Responsibilities
Matt Fullbrook, Fullbrook Board Effectiveness
To whom does a director owe a duty? Legally, morally, and practically. What are “the weeds” and how, exactly, are we supposed to avoid them?
Networking Break
2:15 – 2:30 p.m.
AfternoonSession Continued
2:30 – 4:00 p.m.
Breakfast & Registration
7:00 – 8:00 a.m.
Session
8:00 – 10:00 a.m.
Understanding and Managing Information
(asymmetry through presentations, pre-reads, time allocation and more)
Matt Fullbrook, Fullbrook Board Effectiveness
Learning Objectives:
Networking Break
10:00 – 10:15 a.m.
Morning Session Continued
10:15 a.m. – 12:00 p.m.
Lunch
12:00 – 1:00 p.m.
Afternoon Session
1:00 – 2:15 p.m.
The Key to Good Governance
Matt Fullbrook, Fullbrook Board Effectiveness
What makes a director *excellent*? And why you–an individual board member–might be the key to good governance.
Networking Break
2:15 – 2:30 p.m.
Session
2:30 – 4:00 p.m.
Wrap Up
Matt Fullbrook, Fullbrook Board Effectiveness
Putting everything we’ve learned into practice.
(Separate Registration Required)
We will zoom in on the specific skills and characteristics that make an excellent board chair. Through a combination of lecture, practice and group work participants will get beyond agenda-setting and tiebreaking to work on what really make chairs matter. This session is appropriate for any current or potential board or committee chair. We will build on concepts from the Director Development Seminar–attendance at DDS is recommended, but not essential.
Breakfast & Registration
7:30 – 8:00 a.m.
Session
8:00 – 9:45 a.m.
Reminder: What exactly is good governance?
Matt Fullbrook, Fullbrook Board Effectiveness
Networking Break
9:45 – 10:00 a.m.
Session
10:00 a.m. – 11:45 a.m.
Identifying the Chair’s Governance Superpowers
Matt Fullbrook, Fullbrook Board Effectiveness
Lunch
11:45 a.m. – 12:45 p.m.
Session
12:45 – 2:00 p.m.
Modeling & Practicing the Behaviors and Skills of an Excellent Chair
Matt Fullbrook, Fullbrook Board Effectiveness
Networking Break
2:00 – 2:15 p.m.
Session
2:15 – 3:30 p.m.
Crafting Your Plan – whether you’re a sitting chair or an aspiring one
Matt Fullbrook, Fullbrook Board Effectiveness
Portola Hotel & Spa at Monterey Bay
Two Portola Plaza
Monterey, CA 93940
831.649.4511
The CUES discounted rate at Portola Hotel & Spa is $299 per night for single/double occupancy. The rate is good from Saturday, July 27, 2024 – Saturday, August 3, 2024. The group rate will be made available two (2) days (July 25-26) before the meeting dates and two (2) days (August 4-5) after the meeting dates, if the hotel is selling rooms and subject to availability for the same room type.
Please make your hotel reservations prior to Friday, July 5, 2024, online or by calling the hotel toll free at 866.711.1734 and mentioning CUES Seminar Series 2024. The hotel may accept reservations after July 5th; however, room rates and availability are not guaranteed, so early reservations are recommended.
*Remember that all hotel arrangements are strictly between you and the hotel. In the event you are unable to make the seminar (e.g. your flight is canceled), you are responsible for calling the hotel to cancel your room reservation.
Check-in time is 4:00pm and check-out time is 12:00pm. The hotel’s policy requires a credit card swipe and authorization upon check-in.
A variety of ground transportation options are available at the Monterey Airport (MRY) including shuttles, taxis, and ride share services.
CUES has negotiated a discount when you book with Enterprise and National for this meeting. Be sure to reference account number OSMB44A when making all reservations and consider enrolling in their respective loyalty programs for additional benefits.
The hotel offers self and valet parking with 24-hour security. Self-parking is $22.00 and valet parking is $27.00 per night for registered hotel guests. Parking charges are subject to change and are subject to applicable taxes.
Director Development Seminar offers ways for your board to function at its best. Send every member of your board, including your chair, officers, new and veteran directors, supervisory committee members, and CEO.
Your registration fee includes:
ALL CANCELLATIONS MUST BE IN WRITING. (cues@cues.org)
Due to financial obligations incurred by CUES, no refunds or credits will be issued on cancellation requests less than 30 days prior to the start of the event. Substitute attendees are welcome, subject to eligibility.
CUES reserves the right to cancel or reschedule the event due to unforeseen circumstances, and will refund fees if the event is rescheduled or location is changed and you are unable to attend.
Right here! It contains everything you need to know about attend this event, including:
Yes! CUES Director Development Seminar meets the following standards:
CUES is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors, through its website linked above.
The comfort and well-being of our attendees is of utmost importance to us; we will make every effort to make sure you are comfortable at our events!
Please email events@cues.org as soon as you know you’re attending a CUES event. Be sure to include your name, credit union, the CUES event you are registered for, and everything we need to know to accommodate your request.
We’ll be in touch with any questions we have, and let you know how we can help.
Plan on business casual attire. We suggest you bring a sweater or jacket along in case you find the meeting room temperature chilly.
Meal Plan Option (separate registration required):
Your companion is welcome to join you for breakfast, lunch, and afternoon breaks.
The cost for the meal plan is $450. A badge is required for these meal functions.
Directors—join your colleagues for this two-day seminar to take a deep dive into governance best practices. In addition, there will be a post-session workshop that will allow you to gain deeper insight into the skillsets and characteristics that make for an excellent board chair. Separate registration is required for this post workshop.
This highly-interactive seminar will give you the opportunity to explore the four pillars of good governance—strategy setting, board process, board makeup and fiduciary oversight—and learn how to transition your board’s mindset from oversight to futurist.
The role you play is critical to your credit union’s long-term strength. Learn more by visiting our “Agenda” tab. Questions? Contact us or email events@cues.org.
Also, you can plan a full-board retreat at our director seminars! Contact CUES, and we’ll help you arrange meeting space before or after the event.
Subscribe to receive more information on Director Development Seminar.
Director Development Seminar Attendees by Title
CUES Director Development Seminar 2019 contained nearly 18 hours of learning.
You will earn up to 20 Continuing Professional Education credits for attending Director Development Seminar.
Breakfast & Registration
7:00 – 8:00 a.m.
Session
8:00 – 10:00 a.m.
Good Governance
Matt Fullbrook, Fullbrook Board Effectiveness
What, specifically, is good governance and how can we get it done? Why do groups tend to make not-great decisions, and what can we do about it?
Learning Objectives:
Networking Break
10:00 – 10:15 a.m.
Morning Session Continued
10:15 a.m. – 12:00 p.m.
Lunch
12:00 – 1:00 p.m.
Afternoon Session
1:00 – 2:15 p.m.
Director Responsibilities
Matt Fullbrook, Fullbrook Board Effectiveness
To whom does a director owe a duty? Legally, morally, and practically. What are “the weeds” and how, exactly, are we supposed to avoid them?
Networking Break
2:15 – 2:30 p.m.
AfternoonSession Continued
2:30 – 4:00 p.m.
Breakfast & Registration
7:00 – 8:00 a.m.
Session
8:00 – 10:00 a.m.
Understanding and Managing Information
(asymmetry through presentations, pre-reads, time allocation and more)
Matt Fullbrook, Fullbrook Board Effectiveness
Learning Objectives:
Networking Break
10:00 – 10:15 a.m.
Morning Session Continued
10:15 a.m. – 12:00 p.m.
Lunch
12:00 – 1:00 p.m.
Afternoon Session
1:00 – 2:15 p.m.
The Key to Good Governance
Matt Fullbrook, Fullbrook Board Effectiveness
What makes a director *excellent*? And why you–an individual board member–might be the key to good governance.
Networking Break
2:15 – 2:30 p.m.
Session
2:30 – 4:00 p.m.
Wrap Up
Matt Fullbrook, Fullbrook Board Effectiveness
Putting everything we’ve learned into practice.
(Separate Registration Required)
We will zoom in on the specific skills and characteristics that make an excellent board chair. Through a combination of lecture, practice and group work participants will get beyond agenda-setting and tiebreaking to work on what really make chairs matter. This session is appropriate for any current or potential board or committee chair. We will build on concepts from the Director Development Seminar–attendance at DDS is recommended, but not essential.
Breakfast & Registration
7:30 – 8:00 a.m.
Session
8:00 – 9:45 a.m.
Reminder: What exactly is good governance?
Matt Fullbrook, Fullbrook Board Effectiveness
Networking Break
9:45 – 10:00 a.m.
Session
10:00 a.m. – 11:45 a.m.
Identifying the Chair’s Governance Superpowers
Matt Fullbrook, Fullbrook Board Effectiveness
Lunch
11:45 a.m. – 12:45 p.m.
Session
12:45 – 2:00 p.m.
Modeling & Practicing the Behaviors and Skills of an Excellent Chair
Matt Fullbrook, Fullbrook Board Effectiveness
Networking Break
2:00 – 2:15 p.m.
Session
2:15 – 3:30 p.m.
Crafting Your Plan – whether you’re a sitting chair or an aspiring one
Matt Fullbrook, Fullbrook Board Effectiveness
Portola Hotel & Spa at Monterey Bay
Two Portola Plaza
Monterey, CA 93940
831.649.4511
The CUES discounted rate at Portola Hotel & Spa is $299 per night for single/double occupancy. The rate is good from Saturday, July 27, 2024 – Saturday, August 3, 2024. The group rate will be made available two (2) days (July 25-26) before the meeting dates and two (2) days (August 4-5) after the meeting dates, if the hotel is selling rooms and subject to availability for the same room type.
Please make your hotel reservations prior to Friday, July 5, 2024, online or by calling the hotel toll free at 866.711.1734 and mentioning CUES Seminar Series 2024. The hotel may accept reservations after July 5th; however, room rates and availability are not guaranteed, so early reservations are recommended.
*Remember that all hotel arrangements are strictly between you and the hotel. In the event you are unable to make the seminar (e.g. your flight is canceled), you are responsible for calling the hotel to cancel your room reservation.
Check-in time is 4:00pm and check-out time is 12:00pm. The hotel’s policy requires a credit card swipe and authorization upon check-in.
A variety of ground transportation options are available at the Monterey Airport (MRY) including shuttles, taxis, and ride share services.
CUES has negotiated a discount when you book with Enterprise and National for this meeting. Be sure to reference account number OSMB44A when making all reservations and consider enrolling in their respective loyalty programs for additional benefits.
The hotel offers self and valet parking with 24-hour security. Self-parking is $22.00 and valet parking is $27.00 per night for registered hotel guests. Parking charges are subject to change and are subject to applicable taxes.
Director Development Seminar offers ways for your board to function at its best. Send every member of your board, including your chair, officers, new and veteran directors, supervisory committee members, and CEO.
Your registration fee includes:
ALL CANCELLATIONS MUST BE IN WRITING. (cues@cues.org)
Due to financial obligations incurred by CUES, no refunds or credits will be issued on cancellation requests less than 30 days prior to the start of the event. Substitute attendees are welcome, subject to eligibility.
CUES reserves the right to cancel or reschedule the event due to unforeseen circumstances, and will refund fees if the event is rescheduled or location is changed and you are unable to attend.
Right here! It contains everything you need to know about attend this event, including:
Yes! CUES Director Development Seminar meets the following standards:
CUES is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors, through its website linked above.
The comfort and well-being of our attendees is of utmost importance to us; we will make every effort to make sure you are comfortable at our events!
Please email events@cues.org as soon as you know you’re attending a CUES event. Be sure to include your name, credit union, the CUES event you are registered for, and everything we need to know to accommodate your request.
We’ll be in touch with any questions we have, and let you know how we can help.
Plan on business casual attire. We suggest you bring a sweater or jacket along in case you find the meeting room temperature chilly.
Meal Plan Option (separate registration required):
Your companion is welcome to join you for breakfast, lunch, and afternoon breaks.
The cost for the meal plan is $450. A badge is required for these meal functions.