CUES Governance Leadership Institute™ II: Emerging Technologies

Artificial intelligence, blockchain, and data analytics are playing a significant role in the financial services market. As a result, board members are tasked with making critical decisions regarding the various types of technology a credit union deploys. 

Governance Leadership Institute II: Emerging Technologies specifically addresses these timely issues. Join us for an in-depth look at how emerging technologies can optimize board performance and give your credit unions a distinct edge in a competitive marketplace. 

During this two-day event, we’ll explore: 

• Using AI to benefit your credit union 
• Evidence-based decision-making
• Weighing the options in selecting AI 
• Using predictive models to your advantage 
• The credit union director’s guide to cryptocurrencies
• IT security strategies

Why Attend?

Credit union governance continues to evolve with the incorporation of new rules, new regulations, and more advanced technologies. With its focus on fintech, Governance Leadership Institute II: Emerging Technologies looks at how this multibillion-dollar industry has disrupted the traditional financial services model. 

While technology makes financial services simpler, more accessible, and affordable, it also presents new risks, challenges, and opportunities that impact the way a credit union conducts business. Governance Leadership Institute II: Emerging Technologies specifically addresses the board’s role in the governance of technological innovation, increasing a board member’s confidence and knowledge, and encouraging sound business practices. 

Using a range of case studies, participants will look at how credit unions invest in, acquire, or partner with fintechs. Upon completion of the curriculum, they will leave with a greater understanding of how their fintech board decisions impact their credit union’s business model.

Specifically, Governance Leadership Institute II: Emerging Technologies addresses:

• Why millions of dollars are being invested in fintech by credit unions.
• How other credit unions have blazed new trails in the delivery of member services.
• What questions to ask to make informed fintech decisions.
• How new technologies like artificial intelligence, blockchain, and data analytics help credit unions optimize operations to gain a competitive edge.

Earn Two Prestigious Designations

Those who successfully complete CUES Governance Leadership Institute I will earn the prestigious Certified Credit Union Director (CCD) designation. Maximize your learning from Rotman faculty when you stay the entire week and register for both CUES Governance Leadership Institute I and II. Although not required, we recommend that attendees complete CUES Governance Leadership Institute I before attending CUES Governance Leadership Institute II: Emerging Technologies.

Attendees who successfully complete both CUES Governance Leadership Institute I and CUES Governance Leadership Institute II: Emerging Technologies gain the added distinction of earning the Advanced Certified Credit Union Director (A.CCD). This added certification merits board members by increasing confidence and knowledge on governance and the ability to execute sound business practices. Join the elite members that hold this designation.

Please note you can only earn the A.CCD designation if you complete both institute programs.

Knowledge Gained

CUES Governance Leadership Institute II: Emerging Technologies benefits board members through:

• Learning alongside international colleagues in a relaxed, collaborative environment. Most attendees hail from the United States and Canada.
• A curriculum developed specifically for credit unions by Joseph L. Rotman School of Management faculty. Esteemed faculty members serve as continued support for attendees post-graduation.
• Earning up to 16 Continuing Professional Education (CPE) credits.

Curriculum

Introduction and Case Study

Review governance fundamentals, including the director’s duty of care as applied to the topic areas. The case study will focus on a real-life AI situation, such as the cost-benefit scenario of using AI to optimize operations within credit unions.

Evidence Based Decision-Making

Explore how data is improving decision-making and being used to fundamentally change how organizations make strategic decisions and investments. We’ll also discuss how data analytics is replacing intuition, best guess scenarios and best practices. 
 

Case Study

Discuss board decision-making around an investment in AI—we’ll cover the pros, the cons and how to decide between options and alternatives. 
 

The confluence of Artificial Intelligence (AI) and Machine Learning (ML) 

Learn how predictive models can assist credit union managers and boards in both strategic and operational initiatives to create a competitive advantage. 
 

Block Chain 

The credit union director’s guide to cryptocurrencies—including the pros and cons, and the questions to ask management when developing a robust digital strategy. 
 

IT Security Strategy

Discuss cybercrime and the need for strategic IT investments to help prevent data breaches.

Hotel

Yorkville Royal Sonesta Hotel
220 Bloor Street West
Toronto, Ontario, Canada
416.960.5200

Rates at the Yorkville Royal Sonesta are $379 CAD for single/double occupancy and are subject to applicable taxes. To get the discounted rate, book your room via this reservation link or by calling the hotel and mentioning the group code G060724CUES.  

Room rates and availability are not guaranteed, so early reservations are recommended. The hotel may accept reservations after Friday, May 17, 2024, based on availability; however, the discounted rooms may be gone before that date.

*Remember that all hotel arrangements are strictly between you and the hotel. In the event you are unable to make the institute (e.g. your flight is canceled), you are responsible for calling the hotel to cancel your room reservation.

Check-in time is 3:00 p.m. and check-out time is 12:00 p.m.
 

Air Travel

There are two airports serving the Toronto area. The Toronto Pearson International Airport YYZ (recommended) and Billy Bishop YTZ (for shorter local and some East Coast flights). Most attendees will travel via the Toronto Pearson International Airport. Transportation to and from the hotel will take 45-60 minutes depending on the time of day. When booking your flights, please keep in mind that full participation is required to earn the designation. The program wraps up at 5:00 pm on the final day. If you choose to travel home that day, and not stay over, we recommend not booking flights that depart prior to 8:00 pm.

Passport Information

For those attending from outside Canada – don’t forget your passport. Passport rules require all airline passengers landing in the United States (including returning U.S. citizens) from Canada, Mexico, the Bahamas and the Caribbean to carry a passport. Visit www.travel.state.gov/ for information on obtaining a U.S. passport.

Ground Transportation

CUES has negotiated a discount when you book with Enterprise and National for this meeting. You can take advantage of our discounted rates by booking online using the below links. Be sure to reference account number OSMB44A when making all reservations.
 
Enterprise Reservations | National Reservations

We also invite you to enroll in the Emerald Club loyalty program. As an Emerald Club member, you can bypass the counter and choose your own vehicle, earn free rental days, receive arrival & return alerts, receive e-receipts, and maximize benefits while still enjoying our CUES corporate discount. Click here to enroll in Emerald Club (Emerald Club benefits applicable to both Enterprise & National reservations).