CUES Execu/Net™

Registration & Welcome Reception

4:30 – 6:30 p.m. 

Breakfast

6:45 – 7:30 a.m.

Welcome and Announcements

7:30 – 7:45 a.m.

General Session

7:45 – 9:15 a.m. 

Culture Alignment: A Powerful Methodology for Engaging and Retaining Today’s Talent
Natalie Baumgartner, Partner and Chief Research Officer at Contemporary Leadership Advisors (CLA)

Research shows that culture, or how things are done inside your organization, serves as a powerful glue in attracting engaging and retaining talent in today’s evolving business landscape. The key to a high-performing culture is ensuring that your company values are data informed, well understood, uniquely described, and rigorously aligned with the business processes that drive your employee experience (i.e. selection, development, recognition etc.). In this interactive session, you will spend time with Dr. Natalie Baumgartner learning an elegant and effective methodology that elevates engagement, retention, and attraction of best-in-class talent. Discover how to leverage this technique to understand and align your unique culture and organization to drive optimal employee and business outcomes - regardless of the "where, how, and when" of today's workforce.

Networking break 

9:15 – 9:30 a.m. 

General session continues 

9:30 – 11:00 a.m. 

Networking break 

11:00 – 11:10 a.m. 

General session continues

11:10 a.m. – 12:00 p.m. 

Lunch

12:00 – 1:00 p.m. 

Afternoon

On-your-own optional activities 

Breakfast

6:45 – 7:30 a.m.

General Session

7:30 – 9:15 a.m.

Charting the Course: Mastering Strategy and Organizational Change Leadership
Caroline Johnson, Author, Speaker, & Consultant

In an era of rapid change and evolving market landscapes, credit union leaders must possess a strategic vision and plan to steer their organizations toward sustained success. Join us for an engaging and interactive workshop, "Charting the Course," designed to equip CEOs, senior executives, and board members with the tools and insights needed to navigate the complexities of today's financial ecosystem.

Explore the pillars of strategic leadership, including strategic positioning, future sustainability, overcoming organizational resistance to change, effective change strategies, and phases of organizational change. Through dynamic discussions, hands-on exercises, and group simulations, participants will gain a deep understanding of how these elements intersect to shape organizational strategy and drive competitive advantage.

Ultimately, you'll learn to anticipate and respond to industry disruptions, seize emerging opportunities, and position your credit union for long-term viability and growth. Whether you're charting a new course or refining your existing strategy, this workshop will empower you to lead with confidence and foresight in an ever-changing world. Together, we'll chart the course of strategic change, forging a path toward lasting success and impact.

Networking break

9:15 – 9:30 a.m. 

General Session

9:30 – 11:00 a.m. 

Networking break

11:00 – 11:10 a.m. 

General Session

11:10 – 12:00 p.m. 

Lunch 

12:00 – 1:00 p.m. 

Afternoon

On-your-own optional activities 

Breakfast

6:45 – 7:30 a.m.

General Session

7:30 – 9:15 a.m.

Assessing Your EI and How It Affects Your Organization
Jack Mizrahi, Executive Coach & Lecturer

In today’s business climate, the path to organizational excellence is more challenging than ever.  Whether it is evolving workplace demographics and logistics, inflationary pressures, employee hiring, motivation and retention, the need for agile and servile leadership is critical. The foundation of this leadership philosophy is Emotional Intelligence (EI). In this session, you will assess and understand your level of EI, how it impacts you and your organization and the available tools to transform and elevate your organization to the highest levels of excellence.

Networking break 

9:15 – 9:30 a.m. 

General session continues 

9:30 – 11:00 a.m. 

Networking break 

11:00 – 11:10 a.m. 

General session continues 

11:10 a.m. – 12:00 p.m. 

Execu/Net concludes 

12:00 p.m. 

A credit card is required to guarantee your reservation. A one-night room & tax deposit will be due at the time of booking. Any individual guest reservation cancelled within 30 days of arrival date (on or after July 16, 2024) will forfeit a deposit equal to one night stay plus tax (including resort fee for one night). 

The 10% resort service fee includes the following amenities:  

• Resort Bellman shuttle for transport within the Big Sky Community 
• Exclusive access to resort activity schedule 
• Children's activities in the Huntley Lodge lobby 
• Movies in the amphitheater nightly 
• Complimentary scenic lift rides 
• Complimentary boat rentals at Lake Levinski every Wednesday from 9:00 a.m. - 1:00 p.m. 

The Summit at Big Sky is located 52 miles (approximately one hour) from the Bozeman Yellowstone International Airport (BZN). 

Click here for all the various ground transportation options available at the airport.  

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).   

Self-parking is available at no cost on property.

Execu/Net explores critical industry topics in-depth. Be sure to send your CEO, senior executives, board chair, directors and supervisory committee members.

We all know taking breaks, exercising, and connecting with nature can aid learning and retention. Unfortunately for many of us, getting away—even for a few minutes—is easier said than done.    

Enter CUES Execu/Net, with a schedule ready-built to aid learning and help you take your organization from where it is now to where you want it to be:

• You’ll spend time in high-level, interactive workshops with lively discussions and group problem-solving to provide a fresh perspective.
• You’ll have ample time for reflection and exploration amidst some of the country’s most beautiful vistas, so you can imagine the possibilities for integrating what you’ve learned into your credit union’s plans when you return home.
• Plus, you’ll enjoy extensive peer networking throughout your time; share ideas with fellow CU leaders as you foster new—and deepen existing—relationships.

Your registration fee includes:  

• All sessions and materials
• Sunday welcome reception
• Breakfast on Monday, Tuesday and Wednesday
• Lunch on Monday and Tuesday

Right here! It contain everything you need to know about attend this event, including:

• Where to stay
• What airport to fly into, and other transportation information
• When to arrive
• What to pack
• Spouse/guest information, if applicable

INFO SHEET

Yes! Execu/Net meets the following standards: 

• CPE credits earned: up to 15
• Program Level: Overview
• Delivery Method: Group-Live
• Advanced Preparation: No advance preparation is required
• Prerequisites: Not required for this program

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.

CUES offers a meal plan for the guests of attendees. The cost of the meal plan is $350, and will include breakfast Monday-Wednesday, and lunch Monday and Tuesday.  

ALL CANCELLATIONS MUST BE IN WRITING. (cues@cues.org)

• Prior to 60 days – full refund
• 31-60 days before start of event – 50% refund
• 0-30 days before start of event – no refunds or credits for future events given 

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.

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.