Board Liaison Workshop 2021 | Credit Union Executives Society (CUES) | Virtual

As a credit union board liaison, you have a wide variety of responsibilities, from coordinating the logistical details of board meetings, materials, communications and retreats, to helping ensure that your credit union’s board and governance structure are operating as effectively as possible. As the complexity of issues facing the leadership of credit unions grows each day, the job of a board liaison is becoming more and more vital.

This training will include interactive hypotheticals, small group exercises, best practice examples and tips from fellow board liaisons. You’ll also benefit from a helpful set of digital templates, including a draft board liaison job description and relevant guides and examples, to aid you and your credit union’s governance efforts.

From outlining the unique role and responsibilities of a board liaison to developing effective board packets, meeting agendas, committee charters, board portals, and more, this event will offer advice that’s practical and actionable.

We’ll cover:
• Key Responsibilities
• Board Governance
• Board Equity, Diversity, and Inclusion
• Effective Meeting Strategies
• Strategy

Join the governance experts from Quantum Governance, L3C and the American Nonprofit Academy to learn proven approaches that will help you fulfill your role as a board liaison and do your job even better.

To support your continued development and engagement, you will be able to participate in a virtual session 3-weeks after the workshop. This one-hour virtual session offers you the opportunity to continue discussion and engage with your fellow attendees a few weeks after the workshop. You will automatically receive a calendar invite upon registering for the workshop.

2021 Speakers

Michael G. Daigneault
CEO, Quantum Governance

Julia Patrick
CEO and Co-Founder, American Nonprofit Academy