Venue
Portola Hotel & Spa at Monterey Bay
Portola Hotel & Spa at Monterey Bay, Two Portola Plaza, Monterey, CA 93940, USA

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Event Date Tue Jul 30 PDT - Thu Aug 1 PDT (5 months ago)
In your timezone (EST): Tue Jul 30 3:00am - Thu Aug 1 3:00am
Location Portola Hotel & Spa at Monterey Bay
Two Portola Plaza, Monterey, CA 93940, USA
Region Americas
Details

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.

Why Attend?
Board Members:
• Your role as a board member, and the decisions you make, are vitally important to the health and well-being of your CU. Attend and head home confident in your responsibilities.
• Walk away with practical tips and tools you can use right away.
• You’ll benefit from a two and a half day look at high-performing governance practices.
• This seminar is highly interactive; you’ll have plenty of time to get your questions answered, and discuss issues in-depth.
• You’ll have the opportunity to challenge common assumptions, and stretch your own ways of thinking about governance philosophy.
• You’ll meet other directors, and develop a network of colleagues you can reach out to after the seminar is over.

CEOs: Why Send Your Board Members to this Event?
• High performing boards lead to high performing credit unions. Your board members will learn strong governance practices that will improve functionality.
• The seminar focuses on the practical rather than the theoretical. Your board members head home with tools and ideas ready to implement.
• The board and the decisions it makes are vital to the health of your CU; sending your directors is an investment in your credit union’s future.
• Keeping up with the ever-changing governance environment is imperative; this seminar is a must attend for new and veteran board members alike.
• You can be confident knowing your board is functioning at its best.
• Plus, your board members will:
• Walk away with practical tips and tools they can use right away.
• Meet others in the same role, and develop a network of colleagues they can reach out to after the seminar is over.

Speakers

2024 Speaker

Matt Fullbrook
Manager & Board Effectiveness Consultant, Fullbrook Board Effectiveness

Sponsors & Partners

2024 Sponsors

• DDJ Myers
• Gallagher
• TruStage
• ECG
• PARC Street Partners