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Learn about and hone the critical skills every board (and board member) should possess for effective board leadership and organizational guidance. Learn and network with board members, board chairs, CEOs and others from around the country while enjoying Boston.
Earn 8.5 CPE credits while attending this conference.
Conference Quick Links:
Registration & Hotel Information
Registration & Hotel Information
Conference Registration
Conference Registration
We offer an excellent educational return on your conference investment. Register early for the best conference rates!
On or Before May 14, 2026: $1395
May 15, 2026 – June 11, 2026: $1445
June 12, 2026 and Beyond: $1495
Guest Program: $299
Guest Program
Guest Program
Our guest program enables your registered guest(s) to join you during the following conference events: ($299 additional per guest)
Thursday's Welcome Reception
Friday's Breakfast
Friday's Sit-Down Luncheon
Saturday's Breakfast
Hotel Reservation
Hotel Reservation
Book your room online or call the Hyatt Regency Boston at (617) 912-1234. Be sure to mention CU Conferences to receive rates starting at $299*.
*A destination fee of $35 will be waived when you book your room through CU Conferences' room block.
Rates are based on availability. If you are unable to book a room, call CU Conferences at 888-465-6010 for assistance.
Airport and Ground Transportation**
Airport and Ground Transportation**
Reno-Tahoe International Airport (RNO) is approximately 55 miles to Harrah's Lake Tahoe located at 15 US Highway 50, Stateline, NV 89449.
Shuttle service: South Tahoe Airporter, www.southtahoeairporter.com, is available from the Reno Lake Tahoe Airport to Harrah's. We have arranged for a 10% discount. Use code CUCONF. (You will put that promo code on the final page where it asks "do you have a promo code" at the top of the page - click on that link to enter the code, see below).
A taxi from Reno-Tahoe International Airport to Harrah's Lake Tahoe is approximately $125.
** All rates listed are estimates and subject to change – please check current rates with transportation providers
Weather
Weather
The weather in Lake Tahoe during the month of July is nice. The average temperature reaches a high of about 80° during the day and 40° in the evenings.
Harrah's Lake Tahoe
Sites to See
Sites to See
A 10-minute drive from Harrah’s, this secluded lakefront park is a peaceful spot for picnics, sunset views, and even weddings. It features a playground and a seasonal restaurant, making it a relaxing retreat from the buzz.
Located just 3 miles north of South Lake Tahoe on Highway 89, Taylor Creek Visitor Center is operated by the U.S. Forest Service and serves as a gateway to the region’s diverse ecosystems. Open seasonally from Memorial Day through October, it welcomes over 150,000 visitors annually.
Heavenly Village is the vibrant heart of South Lake Tahoe, a pedestrian-friendly hub packed with shops, restaurants, entertainment, and direct access to the Heavenly Gondola. It’s where mountain adventure meets lakeside leisure.
Your Conference Presenter
Your Conference Presenter
Tom Glatt, Jr., Principal/Strategy Consultant, Glatt Consulting Group, Inc.
Conference Agenda
Conference Agenda
Schedule subject to change. Registered guests are welcome during these (GP) credit union conference events.
All sessions will be presented by Tom Glatt, Jr.
Monday, July 13, 2026
Monday, July 13, 2026
4:00 - 5:00 p.m.
4:00 - 5:00 p.m.
Conference Registration
Conference Registration
5:00 - 6:00 p.m. (GP)
5:00 - 6:00 p.m. (GP)
Welcome Reception
Welcome Reception
Please join us for cocktails, light dining and a valuable networking opportunity with fellow directors, board chairs, supervisory committee members, CEOs, senior management, committee members, other credit union leaders from across the country and . . . “The Ones In Red”
CU Conferences is grateful for the support of its sponsor, PARC Street Group, and would like to thank them for co-sponsoring the reception.
Tuesday, July 14, 2026
Tuesday, July 14, 2026
8:00 - 9:00 a.m. (GP)
8:00 - 9:00 a.m. (GP)
Breakfast
Breakfast
Join us for a hearty breakfast. Registered guests are welcome to attend.
9:00 - 9:05 a.m.
9:00 - 9:05 a.m.
Opening Remarks
Opening Remarks
9:05 - 10:05 a.m.
9:05 - 10:05 a.m.
Modern Governance Essentials: Moving Beyond compliance
Modern Governance Essentials: Moving Beyond compliance
Many boards find themselves trapped in a cycle of reactive compliance, focusing on "checking boxes" rather than driving value . This session introduces a modern framework for governance that prioritizes adaptability and strategic focus over rigid bureaucracy. We will identify the core principles that distinguish high-performing boards and learn how to shift from a "past-tense" review mindset to a forward-looking strategic partnership .
10:05 – 10:15 a.m.
10:05 – 10:15 a.m.
Credit Union Compensation Philosophy Rewarding & Retaining Key Executives
Credit Union Compensation Philosophy Rewarding & Retaining Key Executives
Parc Street Group Representative
10:15 - 10:30 a.m.
10:15 - 10:30 a.m.
Networking/Refreshment Break
Networking/Refreshment Break
10:30 - 11:30 a.m.
10:30 - 11:30 a.m.
Defining the Board's Job: Eliminating Ambiguity
Defining the Board's Job: Eliminating Ambiguity
One of the biggest sources of friction in the boardroom is role ambiguity—confusion over where the board’s work ends and management’s begins. This session maps out the six distinct domains of board oversight to create a clear "job description" for the directors . We will clarify the difference between high-level oversight and operational execution, ensuring every agenda item has a clear purpose and owner.
11:35 a.m. - 12:35 p.m.
11:35 a.m. - 12:35 p.m.
Financial Oversight: Identifying Leading Indicators of Success
Effective financial stewardship requires more than just reading a spreadsheet; it requires understanding the story behind the numbers. This session focuses on using the Balance Sheet and Income Statement as strategic tools to assess long-term sustainability rather than just short-term results. We will move beyond basic accounting definitions to identify the key ratios that serve as early warning signals for future risks and opportunities.
12:35 - 1:35 p.m.
12:35 - 1:35 p.m.
Sit-Down Luncheon
Sit-Down Luncheon
1:35 - 2:35 p.m.
1:35 - 2:35 p.m.
Strategic Agility: Governing a Volatile Environment
A strategic plan that sits on a shelf is a liability in today's rapidly changing economy. This session explores how the board can actively oversee strategy without crossing the line into operational planning . We will discuss how to implement a continuous feedback loop that allows the credit union to adapt to market shifts, ensuring the board provides direction that is both steady and flexible.
2:40 - 3:40 p.m.
2:40 - 3:40 p.m.
Measuring Success: Oversight Without Micromanagement
How can a board ensure the credit union is performing well without inspecting every daily task? This session provides a framework for monitoring organizational performance through high-level outcomes rather than low-level inputs . We will examine how to design effective dashboards and conduct CEO evaluations that focus on strategic results, ensuring accountability is maintained without stifling management’s agility.
3:40 - 3:50 p.m.
3:40 - 3:50 p.m.
Daily Wrap-Up
Daily Wrap-Up
Enjoy the afternoon & evening exploring Lake Tahoe!
Enjoy the afternoon & evening exploring Lake Tahoe!
Wednesday, July 15, 2026
Wednesday, July 15, 2026
8:00- 9:00 a.m. (GP)
8:00- 9:00 a.m. (GP)
Breakfast
Breakfast
Join us for breakfast. Registered guests are welcome to attend.
9:00 - 9:10 a.m.
9:00 - 9:10 a.m.
Opening Remarks
Opening Remarks
9:10 - 10:15 a.m.
9:10 - 10:15 a.m.
The Cooperative Difference: Member-Centric Governance
In an increasingly commercialized industry, retaining the cooperative differentiator is a strategic advantage. We will audit the board's alignment with member interests and democratic rights.
10:15 - 10:30 a.m.
10:15 - 10:30 a.m.
Networking/Refreshment Break
Networking/Refreshment Break
10:30 - 11:30 a.m.
10:30 - 11:30 a.m.
The Proactive Agenda: Building a Year-Round Governance Calendar
Theory is ineffective without execution. We will conclude the conference by converting the concepts learned into a tangible Annual Governance Calendar.
11:30 - 11:45 a.m.
11:30 - 11:45 a.m.
Conference Wrap-Up
Conference Wrap-Up
2:30 - 5:00 p.m.
2:30 - 5:00 p.m.
Optional Lake Tahoe Cruise ($95 per person)
Please note that tickets will NOT be available at the conference.
Optional Lake Tahoe Cruise ($95 per person)
Please note that tickets will NOT be available at the conference.
Voted "Best Cruise in Nevada," the approximately 2.25-hour Daytime Scenic Cruise aboard the M.S. Dixie II offers stunning views, fresh air, and photo-worthy moments. Glide to Emerald Bay, marvel at Vikingsholm Castle, and learn Tahoe's history through a narrated tour. The cruise departs at 2:30 p.m. and includes a complimentary shuttle to the marina.
The shuttle will pick us up at 1:30 p.m. from Harrah's. There will be food and drinks for purchase on the cruise.
Enjoy the afternoon & evening exploring Lake Tahoe!
Enjoy the afternoon & evening exploring Lake Tahoe!
Thursday, July 16, 2026
Thursday, July 16, 2026
Travel Day - Have a Safe Trip Home!
Travel Day - Have a Safe Trip Home!
Register Early & Save!
Register Early & Save!
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