Join us in California to 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 beautiful Lake Tahoe.
Earn 8.5 CPE credits while attending this conference.
Conference Quick Links:
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
Our guest program enables your registered guest(s) to join you during the following conference events: ($299 additional per guest)
Monday's Welcome Reception
Tuesday's Breakfast
Tuesday's Sit-Down Luncheon
Wednesday's Breakfast
Book your room online or call Harrah's Lake Tahoe at (800) 455-4770. Mention CU Conferences to receive special rates starting at $145*.
Rates are based on availability. If you are unable to book a room, call Karen at 888-465-6010 for assistance.
*$26.95 daily resort fee additional
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.
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
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.
Tom Glatt, Jr., Principal/Strategy Consultant, Glatt Consulting Group, Inc.
Schedule subject to change. Registered guests are welcome during these (GP) credit union conference events.
All sessions will be presented by Tom Glatt, Jr.
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.
Join us for a hearty breakfast. Registered guests are welcome to attend.
Does your credit union have a formal governance framework? Most credit unions do not. A governance framework creates the purpose of governance, establishes governance objectives, defines objective-specific responsibilities, and outlines the functions and activities of the various groups in the governance chain. In this session we'll review what a world-class governance framework looks like, and explore tips on how to implement the framework at your credit union.
For boards to be effective, board members must be effective. And for a board member to be effective, they must possess the critical skills required to govern. Did you know there are seven documented skills every board member should possess? In this session we'll review the seven skills, and then explore how to strengthen them for improved individual and board governance performance.
Skill Deep Dive: Reading and Understanding Financial Statements
Board Responsibilities and Skills: Strategy and Guidance
A foundation of effective, relevant strategy and clear guidance creates an environment that improves the likelihood of organizational success. The board should be heavily involved establishing strategy and offering guidance - but often the question is how to be involved without micromanaging. In this session we'll clear that up by walking through the three distinct areas where the board’s voice should be loud, clear, and heard. We'll end the session with practical tips for effective engagement in each of the three areas.
Board Responsibilities and Skills: Monitoring Management
Often boards consume themselves with monitoring “non-strategic” trends and performance metrics. Why is that a concern? If strategy and guidance create the environment for success, monitoring the wrong things risks shifting organizational focus - often at the expense of good strategy. We’ll explore how to monitor management in a way that reinforces strategic momentum without sacrificing safety and soundness.
Join us for breakfast. Registered guests are welcome to attend.
Board Responsibilities and Skills: Accountability
As cooperative entities, the boards of credit unions are accountable to members - but how does that accountability manifest itself in specific responsibilities?
Tom will highlight the responsibilities that specifically relate to cooperative accountability, and explore how to live up to the responsibilities through specific board action and focus.
Roundtable Discussion and Q & A
Now is the perfect time to conclude by the sharing of ideas, best practices, and insights that help strengthen the credit union movement. During this roundtable, we’ll break into small groups to share and discuss the governance topics covered during the conference, or even issues of specific concern to your small group table. We’ll end with a large group reflection of roundtable discussions.