Credit Union Board Roundtable is a strategy‑focused, peer‑driven event for credit union board members to connect and learn in a hands-on environment. Some of it’s main focuses include board governance, strategic planning, CEO–board partnership, and succession. The event features peer‑to‑peer roundtable discussion on emerging risks and the future of credit unions. 

The event is designed for current directors, board chairs, supervisory committee members, and CEO’s.

Yes, this event is the perfect opportunity to recertify your Certified Credit Union Board Member (CCUB) designation or Certified Credit Union Supervisory Committee Member (CCUSC) designation.

Yes, this event is suitable for board members of all levels, including credit union board chairs. Board members who are new to their role or seeking foundational board training may also be interested in attending Board Certification School, which focuses on core responsibilities and earning the CCUB designation.

Yes, guest passes are available for purchase with registration (for an additional fee). This includes:

• Two conference breakfasts (Saturday/Sunday)
• Saturday Night Evening Reception 

You’ll gain insight into:

• How effective boards lead by strengthening governance practices, decision‑making, and strategic oversight.
• How the board, chair, and CEO work together to drive accountability, continuity, and long‑term growth.
• How to build a future‑ready board equipped to govern through change, risk, and emerging industry challenges. 

At Credit Union Board Roundtable, directors can explore how boards can move beyond oversight and actively shape long‑term direction by:

• Framing strategy around growth, relevance, and member value
• Asking forward‑looking questions about scale, independence, and competitive positioning
• Ensuring strategy discussions stay at the board level, not in day‑to‑day operations 

Yes. Several sessions explore the CEO-board relationship, including how boards can maintain appropriate oversight, strengthen strategic alignment, and support CEO accountability without crossing into management. This includes discussion of CEO succession, compensation alignment, and long‑term leadership continuity. 

Unlike other credit union conferences, Credit Union Board Roundtable is exclusively focused on board‑level governance, leadership, and oversight. The content is tailored for directors who already understand their role and are seeking deeper insight into effectiveness, strategy, succession, and CEO partnership. 

Unlike traditional education programs, this Roundtable emphasizes peer exchange, candid discussion, and applied strategy. Board members leave with actionable insights on board succession planning, governance challenges, and leadership effectiveness. 

The program focuses on the behaviors, structures, and decision-making practices that define an effective credit union board. You’ll explore governance strategies that improve oversight, enhance CEO collaboration, and support alignment around mission, risk, and growth—key elements of effective board leadership. 

Bringing multiple board members ensures shared understanding and alignment around credit union board governance, strategic priorities, and leadership expectations. Teams that attend together are better equipped to apply insights consistently and advance collective progress once back at the credit union.