Board Certification School 2027
Board Certification School 2027
Overview
Gain a strong grasp of board duties and responsibilities.
Be prepared to navigate challenges in the boardroom and collaborate on the tough decisions that move your credit union forward. At Board Certification School, industry experts will guide you through all the essentials of your role, culminating in the chance to earn your Certified Credit Union Board Member (CCUB)™ designation by passing the end-of-school exam. Through this credit union board certification training, you’ll gain a strong foundation in the essential knowledge needed to support you at every stage of your board journey.
Session topics
- Finance fundamentals
- Board governance
- Strategic planning and oversight
- Board operations and development
- Compliance fundamentals
- Board of Directors responsibilities
Who should attend
- Credit union board members
- Credit union board directors
- Credit union board chairs
Attendees of this event can earn CPE credits. Visit the Attendee Info tab for details.
Designations
Schedule
You’ll engage in three days of credit union–focused board training led by experienced, industry‑respected instructors. While the full 2027 schedule is still in development, you can expect a dynamic mix of sessions designed to strengthen your leadership, deepen your strategic insight, and elevate board performance.
Stay tuned—the final 2027 schedule will be released closer to the event. In the meantime, we invite you to explore last year’s lineup for a preview of the depth and value you can expect.
*The full event schedule is available as a PDF and can be downloaded from your browser.
**Schedule is subject to change
Pricing & Registration
Early bird price until May 14, 2027
Member discounts
All credit unions are invited to register for this event. Members receive a significant discount. Additional discounts available to member credit unions:
- New for 2027 educational offerings: credit unions with assets of $250M or less save 20%
- Council members save 10%
- League staff save 20%
- Multi-attendee discount - Register four attendees and get the 5th free (Note: Please include all registrations in the same order for the discount to apply)
Only one discount can be applied per registration. If a registration qualifies for more than one discount, the highest-value discount will be applied. Unsure of your eligibility or need help accessing member pricing? Contact us at (800) 356-9655 or [email protected].
Hotel & Travel
Recommended travelArrive: Sunday, August 8. Nearest airport: John Wayne Airport (SNA) |
A contemporary luxury hotel in the heart of Anaheim, the JW Marriott, Anaheim Resort is just steps from the Anaheim GardenWalk and minutes from the Disneyland®️ Resort. Ideally located near the Anaheim Convention Center, the hotel offers convenient access to Southern California highlights, including Angel Stadium, Honda Center, and the vibrant dining and entertainment scene of Orange County.
ACCOMMODATIONS
JW Marriott, Anaheim Resort
1775 S Clementine St
Anaheim, CA 92802
(714) 294-7800
Hotel Reservation: (714) 294-7800
Room Rate: $269+ taxes & fees
Hotel reservation deadline: Jul 15, 2027*
*Room rates and availability cannot be guaranteed. Rooms may sell out before the reservation deadline, so make your reservation early! Room reservations and fees are the responsibility of the registrant. To claim this room rate, call to make a reservation and reference America's Credit Unions.
BOOK YOUR FLIGHT
Discounted airfare through our airline partners:
Delta Airlines
- Book your Delta flight online
- Call to book: (800) 328-1111
- Use code NY4W7
- Monday – Friday
- 8:00 a.m – 6:30 p.m. ET
United Airlines
- Book your United flight online
- Call to book: (800) 426-1122
- Use code ZSGA935734
- Monday – Friday
- 8:00 a.m. – 9:00 p.m. ET
*Note: There are no service fees for reservations booked via the reservation numbers.
Attendee Info
CPE details
In order to be awarded the full credit hours, you must attend each live session and complete the polling questions.
|
Live participants will earn |
Field of study |
Delivery method |
|---|---|---|
15 CPE credits |
Specialized Knowledge and Applications |
Group Live |
America’s Credit Unions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Code of Conduct
We are committed to making every event experience welcoming, respectful, and safe.
Cancellations and substitutions
- Cancellations must be submitted in writing to [email protected] with a brief explanation. Cancellations received more than 30 days before the event are subject to a 25% administrative fee. No refunds will be granted for cancellations received on or after 30 days before the event.
- Substitutions are accepted before the start of the program. Additional fees may apply. Please include the event name, current participant, and new participant name when requesting a substitution to [email protected].
Sponsors
Thank you for your interest in sponsoring Board Certification School.
America’s Credit Unions events provide great opportunities to build relationships and get your brand in front of credit union leaders around the country. More details on sponsorships for this event can be found on our Exhibiting & Sponsorship Opportunities page.
FAQs
Board Certification School is an in‑person training program designed to prepare credit union board members for effective governance while earning the Certified Credit Union Board Member (CCUB™) designation.
The event is ideal for new and newer board members, as well as directors seeking foundational refreshers, updates and best practices.
- Board governance and fiduciary duties
- Financial oversight and financial statement interpretation
- Risk management, compliance, and cybersecurity oversight
- Strategic planning, ethics, and CEO oversight
The program is primarily lecture‑based and instructor‑led, with guided discussions, case examples, and applied learning activities to reinforce key concepts.
Yes. Attendees who complete the program and pass the end‑of‑school exam earn the Certified Credit Union Board Member (CCUB™) designation.
Yes. The CCUB exam is administered on‑site during the program and is included with registration.
The exam is open-book. Attendees will be provided with the event slide decks prior to the conference start and can utilize these for the exam.
You’ll gain insight into:
- What distinguishes high‑performing boards from those that simply meet requirements
- How boards can evaluate their own effectiveness and composition
- The board’s role in setting strategic direction while maintaining clear governance boundaries
The pre‑conference, Understanding the Numbers: A Director’s Guide to Credit Union Finances, focuses on financial statements, ratios, and oversight fundamentals. It’s recommended for new board members or directors seeking greater confidence in financial oversight. This program also qualifies for meeting the NCUA Financial Literacy requirement for Board Members within their first six months
Board Certification School focuses on foundational education, certification, and structured learning with hands-on activities and resources.
Credit Union Board Roundtable is designed for experienced directors and chairs seeking peer discussion and advanced strategic insights. There is also a chance to recertify the CCUB or CCUSC designations at Credit Union Board Roundtable.
Yes. Sessions address board‑level cybersecurity oversight, risk management, and governance considerations related to emerging technologies, including AI.
Yes, guest passes are available for purchase with registration (for an additional fee). This includes:
- Three conference breakfasts (Monday/Tuesday/Wednesday)
- Access and transportation to the Rock & Roll Hall of Fame Excursion (included with member registration).
The Exam is not required to attend, but is required to earn your CCUB designation. This exam is taken onsite, multiple choice, and attendees are able to refer to notes and event slides.
Event resources and handouts will be available approximately one week prior to the event via a website. Material will be available for you to access onsite, or print before attending if you prefer. All material will be available for 2 months following the event.
