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Financial Well Being

Chapter Leaders Retreat

Financial Well Being
Jun 12 10:30 AM - Jun 13, 2025 1:00 PM
Jun 12, 2025 10:30 AM - 1:00 PM
MadisonWI
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Description

Chapter Leaders: Be sure to join us for this year’s complimentary annual retreat! Highlights include a session on Servant Leadership: Working for a Greater Good, a community service project, a dynamic speaker showcase, and plenty of opportunities to exchange meeting ideas with your peers.

Complimentary registrations are offered to four chapter board members on each chapter to attend the retreat and 2 one-night hotel stays at the host hotel.  

Agenda

Thursday, June 12

12:00 pm – 1:00 pm
Lunch at Credit Union House/League Office (arrive anytime between 12-1pm) 

1:00 pm - 1:15 pm
Welcome and overview of the conference 

1:15 pm – 2:00 pm
Chapter Meetings – what is working well idea exchange. 

2:15 pm – 3:00 pm
Travel and check-in at TruStage 

3:00 pm – 4:00 pm
TruStage speaker presentation – more details coming soon! 

4:15 pm – 6:15 pm
Reception and Speakers Showcase – more details coming soon! 

6:15 pm – 8:15 pm
Travel back to hotel in downtown Madison  

Friday, June 13

8:45 am – 9:30 am
Breakfast at the CU House/League Office 

9:30 am – 10:00 am
Servant Leadership presentation from Marianne Torkelson of Co-Op Credit Union and the Chippewa Valley Chapter Board 

10:00 am – 11:30 am
Planning Session Time for Chapter Boards 

11:30 am – 1:00 pm
Lunch and Wrap-Up 

Additional Info

Speakers

Event Type

In-Person

Fees

$0 | Chapter Leaders

$89 | Additional registrants

Location

Credit Union House - Madison
1 East Main Street, Suite 101
Madison, WI 53703

LODGING

Park Hotel 
22 S Carroll St, Madison, WI  | 608-285-8000  

The League will make hotel reservations for you. The League covers 2 hotel rooms & 4 registrations for each chapter. If you have additional attendees, please add them during registration and indicate if you require any additional hotel rooms (to be paid by the Chapter.)