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CU System
CUNA Brokerage completes inaugural Program Leadership Institute
MADISON, Wis. (6/27/14)--Twenty-two credit union executives recently attended the inaugural meeting of CUNA Brokerage Services Inc.'s (CBSI) Program Leadership Institute.
 
The program trains credit union executives on how to manage and grow a strong, robust and fully integrated investment and insurance program at their credit unions.
 
"Investment and insurance products represent the largest potential untapped source of member-friendly, non-interest income for credit unions," said Hendrix Niemann, managing director of wealth management at CBSI.
 
Credit unions only attract roughly 3% of their members' investment dollars, while 46% of members have investment accounts with other financial service providers, according to Filene Research Institute data from 2012.
 
"We understand that many of the credit union executives tasked with supervising the investment program may have little knowledge or experience in the investment world, and many also have 'day jobs' elsewhere in the credit union," said Niemann. "Therefore, the curriculum for our Program Leadership Institute is constructed to include content and material applicable to every program manager and champion, regardless of knowledge or experience."
 
The Program Leadership Institute's curriculum tracks include:
  • General program management;
  • Managing, motivating and working with financial advisers;
  • Marketing investment programs;
  • Operations and technology; and
  • General industry knowledge.
 
 


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