CUNA-League System Small CU Webinar Series

 August 4, 2020-Spring 2021

Small CU League Webinar 2020

Combining the resources of CUNA-League System to provide actionable, relevant and operation-improving best practices while bringing free education to small credit unions on the most important issues they face. CUNA-League System Small CU Webinar Series will be live webinars that take place at 3 PM ET (2 PM CT), beginning August 4, 2020 and running through Spring 2021. They will be 60- to 90-minute webinar sessions that will be recorded and uploaded to this page. This series demonstrates the difference we can make when CUNA and your Leagues collaborate to support the credit union movement.


While subjects are wide-ranging, the webinars will aim to answer many of the biggest questions facing small credit unions, including how to gain new members, strengthen their lending, improve board engagement, invest in technology, continue serving members impactfully and many more.


Thanks to all the Leagues for their participation and thank you to CUNA Mutual Group for sponsoring this series. 


Each webinar will be recorded and uploaded to this page once finished. Check back each week for the uploaded session.

August 4, 2020: Member Growth

Title: New member growth: Learn from the best in the industry
Hosted by: Credit Union National Association 
Speaker: Tom Sakash, manager Small CU initiatives, CUNA 

  • Teri Robinson, president/CEO, Ironworkers USA FCU
  • Mira Ness, president/CEO, NYU FCU
  • Winona Nava, president/CEO, Guadalupe CU

Session Description: CUNA Manager of Small CU Initiatives Tom Sakash will lead a panel discussion with small credit unions who are adding members like you WISH you were. They will share what's working, and how you can replicate their success at your credit union. By the end of the webinar, you will absolutely be asking yourself: “What's in the box?”

August 11, 2020: Budgeting post COVID-19

Title: Revising your budget following COVID-19 Pandemic
Hosted by: Minnesota Credit Union Network
Kris Jacobsen, Business Development Director, Minnesota Credit Union Network

Session description: Never in history have we experienced change at the velocity we have seen in 2020.  Any and all plans went out the window - including many budgets. Credit unions have had to react and respond to serve members in immediate new ways. So what's next, and how do we start planning again? Budgeting post COVID19 will be critical for credit unions if we are to come out of this pandemic stronger then when we all went in. Join us for a panel discussion with several Minnesota Credit Union colleagues to share ideas and best practices as we work to budget in the new normal. 

August 18, 2020: Know your members

Title: Getting to know your members A LOT better and why DEI matters
Hosted by: Wisconsin Credit Union League   
Speaker: Josh Roberts

August 25, 2020: Serving members online

Title: Serving members online and best practices in fighting fraud 
Hosted by: Illinois Credit Union League 
Speaker: Libby Calderone

Session description: During this session, Libby Calderone, president/COO of LSC will cover potential delivery channels for you to offer, the growth in online delivery of financial services, and how to protect your credit union and your members from new threats of fraud.

September 1, 2020: Succession planning

Title: Succession planning: The two most important words in your vocabulary
Hosted by: Montana's Credit Unions      
Speaker: Jim Kasch

September 8, 2020: History of the movement

Title: The history of our movement: One for your ENTIRE staff
Hosted by: Association of Vermont Credit Unions 
Speakers: Joe Bergeron & John Cote

September 15, 2020: Financial counseling

Title: Financial counseling for members facing post-COVID-19 pandemic financial stress
Hosted by: Louisiana Credit Union League 
Speaker: Susie Fair

September 22, 2020: TBD

Title: TBD
Hosted by: Ohio Credit Union League 
Speakers: TBD

September 29, 2020: Lending

Hosted by: Tennessee Credit Union League  
Speaker: TBD

Session Description: When it's time to leave and what you need to know to do it successfully. More than 600 credit unions have changed cores in the past five years. Todd Proulx of f64 business services will share insight on what you need to know to do it successfully.

October 6, 2020: Data analytics

Title: Demystifying big data 
Hosted by: Utah's Credit Unions      
Speaker: Stephen Nelson 

October 13, 2020: Managing staff

Title: The Secret to Making Difficult Conversations Easier 
Hosted by: Iowa Credit Union League  
Speaker: Adam Carroll  

October 20, 2020: TBD

Hosted by: Credit Union Association of New Mexico 
Speaker: TBD  

October 27, 2020: Contract negotiation

Title: Contract, negotiation, vendor management & controlling expenses 
Hosted by: MD|DC Credit Union Association       
Speaker: Michael Crofts 

November 3, 2020: Marketing efforts post COVID-19

Title: Marketing efforts post COVID-19 pandemic: What small credit unions need to know 
Hosted by: League of Southeastern Credit Union & Affiliates (LSCU) 
Speaker: Ann Howard 

November 10, 2020: NCUA's learning management service

Title: NCUA's learning management service 
Hosted by: Nebraska Credit Union League  
Speaker: Kathryn Baxter 

November 17, 2020: Digital marketing

Title: Digital marketing
Hosted by: Virginia Credit Union League 
Speaker: Nicole Widell

November 24, 2020: Member experience

Title: Creating extraordinary member experiences 
Hosted by: Mississippi Credit Union Association       
Speaker: Angela Prestil

December: 1, 2020: Technology best practices

Title: Technology best practices 
Hosted by: Cornerstone Credit Union League 
Speaker: Idrees Rafiq

December 8, 2020: TBD

Hosted by: Northwest Credit Union Association      
Speaker: Panel of Northwest credit union leaders 

December 15, 2020: Sales & service

Title: 'Life Changers' sales & service presentation 
Hosted by: Kentucky Credit Union League 
Speaker: Eileen Burden  

December 22, 2020: Digital advocacy

Title: Digital advocacy 
Hosted by: Mountain West Credit Union Association  
Speaker: Christopher Kemm 

January 5, 2021: Strategic planning

Title: Strategy in a box: Virtual version of strategic planning 
Hosted by: Carolinas Credit Union League  
Speaker: Jim Kasch

January 12, 2021: Becoming a CDFI

Title: Benefits and process of becoming a CDFI 
Hosted by: Hawaii Credit Union League 
Speaker: Pablo DeFilippi 

January 19, 2021: Recruiting and retaining talent

Title: Recruiting and retaining talent
Hosted by: CrossState Credit Union Association      
Speaker: TBD

January 26, 2021: Board management

Title: Working Effectively with your Board 
Hosted by: Heartland Credit Union Association  
Speaker: Brad Douglas

February 2, 2021: TBD

Hosted by: Cooperative Credit Union Association  
Speaker: TBD 

February 9, 2021: TBD

Hosted by: Michigan Credit Union League 
Speaker: TBD 

February 16, 2021: DEI

Title: DEI: It's more than meets the eye
Hosted by: California/Nevada Credit Union Leagues                                        
Speaker: Jill Nowacki

February 23, 2021: TBD

Hosted by: New York Credit Union Association  
Speaker: TBD 

March 9, 2021: TBD

Hosted by: Indiana Credit Union League 
Speaker: TBD 

March 16, 2021: Student lending

Hosted by: Credit Union League of Connecticut 
Speaker: Lori Herrick  

March 23, 2021: Leadership, empowerment and communication

Title: Leadership, empowerment and communication 
Hosted by: Maine Credit Union League                     
Speaker: Stacy Rodenberger

March 30, 2021: TBD

Hosted by: West Virginia Credit Union League  
Speaker: TBD

April 6, 2021: TBD

Hosted by: CUNA Mutual Group
Speaker: TBD

April 13, 2021: The state of Small CUs
Title: The state of Small CUs
Hosted by: