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Connect with other small credit union peers nationwide via the CUNA Small Credit Union Community. Sign up for the Daily Digest when prompted. Please email Tom Sakash, CUNA Manager of Small Credit Union Initiatives, if you need help.
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 Leagues for their participation in this webinar series. And a big thank you to our sponsors CUNA Mutual Group and LSC.
Each webinar will be recorded and uploaded to this page once finished. Check back each week for the uploaded session.
Title: New member growth: Learn from the best in the industryWebinar recording: View presentationHosted by: Credit Union National Association Speaker: Tom Sakash, manager Small CU initiatives, CUNA Panelists:
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?”
Title: Revising your budget following COVID-19 PandemicWebinar recording: View presentationHosted by: Minnesota Credit Union Network
Speaker: 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.
Hosted by: Wisconsin Credit Union League Speaker: Josh Roberts, CCUE, CUDE, VP of System Collaboration & Development
For credit unions to be effective in serving their communities, they must first understand the diversity in their communities. The focus of diversity, equity, and inclusion are so much more than visible characteristics, and what separates us, but rather what makes our communities better. This isn't a journey that each credit union needs to tackle on their own. Credit unions can partner with community groups, local organizations and other credit unions to help create a path to a more diverse, equitable, and inclusive organization.
In this session, we will:
Title: Serving members online and best practices in fighting fraud Webinar recording: View presentationHosted 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.
Title: Succession planning: The two most important words in your vocabularyWebinar recording: View presentationHandout: HandoutHosted by: Montana's Credit Unions Speaker: Jim Kasch
Session description: A meaningful succession plan is more than identifying who will take over if the CEO wins the lottery. All critical positions at the credit union must be identified and planned for. It should also include a defined talent review, identification of employees throughout the organization that are ready for stretch assignments or promotion, and it should align with well-defined leadership expectations. In this brisk and helpful webinar, Jim will lay out best practices for credit unions of all sizes.
Title: History & Philosophy of the Credit Union Movement: One for your ENTIRE staffWebinar recording:View PresentationHandout: HandoutHosted by: Association of Vermont Credit UnionsSpeakers: Joe Bergeron, President & John Cote, Director of Information Services
Session Description: Journey through 170 years of the movement's history, philosophy, structure, and other aspects with two insiders who have a combined 60 years of experience. Gain a better understanding of the not-for-profit, cooperative business model that makes our industry unique among financial institutions. Discover how “the financial circle” informs and differentiates management's decisions to deliver the best results for members. And obtain insights into where mottos such as “people helping people” and “not for profit, not for charity, but for service” originated.
Title: Financial Counseling Tips Anyone Can Use to Help MembersWebinar recording:View presentationHandout:PowerPoint PresentationHandout:Budgeting worksheet Handout:8 helpful links
Hosted by: Louisiana Credit Union League Speaker: Susie Fair, CCUE, CMS, CCUFC
Session Description: Now more than ever, many of our members are facing financial stress that they were unprepared for. Even members with high credit scores or who have never made late payments have been blindsided by job furloughs, layoffs, and mounting expenses. Even if your credit union does not have certified financial counselors on staff, there are still many ways that we can all provide guidance to help our members through this unprecedented time. In this session, Susie Fair, CCUFC and primary instructor of Louisiana's enhanced FiCEP course will share tips and proven best practices to help members cut unnecessary spending and prioritize their expenses in relation to their income.
Title: Performance managementWebinar recording:View presentationHandout:PowerPoint presentation Hosted by: Ohio Credit Union League Speakers: Stacie VanDenBerghe, CEO at CU Innovate CorpSession Description: This session will cover the ways in which leaders can exercise extreme ownership with their teams in order to help each and every team member reach their full potential while maximizing performance. From hiring and on boarding to coaching and mentoring, leaders are setting the foundation for success. Every single employee not only represents your credit union but is also a direct reflection of their leadership. Take your leadership to the next level by implementing a new way of imagining our business and supporting the growth and development of your team.
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.
Title: Demystifying big dataWebinar recording: View presentation Hosted by: Utah's Credit Unions Speaker: Stephen Nelson Session Description: Data analytics is a key tool for credit union growth, and it's NOT just for larger credit unions. Learn simple strategies for harnessing your members' data to grow your loans during this 90-minute session.
Title: The secret to making difficult conversations easierWebinar recording: View presentationHandout: View PowerPointHandout: WorksheetHosted by: Iowa Credit Union League Speaker: Adam Carroll
Session Description: In the midst of all of the change in our environments, the ability to have difficult conversations needs to be in everyone's toolkit. In this strategic and thought-provoking webinar, Adam Carroll will share the method and framework he's teaching organizations that make difficult conversations a breeze. If you've struggled with how to either proactively or reactively handle a difficult member or employee, this is for you!
Title: Growing a Small CU in a rural settingWebinar recording: View presentationHandout:PowerPoint presentation Hosted by: Credit Union Association of New Mexico Speaker: Cody Lewis, Chief Administrative Officer of Jemez Valley CU
Session Description: Join Cody Lewis as he shares his credit union's journey of how they have grown in a rural setting. A journey from overcoming troubles to examiner expectations to celebrations of success.
Title: Contract, negotiation, vendor management & controlling expenses Webinar recording: View presentation Handout:View PowerPointHosted by: MD|DC Credit Union Association Speaker: Michael Crofts Session description: This webinar will present how a proactive vendor management system can significantly reduce vendor expenses, including techniques you may not know about. We'll discuss how active contract management can save money and how a system approach to vendor management has saved credit unions of all sizes millions of dollars. Vendor management, sometimes called supply-chain management, is a discipline used in many industries to reduce expenses, improve vendor performance, and manage risk, and we'll be talking about how it can help credit unions.
Title: Marketing efforts post COVID-19: What small credit unions need to knowWebinar recording: View presentationHandout:PowerPoint PresentationHosted by: League of Southeastern Credit Union & Affiliates (LSCU) Speaker: Ann Howard Description: COVID-19 is an invisible enemy with tangible effects on all of us. It's impacted us, our families, our workplaces and communities. It isn't a surprise that this virus has also changed us as consumers. In this webinar designed for small credit unions, Growth By Design will walk through the changes we know are happening and how to use them to our advantage now and in the future.
Title: NCUA's learning management service Webinar recording:View presentationHandout: PowerPoint presentation Hosted by: Nebraska Credit Union League Speaker: Kathryn Baxter Session Description: NCUA's Learning Management Service (LMS) is available to credit union employees and volunteers at no cost. More than a repository of information, NCUA's LMS is designed to deliver timely and interesting educational materials to the credit union community. During this session, you'll see real-time LMS demonstrations and learn how to create your own account access live.
Title: Creating extraordinary member experiences Hosted by: Mississippi Credit Union Association Speaker: Angela Prestil
Session description: If you're telling a story about an experience you've had, you'll ignore most of what happened and focus instead on a few particular moments. The cool thing is that we can create these memorable moments for our members. In the credit union service world, we can grow loyalty with our members by delivering extraordinary experiences that are unforgettable as Chip and Dan Heath share in The Power of Moments: Why Certain Experiences Have Extraordinary Impact. In this session, we'll discover the four key elements in creating unique, defining moments through a streamlined journey mapping process. There are so many opportunities to elevate experiences for your members - let's discover how together!
Title: Technology best practices
Hosted by: Cornerstone Credit Union League
Speaker: Idrees Rafiq
Title: Vulnerability is LeadershipHosted by: Kentucky Credit Union League Speaker: Dr. OJ Oleka
Session description: Leaders often feel like every decision is critical to the success of our team, organization, or bottom line. As a result, there is tremendous pressure put on us - by others and ourselves - to get every decision right. This can sometimes lead to anxiety, overexertion, and ultimately a wrong decision. During crisis leadership, as we are all experiencing right now, that pressure is heightened. In this discussion, Dr. Oleka will lead an honest conversation on the humanity of leadership and how understanding your imperfections as a human being can help in maximizing your potential as a great leader, especially in a crisis.
Title: Advocacy in the power of your palm Hosted by: Mountain West Credit Union Association Speaker: Christopher Kemm
Session description: In the digital age of Facebook Twitter Instagram and other social media platforms the power of advocacy has become simple and reduced to the power of a cell phone in the palm of your hand.
Title: Strategy in a box: Virtual version of strategic planning Hosted by: Carolinas Credit Union League Speaker: Jim Kasch
Session Description: Your credit union's strategic plan must be more than a check-box item to satisfy examiners. It's a touchstone that captures how your organization defines itself, its short, mid and long-term goals, and how it plans to accomplish those goals. In this engaging session, Jim Kasch will share the outline to his proprietary strategic planning approach, including ways to organize the plan to better ensure success.
Title: Benefits and process of becoming a CDFI Hosted by: Hawaii Credit Union League Speaker: Pablo DeFilippi & Terry Ratigan
Session description: 2020 has exposed the ugly truth of a financial system that doesn't work for everyone. More than ever, mission driven credit unions play a critical role providing asset building opportunities and helping strengthen rural and minority communities that have been disproportionally impacted by the pandemic and economic slowdown. Over the last 20 years, a number of tools have become available to credit unions serving financially underserved populations. NCUA's low income designation provides a valuable regulatory framework that allows among other benefits, raise secondary capital to help them grow and manage risk; the Minority Depository designation, also given by NCUA will become increasingly important as the nation attempts to address systemic racism. The CDFI Certification provided by the US Treasury Department is another valuable building block that provides access to funding opportunities. In fact, the CDFI Fund has become the single most important source of external funding for credit unions. Since its inception 25 years ago, it has provided over $400 million in technical and financial assistance grants. Together, these credentials provide a formidable set of tools that can be effectively leveraged to amplify your credit union impact on your community and do well by doing good.
Title: Recruiting and retaining talent
Hosted by: CrossState Credit Union Association
Title: Working Effectively with your Board
Hosted by: Heartland Credit Union Association
Speaker: Brad Douglas
Hosted by: Cooperative Credit Union Association
Hosted by: Michigan Credit Union League
Title: DEI: It's more than meets the eye
Hosted by: California/Nevada Credit Union Leagues
Speaker: Jill Nowacki
Hosted by: New York Credit Union Association
Hosted by: Indiana Credit Union League
Hosted by: Credit Union League of Connecticut
Speaker: Lori Herrick
Title: Leadership, empowerment and communication
Hosted by: Maine Credit Union League
Speaker: Stacy Rodenberger
Hosted by: West Virginia Credit Union League
Hosted by: CUNA Mutual Group
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© 2020 Credit Union National Association
ADA Compliance / Terms & Conditions