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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 presentation
Hosted 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 presentationHandoutHosted 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 staff
Webinar recording: View PresentationHandout
Hosted by: Association of Vermont Credit Unions
Speakers: 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 Members
Webinar recording: View presentation
Handout: PowerPoint Presentation
Handout: Budgeting worksheet
Handout: 8 helpful links
Hosted by: Louisiana Credit Union League
Speaker: Susie Fair, CCUE, CMS, CCUFC
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 management
Webinar recording: View presentation
Handout: PowerPoint presentation
Hosted by: Ohio Credit Union League
Speakers: Stacie VanDenBerghe, CEO at CU Innovate Corp
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.
Hosted by: Tennessee Credit Union League
Webinar recording:View presentation Handout:PowerPoint presentationSpeaker: 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.
Title: Demystifying big data 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 Easier
Hosted by: Iowa Credit Union League
Speaker: Adam Carroll
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 Setting
Hosted by: Credit Union Association of New Mexico
Speaker: Cody Lewis, Chief Administrative Officer of Jemez Valley CU
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
Hosted by: MD|DC Credit Union Association
Speaker: Michael Crofts
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
Title: NCUA's learning management service
Hosted by: Nebraska Credit Union League
Speaker: Kathryn Baxter
Title: Digital marketing
Hosted by: Virginia Credit Union League
Speaker: Nicole Widell
Title: Creating extraordinary member experiences
Hosted by: Mississippi Credit Union Association
Speaker: Angela Prestil
Title: Technology best practices
Hosted by: Cornerstone Credit Union League
Speaker: Idrees Rafiq
Hosted by: Northwest Credit Union Association
Speaker: Panel of Northwest credit union leaders
Title: 'Life Changers' sales & service presentation
Hosted by: Kentucky Credit Union League
Speaker: Eileen Burden
Title: Digital advocacy
Hosted by: Mountain West Credit Union Association
Speaker: Christopher Kemm
Title: Strategy in a box: Virtual version of strategic planning
Hosted by: Carolinas Credit Union League
Speaker: Jim Kasch
Title: Benefits and process of becoming a CDFI
Hosted by: Hawaii Credit Union League
Speaker: Pablo DeFilippi
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