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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 industryHosted by: Credit Union National Association Speaker: Tom Sakash, manager Small CU initiatives, CUNA Panelists: Teri Robinson, Mira Ness & Winona Nava
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 PandemicHosted by: Minnesota Credit Union Network
Speaker: Kris Jacobsen
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
Session description: 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 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.
Title:Succession planning: The two most important words in your vocabularyHandout: 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 staffHandout: HandoutHosted by: Association of Vermont Credit UnionsSpeakers: Joe Bergeron
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 MembersHandout: PowerPoint PresentationHandout: Budgeting worksheet Handout: 8 helpful links
Hosted by: Louisiana Credit Union League Speaker: Susie Fair
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 managementHandout: PowerPoint presentation Hosted by: Ohio Credit Union League Speakers: Stacie VanDenBergheSession 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 easierHandout: 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 settingHandout: PowerPoint presentation Hosted by: Credit Union Association of New Mexico Speaker: Cody Lewis
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 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 knowHandout: 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 Handout: PowerPoint presentationHosted 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: Exploring the building blocks of community finance 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: Working Effectively with your Board Hosted by: Heartland Credit Union Association Speaker: Brad Douglas, Heartland Credit Union Association
Session description: The relationship between credit union CEOs and their board can have its ups and downs. Hear the unique perspective of one of the only League Presidents who also served as a credit union board member and Chair. He'll share tips for working more effectively with your board through clear communication and relationship building techniques.
Handout: PowerPoint Presentation
Hosted by: Cooperative Credit Union Association
Speaker: Alison J. Herrick and Michael P. Moreau
Title: Practice Governance, Risk and Compliance (GRC) or ask the Magic 8-ball Handout: PowerPoint PresentationHosted by: Michigan Credit Union League Speaker: Melia D. Heimbuck, Eric Shornhorst and Amy Wargo
Session description: Meeting your goals and objectives is not a game of chance. Drive your credit union towards success by establishing processes that make success possible, understanding the risks that could impede success, and successfully navigating the complex set of laws, regulations and policies required of every credit union - regardless of size. There is not a one-size-fits-all GRC model, but together, they are necessary parts of thriving today and tomorrow. This session will touch upon governance, risk and compliance, and most importantly, address the necessity of a coordinated effort among them. It's true, you could ask the Magic 8-ball to help make decisions, but you may not like the answer!
Title: DEI: It's more than meets the eyeHosted by: California/Nevada Credit Union Leagues Speaker: Jill Nowacki
Session description: As organizations across all industries gain increased understanding of the business case for Diversity, small credit unions may feel left behind. With a limited number of employees, rural locations, or narrowly defined Fields of Membership, options for diversifying demographics-and tapping into the benefits of more diverse teams- may seem limited. This session will define DEI from a broad perspective and help leaders understand the various dimensions of Diversity-both visible and invisible-that can benefit an organization. Participants will identify actions they can implement at a credit union of any size to build toward a more diverse, equitable, and inclusive workplace, positioned to serve all members of your community.
Speakers: Jared Mills and Jackie Myers
Session description: By 2021, the cohort of SEC registrants required to adopt CECL will have all begun presenting financial statements under the new standard, regardless of whether they elected CARES adoption relief. In this presentation, tailored for credit unions that have not yet adopted and we will discuss lessons learned from implementing the standard at more than a hundred such institutions, working with scores of different audit and validation firms across the spectrum of size, resources, and sophistication.
Handout: View PowerPoint PresentationHandout: Sample Balance SheetHandout: Sample Income StatementHandout: Sample Analysis Hosted by: Indiana Credit Union League Speaker: David Hawkins and Timothy PierceSession description: Unless you are a finance department pro, reading credit union financials is not easy -- especially understanding how a ratio or a number going up or down impacts the credit union. David Hawkins and Tim Pierce will explain the examiner's “Big Four” ratios. You will also learn about other ratios that are vital and are reviewed by CEOs and upper management on a regular basis. David and Tim will also give a brief overview and explanation of the balance sheet and income statement for those that have not seen or do not totally understand the need and value of these reports when connected to a credit union.
Title: Building a Kickbutt CU CultureHandout: View PowerPoint PresentationHosted by: West Virginia Credit Union LeagueSpeaker: Mark Adams and Jeff Van FleetSession description: Mark Adams and Jeff Van Fleet, co-authors of THE COACH AND THE GEEK - Building a Kick-Butt Culture will share how to build a Culture of WE for credit union leaders!
Title: Happy Employees: Tips for Engagement Handout: View PowerPoint PresentationHosted by: Maine Credit Union League Speaker: Stacy RodenbergerSession description: Caring for our employees has always been a cornerstone of the “people helping people” philosophy, but the COVID pandemic has upended all aspects of work and personal life, making efforts around employee wellness and engagement more important than ever. This webinar will look at engagement through the lens of happiness: what is happiness and what makes employees happy? Learn four elements of happiness and engagement tips for each element in order to care for our employees in these challenging times.
Session Description: The practice of empathy aligns well with the principles and values of the credit union movement. This session will explore how credit unions are using empathy to build a culture of trust and supportiveness that benefits both members and our own employees.
Title: Reduce Member Anxiety, Build Loyalty: Creating Emotional Engagement in Digital Channels Handout: View PowerPoint PresentationHosted by: CUNA Mutual GroupSpeaker: Susan HochsprungSession description: The pace of technology innovations, increased competition and changing consumer expectations are driving the rapid digitization of customer experience (CX) in financial services. Companies that aren't making the investments now to provide an all-digital experience risk being left behind by their competition. Hear highlights from new research exploring credit union members' expectations of CX and the role that emotions play in shaping consumers' perceptions. Examine the actions credit unions can take to address member emotions related to the lending experience. Review the benefits credit unions can expect if they provide a truly differentiated, positive emotional member experience.
Title: Speed dating with small CU success stories Hosted by: CUNA Small Credit Union CommitteeSpeaker: Tom Sakash and the CUNA Small Credit Union Committee Members
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