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Small Credit Union Resources

You’re a smaller credit union that needs resources, ideas, and a network of peers who can help you grow and evolve your shop. We are a trade association that takes pride in our support of our smallest institutions. 

Welcome to your national network of small credit union leaders through the CUNA Small CU Community. You’re strongly encouraged to participate in the ongoing discussion about how to better yourselves and your shops.  

Interested in membership? Contact Tom Sakash, manager of Small Credit Union Initiatives, at or at 608-231-4277. 

We are thrilled to unveil a new resource for small credit unions, exclusive only to members of America’s Credit Unions.

You can now download “Blueprints for Small Credit Union Success,” a 170-page PDF containing successful business strategies sourced directly from small credit unions nationwide. Business areas range from lending to technology, operations to marketing, and we are confident that there is something in here for you, no matter where you need help within your organization.

A huge thank you to the Small Credit Union Committee for its leadership on this project. Not only did the group conceive of this resource and shape its direction, it also did an incredible amount of work encouraging credit unions to participate. 

Finally, thank you to the nearly 50 credit unions who participated in this project. Your commitment to collaboration and helping to support your peers across the country is greatly appreciated. 

We encourage you to read through the resource and start building out plans. If – and when – you implement anything found in this guide, we also encourage you to share that story with your peers on the Small Credit Union Community.

CUNA Small Credit Union Talent Strategy Guide — The CUNA Small Credit Union Committee and Tom Sakash have put together a strategy guide to help teach techniques to attract and retain talent at smaller credit unions. This guide is sponsored by CUNA Mutual Group.

Small CU Community — Connect with small credit unions nationwide on this free platform where you can share ideas, collaborate and solve problems collectively. Join the network of small credit unions nationwide. Also, make sure you're subscribed to Daily Digest email here.

CEO Succession Planning Guide and Workbook for Small Credit Unions — A step-by-step tutorial on how to conduct a professional and effective search for the next leader of your CU. Informed by executive search firms and credit union experiences, follow this organized guide and you will be in strong shape to hire the next CEO or other key staff.



Presented by TruStage, learn how executive benefits programs can help small credit unions adequately compensate their leaders and serve as key tools for succession planning. These programs not only set up current leaders for financial stability into retirement but can also create new ways for smaller credit unions to attract and retain top talent to their organizations.


Presented by InterLutions


Presented by Zest AI

Register for an additional round of free webinars dedicated to small credit unions, taking place on the second Thursday of the month at 2:00 PM CT from April 14 through December 8, 2022. Please find recordings linked below.

The goal of this series is to connect smaller credit unions with the business partners that can help them enhance their businesses and strengthen service to members. Smaller credit unions have less resources and time to investigate which business partners are out there that are uniquely positioned to help them. This series aims to address that challenge. 

Current CSS Business Partners presenting 

Thursday, April 14

            Presenters: 3SI & Equips

  Recorded session

Thursday, May 12

            Presenters: SilverSky & Agility Recovery 

  Recorded session

Thursday, June 9

            Presenters: Zogo

 Recorded session

Thursday, July 14

            Presenters: TraceSecurity

            Recorded session

Thursday, August 11

            Presenters: Mark H. Smith

            Recorded Session

Thursday, September 8

            Presenters: CNote & InterLutions

Recorded Session

Thursday, October 13

            Presenters: CUVM & Eltropy 

Thursday, November 10

            Presenters: Envisant

Thursday, December 8

            Presenters: TBD

Affiliated credit unions under $50 million in assets receive both member and “small” credit union pricing on all CUNA training opportunities. 

All credit unions can apply for scholarships for any of our conferences or schools. 

  • CUNA Professional Development Online (CPD Online)—Affordable and foundational webinars that are remarkably suited for employee training at smaller shops. Need to cross-train staff? Conduct BSA training? CPD Online has you covered.
  • CUNA Training Bundle—Unlimited continuing education to invest in staff and position them for greater success as professionals. Packages include 250 webinars and 30 eSchools including the CUNA Financial Counseling Certification Program (FiCEP).
  • CUNA Management School—Prepare the next leader of your credit union by sending them to the marquee training program in the movement for future credit union executives. Small credit unions can apply for full or partial scholarships to CUNA Management School.

The CUNA Small Credit Union Committee worked with CUNA and your state Leagues to compile resources that benefit small credit unions. You can take advantage of these available resources to help keep your credit union thriving.