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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 tsakash@cuna.coop or at 608-231-4277. 

Save the Date: Small CU Conferences 2023

CUNA and our League partners will be hosting three regional conferences for small credit unions in 2023. Geared towards management and board members, these low-cost events will focus on how smaller credit unions can strengthen their operations and remain competitive long into the future.

Pick the event that is closest to you—or best for your calendars. Starting at $149, you’re sure to receive a great deal of value during these two-day events, full of networking, best practices, and hard-hitting takeaways.

Registration opens soon, so mark your calendar!

Midwest Small Credit Union Conference

May 21-23, 2023, Location TBD
Co-presented by: Indiana, Michigan, Illinois, and Ohio Credit Union Leagues

Northeast Small Credit Union Conference

Aug. 27-29, 2023, Philadelphia, PA
Co-presented by: CrossState, Cooperative, Connecticut, and Maryland, D.C. Credit Union Leagues

Southeast Small Credit Union Conference

Mid-September, Location TBD
Co-presented by: Virginia, LSCU, West Virginia, Kentucky, Tennessee, Louisiana, Mississippi Credit Union Leagues

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.

 

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. Click here to check out the available resources you can take advantage of to help keep your credit union thriving.