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Operations, Sales & Service

Trail-blazing operations drive culture and shape strategy to unite staff and grow membership.

CUNA offers training, networking opportunities and resources to help operations, sales & service professionals increase the efficiency and effectiveness of their credit union in order to make a more powerful impact for their members and the movement.

Feel the pulse.

Knowledge is not power. The application of knowledge is power. Having technology at your fingertips isn't enough. You need to be able to leverage it across your credit union to connect systems, customize processes, incorporate programs, manage relationships, reach members and maximize potential. RESOURCES: CUNA Operations, Sales & Service Council & Conference, CUNA Strategic Services, CUNA Professional Development (CDP Online), CUNA Training on Demand™.

Schools & Conferences

Additional Resources



CUNA Disaster Recovery Workshop
December 5-6, 2017 // Las Vegas

CUNA World-Class Service Leadership School
May 15-17, 2018 // Denver

CUNA Member Experience, Sales & Service School
September 17-19, 2018 // Austin, TX

CUNA Operations & Member Experience Council Conference
September 12-15, 2018 // San Francisco, CA

CUNA Credit Union Financial Counselor Workshop
September 16-17, 2018 // Orlando

CUNA Technology Council CIO & CUNA Operations, Sales and Service COO Forum
2018 dates and location to be announced.

CUNA Creating Member Loyalty - check out the new case study!

Sneak Preview!

CUNA Financial Counseling Certification Program

Credit Union Magazine

CUNA News Now


CUNA Professional Development Online (CPD Online)

CUNA Training Bundle

Credit Union Front Line Newsletter

CUNA Product Knowledge Program

Process Analysis & Optimization - check out the new case study!

CUNA Strategic Services

GreenPath Financial Wellness



2018 CUNA Governmental Affairs Conference
Feel the Pulse Trail-Blazing Ideas for Operations