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Insight & Intelligence for 2017

Sundeep Kapur, consultant, Digital Credence Inc.

Original Air Date:01/11/17

What does your financial institution need to prepare for a strong 2017? FinTech, large financial institutions, and a few credit unions embarked on some significant projects. What were these key initiatives?

Supplementary Materials: Copy of Slides  

’Tis the Season of Giving to Others—and to Your Bottom Line

John Moreno, senior executive benefits specialist, CUNA Mutual Group, Todd Fanning, senior vice president and chief financial officer, University of Iowa Community CU

Original Air Date: 12/14/16

During this holiday season, learn how your credit union can improve its charitable donation activity by taking advantage of potentially higher-yielding investments approved by the NCUA.

Supplementary Materials: Copy of Slides  

The Present and Future of Delivery Channels – What Credit Unions Need to Know

Bill Goedken, president and CEO, idea5, Inc.

Original Air Date: 12/08/16

Learn from various studies, polls, and trends of best–and not so best–practices of delivery channels.

Supplementary Materials: Copy of Slides  

Transforming Training: Meeting the Needs of the Modern Learner

Danielle Buscher, learning and development manager, West Community Credit Union

Original Air Date: 11/17/16

It’s time to discover the needs of the modern learner, leverage different types of learning, and revolutionize our training departments to provide learning when, where, and how our learners need it.

Supplementary Materials: Copy of Slides  

Fraud Trends with CO-OP’s John Buzzard

John Buzzard, account executive and fraud expert, CO-OP Financial Services

Original Air Date: 11/15/16

With over fifteen years’ experience working with financial institutions and law enforcement in fraud prevention, John Buzzard is your fraud expert! During this webinar, he will share his knowledge around the current state of fraud trends and risk with the credit union community.

Supplementary Materials: Copy of Slides  

Strategic Thinking and Planning: Setting the Stage for Your Future Success

Michael Daigneault, principal and founder, Quantum Governance, L3C

Original Air Date: 11/09/16

As the credit union industry becomes more and more competitive, it’s becoming more and more necessary for its leadership to balance their focus (and thinking) not only on matters of fiduciary oversight but also strategic visioning.

Supplementary Materials: Copy of Slides  

The Military Lending Act – Past, Present, and Future

Meredith Strange, shareholder, Williams Gautier law firm

Original Air Date: 11/08/16

With the majority of these regulatory changes going into effect on October 3, have you done everything you need to do to ensure compliance? And are you ready for the expansion of the new rules to credit card accounts in 2017?

Supplementary Materials: Copy of Slides  

Results-Based Strategic Planning: The Seven Secrets of Value-Creating CUs

Steve Williams, founder and partner, Cornerstone Advisors; Bob Roth, managing director, Cornerstone Advisors; Sam Kilmer, senior director, Cornerstone Advisors

Original Air Date: 11/03/16

In this session, experts from CUES strategic partner Cornerstone Advisors talk about what it takes to create a best practice strategic vision and share success stories of credit unions that have mastered results-based execution in their strategic planning initiatives.

Supplementary Materials: Copy of Slides  

School of Member Experience Overview and Summary

Mike Neill, president and founder, MNA Inc

Original Air Date: 10/13/16

Get a high level overview of our discussion from the School of Member Experience. We talk about some of the key reasons that focusing on member experience is a key to your credit union’s growth and some of the key strategies to make it happen

Supplementary Materials: Copy of Slides, Data referenced to in webinar  

2016 Executive Compensation Trends

Michael Becher, CPA, Vice President, Industry Insights; Laura Lynch, CUES’ Products and Services Manager

Original Air Date: 10/11/16

Join us for a look at data and trends culled from the 2016 CUES Executive Compensation Survey

Supplementary Materials: Download  

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