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New CUES Governance Toolkit Equips CUs to Lead with Confidence and Clarity
MADISON, Wis. — CUES is proud to introduce CUES Governance Toolkit, a self-paced, five-part learning series designed to elevate credit union governance through practical, expert-led resources.
“Strong credit union governance is more than compliance; it’s key to building member trust, navigating regulatory change and enabling growth and stability,” said Dawn Abely, CUES SVP/Chief Sales & Member Relations Officer. “CUES Governance Toolkit equips credit union boards with the strategic insights and practical tools they need to lead with confidence—directly strengthening their ability to serve their communities and achieve their strategic goals."
CUES Governance Toolkit is free to Unlimited+ members and available for purchase for nonmembers and other CUES members. The learning series includes expert-led videos, workbooks, tools, and valuable resources on five essential topics:
- Board Communications
- Board and Committee Chairs
- New Director Orientations
- Strategy-Forward Agendas
- Best-Practice Board and Committee Minutes
CUES Governance Toolkit was developed by Stabilization Central Credit Union, leveraging their expertise in credit union regulation, risk management and governance. Their broad understanding was used to incorporate diverse perspectives in the toolkit, while making sure that it is relevant and practical for credit unions of all sizes—and their boards. The quality of this toolkit was evidenced when the Governance Professionals of Canada honored Stabilization Central with an award for Board and Director Effectiveness for their work on this toolkit.
“Stabilization Central is really excited to partner with CUES to help credit unions deal with increased regulatory expectation, starting with our award-winning governance resources that have been tailored-made to support credit union boards,” said Bill Corbett, CEO, Stabilization Central Credit Union.
The modules were built in partnership with Sylvia Groves, FCG, Acc. Dir., President of Governance Studio, an award-winning governance expert and author of AAA+ Minutes. With decades of experience helping boards improve how they lead and top management to enhance how they operate, Groves crafted the modules to meet busy schedules and diverse learning styles, with content designed for optimal retention.
“Board members are often the unsung heroes of credit union success,” said Groves. “They’re responsible for setting strategy, ensuring accountability and guiding the organization forward—while juggling full-time careers or other commitments. Top management are often tasked with implementing the improvements. These modules are easy to follow, highly practical, and deliver real value—helping board members become more effective, efficient, and impactful from day one.”
To coincide with the launch, CUES is offering an Early Access promotion; nonmember credit unions that join now for 2026 will start receiving their benefits immediately, including access to the CUES Governance Toolkit for those who purchase Unlimited+ Membership.
“This is the ideal time to join CUES,” said Abely. “The best value will go to those who join now, since they will get an extra four to five months of membership at no additional cost. The sooner you join, the more value you receive.”
CUES Governance Toolkit is available to everyone at a credit union which has purchased or accessed it through their Unlimited+ Membership.
As part of the new partnership, Groves will be offering governance consulting services through CUES. Learn more by emailing governance@cues.org.
Learn more about CUES Governance Toolkit here. Learn more about CUES at cues.org.
About CUES
For over 60 years, CUES has advanced the credit union movement by developing exceptional purpose-driven leaders who meet the unique needs of their organizations and the communities they serve. CUES partners with credit unions to elevate the leaders of today and tomorrow through exclusive networking and event opportunities, programs that facilitate personal and professional development, and unmatched digital and in-person learning experiences. Visit CUES.org to learn how CUES plays a pivotal role in shaping the future of credit unions.
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Senior Director, Asset Liability Management
First Tech Federal Credit Union
Hillsboro, OR
USA
First Tech Federal Credit Union
Senior Director, Asset Liability Management
Hillsboro, Oregon
Asset Size: $17B
Join a Leading, Forward-Thinking Financial Institution
First Tech Federal Credit Union is more than a financial institution; we’re a $17 billion (and growing) member-owned cooperative powered by a people-before-profit philosophy. With a pending merger set to expand our asset size to over $30 billion, we’re entering one of our history's most exciting growth phases. This is a rare opportunity to step into a critical leadership role during a transformative time, shaping our asset-liability strategy today while being positioned as part of a future succession plan for senior leadership.
What You Will Do
As the Senior Director, Asset Liability Management, you will:
Lead and execute First Tech’s Interest Rate Risk model via the Asset Liability Committee (ALCO), aligning balance sheet strategies with the credit union’s long-term objectives.
Model and evaluate scenarios to guide earnings, capital, liquidity, and interest rate risk strategies.
Drive liquidity and capital optimization, ensuring the credit union can meet its funding needs in all market environments.
Collaborate cross-functionally with business units, senior leadership, and external partners (Moody’s, ALM First, Temenos) to deliver actionable insights and recommendations.
Lead and develop a high-performing ALM team, fostering a culture of innovation, accountability, and continuous improvement.
Report and present monthly to ALCO, providing clear, data-driven strategies to mitigate risk and enhance earnings.
What We’re Looking For
We seek an experienced ALM leader who brings both technical mastery and strategic vision. To be successful, you will have:
10+ years of experience with Interest Rate Risk models (ZM/Moody’s, QRM, Empyrean, Profitstars, IPS Sendero, BancWare) in the financial services industry.
Experience at a credit union, bank, or financial institution with assets of $10B+.
7+ years leading high-performing teams.
Proven track record in the development of earnings, capital, liquidity, and interest rate risk strategies.
Strong knowledge of duration, interest rate sensitivity, price elasticity, and balance sheet optimization.
Bachelor’s degree in Finance, Accounting, Business Administration, or related field (advanced degree preferred).
Exceptional communication skills to translate complex financial concepts for all levels of the organization.
Why Join Now?
Unprecedented Growth: With a pending merger nearly doubling our size, you’ll be part of strategic decisions shaping a $30B+ institution.
Succession Opportunity: This role is key to our leadership pipeline, offering long-term career growth potential.
Impact at Scale: Your work will directly influence earnings, capital allocation, and long-term member value.
Collaborative Culture: Work alongside an engaged executive team and talented peers passionate about innovation and service.
Benefits and Perks
Competitive base salary + annual bonus
401(k) with up to 5% match
Generous PTO and 11 paid federal holidays
Comprehensive medical, dental, and vision coverage
Special employee pricing on mortgages, auto loans, and more
Location
This position is based in Hillsboro, Oregon, one of Oregon’s most diverse and dynamic cities. Ideally located in the Pacific Northwest, 10 miles west of Portland, Hillsboro is an hour’s drive from the beautiful Cascade Mountains and Columbia River Gorge to the east, and the sandy beaches of the Pacific Ocean to the west.
Base Salary: $170,000 - $190,000
ABOUT FIRST TECH FEDERAL CREDIT UNION
More than just banking. We're a member-owned financial institution that is powered by a people-before-profit philosophy. We invest in our member family with personalized financial services and convenient banking solutions to help you thrive.
Founded in 1952 by a few astute people at Hewlett-Packard and Tektronix, First Tech is the nation’s premier credit union serving the world’s leading technology-oriented companies and their employees. We offer a full range of customized products and services, as well as individual tools for financial wellness. We invest in our members with great rates and convenient digital, face-to-face, and self-service banking solutions.
We also provide exclusive financial services for businesses and their employees through our partnerships with Select Employer Groups, such as HP Inc., Hewlett Packard Enterprise, Microsoft, Agilent, Intel, Cisco, Amazon, Nike, Intuit, Google, and more.
ABOUT DDJ MYERS, an ALM FIRST Company
DDJ Myers is the executive search consultant for this organization. Our expertise is in supporting leadership teams in sustainable practices for high-performing organizations through succession planning, leadership development programs, executive coaching, board governance and renewal, and executive search. Please learn more about us at www.ddjmyers.com.
Please apply directly on the DDJ Myers website:
https://ddjmyers.com/apply?JOBSHARE2V3RRF5DDTVNLXYZ6UNXDGMPT26QAD2LZ2FY…
Vice President, Consumer Lending
Coastal Credit Union
Raleigh, NC 27609
USA
Are We the Place for You?
Coastal Credit Union ($5.5B, Raleigh, NC) is seeking its next Vice President, Consumer Lending. Founded in August 1967 by eight IBM employees to serve their colleagues, Coastal has grown to serve employees of over 1,800 businesses and associations and over 300,000 members with 23 branches throughout central North Carolina.
At Coastal, members "Bank Better to Live Better." This commitment shows in our Member Giveback program, our community engagement, and in the innovative products and services we offer designed to improve members’ lives. We aren’t just a Better Place to Bank, though. We are also a Better Place to Work, recognized as among the best in North Carolina by Business North Carolina and various regional magazines. Our 600+ employees enjoy competitive salaries, robust benefits package, and generous PTO in a workplace committed to creating belonging.
Coastal lives our values through community impact and a focus on financial well-being, affordable housing, and improving access to resources in North Carolina, providing every team member rich volunteer opportunities and the chance to make a difference in our community and our members’ lives.
Is This the Career for You?
Coastal’s Vice President of Consumer Lending will set and execute the strategic vision for Coastal’s Consumer Lending, Indirect Lending, and Home Equity portfolios. Leading the development and continuous improvement of lending products and services that are competitive and compliant, the VP-Consumer Lending will balance Coastal’s risk appetite, growth objectives and member-first values to achieve the ambitious goal of doubling the size of the portfolio. This role includes overseeing portfolio performance, fostering innovation in lending practices, and ensuring operational excellence across all consumer lending channels.
Data-driven and analytical—while also deeply committed to serving members from diverse backgrounds—the VP-Consumer Lending will conduct comprehensive analysis of market trends and competitive dynamics, identifying and leveraging growth opportunities in new markets, through innovative product offerings, and by targeting specific member segments. The VP-Consumer Lending will collaborate effectively with internal and external stakeholders, reporting to the Chief Lending Officer and overseeing a team of 5 direct reports. Effective communication with external partners (loan origination systems, indirect lending networks, credit bureaus), and other departments (Marketing, Risk, Finance, IT, Compliance, and Retail) is critical for aligning lending strategies with organizational goals and executing across the organization. Knowledge of regulatory compliance and policy issues will lead to a healthy portfolio and effective communication with examiners and auditors.
Success will be measured through internal metrics (loan growth, delinquency, and closing time/rate) as well as member metrics like improved credit scores, financial well-being, and member satisfaction.
Help Us Get to Know You
Please submit your resume or LinkedIn profile showing your bachelor’s degree (or equivalent experience) and the experience (likely 10+ years in credit union consumer, indirect, and real estate lending, with 5+ years in senior management) that makes you ready to lead consumer lending at one of the nation’s best credit unions.
David R. Bell
Referred to as the “guru of the DTC movement,” by Inc. Magazine and the “man who kickstarted the direct brand economy,” by IAB, David is co-founder and President at Idea Farm Ventures (IFV), a consumer and retail investment company based in New York. David was an early investor in iconic new economy brands including Diapers.com (acq. by Amazon for $545m), Jet.com (acq. by Walmart for $3.3b), Bonobos (acq. by Walmart for $310m), Burrow (private) Cotopaxi, (private), Dagne Dover (private), Harry’s (private), and Warby Parker (WRBY), among many others. In 2025, IFV portfolio company Touchland sold to Church & Dwight for $880m.
Before IFV, David had a 20-year academic career at Wharton where he was a chaired professor, award-winning teacher and researcher, and originator of courses on digital marketing and e-commerce. Research awards from the Institute for Operations Research and the Management Sciences (INFORMS) include the Frank M. Bass Outstanding Dissertation Award, John D.C. Little Best Paper Finalist Award (three), Marketing Science Long Term Impact Finalist Award (two), and Best Operations Management Paper in Management Science Finalist Award (two). In addition, he received the First Place Award for the Production and Operations Management Society Applied Research Challenge, Workshop in Information Systems and Economics Overall Best Paper Award, among others.
David is a frequent keynote speaker at founder events and for clients including Alibaba, Google, Haier, Mastercard, Microsoft, NAICS, Nike, and Ralph. His book Location Is (Still) Everything is a playbook for how to win in the digital economy and recent MIT Sloan Management articles “How to Win in an Omnichannel World” and “The Store is Dead—Long Live the Store” are bestsellers at Harvard Business School Publishing. He has in all premier academic journals in the marketing field (Journal of Consumer Research, Journal of Marketing, Journal of Marketing Research, Management Science, and Marketing Science.
David holds a Ph.D. (Business) and M.S. (Statistics) from Stanford University as well as a B. Com and M. Com (1st Class Honors) from University of Auckland.
Anthony Goodman
Anthony Goodman is a Senior Client Partner and the leader of the North American Board Effectiveness practice, based in the Firm’s Miami and Boston offices.
Mr. Goodman advises public and private company boards, including large nonprofits, foundations, membership organizations, mutual funds and family influenced businesses on a range of confidential matters. He was an honoree in the NACD Directorship 100, recognizing leading corporate directors and corporate governance experts who impact boardroom practices and performance.
Mr. Goodman’s prior experience includes six years as a leader in the Board Effectiveness Practice at Russell Reynolds Associates.
Mr. Goodman spent more than 12 years as a partner at Tapestry Networks, an organization convening board directors, investors, and regulators for peer learning and mutual understanding. He was the founder and co-chair of the Shareholder-Director Exchange (SDX), which developed the first protocol for board-shareholder engagement in the United States. For five years from 2009-2014, Mr. Goodman wrote the Leading View column for the Financial Times.
Before joining Tapestry, Mr. Goodman was CEO of Omnicom Group (NYSE: OMC) subsidiary Smythe Dorward Lambert, a boutique consultancy specializing in change management, culture change, and employee communication.
Mr. Goodman was Co-Chair of The Conference Board ESG Center’s Human Capital Management Oversight Working Group in 2019-20. He co-authored chapters in the first three editions of The Handbook of Board Governance (Wiley) covering board-shareholder engagement in 2016, board leadership in 2020, and board evaluation in 2024.
Mr. Goodman is a founding board member of Miami Scores Powered by Concacaf, a nonprofit providing after-school programs in Miami public schools. He was a board member of another affiliate, Boston Scores, from 2004 to 2022. He is a member of the National Association of Corporate Directors (NACD) and the International Corporate Governance Network (ICGN).
Mr. Goodman holds an MA in politics, philosophy, and economics from Oxford University, where he was also elected President of the Oxford Union.
Andrea Aragon Gosz
Andrea Gosz is a Senior Client Partner in the Financial Services Markets specializing in Banking Practice and is based in the Firm’s Chicago office.
She partners with clients to recruit strategic leaders who are compatible with specific situations and well equipped to help build shareholder value. Her understanding of the issues and trends driving the financial landscape, combined with her passion for talent management, is recognized by her clients and peers.
Andrea demonstrated track record spans over 25 years in the executive recruiting business, Ms. Gosz has led C-suite, and other senior-level engagements for Financial Services Companies including Insurance, Asset Management, Retail and Commercial Banking clients as well as Credit Unions. Andrea has placed 4 credit union CEOs in the last 18 months.
She has a personal track record of completing high profile c-suite searches, including CEO, President, CRO, CFO positions for financial services firms of all sizes. Andrea has particular expertise in P&L roles, general management and finance, and is a valued advisor to her clients in the areas of succession planning and leadership assessment.
Most recently, Ms. Gosz worked as Partner in the Global Banking Practice and Financial Officer Practice at another major retained search firm.
Upon graduation, she immediately began her career in search as an Associate of a Global Search Firm specializing in Insurance and Consumer and Commercial Banking. She was then recruited to another premiere executive search firm where she progressed during her tenure, continuing to specialize in the financial services industry with a focus in the financial officers field.
Ms. Gosz received a Bachelor of Arts degree from the University of Michigan in Organizational Development. She resides in Chicago with her family.
David Robertson
David Robertson is a Senior Lecturer at the MIT Sloan School of Management, where he teaches Innovation and Product Management. From 2002 through 2009 David was the LEGO Professor of Innovation and Technology Management at the Swiss business school IMD. While at IMD, David was given inside access to The LEGO Group, and wrote his award-winning book ‘Brick by Brick: How LEGO Rewrote the Rules of Innovation and Conquered the Global Toy Industry’. David's latest book ‘The Power of Little Ideas: A Low-Risk, High-Reward Approach to Innovation’ was published in 2017 by Harvard Business School Press. From 2010 through 2017, David was a Professor of Practice at the Wharton School at the University of Pennsylvania where he taught Innovation and Product Design.
David currently runs MIT’s largest executive program, the Executive Program in General Management. He teaches in MIT’s MBA and executive programs, consults with global Fortune 1000 companies on Innovation and Product Management issues, and is a frequent speaker at corporate events and industry trade shows. David holds an MBA and PhD from the MIT Sloan School of Management, and a BS in Computer Engineering from the University of Illinois. David and his two children are members of the Cherokee Nation.
Employee Benefits Producer
Corporate Central Credit Union
6262 South Lowell Place
Muskego, WI 53150
USA
Not a Job, But a Career
Looking to become part of something bigger than just insurance? Do you really want to make a difference in people's lives? Our company is not just an insurance agency - we're a family of dedicated professionals committed to helping small businesses thrive. Our Employee Benefits Producer plays a critical role in driving growth and client satisfaction by delivering innovative and collaborative employee benefit solutions to credit unions and their business accounts.
Make a Difference
Are you a motivated, results-driven individual who thrives on building relationships and helping people succeed? We're searching for an enthusiastic and passionate Benefits Producer to join our growing team. If you're ready to embark on an exciting journey in the world of Employee Benefits, read on!
As an Employee Benefits Producer, you'll be the face of our company, working closely with clients to assess their needs and deliver our innovative and competitive employee benefit solutions to meet each client's unique circumstances. Your responsibilities will include:
- Learning, growing, helping clients, making a difference, and having fun.
- Engaging prospective clients through strategic outreach and networking.
- Conducting thorough assessments to understand clients' employee benefit needs.
- Delivering competitive insurance plans, including life, health, dental, and ancillary coverage.
- Collaborating with our team to stay informed about industry trends and best practices.
- Building strong client relationships by providing exceptional service and ongoing support.
Benefits:
- Pension (fully funded by Corporate Central)
- 401(k)
- Health, Dental, Vision
- Group Life and Long Term Disability
- Paid Time Off
- Sabbatical Program
- Tuition Reimbursement
- Remote work opportunities
- Competitive salary
- And much more!
Requirements
- Sales-driven mindset with a passion for helping clients make informed decisions – you love to help people.
- 6+ years of sales and client support experience in the Employee Benefits field.
- Health and life insurance licenses.
- Experience with benefit administration and knowledge of ERISA compliance
- Experience with sales presentations and understanding of CRM systems
- Strong interpersonal and communication skills.
- Ability to thrive in a fun, fast-paced environment and adapt to changing markets – you love to learn and grow.
- High level of integrity and professionalism – brand and reputation are important to you.
Why Corporate Central Credit Union?
Corporate Central was recently recognized with a "Great Place to Work" certification. We cultivate a culture of respect, ethics, teamwork, and innovation. We serve as a trusted partner and advisor to credit unions and provide this value with the same high-level of trust and appreciation we offer our employees.
We offer competitive compensation and more importantly, a culture that empowers you to balance the contributions you make to your profession, your family and friends, and your community. We offer flexible work arrangements so you can enjoy a healthy work-life balance.
At Corporate Central you are part of a larger movement centered on "People Helping People"!
Business Development Executive - National Accounts
Corporate Central Credit Union
6262 South Lowell Place
Muskego, WI 53150
USA
Not just a job, but a career
Looking to become part of something bigger than sales? Do you really want to make a difference in people's lives? Our company is not just a financial institution - we're a family of dedicated employees committed to helping credit unions thrive.
Corporate Central is seeking a seasoned sales professional to assist with the promotion of our financial services to credit unions throughout the country. The ideal candidate will bring a record of sales and account management success in the B2B market with an entrepreneurial, results-oriented passion to this prominent role.
Make a Difference
Are you a motivated, results-driven individual who thrives on building relationships and helping people succeed? We're searching for an enthusiastic and passionate employee to join our growing team.
As a Business Development Executive, you'll be the face of our company, working closely with clients to assess their needs and tailor our competitive financial solutions to meet their goals. Your responsibilities will include:
- Learning, growing, making a difference, and having fun.
- Engaging prospective clients through strategic outreach and networking.
- Building strong client relationships by providing exceptional service and ongoing support.
- Conducting thorough assessments to understand clients' financial wellbeing and needs.
- Evaluating, building, and proposing competitive solutions to support our clients’ needs.
- Collaborating with our team to stay informed about industry trends and best practices.
What We Offer
- Competitive Compensation: Enjoy a competitive base salary, generous commission structure, and performance-based bonuses.
- Comprehensive Training: We believe in setting you up for success. Benefit from comprehensive training programs to enhance your industry knowledge and sales skills.
- Supportive Environment: Join a supportive team that values collaboration, growth, and celebrating achievements together.
- Flexible Work Arrangements: We understand the importance of work-life balance. We offer flexible work arrangements to suit your lifestyle.
- Career Progression: Grow with us! We offer clear paths for career advancement based on your skills, dedication, and performance.
Benefits:
- Pension (fully funded by Corporate Central)
- 401(k)
- Health, Dental, Vision
- Group Life and Long Term Disability
- Paid Time Off
- Sabbatical Program
- Tuition Reimbursement
- Remote work opportunities
- Competitive salary
- And much more!
Qualifications
- Strong interpersonal and communication skills – you're a natural at building rapport.
- Sales-driven mindset with a passion for helping clients make informed decisions – you love to help people.
- Ability to thrive in a fun, fast-paced environment and adapt to changing markets – you love to learn and grow.
- High level of integrity and professionalism – brand and reputation are important to you.
- 8+ years of sales and account management experience in the financial services industry.
- Strong negotiation, communication, and presentation skills.
- CRM experience.
Why Corporate Central Credit Union?
Corporate Central was recently recognized with a "Great Place to Work" certification. We cultivate a culture of respect, ethics, teamwork, and innovation. We serve as a trusted partner and advisor to credit unions and provide this value with the same high-level of trust and appreciation we offer our employees.
We offer competitive compensation and more importantly, a culture that empowers you to balance the contributions you make to your profession, your family and friends, and your community. We offer flexible work arrangements so you can enjoy a healthy work-life balance.
At Corporate Central you are part of a larger movement centered on "People Helping People"!