Search

CUES® Announces Welcome to Credit Union Leadership Manual as Newest Member Benefit

MADISON, Wis.— Welcome to Credit Union Leadership: A guide for executives who are new to the CU industry, is now available for CUES members to download. 

The 30-page manual was developed to help executives who started off in other sectors shine when they join the credit union movement. 

“We’ve seen a growing trend of credit union talent being recruited from other financial services industries and business sectors,” said Jimese Harkley, JD, CUDE, CUES VP/Membership. “Our hope is this guide will help these talented executives and emerging leaders understand the philosophy of the industry and thrive in their new role, while gaining an understanding of what makes the credit union movement so special.” 

The manual offers a look into the history of the industry in North America, its legal foundation in the U.S. and Canada, strategic challenges and opportunities, similarities and differences between the movement and other sectors, tips on moving up the ladder, and ways for leaders to start strong and hit the ground running.

“In developing this manual, we turned to six executives who shared their perspectives on joining credit unions from other business sectors with us,” said Harkley. “Their insights will be invaluable to the industry’s newest executives.” 

Readers will also find key laws and regulations, and common industry terms to help these executives as they embark on their new career.

Members can download the manual now by logging in at cues.org and selecting “Access My Benefits.” 

Learn more about CUES Membership at cues.org/membership. Learn more about CUES at cues.org. 

CUES’ mission is to educate and develop credit union CEOs, executives, directors and future leaders.

###

Note to Editor: Image attached. 

Caption: Welcome to Credit Union Leadership: A guide for executives who are new to the CU industry is now available for CUES members to download. 

CUES^®, TRC Interactive Bring Online Fraud Prevention Training to the Industry   

MADISON, Wis.—CUES and partner TRC Interactive are pleased to bring First Line of Defense^™, a low cost, scenario-based fraud prevention training tool, to the industry.  

Subscribers to the service will receive a new edition quarterly, each containing 10 to 12 training scenarios representing real-life fraud attempts as reported by the FBI and the Office of the Comptroller.

“First Line of Defense is highly interactive,” said Jay H. Bowden, Chief Financial Officer, TRC Interactive. “In each scenario, the learner virtually meets and interacts with a member who is requesting a transaction. They can request the same documents they would see in real life, and all are customized to show your credit union’s routing number and MCIS. What’s more, checks, driver’s licenses, state IDs, and other documents will be from your state or surrounding states.” 

When the learner has completed all the lessons, First Line of Defense generates a report demonstrating how much money the decisions made would have saved or cost the credit union. 

“The report is a great way to keep track of your ROI. And, credit unions can have as many staff members go through the scenarios as they’d like, making it even more cost-effective,” said Laura Lynch, Products & Services Manager, CUES.  

Each subscription also includes Just In, a supplemental reading section that highlights the newest reported fraud schemes, and Branch Activities, a supplemental learning tool giving subscribers the option to extend in-person training to reinforce policies and procedures.

To see pricing, request a demonstration, and learn more, visit cues.org/FirstLine. 

Learn more about TRC Interactive at trcinteractive.com, and more about CUES at cues.org.  

CUES’ mission is to educate and develop credit union CEOs, executives, directors and future leaders.

###