Posts Tagged conferences

10 figures demonstrating what CUNA and leagues do for credit unions

Posted by on Wednesday, 22 February, 2012

The three-tiered system of CUNA, credit union leagues, and credit unions is the nation’s most effective team of credit union advocates. Joining together to advance the credit union movement is the driving force behind credit union membership in Credit Union National Association and state credit union leagues.

As a result, CUNA and state leagues work hard to serve the interests credit unions. But it’s often difficult to recognize the results of those efforts thanks to the din of a fast-evolving financial services industry and the every-day tasks of running a credit union.

We’d like to take this opportunity to share 10 figures from 2011 that illustrate the results of CUNA and state league efforts on behalf of credit unions.  The numbers show the considerable impact individual credit unions have when they pull together.

  • 9,100—The number of comments to the NCUA, Federal Reserve, and other regulatory agencies on proposed regulation via CUNA’s Operation Comment in 2011.  Credit union support through league and CUNA affiliation helps national and state-level advocacy to drive out regulatory burden and redundancies. Doing so establishes the operating flexibility credit unions need to provide the services demanded by their members.
  • $6.3 billion—The annual economic value to consumers by choosing credit union membership over for-profit financial institutions in 2011. CUNA and the state leagues shared this, and the message that credit unions are a trustworthy resource for financial services during good times and bad, to communities, the nation, and the world through media heavyweights in print, television, and radio.
  • $28, 545, 723—The dollar amount young members deposited into credit union savings accounts during the National Youth Saving Challenge hosted in conjunction with National Credit Union Youth Week. CUNA sponsors National Credit Union Youth Week with the help of the state leagues to promote the importance of youth financial literacy and support credit unions’ role in supplying financial education to their members.
  • 700-plus—Credit unions made sure their voice was heard on Capitol Hill in 2011. More than 700 credit union attendees visited lawmakers and staff as part of CUNA’s “Hike the Hill” program in 2011. “Hike the Hill” is one example of how credit unions—through their membership with CUNA and state leagues—shape the future and educate both chambers of the U.S. Congress, regulators and the administration about the credit union difference.
  • 180,000—The number of successful credit union searches on The network of state credit union leagues and CUNA collaborated to develop to help consumers locate a credit union they can join and drive new, potential members to credit unions nationwide.
  • 86—Of the CULAC-backed candidates during the 2010 midterm elections, 86% won election to Congress. CULAC (the leagues’ Credit Union Legislative Action Council) strengthens the credit union impact on key political races and provides the opportunity to support worthy candidates for federal office who back credit union principles.
  • 9—The number of times CUNA testified before Congress in 2011 to protect and promote credit unions. CUNA testified on major credit union issues related to interchange fees, member business lending, housing finance reform, the implantation of the Dodd-Frank Act, and regulatory burden.
  • 40,000-plus—The number of credit union professionals and volunteers impacted by CUNA Councils, the Governmental Affairs Conference, America’s Credit Union Conference, and CUNA’s CPDOnline training. These programs cultivate credit union leader connections, ensure credit union leaders are informed, and educate credit union professionals on the latest trends and service standards.
  • 2 million—The number of calls, emails and letters into Capitol Hill generated since 2009 by CUNA’s grassroots Interchange campaign. The overall rule on interchange was improved from its original version after 2 million grassroots contacts on the “interchange” issue supported CUNA’s challenge to the Fed’s rulemaking.
  • 70-plus—CUNA penned more than 70 comment letters to 16 different agencies on topics such as NCUA’s Proposal on Credit Union Service Organizations, FHFA’s Inter-agency Credit Risk Retention, and FTC on Credit Score Disclosures. These comment letters were in addition to countless face-to-face meetings and dialogues with regulators.

Discover Success at CUNA’s Upcoming 2012 America’s Credit Union Conference, June 17-20, 2012, in San Diego, CA

Posted by on Thursday, 19 January, 2012

MADISON, Wis. (January 18, 2012) – The Credit Union National Association’s 2012 America’s Credit Union Conference will be held June 17 – 20, in San Diego, CA. Conference registration and housing is now open at

America’s Credit Union Conference is designed to connect progressive credit union leaders with like-minded business experts and action-inspiring ideas. Each year, ACUC features the industry’s top line up of business speakers.  Keynoting this year’s event in San Diego are business innovator and renowned author Tom Peters, USAF pilot and philanthropist Major Dan Rooney, and science-based marketer Sally Hogshead. For the second year, the conference will feature CUNA Mutual Group’s popular Discovery sessions.

“America’s Credit Union Conference is about activating excellence and propelling our credit union movement forward,” said Bill Cheney, President and CEO of CUNA. “This signature conference sparks inspiring leadership, big plans and positive change and look forward to this gathering of the movement’s leaders and visionary thinkers in San Diego this summer.”

CUNA Mutual Group’s Discovery breakout sessions are led by credit union experts and designed to help credit union leaders solve problems, capture opportunities and address current market challenges. The small session sizes foster networking opportunities and strong connections among attendees.

“We are pleased to once again partner with CUNA and offer our live Discovery sessions at the 2012 America’s Credit Union Conference,” said Jeff Post, President and CEO of CUNA Mutual. “Collaboration is a unique trait that differentiates credit unions from other financial institutions and helps make our movement stronger. ACUC’s energetic atmosphere and focus on a successful future for credit unions as a natural fit for our Discovery sessions.”

The 2012 ACUC also offers impactful Thought Leader sessions, an exclusive Executive Series for CEOs, one of the largest exhibit halls in the industry, networking and guest programs to enjoy San Diego.

Additional speakers, session topics and programs will be announced in the weeks to come. For more information and to register, please go to

CUNA Announces the 2012 CUNA Economics & Investments Conference in Chicago, IL

Posted by on Friday, 13 January, 2012

MADISON, Wis. (January 13, 2012) –Registration and school information is now available for the upcoming 2012 CUNA Economics & Investments Conference, August 12-15, 2012 in Chicago, IL.  For conference and registration information visit

The CUNA Economics & Investments Conference gives credit union professionals an in-depth look at today’s national economic landscape and tomorrow’s economic future. Well-respected CUNA economic experts, Bill Hampel and Mike Schenk, will dive deep into the hard facts and numbers of the U.S. economy and explain what the nitty-gritty details of the economy mean, why they are important and how they will impact credit unions in the coming fiscal year. After attending this three day conference, credit union professionals will have the knowledge and skills needed to make better informed strategic planning decisions.

Attendees will hear CUNA’s leading economists speak on:


  • The key players that shape the U.S. economy
  • The practical tools for managing credit union finances
  • Investment strategies that will keep credit unions competitive
  • Asset-liability management techniques
  • The current regulatory issues affecting credit unions today
  • And more


“Every year our highly regarded economists Bill Hampel and Mike Schenk draw large crowds to hear their insights into today’s economic realities and tomorrow’s economic outlook ,” said Kevin Smith, Director of Volunteer Education at CUNA.  “The CUNA Economics & Investments Conference is a uniquely engaging and provides speakers and content not available at other conferences. Over the course of three intensive days, credit union professionals will get an entire year’s worth of credit union specific economic information that they can then use to build their strategic plans and map out their future business initiatives.”

The CUNA CFO Council is offering scholarships,up to $2,500, for qualifying credit unions attending the CUNA Economics & Investments Conference. The deadline to apply is July 9, 2012. More information can be found here.

For more information about the CUNA Economics & Investments Conference and to register, visit

CUNA Announces 2012 Schools and Conferences Lineup

Posted by on Monday, 9 January, 2012

MADISON, Wis. (January 9, 2012) –CUNA hosts educational events that cover every aspect of the credit union movement. The 2012 suite of CUNA events ranges from large signature events that draw thousands of credit union professionals each year to smaller, more topic-specific conferences. Dates, locations, speakers and additional information can be found at

Every year, CUNA schools and conferences provide credit union professionals around the country with updates on pressing industry topics and regulations. From compliance and collections to marketing departments and board volunteers, the 2012 CUNA schools and conferences offer credit union specific education for every position. Programs are designed to showcase leading experts in their field and provide attendees with take away strategies to use at their credit unions to boost membership, streamline efficiency and strengthen their business and financial institution as a whole. Attendees will also have the opportunity to network with other credit union professionals from around the country.

Many 2012 CUNA conferences also offer opportunities for educational advancement such as CPE credits, certifications, designations, graduate degrees and awards for credit union excellence. These titles are recognized throughout the credit union movement as distinctions for both job competence and career professionalism.

Get a sneak peak at a few of the upcoming CUNA spring conferences:

CUNA Governmental Affairs Conference
March 18-22 • Washington D.C.

CUNA Consumer & Residential Mortgage Lending School
April 2-5 • Orlando, FL

CUNA CU Finance for Non-Financial Managers & Volunteers
April 22-25 • Orlando, FL

CUNA Regulatory Compliance Schools
April 22-27 • Orlando, FL

CUNA Marketing Management Schools
April 30 – May 3 • Las Vegas, NV

View a complete listing of the 2012 CUNA Schools and Conferences and learn more about the educational opportunities available from CUNA.

CUNA Announces the 2012 CUNA Volunteer Institute in Punt Cana, Dominican Republic

Posted by on Tuesday, 6 December, 2011

MADISON, WI (November 29, 2011) –Registration and school information is now available for the upcoming 2012 CUNA Volunteer Institute, May 6 – 9 in Punta Cana, Dominican Republic. For more information and to register visit

Spanning four productive days in Punta Cana, Dominican Republic, the CUNA Volunteer Institute helps volunteers gain the skills they need to become expert credit union volunteers. From legislation and liabilities to discussing strategies to incorporate fun into the boardroom, volunteers will explore a variety of topics that will help make them impactful credit union directors. This institute is designed for volunteers looking to increase their knowledge while connecting with peers.

Attendees will hear from a variety of credit union experts on the following topics:

  • CEO Oversight – What’s the Right Formula?
  • Secrets of an Effective Board Chair
  • Motivating Board Volunteers and Bringing FUN to the Boardroom
  • Today’s Economy and the Risks for Your Credit Union
  • Directors Who Make a Difference
  • And more

“We are proud to see so many of our credit union board professionals at this program every year,” said Kevin Smith, Director of Volunteer Education at CUNA.  “The wealth of information provided at this institute goes a long way in improving board member performance and strengthening the credit union movement as a whole. The efforts of these volunteers set high standards for their credit union staff and helps demonstrate to their members their dedication to their credit unions.”

For more information about the CUNA Volunteer Institute and to register, visit

CUNA Announces 2012 CU Finance for Non-Financial Managers & Volunteers School in Orlando, Florida

Posted by on Wednesday, 16 November, 2011

Madison, WI (November 8, 2011) –Registration and school information is now available for the upcoming 2012 CUNA CU Finance for Non-Financial Managers & Volunteers School, April 22 – 25 in Orlando, Florida.  For school information and to register visit

CUNA CU Finance for Non-Financial Managers & Volunteers School is tailored specifically for credit union managers and volunteers wishing to set a broad foundation on the essentials of credit union finance.  From accounting 101 to complex asset-liability strategies, attendees will gain a working knowledge of their credit union’s financials and become a better asset to their credit union members.  The annual program attracts managers and directors with a wide range of professional backgrounds and experience levels.

By attending this school and successfully completing the on-site exam, directors will earn their CUNA Board Financial Literacy Certificate, which ensures compliance with the NCUA requirement of board members to prove their financial literacy.  In addition, by completing the optional exam, board members and volunteers attending the school will also earn six credits toward the Certified Credit Union Volunteer (CCUV) designation.

Attendees will hear from Tim Harrington, CPA and president of T.E.A.M. Resources, on the following topics:

  • The basics of finance and how it affects your credit union
  • The benefits of a balanced budget
  • How to read financial statements and analyze the nuances between the numbers
  • The relationship between risk and interest rates
  • What asset-liability is and why it is important to your credit union
  • And more

“We are excited to see so many of our credit union board professionals and volunteers at this program every year,” said Kevin Smith, Director of Volunteer Education at CUNA.  “The basic financial information shared at this school is vital for every credit union employee to perform their job duties effectively.  It’s great to see so many people within the movement actively educating themselves and making the credit union movement more connected and stronger as a whole.”

For more information about the CUNA CU Finance for Non-Financial Managers & Volunteers School and to register, visit

Election Analyst Charlie Cook to Speak at CUNA 2012 Governmental Affairs Conference

Posted by on Friday, 4 November, 2011

Washington, D.C . (November 4, 2011) –Credit Union National Association (CUNA) announced today that Washington’s most trusted voice on all things political, Charlie Cook, will join Condoleezza Rice and journalistic duo, Bob Woodward and Carl Bernstein, as a keynote speaker for its 2012 Governmental Affairs Conference, March 18 – 22 at the Washington Convention Center in Washington D.C.  Conference registration and housing information can be found at

Keynote Speaker Charlie Cook

With an encyclopedia-like knowledge of the political landscape and a keen eye that sees immediately the broad implications of the latest political changes, Cook has established himself as the go-to-resource for Americans who wish to be truly informed about their government. Cook serves as editor and publisher of the Cook Political Report, providing premier, non-partisan political analysis on elections and campaigns for the U.S. House of Representatives, US Senate, State Governors and US President.

Cook has also made a name for himself as a political journalist, penning a twice-weekly column for Roll Call, Capitol Hill’s renowned newspaper, before joining the National Journal Group in 1998. Currently he writes a weekly column for both the National Journal magazine and the Washington Quarterly.

Cook is regularly featured as a political expert on national media outlets including: ABS, CBS, Good Morning America, The Today Show, Nightline, Meet the Press, This Week, CNBC, MSNBC, C-Span, and National Public Radio. Cook has also served as an election night analyst for CBS News, NBC News and CNN.

In what is already shaping up to be an exciting election year, CUNA GAC attendees will hear from Cook about today’s political environment, the balance of power on Capitol Hill,  and how it all could be affected by the coming November elections. He will use poll numbers, economic indicators and historical data to forecast the fortunes of each party in a balanced, non-partisan manner and provide attendees with the concrete information they need to prepare for 2012 and beyond.

CUNA’s GAC is the credit union movement’s premier political event and its largest national conference, each year providing more than 4,000 credit union executives and board members an opportunity to hear influential leaders from Congress, the Administration and the federal regulatory agencies.  Capitol Hill visits, when attendees meet face-to-face with their members of Congress and staff to discuss issues that concern the credit union movement, will take place the afternoon of Wednesday, March 21, and the morning of Thursday, March 22.

Recognized as the key conference to attend for political impact, credit union networking and industry updates, the GAC also offers a wide array of educational breakout sessions, the industry’s largest exhibitor showcase, guest/family programs to tour Washington’s sights, and special entertainment including an opening concert and the closing Gala Reception and Dance.

Additional speakers and session topics will be announced in the weeks to come.  For more information and to register, please go to

Entries Being Accepted for 2012 HR/TD Excellence Awards

Posted by on Thursday, 3 November, 2011

Madison, Wis. (November 3, 2011) – Entries are now being accepted for the 2012 HR/TD Excellence Awards, sponsored by the CUNA HR, Training & Development (HR/TD) Council. 

Recognition will be given in three major categories:

    • Employee Engagement – Including HR /training department programs related to internal communications, staff development, rewards and recognition, employee satisfaction, community involvement, among others.


    • HR/TD Management Practices – Covers programs that include compensation and benefits, recruitment & retention, training design and implementation, workforce diversity, among others.


    • HR/TD Strategic Leadership – Recognizes a senior HR/TD professional who has made significant contributions or taken an innovative approach in areas such as: innovative business solutions, change management, succession planning, culture building, learning development strategy, leadership development, among others.


A panel of HR/TD peers will review entries and determine winner based upon criteria that includes considering a program’s innovation, business outcomes /impact, sustainability, quality and integration.

“The CUNA HR/TD Council leaders want to honor credit unions that exemplify excellence in the human resources and training disciplines,” according to Awards Committee chair Jennifer Godel, VP of HR/Training & Quality at Desert Schools FCU in Phoenix, Ariz.  Godel noted that the awards also “serve to promote credit union philosophies through people leadership.”

All entries for these awards must be received by 5:00 p.m. (CST) Jan. 13, 2012.  Winners will receive industry recognition and a complementary registration to the 2012 CUNA HR/TD National Conference, April 18-21, at the Marriott Riverwalk in San Antonio, Texas. Awards will be presented to winners at the conference.

Additional information about categories and entry forms are available at

For information pertaining to the award or submittals, contact Bobbi Bischke, at (800) 356-9655, ext. 4018, or e-mail


Update from CUNA’s Community Credit Union & Growth Conference in San Francisco

Posted by on Wednesday, 26 October, 2011

CUNA’s Community Credit Union & Growth Conference is in full swing! You can follow along on Twitter using the hasthtag #CUGrowth or by following our CUNAverse Twitter feed.

The event, which is held in San Francisco this year, focuses on transforming innovative thought into solid action plans for credit union growth. Sessions run the gamut from gaining the loyalty of the Hispanic community and a discussion about the upcoming Bank Transfer Day to strategic board recruitment and an interactive youth financial literacy workshop using Mad City Money.

Credit Union Magazine posted an interesting article today highlighting activities and photos from yesterday’s sessions like the one below featuring our very own Meghann Dawson in action. Be sure to check out the full article on Credit Union Magazine’s website.

Behind desk from left: Marianne McCrary and Meghann Dawson welcome attendees to CUNA’s Community CU & Growth Conference in San Francisco Monday. The conference features a legislative and regulatory update, a Mad City Money simulation with local high schoolers, and workshops on developing a sales culture and building a younger cooperative. A new session on the agenda is a Wednesday roundtable on Bank Transfer Day, notes Dawson, CUNA’s manager of instructional design.

American Idol Winner Taylor Hicks to Perform Opening Concert for the 2012 Governmental Affairs Conference in Washington D.C.

Posted by on Thursday, 20 October, 2011

Washington, D.C . (October 19, 2011) – Credit Union National Association announced today that American Idol star Taylor Hicksand will perform at the 2012 Governmental Affairs Conference opening concert.  Hicks and his band will take the stage on Sunday night, March 18 at 8:30 p.m., after the grand opening of the Exhibit Hall.  

Since becoming the fifth season winner of American Idol in 2006, Taylor Hicks’s has gained a strong following.  Hicks is best known for his gritty, soulful, southern vocals and engaging live performances.  The platinum-selling singer/songwriter released his latest album, The Distance in 2009.  Hicks has seen his debut album certified platinum, performed with the likes of Earth, Wind & Fire, The Allman Brothers and Willie Nelson, toured through Asia, penned a brisk-selling Random House memoir, and made his Broadway debut in Grease.  He is currently living in Nashville and working on a new studio album while continuing performing with his eight-piece band for select dates.

“Taylor Hicks is a great opening act for the 2012 GAC,” said Erin Mendez, Chair of the CUNA Council Forum and Executive Vice President/Chief Operating Officer at SchoolsFirst Federal Credit Union  in Santa Ana, California. “CUNA Councils is pleased to again sponsor the GAC concert, bringing attendees together to launch an exciting credit union week in Washington D.C.”

CUNA’s GAC is the credit union movement’s premier political event and its largest national conference, each year providing more than 4,000 credit union executives and board members an opportunity to hear influential leaders from Congress, the Administration and the federal regulatory agencies.

Recognized as the key conference to attend for political impact, credit union networking and industry updates, the GAC also offers a wide array of educational breakout sessions, the industry’s largest exhibitor showcase, guest/family programs to tour Washington’s sights, and special entertainment including the opening concert and the closing gala reception and dance.

Additional speakers, events, and session topics will be announced in the weeks to come.  For more information and to register, please go to


Photo courtesy Leading Authorities Speakers Bureau