Speaking

Inventing Qualified Borrowers: Credit Union Philosophy Is Good Business

With the majority of credit unions experiencing low loan growth and reduced margins, how are a handful of credit unions maintaining a 100% loan-to-share ratio? You'll learn the answer in this informative session about inventing qualified borrowers. We'll use case studies and research conducted on behalf of the Filene Research Institute to illustrate how credit union philosophy can be good business!

 

Increasing Profitability, Relevance and Operational Effectiveness with a Strategic Audit

The greatest catalyst to credit union performance is a board and executive team acting on strategies informed by powerful objective data. A strategic audit identifies performance and marketplace insights and the non-resource dependent strategies to keep your credit union relevant, profitable and growing. The in-depth review additionally determines whether the credit union is meeting its objectives efficiently and effectively and uncovers improvement opportunities. A strategic audit imposes its own discipline on both the board and management, as much as the financial audit process.

 

The Biggest Opportunity For Credit Unions: The Hispanic Market

The Hispanic population has accounted for about half of the growth in the U.S. population since 1990, and this community is both a young and underserved market. This session will review the products, services, policies and marketing strategies that your credit union can utilize to attract these valuable members.

 

Strategic Planning: It’s Not Just a Day

Often credit union directors—and staff—think of strategic planning as an annual, and sometimes arduous exercise. But strategic planning isn’t just a day, it’s a process. Learn more about how your credit union can use strategic planning to leverage its effectiveness, improve the member experience, and remain nimble in a rapidly changing environment.

 

Fiduciary Responsibility & Risk for Credit Union Boards

Every year credit union boards are burdened with additional responsibility and risk in an increasingly complex financial services world. Learn more about what your legal duties are to the credit union—even as an unpaid board member—and how you can be sure that you both fulfill your duties and protect the credit union from potential liability.

 

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