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Moving Forward Forum: Insights and Strategies for the Credit Union New Frontier

Let’s get straight to the point: No one could have predicted the course of 2020 so far, and we’re all called to leverage the very best that we can bring to the table. Change is accelerating faster than ever. Plans are out of whack. Budgets are tight(er). As we look into the future, finding a new normal feels like both a tremendous responsibility and a giant guessing game.

That’s where being part of the credit union system makes a difference; we know how to pull together to share resources that help you make more informed decisions based on best practices across our industry.

Join us on Thursday, June 25 for the Moving Forward Forum: Insights and Strategies for a New Frontier for these three sessions hosted by credit union industry experts at CUNA Mutual Group to provide ideas to help you increase agility, increase revenue, and effectively serve the growing multicultural consumer population.



Date: Thursday, June 25, 2020 – 11:30 am Eastern/8:30 am Pacific

Sessions: Three sessions by top industry experts

Length: 45 minutes per session

Where: Online – Register now!

Price: $0



How Leveraging Agility Will Help You Meet Uncertainty Head-On
Tammie Harvey, Director of Continuous Improvement and Agile Execution, CUNA Mutual Group Ashley Utz, Vice President, Human Resources, CUNA Mutual Group

Now, more than ever, we are faced with rapidly changing conditions, multifaceted problems and a whole lot of uncertainty of what is to come. Leading is more complex than ever. It is requiring us to think about and adjust the way we work and how we serve our customers and employees now and into the future.  We will share some of the strategies that are helping us lean into this uncertainty with confidence!

Maximize Credit Unions’ Non-Interest Income
Bob Larson and Jeff Davenport, Financial Consultants, CUNA Mutual Group Today’s unprecedented economic conditions will greatly impact credit unions’ Key Performance Indicators (KPIs), and, in particular, credit union earnings. In order to be there for your members and to keep regulators satisfied, credit unions must explore every aspect of their income statement to leverage additional income. Learn strategies to sustain and improve your Non-Interest Income revenue stream and explore industry best practices to help with your strategy.

Multicultural Consumers—The Good, The Bad and The Opportunity.
Edgar Hernandez and Opal Tomashevska, Sr. Managers of Multicultural Business Strategy, CUNA Mutual Group

The Good: By 2030 multicultural consumers will make up the majority of the U.S. population, a growth that will bring new opportunities for empathetic and savvy organizations.

The Bad: Some businesses are still looking retrospectively at how the consumer landscape “used to be,” and not at how “it will be.” This will not only limit their ability to connect with new consumers, but also limit their ability to attract diverse talent.

The Opportunity: Recent events have amplified differences in income, healthcare access and discrimination toward people of color that had been less visible to the general population, and this is presenting new challenges that will require novel solutions.  Is your credit union ready to connect with this market?


Register Now


P.S. Already have plans on June 25? No problem. RSVP here now and you’ll still receive access to the sessions and resources on-demand, available for 90 days after the event.

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