2021 Credit Union Forum

The 2021 Credit Union Forum was designed exclusively for executive officers and board members of credit unions. The sessions provide you with information on and insights into current topics that are deeply impacting credit unions today. To view the recorded webinars, click on the links below.

Session 1: Where are we going? CECL, DEI and industry update

A discussion regarding how the industry is doing and where it is going. Highlighting what the current trends and challenges are for the financial institutions industry. As institutions look ahead, where will they be one, three and five years from now, and how might strategic plans be impacted? Learn what is new on the CECL front and discuss best practices uncovered by early adopters. Learn more about the importance of diversity, equity and inclusion (DEI) efforts and its future impacts, as well as best practices when launching and sustaining DEI initiatives.

Click here to view the recorded webinar.

Session 2: A new approach to strategic planning

More and more, organizations are moving from traditional strategic planning methods to enrolling into a transformation model.  Transformational planning is a framework designed to help organizations understand their business model, better meet their customers’ needs and guide a successful redesign to meet the new challenges ahead.

Transformational planning is the process of developing a strategic plan for adapting an enterprise's business processes through the modification of policies, procedures, and processes to move the organization from an "as is" state to a "to be" state. It also means asking tough questions about customer needs, delivery of traditional services and using technology to both leverage the strategic planning process and track ongoing performance to plan.

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Session 3: Digital transformation: Unlocking the true potential

Digital has already revolutionized the way financial institutions of every shape and size conduct business, manage their operations and engage. No one is immune to the disruptive threats — and tremendous opportunities — available through digital. During this session, Marcie, Sara and Billy will unpack the organizational requirements, essential tooling and evolutionary client-first mindset that must be present for financial institutions to unlock the true potential of digital within their organizations.

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Session 4: Practices that attract and retain employees

In today’s tight labor market, financial institutions have to use a two-pronged approach to talent: first, determining how to find the best talent available in the marketplace and, second, focusing on retaining current employees. In addition to implementing retention practices such as career blueprints, mentoring programs and succession plans, other dynamics come into play, such as understanding the needs of each generation. This session highlights these topics and more!

Click here to view the recorded webinar.