Virtual Small CU Summit

Registration Fees
4 Part Series: $99
One Quarter Only: $29

Quarter 1: 3/8/22 10:00 a.m. – 12:00 p.m. EST

Social Media Strategies for Organizations with Limited Cash and Even Less Time:

Whether you’re a 20-million-dollar credit union trying to reach 150 million dollars or a 2-billion-dollar credit union trying to reach 4 billion, growth is always at the forefront. Yet, sustainable, and healthy organic growth requires a specific marketing strategy currently. In this interesting and timely session, Ancin Cooley with Synergy Credit Union Consulting will discuss social media marketing strategies designed to generate loan growth.

Ideal Session Attendees:

  • Executive Management
  • Board Members
  • Supervisory Committee Members

Quarter 2: 4/5/22 10:00 a.m. – 12:00 p.m. EST

Pillars of Successful Credit Unions:

Yes…You can have it all. Happy Members, strong earnings, and engaged employees aren’t things you have to trade off for success, if the right pillars are in place. In this session, Ancin Cooley with Synergy Credit Union Consulting will draw from lessoned learned from experience CEOs and Examiners to provide the attendees with the essential pillars of successful credit unions.

Quarter 3: 8/3/22 10:00 a.m. – 12:00 p.m. EST

Ratios and Strategies for Manager:

What should you do if loan growth has declined over the last 4 quarters? Or if you past dues are above average? How do you fix a credit union that isn’t making any money? What if you have too much capital or too little? In this session, Ancin Cooley with Synergy Credit Union Consulting will provide a conceptual understanding of the ratios that impact your credit union and specific strategies on how to fix them.

Ideal Session Attendees:

  • Executive Management
  • Middle Managers
  • Board Members

Quarter 4: 11/10/22 10:00 a.m. – 12:00 p.m. EST

Talent Risk: The Risk that Rules Them All:

No organization can achieve their goals without acquiring and retaining talented people. Therefore, managing talent risk is an integral part of managing business risk, building resiliency and agility, and positioning for growth. Still, many credit unions—including some high-performance credit unions—struggle to identify and deal with risk in their workforces. In this timely session, we will cover the following topics that will help you reduce talent risk:

  • 3 way reducing talent risk can improve profitability and improve employee morale
  • Transactional vs. Strategic HR Professionals
  • Diversity as a Competitive Advantage
  • Retention Strategies for Progressive Credit Unions
  • Keys to Aligning Your Talent with Your Strategic Planning
Register Now

Dates:
March 8th
April 5th
August 3rd
November 10th

Location:
Virtual