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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar07/31/2014
Aug. 06 eTrain: Responding to Federal Subpoenas Webinar
Aug. 07 eTrain: Risks & Trends in IT Security Webinar
Aug. 08 Regional Roundtable for CEOs Sacramento
Aug. 08-09 Shapiro Summit and CEO Roundtable Sacramento
Aug. 13 eTrain: Responding to Federal Levies Webinar
Aug. 14 eTrain: Survival Skills for New Managers & Supervisors Webinar
Aug. 19-20 eTrain: Fulfilling NCUA Financial Literacy Requirements for Directors, Parts 1 & 2 Webinar
Aug. 21 eTrain: Loan Participation: Tools for Liquidity, Managing Risk, & Balance Sheet Allocation Webinar
Aug. 26 eTrain: Bank Secrecy Act (BSA) for Lenders Webinar
Aug. 27 eTrain: Bank Secrecy Act (BSA) for Frontline Staff Webinar
Aug. 28 eTrain: Bank Secrecy Act (BSA) for BSA Officers Webinar
Sep. 03 eTrain: Basics of Automated Clearing House (ACH) Transactions Webinar
Sep. 03 Regional Roundtable for CEOs San Francisco
Sep. 04 eTrain: Understanding the National Credit Union Share Insurance Fund (NCUSIF) Webinar
Sep. 09 eTrain: Eight Techniques for Successful Networking Webinar
Sep. 09 Regulatory Update Seminar Fresno
Sep. 10 Regulatory Update Seminar Sacramento
Sep. 10 eTrain: ACH Exceptions, Government Payments, & Deceased Account Holders Webinar
Sep. 11 eTrain: Establishing a Code of Ethics for Volunteers Webinar
Sep. 11 Regulatory Update Seminar Santa Clara
 
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From the Editors of CU Weekly

STRATEGIC PLANNING FOR SHAPIRO CUs
updated 08/26/13 12:11 PM
Strengthen Your Foundation
If you're a CEO or board member who's about to develop your credit union's strategic plan, then join us for the Shapiro Strategic Planning Forum on Sept. 7 for a comprehensive overview of industry trends, best practices, and much more to help you effectively create a well-thought-out plan.

This event includes:

  • Identification and discussion of possible strategic focus areas for smaller credit unions.
  • A review and discussion of key financial performance data among smaller credit unions, including customized data for each participating credit union.
  • A discussion of important environmental developments/trends that may have significant impact on credit unions in the coming years.
  • An update on economic issues/trends of greatest significance to smaller credit unions.
  • A review and discussion of competitive positioning for credit unions.

Click here to register.

Speakers:

  • Dwight Johnston—Chief Economist, California and Nevada Credit Union Leagues
  • Mark Klinkert—VP, Education and Training, California and Nevada Credit Union Leagues
  • Larry Palochik—SVP, Member Solutions, California and Nevada Credit Union Leagues
  • Richard Stanton—Senior Business Analyst, California and Nevada Credit Union Leagues

Shapiro Strategic Planning Forum
2855 East Guasti Road, Suite 600, Ontario, CA 91671
Saturday, Sept. 7
Registration: 8:30 - 9 a.m.
Seminar: 9 a.m. - 4 p.m.

 
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