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Education & Training

Enhancing Your Personal Development
Educational Opportunities Calendar07/03/2016
July 07 eTrain: Membership & Account Ownership Webinar
July 10-22 Western CUNA Management School Pomona
July 13 eTrain: Best Practices for Financial Institutions on Social Media Webinar
July 19 eTrain: Understanding the National Credit Union Share Insurance Fund (NCUSIF) Webinar
July 26 eTrain: Managing Technology in the Workplace Webinar
July 27 eTrain: Trusts & Other Fiduciary Accounts Webinar
July 28 eTrain: Managing Liquidity, Capital Profiles, & Other Critical Issues Webinar
Aug. 02 eTrain: Tips for Terrific Talking, Part 1: Crafting POWER-full Presentations Webinar
Aug. 03 eTrain: Regulation CC: Check Holds Webinar
Aug. 04 eTrain: Member Conflict: Opportunity Knocks! Webinar
Aug. 05-06 Shapiro Summit Northern California
Aug. 09 eTrain: Tips for Terrific Talking, Part 2: Delivering POWER-full Presentations Webinar
Aug. 10 eTrain: Staying Relevant in the Lending Marketplace Webinar
Aug. 23 eTrain: Bank Secrecy Act (BSA) for Lenders Webinar
Aug. 24 eTrain: Bank Secrecy Act ( BSA) for Frontline Staff Webinar
Aug. 25 eTrain: Bank Secrecy Act (BSA) for BSA Officers Webinar
Aug. 31 eTrain: Malware Mules & Money Webinar
Sep. 07 eTrain: Basics of Automated Clearinghouse (ACH) Transactions Webinar
Sep. 08 eTrain: Managing Across the Generations Webinar
Sep. 15 eTrain: Lending to Service Members Webinar
Sep. 20 eTrain: ACH Exceptions, Government Payments, & Deceased Account Holders Webinar
Sep. 21 eTrain: Automated Clearinghouse (ACH) Risks for Business Webinar
Sep. 22 eTrain: How to Delegate Webinar
Sep. 29 eTrain: Converting Members from Savers to Borrowers Webinar
 
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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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