Santa’s Workshops May Be Closed, But Ours are Now Open for Business
in League Initiatives
By: David Frankil, NJCUL President/CEO

When I ask CEOs what they want from the League, the most frequent response has been “more”—more content, more training, more relevance, more value. Which is exactly where we want to take the League, re-positioning it as a true strategic partner, helping members grow and be more productive.

As part of this process, we’ve created a new series of one-day workshops focused on critical credit union operational issues. The name “workshop” was chosen deliberately—these are not symposia, or discussion groups, or academic seminars. They are workshops—come spend a day, roll up your sleeves, and dig into the nitty-gritty of a topic and walk away with valuable, actionable information.

There will be a diverse range of not just topics but experts. Some will rely heavily on peer-to-peer content, from fellow credit union executives who have already walked down a given path. Others will feature experts in the field, either known to us or referred by credit union executives.

We want to make sure that cost is not a barrier to participation, so as a member benefit most of the workshops will have a flat $75 registration that covers our basic costs. Some will have sponsors, to help defray any additional costs we might have, like honoraria or consultant fees. Registration will be higher only if we can’t find sponsors to help with expenses.

Our initial set of workshops are listed below (click on the links to register):

  •  Field of Membership: Jan 17, 2017 – Review the new NCUA Field of Membership rules as they relate to community charters, definitions of rural districts, underserved areas, and multiple group common bonds, and how to use data to maximize membership growth. Speakers include Robert C. Leonard, Director of the Division of Consumer Access in NCUA’s Office of Consumer Protection.
  • Branch Transformation: February 7, 2017 – We know our branches will be affected by emerging technologies – the question is how, and when. This workshop will review everything from branching strategies (build, acquire, remodel), self-service, contact centers, and connecting with members in a digital world. Speakers include Sundeep Kapur, an expert who has been helping credit unions define their OMNI-channel engagement strategies.
  • Core Processing: March 7, 2017 – When is it time to change cores? How do I decide which is the best fit? What are the latest developments in technology? How do I conduct an RFP and do due diligence? How do I not just survive but thrive during a conversion? Speakers include peer CU executives that have extensive experience at every step of the process.
  • All About Mortgages: Get in the Game:  April 11, 2017 – How to create (or extend an existing) mortgage capability by building, partnering or outsourcing the process, including contractual and marketing questions. Session will be led by Joan Mahon from Symbionce.
  • All About Mortgages: Stepping Up Your Game: June 13, 2017 – Now that you have created or extended your mortgage program, how do you transform it into an engine of growth? Understand what is happening with your loans, assess risk levels, marketing and education are all on the agenda. Session will be led by Joan Mahon from Symbionce.

Stay tuned for more topics still to come in the second half of the year.