Small Credit Union Webinar Series Sessions
Every Tuesday at 11 am
August 29th through October 3rd
Session Schedule
August 29, 2023
InfoSight Session: Compliance for Small Credit Unions
Small credit union employees wear many hats! Employees need to know where to find reliable information quickly, especially when it comes to compliance. Glory LeDu, CEO of League InfoSight gives a review of the compliance and risk tools and resources offered through the Association, many as part of the membership value.
Credit Union Webinar Network
The Credit Union Webinar Network provides relevant, reliable, cost-effective credit union training. Together AVCU and CCUA partner to over hundreds of live and on-demand webinars, covering topics important to every level of your credit union which is a proven to save money.
Human Emergence Network: Succession Planning
Ideally, your leadership team is being developed so that when any senior leader leaves there are internal candidates with both proficiency and experience to move into the role. In this webinar Dr. Matthew Zwell will present a straightforward and workable process to develop your leaders for their next leadership position.
September 12, 2023
Zest AI
Zest AI to unpack the benefits of AI-powered underwriting. Learn how smaller credit unions can join the revolution and become smarter, more inclusive, and efficient with their lending decisions to better support members.
QCash
Relationship-based lending enables credit unions to help their members when they face financial challenges from life events. Our CUSO’s lending platform allows credit unions to offer small-dollar loans to their members anytime, anywhere on any device. From application to funding, the process is complete in under 60 seconds, no credit check required.
NCC Direct
National Credit Center offers CCUA member credit unions a single provider for all credit bureau scores and compliance products at a discounted rate. NCC supplies bureau ID codes directly into all LOS/Core systems used for credit pulls with no change or additional work required on the credit union’s end. Find out how NCC leverages their large volume of annual credit pulls to reduce costs!
ShareTec
Selecting the right core processing and digital banking partner can be both a daunting and exciting task. In serving almost 300 credit unions in these two areas, Sharetec’s CEO and VP of Growth will discuss what questions and topics they most commonly get asked about and in turn what they have seen enable credit unions to not only compete, but win.
Posh
September 19, 2023
Hear about Poshie, the new AI solution designed to serve both current and potential small credit union members. In the conversation, learn how Posh uses generative AI techniques to offer 24/7, multilingual service with low effort and without breaking the bank. Posh will also highlight how Somerville's Credit Union which managed to deploy Poshie in under 2 hours.
Synergent
See how together we will drive member growth and engagement like never before, with data-driven, high ROI, programs and campaigns. See an example of how one small credit union marketed its product mix to meet member needs – wherever they were in their member lifecycle. Leave with new tools, analysis, and support to dig into your member data for product adoption, behavior, and demographic insights to identify areas of actionable opportunity.
TruStage
Emerging Risks:Keeping ahead of the complex array of ever-changing risks, compliance issues, and industry regulations that are impacting credit unions requires keen awareness, effective preparation, and loss control scrutiny. These are some of the emerging risks on our radar:
- P2P fraud-Zelle update
- Real-time payments
- BEC/Vendor Impersonation fraud
- Spoofed websites
September 26, 2023
Amazon Business
Take a walk through what Amazon Business is, the benefits provided to small credit unions through our partnership with CSS, and how smaller credit unions leverage the marketplace for cost savings and efficiency.
Attendees will receive a additional discounts on Prime, office supply items, and Amazon Basics items.
Dolphin Debit
There are many determining factors credit unions need to consider when evaluating if ITMs are really for them. The "everyone else is doing it" reasoning is not the best way to decide. This session will help credit unions gain a better understanding of the ATM and ITM market, and attendees will leave on a strategically strong footing for deciding whether to implement ITMs.
CU Card
Enhancing debit and credit card programs: What obstacles do you have with your debit and credit card program? How can you encourage your members to use your program while also protecting their transactions?
October 3, 2023
MemberClose: Helping Small CUs compete in a Competitive Purchase Market
The new real estate landscape is competitive for all financial institutions. MemberClose's easy-to-use dashboard puts the whole lending process at your fingertips. Hear senior leaders discuss mortgage solutions, bundled settlement services, and helping your members help themselves.
Vero Solutions
Hear about the dynamic strategy that will generate recurring non-interest income while increasing member engagement, expanding member relationships, and establishing a whole new level of membership value that drives up member growth and loyalty. This strategy has been successfully implemented across thousands of credit unions and serves to strengthen small to medium size credit unions with a residual source of revenue….and can also be used to direct member behavior to meet key CU objectives.
Tetto5G
Capture annuity like non-interest income through a no-cost, turn-key solution that embraces the latest technologies. Tetto5G will also discuss Cellular 5G, electric vehicle charging, and security.