DakCU News & Notes

​​​Upcoming webinars, chapter meetings, and events to keep you informed, connected, and engaged across Dakota credit unions.

People Helping People Financial Coaching Program
The Iowa Credit Union League has shared a unique, last-minute training opportunity through their Foundation’s “People Helping People” Financial Coaching Program. Developed in partnership with nationally recognized personal finance expert and credit union advocate Adam Carroll, this virtual training is designed for professionals who work closely with members and want to strengthen their ability to provide personalized financial guidance. With limited spots available and sessions beginning April 29, we encourage interested credit unions to register soon and take advantage of this opportunity. Learn more and register here.
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Creative Planning: HR Risk Trends in 2026: What Credit Unions Need to Be Ready For 
Webinar – TODAY, April 23 | 2:00 PM CST
Join Creative Planning for this webinar that will provide a timely and practical look at the evolving workplace challenges facing credit unions today. This session will explore emerging risks tied to the increasing use of AI in the workplace, growing expectations around pay transparency, expanding federal and state leave requirements, and heightened standards for documentation and compliance. Attendees will gain a clearer understanding of how these trends are shaping HR practices and what proactive steps their organizations can take to stay ahead. With a focus on real-world application and risk mitigation, this session is designed to equip credit union leaders and HR professionals with the knowledge and tools needed to navigate change confidently. No registration required but be sure to put this link on your calendar.

ScreenSteps: Solving the Moment of Performance: How Credit Unions Are Using AI to Support Staff When It Matters Most
Webinar – Tuesday, April 28 | 12:00 PM CST
Join ScreenSteps for this webinar that explores how credit unions can better support employees during real-time member interactions to reduce errors, improve consistency, and enhance service. Attendees will learn about the three common outcomes of member interactions, why training and documentation alone fall short, and how new frameworks and AI-driven tools are helping teams respond with confidence. Real-world examples will highlight how credit unions are improving performance and reducing escalations when it matters most.
 
SBS CyberSecurity: Internal Penetration Testing — Inside an Attacker’s Playbook
Webinar – Wednesday, April 29 | 3:00 PM CST
What really happens after an attacker gets inside your network and how would you know?

This session will explore what real attackers do once they gain initial access and whether your current internal penetration testing would actually reveal those actions. Using real-world penetration testing scenarios, there will be discussion on how attackers pivot through networks, abuse credentials, and bypass common security controls and what internal penetration testing uncovers that vulnerability scans often miss. Register here.
 
TruStage: Protecting Members, Strengthening the Credit Union: Why Life Insurance Belongs in Every CU’s Financial Wellness Strategy 
Webinar – Thursday, April 30 | 2:00 PM CST
Life insurance is one of the most powerful—yet underutilized—tools credit unions can offer to protect members and their families. Despite clear benefits for income replacement and final expenses, a significant insurance gap persists, particularly among middle market households where credit unions serve best.
 
This session will explore why life insurance is a natural extension of the credit union mission, how accessible coverage improves members’ financial stability in moments that matter most, and how offering life insurance positions credit unions as trusted, end to end financial solutions providers. Attendees will also learn how modern, simplified life insurance products can support member wellbeing while generating sustainable, member friendly non-interest income. Register here. 

Levo Credit Union seeking Senior VP of Member Services
Levo Credit Union in Sioux Falls, SD is seeking a collaborative and strategic Senior Vice President of Member Services to join its senior leadership team and help drive growth and member impact. This role oversees branch operations, virtual banking, lending, and recovery services, ensuring a consistent, high-quality member experience while supporting financial strength and operational efficiency. Reporting to the Executive VP of Strategy and Service, the SVP will lead enterprise-wide strategy, champion a member-first culture, and use data, technology, and KPIs to enhance performance, compliance, and growth. Master's degree or equivalent and 8-10 years of related experience are required with an emphasis on commercial lending and service. To apply or find more information, go to Levo.org/careers.

Southeast 605 Chapter of Credit Unions Hosts 24th Annual Charity Golf Tournament
Get ready to tee off for a great cause! The Southeast 605 Chapter of Credit Unions is excited to host its 24th Annual Charity Golf Tournament on Thursday, June 25, at Elmwood Golf Course in Sioux Falls.
 
Golfers, sponsors, and supporters are invited to join a day filled with fun, friendly competition, and community spirit. All proceeds support local charitable initiatives, making your day on the green even more meaningful. For more information and to register click here.

SalesCU Training
SalesCU training offers practical and proven sales techniques and strategies that work in a credit union environment, delivering affordable and convenient training to our Dakota credit unions. Develop employees who sell with purpose and leaders who coach for results with our award-winning program. Start planning for the year ahead—2026 SalesCU training dates are now open for registration. Information on upcoming sessions available here or contact George McDonald, Interim President/CEO at 701.250.3942.
 
Help Us Stay Up to Date with Your Staff
Please help us to make sure that your employees are receiving the Memo and are in our database for other important information. We strive to bring you the latest important information related to advocacy, compliance, networking and educational opportunities, and more. Is everyone at your credit union receiving this information? Be sure we have the names, title, and email address of any new employees. The more information your staff has, the better for all of us!  Email Annie Elhard to be added to our distribution list or sign up directly here on our website.
 
In the Spotlight
Do you know someone at your credit union or another credit union, either employee or volunteer, who has an interesting story?  Nominate them for the CU Professionals Spotlight by emailing their name and a brief explanation of why they are “Spotlight” material to Annie Elhard.

Share News
Submit your news to Annie Elhard. Employee promotions, awards, new products or services, community involvement/recognition, job openings, all are welcome!