DakCU News & Notes

Upcoming chapter meetings; national conferences; fraud prevention workshops; new training opportunities; and the latest credit union resources.

Webinar - Will Your Credit Union Be Ready When Siri Shops for Financial Products?
August 26 | 1pm CST
The future of financial services is fast approaching—and it's driven by AI, real-time payments, and hyper-personalized digital experiences. Join TruStage, Clutch, and a panel of industry leaders for a timely and thought-provoking webinar that explores how credit unions can stay relevant, build trust, and drive growth in this evolving landscape. Discover what steps your credit union should take now to compete in a world where virtual assistants like Siri are helping members choose financial products. Register here.
 
Alloya Corporate FCU Hosts Credit Union Leadership Symposium
Alloya Corporate Federal Credit Union will host its 11th annual Credit Union Leadership Symposium on September 3–5 at the Westin Copley Place in Boston. The event will feature top-tier speakers, including industry experts and economist Elliot Eisenberg, plus an inspiring keynote from 1980 U.S. Olympic hockey captain Mike Eruzione. Attendees can expect valuable networking, engaging sessions, and memorable experiences like a Red Sox game at Fenway Park and Alloya’s popular Football Night. The corporate’s Annual Meeting will take place on September 4, with no separate registration required. Find event details and registration here.

Credit Unions United Chapter Meeting
The Credit Unions United Chapter has scheduled their meeting scheduled for Tuesday, September 9. Meet at 6:30 p.m. for dinner followed by speaker Tonya Hetzler from the Attorney General’s Office with the topic of “Fighting Consumer Fraud”. RSVP to Jennifer Jerauld at Town and Country Credit Union no later than Tuesday, September 2.
 
SD Central Chapter Meeting
The South Dakota Central Chapter is holding a meeting on Tuesday, September 16 at 6:00 pm for a presentation on "Current Frauds/Scams” led by Jody Gillaspie, Attorney General. This event will take place at Fire Pit Pizzeria. Please RSVP to Tiffanie Kouf by noon on Tuesday, September 9.
 
Building Leadership Resilience: A Step-by-Step Succession Planning Workshop
ViClarity Q3 Town Hall
September 24, 2025 1:00 PM CT/12:00 PM MT
Leadership continuity is a vital component of credit union resilience. With the NCUA’s succession planning rule going into effect January 1, 2026, federally insured credit unions must adopt and maintain a formal succession plan covering key leadership positions.
 
This focused town hall workshop will provide practical, step-by-step guidance on building a compliant plan, assessing leadership gaps, preparing for both emergency and planned transitions, and aligning succession with your credit union's long-term strategy. Join us for this session and leave with actionable tools to strengthen your governance and exam-readiness, because strong leadership keeps your mission moving forward — even through change. Register here.
 
Combating Elder Fraud – Roundtable Discussions
Join AARP and elder fraud expert Paul Greenwood for a 90-minute roundtable addressing the impacts of fraud on older adults, common misconceptions, investigation strategies, and ways to support victims. Greenwood, a retired San Diego Deputy District Attorney and AARP Fraud Ambassador, will lead discussions on best practices and prevention efforts. Sessions are scheduled for Tuesday, September 23 in Bismarck (Event Center – Prairie Rose 101) and Wednesday, September 24 in Fargo (FARGODOME – Rooms 101-102), both from 1:30–3:00 p.m. Register online or contact [email protected] / 866-554-5383.
 
Alloya’s Economic & Investment Conference
Credit union professionals are invited to attend Alloya’s Economic & Investment Conference on Wednesday, October 22, 2025, in Bloomington, Minnesota. Hosted in collaboration with Alloya Investment Services, a division of Alloya Solutions, this one-day event is tailored for CEOs, CFOs, portfolio managers, and board members. The agenda includes expert insights into the U.S. economy, inflation, interest-rate trends, and projections for savings and loan activity in 2025 and 2026. Featured speakers include Tom Slefinger of Alloya Corporate FCU and Steven Rick, Chief Economist at TruStage™, offering a forward-looking forecast for credit union performance. The $100 registration fee includes access to all sessions and up to 4.0 CPE credits. It's a valuable opportunity for credit union leaders to learn, network, and plan for the year ahead. Learn more and register here.
 
Marketing Association of Credit Unions (MAC) Offers VIP Discount to DakCU for 2025 Annual Conference in Fort Lauderdale
The Marketing Association of Credit Unions (MAC) is hosting its 2025 Annual Conference October 27–29 at the Fort Lauderdale Marriott Harbor Beach Resort & Spa, featuring dynamic keynote speakers Rocky Garza, Amy Downs, and Brian Galke, plus engaging breakout sessions, networking events like a yacht party and beachside fun, and the prestigious MAC Awards. Dakota Credit Union Association members can snag a VIP all-access pass for just $1,499—plus a free 2025 MAC membership—using code MACVIP25. Learn more and register at MAC 2025 Conference.
 
Deep Dive: Velera Payments Index – August 2025 (Economic Uncertainty)
Velera’s August Deep Dive takes aim at the latest twist in consumer behavior—how growing economic uncertainty is shifting payment trends. Expect data-backed insights into consumer responses to inflation, tariffs, and tightening confidence, highlighting shifts in spending across sectors, digital wallet adoption, and delinquencies. This report unpacks how credit unions can pivot—offering stability, flexible payment experiences, and targeted engagement strategies to stay top-of-wallet in unpredictable times. Be sure to explore past editions of the Payments Index as well, for a broader view of evolving consumer and market trends month to month here.
 
NCUA Launches AI Resources for Credit Unions
The NCUA has launched a new webpage offering credit unions guidance on adopting and managing Artificial Intelligence (AI) technologies. The resources cover AI implementation, risk management, data security, cybersecurity, and practical use cases—helping credit unions make informed decisions whether they’re just exploring AI or looking to strengthen existing AI practices. Explore the page here.
 
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