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DakCU News & Notes

8/7/2025

 
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​Catch up on leadership achievements, upcoming webinars, and can't-miss events shaping the future of credit unions.
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Hausman receives CCUE 
Laura Hausman, Branch Manager for United Savings Credit Union, received her Certified Credit Union Executive (CCUE) Designation on June 20th, 2025, from Southeast Management School, a division of the Southeastern Regional Credit Union School (SRCUS) in Athens, GA. This year's graduating class is the first class to earn the CCUE designation, sponsored by America's Credit Unions. The curriculum teaches its participants to be leaders in the credit union industry, with an emphasis on operational, managerial and leadership skills. Along with classroom education, each participant is required to complete two projects addressing issues facing their individual credit unions. Laura received recognition with a Certificate of Excellence for her second-year project, earning top scores amongst her peers in the small credit union category. Congratulations Laura!
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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.
 
Bank of North Dakota offers FREE Communications Workshop to Communications Teams
Bank of North Dakota is sponsoring a special education event for all North Dakota financial institution communications staff on Monday, August 11, from 8:30 a.m.-4 p.m. It will be held at the ND Heritage Center in Bismarck, ND. The workshop entitled “A Sense of Place and Storry,” will be led by Emmy Award Winning journalist and film producer John Hubbell. Hubbell will weave North Dakota themes throughout the day to inspire communicators to share their financial institution’s story so they create stories that resonate with your credit unions’ clientele.
 
Attendees are responsible for their own meals. There is no restriction as to the number of team members who may attend, but each person must register because seating is limited. Seats will be given on a first-come, first-served basis. Contact Janel Schmitz, BND Communications Manager at [email protected] or 701.328.5880 with questions. 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.
 
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.
 
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.
 
Jackson Lewis, P.C. – Your Trusted Partner in Employment Law
Jackson Lewis, P.C., a DakCU dues-supported benefit, specializes in labor and employment law to help employers proactively reduce workplace legal risk. With 1,000+ attorneys in 61 locations—including South Dakota—they provide practical, effective solutions backed by national expertise. For over 65 years, they’ve focused on top-tier client service, from preventive guidance to litigation defense. Learn more here.
 
SalesCU Training
2025 dates are now available for SalesCU workshops! SalesCU training offers practical and proven sales techniques and strategies that actually work in a credit union setting to bring affordable and convenient sales training to our Dakota credit unions. If you want to develop employees who know how to sell in a way that adds value to the member, and sales leaders who are empowered to drive results through developmental coaching and meaningful accountability, we have an award-winning solution for you! Additional information on upcoming sessions available here or contact George McDonald, Senior VP/Chief Officer Partnerships & Engagement at 701.250.3942.
 
Leadership Development
Our iLead@11 DakCU Emerging Leader Program is designed specifically for credit union professionals in the credit union industry interested in enhancing their careers for advancement. Based on the popular Leadership@11 program designed by Eleven Performance Group, it is an ongoing program that allows participants to start whenever they want and determine their own pace. It is $1,999 per person and scholarships are also available! Learn more here.
 
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.
 
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  • Advocacy
    • Bill Tracking
    • Grassroots Action Center
    • Political Fundraising >
      • Holiday Sweepstakes
  • Compliance
    • Compliance Solutions >
      • AffirmX
      • ComplySight
      • CU CMS
      • InfoSight360
      • Jackson Lewis
      • PayLynxs
      • ViClarity
      • Training
    • The Memo: Compliance
  • Member Resources
    • DakCU Awards
    • Financial Well-Being for All
    • Professional Development >
      • Chapters
      • Emerging Leader Program
      • Sales CU Training
    • Strategic Partners >
      • CAP Program Directory
      • Compliance Solutions
      • Pee Wee and Friends®
    • Credit Union Awareness
  • News & Events
    • The Memo
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    • DakCU Foundation >
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