FREE Webinar: Credit Union Accounting Practices
Credit unions with questions about accounting practices can get valuable information from a FREE upcoming National Credit Union Administration webinar. Registration for Accounting Hotspots for Credit Unions is open and scheduled to begin at 1 p.m. (CT) on Thursday, September 26. Sonya Pickens, an NCUA credit union examiner and national training specialist, will discuss common questions about record-keeping, including: Audit expenses; Managing the allowance for loan losses account; and Balance sheet concerns. Register here. FREE Webinar: Credit Union Strategies for Q4 Credit unions CEOs, CFOs, investment officers, board members, and those who are directly or indirectly responsible for financial management functions will benefit from this complimentary webinar hosted by The Baker Group. Topics include: Economic Update and Fed Policy Outlook; Industry Trends and Regulatory Hot Button Issues; Current Investment Strategy Recommendations; and Interest Rate Risk and Liquidity Management Guidance. The webinar is scheduled for Thursday, October 10 at 10:30 a.m. CT. Register here. FREE Webinar: Boosting Member Loyalty With Marketing Automation and AI Discover how credit unions are leveraging marketing automation to boost member loyalty, elevate digital experiences, and drive loan and deposit growth. You’ll also learn how personalized messages to your members – wherever they are – can build deeper relationships and increase revenue and about the power of automated email, digital banking banners, and other channels to enhance your outreach. Additionally, find out how marketing automation and AI can tackle various challenges beyond traditional marketing. Discover how AI-generated copy drafts and image iterations can streamline your content creation process, making your campaigns more efficient and impactful. Leverage the power of predictive analytics to anticipate member needs and personalize interactions, driving engagement and satisfaction. This webinar, hosted by Prisma (a CUNA Strategic Services company) is ideal for credit unions of all sizes. Whether you’re just getting started with marketing automation and need innovative ideas or you’re already making progress and looking for benchmarks to measure your success, this session will provide valuable insights and practical tips. Marketing professionals, digital strategists, and member experience teams will benefit from learning how to enhance their strategies, improve member loyalty, and drive growth through marketing automation and AI techniques. This complimentary webinar takes place on October 16 at 11:00 a.m. CT. Register today. FREE Webinar: Planning for 2025 – From Forces to Choices Every year, TruStage™ partners with credit unions to explore market trends, uncovering valuable insights designed to help shape our understanding of the marketplace. Join us for a panel discussion where we'll share key findings from our market forces research and uncover the strategies of successful credit unions. Discover how to leverage these insights for strategic planning and drive informed, impactful decisions. This complimentary webinar on Wednesday, October 9 at 1:00 p.m. (CT) can help guide credit unions preparing for 2025. Register now. CSS Webinar Series: When Cyber Criminals Attack This monthly webinar series from CSS takes on the hot topics in the industry and connects you with alliance providers who can help you safeguard your credit union against threats and bridge the gaps that prevent your credit union from growing and thriving. Join a free webinar brought to you by CUNA Strategic Services, TraceSecurity and Venminder with featured Speakers: Barb Lowman, CSS; TraceSecurity, and Venminder. This month’s episode will discuss the topic of protecting your credit union from cyberthreats and criminals. With cyberattacks on financial institutions on the rise, and new data breaches being reported across many different industries regularly, now is the time to think about how you can proactively address this critical growing concern. The webinar takes place on Thursday, September 26, at 2:00 p.m. (CT). Can’t attend? Sign up to receive a link to the recorded version. Register here. Compliance 101: An Essential Guide for New Compliance Officers School is officially in session! This comprehensive, four-hour virtual training course from ViClarity, DakCU’s compliance solution, is designed for aspiring or new compliance officers seeking to build a solid foundation. Whether you’re just starting to learn the regulatory ropes, need a refresher, or are transitioning from another role in the credit union, ViClarity's team of experts will equip you with essential knowledge, enhance your decision-making skills, and provide strategies for effective leadership. Register now for just $349. Limited spots available on September 24-25! Sign up today! FREE Event: Small Credit Union Roundtable Due to popular demand, DakCU will once again be holding our Small Credit Union Roundtable on Oct 14 – 15 at the Hampton Inn in Watertown, South Dakota. This event is specifically for sharing ideas among our credit unions in the $150M and under asset size. The event is not limited to CEOs or managers, so if you are unable to attend please feel free to send another member of your leadership team. We will open with a networking dialogue and social at 6:00 p.m. on Monday evening, Oct 14, and have a full day of discussion with lunch provided on Tuesday, Oct 15. This is a free event but we do ask you to register in advance so we can plan accordingly. Please contact George McDonald with any questions. North Central Chapter Pints and Politics The North Central Chapter is holding their 2024 Pints & Politics event on Thursday September 26 at Neathery- Simenson VFW Post 756, 314 3rd Ave, Devils Lake, ND. Meet at 5:30 p.m. for social and dinner, followed by a short business meeting. RSVP to the e-invite or to Tiffani Crist . Red River Chapter Pints & Politics The Red River Chapter is holding their Pints & Politics event on October 8 at 5:30 p.m. at the Fargo Brewing Company - Brewers Bar Room located at 610 N University Dr #104, Fargo, ND 58102. Jeff Olson and John Alexander from DakCU along with local legislators will be in attendance. Dinner will be served for a small fee; kindly RSVP in advance to [email protected]. FREE Holiday Signs DakCU has an assortment of messages for upcoming 2024-2025 federal holidays FREE for your use on your credit union branch doors, websites, and social media. The signs can be downloaded here. If you need a different size and/or format, don’t hesitate to contact Lindsey Hefta at 701.250.3968. SWAP Contributors – FREE Job Postings on Try a Credit Union! Contributing SWAP members have access to FREE job postings on the Try A Credit Union website! To have a job posted, contact Lindsey Hefta with your job description and she will be happy to assist you. The successful results we are seeing with our state-wide awareness program (SWAP) means we are increasing credit union awareness and consideration of credit unions as a better financial services option for consumers all across the Dakotas! It’s not too late to get on board for 2024. Contact Lindsey to find out how SWAP can reach more consumers in your area. 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. For a limited time, reduced pricing of just $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 Shawn Brummer to be added to our distribution list or sign up directly here on our website. Share News Submit your news to Shawn Brummer. Employee promotions, awards, new products or services, community involvement/recognition, job openings, all are welcome! Comments are closed.
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