CUNA Councils - Where Credit Union Leaders Come From
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CUNA Councils - Where Credit Union Leaders Come From



An overview of CUNA Councils, a national organization for credit union professionals. Run by and for credit union executives, Councils target their networking, information and programs to key areas of ...

An overview of CUNA Councils, a national organization for credit union professionals. Run by and for credit union executives, Councils target their networking, information and programs to key areas of credit union management.



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CUNA Councils - Where Credit Union Leaders Come From CUNA Councils - Where Credit Union Leaders Come From Presentation Transcript

  • Where Credit Union Leaders Come From
  • The Mark of a Credit Union Professional _____________________________________________________________________________   CFO Council – A nationwide network of more than 850 credit union financial executives. 2008 Annual Conference: May 18-21 in Fort Myers, FL    HR Training & Development Council - More than 700 human resource and training professionals across the country. 2008 HR/TD Summit: April 20-23 in Boston     Lending Council - A network of more than 775 credit union lending experts around the United States. 2007 Annual Conference: November 11-14 in San Antonio     Marketing & Business Development Council - More than 900 professionals nationwide focused on credit union marketing and business development. 2008 Annual Conference: March 16-19 in Nashville     Operations Sales & Service Council - Professionals leading the operations, sales and service activities at more than 550 credit unions across the United States. 2007 Conference: September 23-26 in Indian Wells, CA     Technology Council – A network of more than 500 technology and information systems executives located throughout the country. 2008 Annual Conference: July 30 - August 2 in Colonial Williamsburg, VA
  • A Professional Network
    • Credit union executives only. No volunteers or vendor members.
    • Executive focus -- 95% of members are senior and mid-management level in their credit union.
    • Relevant groups -- each council is targeted, focused on a specific management discipline.
    • A National network – More than 4,300 members in all 50 states and the District of Columbia.
    • Members range from CUs with assets less than $10 million to CUs with assets greater than $1 billion.
    • Executive committees are member run, member driven.
  • Member Resources
      • Networking and Information Sharing
      • Annual Conferences
      • Online Member Directory
      • Members - Only Online Discussion Groups
      • Latest News
      • White Papers
      • Website
      • Career Development
      • Savings - $250 or more on Council Conferences,
      • $100 on CUNA Schools, $50 on CUNA Webinars, and
      • free subscription to Credit Union Magazine ( $56 value ).
  • How Members Benefit from CUNA Councils
      • Learn and Grow - Professional Development; Add to Executive Skill-Set.
      • Gain Efficiency - Leverage the Resources of Hundreds of Others; Don’t Reinvent the Wheel.
      • Stay on Top - Exposure to New Concepts, Ideas & Best Practices.
      • Sharing of Expertise, Experience and Ideas - Get Information from Trusted, Knowledgeable & Relevant Sources; Explore Ideas in a “Safe” Environment.
      • Quick Answers to Questions and Concepts - Peers Willing to Consult, Advise & provide samples and examples.
      • Leadership Opportunities - Committees Provide Members Chance to Tap Executive Skills.
      • Save Time and Money - Discounts on Councils & CUNA programs Plus a Targeted, Reliable “Go To” Resource.
  • Membership Growth Credit Union Executives Recognize a Valuable Resource Councils Go From 0 to more than 4.100 Members in Just Over 12 Years
    • Individuals Belong (as opposed to organizations)
    • 2007 Annual Membership Dues
    • Dues Categories :
          • Less Than $100 Million More Than $100 Million
    • 1 Member $255 $295
    • 2 or More $225 $265
    • New in FY 2007 – small CU annual rate of $95
    Membership Information
  • Credit Unions Represented
    • Total Members: 4,367 (as of 8-20-07)
    • Breakdown of Membership by CU Size:
    • Less Than $100 million in assets = 17%
    • $100 -$500 million in assets = 49%
    • $500 million - $1billion in assets = 15%
    • Greater than $1 billion in assets =19%
  • What Members are Saying About the Councils…
    • “ Without a doubt the CLC is the premier association for credit union lending professionals.” - Phil Greer, SVP Loan Administration, State ECU, Raleigh, NC
    • “ The HR/TD Council Has connected me with peers who are trying to figure out the same challenges we are at my credit union.” - Lisa LaCrosse, Human Resources Manager, Travis CU, Vacaville, CA
    • “ The listserv is my most valuable tool, providing me with the means to air current concerns, compare procedures, policies and even investigate vendors. Having such a powerful resource just a keystroke away just makes my life easier.” -Bill Flowers, COO, Carolinas Telco FCU
    • “ In many ways the CFO Council reaches the heights of synergy. No matter how much I contribute to this effort, I always seem to take back more than I provide.”
    • - Brian McVeigh, SVP, CFO,
    • State ECU, Lansing MI
    • “ The Marketing & Business Development Council is a unique opportunity to share success formulas and keep up with the change of pace in our profession.”
    • - Larry Jones, VP Marketing, ORNL FCU, Oak Ridge, TN
    • “ Membership in the CUNA Operations Sales & Service Council can really help you in your day-to-day operations. I have been able to leverage the knowledge and experience of hundreds of members, take what they know and apply it right here in our credit union. I can’t think of any investment I’ve made in time or money that has made a bigger impact.”
    • -Brenda Dunbar, Branch Manager, Citizens Equity FCU, Peoria, IL
    • “ Things change very quickly in this business. I rely on the CUNA Technology Council as my ‘secret weapon’ for keeping up with everything. The ability to talk with peers at other credit unions has been a huge benefit to me.”
    • Annette Zimmerman, SVP, CIO, Mountain America CU, Salt Lake City, UT
    • CUNA Councils
          • 5710 Mineral Point Road
          • Madison, WI 53705
          • Phone: 800/356-9655 Fax: 608/231-4061
    • David Rohn, Vice President, CUNA Councils , ext. 4368
    • E-mail: [email_address]
    • Christopher Morris, Web Manager , ext. 4102
    • E-mail:
    • Cheryl Sorenson, Manager of Conferences & Meetings , ext. 4393
    • E-mail:
    • Ellis Waller, Manager, Membership & Communications , ext. 4141
    • E-mail: [email_address]
    • Bobbi Bischke, Associate Manager, Special Programs, ext. 4018
    • E-mail:
    • Teresa Steele, Program Coordinator , ext. 4047
    • E-mail:
    • Deb Verdecchia , Program Coordinator , ext. 4357
    • E-mail: