Tools for Young Credit Union Professionals 2008


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Tag team presentation with Christopher Morris during the 2008 Louisiana Credit Union League Annual Meeting. Good review of resources available to help young credit union professionals succeed and make a difference.

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Tools for Young Credit Union Professionals 2008

  1. 1. Tools & Resources for Young Credit Union Professionals Josh Jones & Christopher Morris
  2. 2. <ul><li>You want to: </li></ul><ul><li>Succeed Professionally </li></ul><ul><li>Develop Passion for Credit Unions </li></ul>Why?
  3. 3. Agenda <ul><li>Group Activity </li></ul><ul><li>Discussion </li></ul><ul><li>Resources </li></ul><ul><ul><li>Information </li></ul></ul><ul><ul><li>Conferences / Events </li></ul></ul><ul><ul><li>Training </li></ul></ul><ul><ul><li>Networks </li></ul></ul><ul><li>Where do we go from here? </li></ul>
  4. 4. Group Work <ul><li>What are the challenges you face as a young professional at your organization? </li></ul><ul><ul><li>List 3-5 challenges </li></ul></ul>
  5. 5. Information <ul><li>Can’t succeed if you don’t know what’s going on. </li></ul><ul><li>Helps define interests. </li></ul><ul><li>Be taken seriously. </li></ul><ul><li>Combat youth stereotype (naive) </li></ul><ul><li>Helps do your job better. </li></ul>
  6. 6. Information <ul><li>News & Current Events </li></ul><ul><li>CUNA News Now </li></ul><ul><li>Credit Union Journal </li></ul><ul><li>Credit Union Times </li></ul>
  7. 7. Information <ul><li>Local News & Current Events </li></ul><ul><li>League News </li></ul><ul><ul><li>E-news & Newsletters </li></ul></ul><ul><li>FOM-Related News </li></ul>
  8. 8. Information <ul><li>News & Current Events </li></ul><ul><li>Blogs </li></ul><ul><ul><li>Open Source CU </li></ul></ul><ul><ul><li>CU Tomorrow </li></ul></ul><ul><ul><li>Yes CU Blog </li></ul></ul>
  9. 9. Information <ul><li>Solutions & Research </li></ul><ul><li>NYIB – Youth </li></ul><ul><li>PFI – Financial Education </li></ul><ul><li>Filene Research Institute– Innovation & Research </li></ul><ul><li>NCUA - Regulatory </li></ul><ul><li>NCUF – Charitable Arm & REAL Solutions </li></ul><ul><li>WOCCU – International CU Issues </li></ul><ul><li>CUNA – all of the above </li></ul>
  10. 10. Conferences / Events <ul><li>Learning </li></ul><ul><li>Networking </li></ul><ul><li>Build relationships </li></ul><ul><li>Stay informed </li></ul>
  11. 11. Conferences / Events <ul><li>League Events </li></ul><ul><li>Conferences </li></ul><ul><li>Seminars </li></ul>
  12. 12. Conferences / Events <ul><li>CUNA Councils Conferences </li></ul><ul><li>Marketing & BD Conference </li></ul><ul><li>CFO Conference </li></ul><ul><li>HR/TD Conference </li></ul><ul><li>Lending Conference </li></ul><ul><li>Technology Conference </li></ul><ul><li>Operations, Sales & Service Conference </li></ul>
  13. 13. Conferences / Events <ul><li>How can credit unions better serve and attract young adults? </li></ul><ul><li>Sessions: </li></ul><ul><ul><li>Innovative credit unions </li></ul></ul><ul><ul><li>Strategies and ideas </li></ul></ul><ul><ul><li>Collaborate and network with other CU professionals </li></ul></ul><ul><ul><li>Recruiting & retaining qualified young professionals </li></ul></ul>
  14. 14. <ul><li>What the YES Summit isn’t… </li></ul>Conferences / Events
  15. 15. <ul><li>What the YES Summit is… </li></ul>Conferences / Events
  16. 16. Conferences / Events <ul><li>YES Summit: Serving 18-to-30s </li></ul><ul><li>December 3 – 5, 2008 </li></ul><ul><li>Marriott Tampa Waterside </li></ul><ul><li>Tampa, Florida </li></ul>
  17. 17. Conferences / Events <ul><li>WOCCU Conference </li></ul><ul><li>WYCUP Scholarship </li></ul>
  18. 18. Training <ul><li>Learning </li></ul><ul><li>Bonafide </li></ul><ul><li>Networking 2.0 </li></ul>
  19. 28. * Renews CU philosophy for credit union staff and volunteers.
  20. 29. * Renews CU philosophy for credit union staff and volunteers. * Brings to life all the qualities that make credit unions unique socially responsible institutions. I CUs.
  21. 30. Training <ul><li>Your Credit Union </li></ul><ul><ul><li>Tuition reimbursement </li></ul></ul><ul><ul><li>Mentor </li></ul></ul><ul><ul><li>Internal Training </li></ul></ul><ul><ul><ul><li>CU System overview </li></ul></ul></ul><ul><ul><ul><li>CU History & Philosophy </li></ul></ul></ul>
  22. 31. Networks <ul><li>Sharing of Information & Knowledge </li></ul><ul><li>Focused and relevant </li></ul><ul><li>Stay Informed </li></ul><ul><li>Helps you do your job better </li></ul>
  23. 32. Networks <ul><li>A National Network for </li></ul><ul><li>Credit Union Professionals </li></ul>CUNA Councils are…
  24. 33. Networks Explore ideas. Solve problems. Leverage knowledge and expertise.
  25. 34. Networks I could really use some help with this policy. I’d love to. I’ll email you a copy of one I have.
  26. 35. Networks I the power of professional networking.
  27. 36. Networks CUNA Councils Connect
  28. 37. Networks <ul><li>Facebook Groups </li></ul>
  29. 38. <ul><li>Linkedin </li></ul>
  30. 40. Networks <ul><li>YES CU Community – Social Network </li></ul><ul><ul><li>Profiles </li></ul></ul><ul><ul><li>“ Friending” </li></ul></ul><ul><ul><li>Forums </li></ul></ul><ul><ul><li>Blogs </li></ul></ul><ul><ul><li>Groups </li></ul></ul><ul><ul><li>Video & Photo Sharing </li></ul></ul>
  31. 41. Networks
  32. 42. Where do you go from here? <ul><li>Join the YES CU Community! </li></ul>
  33. 43. Join the Louisiana Group!
  34. 44. Where do you go from here? Success Passion
  35. 45. Where do you go from here? <ul><li>Credit Unions </li></ul><ul><li>Need You. </li></ul>
  36. 46. Where do you go from here? <ul><li>Average age of credit union members is 48. </li></ul>
  37. 47. Where do you go from here? <ul><li>You have an advantage. </li></ul>
  38. 48. Stay in Touch <ul><li>Josh Jones </li></ul><ul><li>[email_address] </li></ul><ul><li>608-231-4262 </li></ul>Christopher Morris [email_address] 608-231-4102