Archives
Investing in Our Communities: How Credit Unions Are Innovating the Housing Space
Join us for an insightful presentation on the Evergreen Impact Housing Fund (EIHF) and its transformative impact on affordable housing. Discover how EIHF’s innovative approach to housing investment not only addresses the critical need for affordable housing but also aligns with the values of credit unions by promoting social responsibility and sustainable growth.
Innovative Engagement: Credit Unions Strengthening Rural Communities
Uncover the powerful role credit unions can play in revitalizing rural communities by extending essential financial services and support. This engaging session will highlight innovative approaches and successful initiatives that have bridged the gap between credit unions and rural populations.
Legal Update: Session 1
In this legal update, experienced legal experts from Farleigh Wada Witt will discuss the latest developments and changes in the legal and regulatory environment that directly impact credit union professionals. As the regulatory landscape continues to evolve, credit union professionals must stay informed about the shifting requirements and risks to ensure their operations remain in accordance with the law.
This session qualifies for CPE Credit.
Revolutionizing Member Experience: A Strategic Transformation at Solarity Credit Union
Join David Eldred, Chief Experience Officer at Solarity Credit Union, as he unveils the transformative journey of their branch and digital services. This case study presentation will delve into how Solarity leveraged data analytics and member segmentation to radically redesign its service delivery model. Discover how the implementation of Smart ATMs and the shift towards a member-obsessed strategy aimed to prioritize high-value member segments like “Digital Dave.” Through the use of advanced machine learning and a refined segmentation model, see how Solarity not only anticipated but strategically managed member behaviors and preferences, resulting in a more focused and deep understanding of its membership base.
Bridging Implementation Gaps to Become Member-Centric
The alignment of culture, people, and strategy has been a recurring gap that credit unions see as a hurdle to achieving digital transformation. To achieve a successful member-centric strategy, credit unions must transform their business through clearly defined value propositions, supported with the right technology and organizational culture and capabilities. This session will identify one big shift in how thriving credit unions are approaching business transformation and six critical areas that are barriers to transformation but – with the right focus – can serve as bridges to a successful future. We will also show you how a member-centric strategy can reach and serve younger consumers.
The Can-Do Mindset: How to Get Unstuck
Feeling stuck? Is your team stuck too? If your responses include thoughts like, “I don’t know what my purpose is,” “I’m overwhelmed,” or “We can do more as a team, but I can’t ask for more,” then this session is exactly what you need. It’s time to turn things around. Forget shutting down operations to adopt yet another flavor-of-the-month process or beat yourself up for feeling exhausted. This session provides tangible, immediately applicable tools and insights from the best-selling book, The Can-Do Mindset: How to Make Things Happen with Enthusiasm. Join best-selling author Denise Gabel for a high-energy and humorous session that will leave you inspired and motivated to achieve more. Engage fully in the session for a chance to win an Energy Leadership Index (ELI) assessment and debrief, designed to provide deeper insights into your personal and professional growth. Don’t miss this opportunity to “unstuck” yourself and unleash your Can-Do mindset. Prepare to walk away with actionable insights and renewed energy to propel yourself and your team forward.
Looking Ahead to 2034: Economic Trends & Future Opportunities for Credit Unions
Join Dr. Michael Steinberger, Associate Professor in the Department of Economics at Pomona College and Dean of WCMS, for a data-driven discussion on where the U.S. economy is heading in the next 10 years and the corresponding threats and opportunities for credit unions. The underlying demographic and economic trends that will shape the financial services industry of the future will be unpacked, and historical episodes that have affected and shaped banks, savings and loan associations, and credit unions will be explored. We’ll look at and analyze how current trends may drastically alter financial services operations in the coming decade.
This session qualifies for CPE Credit.
Green Lending: What, How, and Especially Why
Panelists will share their expertise, insights, and experiences regarding the market, challenges, and opportunities of “green lending.” You will learn how green lending, which includes the financing of climate-centric home improvement projects such as solar panels, battery storage, heat pumps, HVAC systems, and products such as electric autos and bicycles, resonates with many of your existing and potential members.
This session qualifies for CPE Credit.
Advocacy Engagement Workshop: Get Ready for Action in 2025
Credit union advocates, advocacy coordinators, and key contacts have been working this year to engage in their communities and share the mission of credit unions. During this workshop, advocates will meet by state to work on their credit union goals, share what is working at their credit union, and hear best practices from other credit unions. The workshop will prepare GoWest advocates for 2025 and the upcoming legislative sessions and offer effective, regionally-focused strategies.
Unlocking Excellence: Transforming Training and Growth with Proven Strategies
Join us to unlock excellence in your employee life cycle while elevating your organization’s learning culture and engagement. This session will provide valuable insights and actionable strategies whether you’re looking to increase retention using intentional onboarding, to refine your training programs, to develop leadership skill development programming, or to maintain a strong culture of learning.
This session qualifies for CPE Credit.
Digital Communications and AI: A Power Combo to Supercharge Member Engagement, Collections, Lending, and More
In this comprehensive session, Ashish Garg, CEO and Founder of Eltropy, will dive into today’s fast-paced financial world, the combination of Artificial Intelligence (AI) and digital communications is revolutionizing how financial institutions engage with customers. This session will dive into how this powerful duo can enhance member engagement, collections, lending, and more by driving smarter, more personalized interactions.