Tap Into Collective Knowledge in Credit Union Conversations

Need a fresh perspective, a trusted resource, or advice from someone who’s been there? Credit Union Conversations makes it easy to tap into the collective knowledge of the Credit Union Movement.

Exclusive to GoWest members, these online forums bring professionals together to:

  • Ask questions and receive practical insights from peers
  • Share resources, experiences, and ideas
  • Collaborate on challenges and emerging opportunities
  • Expand professional networks throughout the GoWest region

 

Here’s a look at some of the most recent discussions in Conversations:

Compliance

I’m reaching out to see if anyone is willing to share how your institutions are handling OFAC on checks.Any insight and/or examples will be very appreciated.

 

Fraud and Risk Management

There is a credit union currently in the research stages of offering safe deposit boxes. They’re already in touch with TruStage regarding insurance considerations and were wondering if there are any other resources to help guide their consideration. Implementation, compliance needs, security… Any insights would be helpful!

HR and Trainers

We are currently looking at potentially moving our 401k plan to a new provider. We’re hoping to gather some recommendations as well as what you wish you asked during your review of new providers, lessons learned etc. If you currently work with a provider that has exceptional service & support, reasonable fees, a broad variety of investment options, compliance support and decent reporting etc. and you wouldn’t mind sharing or introducing me, that would be amazing! 

Lenders

As we continue making headway on the One Big Beautiful Act requirements, I wanted to reach out for your insights and expertise on a few key details. Specifically, I’m looking to better understand how to determine whether the borrower is the first owner, how use is identified, and how vehicle gross weight is captured.

There are additional Conversations for:

  • Board Liaisons
  • CDFI
  • Chapter Board Leaders
  • Collectors
  • Commercial Services
  • Executive Assistants
  • Grassroots and Political
  • Marketing
  • Small Credit Unions
  • Young Professionals

 

How to Join a Conversation

Your GoWest login credentials will grant you access to Credit Union Conversations. If you haven’t created those credentials, you can register here. Once logged in, click My Account and then Home to view all available conversations and to join in the discusssions.

Credit Union Conversations offers a welcoming space to connect with colleagues who understand your work and your challenges. It’s a simple way to stay informed, crowdsource solutions, and strengthen connections within the credit union movement.

If you have questions about Credit Union Conversations, please contact GoWest’s Training Team at [email protected].

Posted in Advocacy, Arizona, Board of Directors, Chapters, Colorado, Compliance Resources, Idaho, Oregon, Regional Member News, Small Credit Unions, Thought Leadership, Top Headlines, Washington, Wyoming, Young Professionals.