GoWest Credit Union Association champions credit unions of every size. This resource center delivers strategic resources aligned specifically with the needs of small credit unions. You’ll find tools and learning opportunities that build internal capacity, encourage peer collaboration, and strengthen day-to-day operations.
Virtual Roundtable Meetings
GoWest is expanding opportunities for connection in 2026 with monthly, one-hour virtual Small Credit Union Roundtables. These sessions create space for small credit union leaders to connect with peers, share best practices, celebrate wins, and engage in open dialogue with GoWest around the priorities and challenges facing small credit unions.
Roundtables will be held on Fridays (typically the second-to-last Friday of the month) and will be hosted via Zoom from 9–10 a.m. PT / 10–11 a.m. MT. Audience and focus may vary by topic, depending on who would benefit most from the conversation.
Virtual Roundtable Meetings
More EventsMonthly Small Credit Union Roundtable
Monthly Small Credit Union Roundtable
Monthly Small Credit Union Roundtable
Monthly Small Credit Union Roundtable
Training, Resources & Consulting
GoWest offers a wide range of resources designed specifically to support small credit unions. These include hands-on consulting for certifications and grants, on-demand and discounted training, compliance and legal support, marketing and policy resources, and access to scholarships and reduced pricing for events. Together, these tools are meant to help small credit unions navigate regulatory complexity, invest in staff development, strengthen operations, and maximize available opportunities while managing costs.
GoWest Foundation Scholarships
Continued education and training of credit union employees keeps the Credit Union Movement vibrant and competitive in the financial marketplace. We understand this can take a significant commitment of both time and money. The GoWest Foundation provides professional development scholarships awarding up to $4,000 per year for small credit unions, with no per-person cap. Learn more on the GoWest Foundation website.
Grassroots Grant Fund
The GoWest Grassroots Grant Fund helps credit union leaders and team members participate in key advocacy events when budget or resource challenges may otherwise limit attendance. The fund supports participation in Credit Union Days at the Capitol, America’s Credit Unions Governmental Affairs Conference, and Hike the Hills, ensuring every voice in the Movement is heard. Access the application form here.
Small Credit Union Discount Pricing for GoWest Events
Complimentary and discounted pricing is available for credit unions with less than $125 million in assets, including:
- Complimentary registration for Advocacy 101 and 201, BSA Officer Training, and Compliance Legal Update
- Discounted pricing for Councils and IRA School
- Reduced rates for signature events like CEO Co-Lab, VisionBoard, Executives@Coeur d’Alene, and MAXX
ACU Small Credit Union Salary Report
The ACU Staff Salary report includes salary information at credit unions with less than $50 million in assets and is purchased on behalf of small credit unions as a benefit of your GoWest membership.
Consulting for Certifications & Grants
Your Association is available to consult and guide credit unions through the processes of obtaining Low Income and Community Development Financial Institutions (CDFI) certifications. We provide individualized consulting and webinars to help credit unions make the most of the grant opportunities available to them. The GoWest Foundation Team can help you get started.
Legal Retainer with Farleigh Wada Witt
Through a partnership with your Association, this program is designed to assist small credit unions with compliance by using Farleigh Wada Witt. Credit unions under $65 million in assets pay an optional annual fee that covers the cost of routine legal work, which includes day-to-day operational matters, examination issues, and dispute analysis. Routine work does not include legal representation in court or the creation of non-routine documents.
Marketing Resource Center
The Marketing Resource Center provides research-proven samples, best practices, and customizable templates to help credit unions communicate the most effective messaging in their marketing campaigns. The Resource Center was created with small credit unions in mind and is updated on a quarterly basis.
GoWest Solutions
GoWest Solutions is focused on providing value to regional credit unions by offering timely, world-class solutions with the highest level of support. GoWest Solutions is uniquely positioned to help credit unions better serve members and achieve increased market share by leveraging the collective intelligence of our committed partners and the business solutions they provide in the areas of Emerging Technology, Industry Expertise, and Economic Value.
Regulatory Requirements by Asset Size
Understand how regulatory requirements vary by asset size. The GoWest Regulatory Requirements by Asset Size Report outlines key requirements for credit unions ranging from $1 million to $20 billion in assets, including examinations, accounting standards, financial reporting, interest rate risk policies, and more. For questions or additional guidance, contact GoWest’s Regulatory Team, John Trull or Erin Hall.
InfoSight360
InfoSight360 brings together InfoSight, CU PolicyPro, and RecoveryPro into a single, integrated compliance platform to help credit unions manage regulatory and operational requirements with confidence.
The platform provides 24/7 access to federal and state compliance guidance, model policies, and practical tools covering a wide range of credit union operations. Credit unions can customize model policies, upload and manage existing policies securely, and access guidance on common account administration and operational scenarios such as deceased members and trust accounts for more efficient, consistent compliance management.
InfoSight360 is especially valuable for small credit unions, offering comprehensive compliance support without the need for additional staff or resources.
Assistance
Calls to the compliance hotline and emails are acknowledged as soon as possible during business hours, with responses to questions provided within one business day. Some complex questions may require additional time to resolve. For questions on compliance matters, please email your compliance team, fill out our question form, or call our hotline at 1.800.546.4465.
The Small Credit Union Advisory Council was enacted to guide resource development and ensure programs reflect real-world needs and small-team friendly approaches.
Thank you to our council members:
- Helen Gibson, Express Credit Union
- Deanna Hanley, Spokane City Credit Union
- Nick McGhee, Idaho United Credit Union
- Eddie Moraga, Alhambra Credit Union
- Amy Nelson, Point West Credit Union
- Brian Resch, Horizons North Credit Union
- Brian Rohrbacher, Grand Altitude Federal Credit Union
- Laura Schell, Valley Educators Credit Union
- Tyler Valentine, StagePoint Federal Credit Union
Credit Union Conversations
Connect with credit union peers across the region through GoWest’s Credit Union Conversations—an online community designed to support you and your team. Join discussions, ask questions, share resources, and exchange insights with fellow credit union leaders. Multiple conversation groups are available, including a private group exclusively for Small Credit Union Leaders.
On The Go Articles
Colorado’s Credit Union Day at the Capitol Showcases the Power of People-First Finance
More than 215 credit union advocates from across Colorado took their message to the Capitol in Denver, engaging with legislators to share the credit union difference and its daily impact on nearly 2.8 million Coloradans.
Personify Leadership Training: Eight Core Competencies. Two Days. Real Results.
GoWest is excited to offer Personify Leadership Training, an immersive leadership development experience designed to help credit union professionals at every level step fully into their leadership potential.
Fresh Voices, Big Impact: Young Professionals Crash the GAC 2026
This year’s Crash the GAC cohort includes 61 outstanding credit union professionals from across the country, including nine from GoWest member credit unions.
