Small Credit Union Education Series

We are excited to announce an incredible opportunity for you. As a small credit union leader, you and your Board members are invited to an informative and valuable conference series. We know times are tough right now so we’re offering this incredible content at no cost.

We’ve gathered several experts to discuss important topics that are key to your success. Since we can’t meet in person, we’re delivering them to you virtually over a series of 5 weeks. Take a look at the schedule:

CU Staff Series:

  • September 10th, 4:00 CO/WY and 3:00 AZ – Cyber Security
    Johnny Davis (NCUA) discusses current threats to your data and what to prepare for your upcoming examination.

  • September 24th, 4:00 CO/WY and 3:00 AZ – Preparing for your Exam AND How to talk to your examiner
    Julie Kappenman (MWCUA) & Wayne Watters (Waypoint) provide tips and discuss what you need to know before your next exam as well as effective methods of communicating with your examiner.

  • October 8th, 4:00 CO/WY and 3:00 AZ – The Powerful Tool of the AIRES Download
    Wayne Watters (Waypoint) overviews this powerful tool designed to make exams smoother and more effective.

  • October 15th, 4:00 CO/WY and 3:00 AZ – BSA Training
    BSA examiners are digging deeper and asking more questions. Laura McFadden (MWCUA) helps you ensure the annual mandatory BSA training is done while explaining that the BSA requirements can easily tie into your sales and service initiative.

  • October 29th, 4:00 CO/WY and 3:00 AZ – IT Panel Discussion 
    What are your peers doing to stay innovative while making an impact with technology? This not-to-miss panel features:


CU Board/Volunteer Series:

  • September 24th, 6:30 CO/WY and 5:30 AZ – Financial Education 
    Great for new and experienced board members, Julie Kappenman (MWCUA) overviews key financial information volunteers must know.

  • October 8th, 6:30 CO/WY and 5:30 AZ – BSA Training for Volunteers
    Board members are responsible for BSA too and Julie Kappenman (MWCUA) breaks down what they need to know.


Each session is scheduled to last 90 minutes and we’ve built in some time for discussion and networking. This is a conference you won’t want to miss. Click here now to register for this incredible FREE conference.

Thank you and we look forward to seeing you in September!