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Wisconsin Credit Union Foundation

Community Development Workshop

If you attended the initial training, you'll want to come back for this, but it's appropriate for first-time attendees, as well, whether you're an executive, director, lender, manager, financial counselor, marketer or anyone with a role in your credit union's planning and outreach.

Aug 22, 2018 08:30 AM   -­­  Aug 22, 2018 04:00 PM
CT
Location
Blue Harbor Resort & Conference Center

725 Blue Harbor Drive

Sheboygan
,
WI
53081


For More Information


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Type of Event
In Person

Who Should Attend
  • YP Network
  • Operations
  • Member Services
  • Marketing
  • Lenders
  • Leadership
  • IT
  • In Person
  • Human Resources
  • Front Line
  • Finance
  • Feature
  • Executive
  • Compliance
  • Board Member

Register

Description 

The Wisconsin Credit Union Foundation-supported training we offered in 2017 was such a big hit, we're bringing it back on August 22 in Sheboygan with more ideas, more data and more resources to help you serve members more fully as well as reach more financially underserved populations. If you attended the initial training, you'll want to come back for this, but it's appropriate for first-time attendees, as well, whether you're an executive, director, lender, manager, financial counselor, marketer or anyone with a role in your credit union's planning and outreach.

Agenda 

8:30 am:  Registration & Continental Breakfast

9:00 am:  Welcome & Opening Remarks

9:30 am - 12:00 pm:  The Credit Union Difference at Work

Mark Lynch, Co-Founder of CU Difference

Credit unions pride themselves on being close to their members and their communities. However, do we fully understand the challenges our members face and why they face these challenges? An important aspect of the credit union difference is what we do in our communities. However, how strategic are we in the work we do in our communities. Is it a win for the community and a win for the credit union?

Learning Objectives
  • Identify the types of products and programs members and potential members might need
  • Learn about strategic philanthropy and ideas for introducing this concept to your credit union
  • Participate in an exercise that demonstrates the power of partnerships and community fundraising
  • Discuss how our perceptions differ from reality and the importance of finding out the real challenges members face rather relying on what you think it is

12:00 – 1:00 pm:  Lunch

1:00 pm - 2:30 pm:  The Credit Union Difference at Work (Continued)

2:30 pm - 2:45 pm:  Break

2:45 pm- 4:00 pm:  Roundtable Discussion

Mark Lynch, Co-Founder of CU Difference

Wrap up the day with a discussion directed by the participants and further exploring the conversation and learning sessions earlier in the day.

4:00 pm:  Adjourn

6:00 - 8:00 pm:  Reception

Be sure to join us for heavy hors d'oeuvres, libations and great conversation with credit union friends.

Speaker

Mark Lynch, Co-Founder of CU Difference

Mark has been a credit union member for 42 years and was a credit union board director for 22 years. Prior to moving to the US from Australia, he was the Deputy Chairman of the Australian National Credit Union, then Australia's largest credit union and the Volunteer & Resources Manager with the Australian Credit Union Foundation. He also served on the boards of two other cooperatives and the academic council of a business college.

Since moving to the US 13 years ago, Mark has delivered more than 600 presentations to credit union conferences in 49 states, predominantly on issues relating to growth strategies, board governance, credit union philosophy, serving the underserved and taxation. His passion for cooperatives and the credit union movement launched him into working with credit union organizations. He was a Field Coach with the National Credit Union Foundation's (NCUF) REAL Solutions Program to help credit unions develop programs and services aimed at low wealth households, as well as the non-prime auto lending pilot and experiential learning programs. Prior to co-founding CU Difference, he served as the Senior Program Manager with NCUF. He focused on teaching credit union staff through the Enhanced FiCEP Program, created the interactive Retirement Fair for credit unions and was heavily involved in the Credit Union Development Education (CUDE) Program

Lodging

Blue Harbor Resort & Conference Center
725 Blue Harbor Drive
Sheboygan, WI 53081
p: (866) 701-2583
Rate: $159.00 When calling refer to reservation # 7AX7VK
Room block expires: August 1, 2018

Sponsor

Registration for this event is complimentary, thanks to generous support from the Wisconsin Credit Union Foundation.

Back-to-back-to-back events you shouldn't miss

August 21 - Youth Financial Education Workshop | learn more >>

August 23 - YP Boot Camp: Sheboygan | learn more >>