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POSTPONED: Exploring Why Workshop

Jun 02 8:30 AM - Jun 02, 2020 4:00 PM
Jun 02, 2020 8:30 AM - 4:00 PM
AppletonWI

The National Credit Union Foundation Exploring Why Workshop is an experiential training that empowers employees at all levels to understand and leverage the Credit Union Difference to drive greater value for your members and organization. 

Kick things off by exploring the foundational roots of US credit unions including the pioneers and principles behind their success, but this isn’t just a trip down memory lane! We’ll also spend time discussing how credit unions are making a difference in the lives of their members and communities today, and how we can leverage our unique business model to ensure marketplace relevancy in the future.

 

Agenda

8:30 am
Registration | Continental Breakfast

9:00 am – 12:00 pm
Understanding the Past to Shape our Future

Chad Helminak, Director of Credit Union Development & Cooperative Values Engagement | National Credit Union Foundation
Mary Bliss, Executive VP & Chief Operations Officer | The League
 

This workshop incorporates lessons from NCUF’s signature Credit Union Development Educator (DE) Program including:

  • Understanding the Credit Union Difference: A clearer understanding through discussion of the movement’s structure, business principles and history
  • Overview of the financial health of US consumers: Data and insights will be shared to better understand the issues members are faced with.
  • Core values assessment: Discover an alignment between individuals, organizations and the credit  
  • Application of emotional intelligence and empathy: How to apply in financial services

Learning Objectives

  • Learn about the structural and philosophical differences between credit unions and other financial institutions and how it impacts business operations and decision-making
  • Discover the impact of members’ financial health on credit union services and operations
  • Find out how to communicate your organization’s “why”, their personal “why” and tell the story of how you drive value for your members.
  • Identify opportunities to take ownership in finding new and better ways to meet the needs of your members and organization.

12:00 pm – 1:00 pm
Lunch

1:00 pm – 4:00 pm
Understanding the Past to Shape our Future (Continued)

Chad Helminak, Director of Credit Union Development & Cooperative Values Engagement | National Credit Union Foundation
Mary Bliss, Executive VP & Chief Operations Officer | The League

4:00 pm
Adjourn

Speakers

Chad Helminak, Director of Credit Union Development & Cooperative Values Engagement | National Credit Union Foundation

In this role, Chad leads the Foundation’s signature Credit Union Development Educator (CUDE) Program and provides strategic direction and resources that help credit unions communicate and leverage their differentiating value proposition. 

Since joining the credit union movement in 2006, Chad’s experience includes a variety of leadership and consultant roles in the areas of communications, advocacy, community development, research & innovation and talent engagement. Prior to joining the Foundation, he held positions with CUNA Mutual Group, Heritage Credit Union, Filene Research Institute and the Wisconsin Credit Union League. 

Chad was certified as a CUDE in 2009 and has served as a facilitator and mentor for the U.S. and Africa CUDE programs. Over the years, he’s presented at industry events across the country, helped to grow numerous young professional networks, and co-created a financial literacy music project for children.

Mary Bliss, Executive VP & Chief Operations Officer | The League

Mary is in charge of the League’s human resource function, plays a key role in our Convention planning and addresses credit unions’ planning and operational needs as a consultant.

She is a certified Credit Union Development Educator (CUDE), indicating a deep understanding of credit unions’ social responsibility and influence on domestic and international development. Mary’s passion for credit unions and their social impact guided the formation of the Wisconsin Credit Union Foundation, which promotes financial literacy and growth and health of credit unions and their communities. She serves as a staff liaison to its board and manages the organization's day-to-day operations.  

Having joined The League in 1978, Mary knows League operations and credit unions inside and out. Her experience in product development, member services, and human resources has impacted League-affiliated credit unions of every size and charter type. 

Location

Fox Cities Technical College
1825 N. Bluemound | Appleton, WI 54912
 

Fees

$89 | Early bird  - deadline May 1, 2020

$119 | Regular

 

Additional Info

Event Type

In-Person

Topics Covered

  • Operations
  • Young Professional
  • Human Resources
  • Member Service
  • Leadership
  • In-Person
  • CU Difference
  • Advocacy

Sponsored By

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