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Exploring Why Workshop

Jul 28 8:30 AM - Jul 28, 2020 4:00 PM
Jul 28, 2020 8:30 AM - 4:00 PM
OnalaskaWI

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
Josh Roberts, VP of System Development & Collaboration | 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
Josh Roberts, VP of System Development & Collaboration | 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.

Josh Roberts, VP of System Development & Collaboration | The League

Josh is responsible for promoting credit union service and outreach, fostering opportunities for credit union growth, and leading The League’s development program for Wisconsin's young credit union professionals, the YP Network. You can also find Josh helping Wisconsin's small credit unions with operational consulting and provides strategy assistance by facilitating Strategic Planning Sessions with credit union leaders, staff and boards.

Josh has more than 18 years of experience in the financial industry, having served credit unions as a vice president, controller, and compliance officer.  In fact, he joined The League’s YP program as a credit union employee and served previously as a member of the YP Advisory Board, a YP Advisor to the League Board, and a chapter president for the Metro Milwaukee Chapter of Credit Unions. He is a graduate of CUNA Management School (where he served as Class President) and a 2016 graduate of the Credit Union Development Educators (CUDE) program.

In addition, Josh is engaged in the community, serving as Board Chair for the Milwaukee Area Technical College Accounting Advisory Board. He has previously held positions and volunteered with local neighborhood associations, the American Red Cross, and local environmental organizations.

Location

Altra Federal Credit Union
1700 Oak Forest Drive | Onalaska, WI 54650

Fees

$89 | Early bird  - deadline June 29, 2020

$119 | Regular

Additional Info

Event Type

In-Person

Topics Covered

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

Sponsored By

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