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Exploring Why Workshop

Day 2 | July 30

Jul 30 8:30 AM - Jul 30, 2020 12:00 PM
Jul 30, 2020 8:30 AM - 12:00 PM

July 28 & July 30 (two-day event with one 3 ½ hour session each day

Mandatory attendance at both sessions.
Virtual Experience


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. 

We will explore 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. You will gain an understanding of the importance of “why” and what it means for you and your credit union.


Day 1 | July 28

The Credit Union Difference

Learn about the structural and philosophical differences between credit unions and other financial institutions as well as how to leverage those differences to create competitive advantages in the marketplace.

Cooperative Principles

Most people think of credit unions primarily as financial institutions, but our fundamental values and structure also identify us as cooperatives. As cooperative financial institutions, credit unions stand for financial democracy through our Cooperative Principles.

Origins of the Credit Union Movement

A perspective on the past can often help us understand the present. We are on an ever-changing path with a never-changing purpose.


Day 2 | July 30

CU Leaders Panel

Hear from leaders in the movement who are driving credit unions forward as they share perspectives on what we need to do to ensure the future of our members and credit unions.

Philosophy in Action

Credit unions have the opportunity to be more than just another financial institution. Share stories of the credit union difference in action and how credit unions continue to serve and find solutions for members.

Our Aligned Values

Link your personal core values with the values of the credit union movement and understand how we can live our values to meet existing and future challenges in the marketplace.


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.

For League Services related questions regarding young professionals, REAL Solutions®, and credit union service/outreach, please contact Josh.


Virtual Experience via Zoom



$49 | Regular

Additional Info

Logistics and Participant Requirements

  • We will be using Zoom
  • Webcam (you may connect with a mobile device or iPad by downloading the free Zoom conferencing app)
  • Registrants from same Credit Union should each be connected via an individual device (not sharing)
  • Breaks are included but exact times may change.
  • This is an interactive workshop and participation is required just like being at an in-person event.
    • “I acknowledge that this event is being held virtually and does not require travel but does require my full participation.”

Event Type


Topics Covered

  • Live Webinars
  • Young Professional
  • Operations
  • Member Service
  • Leadership
  • Human Resources
  • CU Difference
  • Advocacy

Sponsored By

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