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CUNA/League System Small CU CEO Web Series: Getting To Know Your Members A LOT Better And Why DEI Matters

August 4 thru April 27, 2021 Series

Aug 18 2:00 PM - Aug 18, 2020 3:00 PM
Aug 18, 2020 2:00 PM - 3:00 PM
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Combining the resources of CUNA-League System to provide actionable, relevant and operation-improving best practices while bringing free education to small credit unions on the most important issues they face. CUNA-League System Small CU Webinar Series will be live webinars that take place at 3 PM ET (2 PM CT), beginning August 4, 2020 and running through Spring 2021. They will be 60- to 90-minute webinar sessions that will be recorded and uploaded to this page. This series demonstrates the difference we can make when CUNA and your Leagues collaborate to support the credit union movement.

While subjects are wide-ranging, the webinars will aim to answer many of the biggest questions facing small credit unions, including how to gain new members, strengthen their lending, improve board engagement, invest in technology, continue serving members impactfully and many more.

Thanks to all the Leagues for their participation and thank you to CUNA Mutual Group for sponsoring this series

Additional series dates


For credit unions to be effective in serving their communities, they must first understand the diversity in their communities. The focus of diversity, equity, and inclusion are so much more than visible characteristics, and what separates us, but rather what makes our communities better. This isn't a journey that each credit union needs to tackle on their own. Credit unions can partner with community groups, local organizations and other credit unions to help create a path to a more diverse, equitable, and inclusive organization.

In this session, we will:

  • Define diversity, equity, and inclusion
  • Understand how to breakdown what the perceived diversity in your communities is and educate staff, boards, and members on the realities of diversity in your community through various resources
  • How to make the business case for DEI and how to make sure your credit union's internal culture matches with your external culture
  • Making sure the credit union isn't just talking about DEI but is instead actively showcasing their efforts


Josh Roberts, Vice President of System Collaboration & Development | 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.




Additional Info

Hosted by: Wisconsin Credit Union League

Event Type


Topics Covered

  • Live Webinars
  • Executive Management

Sponsored By

CUNA Mutual Group