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Exploring Why™ Virtual Workshop

Aug 25 8:30 AM - Aug 25, 2021 12:00 PM
Aug 25, 2021 8:30 AM - 12:00 PM
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This experiential training empowers employees of all levels to understand and leverage the Credit Union Difference to drive greater value for your members and organization. The interactive workshop incorporates lessons from National Credit Union Foundation's signature Development Education (DE) Program.

Learning Objectives 

  • The structural and philosophical differences between credit unions and other financial institutions, and how it impacts business operations and decision-making. 
  • How to communicate your organization’s “why,” their personal “why,” and tell the story of how you drive value for your members. 
  • Opportunities to take ownership in finding new and better ways to meet the needs of your members and organization.


Day 1: August 23 | 8:30 am – 12:00 pm  

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: August 25 | 8:30 am – 12:00 pm 


What can empathy do and what does it look like in a credit union?  Empathy builds trust, generates business, and can be credit unions’ competitive advantage in the marketplace. Empathy is a game changer, not just for us but to effectively help our members now and in the future.

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_Headshot_200x200

Chad Helminak, Director of DE & Cooperative Culture | National Credit Union Foundation

In this role, he leads NCUF’s signature Credit Union Development Education (DE) Program and creates customized training and resources to help credit unions leverage their unique business model and apply emotional intelligence to meet the needs of members. He is a trained facilitator and creative consultant with nearly 15 years of experience in the credit union industry specializing in the areas of culture & leadership development, strategic communications, and applied research & innovation. Prior to joining NCUF, Chad worked at CUNA Mutual Group, Heritage Credit Union, Filene Research Institute and The League. 


Josh RobertsJosh 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.



$29.00 | Early Bird before July 24

$49.00 | Regular

Additional Info

What you can expect

This event is being held virtually and does not require travel but does require your full participation. 

  • End to End Attendance: please be prepared to be present from beginning to end. 
  • Sensory Engagement: Please have both your video and audio on through your computer/cellphone. 
    Check out a quick audio/video Zoom training video >>
  • Fully Present: Please eliminate notifications, distractions, or anything that will take your attention from the experience.

Additional Dates

Can't make our August date? We're also offing this event on June 14 and 16.

Event Type


Topics Covered

  • Live Webinars
  • CU Difference

Sponsored By

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