8:30am – 9:00am
Registration – Breakfast Bites, Coffee
9:00am – 9:30am
Welcome & Introductions
- About this Workshop, Facilitators / The Foundation
- Group activity: Introductions + desired outcomes
9:30am – 10:00am
Business vs Social Mission
- Group activity: Business or Social?
- Reflect on how your CU balances serving members and ensuring financial success of the org
- Discuss factors that contribute to business decisions within CUs
10:00am – 10:45am
The CU Difference, Co-op Principles
- Review CU vs Banks
- Discuss cooperatives and the Cooperative Principles
- Discuss how these principles differentiate us
10:45am – 11:00am
Break
11:00am – 12:00pm
CU History
- Explore how and why CUs were created
- Group activity: How our organization started
- Discuss origins of the credit union movement + key events
- CU system overview
12:00 – 12:30pm
Lunch
12:45pm – 1:30pm
CU Champions Activity
- Group activity: Champions - learn about key CU leaders and accomplishments
- Discuss lessons from CU history + relevancy to today
- Modern day challenges and champions
1:30pm – 2:30pm
Financial Well-Being for All
- Understanding the concept, challenges and opportunities
- Discuss this work in detail and where CUs are finding success
2:30pm – 2:45pm
Break
2:45pm – 3:30pm
Your Values, Your Why
- Discuss core values and the importance of alignment
- Group activity: Reinforcing our “why”
3:30pm – 3:45pm
Wrap Up
Recap of day, final discussion, and reflection as a group