CUNA Volunteer Institute - Maui
Topics & Objectives

Please note that the Topics/Objectives listed below are subject to change.

You are the Leader: The Inner Path to Life's Bottom Line

Many people confuse leadership with position and power. But, leadership is more about passion than position. It is more about purpose than power. To discover what it means for you to lead—with passion and purpose—is a journey of adventure. This journey reconnects you with the deepest parts of yourself. Through this session, you will get the tools you need to create what matters most in your life and work.

Leading Change

Research tells us that 85 percent of organizational change efforts fail to reach their targeted results. What can be done to beat these odds? Credit union leaders need a new map—a new framework—that can handle the complexity of the current challenges. Through this session, you will gain a powerful and practical map for successfully leading the journey of change.

Today's Economy & the Risks for Your Credit Union

Hear from one of CUNA’s senior economists about the state of the economy and trends that will affect your credit union. How are rates changing? Is the mortgage market recovering? More importantly, how will these changes and forecasts affect your credit union’s risk assessment and management strategies?

The Mortgage Market: Where Do We Go From Here?

The subprime mortgage issues of the past couple of years have taken their toll on the economy as a whole, not to mention the mortgage market. But where does the market stand now, and how do credit unions fit into that picture? In this session, find out more about what your credit union can do to serve its members, and potentially find some opportunities to benefit from the mistakes of banks and other financial services industries.

How Credit Unions Can Help Members Build Credit Scores

Approximately 90 percent of Americans have never received any financial training. With personal debt soaring and personal savings decreasing, it’s no wonder so many individuals find themselves in difficult financial situations. Through this session, you will learn what tools credit unions can provide their members in order to better understand their current credit score and how to improve their scores for better access to loans and other services.

Due Diligence for Third Party Vendors—Managing the Relationship

Due diligence is the key to a vendor relationship that meets the requirements of your credit union and your members. In this session, you’ll learn how to deliver quality products and services to your members, while protecting your credit union’s brand, image, and intellectual property. Learn to recognize and manage risks inherent to third party relationships.

2008 Bankruptcy Update

This session will examine the current state of consumer bankruptcy and how it continues to impact financial institutions. It has been two years since the Bankruptcy Abuse Prevention and Consumer Protection Act became law and you will take a look at some of the unexpected results. Be prepared, just when you thought things couldn’t get any worse, Congress steps in with several possible "consumer protection" laws that could significantly impact your credit union.

Strategic Planning & Its Significance

Its time to dust off that strategic plan you have on your shelf! Credit union regulators are increasingly taking a closer look at your strategic plans. In today’s environment, having a good plan in place may not be enough! Examiners are instructed to review the strategic and business planning process to determine if your credit union is adequately addressing this vital need.

The Board/CEO Relationship Dynamic: Making it a True Partnership

Board members wonder if their CEO possesses the leadership skills the job demands and CEOs worry if their board has the mix of talent and experience required to govern their credit union. More than ever, the complexities of managing today’s credit union demand a strong, positive working relationship between board members and the CEO. This session will examine how establishing a true partnership is essential to an effective credit union.

Win-Win Scenarios: CU Growth & Serving Low-Wealth Households

This session will focus on evidence that credit unions can serve low-wealth and modest income households and generate membership growth equal to or greater than those who do not focus on this marketplace. Explore examples of how credit unions can reach out to low-wealth families by providing mutually beneficial products and services.

Mergers: Opportunity or Threat

This interactive session will take you through a wide-range discussion of the credit union industry's most dominant trend–mergers. It will reveal the depth of this trend, explore the forces driving mergers and why they are unlikely to slow in the near future, and explain what your credit union must know to evaluate how this trend may impact your organization.

Due Diligence for Third Party Vendors—Case Studies

You’ve heard about the idea of managing a relationship with a third party vendor and it makes sense as a policy, but what are you really looking for that’s going to help? In this session, explore case studies and see real-world examples of the things you should be focusing on. Find out about the red flags that could make or break your very significant relationships that have a great deal of money riding on them.

Board Governance Essentials: Becoming a Better Board Member

A board member’s duties can seem overwhelming and far-reaching. This session illuminates the fundamental duties of a board and the best ways to discharge them. You will cover functions that boards often become involved in that have little benefit or a negative impact on the credit union, and how to focus on those things that will be the most beneficial.

An Inconvenient Truth: Be Relevant to the Marketplace or Disappear

Having trouble growing? The marketplace is becoming less and less forgiving of businesses that are not meeting market needs. No matter how well you serve members with something they don’t need, they will bring their business somewhere else. This course will look at the enormous shifts shaping today’s banking market.