The next Peer-to-Peer session will be an open format conversation with Glen Sarvady and peers on Open Banking.
Glen Sarvady is a 25-year veteran of the payments and FinTech industries. He is the Managing Principal at 154 Advisors who provides actionable insights, data driven analysis and strategy formulation to credit unions and fintechs. Open banking has existed in various forms for several years, but its data sharing provisions will be required of nearly all credit unions if/when the CFPB's proposed rules are finalized. In this session we'll discuss the history of open banking in the US and (mostly) abroad, operational, and strategic changes on the horizon, and how some CUs are addressing the new landscape proactively rather than treating open banking as something "being done to them." Date: May 22, 2024 Time: 1:00 - 3:00 p.m. Location: Webinar Cost: $49 for individual registration This event is meant to be an opportunity to meet and share with one another. The open session and forum will conclude with time to discuss questions with participants. This event will be made only via webinar/conference call. Webinar and call in instructions will be provided to registered attendees. For a list of all P2P sessions, visit our Peer-to-Peer (P2P) webpage. With questions, please contact Director of Engagement, Xiong Lee, by email. Join the CREW Young Professionals for the "Coffee with the CREW" on Tuesday, May 21 at 9 a.m. This series focuses on providing credit union young professionals with continued opportunities for networking and collaborating to help further knowledge and professional growth within the industry.
This meet-up will be facilitated by Christopher Morris, Engagement Consultant from America's Credit Unions. Keep Purpose Constant: Credit Union Movement 101 In this session, get a comprehensive orientation to the power of the credit union movement. Where did CUs come from? How are CUs different? How is our system built? More importantly, how can learning about our movement help us build a bigger and stronger CU & career? We will open up the webcams and audio lines for the group to join our facilitated panel discussion. All aspects of this session have been created with the intention of shared learning among facilitators and attendees. We will be asking attendees to actively participate before and throughout this session. Date: Tuesday, May 21, 2024, Time: 9:00 AM- 9:45 AM Cost: FREE With questions, please contact Xiong Lee, MnCUN Director of Engagement. The last P2P of our spring series will be an open format conversation with a speaker and peers around Open Banking Topics. This event is meant to be an opportunity to meet and share with one another. The open session and forum will conclude with time to discuss questions with participants. This event will be made available only via webinar/conference call. Webinar and call-in instructions will be provided upon registration.
Date: May 22 Time: 1:00 - 3:00 p.m. Location: Webinar Cost: $49 Stay tuned for further announcements and updates! For a list of all P2P sessions, visit our Peer-to-Peer (P2P) webpage. With questions, please contact Director of Engagement, Xiong Lee, by email. The second Peer-to-Peer (P2P) will be focused on Credit Card Fraud. MnCUN General Counsel Dan Le and Director of Compliance and Audit Services Becky Frederick will virtually present on this topic. This educational session will highlight the following key aspects on how this may affect credit unions.
We hope this new format continues to provide credit union professionals the opportunity to participate in cooperative meetings to network and exchange ideas; and provides your teams the opportunity to learn about pertinent topics that prompts additional conversations at your credit union. Stay tuned for further announcements and updates! For a list of all P2P sessions, visit our Peer-to-Peer (P2P) webpage. With questions, please contact Director of Engagement, Xiong Lee, by email. The second Spring Peer-to-Peer will take place on Wednesday, April 24, from 1:00 to 3:00 p.m. and will focus on Regulatory and Compliance Hot Topics. The virtual session will include a speaker and then break into department areas for smaller group peer discussion on how the topics pertains to various teams.
Date: Wednesday, April 24 Time: 1:00 - 3:00 p.m. Location: Webinar Cost: $49.00 We hope this new format continues to provide credit union professionals the opportunity to participate in cooperative meetings to network and exchange ideas; and provides your teams the opportunity to learn about pertinent topics that prompts additional conversations at your credit union. Stay tuned for further announcements and updates! For a list of all P2P sessions, visit our Peer-to-Peer (P2P) webpage. With questions, please contact Director of Engagement, Xiong Lee, by email. Join the CREW Young Professionals for the "Coffee with the CREW" on Thursday, April 25 at 9 a.m. This series focuses on providing credit union young professionals with continued opportunities for networking and collaborating to help further knowledge and professional growth within the industry.
This meet-up will be facilitated by Vicki Erickson, Senior Vice President & Chief Marketing Officer from Topline Financial Credit Union and Jodi Slais, Education Specialist from Wings Financial Credit Union. They will be sharing the different financial education programs at each of their credit unions and go over their financial well-being efforts. Date: Thursday, April 25 Time: 9:00 a.m. Place: Webinar Cost: FREE We will open up the webcams and audio lines for the group to join our facilitated panel discussion. All aspects of this session have been created with the intention of shared learning among facilitators and attendees. We will be asking attendees to actively participate before and throughout this session. With questions, please contact Xiong Lee, MnCUN Director of Engagement. The Minnesota Credit Union Network 2024 CEO Conference will be held at Pier B Resort in Duluth, MN on Wednesday, June 26 through Friday, June 28. This event will feature presentations from speakers on a variety of pertinent credit union topics, provide opportunities to connect with other CEOs, and offer a cooperative forum to share expertise and experiences.
Registration is now open; deadline to register is Friday, June 7. With questions, please contact MnCUN Vice President Communications & Engagement Andrea Molnau by email or call (651) 288-5527. Join the CREW Young Professionals for the "Coffee with the CREW" on Thursday, April 25 at 9 a.m. This series focuses on providing credit union young professionals with continued opportunities for networking and collaborating to help further knowledge and professional growth within the industry.
This meet-up will be facilitated by Vicki Erickson, Senior Vice President & Chief Marketing Officer from Topline Financial Credit Union and Jodi Slais, Education Specialist from Wings Financial Credit Union. They will be sharing the different financial education programs at each of their credit unions and go over their financial wellbeing efforts. We will open up the webcams and audio lines for the group to join our facilitated panel discussion. All aspects of this session have been created with the intention of shared learning among facilitators and attendees. We will be asking attendees to actively participate before and throughout this session. With questions, please contact Xiong Lee, MnCUN Director of Engagement. The Enhanced Financial Counseling Certification Program (FiCEP) teaches credit union staff how to counsel members so they can budget better, smartly save, pay down debt and plan for the future. Obtaining the training and associated credentials allows your credit union to differentiate itself from other financial institutions and be more confident in helping members build a stronger financial future.
The cohort-style training consists of 8 tutorial webinars, exam preparation, proctored exam, and program development training - taking place between June and early October. Upon completion, participants will receive the Certified Credit Union Financial Counselor (CCUFC) designation. Attending the webinars live provides the opportunity to participate in discussion; however, they will also be available as a recording. On average, students should expect to spend approximately 30 minutes studying each chapter, 60 minutes participating in each webinar, and additional time as needed to review the materials before the exam. The last training session following the proctored exam is designed to help you develop a detailed vision and plan for financial counseling at your credit union. Cost: $484 per participating student Friday, May 3: Deadline for registration |
The PulseThe Pulse is MnCUN's newsletter that keeps credit union professionals and board members updated on current news and information. Archives
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