Board Strategic Advisory Services

Board Governance

  • $999

Modernized Board Governance

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  • 3 files

Modernized Board Governance is a cutting-edge, turnkey training program for senior managers and board leaders. Participants will learn why modernizing a credit union’s board is critical to maintaining a strategic advantage in the financial services industry and how to create the “North Star” for the board and credit union. Other topics include succession planning, gap analysis, recruiting, onboarding & Generative AI.

  • Free

2022 Money 20/20 - CU Rise Up - Next Gen Board

  • Course
  • 1 Lesson

Modernization, protecting our mission and creating the next generation model.​ With Stacey Walker, Roxy Ostrem, Michael Maxwell, & Sarah Canepa Bang.

Cannabis Banking

2020 Shift Happens - Credit Unions & Cannabis Field Report

Katrina Skinner, Dierdra O'Gorman, and Mike Kennedy gathered to discuss the growing opportunities for credit unions to capitalize on cannabis businesses nationwide.

2020 Shift Happens Collision

UNDERGROUND Collision: Shift Happens — A Thought Leader Round table with more than 35 industry experts who are tenacious in their fight for members and their communities.

2019 San Diego NACUSO - Melina Palmer, The Brainy Business

Melina joined us to discuss her takeaways from the Underground Collision's debates -- and how the topics can impact credit unions and consumers and behavioral economics. 

2019 Las Vegas Money 20/20 - Beth Carr, SCCCU

A credit union's experiences dealing with the cannabis businesses in the Santa Cruz area, along with some of the challenges that come with the territory.

2017 New York Whitepaper

In NYC, we tackled everything from Only if I Win Collaboration to Big Getting Bigger, Disruption and Speed Dating Knowledge Cafes on the dark side of mergers, member activation, and taxation (who cares?).

2020 Shift Happens Whitepaper

If ever there were a year for credit unions to go Underground and bubble up to the surface by converting Ideas into Action, it was 2020.

Credit Union Brand

  • Free

2016 Las Vegas Whitepaper

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  • 1 file

On November 1st, Dia de Los Muertos, the UNDERGROUND stirred things up! We ended 2016 to emerge in a new reality. EXECUTE. GO. DO. CREATE. CHANGE. AND JOIN!

CUSOs

  • Free

2019 San Diego NACUSO Whitepaper

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  • 1 file

What we want is an authentic dialogue about our unique purpose, what’s our vision for the future? And this time, we dug into, ‘Why CUSOs?’

  • Free

2019 San Diego NACUSO - Susan Mitchell

  • Course
  • 1 Lesson

Sue shared the San Diego Underground Collision's "Great Debates," as well as all the fantastic speakers who will be participating in those debates.

  • Free

2019 San Diego NACUSO - Randy Karnes, CU*Answers

  • Course
  • 1 Lesson

Randy joined us to share his thoughts on how credit unions can #THINKBIG in 2019 based on his Underground Collision talk.

  • Free

2023 CUSO Mayhem Panel - Relationship Breakups

  • Course
  • 1 Lesson

Are CUSOs carrying the industry forward? Limiting growth based upon loyalty? What relationships need to grow or go? Panel discussion with Raj Bandaru, Denise Wymore, John Janclaes, and Stef Luck

Economic Outlook

  • Free

2022 Money 20/20 - Market Share Pivot: Going, Going, Strong?

  • Course
  • 1 Lesson

Market share is critical for the future. Use our strengths to keep a forward momentum for member well-being. With Frank Diekmann, Bill Cheney, Erin Mendez, & Todd Clark.

  • Free

2023 Shattered Panel - Economic Instability

  • Course
  • 1 Lesson

Many have different takes on our economic future, but all will agree that there is instability. Panel discussion with Samantha Paxson, Jay Mossman, Mike de Vere, Tony Boutelle, and Tom Davis.

  • Free

2022 Money 20/20 - Envision Money 20/30

  • Course
  • 1 Lesson

Create a future that is one of manifest destiny. Credit unions were born for these times. 2030 – Envision It! With Stephen Bohanon, Tony Boutelle, Joan Opp, & Brett Martinez

FinTech & Your CU

  • Free

2019 Las Vegas Money 20/20 - Christopher Danvers, AAFCU

  • Course
  • 1 Lesson

Key points from the Underground Collision session: "The Digital Divide: How Can a Credit Union Prepare for a Cardless Future."

  • Free

2019 Las Vegas Money 20/20 - Erin Mendez, Patelco CU

  • Course
  • 1 Lesson

How new digital technology meets credit unions' traditional mission-driven financial services, and the credit unions' experiences in this area.

  • Free

2019 Las Vegas Money 20/20 - Micheal Herman, CUNA

  • Course
  • 1 Lesson

Key takeaways from the Underground Collision session: "People Helping People in the Digital Era."

  • Free

2019 Las Vegas Money 20/20 - Sam Das, CMG Ventures

  • Course
  • 1 Lesson

The fintech landscape for the future of credit unions, and highlights from the Underground Collision session: "People Helping People in the Digital Era."

  • Free

2019 Las Vegas Money 20/20 - Shana Richardson, Ser Technology

  • Course
  • 1 Lesson

Shana shares the three big "Cs" of today's societal change to be addressed: cash, cannabis, and cars.

  • Free

2019 Las Vegas Money 20/20 - Todd Clark, CO-OP

  • Course
  • 1 Lesson

How credit unions can merge their digital transformation efforts with their established mission-driven financial services.

  • Free

2022 Money 20/20 - Directors, Executives & Fintechs... ROI or OH MY!

  • Course
  • 1 Lesson

A lively “future shock” session where we get the facts about the competition (kind of scary). ​ROI or Oh My? With Brian Kaas, Kris kovacs, Tony Boutelle & Jennifer Oliver.

  • Free

2023 CUSO Mayhem Panel - Profit is Not a Bad Word

  • Course
  • 1 Lesson

Bottom line impact. Do you pay dividends or reinvest in technology? Panel discussion with Tyler Valentine, Donna McNeely, Bill Butler, and Mary Beth Spuck

  • Free

2023 Shattered Panel - Vulnerable Tech

  • Course
  • 1 Lesson

As we rang in 2023, the world became aware of how vulnerable legacy systems are within our everyday environment. Panel discussion with Shazia Manus, George Estrada, Amber Harsin, Keith Sultemeier, and Stephen Bohanon

Products

Strategic DEI

  • Free

2018 Washington DC Whitepaper

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  • 1 file

Dr. Brandi Stankovic, asked several credit union executives in preparation for the Collision, “What pisses you off?” The unanimous response was: Less talk, more action. Credit unions need to Learn, Love and Kick Ass!

  • Free

2019 Washington DC - Cliff Rosenthal, Archer + Rosenthal

  • Course
  • 1 Lesson

Cliff Rosenthal addresses some of the industry's core issues, including banking services for the underserved, democratizing finance, low-income empowerment, and much more.

  • $248

Employee Resource Groups

  • Course
  • 50 Lessons

Promote belonging while celebrating uniqueness, allow people from diverse backgrounds to feel their voice is heard, and foster collaboration that can lead to breakthrough thinking.

  • $250

Stand Up for Diversity

  • Course
  • 24 Lessons

Diversity is everyone’s responsibility at your credit union. It’s time to #STANDUP for Diversity.