CEO Advisory Services

Board Management

  • $250

Modernizing Board Governance

  • Course
  • 12 Lessons

Discover where your credit union stands and the steps you may need to take to make changes for a stronger future.

  • 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

  • Free

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

  • Course
  • 1 Lesson

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.

  • 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 San Diego NACUSO - Melina Palmer, The Brainy Business

  • Course
  • 1 Lesson

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. 

  • Free

2020 Shift Happens - Credit Unions & Cannabis Field Report

  • Course
  • 1 Lesson

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

Credit Union Brand

  • Free

2016 Las Vegas Whitepaper

  • Download
  • 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!

  • Free

2019 Washington DC - Dr. Brandi Stankovic

  • Course
  • 1 Lesson

Technology, governance, enterprise risk management, and more. Brandi also shares another debate about what's really the credit union mission.

  • Free

2019 Washington DC - Scott McFarland, Honor Credit Union

  • Course
  • 1 Lesson

Scott joined us for a quick conversation at the 2019 Underground Collision in Washington, D.C., to share some of his takeaways of the event.

  • Free

2019 Washington DC - Chip Filson, Callahan

  • Course
  • 1 Lesson

If we think of ourselves regarding size, number of loans and members and having that define us in the future, then we'll just become the merged financial services of the future.

  • Free

Member Wellbeing and Trust

  • Course
  • 1 Lesson

John Fenton, President/CEO of Affinity Federal Credit Union talks about earning member trust every day by supporting total well-being.

Culture

  • Free

Focus on People & Mission

  • Course
  • 1 Lesson

Erin Mendez, President/CEO of Patelco Credit Union talks about how a focus on member well-being and your people is the credit union difference.

  • Free

CEO Gets Real with COVID-19

  • Course
  • 1 Lesson

Keith Sultemeier, President/CEO at Kinecta FCU talks about credit union preparedness, activation and acceleration during the coronavirus pandemic.

  • Free

Reshaping the Workplace

  • Course
  • 1 Lesson

Cheryl Middleton Jones, Chief People Officer of CO-OP Financial Services talks about the post-COVID workplace and employee well-being.

  • Free

2022 Money 20/20 Collision Whitepaper

  • Download
  • 1 file

The credit union community is experiencing a leadership transition at scale. What does that look like going forward and what does that mean for credit unions and the future service to our members?

  • Free

2023 Shattered Whitepaper

  • Download
  • 1 file

We are going to challenge you. We’re going to ask some questions and we want you to think about those questions. Then we want you to go out and really share the love.

CUSOs

  • Free

2019 San Diego NACUSO - Randy Karnes, CU*Answers

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

  • Free

2019 San Diego NACUSO - Susan Mitchell

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 Whitepaper

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

2023 CUSO Mayhem Panel - Profit is Not a Bad Word

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 CUSO Mayhem Panel - Relationship Breakups

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

Disaster Preparation

  • Free

2020 Shift Happens - Brett Martinez, Redwood CU

  • Course
  • 1 Lesson

Redwood Credit Union President/CEO discusses how the series of major forest fires in Central and Northern California actually helped the credit union better manage COVID-19 this year.

  • Free

Empowering Women Globally

  • Course
  • 1 Lesson

Leni San Roque, Chief Executive Officer of the Association of Asian Confederation of Credit Unions (AACCU) talks about uplifting spirits and best practices for how to keep others engaged in positivity.

  • $10

Hope Through Tragedy

  • Course
  • 1 Lesson

Amy Downs, President/CEO of Allegiance CU survived the Alfred P. Murrah Building bombing, the deadliest domestic terror attack in our nation’s history. She shares her transformation in the aftermath.

  • $250

Social Disaster Recovery

  • Course
  • 17 Lessons

Credit unions can differentiate themselves during times of crisis by helping members cope. 

Economic Outlook

  • 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.

FinTech

  • 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 - 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 - Sarah Snell Cooke, Cooke Consulting Solutions

  • Course
  • 1 Lesson

Key points from the Underground Collision session, "Be Smarter Than We Look," going toe to toe with CU*Answers CEO Randy Karnes.

  • 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

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 - Micheal Herman, CUNA

  • Course
  • 1 Lesson

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

  • Free

2019 Washington DC - Shazia Manus, AdvantEdge Analytics

  • Course
  • 1 Lesson

How credit unions can stay grounded amongst all the technology disruption occurring in financial services today.

  • Free

2019 Washington DC - Sarah Canepa Bang

  • Course
  • 1 Lesson

How credit unions can compete with GAFA (Google, Apple, Facebook, Amazon) in the financial services arena, the duty of leadership lies and what's best for members today.

  • Free

2020 Raw - Samantha Paxson, CO-OP

  • Course
  • 1 Lesson

Activate Your Next: Building for a Sustainable Future Requires Looking Beyond and Activating Your Next. Payments being a new driver for your credit union's engine.

  • Free

Insights to Action

  • Course
  • 1 Lesson

Edgar Hernandez, Senior Multicultural Strategy Manager of CUNA Mutual Group talks about how to build consumer trust and keeping the human in data science.

  • Free

2020 Raw - Susan Mitchell, Mitchell Stankovic and Associates

  • Course
  • 1 Lesson

Susan shares the event theme "RAW" and explains that as we become driven by AI, creating a common bond becomes more challenging.

  • Free

2022 Money 20/20 Collision Whitepaper

  • Download
  • 1 file

The credit union community is experiencing a leadership transition at scale. What does that look like going forward and what does that mean for credit unions and the future service to our members?

  • 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

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

  • Free

2022 Money 20/20 - Fintechs: The Good, the Bad, the Necessary?

  • Course
  • 1 Lesson

Fintechs have the tech, but we have the consumers. Let’s define the win-win. With Brian Kaas, Paul James, Kevin Polinsky & Steven Stapp.

  • Free

2023 CUSO Mayhem Panel - EI + DI = TIA

  • Course
  • 1 Lesson

Emotional intelligence and digital intelligence come together causing a TIA decision. Panel discussion with George Estrada, Becky Reed, Ed Chuang, and Chad Ritchie.

  • 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

  • Free

2023 Shattered Whitepaper

  • Download
  • 1 file

We are going to challenge you. We’re going to ask some questions and we want you to think about those questions. Then we want you to go out and really share the love.

Mentoring

  • Free

2019 Washington DC - Esteban Camargo, CU*Answers

  • Course
  • 1 Lesson

The importance of mentorship for young, would-be credit union leaders to keep the industry's momentum going well into the future.

  • Free

2020 Shift Happens - Dr. Brandi Stankovic

  • Course
  • 1 Lesson

Dr. Brandi Stankovic recalls her beginnings in the credit union industry giving her first presentation at an industry conference.

  • Free

2019 Bahamas #Global - Stacey Walker, XCELFCU

  • Course
  • 1 Lesson

Key highlights from her Underground Collision presentation, focusing on young leaders who are on fire for your credit union.

Strategic DEI

  • Free

2019 Las Vegas Money 20/20 - Amber Harsin, CU Prodigy

  • Course
  • 1 Lesson

Underground Collision session highlights — immigration issues, the challenges serving this group and how credit unions can step and better serve them.

  • 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.

  • Free

Build Innovation Into Our DNA

  • Course
  • 1 Lesson

Maurice Smith, President/CEO of Local Government Federal Credit Union and Civic Federal Credit Union talks about making innovation a standard of credit unions and an incredible goal to end poverty.

  • Free

Thriving vs. Surviving

  • Course
  • 1 Lesson

Enrique Delgadillo, President/CEO of BALANCE talks about breaking through generational poverty so our members are thriving versus just surviving.

  • Free

Be Strategically Inclusive

  • Course
  • 1 Lesson

Scott Young, VP of Innovation with PSCU talks about how to be strategically inclusive through vulnerability and awareness.

  • Free

2019 Washington DC - Jim Blaine

  • Course
  • 1 Lesson

Conversations credit unions need to be having but aren't. In particular, how to support the smaller credit unions within the industry to decrease the amount of consolidation right now.

  • Free

2022 Money 20/20 - CU Rise Up: Realities of Diversity

  • Course
  • 1 Lesson

Diversity of thought is essential to staying relevant for members within the talent market and resilient communities. With Renée sattiewhite, Frank Chinn, Jorge Esteban, and Seth Brickman

  • Free

2018 Washington DC Whitepaper

  • Download
  • 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

2016 Washington DC Whitepaper

  • Download
  • 1 file

How can credit unions cut through the noise of Wall Street, Big Short manipulations, unforeseen regulatory restrictions…in order to arrive as superheroes for the middle to low income consumers?

  • Free

2020 Shift Happens Collision

  • Course
  • 2 Lessons

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.

  • Free

2020 Virtual Collision - The World Is Listening

  • Course
  • 2 Lessons

The Underground has an intimate, vulnerable voice that resonates for those who attend Collisions. And now you can take part!

  • Free

2022 Money 20/20 Collision Whitepaper

  • Download
  • 1 file

The credit union community is experiencing a leadership transition at scale. What does that look like going forward and what does that mean for credit unions and the future service to our members?

  • Free

2023 Shattered Whitepaper

  • Download
  • 1 file

We are going to challenge you. We’re going to ask some questions and we want you to think about those questions. Then we want you to go out and really share the love.

  • $250

Stand Up for Diversity

  • Course
  • 24 Lessons

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

  • $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.

Strategic Product Development

  • 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

2022 Money 20/20 - All In... Gambling on Crypto, Sports Betting & Pot

  • Course
  • 1 Lesson

Money is rapidly changing hands outside of traditional banking methods. Has the time to “wait and see” passed or is it time to go all in? With Todd Lane, Robert Craig, Michael Maxwell, & Amber Harsin.

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