IDEAS INTO ACTION

White Papers

In-depth resources that cover specific topics to help illustrate ideas into action from thought leadership and industry expertise. Each white paper will give you research, best practices, and strategies to execute. 

UNDERGROUND Whitepapers

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Credit Union Shared Services (CUSS) Whitepaper

Running on a 50 year old core system is a significant problem. To thrive, to continue to raise the bar on member service, credit unions need to be strong and start CUSSing.

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Generative AI: Credit Union Values

Generative AI will transform every aspect of your Credit Union — from your employee engagement with members to replacing human processes with machine bots – a future unlike one can imagine. Careful foresight and planning must be done to create a strategic roadmap on its use within the organization, starting with protecting member trust and continuing through diligent oversight and accountability.

  • Free

Stand Up for Diversity Whitepaper

We hear all the time that our society is becoming more and more diverse, and we need to embrace that diversity. But what is diversity? And, more importantly, why do we need to embrace it? Is it really something you need to worry about at your credit union?

  • Free

Modernizing Board Governance Whitepaper

From competitive pressures to regulatory ones, credit unions are facing challenges left and right. Continuous improvement is paramount. Evolving with the times is a critical necessity for credit union board members.

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2022 TikTok Thought Whitepaper

Credit union leaders’ message MUST be clear, quick and concise. You must be quick. You must be effective. You can’t say no. You have to say yes! It’s time for TikTok Thought.

  • Free

2022 Money 20/20 Collision Whitepaper

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?

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2016 Washington DC Whitepaper

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?

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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?).

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2018 Washington DC Whitepaper

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!

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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?’

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2019 Washington DC Whitepaper

Technology, regulations and the lives of consumers quickly evolve and credit unions struggle to keep up while maintaining their social mission—we collide on philosophy and the day-to-day realities of running the modern credit union.

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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.

  • Free

2020 Virtual Collision Whitepaper

We’re excited to expose the world to the Underground conversations about credit unions and their continued relevancy for consumers.

  • Free

2020 Washington DC Whitepaper

Ideas shared by the panelists regarding Maslow’s hierarchy and ways for us to better serve a changing society and credit union members.

  • Free

2016 Las Vegas Whitepaper

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!

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