Webinars

Upcoming Webinars

Co-Sponsored by:

Developing Your Merger Negotiables

Tom Glatt, Jr. Partner, Glatt Consulting Group, Inc.

Matt Griffiths, Partner, Glatt Consulting Group, Inc.

Thursday, March 4, 2021, 2:00 - 3:00 p.m. Eastern

Whether or not mergers are of particular strategic interest to a given credit union, every credit union should have well-defined "standards" for how it will manage merger conversations. The reason is that every credit union, at some point, will be approached with a merger opportunity - and the credit union's response, and subsequent engagement, should be informed by well-reasoned perspectives and view points.

To that end, this Webinar, led by Glatt Consulting's Tom Glatt and Matt Griffiths, will walk you through the nine areas of particular concern to early-stage merger discussions, explain the type of elementary issues that fall within each area, and outline a development roadmap your credit union can follow to establish clear and reasonable merger negotiation expectations and boundaries to use in future discussions with prospective merger partners.

Not available on this date and time? No worries. Those who sign up will also be emailed a link to the Webinar recording so you can watch at your convenience

Co-Sponsored by:

Reverse the Member Satisfaction Decline at Your Credit Union

Paul Robert, CEO, FI Strategies

Thursday, March 25, 2021, 2:00 - 3:00 p.m. Eastern

The 2020 American Consumer Satisfaction Index (ACSI) results show that credit unions scored below banks for the second year in a row on overall consumer satisfaction. Further, the report shows a slow, steady erosion in credit union satisfaction over the past 10 years with scores declining since 2011.

Overall, credit union satisfaction performance has dropped 10 points in the past ten years while bank scores have gained 3 points! As a result, it should be crystal clear that, as an industry, credit unions can no longer say, without hesitation, "we give better service than the banks".

What is your credit union doing about this?

In this Webinar, learn the five things your credit union must do in 2021 to reverse this trend, including:

  • Strategically, redirect your focus on the right targets and metrics

  • Culturally, align your staff with the changing consumer demands

  • Stay in tune with your members' feelings about their experiences

You may be saying, "Weve got that covered; our members love us" but the challenges are; are you doing each of these as best as possible and how have you modified them over the past two years? Tomorrow's member experience needs to be discernably different than yesterday's. Make sure your credit union is positioned to thrive in tomorrow's environment!

Not available on this date and time? No worries. Those who sign up will also be emailed a link to the Webinar recording so you can watch at your convenience

Co-Sponsored by:

2021 Reputation Protection and Crisis Mitigation for Credit Unions

Casey Boggs, President, ReputationsUs

Thursday, April 1, 2021, 2:00 - 3:00 p.m. Eastern

Due to the countless crises of 2020 and early 2021, as well as the many disruptions these issues made to most credit unions, executives and directors have increasingly recognized "reputation" as on of the most important elements of a corporation to enhance, protect and defend.

Casey Boggs, president of the reputation management firm ReputationUs, and founder for the eLearning program ReputationU, will offer CU Conferences' participants and overview of ReputationU-eLearning program that trains you to become certified in reputation management and crisis response to protect your credit union's brand and bottom line.

The program serves as your guide to 1) Safeguard Your Credit Union's Reputation 2) Mitigate Reputation Damage and 3 Protect the Credit Union's bottom Line. ReputationU participants will also receive "front line" education with crisis simulated exercises to address today's reputation issues and crisis mitigation, including:

  • Cyber Security Threats. It's not a question of if, but when a cyberattack will impact a credit union. Is a credit union prepared to address this attack and communicate accordingly?

  • Diversity, Equity & Inclusion (DEI). 2020 exposed many credit union's DEI shortcomings and/or complete lack of consideration for this important part of a credit union's culture. How does DEI (or lack thereof) affect a credit union's reputation?

  • People, Products & Processes. A credit union's reputation is based primarily on its people, products and processes. If any of these items has a bad reputation, the entire credit union has a bad image. What does a credit union really know or doesn't know about the reputation of the the P's?

Not available on this date and time? No worries. Those who sign up will also be emailed a link to the Webinar recording so you can watch at your convenience.

Co-Sponsored by:

Fintech Partnerships - How Credit Unions can Find the Best Option

John Dearing, Partner, Capstone

Thursday, April 8, 2021, 2:00 - 3:00 p.m. Eastern


Our industry is evolving and credit unions must innovate and adapt to succeed. Fintechs help expand product offerings while providing an enhanced member experience. Join John Dearing for this enlightening session on “Fintech Partnerships” and set your credit union up for successful growth.

The webinar will include:

  • Why credit unions pursue Fintech partnerships

  • Trends as credit unions join forces with Fintechs today

  • How to find the right Fintech for your credit union

  • Understanding different partnering structures and best practices

  • Live lessons & tips on how to be successful 


Not available on this date and time? No worries. Those who sign up will also be emailed a link to the Webinar recording so you can watch at your convenience.

Co-Sponsored by:

What is a 457(f) and When Does it Make Sense to Offer One?

Christopher Jones, ChFC, CLU, CFP, Senior Executive Benefit Consultant and Bruce Smith, CFA, Senior Executive Benefit Consultant

OM Financial - CU Conferences' Strategic Partner

Thursday, April 15, 2021, 2:00 - 3:00 p.m. Eastern


Chris and Bruce will address the following items that come into play when considering a 457(f) as your supplemental executive retirement plan (SERP):

  • Why offer a SERP?

  • Short term vs long term intentions

  • Types of 457(f) plans

  • Design considerations

  • Underperformance options

  • Tax considerations for credit union & executive

  • Overall pros/cons

Not available on this date and time? No worries. Those who sign up will also be emailed a link to the Webinar recording so you can watch at your convenience.

Past Webinars

Unable to participate in a past Webinar because you weren't available at the time it was presented? No worries. Our past Webinars are available for download. Past Webinars.