Webinars

Upcoming Webinars

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, June 17, 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.

Co-Sponsored by:

Architecting an Effective Organizational Structure

Tom Glatt, Jr., Founder, and Matt Griffiths, Consultant

Glatt Consulting, Inc. - CU Conferences' Strategic Partner

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


Credit unions often spend countless hours attempting to architect the perfect organizational structure and chart only to be frustrated with the end result when it fails to inspire operational effectiveness and efficiency. The reason such efforts fail is because many "perfectly-designed" org restructures often fail to consider the realities of the existing business model, workflows, and processes that exist behind the simple links between departments and positions.

Fortunately there is a better approach to organizational structure, which is to develop a complete view of the credit union’s business model, identify its inherent advantages and weaknesses, and build an organizational change plan that culminates in more efficient and meaningful work - not to mention a truly representative and relevant organization structure and chart.

In this in-depth CU Conferences' webinar, Glatt Consulting’s Tom Glatt and Matt Griffiths will walk you through this approach, showing you how to move your credit union through business model awareness to effective change and operational relevance.

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:

The Credit Union Mantra for the Next Normal

Paul Robert, CEO

Fi Strategies - CU Conferences' Strategic Partner

Thursday, August 5, 2021, 2:00 - 3:00 p.m. Eastern


People Helping People has been the highly successful mantra of credit unions since the beginning of time. And it has served the industry, and its members, exceptionally well. Today, however, that mantra is being tested like never before and how credit unions respond may ultimately decide their future relevance.

In a post-pandemic world, we find that other financial institutions are equally focused on consumer satisfaction, while the expectations of those consumers have been elevated, and the competition to attract and retain employees to serve those consumers has never been more challenging.

If that scenario sounds like the environment you find your credit union in, then this webinar is for you.

Specifically, we’ll address:

  • How to create a “higher-purpose” culture that will be the differentiator against the competition

  • The vital alignment of performance culture, member journey, and member experience

  • Leadership steps you can take to acquire and retain your best employees right now

Your credit union has never had a better opportunity to thrive than today. But you won’t succeed by doing what you’ve done in the past. Learn the keys to success in the “next” normal.

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.