Whether for your executive team, board, or conference, CUCollaborate's team of experts offers a range of presentations covering various topics impacting the credit union industry.
In addition to more general areas of interest, we also provide custom presentations tailored specifically to your organization or event.
Description: Credit unions provide large and growing economic benefits to both their members and the communities they serve. However, measuring these benefits and impacts is not always straightforward.
Learn about the complex issues involved, the techniques that may be used to quantify credit unions’ roles in the financial lives of American consumers, and how benefits and impacts have grown in recent decades.
Appropriate Audience:
CEOs, Board Members, Strategy, Operations, Finance, Marketing, Lending, Business Development
Presenter(s): Sam Brownell or Luis G. Dopico
Description: Gain the tools needed to conquer the battlefield (of membership). FOM restraints negatively impact all credit unions, whether by limiting your total addressable market, lowering online application conversion rates, decreasing ROI on marketing, or simply because it confuses consumers.
This session discusses how to “hack,” or mitigate, the negative impact field of membership has on your ability to grow and includes:
Appropriate Audience:
CEOs, Board Members, Strategy, Operations, Finance, Marketing, Lending, Business Development
Presenter(s): Sam Brownell or Chris Tissue
Appropriate Audience:
CEOs, Board Members, Strategy, Operations, Finance, Marketing, Lending, Business Development
Presenter(s): Sam Brownell, Chris Tissue, Emily Hughes or Jason Rusten
Description: A long-term, member-centric and financial performance analysis of your credit union including:
Appropriate Audience:
CEOs, Board Members, Strategy, Finance, Operations, Marketing, Lending
Presenter(s): Luis G. Dopico
Description: Financial consumers launch, join, and use credit unions to serve financial and social goals. In turn, credit unions are launched, thrive, and sometimes close. During the last one hundred years, the number of US credit unions grew from a handful to over twenty thousand, and then shrank to about five thousand.
Learn about long-term data on credit union formation, liquidation, and mergers, including how targets, acquirers, and non-merging credit unions compare across asset sizes, across relative sizes (e.g., mergers of equals vs. absorptions), and over time. Also discover the historical, average impacts of mergers across key performance metrics such as non-interest expenses, interest rates charged and paid, and growth.
Appropriate Audience:
CEOs, Board Members, Strategy, Finance, Operations
Presenter(s): Sam Brownell, Luis G. Dopico or Chris Tissue
Description: This presentation covers the many different ways credit unions benefit from a business model focused on serving low-income and underserved members. Further, an overview is provided on the methodology for implementing data and analytics in order to either attain or retain a Low-Income Designation from the NCUA.
Appropriate Audience:
CEOs, Board Members, Strategy, Operations, Finance, Marketing, Lending, Business Development
Presenter(s): Sam Brownell, Chris Tissue, Luis G. Dopico, Emily Hughes, Jason Rusten or Moriah Taylor
Description: Credit union members are served by boards of directors of varying sizes and with varying proportions of women and minorities.
Learn how credit union board sizes and the levels of women’s and minority presence evolved between 2012–2021 and where it stands today. Further, discover how this representation impacts member-centric credit union performance.
Appropriate Audience:
CEOs and Board Members
Presenter(s): Luis G. Dopico and Moriah Taylor
Description: Discover an overview of long-term trends in credit unions’ conditions and performance between 1980–2021, including:
The presentation can be readily updated to compare national levels against those for a state, region, type of credit union, or any individual credit union.
Appropriate Audience:
CEOs, Board Members, Strategy, Finance, Operations, Marketing, Lending
Presenter(s): Luis G. Dopico
Description: A detailed overview of macroeconomic conditions such as:
Understand how these conditions relate to credit unions and their members, including long-term perspectives, current conditions, and the short- to medium-term outlooks.
Appropriate Audience:
CEOs, Board Members, Strategy, Finance, Operations, Marketing, Lending
Presenter(s): Luis G. Dopico
Description: Receive an update of statistical analyses on what factors are reliably linked to credit union asset growth, across asset size ranges between 1980–2021. Key factors explored include:
Appropriate Audience:
CEOs, Board Members, Strategy, Finance, Operations, Marketing, Lending, Business Development
Presenter(s): Luis G. Dopico
Description: Receive an update of statistical analyses on what factors contributed to failures of credit unions and banks, across asset size ranges between 1980–2021. Key factors to be explored include:
The presentation highlights what we know about predicting failures, what we don’t know, and what we are unlikely to ever know.
Appropriate Audience:
CEOs, Board Members, Strategy, Finance, Operations, Marketing, Lending, Business Development
Presenter(s): Luis G. Dopico
Description: A lighthearted overview of the historical origins of credit unions’ distinctive vocabulary.
Learn where the terms “credit unions,” “shares” and “dividends” all come from, in addition to the sometimes quirky origins of several other financial terms.
Appropriate Audience:
Anyone!
Presenter(s): Luis G. Dopico
Learn more about the presentations we offer or schedule your own by reaching out to our team via the form below!
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