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Educational Resources - Operations

Accelerate Digital Small Business Lending

Tuesday, February 13, 2024


Balance Sheet Paralysis


An Interest Rate Risk Dilemma webinar with Joe Kennerson, Managing Director and Eric Poulin, Senior Consultant with Darling Consulting Group.

Branch Transformation


How Technology Can Make Your Branches Better Faster and Safer

Coffee and Learn with Gentreo


Solving the Liquidity Challenge


Presented by the Darling Consulting Group

Trellance - Prescriptive Analytics Tools Overview 2022

(Streamed December 13, 2022)

BSA Training 2023

(Streamed December 9, 2022)

Training Network - Managing Change

(Streamed December 8, 2022)

The HR Cure

The HR Cure: Lunch & Learn with EANE Employers Association of the NorthEast S1E1: The Value and Services of EANE (Livestreamed October 7, 2022)

Featuring Allison Ebner VP, Member Relations & Partnerships, EANE 

Ron Draper President/CEO, Somerville's Credit Union 

Laura Ybarra President/CEO, AllCom Credit Union 

Hosted by Walt Laskos Chief Communications Officer, CCUA

Funds Transfers

Funds Transfers: New Technologies, Compliance and the Future Video Streamed: July 25, 2022 | 1:00 PM


Adam Swartzbaugh, CEO & Founder, Almond Fintech 

Adam earned his Bachelor of Arts (B.A.) in International Relations at Brown University. He holds several Masters Degrees, including a Master of Arts (M.A.) from Brown in Development Studies, a Masters in Business Administration (M.B.A.) as a Legatum Fellow and Tillman Scholar at the MIT Sloan School of Management, and a Masters in Public Administration (M.P.A.) as a Center for Public Leadership Fellow at the Harvard Kennedy School

Yunus Sevimli, CTO & Co-Founder, Almond Fintech 

Yunus earned both his Bachelor of Science (B.S.) and Masters of Science (M.S.) in Mechanical Engineering from Johns Hopkins University. He went on to earn his Masters of Business Administration (M.B.A.) from the MIT Sloan School of Management.

Mohammad Hamdy, Head of Law & Public Policy, Almond Fintech 

Mohammad earned a LL.M.,Law and S.J.D., International Economic Law, Harvard Law School, and Visiting Assistant Professor, Yongxiong Fellow, Tulane University, Editor In Chief For Policy, This Week in Fintech.

Jeff Kern, Chief Compliance Officer, Almond Fintech 

Jeff's background includes Legal, Regulatory Affairs, Compliance, and Risk roles at Coinbase, Google, bitFlyer, and VAAC.

Compliance Issues

Compliance Issues Challenging Credit Unions Today (Streamed LIVE - JUly 12, 2022)


Erin O’Hern – Vice President Strategic Initiatives, ViClarity 

Chuck Uguccini – Manager, Compliance & Advisor Services, ViClarity 

Crystal Sagum – Compliance Officer, ViClarity


Walt Laskos - Chief Communications Officer, CCUA

Exploring the Value: Partnership with the Defense Credit Union Council

Webinar aired May 23, 2022

Host: Walter Laskos, Chief Communications Officer, CCUA
Guest: Tony Hernandez, President/CEO, Defense Credit Union Council


An informational webinar designed to introduce CCUA Member Credit Unions to the services of DCUC and the value it can bring to the veterans among your membership.  

Chances are good that there are scores of military veterans within your membership constantly seeking information and guidance pertaining to them and their service to our country. Now through a new affiliation between the Cooperative Credit Union Association and the Defense Credit Union Council (DCUC), your credit union will have access to news and informational updates to share with your member veterans on DCUC’s advocacy efforts and support services.  

Since 1963, DCUC's mission is to act as the primary liaison to the Department of Defense for defense credit unions and is the Department's principal conduit to defense credit unions on military bases stateside and overseas. Whether working strategic or operational issues, or addressing regulatory or legislative matters, the Defense Council's close working relationship with DoD has ensured members of the United States Armed Forces and their families are provided financial services in the finest traditions of the credit union philosophy.  

Learn how your credit union can tap this valuable new channel of information tailored specifically to the veterans who belong to your credit union. 


Special Monthly Benefits
Veteran Pension
Recognition Video by DCUC and Armed Forces Financial Network

Defense Credit Union Council

Better Way to Do Vendor Management

(Streamed Jan 27, 2022)

CCUA-CMG/Part 2 - Economic and Financial Market Review

Webinar aired May 23, 2022

Is CDFI a Good Fit for Your Credit Union

Webinar streamed October 1, 2021) 


Pablo DeFilippi, Inclusiv 

Chriselle Martinez, Inclusiv

 Blanche Jackson, Stepping Stones Community Federal Credit Union 

Jody Rathbun-Briggs, Greylock Federal Credit Union Tim Smith, Workers Credit Union 


Walt Laskos, CCUA

CCUA - CMG Series Part 1

PART 1: Maximizing the Credit Union's Income 

featuring Jeff Davenport (Presented Sept 30, 2021)

Reimagine ALCO

Aired Aug. 19, 2021