Join us for an in-depth and enlightening webinar designed specifically for senior executives and leaders in the credit union sector. We will delve into three critical financial challenges that credit unions face today and explore effective strategies to mitigate them.
- Funding Growth: We all know growth is required for success. The costs of people and technology are only going in one direction. Revenue growth is the best alternative, but how do we find the funding in the hyper-competitive environment we are dealing with today? A new, more diversified, and innovative funding strategy is a step in the right direction.
- Preparing for Rapid Change: So, you think we have seen it all in the last three years? Maybe. Maybe not. It's the planning season. Has your planning process incorporated the potential for rapid change? How many different potential scenarios are you talking about and modeling? What are the triggers that will signify the need to divert from the plan faster than your competitors?
- Team Development and Retention: Everyone knows this is an issue. While credit unions are certainly a great place to be, they are still relatively small industries in an increasingly difficult staffing environment. How does your culture and pay scale opportunity match up with the other opportunities just in the credit union and, yes, the banking world?
This webinar will feature real-world experiences from banking leaders, case studies, and actionable advice to help your institution navigate these challenges with confidence.
Speakers:
Dorcas Riley, CPA, Community Bank and Credit Union Practice Leader
Dorcas is an experienced Financial Executive with a proven track record driving efficiencies in financial reporting and business operations. Dorcas also has expertise in financial reporting for large corporations, community banks, small businesses, and non-profit organizations.
Tim Smith, CPA, Client Service CFO
Tim is an experienced CFO with strong credit union experience. He is a qualified leader with experience in developing and continuously improving the member experience, managing risk, advancing technology, investing in team and culture development, and providing value to our community and industry.
