Small Credit Union Series Archive
Welcome to the Small Credit Union Series—a premier annual webinar series designed exclusively for small credit unions. Our webinars provide valuable insights, innovative strategies, and practical resources tailored to the unique challenges and opportunities faced by smaller institutions. Each year, we bring together industry experts and thought leaders to share their knowledge and foster meaningful dialogue that drives success in today's competitive financial landscape.
Below, you'll find recordings of past Small Credit Union Series webinars. Whether you're looking to catch up on missed sessions or revisit key discussions, our archive offers a wealth of information to support your growth and strategic planning. Explore the recordings to stay informed, gain fresh perspectives, and connect with a community dedicated to advancing the mission of small credit unions.
2026 Small CU Webinar Series
| Date | Speakers | Title |
|---|---|---|
| April 7 | Reseda Group: Eric Loehr, Chief Revenue Officer at Reseda Group Posh: Kathy Sianis, Senior Vice President of Client Success and Partnerships at Posh | Session 1 - Expanding Financial Education and Elevating Member Experience with AI |
| April 14 | InfoSight: Glory LeDu, CEO at League InfoSight and CU Risk Intelligence ViClarity: Crystal Streeper, Director of League Services at ViClarity | Session 2 - InfoSight360 and Compliance Roundtable |
| April 21 | Employers Association of the NorthEast (EANE) Pam Thornton, Director of Strategic HR Services at EANE | Session 3 - Solving the Talent Equation |
| April 28 | Lisa Pavelski, Director of Digital Capabilities at TruStage | Session 4 - Building Digital Strategies |
2025 Small CU Webinar Series
| Date | Speakers | Title |
|---|---|---|
| April 1 | Farwell: Successful Succession Planning | Session 1 |
| April 8 | Ascent: Real-Time Data, Real-World Impact Clutch: Transforming Credit Unions into Fintech Lending Leaders | Session 2 |
| April 15 | Posh: Bridging the Service Gap: How Small Credit Unions Can Compete with AI MemberClose: Mortgage Update—Current Environment & Changes | Session 3 |
| April 22 | EANE: Leading Through Change: Navigating the Evolving Workplace | Session 4 |
| April 29 | Nudge Money: Attracting Gen Z with Marketing & Data Reseda Group: How Credit Union can Innovate, Regardless of Size | Session 5 |
2024 Small CU Webinar Series
| Date | Speakers | Title |
|---|---|---|
| April 9 | Michael Petrone and Jessica Avery | TruStage Robbery Training and CCUA Compliance Hot Topics |
| April 16 | Joe Hileman and Diane Gagne | Blue U Defense Drugs in the Workforce and New England Money Cash Recyclers |
| April 23 | Joe Woods and Doug MacDonald | Marketing for Any Budget and ATM Fleet Management |
| April 30 | Kevin Joly | Employers Association of the Northeast Top 5 Mistakes in Human Resources |
2023 Small CU Webinar Series
| Date | Speakers | Title |
|---|---|---|
| August 29 | InfoSight, Webinar Network, Human Emergence Group | Session 1 |
| September 12 | QCash | Zest AI | MCC Direct | ShareTech | Session 2 |
| September 19 | Synergent | TruStage | Posh | Session 3 |
| September 26 | Amazon Business | CU Card | Dolphin Debit | Session 4 |
| October 3 | Vero Solutions | MemberClose | Tetto5G | Session 5 |
