A Virtual Roundtable is an online session designed to share knowledge, insights and experiences among Council members. Content is focused on a specific topic of interest or concern to credit unions and speakers range from an individual subject matter expert to panels of practitioners.
4 Ways to Learn
- Attend Live
- Written Executive Summaries
- Archive Session Videos
- Presentation Slides
To access the archive with slides, video, and written summaries click the title in the list below under "Past Roundtables".
Cross-Council Upcoming Roundtables
Past Roundtables08.29.2019 - The Shifting Payments Landscape - Can Credit Unions Afford...
08.28.2019 - An Insider's Guide to the Awards Programs
08.27.2019 - CUFX Success Stories
08.20.2019 - Investments Update - Where do we go from here?
08.20.2019 - The (un)Sales Meeting: Making Training Memorable to Get Results
07.31.2019 - Awareness Deep Dive for Marketing & BD Council
07.30.2019 - Awareness Deep Dive for Finance Council
07.23.2019 - Councils Community + File Library Tour
07.18.2019 - The 2019 Credit Union Industry Cyber Scorecard
07.16.2019 - 10 Ways to Rock Your Council Membership
07.16.2019 - Thomson Reuters Checkpoint Training
07.09.2019 - CUNA Awareness Update
06.26.2019 - Ad Strategies for the Connected Over-the-Top (OTT) Consumer
06.20.2019 - The Member Experience – from Disruption to Differentiation
05.29.2019 - Building a SEG CRM from the Ground Up
05.16.2019 - Great Ideas from the Excellence Awards
05.14.2019 - Social Media in the Trenches - Two Marketers Speak
05.08.2019 - Cybersecurity - The IS Journey
04.25.2019 - What's Trending in Social Media for Credit Unions
04.11.2019 - Hot Topics in Member Business Lending
04.10.2019 - Next Level Commitment Through Content Marketing
04.04.2019 - Councils Community + File Library Tour
04.03.2019 - 10 Ways to Rock Your Council Membership
04.02.2019 - Of Ants & Digital Giants – Today's Fintech Update
03.27.2019 - Are you on track in your CECL Journey?
03.06.2019 - The 2019 CIO Agenda: Securing a New Foundation
02.27.2019 - Member Feedback Loops: Data into Action
02.26.2019 - Internal Communication Strategy
02.21.2019 - Getting Phishy with Social Engineering Training
01.30.2019 - CUNA Business Lending Roundtable
01.17.2019 - Councils Community Tour
01.15.2019 - 10 Ways to Rock Your Council Membership
12.13.2018 - Journey Mapping your New Hire Onboarding Experience
12.12.2018 - Thomson Reuters Checkpoint Training
12.05.2018 - Staff Coaching and Accountability
11.27.2018 - Leading the way in Cloud Technologies
11.13.2018 - Weathering the Storm: Rates, Recession, and Risk
10.24.2018 - Personalization - the Next Evolution of Digital Communication
10.18.2018 - Using CECL to Create a Culture of Analytics
10.16.2018 - Show Me the Money! Demonstrating the ROI for Training...
10.02.2018 - Great Ideas from Excellence Award Winners
09.19.2018 - Lending Regulations - what you need to know
09.19.2018 - Thomson Reuters Checkpoint Training
08.30.2018 - Loan Participations - Achieving Yield & Mitigating Risk
08.30.2018 - Councils Community Tour
08.29.2018 - Positioning Your Company for Growth Using Emotional Data
08.28.2018 - 10 Ways to Rock Your Council Membership
08.23.2018 - Staffing Models for New Branch Designs
08.01.2018 - Consumers Are Weird: How Irrational Behavior Impacts Your...
07.24.2018 - Thomson Reuters Checkpoint Training
07.17.2018 - Enterprise Risk Management
06.27.2018 - The Lending Council Oscars: Great Ideas from the Excellence...
06.20.2018 - CUFX Success Stories
06.19.2018 - Financial Wellness Programs: Creation, Implementation and Results
06.12.2018 - CU Awareness Program Update: Getting Involved
06.05.2018 - Lending Simplification: A Strategic Initiative
05.17.2018 - The Alchemy of Increasing Member Share of Wallet
05.15.2018 - The Technology Council Oscars: Great Ideas from the Excellence...
05.14.2018 - Risk Based Lending: Part 2 – Three Credit...
05.10.2018 - Leader as Coach
05.01.2018 - Speak Softly and Carry a Big Lawyer - Emerging...
04.17.2018 - 10 Ways to Rock Your Council Membership
04.11.2018 - The Ops & Member Experience Oscars: Great Ideas from...
04.04.2018 - NCUA Supervisory & Examination Priorities for 2018
03.29.2018 - Empowering Leaders and Staff
03.29.2018 - Risk Based Lending: Part 1 – The 7 Things...
03.28.2018 - Gartner Top 10 Strategic Predictions for 2018 and Beyond
03.27.2018 - Member Onboarding: Be More than a Good First Date
03.06.2018 - Hiring, Identifying and Developing Talent to Create a Digital...
02.21.2018 - Smart Deposit Strategy - NOW not Later
01.31.2018 - Thomson Reuters Checkpoint Training
01.18.2018 - Councils Community Tour
01.16.2018 - 10 Ways to Rock Your Council Membership
12.14.2017 - Rate Environment Trends and new Accounting Standards Update
11.28.2017 - The HR Council Oscars: Great Ideas from the Excellence...
11.07.2017 - What is Member Experience?
11.01.2017 - Managing Risk and Capital in Your Credit Union; Setting...
10.26.2017 - Driving Member Engagement and Experience Using Data
10.25.2017 - You're hired! Recruitment strategies to attract top talent...
10.12.2017 - Thomson Reuters Checkpoint Training
09.28.2017 - Charitable Accounts
09.26.2017 - Mobile Lending Landscape - Are you ready to compete?
09.14.2017 - Digital Media Buying Essentials: How to Get Started, Measure...
08.21.2017 - Social Engineering – How “Hack Proof” are you?
08.10.2017 - Standing 'O.U.T.' during Events
08.02.2017 - CUNA - League Compliance Resources
07.20.2017 - New Lending Strategies for a New Market
07.17.2017 - Define and Manage Your Organizational Culture to Achieve Results
06.29.2017 - Gartner Analyst Update on Cybersecurity
06.08.2017 - Beware the Incentive Trap
05.18.2017 - The Tech Council Oscars: Great Ideas from the Excellence...
05.16.2017 - CUNA Awareness Campaign Initiative
05.11.2017 - How Trending Tech is Evolving Member Self Service and...
05.04.2017 - Operations, Sales & Service Council Membership Update
05.02.2017 - Councils Community Tour
04.27.2017 - 10 Ways to Rock Your Council Membership
04.25.2017 - The OpSS Oscars: Great Ideas from the Excellence Awards
04.06.2017 - Effective Project Management as a Competitive Advantage
04.04.2017 - Paperless Lending: The Good, the Bad, and the Ugly
03.22.2017 - CUFX Delivers Real Results for Credit Unions
03.14.2017 - Building a “Cooperative” Brand
02.16.2017 - NCUA Supervisory & Examination Priorities for 2017
01.31.2017 - CUNA Councils Community Live Tour
01.26.2017 - Improving Team Performance with Data Driven Decisions
01.24.2017 - 10 Ways to Rock Your Council Membership
11.10.2016 - MyInstaSnapTweetBook: Five things you need to know about metrics...
10.21.2016 - Thomson Reuters Checkpoint Training
10.06.2016 - The HR Council Oscars: Great Ideas from the Excellence...
10.05.2016 - Redefining Your Lending Approach Under Changing Capital Standards
10.04.2016 - 360° BD: 8 ways to make or break your...
09.20.2016 - How CUs Are Using Business Intelligence and Data Analytics
09.15.2016 - The Peer-to-Peer Lending Landscape