South Carolina Credit Union Management Association (SCCUMA)
Topics & Objectives
Please note that the Topics/Objectives listed below are subject to change.
Implementing Organizational Change
Jim Mathis
Organizational change requires thoughtful planning and implementation, combined with an unwavering commitment. You’ll look at the key ingredients for successful change and learn how to avoid the common pitfalls. You’ll discover an eight step model of organizational change and take home a checklist to assess your credit union’s readiness.
Strategic Planning
David Reed
Yes, it’s time to dust off that strategic plan! Examiners are being instructed to review strategic and business planning processes to determine if credit unions are adequately addressing this vital need. You’ll gain strategies for creating effective plans.
Vendor Due Diligence and Effective Vendor Management
David Reed
Here’s another NCUA hot topic! Every credit union entrusts sensitive member information to third party vendors. Learn about the regulatory requirements for vendor due diligence and know how to create an effective vendor management program.
Economic Update
Ben Rast
Get an update on how U.S. and global financial events may affect the economy, interest rates, and ultimately your credit union’s performance. Discuss the trends in savings and loan activity, and weigh the influence of economic events on growth for 2008.
Helping Members Recover From the Sub-Prime and Mortgage Crisis
Bill Myers
Decreasing home values, combined with rising payments will put many members into serious financial trouble. Foreclosure rates tripled during 2007 and the inventory of unsold homes is at an all-time high. And worst of all, you may not know a member is in trouble until it’s too late. Learn about creative ways to reach out to members who need help, even if you don’t currently offer mortgages.
For more program content information or to request a brochure call 800-356-9655, ext. 4882, or email abollman@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.