Outsourcing to Third Parties and Vendor Management

Increasingly, credit unions are looking to outsourcing as a way to offer a wider array of products and services, minimize costs and risk and achieve greater efficiency and expertise. This session covers the due diligence requirements when outsourcing a critical or high risk function or service.

Successfully Merging Organizational Cultures

Merging organizations is a difficult, time consuming task. If done incorrectly, the negative impact on the membership and staff can take years to overcome. Further, the organization may never generate the growth anticipated by the merger architects. In this session, learn how to properly approach a merger, and ensure that the merging cultures blend well, increasing the opportunity to emerge from the process aligned, energized and poised for growth.

Leveraging the Power of Partnership

The multi-credit union owned MBL CUSO from concept to reality: how to develop the most efficient and cost effective model for business lending.

Policies and Procedures

Learn how to develop effective and comprehensive policies and procedures for your credit union.