Clear All
February
09feb9:00 amRestoring Your Credit Unions Purpose
RELEASE DATE: FEBRUARY 9, 2026ANTICIPATED DURATION: 90 MINUTES You may not think about it often, but credit unions were created by
RELEASE DATE: FEBRUARY 9, 2026
ANTICIPATED DURATION: 90 MINUTES
You may not think about it often, but credit unions were created by law to serve a purpose. the Federal Credit Union Act of 1934 states that credit unions exist to promote thrift, provide credit at reasonable rates, serve people of limited or modest means, and operate as not-for-profit cooperatives that return value to members.
However, as legally purpose-based organizations, many of us operate on purpose autopilot. We assume our staff, boards, and communities understand why we exist.
In this webinar, we’ll explore why purpose is more than a feel-good concept. We’ll share data showing that purpose-driven organizations consistently outperform their profit-focused peers in engagement, loyalty, and long-term impact.
Most importantly, we’ll talk about what it means to revitalize your purpose for today’s world. You’ll learn how to dust off an outdated purpose statement and co-create a modern, relevant one alongside Gen Y and Gen Z, generations who are actively choosing organizations that stand for something meaningful.
Since 1996, Tim Harrington has been President of T.E.A.M. Resources, a firm which provides consulting, strategic planning, and training to large and small credit unions from coast-to-coast. Tim was formerly the Chairman of the Board of a $150 million credit union in Tucson, Arizona, and, prior to that, an Associate Partner with the nation’s 3rd largest auditor of credit unions. As an expert in the field of credit unions, Tim has provided consulting and training for tens of thousands of credit union representatives.
LEARNING METHOD This training is available as an on-demand webinar, organized into chapters. Learners can choose to watch individual chapters or complete the entire program. Unlimited testing is provided as the last chapter.
EXPIRY NOTE: eTrain reserves the right to expire program links that may include information no longer valid such as regulation and rule changes. In most cases, we will expire a program no more than 4 weeks prior to an updated version being released. Expired programs will still appear in your My Account details area with EXPIRED and the year of the release in the title field. However, you will not be able to view the training or access the handouts.
February 9, 2026 9:00 am(GMT-07:00)
11feb12:00 pm2:00 pm@Lunch: Accounting/CFOs
Accounting staff and CFOs from Utah’s credit unions are invited to join us at this roundtable on February 11th, where you can discuss pressing (or
Accounting staff and CFOs from Utah’s credit unions are invited to join us at this roundtable on February 11th, where you can discuss pressing (or not pressing) issues on your mind.
The discussion will be moderated by Association staff, with a few topics to lead off (to be determined), followed by an open forum to discuss any other topics attendees may have on their minds.
The roundtable will last as long as there’s compelling discussion.
Participants will enjoy a complimentary lunch.
If you would like to attend this event, please RSVP to Antonia Scott at as@utahscreditunions.org
If you’re not a credit union professional in this discipline but work in a specific operational area at one of our Utah credit unions and would like to join a roundtable, take a look at our list of other roundtables. If there’s not one that meets your interests, please let us know at liz@utahscreditunions.org.
February 11, 2026 12:00 pm – 2:00 pm(GMT-07:00)
Association Office
455 E 500 S, Suite 400
12feb12:00 pm1:00 pmImpact Power Hour: Impact In Action
Impact In Action: How CUs Are Meeting Community Needs Without a CRA Mandate Community needs are high. Expectations are higher. And credit
Impact In Action: How CUs Are Meeting Community Needs Without a CRA Mandate
Community needs are high. Expectations are higher. And credit unions are being watched — by communities, partners, and policymakers alike.
Impact Power Hour: Impact in Action is an engaging, real-talk webinar focused on what’s working right now. Through interactive polls and practical guidance, we’ll unpack how community impact actually works — from design and funding to measurement and sustainment — then sharpen how we tell the story in ways that resonate with members, media, and legislators. You’ll leave with tangible takeaways and a stronger ability to prove, position, and protect the credit union impact model, without a CRA mandate. The Impact Power Hour webinar series is a valuable resource for credit unions seeking to enhance their social impact, drive sustainable growth, and make a lasting difference in their communities.
This is a benefit of your membership. Questions? Contact Amanda Merz at amandam@ccul.org
February 12, 2026 12:00 pm – 1:00 pm(GMT-07:00)
19feb10:00 am12:00 pmCompliance Essentials: Accounts for Immigrants and US Non-Citizens
Join us for an informative and actionable webinar designed to help credit unions confidently and compliantly open loan and deposit accounts for immigrants and non-U.S.
Join us for an informative and actionable webinar designed to help credit unions confidently and compliantly open loan and deposit accounts for immigrants and non-U.S. citizens. As member demographics continue to diversify, ensuring equitable access while meeting regulatory requirements is more important than ever.
This session will provide clarity on the operational, legal, and compliance considerations involved in serving immigrant communities.
Topics include:
• CIP/KYC requirements and acceptable forms of identification
• Use of ITINs for deposit and loan accounts
• BSA/AML and OFAC screening considerations
• Fair lending and anti-discrimination risk areas
• Underwriting challenges and alternative credit evaluation
• Best practices for documentation, policy development, and staff training
Who Should Attend
• Compliance Officers
• Lending & Deposit Operations Teams
• Marketing & Member Experience Professionals
• Branch Managers & Frontline Staff
• Credit Union Executives and Risk Leaders
This training is provided at no charge as an Association member benefit.
February 19, 2026 10:00 am – 12:00 pm(GMT-07:00)
26feb12:00 pm2:00 pm@Lunch: ERM
Risk management staff from Utah’s credit unions are invited to join us at this roundtable on February 11th, where you can discuss pressing (or not
Risk management staff from Utah’s credit unions are invited to join us at this roundtable on February 11th, where you can discuss pressing (or not pressing) issues on your mind.
The discussion will be moderated by Association staff, with a few topics to lead off (to be determined), followed by an open forum to discuss any other topics attendees may have on their minds.
The roundtable will last as long as there’s compelling discussion.
Participants will enjoy a complimentary lunch.
If you would like to attend this event, please RSVP to Antonia Scott at as@utahscreditunions.org
If you’re not a credit union professional in this discipline but work in a specific operational area at one of our Utah credit unions and would like to join a roundtable, take a look at our list of other roundtables. If there’s not one that meets your interests, please let us know at liz@utahscreditunions.org.
February 26, 2026 12:00 pm – 2:00 pm(GMT-07:00)
Association Office
455 E 500 S, Suite 400
March
02mar9:00 amThe Boards Role in Fraud Mitigation
RELEASE DATE: MARCH 2, 2026ESTIMATED DURATION: 75 MINUTES Fraud –
RELEASE DATE: MARCH 2, 2026
ESTIMATED DURATION: 75 MINUTES
Fraud – financial institutions remain the number one industry affected by fraud. We face it from external forces, internally, and through scams our members face. How do we make sure our credit unions are doing everything they need to protect the assets? We will talk about common fraud schemes that all board members should be aware of, and your role in the fight against fraud!
Susan Landauer is a certified public accountant, with over 35 years of experience in the accounting and the financial services industry, most recently focusing for 20 years on forensic investigations. These forensic investigations include the tracing of hidden assets, net worth evaluations, embezzlements, and marriage and partnership dissolutions. She has qualified and testified as an expert witness in both federal and local courts.
LEARNING METHOD This training is available as an on-demand webinar, organized into chapters. Learners can choose to watch individual chapters or complete the entire program. Unlimited testing is provided as the last chapter.
EXPIRY NOTE: eTrain reserves the right to expire program links that may include information no longer valid such as regulation and rule changes. In most cases, we will expire a program no more than 4 weeks prior to an updated version being released. Expired programs will still appear in your My Account details area with EXPIRED and the year of the release in the title field. However, you will not be able to view the training or access the handouts.
March 2, 2026 9:00 am(GMT-07:00)
09mar9:00 amSuccession Planning Approaches for the Board’s Future
RELEASE DATE: MARCH 9, 2026ESTIMATED DURATION: 75 MINUTES Is your board ready to move forward into the future? Beyond a year
RELEASE DATE: MARCH 9, 2026
ESTIMATED DURATION: 75 MINUTES
Is your board ready to move forward into the future? Beyond a year at a time? A well thought-out succession plan is a necessary part of the plan. It needn’t be complicated or difficult either. Hear how to break this process down into concrete steps: define the competency needs of the board, outline the ideal diversity plan, create a flexible timeline, and start an evergreen recruitment process. This will establish continuity and avoid emergency circumstances.
Kevin Smith is Consultant and Publisher with TEAM Resources. He brings extensive experience in training, designing and implementing professional development resources to nourish the growth of leaders within the credit union industry. Kevin facilitates strategic planning processes, teaches Strategic Governance to Boards of Directors, and oversees the TEAM Resources board self-evaluation programs with credit unions nationwide. Kevin is co-author of A Credit Union Guide to Strategic Governance. This essential book helps Governance teams become as effective as possible.
Previously, Kevin spent 10 years at the Credit Union National Association (CUNA), in the Center for Professional Development as Director of Volunteer Education. During his tenure at CUNA, he created and brought several new programs to the credit union movement. One of these is the CUNA Volunteer Certification Program. He also created the CUNA Training On Demand series of downloadable training courses, and the CUNA Pressing Economic Issues series featuring the CUNA economists. Before joining CUNA, Kevin spent several years teaching at the University of Wisconsin-Whitewater.
LEARNING METHOD This training is available as an on-demand webinar, organized into chapters. Learners can choose to watch individual chapters or complete the entire program. Unlimited testing is provided as the last chapter.
EXPIRY NOTE: eTrain reserves the right to expire program links that may include information no longer valid such as regulation and rule changes. In most cases, we will expire a program no more than 4 weeks prior to an updated version being released. Expired programs will still appear in your My Account details area with EXPIRED and the year of the release in the title field. However, you will not be able to view the training or access the handouts.
March 9, 2026 9:00 am(GMT-06:00)
10mar6:00 pm8:00 pmCU Training Night: Ogden, UT
Please join Director of Compliance Support Heather Line for an evening of dinner, networking, and a bit of required training. By popular demand, our Spring
Please join Director of Compliance Support Heather Line for an evening of dinner, networking, and a bit of required training. By popular demand, our Spring 2026 Credit Union Training Nights will once again feature Volunteer Bank Secrecy Act (BSA) Training. This session satisfies annual BSA training requirements for board and supervisory committee members and will cover key Board BSA responsibilities, as well as recent and emerging BSA developments.
Credit union staff are welcome to attend; however, additional BSA training will be required to fully meet regulatory requirements.
Cost is $35 per person and includes dinner.
March 10, 2026 6:00 pm – 8:00 pm(GMT-06:00)
The Timbermine Steakhouse
1701 Park Blvd
11mar12:00 pm2:00 pm@Lunch: HR/Org Development
Human Resource and Organizational Development staff from Utah’s credit unions are invited to join us at this roundtable on March 11th, where you can discuss pressing (or not
Human Resource and Organizational Development staff from Utah’s credit unions are invited to join us at this roundtable on March 11th, where you can discuss pressing (or not pressing) issues on your mind.
The discussion will be moderated by Association staff, with a few topics to lead off (to be determined), followed by an open forum to discuss any other topics attendees may have on their minds.
The roundtable will last as long as there’s compelling discussion.
Participants will enjoy a complimentary lunch.
If you would like to attend this event, please RSVP to Antonia Scott at as@utahscreditunions.org
If you’re not a credit union professional in this discipline but work in a specific operational area at one of our Utah credit unions and would like to join a roundtable, take a look at our list of other roundtables. If there’s not one that meets your interests, please let us know at liz@utahscreditunions.org.
March 11, 2026 12:00 pm – 2:00 pm(GMT-06:00)
Association Office
455 E 500 S, Suite 400
12mar10:00 am11:00 amFinancial Counselor Academy
Register for our one and only session in 2026 The California Credit Union League, Nevada’s Credit Unions, and Utah’s
Register for our one and only session in 2026
The California Credit Union League, Nevada’s Credit Unions, and Utah’s Credit Unions in conjunction with the Richard Myles Johnson (RMJ) Foundation are pleased to provide the Financial Counselor Academy.
Designed to greatly enhance the self-study Financial Counseling Certification Program (FiCEP) offered by the America’s Credit Unions, this 13-week program uses America’s Credit Unions FiCEP edition 6 digital textbook as a learning foundation and adds elements to help participants easily grasp and retain counseling concepts and knowledge. Our engaging and interactive webinars use relevant examples and our fill-in-the blank study guides and live exam prep session help reinforce the knowledge you need to pass the exam and effectively perform your counseling duties.
Online sessions March 12 through May 21.
Online testing will take place May 28, June 1 and June 2.
In-person capstones will be June 16 (Salt Lake City).
March 12, 2026 10:00 am – 11:00 am(GMT-06:00)
19mar10:00 am12:00 pmCompliance Essentials: Mid-Year Compliance Update
More details and registration coming soon!
More details and registration coming soon!
March 19, 2026 10:00 am – 12:00 pm(GMT-06:00)
20mar(mar 20)11:00 am21(mar 21)2:00 pm2026 Credit Union Summit
The CU Summit is Utah’s premier credit union conference—bringing together credit union professionals from across the state, representing every role from tellers to CEOs. Join
The CU Summit is Utah’s premier credit union conference—bringing together credit union professionals from across the state, representing every role from tellers to CEOs. Join Utah’s Credit Unions for an exciting two-day event at the Hilton Salt Lake Downtown, where dynamic speakers will present on various topics geared for credit union executives, management, staff, and volunteers!
The registration fee is per credit union and based on credit union asset size. Unlimited staff and volunteers from a registered credit union can attend. The fee chart is below.
0-9 Million in Assets . . . . . . . . . . . . . . . . . . . . . . . . . $0.00
10-25 Million in Assets . . . . . . . . . . . . . . . . . .. . . . $350.00
25-50 Million in Assets . . . . . . . . . . . . . . . . . .. . . . $750.00
51-100 Million in Assets . . . . . . . . . . . . . . . . .. . .$1,500.00
101-150 Million in Assets . . . . . . . . . . . . . . . . . . $2,250.00
151-200 Million in Assets . . . . . . . . . . . . . . . . . . $3,250.00
201-500 Million in Assets . . . . . . . . . . . . . . . . . . $3,550.00
500 Million-1 Billion . . . . . . . . . . . . . . . . . .. . . . . $4,000.00
1 Billion-10 Billion . . . . . . . . . . . . . . . . . . . . . . . . $4,750.00
10 Billion + . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$5,500.00
If you have not pre-paid your registration fee with your Annual Dues payment, your credit union will be invoiced at the conclusion of the event.
If you are a business partner interested in participating in the event, please visit our exhibitor website at this link.
March 20, 2026 11:00 am – March 21, 2026 2:00 pm(GMT-06:00)
Hyatt Regency Salt Lake City
170 W South Temple
24mar6:00 pm8:00 pmCU Training Night: Salt Lake City
Please join Director of Compliance Support Heather Line for an evening of dinner, networking, and a bit of required training. By popular demand, our Spring
Please join Director of Compliance Support Heather Line for an evening of dinner, networking, and a bit of required training. By popular demand, our Spring 2026 Credit Union Training Nights will once again feature Volunteer Bank Secrecy Act (BSA) Training. This session satisfies annual BSA training requirements for board and supervisory committee members and will cover key Board BSA responsibilities, as well as recent and emerging BSA developments.
Credit union staff are welcome to attend; however, additional BSA training will be required to fully meet regulatory requirements.
Cost is $35 per person and includes dinner.
March 24, 2026 6:00 pm – 8:00 pm(GMT-06:00)
Legends Pub & Grill
677 S. 200 W.
31mar6:00 pm8:00 pmCU Training Night: Provo, UT
Please join Director of Compliance Support Heather Line for an evening of dinner, networking, and a bit of required training. By popular demand, our Spring
Please join Director of Compliance Support Heather Line for an evening of dinner, networking, and a bit of required training. By popular demand, our Spring 2026 Credit Union Training Nights will once again feature Volunteer Bank Secrecy Act (BSA) Training. This session satisfies annual BSA training requirements for board and supervisory committee members and will cover key Board BSA responsibilities, as well as recent and emerging BSA developments.
Credit union staff are welcome to attend; however, additional BSA training will be required to fully meet regulatory requirements.
Cost is $35 per person and includes dinner.
March 31, 2026 6:00 pm – 8:00 pm(GMT-06:00)
La Jolla Groves
4801 North University Ave, Suite 600
April
01apr10:00 am11:00 amIgnite Leadership Series: How to Fix Your Culture
You can’t fix a bad culture or intentionally create a great culture if you don’t know what the components are that make it up. This
You can’t fix a bad culture or intentionally create a great culture if you don’t know what the components are that make it up. This talk dives into what business culture actually is. People toss the word around, but don’t really know what makes up the culture. Is it Ping Pong, Bean Bags, or Work from Home?
This session describes what Culture is, why it’s important, and most importantly, identifies the 4 components and 16 subcomponents that make up culture. If companies want to have a great culture, they need to be addressing all 16 subcomponents consistently through the organization or people will sniff out the inconsistencies and struggle to engage. Engagement only happens when people align with these components.
Who is the Ignite Series for? The Ignite Series is designed to enhance your leadership skills and help you become your best leader. It will be valuable to anyone in your organization who leads a team, from the frontline to the CEOs.
Registration open!
April 1, 2026 10:00 am – 11:00 am(GMT-06:00)
06apr9:00 amComprehensive Guide to Onboarding Directors
RELEASE DATE: APRIL 6, 2026ESTIMATED DURATION: 75 MINUTES It’s become cliché to mention how much more complex credit unions are and
RELEASE DATE: APRIL 6, 2026
ESTIMATED DURATION: 75 MINUTES
It’s become cliché to mention how much more complex credit unions are and by default credit union board work. But even as we take that fact for granted board orientation programs have often not kept up that pace and are lacking. It’s imperative that new board members get up to speed as quickly as possible and have a full understanding of the work. In this session, Kevin Smith will provide an overview of a comprehensive orientation program and provide an approach to customizing your program.
This session will cover:
Kevin Smith is Consultant and Publisher with TEAM Resources. He brings extensive experience in training, designing and implementing professional development resources to nourish the growth of leaders within the credit union industry. Kevin facilitates strategic planning processes, teaches Strategic Governance to Boards of Directors, and oversees the TEAM Resources board self-evaluation programs with credit unions nationwide. Kevin is co-author of A Credit Union Guide to Strategic Governance. This essential book helps Governance teams become as effective as possible.
Previously, Kevin spent 10 years at the Credit Union National Association (CUNA), in the Center for Professional Development as Director of Volunteer Education. During his tenure at CUNA, he created and brought several new programs to the credit union movement. One of these is the CUNA Volunteer Certification Program. He also created the CUNA Training On Demand series of downloadable training courses, and the CUNA Pressing Economic Issues series featuring the CUNA economists. Before joining CUNA, Kevin spent several years teaching at the University of Wisconsin-Whitewater.
LEARNING METHOD This training is available as an on-demand webinar, organized into chapters. Learners can choose to watch individual chapters or complete the entire program. Unlimited testing is provided as the last chapter.
EXPIRY NOTE: eTrain reserves the right to expire program links that may include information no longer valid such as regulation and rule changes. In most cases, we will expire a program no more than 4 weeks prior to an updated version being released. Expired programs will still appear in your My Account details area with EXPIRED and the year of the release in the title field. However, you will not be able to view the training or access the handouts.
April 6, 2026 9:00 am(GMT-06:00)
08apr12:00 pm2:00 pm@Lunch: Collections
Collections staff from Utah’s credit unions are invited to join us at this roundtable on April 8th, where you can discuss pressing (or not pressing)
Collections staff from Utah’s credit unions are invited to join us at this roundtable on April 8th, where you can discuss pressing (or not pressing) issues on your mind.
The discussion will be moderated by Association staff, with a few topics to lead off (to be determined), followed by an open forum to discuss any other topics attendees may have on their minds.
The roundtable will last as long as there’s compelling discussion.
Participants will enjoy a complimentary lunch.
If you would like to attend this event, please RSVP to Antonia Scott at as@utahscreditunions.org
If you’re not a credit union professional in this discipline but work in a specific operational area at one of our Utah credit unions and would like to join a roundtable, take a look at our list of other roundtables. If there’s not one that meets your interests, please let us know at liz@utahscreditunions.org.
April 8, 2026 12:00 pm – 2:00 pm(GMT-06:00)
Association Office
455 E 500 S, Suite 400
09apr6:00 pm8:00 pmCU Training Night: Price, UT
Please join Director of Compliance Support Heather Line for an evening of dinner, networking, and a bit of required training. By popular demand, our Spring
Please join Director of Compliance Support Heather Line for an evening of dinner, networking, and a bit of required training. By popular demand, our Spring 2026 Credit Union Training Nights will once again feature Volunteer Bank Secrecy Act (BSA) Training. This session satisfies annual BSA training requirements for board and supervisory committee members and will cover key Board BSA responsibilities, as well as recent and emerging BSA developments.
Credit union staff are welcome to attend; however, additional BSA training will be required to fully meet regulatory requirements.
Cost is $35 per person and includes dinner.
April 9, 2026 6:00 pm – 8:00 pm(GMT-06:00)
Juniper Kitchen
150 N Hospital Drive
13apr9:00 amBoard Evaluations for Higher Performance
RELEASE DATE: APRIL 13, 2026ESTIMATED DURATION: 75 MINUTES Credit union boards spend plenty of time in discussion and debate. It’s familiar
RELEASE DATE: APRIL 13, 2026
ESTIMATED DURATION: 75 MINUTES
Credit union boards spend plenty of time in discussion and debate. It’s familiar territory. But what if the board could go through a regular alignment process that would reduce friction, increase performance and create a more efficient group? Through the calibration process, boards can quickly and easily map out where members are in relation to each other on critical issues of governance and oversight, then have calculated conversations make sure that everyone has the same vision and direction for the organization.
In this session you will:
Kevin Smith is Consultant and Publisher with TEAM Resources. He brings extensive experience in training, designing and implementing professional development resources to nourish the growth of leaders within the credit union industry. Kevin facilitates strategic planning processes, teaches Strategic Governance to Boards of Directors, and oversees the TEAM Resources board self-evaluation programs with credit unions nationwide. Kevin is co-author of A Credit Union Guide to Strategic Governance. This essential book helps Governance teams become as effective as possible.
Previously, Kevin spent 10 years at the Credit Union National Association (CUNA), in the Center for Professional Development as Director of Volunteer Education. During his tenure at CUNA, he created and brought several new programs to the credit union movement. One of these is the CUNA Volunteer Certification Program. He also created the CUNA Training On Demand series of downloadable training courses, and the CUNA Pressing Economic Issues series featuring the CUNA economists. Before joining CUNA, Kevin spent several years teaching at the University of Wisconsin-Whitewater.
LEARNING METHOD This training is available as an on-demand webinar, organized into chapters. Learners can choose to watch individual chapters or complete the entire program. Unlimited testing is provided as the last chapter.
EXPIRY NOTE: eTrain reserves the right to expire program links that may include information no longer valid such as regulation and rule changes. In most cases, we will expire a program no more than 4 weeks prior to an updated version being released. Expired programs will still appear in your My Account details area with EXPIRED and the year of the release in the title field. However, you will not be able to view the training or access the handouts.
April 13, 2026 9:00 am(GMT-06:00)
23apr10:00 am12:00 pmCompliance Essentials: Account Administration: Beginner
More information and registration coming soon!
More information and registration coming soon!
April 23, 2026 10:00 am – 12:00 pm(GMT-06:00)
May
04may9:00 amThe Guide to Handling Unruly Directors
RELEASE DATE: MAY 4, 2026ESTIMATED DURATION: 75 MINUTES We’ve heard the stories, or experienced firsthand ourselves – yes – distracting or
RELEASE DATE: MAY 4, 2026
ESTIMATED DURATION: 75 MINUTES
We’ve heard the stories, or experienced firsthand ourselves – yes – distracting or unruly directors. They come in many forms and in some familiar stereotypes. Find out how you can manage unruly director behavior and keep your board on track to provide peak strategic value. This task belongs to every member of the board, not just to the board chair. Starting with good governance practices you can arm yourself with tools for:
Kevin Smith is Consultant and Publisher with TEAM Resources. He brings extensive experience in training, designing and implementing professional development resources to nourish the growth of leaders within the credit union industry. Kevin facilitates strategic planning processes, teaches Strategic Governance to Boards of Directors, and oversees the TEAM Resources board self-evaluation programs with credit unions nationwide. Kevin is co-author of A Credit Union Guide to Strategic Governance. This essential book helps Governance teams become as effective as possible.
Previously, Kevin spent 10 years at the Credit Union National Association (CUNA), in the Center for Professional Development as Director of Volunteer Education. During his tenure at CUNA, he created and brought several new programs to the credit union movement. One of these is the CUNA Volunteer Certification Program. He also created the CUNA Training On Demand series of downloadable training courses, and the CUNA Pressing Economic Issues series featuring the CUNA economists. Before joining CUNA, Kevin spent several years teaching at the University of Wisconsin-Whitewater.
LEARNING METHOD This training is available as an on-demand webinar, organized into chapters. Learners can choose to watch individual chapters or complete the entire program. Unlimited testing is provided as the last chapter.
EXPIRY NOTE: eTrain reserves the right to expire program links that may include information no longer valid such as regulation and rule changes. In most cases, we will expire a program no more than 4 weeks prior to an updated version being released. Expired programs will still appear in your My Account details area with EXPIRED and the year of the release in the title field. However, you will not be able to view the training or access the handouts.
May 4, 2026 9:00 am(GMT-06:00)
06may12:00 pm2:00 pm@Lunch: Lending
Lending staff from Utah’s credit unions are invited to join us at this roundtable on May 6th, where you can discuss pressing (or not pressing)
Lending staff from Utah’s credit unions are invited to join us at this roundtable on May 6th, where you can discuss pressing (or not pressing) issues on your mind.
The discussion will be moderated by Association staff, with a few topics to lead off (to be determined), followed by an open forum to discuss any other topics attendees may have on their minds.
The roundtable will last as long as there’s compelling discussion.
Participants will enjoy a complimentary lunch.
If you would like to attend this event, please RSVP to Antonia Scott at as@utahscreditunions.org
If you’re not a credit union professional in this discipline but work in a specific operational area at one of our Utah credit unions and would like to join a roundtable, take a look at our list of other roundtables. If there’s not one that meets your interests, please let us know at liz@utahscreditunions.org.
May 6, 2026 12:00 pm – 2:00 pm(GMT-06:00)
Association Office
455 E 500 S, Suite 400
17may(may 17)4:00 pm20(may 20)11:00 am2026 Executive Summit
Registration is opening soon for the 2026 Executive Summit in St. George, Utah, May 17–20, hosted at the stunning Black Desert Resort—a brand-new venue for
Registration is opening soon for the 2026 Executive Summit in St. George, Utah, May 17–20, hosted at the stunning Black Desert Resort—a brand-new venue for our event. Join fellow credit union C-suite leaders for an elevated summit experience that combines meaningful connections, inspiring scenery, and more interactive, practical education, designed to help you lead with clarity in a rapidly changing financial services landscape.
This year’s program offers the ideal balance of engaging learning, exclusive peer networking, and optional outdoor recreation. From facilitated discussions and hands-on sessions to guided hikes and curated activities, the 2026 Executive Summit is built for executives who want to sharpen strategy, strengthen leadership impact, and return energized with ideas they can put to work immediately.
May 17–20, 2026
Black Desert Resort, St. George, UT
Be sure to reserve your spot for our golf tournament at the Black Desert Golf Course on Monday, May 18. Space is limited—register early to secure your spot at this popular event
May 17, 2026 4:00 pm – May 20, 2026 11:00 am(GMT-06:00)
Black Desert Resort
1500 E. Black Desert Drive
June
03jun(jun 3)8:00 am04(jun 4)4:00 pm2026 CU ImpactWhere Credit Unions Shape Community Transformation
Join Us for Two Days of Impact, Innovation, and Community Investment! In 2026, CU Impact brings credit union leaders and practitioners together in Ventura, California—an agricultural hub uniquely
Join Us for Two Days of Impact, Innovation, and Community Investment!
In 2026, CU Impact brings credit union leaders and practitioners together in Ventura, California—an agricultural hub uniquely positioned for meaningful conversations about the economic, social, and environmental forces shaping our communities. This two-day experience brings together credit union leaders, community practitioners, and partners to explore timely, real-world issues through hands-on learning, shared dialogue, and place-based engagement.
With the expanded two-full-day format, attendees will have more time to connect, collaborate, and go deeper—building relationships, exchanging ideas, and developing strategies that translate directly into action. CU Impact 2026 is intentionally designed to support thoughtful conversation, meaningful learning, and lasting impact. Join us and be part of shaping what’s next for community-centered credit union leadership.
Registration opening soon!
June 3, 2026 8:00 am – June 4, 2026 4:00 pm(GMT-06:00)
10jun10:00 am11:00 amIgnite Leadership Series: Mastering Time Management with AI
This virtual event will introduce you to an innovative approach to time management that goes beyond the traditional to-do list. You’ll learn how to integrate AI-driven techniques to
This virtual event will introduce you to an innovative approach to time management that goes beyond the traditional to-do list. You’ll learn how to integrate AI-driven techniques to effectively organize, prioritize, and manage tasks for greater productivity and less stress.
Who is the Ignite Virtual Leadership Series for? The Ignite Series is designed to enhance your leadership skills and help you become your best leader. It will be valuable to anyone in your organization who leads a team, from the frontline to the CEOs.
Registration open!
June 10, 2026 10:00 am – 11:00 am(GMT-06:00)
17jun12:00 pm12:00 pm@Lunch: CEOs
CEOs from Utah’s credit unions are invited to join us at this roundtable on June 17th, where you can discuss pressing (or not pressing) issues
CEOs from Utah’s credit unions are invited to join us at this roundtable on June 17th, where you can discuss pressing (or not pressing) issues on your mind.
The discussion will be moderated by Association staff, with a few topics to lead off (to be determined), followed by an open forum to discuss any other topics attendees may have on their minds.
The roundtable will last as long as there’s compelling discussion.
Participants will enjoy a complimentary lunch.
If you would like to attend this event, please RSVP to Antonia Scott at as@utahscreditunions.org
If you’re not a credit union professional in this discipline but work in a specific operational area at one of our Utah credit unions and would like to join a roundtable, take a look at our list of other roundtables. If there’s not one that meets your interests, please let us know at liz@utahscreditunions.org.
June 17, 2026 12:00 pm – 12:00 pm(GMT-06:00)
Association Office
455 E 500 S, Suite 400
25jun12:00 pm2:00 pm@Lunch: Tech/IT
IT and tech staff from Utah’s credit unions are invited to join us at this roundtable on June 25th, where you can discuss pressing (or
IT and tech staff from Utah’s credit unions are invited to join us at this roundtable on June 25th, where you can discuss pressing (or not pressing) issues on your mind.
The discussion will be moderated by Association staff, with a few topics to lead off (to be determined), followed by an open forum to discuss any other topics attendees may have on their minds.
The roundtable will last as long as there’s compelling discussion.
Participants will enjoy a complimentary lunch.
If you would like to attend this event, please RSVP to Antonia Scott at as@utahscreditunions.org
If you’re not a credit union professional in this discipline but work in a specific operational area at one of our Utah credit unions and would like to join a roundtable, take a look at our list of other roundtables. If there’s not one that meets your interests, please let us know at liz@utahscreditunions.org.
June 25, 2026 12:00 pm – 2:00 pm(GMT-06:00)
Association Office
455 E 500 S, Suite 400
July
No Events
August
Are credit unions obsolete? All anyone wants is fintechs and apps? The future belongs to th big banks? Wrong! Wrong! And are you serious?, says
Are credit unions obsolete? All anyone wants is fintechs and apps? The future belongs to th big banks? Wrong! Wrong! And are you serious?, says veteran credit union journalist Frank J. Diekmann. In this fast-moving, challenging and entertaining hour-long presentation for all credit union employees, Mr. Diekmann explains where credit unions came from, where they are and why they are more relevant than ever to the future for consumers—IF they understand how to connect with members and communities. And that begins with the foundation necessary for any successful enterprise—their own employees, the most important brand ambassadors of all.
In this presentation, Diekmann draws on real-life credit union examples ranging from innovative ideas, unique communications, historical lessons, videos, and more to recharge CU employees about this rare enterprise they are a part of.
Who is the Ignite Series for? The Ignite Series is designed to enhance your leadership skills and help you become your best leader. It will be valuable to anyone in your organization who leads a team, from the frontline to the CEOs.
August 5, 2026 10:00 am – 11:00 am MST(GMT-06:00)
September
No Events
October
The world’s upside down. People are anxious, uncertain, and looking to you for direction. You’re used to going from problem to solution in 2.2 seconds—but
The world’s upside down. People are anxious, uncertain, and looking to you for direction. You’re used to going from problem to solution in 2.2 seconds—but right now, everything just feels heavy.
This talk is for the leaders who can admit the load is getting hard to carry… and still have to keep going.
Because real resilience doesn’t look flawless—it looks shaky, human, and still in motion.
We’ll explore six ways to reinforce your resilience so you can stay steady without pretending you’re fine. This isn’t about staying tough. It’s about leading through the mess with grace, grit, and honesty, and showing your people how to do it too.
Who is the Ignite Series for? The Ignite Series is designed to enhance your leadership skills and help you become your best leader. It will be valuable to anyone in your organization who leads a team, from the frontline to the CEOs.
October 7, 2026 10:00 am – 11:00 am(GMT-06:00)
November
No Events
December
02dec10:00 am11:00 amIgnite Leadership Series: Curiosity as a Practice
What if curiosity was the secret ingredient to stronger teams, deeper connections, and better communication? Dr. Pham will guide your audience through thought-provoking exercises that
What if curiosity was the secret ingredient to stronger teams, deeper connections, and better communication? Dr. Pham will guide your audience through thought-provoking exercises that challenge assumptions, spark authentic dialogue, and build bridges across differences. Attendees won’t just listen—they’ll actively engage in meaningful conversations that shift perspectives and inspire action.
Expect:
Interactive exercises to strengthen communication skills
A-ha moments that challenge the way we see ourselves and others
A high-energy, laughter-filled session that sticks
Who is the Ignite Series for? The Ignite Series is designed to enhance your leadership skills and help you become your best leader. It will be valuable to anyone in your organization who leads a team, from the frontline to the CEOs.
December 2, 2026 10:00 am – 11:00 am(GMT-07:00)
January
No Events