Small Credit Union Resources

The Small Credit Union page is a resource for small credit unions in Oregon & Washington (fewer than $35 million in assets). Below we have provided links to useful websites of interest to small credit unions. Kasey Rockwell is the NWCUA liaison to Small Credit Unions and can be reached at 800.995.9064 or via e-mail to krockwell@nwcua.org

In 2009 CUNA’s Small Credit Union committee completed a ten-year review document discussing important issues facing small credit unions. Read the report here.

Small Credit Union Education Discounts and Grants

In partnership with the Northwest Credit Union Foundation, a variety of grants are available to NWCUA-affiliated credit unions including scholarships for education and training. The application process is very simple to complete.  Small credit unions are encouraged to apply to meet their training and development needs.  Application forms and additional information are available here.

InfoSight

Infosight is an online compliance resource for NWCUA Member Credit Unions. InfoSight is a completely web-based resource that provides staff, management, and volunteers 24/7 access to finding answers and learning more about a wide range of topics and issues that affect credit union operations on a federal and state level.

Of interest to small credit unions are the sections on model policies and common account administration procedures (ie. deceased member, trust accounts, etc.).

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CUNA Resources For Smaller Credit Unions

CUNA provides this site to highlight items of particular interest to small credit unions, such as:

  • Operations and Training Resources,
  • Scholarship Opportunities,
  • Regulations and Advocacy Comment Calls and Information,
  • Small Credit Union Peers Listserv,
  • Small Credit Union Statistics, and
  • Links to Small Credit Union Liaison Contacts at NCUA and Leagues.
  • Resources for Small Credit Unions

CPDOnline Small Credit Union Scholarship Program

As an affiliated credit union $20 million or less in asset size you are eligible to receive a small credit union discount for a CPDOnline Standard Membership. Credit unions over $20 million can also receive discounted pricing based on asset size, FTE count and membership options. As an added bonus, with a Standard Membership you will receive a $50 discount on CUNA webinars. Through CPDOnline there are numerous courses available in the areas of Accounting, Bankruptcy, Collections, Member Service, Lending, Security, Regulatory Compliance, and the list goes on. This is a fantastic opportunity for small credit unions! Seeing is believing so check it out today. CUNA offers 30-day Free Trials!

CUNA Credit Union File Sharing

At this site, you can find policies, procedures, and documents created by other credit unions covering a wide range of operational issues including human resources, management, lending, and more. You can also post your own documents you would like to share.

NCUA Credit Union Resources

This area of NCUA's website contains links to areas within the NCUA site, including:

  • Office of Small Credit Union Initiatives,
  • Small Credit Union Program (SCUP),
  • Financial Assistance and Grants, and
  • Training and Partnerships.

You will find this easy to use, one stop web page a useful and timesaving resource for credit union management and volunteers.

Planning Sessions

The Northwest Credit Union Association offers planning session facilitation for small credit unions. If you have never had a planning session, or it has been a while, please contact us for more information on the benefits a planning session can bring to your credit union.