Spring Roundtable Will Focus on Small Credit Union Initiatives at Portland Meeting


Nearly 50 credit union leaders gathered for the Small Credit Union Roundtable meeting Feb. 26. Participants across the Northwest met to focus on small credit union priorities.

Small credit union advocates will gather this spring to learn the latest industry updates and relevant issues at the Spring Small Credit Union Roundtable meeting, scheduled in Portland on May 8. A pre-event will welcome attendees on May 7 with a social gathering at Henry’s Tavern in downtown Portland from 6 p.m. to 8 p.m., sponsored in part by CUNA Mutual Group.

On May 8, participants will meet at Trailhead Credit Union in downtown Portland for a roundtable discussion to identify challenges, and share stories and goals. In the afternoon, participants will travel to Trailhead’s branch in northeast Portland to hear firsthand from Trailhead President and CEO, Jim McCarthy, about how a rebrand gave the credit union new life and opportunities. For more information and to register for the May 8 meeting, visit the Small Credit Union Resources page.

Small Credit Union Updates Nearly 50 leaders came together for a Small Credit Union Roundtable meeting in February, where they discussed top priorities with their Association. Participants came from throughout the Northwest, joining remotely via videoconferencing from their workplaces, while others participated through chat or gathered at their Association’s offices.

“Our first-ever roundtable offered via videoconferencing was a success,” said Northwest Credit Union Association Director of Cooperative Momentum, Carmen Vigil. “The various attendance options made for a “Brady Bunch” style screen that was a fun and effective way to include participants from the furthest geographic locations.”

NWCUA President and CEO Troy Stang welcomed participants and kicked off the meeting with an overview on advocacy, collaboration, and operational strategies.

On the advocacy front, Association representatives John Trull, Vice President of Regulatory Affairs, and Samantha Beeler, Vice President of Advocacy, spoke on small credit union advocacy priorities and provided updates. Tom Sakash, the Credit Union National Association’s Small Credit Union Advisor, presented an update from the national level.

Collaboration and community impact initiatives are important for small credit unions, as well as the Northwest Credit Union Foundation. Amy Nelson, President and CEO of Point West Credit Union, and Larry Ellifritz, President and CEO of Consolidated Community Credit Union, presented on how they are collaborating with the NWCUF to pilot a workforce housing security deposit program in the Portland area to combat rising rental costs.

The morning session concluded with a roundtable discussion on a variety of topics, including citizenship loans, online instant loan approvals, loan growth ideas, marketing strategies for mobile app and remote deposit capture, board and staff training resources, and data mining. For more information on small credit union programs, resources, or opportunities, contact Carmen Vigil, Director, Cooperative Momentum and Small Credit Union Champion.

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