CU Learning TRAXX: Discover Unique Funding Opportunities and Learn Key Contracting Strategies


As we gear up for a new year, promoting community and member financial health has never been more important — this is the time for credit unions to shine. Funding resources are available for credit unions to leverage, benefitting their community programs and members. Tomorrow, during CU Learning TRAXX, find out how credit unions can identify what grants and state funding they can access.

Join experts Sayer Jones, Jaimie Miller, Larry Ellifritz, and Sharee Adkins for tomorrow’s Community Impact & Financial Health session: Where’s the Money? to learn about funding opportunities available within the credit union industry, including state and municipal funding, as well as philanthropic and private funding sources.

All past sessions in the Community Impact & Financial Health track are now available for on-demand streaming. Registrants can access the recordings by navigating to the CU Learning TRAXX platform and clicking the “On-Demand Video” tab of the main menu. Non-registrants can visit CU Learning TRAXX online to register for access to on-demand sessions as well as future sessions.

Here are some quick facts on tomorrow’s speakers:

  • Jones, an expert consultant with 15 years of experience in working with institutions to structure and measure the impacts of their investments, has led investors in workshops to align social values with financial and cultural returns.
  • Miller is the Executive Director of the Iowa Credit Union Foundation and has spent the last 12 years working in the political and nonprofit arenas.
  • Beginning his career as a loan officer, Ellifritz is President and CEO of Consolidated Community Credit Union, based in Portland, and holds over two decades of lending and managerial experience.
  • Adkins, Executive Director of the Northwest Credit Union Foundation, works to amplify the impact credit unions have in their communities by forging and leveraging partnerships to achieve ambitious goals in the areas of asset-building, economic empowerment, and cooperative development.

Learn Strategies for Renegotiating Contracts

Business contracts are necessary to nailing down the who, what, when, and how much, but they can be complicated and difficult to analyze. During tomorrow’s Enterprise Risk Management session: Strategies for Contracting in Uncertain Times, legal expert Kalin Bornemann will walk through the ins and outs of contracting, including identifying which factors must be in place before renegotiating existing contracts or entering into new ones. He’ll also dive into how the business world is responding to ongoing uncertainty in today’s economy and what that means for credit unions’ existing contracts.

Bornemann is an Associate at Portland-based law firm, Miller Nash Graham and Dunn. He advises banks, credit unions, and other financial institutions and also assists clients on federal and state banking matters, including regulatory compliance, operations, vendor contracts, corporate matters, and mergers and acquisitions.

Have You Registered for CU Learning TRAXX?

Don’t miss out on tomorrow’s thought-provoking sessions — register now and stay tuned for even more sessions to be announced soon. Visit CU Learning TRAXX online for more information on the seven learning tracks, upcoming speakers, registration, and more.

Visit the Strategic Link Trade Show!

Additionally, all Northwest credit unions have access to the virtual Strategic Link Trade Show, open and accessible 24/7. Explore the Exhibition Hall anytime and connect with over 40 potential business partners whose products and services can help you better serve your members. Join tomorrow, from 11 a.m. – 1 p.m. PDT to chat directly with vendors.

Have a question about CU Learning TRAXX? Email us!

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