About Advocacy Training 101

Join your Northwest Credit Union Association this July for a two-part virtual Advocacy Training workshop, where you’ll learn how credit union stories and Advocacy go hand in hand, and how to advocate in the current climate. This program is intended to help credit union professionals at all levels hone their advocacy skills and deepen their understanding of the Credit Union Movement. This virtual training will take place over two sessions to allow participants to gain a deeper understanding of both regional and federal Advocacy. Learn more below!

Already attended one of our Advocacy 101 Trainings? Watch for more information about our Advocacy 201 Session coming in August!

Program Overview

The Focus

During this two-part virtual workshop, attendees will delve into what it means to be a credit union advocate while receiving the tools and training needed to maximize their impact and create a personal and credit union specific engagement strategy. The Association’s advocacy team will lead discussions about the many ways attendees can engage in credit union advocacy and the best practices for doing so. Guest speakers will provide valuable insight into the best ways to message the Credit Union Difference to different audiences, as well as demystify the ideas of lobbying and advocacy.

Who Should Attend

This program is intended for anyone who has an interest in honing their advocacy skills, whether you’re a branch manager or a CEO. If you’ve got a passion for advocacy — talking with elected officials and others about the Credit Union Movement — then this program is a great fit for you.

Skills You Will Enhance
  • Learn how to communicate with elected officials and articulate the Credit Union Difference, and move the needle on credit union legislation.
  • Develop a greater understanding of the ways in which you can engage in credit union advocacy at the local, state, and Federal Level.
  • Create a personal advocacy strategy for you and your credit union.
Top Three Reasons To Attend
  • It’s an opportunity to learn new advocacy techniques and sharpen your credit union advocacy message.
  • You’ll get to hear directly from legislators and their staff – the very same people you’ll be using this training to talk to about the Credit Union Difference.
  • You’ll develop an even deeper advocacy network by connecting with other passionate credit union advocates.

Dates & Details

Option One

Tuesday, July 13, 10 – 11:30 a.m. PDT, and Thursday, July 15, 10 a.m. – 12 p.m. PDT

Register Now Zoom information for all meetings will be sent a few days in advance of the start date.

Registering for this option automatically registers you for both July 13 and July 15.

 Option Two

Tuesday, July 13, 1 – 2:30 p.m. PDT, and Thursday, July 15, 10 a.m. – 12 p.m. PDT

Register Now Zoom information for all meetings will be sent a few days in advance of the start date.

Registering for this option automatically registers you for both July 13 and July 15.

Option Three

Wednesday, July 14, 1 p.m.-2:30 p.m. PDT, and Thursday, July 15, 10 a.m.-12 p.m. PDT

Register Now Zoom information for all meetings will be sent a few days in advance of the start date.

Registering for this option automatically registers you for both July 14 and July 15.

Program Agenda

Day 1 Agenda - 3 times available
Option 1: July 13, 10:00 a.m. - 11:30 a.m. PDT
Option 2: July 13, 1:00 p.m. - 2:30 p.m. PDT
Option 3: July 14, 1:00 p.m. - 2:30 p.m. PDT
10 MinutesWelcome and Introductions
10 MinutesWhat makes credit unions different?
• Why credit unions exist
• Structure, Value, Impact
30 MinutesThe Importance of Story
• Identifying your credit union stories (from pre-work)
• Sharing stories in Zoom break-out groups
15 MinutesThe Advocacy Lifecycle
15 MinutesRefining Your Story
• Return to stories from earlier and begin to refine stories for effectiveness—highlighting the structure, value, and impact and tailor for the appropriate advocacy audience.
8 MinutesBringing it together: Story and Advocacy
2 MinutesSession Closing
Day 2 Agenda
July 15, 10:00 a.m. - 12:00 p.m. PDT
10:00 a.m. - 10:10 a.m. PDT
11:00 a.m. - 11:10 a.m. MDT
Welcome Back, Session Expectations, Knowledge Checkpoint
• Welcome participants
10:10 a.m. - 10:30 a.m. PDT
11:10 a.m. - 11:30 a.m. MDT
Breakout Sessions
• Hosted breakout groups to share what they learned from post-session assignment
10:30 a.m. - 11:05 a.m. PDT
11:30 a.m. - 12:05 p.m. MDT
Advocacy Deep Dive and Stories
• Stories from the advocacy frontlines
• Sharing what it is like to work with legislators
11:05 a.m. - 11:30 a.m. PDT
12:05 p.m. - 12:30 p.m. MDT
Meet a State Lobbyist – Ryan Fitzgerald, VP Legislative Affairs for ID
• Stories from state legislative and regulatory advocacy
• Grassroots engagement opportunities at the state level
11:30 a.m. - 11:55 a.m. PDT
12:30 p.m. - 12:55 p.m. MDT
What’s Next? Where do I start? How Do I Get More Involved?
• Laying out the upcoming advocacy opportunities
• Personal Commitment (Post-work)
11:55 a.m. - 12:00 p.m. PDT
12:55 p.m. - 1:00 p.m. MDT
Session Closing

About the Trainers

Jordan Beyer
Grassroots Advocacy Manager, NWCUA

Jordan Beyer is Grassroots Advocacy Manager for the Northwest Credit Union Association. In this role, he has the pleasure of working closely with credit union leaders and their staff in Idaho, Oregon, and Washington to help them better understand their role as credit union advocates. Beyer enjoys being a storyteller, conveying to elected officials on the state and federal levels the positive impacts credit unions are having in their communities and the value they bring. Additionally, he oversees the Credit Union Legislative Action Council’s giving, helping to ensure the Credit Union Movement remains strong in its ability to provide bipartisan support to credit union champions at the federal level. Among other duties, he works closely with the NWCUA Advocacy team to provide support where needed in advancing credit union priorities. 

Prior to joining the NWCUA, Beyer—a lifelong Washington resident—worked at a credit union, where he spent nearly seven years contributing in both frontline and back office roles. He supported the Washington-based credit union during a period of substantial growth. Most recently, he worked in organizational learning and development, providing both new hire and existing staff training support, and educating employees about the Credit Union Difference. He was frequently recognized among his peers as a passionate advocate for the Movement and the “People Helping People” philosophy.  

Beyer received his Bachelor’s degree in Ministry and Leadership from Life Pacific College. He also holds a Master’s in Science degree from the University of Edinburgh in Epistemology, Ethics, and Mind, looking at current research in the field of cognitive science. He maintains a strong sense of wonder about the world and is fascinated by history, politics, and the cooperative movement. 

Pricing Information

Registration is free for this event. 


This program is open to NWCUA Member and Associate Member credit union employees only. For more information about the Northwest Credit Union Association’s Advocacy Training 101, or assistance with registration, please contact Holly Miller, Director of Programing at 800.995.9064 x220 or via email.