Program Overview

The Northwest Credit Union Association is pleased to bring you CU Learning TRAXX – a new educational program designed for all credit union professionals, from CEOs to branch managers, to staff in all department disciplines. There’s even a special track for board members!

This future-focused programming features seven learning tracks with a minimum of six 60- to 90-minute sessions in each track! That means there will be more than 42 sessions to choose fromand we’ll be adding just-in-time sessions to reflect important and emerging topics.  

CU Learning TRAXX’s thought-provoking sessions will be delivered through a cutting-edge, feature-rich digital platform.  

Expert speakers and industry leaders will lead thought-provoking sessions, and participants will have the opportunity to connect with peers, discuss current events, and collaborate on ways to advance the Credit Union Movement. Tracks are specially designed with specific audiences in mind, but credit union professionals of every level and discipline will find them valuable.  

A variety of registration options are available, providing you the flexibility to customize an educational program that is just right for you and your credit union team. You can register for single or multiple sessions across any of the seven tracks, package your professional development into 5-, 10-, or 25- session bundles, or register for an entire track to stay focused. And with an AllAccess Pass, every single person on your staff can register for every single session we offer!  

All CU Learning TRAXX registrations include access to live sessions as well as on-demand access to post-session recordings, so you can learn at your own pace and at a time that’s convenient for you! Have a scheduling conflict? No worries! You can access view recorded sessions anytime. During live sessions, you’ll also have the opportunity to network with credit union peers and interact with industry experts.

The CU Learning TRAXX virtual platform includes on-demand access to the virtual Strategic Link Trade Show! Now you can experience deeper connections with Strategic Link partners and vendors and explore the solutions they offer within the virtual Strategic Link Trade Show.  This option is free for all NWCUA members, regardless of registration status for CU Learning TRAXX.

7 CU Learning TRAXX Designed For You

CU Learning TRAXX delves into what credit unions need to know now. This future-focused programming offers seven discipline-focused learning tracks with six 60- to 90-minute sessions in each track – 42 sessions to choose from! We’ll also be adding just-in-time sessions to reflect important and emerging topics. While each track is designed with a specific audience in mind, credit union professionals of every level and discipline will find them valuable.

Financial Strategy: Riding the Economic Wave of Opportunity
A sound financial strategy is critical to delivering tangible value to your members. This track offers a series of sessions that brings you the latest updates on the economy, helps you navigate the path forward, and teaches you strategies for maintaining a growth trajectory.
Culture Defines Experience: Weaving Culture and Brand Through Your Organization
Member experience begins within. The sessions in this track focus on helping you build a strong credit union identity that is woven throughout your entire organization — including your remote workforce.
Community Impact & Financial Health: Leveraging Resources for Financial Resilience
As not-for-profit financial cooperatives, community is in our DNA. This track takes a deep dive into what it means to be community-focused, including tangible ways to maximize your impact.
Operational Innovation: Maintaining High-Touch Engagement in a Digital Environment
Credit union members expect their financial institutions to be one or two steps ahead, bringing them the best technology solutions that also are safe and reliable. This track highlights the latest innovations and opportunities to anticipate so you can stay ahead of your members’ expectations.
Inform the Future: Inspiring Tomorrow’s Leaders Today
Engage in thought-provoking sessions that deconstruct and re-inspire your notions of leadership and the future you’re creating. These sessions bring the most riveting and revolutionary keynote speakers on leadership and the future directly to your team.
Enterprise Risk Management: It’s More than Just Compliance! Taking Risk to Create Member Value
Who’s afraid of risk? This track features a series of sessions designed to help your credit union not only weather storms, but also take risks to deliver maximum member value.
Directors’ Only Series: Guiding the Movement into Tomorrow
Advancing the Movement requires credit union boards to adapt and lead through a rapidly evolving environment. This track explores foundational skillsets from a timely perspective that strengthen board members’ abilities to lead and serve their credit unions, members, and the broader community.

Pricing and Registration Information

Customize an educational program that is just right for you and your credit union team.

CU Learning TRAXX are offered with a variety of registration options. While each track is designed with a specific audience in mind, credit union professionals of every level and discipline will find them valuable. All registration options include access to the live 60- to 90-minute sessions and on-demand access to post-session recordings, so you can learn at your own pace and at a time that’s convenient for you! During live sessions, you’ll also have the opportunity to network with credit union peers and interact with industry experts. 

No matter what you choose, you can attend live sessions, view recordings of the session(s) you registered for at a later date, and access our 24/7 virtual Strategic Link Trade Show from August 5 thru December 31!

All-Access Pass
Want to see everything CU Learning TRAXX has to offer? With an All-Access Pass, every single person on your staff is eligible to register for every single session we offer! If multiple people from your credit union are registering, this package is the best value.**
Regular Price: $14,999

Small* Credit Union Price: $7,999
Register Now
Full Track
Register for an entire track, if you’re feeling like you’d like to stay focused on a specific discipline, such as Community Impact or Risk Management. Access all six live sessions in a single attendee’s chosen track, along with on-demand access to the post-session recordings!**
Regular Price: $1,099

Small* Credit Union Price: $989
Full-track registration can be
found on individual track pages.
Directors' Only Series: Full Board of Directors & CEO Pass
Send your entire board of directors and CEO to the full Directors’ Only Series track, including on-demand access to post-session recordings!**
Regular Price: $3,999

Small* Credit Union Price: $2,999
Register Now
25-Session Bundle
Interested in registering for sessions across disciplines? Mix and match across all seven programming tracks to build the perfect bundle of 25 sessions.**
Regular Price: $4,359

Small* Credit Union Price: $3,119
Register Now
10-Session Bundle
Interested in registering for sessions across disciplines? Mix and match across all seven programming tracks to build the perfect bundle of 10 sessions.**
Regular Price: $1,999

Small* Credit Union Price: $1,749
Register Now
5-Session Bundle
Interested in registering for sessions across disciplines? Mix and match across all seven programming tracks to build the perfect bundle of 5 sessions.**
Regular Price: $1,059

Small* Credit Union Price: $939
Register Now
Single Session
Bounce from track to track and register for single or multiple sessions.**
Regular Price: $249

Small* Credit Union Price: $249
Single-session registration can be found on individual track pages.
*Small Credit Union = $100 million or less in assets
**Full access for all Credit Union staff members to the Strategic Link Virtual Trade Show on-demand from August 5 – December 31 and dedicated LIVE exhibitor hours three times a month.

Upcoming Session Dates and Times

Mark your calendar – CU Learning TRAXX live session dates and times are available! See below or visit each track page for  specific dates and times. If you would like to add a session or sessions to your personal calendar, click here.

Have a scheduling conflict? No worries! Access recorded sessions anytime to learn at your own pace at a time that’s convenient for you! 

CU Learning TRAXX — Wednesday, October 7
9:30 - 11:00 a.m. PDT Inform the Future Session 3: The Value of Diversity in Leadership Roles
11:00 a.m. - 12:00 p.m. PDTCulture Defines Experience Session 4: How to Best Use Data and Enrich the Member Experience
11:00 a.m. - 1:00 p.m. PDTVirtual Strategic Link Trade Show LIVE Hours
1:00 - 2:30 p.m. PDTFinancial Strategy Session 4: The State of the Northwest Economy
2:30 - 3:30 p.m. PDTOperational Innovation Session 4: We’ve got a BOT for That!
4:00 - 5:30 p.m. PDTDirectors' Only Series Session 4: Strategic Reboot: Adapting Your Plan in an Ever-Changing World
CU Learning TRAXX — Tuesday, October 13
10:00 - 11:00 a.m. PDTEnterprise Risk Management Session 4: Outsmarting the Fraudsters
11:00 a.m. - 12:00 p.m. PDTOperational Innovation Session 5: Calling out Contact Centers on Efficiency, Security, and Sustainability
11:00 a.m. - 1:00 p.m. PDTVirtual Strategic Link Trade Show LIVE Hours
1:00 - 2:00 p.m. PDTInform the Future Session 4: There Are No Leaders Now What?
2:00 - 3:00 p.m. PDTCulture Defines Experience Session 5: Mapping the Credit Union's DEI Journey Part 2: Charting Your Course
3:00 - 4:00 p.m. PDTCommunity Impact & Financial Health Session 4: The Future of Financial Literacy
CU Learning TRAXX — Monday, November 2
9:30 - 11:00 a.m. PSTEnterprise Risk Management Session 5: Developing your Credit Union's Risk Appetite to Maximize Impact
11:00 a.m. - 12:00 p.m. PSTFinancial Strategy Session 5: Using Data to Jumpstart Lending
11:00 a.m. - 1:00 p.m. PSTVirtual Strategic Link Trade Show LIVE Hours
2:30 - 3:30 p.m. PSTCommunity Impact & Financial Health Session 5: Social Purpose of Credit Unions
4:00 - 5:00 p.m. PSTDirectors' Only Series Session 5: Maximizing Board Effectiveness
CU Learning TRAXX — Tuesday, November 17
9:30 - 11:00 a.m. PSTOperational Innovation Session 6: Taking the Mobile Member Experience to the Next Level
11:00 a.m. - 1:00 p.m. PSTVirtual Strategic Link Trade Show LIVE Hours
1:00 - 2:30 p.m. PSTInform the Future Session 5: Three Words to Describe your Leadership
2:30 - 3:30 p.m. PSTCulture Defines Experience Session 6: New Workforce Thinking: Developing, Leading, and Coaching High-Functioning Teams in a Changing World
CU Learning TRAXX — Wednesday, December 9
9:30 - 11:00 a.m. PSTFinancial Strategy Session 6: Point – Counterpoint Part 2
11:00 a.m. - 12:00 p.m. PSTCommunity Impact & Financial Health Session 6: How to Tell Your Story as a Changemaker
11:00 a.m. - 1:00 p.m. PSTVirtual Strategic Link Trade Show LIVE Hours
4:00 - 5:00 p.m. PSTDirectors' Only Series Session 6:  Understanding Mergers and the Board’s Role

DID YOU MISS A SESSION? ON-DEMAND RECORDINGS AVAILABLE NOW!

The Following Sessions Are Now Available On-Demand
Financial Strategy: Riding the Economic Wave of Opportunity
Point-Counterpoint,
Part One
Recorded Aug 5In this session, gain valuable perspectives and use this critical learning to help plan for a variety of future economic scenarios. Access Now**
Maintaining a Growth Trajectory in Troubling TimesRecorded Sept 9This session is all about the future of credit unions, featuring Darius Mirshahzadeh, author of “The Core Value Equation” — a framework to drive results, create limitless scale, and win the war for talent. Access Now**
Culture Defines Experience: Elevating Employee Culture for the Future
Elevating Employee Culture for the FutureRecorded Aug 26This session explores employee engagement across three areas: wellness, belonging, and maintaining a cultural identity throughout workforces that may be dispersed.Access Now**
Mapping the Credit
Union's DEI Journey
Recorded Sept 9In this session, credit unions across the country share their experiences around implementing DEI initiatives throughout their organization and how it positively changed the way they serve members. Access Now**
Community Impact & Financial Health: Leveraging Resources for Financial Resilience
Shifting to Recovery: Developing Data-Driven Strategies to Impact Member Financial HealthRecorded Aug 26In this session, attendees will hear from the Financial Health Network, a leader in financial system research driving innovation in the work of improving financial health outcomes.Access Now**
Leveraging Resources
for Financial Resilience
Recorded Sept 9This session builds on this model and discusses ways credit unions can forge new and deeper partnerships with public, private, and philanthropic partners to identify solutions to challenges facing their communities.Access Now**
Operational Innovation: Maintaining High-Touch Engagement in a Digital Environment
Does a Culture of Innovation Truly Eat (Digital) Strategy for Breakfast…Find Out!Recorded Aug 5In this session, hear how Patrick Sells, a young banking executive took on a digital transformation for his financial institution.Access Now**
Hands-Free! The Future
of Payments are
Contactless
Recorded Aug 26This session features a powerful panel of industry experts uncovering the latest results in card transaction data while interpreting market feedback. Leave this session with a better understanding of the landscape and actionable next steps.Access Now**
Inform the Future: Inspiring Tomorrow’s Leaders Today
How Will You Lead Through  the Next Crisis?Recorded Aug 5This session focuses on creating resilient teams by equipping them with the tools and training the need to nimbly navigate even the toughest crisis or conversation.Access Now**
Credit Unions Changing the WorldRecorded Sept 9In this inspiring session, explore how credit unions are catalysts for change. Access Now**
Enterprise Risk Management: It’s More than Just Compliance! Taking Risk to Create Member Value
Preparing for Pandemics, Cyberattacks, Black
Swans – Business
Continuity Planning
Recorded Aug 5In this session, learn more about the emerging risks that credit unions will need be ready for, including new fraud trends, more employees working remotely, new cyber-attacks, and even civil unrest.Access Now**
Protecting the Credit Union’s Brand & Other Intellectual PropertyRecorded Aug 26In this session, find out from industry and legal experts what steps your credit union needs to take to protect your brand.Access Now**
Directors’ Only Series: Guiding the Movement into Tomorrow
Leadership Recruitment: Attracting and Retaining Talent that Reflects your CommunityRecorded Aug 5In this session, experts illuminate ways credit union boards can effectively recruit, attract, and retain talent at the board and leadership levels that’s representative of your credit union's membership and the broader community.Access Now**
Credit Union Finance for Board MembersRecorded Aug 26This session will provide attendees with an overview of the foundational financial concepts important for evaluating the fiscal impact of strategic decisions.Access Now**
Fortifying Your Credit Union's Purposes, Goals,
& Value
Recorded Sept 9In this session, explore your credit union’s outlook for the future. The world has changed — should your mission and vision statements change, too?Access Now**
**Access to on-demand recordings is reliant on the registration that you or your credit union has purchased. If you would like access to CU Learning TRAXX on-demand recordings, please view pricing and registration or reach out to a member of the team.

Strategic Link Trade Show

The CU Learning TRAXX virtual platform includes on-demand access to the virtual Strategic Link Trade Show! Experience deeper connections with Strategic Link partners and vendors and explore the solutions they offer within the virtual Strategic Link Trade Show. This option is free for all NWCUA members, regardless of registration status for CU Learning TRAXX.

Discover solutions that are going to help your credit union serve members like never before. This on-demand virtual experience will be available to you and your entire credit union team 24/7 from Aug. 5 to Dec. 31. There will also be several “live” trade show days designed for you to instantly connect with business partners! 

Currently, live hours are scheduled every CU Learning TRAXX session day, 11 a.m. – 1 p.m. PDT (12 – 2 p.m. MDT), with more dates to be announced soon:

Wednesday, Oct. 7 | Tuesday, Oct. 13 | Monday, Nov. 2 | Tuesday, Nov. 17 | Wednesday, Dec. 9 

Sponsors

Thank You To Our Sponsors!

 

CU Learning TRAXX Platform Sponsor


CU Learning TRAXX Session Sponsors

 

 

CPE Credit Offering

NASBA CPERegistry logoNorthwest Credit Union Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. 

For more information regarding our administrative  policies such  as a complaint and refund please contact our offices at 800.995.9064 x 220  

As our programming develops, and is approved by the National Registry, we will add sessions that qualify for CPE Credits.  

Currently we are offering CPE Credits for the following: 
  • Culture Defines Experience
    How to Best Use Data and Enrich the Member Experience
    October 7, 2020
    In today’s market, data is vital to organizational success. How can credit unions use data to identify underserved markets in their communities and recognize opportunities to further serve their members’ needs? This session explores the cutting-edge ways credit unions can use data to drive innovation, expand their membership, and better meet the needs of their members today and tomorrow.

After this session Participants will:  

    • Know how to mine data for the purpose of identifying underserved communities within your membership
    • Know how to use data to develop strategies on how best to serve underserved communities
    • Be knowledgeable about innovative technological tools available in data sourcing 

CPE Credit Offered: One 
Field of Study – Information Technology -Technical 
Delivery Method – Group Live – Online Delivery Due to COVID-19 
Previous work experience and background knowledge is recommended.

Participants must attend the event on the session day, stay for the duration of the session, and engage in event surveys and event polls to qualify. 

  • Inform the Future Series
    The Value of Diversity in Leadership Roles
    October 7, 2020
    In this energized session, celebrate who you are, individually, and together as part of the Credit Union Movement. Hear meaningful perspectives from credit union family members who effectively and successfully lead their shops while proudly representing diverse communities. Learn how they’ve harnessed the power of diversity, inclusivity, and equity to propel their credit unions into a bright future.

After this session Participants will:  

    • Learn to the value of a diverse staff
    • Learn the value of a staff that is reflective of your membership
    • Have a better understanding of who we are collectively and as a movement 

CPE Credit Offered: One
Field of Study – Personnel – Human Resources – Non-Technical
Delivery Method – Group Live – Online Delivery Due to COVID-19
Previous work experience and background knowledge is recommended.

Participants must attend the event on the session day, stay for the duration of the session, and engage in event surveys and event polls to qualify. 

Scholarship Information

Continued education and training of credit union employees helps keep the Credit Union Movement vibrant and competitive.

The Northwest Credit Union Foundation is providing professional development scholarships for credit union professionals interested in attending CU Learning TRAXX sessions. If credit unions need financial support to purchase an All Access Pass or Session Bundles, CEOs can apply for their entire 2020 scholarship award to go toward CU Learning TRAXX. Please reach out to Maija Noll for any questions on scholarship eligibility.

Questions or Concerns

For assistance with registration or any questions, please email [email protected]. A member of our team will be in touch shortly.