Program Overview

The Northwest Credit Union Association is pleased to bring you CU Learning TRAXX – an 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! There are more than 40 sessions to choose from all on-demand so you can learn at your own pace anytime, anywhere.

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

Expert speakers and industry leaders lead thought-provoking sessionsTracks 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 on-demand 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.

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 – 40 sessions to choose from! 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.

On-Demand Toolkits

Start 2021 armed with the tools you need to further your credit union’s mission and advance the Credit Union Movement with on-demand Toolkits from CU Learning TRAXX!

Your time is precious, and CU Learning TRAXX’s on-demand programming was designed to fit your schedule. Your Association has taken the guesswork out of choosing the sessions that are right for you. The Toolkits below include programming designed specifically with you in mind — propel your professional development forward by streaming three topical sessions in a single afternoon. Register for the recommended sessions today for only $249 per session!

All-Access Pass holders need not register – login to the virtual CU Learning TRAXX platform to start streaming on-demand sessions today!

Branch Manager’s Toolkit
As the head of your branch, your teams look to you for guidance, support, and inspiration. The Branch Manager’s Toolkit provides three future-focused sessions to help you increase efficiency with automation, drive productivity and morale among remote teams, and successfully lead your branch with purpose.
Session 1Operational Innovation: We’ve Got a Bot for That!
Session 2Culture Defines Experience:  New Workforce Thinking: Developing, Leading, and Coaching High-Functioning Teams in a Changing World
Session 3Inform the Future: Three Words to Describe Your Leadership
Human Resources Toolkit
The human resources landscape has evolved rapidly in recent years — want to stay on top of the latest best practices? The Human Resources Toolkit offers three informative sessions that delve deep into key need-to-know topics for HR professionals.
Session 1Culture Defines Experience:  Mapping the Credit Union’s DEI Journey
Session 2Directors’ Only Series: Leadership Recruitment: Attracting and Retaining Talent that Reflects your Community
Session 3Enterprise Risk Management: Preparing for Pandemics, Cyberattacks, Black Swans – Business Continuity Planning
Young Professional’s Toolkit
Are you a young professional looking to grow and amplify your involvement in the Credit Union Movement? The Young Professional’s Toolkit is right for you! Discover strategies for fostering a culture of innovation, learn how credit unions are changing the lives of millions around the world, and hear tips on forging close relationships with local partners to amplify community impact.
Session 1Operational Innovation: Does a Culture of Innovation Truly Eat (Digital) Strategy for Breakfast…Find Out!
Session 2Inform the Future:  Credit Unions Are Changing the World
Session 3Community Impact & Financial Health:  Building Meaningful Partnerships for Localized Solutions
Leadership Toolkit
Are you a current or burgeoning leader looking to amplify your impact in the credit union world and make a difference? The Leadership Toolkit is a great place to start! Learn tips for managing teams in unique social and economic environments, responding to and leading through various challenges, and ensuring your credit union’s mission and vision remain strong.
Session 1Culture Defines Experience:  New Workforce Thinking: Developing, Leading, and Coaching High-Functioning Teams in a Changing World
Session 2Inform the Future: Innovating to the Other Side of the Crisis – Leading After a Catastrophe
Session 3Directors’ Only Series: Mission and Vision — Fortifying Your Credit Union’s Purposes, Goals, and Values
Marketer’s Toolkit
Are you a credit union marketing or community outreach professional? Check out the great sessions in the Marketer’s Toolkit, with three sessions designed to arm you will the skills you need to tell your credit union’s story, meet evolving member needs, utilize data to elevate the member experience, and make a lasting impact on your community.
Session 1Culture Defines Experience:  The Future of Sales and Service: Meeting Your Members Where They Are
Session 2Culture Defines Experience: How to Best Use Data to Enrich the Member Experience  
Session 3Community Impact & Financial Health:  Social Purpose Credit Unions

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 60- to 90-minute on-demand post-session recordings, so you can learn at your own pace and at a time that’s convenient for you!

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.

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**
Seeking CapitalRecorded Sept 23During this session, advance your understanding of what investors are looking for when they make placements and the types of yields they expect.Access Now**
The State of the Northwest EconomyRecorded Oct 7In this thought-provoking session, we examine the Northwest’s economy, holistically, and how forecasts differ for Idaho, Oregon, and Washington.Access Now**
Point-Counterpoint,
Part Two
Recorded Dec 9In this session, John Trull, NWCUA VP of Regulatory Advocacy, moderates a follow-up discussion, bringing in different economic perspectives based on the insights and data available in December.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**
The Future of Sales & Service: Meeting your Members Where They AreRecorded Sept 23This session examines how diverse perspectives within an organization help cultivate new ideas to better meet member needs.Access Now**
How to Best Use Data and Enrich the Member ExperienceRecorded Oct 7This 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.Access Now**
Mapping Your Credit Union Journey, Part 2: Charting Your CourseRecorded Oct 13This session follows up on the themes discussed in the DEI Journey previous session, we focus on how to start charting your own credit union's DEI plan. Learn about common misconceptions and pitfalls credit unions should avoid in implementing their own DEI strategies.Access Now**
New Workforce Thinking: Developing, Leading, and Coaching High-Functioning Teams in a Changing WorldRecorded Nov 17In this session hear ideas on how to best leverage a strategic workforce in this new way of doing business. Myers and Dumont share a practical application of assessing, designing, creating, and integrating a strategic workforce while staying true to your vision, mission, values, and strategic priorities.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**
Building Meaningful Partnerships for Localized SolutionsRecorded 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**
Where's the Money?Recorded Sept 23In this session, find out what grants and state funding your credit union can access and how to identify funding opportunities that align with your project goals.Access Now**
Social Purpose of Credit UnionsRecorded Nov 2Join this session to learn a first-hand experience, strategies, and the benefits of how a credit union implemented a change that made all the difference.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**
Ushering in a New Digital Lending Landscape! Does your LOS know RON?Recorded Sept 23In this session, hear about innovation in the latest Loan Origination Systems and how Remote Online Notarization (RON) is being adopted currently in Idaho, Washington, and likely Oregon in the future.Access Now**
We’ve got a BOT for That!Recorded Oct 7In this session, learn how it’s already being utilized with great success at a large Northwest credit union. “RPA Bots” are configurable software used to perform repetitive tasks, saving credit unions time and labor while improving accuracy.Access Now**
Calling Out Contact Centers Efficiency, Security, and SustainabilityRecorded Oct 13In this session, hear from industry leaders who have expedited the critical call-in, authentication, and security processes. Discuss industry trends, common errors, examine nationwide trends and walk away with best practices.Access Now**
Taking the Mobile Experience to the Next LevelRecorded Nov 17In this session, we look at bolstering member connection through superior mobile outreach. Get perspectives from several Northwest credit union leaders and learn how they stepped up innovation to meet their members’ needs.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**
The Value of Diversity in Leadership RolesRecorded Oct 7In this energized session, celebrate who you are, individually, and together as part of the Credit Union Movement.Access Now**
There Are No Leaders - Now What?Recorded Oct 13In this session examine leadership versus leaders. We’ve all studied the great leaders, read the books, watched the movies, and played follow the leader. What if you learned there was no such thing as a leader?Access Now**
Three Words to Describe Your LeadershipRecorded Nov 17In this session learn best practices on how to lead a culturally diverse team to success utilizing three unique perspectives from inspiring leadership experts.Access Now**
Innovating to the Other Side of the Crisis – Leading after a catastropheRecorded Dec 9Join Michael O’Hare, Regional Administrator for FEMA’s Region 10 for a discussion on leading through, and after, a crisis. Learn more about the leadership principles that guide his decision making and promote resiliency in our region’s preparedness.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**
Strategies for Contracting in Uncertain TimesRecorded Sept 23In this session, learn how to renegotiate existing contracts and consider which factors must be in place before you renegotiate, entering into new ones.Access Now**
Outsmarting the FraudstersRecorded Oct 13In this session learn about Fraud and it's insidious threat to credit unions and their members. The impact is staggering, with worldwide losses due to cybercrime projected to top $2 trillion.Access Now**
Fire, Flood, and Drought in the Northwest: The Risks of Climate Change to Financial ServicesRecorded Nov 2In this session, credit unions will learn firsthand about the potential risks of climate change to financial services from Hans Helbekkmo.Access Now**
Developing Your Credit Union’s Risk Appetite to Maximize ImpactRecorded Dec 9In this session, learn how enterprise risk management can preserve and protect the credit union’s value AND help members at the same time.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**
Mission & Vision: Fortifying your Credit Union's Purposes, Goals, & ValueRecorded Sept 23In 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**
Strategic Reboot: Adapting Your Plan in an Ever- Changing WorldRecorded Oct 7In this session, hear from several leading credit union experts in the strategic planning space. Learn about changing market segments, the new workplace environment, increased use of new technologies, and a sustainable value proposition that helps the community and the planet.Access Now**
Maximizing Board EffectivenessRecorded Nov 2This session will explore how boards can efficiently execute their duties while providing the greatest value to members.Access Now**
Understanding Mergers and the Board’s RoleRecorded Dec 9In this session, we examine how credit unions play an essential part in members’ lives and the board member’s role in credit union mergers.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: Explore the Trade Show Floor

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.

Sponsors

Thank You To Our Sponsors!

 

CU Learning TRAXX Platform Sponsor


CU Learning TRAXX Session Sponsors

 

 

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, including scholarships for on-demand sessions. If credit unions need financial support to purchase an All Access Pass or Session Bundles, CEOs can apply for a 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.