November 21st 12:30 pm -
November 23rd 12:30 pm PST
November 21st 1:30 pm -
November 23rd 1:30 pm MST
About the Workshop
Leveraging the Credit Union Difference Workshop is a unique experiential learning opportunity. Step away from the daily stress of balancing work and life to engage in a workshop designed for professionals of any level within the Credit Union Movement.
Attendees will leave with a deeper understanding of why credit unions are unique and more importantly, how credit unions are well suited to make a tangible impact on the lives of our members and the greater communities we serve.
Attendees will return to their credit unions with a greater appreciation for the Movement as a whole, as well as with tangible ideas to help grow membership, understand and solve the specific needs of members, and increase loyalty.
The registration price of $715 is inclusive of 2-nights lodging, workshop materials, and all meals.
Who Should Attend
This workshop is uniquely designed to bring tangible value to a wide range of professionals at any level and tenure, including:
- Longtime or newer leaders who make decisions on the products, services, or direction of the credit union;
- Young professionals looking for ways to increase their connection to our purpose and possibilities for their careers, and who wish to learn more about the history and origins of credit unions;
- Credit union employees who wish to deepen or re-ignite their passion and find new approaches and inspiration for serving members;
- Professionals in training, recruitment and retention, marketing and community outreach;
- Professionals that are newer to the Credit Union Movement; and
- Any credit union professional who’s looking for a way to connect purpose to action.
The goal of this workshop is to help attendees:
- Understand the unique history and role of credit unions in the marketplace;
- Gain a deeper understanding of our “why” as credit unions, and how that difference can frame our day-to-day operations in a way that leverages our uniqueness;
- Experience how financial health is affecting our members, and what some credit unions are doing to provide solutions;
- Create a personal/professional action plan; and
- Develop a renewed appreciation for the Credit Union Movement, and bring insightful ideas and potential solutions to your credit union.
About the Presenters
Cooperative Community Advocate • BECU
Debbie Wege is BECU’s cooperative community advocate, helping drive cooperative principles inside Washington’s largest credit union and across the industry. Wege has more than 35 years of experience in the credit union movement and understands the unique purpose that the cooperative credit union structure has in serving its communities and members. During her time at BECU, she has also helped develop and implement strategies for community giving, philanthropic and financial education programs, and leadership, diversity and employee training programs. She also served as the executive director of the BECU Foundation for more than 13 years.
Since 1993, Wege has served as a certified Credit Union Development Educator (CUDE) through the National Credit Union Foundation, as well as earning a Caribbean CUDE and International CUDE designation. She also currently sits on the CUDE Advisory Committee of the National Credit Union Foundation Board.
Wege also brings experience in non-profit leadership and program development and support, and currently serves as board vice chair for Express Advantage, non-profit, social justice organization committed to increasing wealth building opportunities for underrepresented and underserved populations.
Director of DE and Cooperative Culture • National Credit Union Foundation
Chad Helminak, CUDE, is the Director of DE and Cooperative Culture at the National Credit Union Foundation. In this role, he leads the Foundation’s signature Credit Union Development Education (DE) Program and provides education & resources to help credit unions communicate and leverage their unique value proposition.
Chad has nearly 15 years of experience in the credit union industry and has held leadership roles within in the areas of communications, advocacy, research & innovation, and talent engagement. Prior to joining the Foundation, he worked at CUNA Mutual Group, Heritage Credit Union, Filene Research Institute and the Wisconsin Credit Union League.
Since earning his CUDE designation in 2009, Chad has helped hundreds of other credit union leaders from the U.S., Africa, Philippines, Caribbean, and Europe to earn their own CUDE designations. Over the years, he’s presented at industry events across the country, helped to grow numerous young professional credit union networks, and co-created a music project that introduces financial education songs and lessons to children.