CPE CreditGoWest 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.

Please note that if you would like to receive CPE Credits for this session, completion of this survey is mandatory. Please be sure to include your email address so that a certificate can be sent.

We are pleased to offer the following CPE Credit for the MAXX 2022 Session:


Fairer Lending with AI: Impacting your underserved communities

Join Chief Lending Officer Theodore “Teddy” Flo, Chief Legal Officer at Zest AI for a Fireside Chat as they discuss how Verity is using AI Underwriting to optimize fairness and approve more thin file borrowers. You’ll learn why Verity adopted AI Underwriting, how they are using AI to increase auto decisioning to provide a better member experience, and about the key initiatives Verity is adopting with AI including closing the BIPOC home ownership gap in Washington state. 

After this session you will be able to: 

  • Understand the technology used in AI underwriting. 
  • Understand ways to leverage AI to more effectively and efficiently serve more borrowers. 
  • Identify key strategies for utilizing AI to increase financial inclusion and increase access to financial products and services in underserved communities 

CPE Credit Offered: 1.0
Field of Study: Information Technology – Technical
Delivery Method: Group Live
Previous work experience and background knowledge is recommended 

Definitive Guide to Data Management

Credit unions are competing in a data-driven world, processing some of the most valuable data available. To stay competitive and relevant in today’s world, it is crucial for credit unions to understand data every day on member behavior, member preferences, and overall member patterns.  

One of the most valuable actions a credit union can take is to empower employees to use raw data well, which leads to better business decisions and promotes future growth.  

After this session you will be able to: 

  • Assess and understand where your CU is in the analytics lifecycle. 
  • Understand Best Practices on Data Analytics, along with the Why of these practices. 
  • Learn Practical Ways to bring increased Data Intelligence to your CU. 

CPE Credit Offered: 1.0
Field of Study: Information Technology – Technical
Delivery Method: Group Live
Previous work experience and background knowledge is recommended. 

 What is Your Fintech Investment Strategy?

Hear from Nick Evens, President and CEO of the Curql Collective, about how collaborative investments in fintechs are igniting relationships, partnerships, and networks to activate real change through technology in banking. Learn how to accelerate innovation through models with speed of funding, speed to market, and speed to change how members experience and engage with their credit union. 

After this session you will be able to:  

  • Activate real change through technology in banking. 
  • Identify, assess, partner with, and invest in fintech companies. 
  • Improve how you engage with your members and they engage with their money. 

CPE Credit Offered: 1.0
Field of Study: Information Technology – Technical
Delivery Method: Group Live
Previous work experience and background knowledge is recommended.

Build Small, Communicate Big with Digital Signage and Touch Screens

Information overload is causing consumers to tune out like never before. How can you get your message across with memorable, relevant communication? See how SECU emphasizes visual communication in its branches with its right-sized approach to design, creating efficiency across the organization.

After this session you will be able to:  

  • Understand current industry trends in member communications in the retail branch space. 
  • Connect the dots between visual signage and marketing strategies.  
  • Understand how to connect signage with staff training to support a comprehensive member communications strategy.  

CPE Credit Offered: 1.0 
Field of Study: Communications and Marketing – Non-technical  
Delivery Method: Group Live 
Previous work experience and background knowledge is recommended.

Discover the Top 5 Missing Leadership Skills CEOs & Boards are Begging for Today

Credit unions are becoming more complex and require new skills in our senior leaders. This session contains tools to help you lead more effectively as a strategic leader, capable of growing and empowering new leaders, elevating your emotional intelligence, and understanding the critical advancement of crucial communication skills. Connie Miller will provide great insight for board members on how to support their CEOs, while also empowering them to build successors in leadership positions for the next generation of credit union CEOs. Connie will also discuss finding courage, stomping out drama, building critical thinking skills, and building your personal brand as a respected leader. 

After this session you will be able to:  

  • Have a greater understanding of good governance practices for credit union boards.
  • Better harness and utilize your critical thinking skills for effective communication.
  • Understand the role of board leadership in establishing effective succession plans.

CPE Credit Offered: 1.0
Field of Study: Personal Development – Non-technical
Delivery Method: Group Live
Previous work experience and background knowledge is recommended. 

The New Hybrid Workplace: Strategies to Implement a Hybrid CU Model

Hear from industry experts about how to build a framework for a hybrid workplace, key considerations to guide the process, and implications for your employees and organizational culture. Case studies will be presented from credit unions that have recently implemented hybrid models, highlighting their approaches, priorities, challenges, and successes. 

After this session you will be able to:  

  • Identify key considerations when building a hybrid workplace model.  
  • Understand how to incorporate data into the decision-making process for establishing a hybrid work model that fits your credit union. 
  • Identify strategies for leveraging the opportunities and overcoming the challenges of a hybrid work model. 

CPE Credit Offered: 1.0
Field of Study: Personnel/ Human Resources – Non-technical
Delivery Method: Group Live
Previous work experience and background knowledge is recommended. 

Mobile Banking

Where’s the LOVE? Do your members love you? The goal isn’t to just build a mobile app. It’s to build a mobile app that makes your members love you. In recent years, there’s been a lot of discussion about the branch of the future. Backbase shares some valuable insights into why consumers love the “hand-held” branch — your mobile app — and how you can ensure the flame never goes out.

After this session you will be able to: 

  • Understand the challenges that credit unions face when trying to deliver humanized digital experience. 
  • Understand the 3 main pillars of member-centricity (consolidated experiences, self-service options, and personalization.)  
  • Understand the business value impact of solving these challenges and delivering member-centric experiences. 

CPE Credit Offered: 1.0
Field of Study: Information Technology– Technical
Delivery Method: Group Live
Previous work experience and background knowledge is recommended.

Cryptocurrency & Digital Assets

Cryptocurrency originated as a niche digital form of money and may eventually become a widespread method of payment. Most people today think of cryptocurrency as a form of investment. In this session, credit unions will learn the basics of cryptocurrency and digital assets and how to adapt to these trends. Although crypto could be a disruptive force, it can also become part of member engagement through digital channels.

After this session you will be able to:  

  • Understand the landscape of cryptocurrency and banking.  
  • Consider the strategic value of providing services related to cryptocurrency and digital assets to your credit union membership. 
  • Articulate the basics of cryptocurrency and digital assets to peers and colleagues.  

CPE Credit Offered: 1.0
Field of Study: Information Technology – Technical
Delivery Method: Group Live
Previous work experience and background knowledge is recommended. 

Exploring the Economic Impacts & Benefits to CU Members Across the 6-State Region

This session will preview forthcoming results from a study quantifying the economic impacts of credit unions operating in Arizona, Colorado, Idaho, Oregon, Washington, and Wyoming. This will be the fourth in a series of reports investigating credit unions in the Northwest, providing an opportunity to explore how the pandemic impacted credit union operations and the benefits they provide their members. Explore the impact of credit unions in GoWest’s expanded footprint, providing an opportunity to set a baseline for measuring the benefits to communities and members. Topics explored will include analyzing trends in membership growth and the state and local employment impacts of credit unions across the GoWest region. 

After this session you will be able to:  

  • Understand the results from the economic data collected from credit unions across the 6 states.
  • Have insight into the measurable impacts credit unions are having on their communities at the state and local level.
  • Analyze trends in credit union operations, membership growth, and employment across the region.

CPE Credit Offered: 1.0
Field of Study: Economics – Technical
Delivery Method: Group Live
Previous work experience and background knowledge is recommended. 

Shifting to Cloud and Cybersecurity

IT done right empowers and grows credit unions of all asset sizes and strengths. IT used to be so expensive that smaller credit unions were at a disadvantage from their peers with larger resources. This is not the case anymore, thanks to the great equalizer of cloud services. With more horsepower at a scalable model, a secure IT practice is now available to the masses, allowing all credit unions to meet the needs of their institution’s strength and size and to compete better in the market. This session will provide you with the power to use the cloud to help your credit union transform in this ever-evolving environment.  

After this session you will be able to:  

  • Discover how to build a technology strategy that is aligned with the CU Business today. 
  • Effectively manage and govern cybersecurity. 
  • Understand how collaboration is key to optimize savings as a small credit union.

CPE Credit Offered: 1.0
Field of Study: Information Technology– Technical
Delivery Method: Group Live
Previous work experience and background knowledge is recommended. 

Derivatives & Subordinated Debt: Tools to Help Credit Unions Manage Difficult Times

Managing your credit union has become extremely challenging over the last few years. We have experienced an influx of deposits, pressure on net worth, high inflation, and rising interest rates in addition to normal operating challenges. While there isn’t a magical solution to make all of our challenges go away, tools are available to help us manage difficult times such as these. Learn how subordinated debt can help low-income credit unions stabilize their net worth ratios and how interest rate derivatives help manage the interest rate risk exposures we add through the normal course of lending operations. This session will walk through the business cases and processes to help you decide if either subordinated debt or derivatives — or both! — make sense for you and your credit union. 

After this session you will be able to:  

  • Understand the strategy behind utilizing subordinated debt.  
  • Make sense of industry trends and the financial pressures impacting credit union balance sheets in today’s environment. 
  • Understand the connection between subordinated debt, derivatives, and opportunities to mitigate interest rate risk exposure.

CPE Credit Offered: 1.0
Field of Study: Finance – Technical
Delivery Method: Group Live
Previous work experience and background knowledge is recommended.

Developing a Data-Driven Member Feedback Program – A Case Study at Maps Credit Union

Learn how Maps Credit Union has combined data analytics and member sentiment to improve decision-making and profitability. Brenton Paulsen, director of business intelligence at Maps Credit Union, and David Deckelmann, CEO of LiveSurvey, will discuss the process of overlaying member sentiment with credit union member data to drive actionable results. 

After this session you will be able to:   

  • Understand industry trends around collecting and implementing member feedback.  
  • Understand strategies to transform member feedback data into actionable strategies at your organization. 
  • Understand strategies to combine data with detailed feedback into usable information.  

CPE Credit Offered: 1.0
Field of Study: Information Technology – Technical
Delivery Method: Group Live
Previous work experience and background knowledge is recommended.

Banking as a Service (BaaS) for credit unions

Today, Tech-savvy financial institutions are leveraging their investments in Open Banking and APIs to offer Banking-as-a-Service (BaaS) technology platforms to share and profit from their data and infrastructure. In this presentation, you will hear from Bob Long and Josh Reed on how Banking-as-a-Service (BaaS) is working in the marketplace today, learn how the platforms work, hear an overview of some of the key players in the marketplace, discuss some of the revenue opportunities that exist, and they will share some of the solutions out there that a Credit Union of most any size can offer to its customers. 

After this session you will be able to:  

  • Understand what Banking as a Service (BaaS) is and How it Works.  
  • Learn why credit unions should consider Banking as a Service (BaaS). 
  • Understand what some of the BaaS opportunities are or use cases available to credit unions.

CPE Credit Offered: 1.0
Field of Study: Information Technology – Technical
Delivery Method: Group Live
Previous work experience and background knowledge is recommended.

Blockchain Explained

Blockchain, the technology behind cryptocurrency, is a complex topic, but its fundamental goal is to record and share information more efficiently and securely. In this session, credit unions will learn the basics of how blockchain works and how it functions as a platform for building applications. Blockchain has the potential to transform many systems of accounting and data management across the industry.

After this session you will be able to:  

  • Articulate the basics of blockchain technology to peers and colleagues.
  • Understand the practical functionality of blockchain technology in building applications.
  • Connect the dots between blockchain technology and future trends for the credit union industry.

CPE Credit Offered: 1.0
Field of Study: Information Technology – Technical
Delivery Method: Group Live
Previous work experience and background knowledge is recommended.

Enterprise Risk Management Best Practices for Boards & Leaders

Directors and management must have a conceptual understanding of the risks that impact credit union earnings and capital. Enterprise risk management, driven by a credit union’s board of directors and management, is designed to identify those potential risks. Learn how ERM, the glue that combines strategic thinking, optimism, and pragmatic thought, is the most effective means of accomplishing this goal.

After this session you will be able to:  

  • Understand the unique role that Board Members, Supervisory Committee Members, Executive Leadership, and Management play in advancing Enterprise Risk Management. 
  • Understand strategies to effectively manage risks that impact credit union earnings capital. 
  • Understand the process for identifying and measuring potential risks to the credit union.  

CPE Credit Offered: 1.0
Field of Study: Management Services – Technical
Delivery Method: Group Live
Previous work experience and background knowledge is recommended.

Reinvent How You Serve Your Members

People communicate digitally in their personal lives and expect the same from their credit union. Serve your members at their point of need and support them in the channels they desire to create member loyalty and increase your credit union’s success.

After this session you will be able to:  

  • Improve communications with members. 
  • Increase member loyalty by supporting them when and where they need you the most. 
  • Remain competitive and sustainable by providing the tools necessary to meet members where they are.

CPE Credit Offered: 1.0
Field of Study: Communications and Marketing – Non-technical
Delivery Method: Group Live
Previous work experience and background knowledge is recommended. 

The Evolving Cyber & Information Security Policy Landscape

Cyber and information security remain among the top concerns of credit unions, regulators, and policymakers. This session will survey the evolving regulatory, supervisory, and policy responses to perceived risks, discuss the factors shaping the threat landscape, and provide an overview of the expectations for baseline cyber and information security posture.

After this session you will be able to:  

  • Understand industry trends impacting cyber and information security.  
  • Connect the dots between regulatory, policy, and supervisory responses to cybersecurity threats. 
  • Develop a baseline strategy at your organization to mitigate cyber and information security threats.

CPE Credit Offered: 1.0
Field of Study: Information Technology – Technical
Delivery Method: Group Live
Previous work experience and background knowledge is recommended. 

DEI as a Business Strategy

Every organization strives to have a healthy and respectful workplace.  Not only does DEI increase employee engagement, but there is research that shows having diversity in the organization and in leadership actually has correlations with profitability and performance. 

After this session you will be able to:  

  • Identify key strategies for cultivating DEI in the workplace. 
  • Understand the research demonstrating the impacts of effective DEI strategies on profitability. 
  • Implement effective DEI strategies to increase employee engagement and business performance.

CPE Credit Offered: 1.0
Field of Study: Personnel / Human Resources – Non-Technical 
Delivery Method: Group Live
Previous work experience and background knowledge is recommended