HR & Trainers Council
About the HR & Trainers Council
2019 HR & Trainers’ Council meeting dates will be announced soon!
The HR & Trainers’ Council provides a forum for credit union professionals in human resources and training to learn about new techniques, preview other credit union’s practices, and share professional presentations in this self-directed forum. The open format of this Council serves to encourage and recharge staff dealing with similar challenges and developments within the Credit Union Movement. Human resources and training professionals will gather to learn, teach, and pass on tips; providing resources, information, and networking and professional development opportunities to best prepare for what’s on the horizon.
Council meetings will continue to be held in NWCUA offices with lunch provided and an opportunity to network with peers. Attendees will now be able to call-in directly from their desks, or convene with a group of their co-workers or peers in a conference room at their credit union. In-person Council meetings will no longer be organized in Eugene, Lewiston, Medford, Pocatello, or Spokane.
Meeting 2 Information - Nov. 14, 2018
Nov. 14, 2018
10 a.m. – 2 p.m. (PT)
11 a.m. – 3 p.m. (MT)
Ready. Set. Grow!
Julie will take you on a journey from the front line to the bottom line to help your team become relationship rock stars. Sales culture and business development evolution are critical components for us to continue to thrive. You will learn how to maximize the power of relationships both internally and externally to fuel the growth engine for your credit union.
Sound Credit Union’s Certified Mentor Program
Sound’s Certified Mentor Program was launched in 2013 with the vision of helping employees transition from a “classroom learning environment” to a “real life environment” within a branch or department setting. Each year the program continues to grow and flourish with new practices. Two members of the Sound CU team, Shannah Usher, Sr. Training & Development Specialist and Tresha Gillingham, Training & Development Manager, will join us to share the successes they have had with the program.
About the Presenters
Julie Ferguson, JRF Consulting
Living and breathing the credit union life for over two decades, Julie spent sixteen years at First Tech Federal Credit Union before going out on her own and starting JRF Consulting Services, LLC in 2009. JRF Consulting concentrates on growth and member engagement. Helping credit unions create results-oriented business development strategies and working with team members to successfully execute the growth plan drives in new business. Additionally, Julie’s Journey to Service Excellence sales and service training program arms front line employees with the tools necessary to enhance existing member relationships.
Shannah Usher, Senior Training & Development Specialist, Sound Credit Union
Shannah has been in the credit union industry for 13 years, her career has been exclusively with Sound Credit Union. She started as a Member Service Representative I and has explored various positions including Branch Supervisor, Branch Manager and Training Coordinator. Shannah is currently a Senior Training and Development Specialist and has been in training for 5 years.
Tresha Gillingham, Training & Development Manager, Sound Credit Union
Tresha joined Sound Credit Union as the Training and Development Manager in March 2017. Although newer to the credit union industry, Tresha has over 14 years of financial industry background and more than 10 years in the Training and Development field.
Council Memberships & Scholarships
Attend an individual council meeting or purchase a membership for your credit union. Click here to view Council membership options and pricing.
A la Carte Options:
- Individual Council Attendance: $79
Continued education and training of credit union employees helps keep the Credit Union Movement vibrant and competitive in the financial marketplace. We understand this can take a significant commitment of time and money. The Northwest Credit Union Foundation provides professional development scholarships awarding up to $1,500 per year for selected applicants.
There is a listerv associated with this Council, email firstname.lastname@example.org to get added.
NWCUA Staff Liaison
Cancellation & Refund Policy
Twenty-four hour cancellation notice required. Failure to do so will result in a $10.00 fee. Refunds are not available. This program is open to NWCUA Member and Associate Member credit union employees only.
For more information about the Northwest Credit Union Association’s Council program, email Carmen Vigil at email@example.com.