The GoWest Credit Union Association is committed to the success of all regional credit unions. We continue to champion and invest in initiatives tailored to support small credit unions. Look below at a few of the benefits and opportunities available exclusively to small credit unions.

Roundtable Meeting Dates

Small Credit Union Roundtables convene quarterly, with additional meetings on priority issues called as needed. Roundtables feature an open discussion on topics including growth strategies, succession planning, operational considerations, and more. Topics will be focused on issues specific to credit unions with assets of $500m or less, however, all regional credit unions are welcome to attend.

Session, Date, & TimeDetails, Agenda, & Registration
Tues, Oct. 25
9 a.m. - 12 p.m. PDT
This event will be in person at MAXX.
An invitation will be sent to those invited.


Small CU Listserv

This online community provides small credit unions an opportunity to ask questions about many pressing issues from policies and sources for grant funding, to vendor management, and more. Contact Carmen Vigil to be added.

Training & Development

CUNA CPD Online Small Credit Union Scholarship Program

Credit unions over $20 million in assets receive discounted pricing based on asset size, FTE count, and membership options when accessing this premier web-based training service. As a bonus, with a standard membership, credit unions receive a $50 discount on CUNA webinars. Through CPDOnline, there are numerous courses available in the areas of accounting, bankruptcy, collections, member service, lending, security, regulatory compliance, and more. CUNA offers 30-day free trials.


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 GoWest Foundation provides professional development scholarships awarding up to $1,000 per year for selected applicants.  Learn more on the  GoWest Foundation website. 

Small CU Discount Pricing for Events

Discounted pricing is available for all credit unions under $125 million in assets for various GoWest events including the Councils Program, Executives, and the MAXX Annual Convention.


Small CU Legal Retainer with Farleigh Wada Witt

Through a partnership with your Association, this program is designed to assist small credit unions with compliance by using Farleigh Wada Witt. Credit unions under $65 million in assets pay an optional annual fee that covers the cost of routine legal work which includes day-to-day operational matters, examination issues, and dispute analysis. Routine work does not include legal representation in court or the creation of non-routine documents.

GoWest Solutions

GoWest Solutions is focused on providing value to regional credit unions by offering timely, world-class solutions with the highest level of support. GoWest Solutions is uniquely positioned to help credit unions better serve members and achieve increased market share by leveraging the collective intelligence of our committed partners and the business solutions they provide in the areas of Emerging Technology, Industry Expertise, and Economic Value.

Compliance Support

CU PolicyPro

CU PolicyPro contains detailed model policies to help your credit union manage compliance and operational needs. It is completely customizable, and existing credit union policies can be easily added into the system through a secure website for efficient, consistent policy management.


As an online compliance resource for member and associate member credit unions, InfoSight provides 24/7 access to information and learning on a wide range of topics and issues that affect credit union operations on a federal and state level. The sections on model policies and common account administration procedures (i.e.: deceased member, trust accounts, etc.), is of particular interest to small credit unions.

Compliance Assistance

Calls to the compliance hotline and emails are acknowledged as soon as possible during business hours, with responses to questions provided within one business day. Some complex questions may require additional time to resolve. For questions on compliance matters please email your compliance team, fill out our question form, or call our hotline at 1.800.546.4465.


Consulting for Certifications & Grants

Your Association is available to consult and guide credit unions through the processes of obtaining Low Income and Community Development Financial Institutions (CDFI) certifications. We provide individualized consulting and webinars to help credit unions make the most of the grant opportunities available to them.

On Demand Webinars

On-demand webinars are available to help small credit unions navigate specific issues as they come up, such as CECL Implementation.

CUNA Small Credit Union Salary Report

The CUNA Staff Salary report includes salary information at credit unions with less than $50 million in assets and is purchased on behalf of small credit unions as a benefit of your GoWest membership.

Marketing Resource Center

The Marketing Resource Center provides research-proven samples, best practices, and customizable templates to help credit unions communicate the most effective messaging in their marketing campaigns. The Resource Center was created with small credit unions in mind and is updated on a quarterly basis.