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10 Results

  • Contains 1 Component(s) Includes a Live Web Event on 08/22/2022 at 9:00 AM (EDT)

    Join us on August 22, 2022 for the Mid-Atlantic Finance and Accounting Roundtable presented by The Baker Group. In this session, attendees will learn how to navigate the Feds new policies, how the NEV supervisory test behaves in a rising rate environment, about NCUA RBC changes and what they mean to credit unions, and how to create and execute successful balance sheet strategies.

    Event Information
    August 22, 2022 | 9 am - 10:30 am EST
    Online (Zoom)

    Join us on August 22, 2022 for the Mid-Atlantic Finance and Accounting Roundtable session, presented by The Baker Group. 

    In this session, Andrew Okolski, Director of Municipality Strategies will cover:

    • Examiner Expectations for 2022: How the NEV supervisory test behaves in a rising rate environment
    • NCUA RBC Changes and What They Mean to Credit Unions
    • Balance Sheet Management in a Rising Rate Environment: How to navigate through the Feds new policies
    • Increasing Balance Sheet Performance: Creating and executing successful balance sheet strategies

    Who Should Attend? All credit union finance professionals (CEO, CFO, and VP of Finance)


    SPEAKER

    image


    Andrew Okolski is the Director of Municipality Strategies at The Baker Group. He works directly with clients in a broad range of areas including ALM, education, portfolio management, interest rate risk management, strategic planning, regulatory issues, and wholesale market strategies for credit unions. Before joining the firm, he spent fifteen years building and managing a financial strategies group at a New York broker/dealer with a specific focus on Government Entities. Andy holds a Bachelor of Business Administration Degree from Long Island University – C.W. Post.

  • Contains 3 Component(s) Includes a Live Web Event on 08/18/2022 at 9:00 AM (EDT)

    Join MD|DC Credit Union Association Compliance Director Andre Lucas for guidance on how credit unions can assist their members facing financial challenges, and what they should do to be on top of their member’s list of creditors.

    Join MD|DC Credit Union Association Compliance Director Andre Lucas for guidance on how credit unions can assist their members facing financial challenges, and what they should do to be on top of their member’s list of creditors.

    In this session, we will cover:

    • Policies and procedures
    • Quality control (Communicating with Lending)
    • Causes of delinquency
    • Making the call
    • Collection process
    • Repayment options
    • Flexibility in the Collection Process
    • Repossession
    • Collateral liquidation
    • Bankruptcy
    • Charge-off

    Andre Lucas (Moderator)

    Director of Compliance

    MD|DC Credit Union Association

    André Lucas is Director of Compliance at the Maryland & District of Columbia Credit Union Association. André began his career in the financial industry as a Loan Officer/Collector with American Finance Company in 1977. Spending a large portion of his workweek collecting in the field, André quickly became recognized for his strong ability to collect face-to-face and recover collateral.

    André began his credit union career as a Collection Officer with Pentagon Federal Credit Union in January 1984. In July 1986, he accepted the position of Collections Manager with CommonWealth One Federal Credit Union (formerly AMC FCU) in Alexandria, Virginia. During his twenty years there, André was one of the first elected officers for the Capital Area Collection Managers Roundtable Group, serving as the first Chairman from 1995 through 1998, Vice Chairman in 2000, and again as the Chairman in 2001 and 2002. His involvement with the roundtable also led him to Chair the committee that provides assistance and collections training to small credit unions.

    André’s current responsibilities include active involvement in consulting with affiliated credit unions on operational issues, policies and procedure development, and federal and state compliance issues. André also provides training in the areas of Bank Secrecy Act (BSA) and Collections and conducts on-site BSA testing/reviews for affiliated credit unions.

    Originally from Washington, DC, Andre holds CUNA's Certified Credit Union Compliance Expert (CUCE) and BSA Compliance Specialist (BSACS) designations.

  • Contains 5 Component(s) Recorded On: 03/15/2022

    In this session, Compliance Director, Andre Lucas provides the information you need to ensure your training requirements have been met before your examiner walks in the door.

    Event Information
    March 15, 2022 | 9 am - 10:30 am EST

    Satisfy your annual BSA update training requirements for credit union volunteers. NCUA and state examiners are committed to enforcing the Bank Secrecy Act (BSA), so complying with the regulation should be a top priority for every credit union. Get the information you need to ensure your training requirements have been met before your examiner walks in the door. Attendees will take a close look at the requirements of MSA and the Customer Identification Program (CIP); receive an overview of the Office of Foreign Assets Control (OFAC) and the PATRIOT Act; review policy requirements and examples of noncompliance; identity the penalties that regulators could potentially impose on your credit union; review CTR and SAR filing requirements and much more.

    Participants will:
    • Learn how the five pillars of BSA need to be implemented with appropriate policies and procedures to effectively manage compliance
    • Learn the importance of identifying, understanding and mitigating money laundering risks
    • Learn about the latest updates to CDD rules and beneficial owners
    • Learn about monitoring to complete Currency Transaction Reports and Suspicious Activity Reports
    • Learn how the roles of FinCEN, FAC and the USA Patriot Act impact your credit union
    • Learn the importance of customer due diligence
    • Review and discuss money laundering techniques
    • Learn penalties and enforcement actions for non-compliance

    Earn Continuing Professional Education Credits!

    MD|DC 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.

    Participants will earn 1.0 CPE credit
    In order to be awarded the full credit hour, you must be present for at least 50 minutes and participate by answering prompted questions related to the content presented by the instructor.

    Field of Study: Specialized Knowledge

    Additional Information

    Prerequisites: None

    Who should attend: Credit union board of directors and supervisory committee members/volunteers.

    Advanced Preparation: None

    Program Level: Basic Delivery

    Delivery Method: Group Internet Based

    Cancellation Policy

    To cancel a registration, the attendee must send request in writing by email to the Training and Education department at chunter@mddccua.org. If the cancellation email is received 7 or more days before the scheduled session, a refund or credit will be made.

    No refunds or credits will be made if the cancellation email is received within 6 days of the training session. For more information regarding MD|DC CUA training policies, including cancellation or complaints, please contact Chrystal Hunter, Training & Events Manager at
    443-325-0772.

    Andre Lucas (Moderator)

    Director of Compliance

    MD|DC Credit Union Association

    André Lucas is Director of Compliance at the Maryland & District of Columbia Credit Union Association. André began his career in the financial industry as a Loan Officer/Collector with American Finance Company in 1977. Spending a large portion of his workweek collecting in the field, André quickly became recognized for his strong ability to collect face-to-face and recover collateral.

    André began his credit union career as a Collection Officer with Pentagon Federal Credit Union in January 1984. In July 1986, he accepted the position of Collections Manager with CommonWealth One Federal Credit Union (formerly AMC FCU) in Alexandria, Virginia. During his twenty years there, André was one of the first elected officers for the Capital Area Collection Managers Roundtable Group, serving as the first Chairman from 1995 through 1998, Vice Chairman in 2000, and again as the Chairman in 2001 and 2002. His involvement with the roundtable also led him to Chair the committee that provides assistance and collections training to small credit unions.

    André’s current responsibilities include active involvement in consulting with affiliated credit unions on operational issues, policies and procedure development, and federal and state compliance issues. André also provides training in the areas of Bank Secrecy Act (BSA) and Collections and conducts on-site BSA testing/reviews for affiliated credit unions.

    Originally from Washington, DC, Andre holds CUNA's Certified Credit Union Compliance Expert (CUCE) and BSA Compliance Specialist (BSACS) designations.

    Cancellation Policy 

    Live events
    To cancel registration for a live event, the registrant must send an email to Chrystal Hunter, Training and Events, at chunter@mddccua.org. If the cancellation email is received 7 or more days before the live event, a refund or credit will be made minus a 30% cancellation fee. No refunds or credits will be made if the cancellation email is received within 6 days of the live event.  

    Self-study Courses and Recordings
    To cancel registration for a self-study program or recording, a refund or credit will be made if course component has never been viewed or accessed by registrant. No refunds or credits will be made if the course component has been viewed or accessed. 

    Training Discount

    Financial assistance is available for credit unions with less than $150 million in assets through training grants provided by the CU Foundation of MD|DC. 

    Approved awardees will receive their training grant as a REIMBURSEMENT upon successful completion of the program. Certification verification demonstrating completion of the program is required to receive the grant. Eligible credit unions may receive up to $2,000 annually.  Funds are limited. 

    To apply, please visit: www.cufound.org/training

  • Contains 1 Component(s)

    Re-play the HR Roundtable hosted virtually on 12/6/21. In this session, Attorney, John Bredehoft, Member, Kaufman & Canoles, P.C., provided pertinent updates concerning vaccine mandates, compliance and legal challenges employers must be aware of.

    In this session you will hear from workplace attorney John Bredehoft with Kaufman & Canoles, who will share how credit unions should prepare for implementation of OSHA vaccine rules for businesses with 100 or more employees, as well as meet requirements for federal contractors. While legal challenges are underway, employers must prepare to comply. Bredehoft will discuss:


    • Requirements and deadlines
    • Developing a vaccine policy (determining employee vaccine status, identify testing sites, covering testing cost, etc)
    • Reporting & Record-Keeping Procedures
    • What to expect from a new administration in Virginia

  • Contains 3 Component(s)

    The Exceptional Leader program is a high-impact, comprehensive, six-month leadership mastery program geared toward established and emerging leaders. This program is designed to upgrade the management skills of leaders and dramatically increase their effectiveness.

    The Exceptional Leader program is a high-impact, comprehensive, six-month leadership mastery program geared toward established and emerging leaders. This program is designed to upgrade the management skills of leaders and dramatically increase their effectiveness.

    Results your managers will achieve from The Exceptional Leader program:
    • Increase their productivity by at least 20% and gain more time for planning and strategizing
    • Increase employee engagement and individual and team productivity
    • Delegate effectively so that the manager can focus on high-impact areas and get better results
    • Be able to coach and develop employees to take ownership of their jobs and work at peak performance
    • Build succession and develop their team to high levels of leadership
    • Handle crucial conversations and difficult situations effectively and with ease
    • Instill accountability and get better results from their team in a positive and principled way
    • Reduce stress, build confidence and become a more purposeful leader

    Your leaders will learn how to be highly effective and create a culture that fosters team engagement and results. We meet once a month for six months and build mastery in the following areas:

    Module 1 - Purposeful Productivity
    Module 2 - Coaching & Developing Employees
    Module 3 - Engaging & Recognizing Employees
    Module 4 - Crucial Conversations & Communication
    Module 5 - Accountability & Results
    Module 6 - Leading at a Higher Level

    Targeted Audience
    Suitable for executives, directors, managers, and supervisors

    Program Schedule
    September 14, 2022 (In Person) @ MDDCCUA
    October 12, 2022
    November 16, 2022
    December 14, 2022
    January 11, 2023
    February 8, 2023 (In Person) @ MDDCCUA

    All virtual sessions 9:00 am – 12:30 pm
    In-person sessions 9:00 am - 1:00 pm

    In-Person  
    SpringHill Suites
    7055 Minstrel Way
    Columbia, MD 21046

    image

    Laurie Maddalena is CEO of Envision Excellence, a leadership development consulting firm that provides leadership development programs for managers and executives, executive and leadership coaching, management training, Myers-Briggs facilitation, Emotional Intelligence surveys and leadership assessments. Laurie has been personally mentored by Jack Canfield, author of The Success Principles, and is a certified Success Principles Trainer. Laurie is a member of the National Speakers Association (NSA), and is a Certified Speaking Professional (CSP), a designation earned by less than 15% of speakers worldwide. She writes a monthly online column for next generation leaders for CUES, is a contributing writer on leadership for The Huffington Post and CUInsight, and has published articles in Credit Union Management. Laurie has worked directly with Brené Brown, a bestselling author and researcher, and is a certified Dare to LeadÔ facilitator. Prior to establishing her own coaching and consulting business, Laurie served as Vice President of Human Resources/Organizational Development at Montgomery County Teachers Federal Credit Union (MCT). Under Laurie’s leadership, MCT was awarded the “Excellent Place to Work” designation by the Maryland Work~Life Alliance for seven years in a row. Laurie earned a Master of Business Administration (MBA) degree and a Master of Science degree in human resources/organizational development from The University of Maryland, University College. She also earned a bachelor’s degree in speech communication from Syracuse University. Laurie is a certified executive coach through The Coaches Training Institute, and completed team and organizational coaching training through The Center for Right Relationship and Team Coaching International. Laurie lives in Maryland with her husband, Rino, and their three young children, Olivia, Luca and Clara. She is a culinary enthusiast, avid reader, cappuccino lover, and enjoys a nice glass of Cabernet.

    Cancellation Policy 

    Live events
    To cancel registration for a live event, the registrant must send an email to Chrystal Hunter, Training and Events, at chunter@mddccua.org. If the cancellation email is received 7 or more days before the live event, a refund or credit will be made minus a 30% cancellation fee. No refunds or credits will be made if the cancellation email is received within 6 days of the live event.  

    Self-study Courses and Recordings
    To cancel registration for a self-study program or recording, a refund or credit will be made if course component has never been viewed or accessed by registrant. No refunds or credits will be made if the course component has been viewed or accessed. 

    Training Discount

    Financial assistance is available for credit unions with less than $150 million in assets through training grants provided by the CU Foundation of MD|DC. 

    Approved awardees will receive their training grant as a REIMBURSEMENT upon successful completion of the program. Certification verification demonstrating completion of the program is required to receive the grant. Eligible credit unions may receive up to $2,000 annually.  Funds are limited. 

    To apply, please visit: www.cufound.org/training

  • Contains 1 Component(s)

    ​Supervisory Committee members juggle busy schedules along with their credit union responsibilities, making it challenging to find time to meet for group trainings. Given the scope of their responsibilities, it's important that committee members have access to the most comprehensive training available.

    The MD|DC Credit Union Association has partnered with Ancin Cooley of Synergy Credit Union Consulting to offer robust and engaging online training that not only instructs, but also gives committee members access to the video content and resources for a full year. Upon completion, participants will be certified for three years. Check out the video below to find out more:

    The online training includes five (5) instructional modules:

    1. Your Role as a Supervisory Committee Member

    2. Understanding Your Audit Universe

    3. The month-to-month work expected of the Supervisory Committee

    4. The Supervisory Chair Role and it’s Responsibilities

    5. Deep Dive: Understanding your Audit Reports

    Each module contains multiple short and easy-to-comprehend video units; printable key definitions and takeaways; a quiz; and a bonus video containing instructor insight – which is a quick, informal, conversational summary and some parting wisdom from Ancin Cooley.

    image

    Mr. Ancin Cooley, CIA, CISA, is the Founder and Principal of Synergy Bank Consulting, Inc. Synergy provides a suite of risk management services to financial institutions, which include loan reviews, information technology audits, internal audits, directors' exams, and regulatory compliance reviews. As principal, Ancin manages a growing portfolio of clients with assets ranging from $100 million to over $800 million dollars.

    Ancin brings more than 10 years of experience to the industry. He gained deep, first-hand knowledge while serving as an examiner at the Office of the Comptroller of the Currency (OCC). During his tenure at the OCC, he performed safety and soundness examinations at community and mid-size banks that ranged from $100 million to $8 billion dollars in total assets. After leaving the OCC, Ancin worked for a regional accounting firm where he led internal audits, as well as loan and pre-regulatory examiner reviews.

    When not advising clients, training for triathlons, or spending time with his young son, Ancin designs and conducts trainings for the banking industry. In addition, he is a well sought-after expert contributor to a host of financial publications. He has most recently been featured in Forbes Magazine and The Independent Banker.

    Ancin holds a Master’s of Accounting and Financial Management degree from Keller Graduate School and received a Bachelor of Science in Business from Morehouse College.

    Cancellation Policy 

    Live events
    To cancel registration for a live event, the registrant must send an email to Chrystal Hunter, Training and Events, at chunter@mddccua.org. If the cancellation email is received 7 or more days before the live event, a refund or credit will be made minus a 30% cancellation fee. No refunds or credits will be made if the cancellation email is received within 6 days of the live event. 

    Self-study Courses and Recordings
    To cancel registration for a self-study program or recording, a refund or credit will be made if course component has never been viewed or accessed by registrant. No refunds or credits will be made if the course component has been viewed or accessed. 

    Training Discount

    Financial assistance is available for credit unions with less than $150 million in assets through training grants provided by the CU Foundation of MD|DC. 

    Approved awardees will receive their training grant as a REIMBURSEMENT upon successful completion of the program. Certification verification demonstrating completion of the program is required to receive the grant. Eligible credit unions may receive up to $2,000 annually.  Funds are limited. 

    To apply, please visit: www.cufound.org/training

  • Contains 1 Component(s)

    ​Supervisory Committee members juggle busy schedules along with their credit union responsibilities, making it challenging to find time to meet for group trainings. Given the scope of their responsibilities, it's important that committee members have access to the most comprehensive training available.

    The MD|DC Credit Union Association has partnered with Ancin Cooley of Synergy Credit Union Consulting to offer robust and engaging online training that not only instructs, but also gives committee members access to the video content and resources for a full year. Upon completion, participants will be certified for three years. Check out the video below to find out more:

    The online training includes five (5) instructional modules:

    1. Your Role as a Supervisory Committee Member

    2. Understanding Your Audit Universe

    3. The month-to-month work expected of the Supervisory Committee

    4. The Supervisory Chair Role and it’s Responsibilities

    5. Deep Dive: Understanding your Audit Reports

    Each module contains multiple short and easy-to-comprehend video units; printable key definitions and takeaways; a quiz; and a bonus video containing instructor insight – which is a quick, informal, conversational summary and some parting wisdom from Ancin Cooley.

    image

    Mr. Ancin Cooley, CIA, CISA, is the Founder and Principal of Synergy Bank Consulting, Inc. Synergy provides a suite of risk management services to financial institutions, which include loan reviews, information technology audits, internal audits, directors' exams, and regulatory compliance reviews. As principal, Ancin manages a growing portfolio of clients with assets ranging from $100 million to over $800 million dollars.

    Ancin brings more than 10 years of experience to the industry. He gained deep, first-hand knowledge while serving as an examiner at the Office of the Comptroller of the Currency (OCC). During his tenure at the OCC, he performed safety and soundness examinations at community and mid-size banks that ranged from $100 million to $8 billion dollars in total assets. After leaving the OCC, Ancin worked for a regional accounting firm where he led internal audits, as well as loan and pre-regulatory examiner reviews.

    When not advising clients, training for triathlons, or spending time with his young son, Ancin designs and conducts trainings for the banking industry. In addition, he is a well sought-after expert contributor to a host of financial publications. He has most recently been featured in Forbes Magazine and The Independent Banker.

    Ancin holds a Master’s of Accounting and Financial Management degree from Keller Graduate School and received a Bachelor of Science in Business from Morehouse College.

    Cancellation Policy 

    Live events
    To cancel registration for a live event, the registrant must send an email to Chrystal Hunter, Training and Events, at chunter@mddccua.org. If the cancellation email is received 7 or more days before the live event, a refund or credit will be made minus a 30% cancellation fee. No refunds or credits will be made if the cancellation email is received within 6 days of the live event.  

    Self-study Courses and Recordings
    To cancel registration for a self-study program or recording, a refund or credit will be made if course component has never been viewed or accessed by registrant. No refunds or credits will be made if the course component has been viewed or accessed. 

    Training Discount

    Financial assistance is available for credit unions with less than $150 million in assets through training grants provided by the CU Foundation of MD|DC. 

    Approved awardees will receive their training grant as a REIMBURSEMENT upon successful completion of the program. Certification verification demonstrating completion of the program is required to receive the grant. Eligible credit unions may receive up to $2,000 annually.  Funds are limited. 

    To apply, please visit: www.cufound.org/training

  • Contains 1 Component(s)

    ​Supervisory Committee members juggle busy schedules along with their credit union responsibilities, making it challenging to find time to meet for group trainings. Given the scope of their responsibilities, it's important that committee members have access to the most comprehensive training available.

    The MD|DC Credit Union Association has partnered with Ancin Cooley of Synergy Credit Union Consulting to offer robust and engaging online training that not only instructs, but also gives committee members access to the video content and resources for a full year. Upon completion, participants will be certified for three years. Check out the video below to find out more:

    The online training includes five (5) instructional modules:

    1. Your Role as a Supervisory Committee Member

    2. Understanding Your Audit Universe

    3. The month-to-month work expected of the Supervisory Committee

    4. The Supervisory Chair Role and it’s Responsibilities

    5. Deep Dive: Understanding your Audit Reports

    Each module contains multiple short and easy-to-comprehend video units; printable key definitions and takeaways; a quiz; and a bonus video containing instructor insight – which is a quick, informal, conversational summary and some parting wisdom from Ancin Cooley.


    image

    Mr. Ancin Cooley, CIA, CISA, is the Founder and Principal of Synergy Bank Consulting, Inc. Synergy provides a suite of risk management services to financial institutions, which include loan reviews, information technology audits, internal audits, directors' exams, and regulatory compliance reviews. As principal, Ancin manages a growing portfolio of clients with assets ranging from $100 million to over $800 million dollars.

    Ancin brings more than 10 years of experience to the industry. He gained deep, first-hand knowledge while serving as an examiner at the Office of the Comptroller of the Currency (OCC). During his tenure at the OCC, he performed safety and soundness examinations at community and mid-size banks that ranged from $100 million to $8 billion dollars in total assets. After leaving the OCC, Ancin worked for a regional accounting firm where he led internal audits, as well as loan and pre-regulatory examiner reviews.

    When not advising clients, training for triathlons, or spending time with his young son, Ancin designs and conducts trainings for the banking industry. In addition, he is a well sought-after expert contributor to a host of financial publications. He has most recently been featured in Forbes Magazine and The Independent Banker.

    Ancin holds a Master’s of Accounting and Financial Management degree from Keller Graduate School and received a Bachelor of Science in Business from Morehouse College.

    Cancellation Policy 

    Live events
    To cancel registration for a live event, the registrant must send an email to Chrystal Hunter, Training and Events, at chunter@mddccua.org. If the cancellation email is received 7 or more days before the live event, a refund or credit will be made minus a 30% cancellation fee. No refunds or credits will be made if the cancellation email is received within 6 days of the live event.  

    Self-study Courses and Recordings
    To cancel registration for a self-study program or recording, a refund or credit will be made if course component has never been viewed or accessed by registrant. No refunds or credits will be made if the course component has been viewed or accessed. 

    Training Discount

    Financial assistance is available for credit unions with less than $150 million in assets through training grants provided by the CU Foundation of MD|DC.

     Approved awardees will receive their training grant as a REIMBURSEMENT upon successful completion of the program. Certification verification demonstrating completion of the program is required to receive the grant. Eligible credit unions may receive up to $2,000 annually.  Funds are limited. 

    To apply, please visit: www.cufound.org/training

  • Contains 3 Component(s)

    Participants in this interactive and engaging workshop will complete the EQ-i 2.0 assessment--the first scientifically validated emotional intelligence tool in the world. Each leader will receive a confidential personalized report that includes results of their emotional intelligence on 16 elements, a customized and detailed summary of each element with tailored suggestions for improvement, and an action plan and development guide.

    Event Information
    October 5, 2022 | 9:00 am - 12:00 pm

    Emotional intelligence is the ability to perceive, control, and evaluate emotions. The most successful leaders have the ability to monitor their own feelings as well as the emotions of others and use this information to guide their thinking and actions. Emotional intelligence has been proven to be a key indicator in human performance and development potential.

    Participants in this interactive and engaging workshop will complete the EQ-i 2.0 assessment--the first scientifically validated emotional intelligence tool in the world. Each leader will receive a confidential personalized report that includes results of their emotional intelligence on 16 elements, a customized and detailed summary of each element with tailored suggestions for improvement, and an action plan and development guide. We will spend the session debriefing the assessment to give leaders a clear understanding of their current emotional intelligence as well as how they can leverage their strengths and identify areas for development to improve their emotional intelligence over time.

    Organizations that have used the EQ-1 2.0 with their leadership team have reported increased performance, higher profits, improved customer satisfaction, decreased attrition rates, and a decrease in training costs.

    Join us in this interactive session that will provide you with personal feedback and strategies for high-impact leadership.

    Who Should Attend?
    Suitable for executives, directors, managers, supervisors, and any level regular employee.

    Cancellation Policy 

    Live events
    To cancel registration for a live event, the registrant must send an email to Chrystal Hunter, Training and Events, at chunter@mddccua.org. If the cancellation email is received 7 or more days before the live event, a refund or credit will be made minus a 30% cancellation fee. No refunds or credits will be made if the cancellation email is received within 6 days of the live event.  

    Self-study Courses and Recordings
    To cancel registration for a self-study program or recording, a refund or credit will be made if course component has never been viewed or accessed by registrant. No refunds or credits will be made if the course component has been viewed or accessed. 

    Training Discount

    Financial assistance is available for credit unions with less than $150 million in assets through training grants provided by the CU Foundation of MD|DC. 

    Approved awardees will receive their training grant as a REIMBURSEMENT upon successful completion of the program. Certification verification demonstrating completion of the program is required to receive the grant. Eligible credit unions may receive up to $2,000 annually.  Funds are limited. 

    To apply, please visit: www.cufound.org/training

  • Contains 3 Component(s)

    Re-play the Small CU Roundtable hosted virtually on 2/10/21. In this session, speaker Amanda Thomas, Founder/President of TWO Score, shares competitive marketing tactics and strategies.

    Event Information
    Recorded: February 10, 2021

    71% of the credit union industry is considered "small" (under $100 million in assets). So how do you compete in a market where everything is changing and to stay up with the latest technologies and trends takes a massive budget?

    Hear from Amanda Thomas, Founder/President of Two Score, as she shares marketing tactics and other strategies you can employ to not only compete but thrive in the future.

    Amanda Thomas

    Founder/CEO

    Two Score LLC

    A credit union veteran, Amanda has many years of marketing experience in credit unions ranging in size from $37 million to $200 million in assets. Her unique approach to marketing and passion for organizational culture and employee engagement has made TwoScore a vital partner of many credit unions across the United States.Amanda is the recipient of many state and national awards, including the Ohio Credit Union League Cutting Edge Marketing Brilliance Award, Trailblazer 40 Below, Crash the GAC, Crash Big.Bright.Minds and she was a finalist in the 2011 CUES Next Top Credit Union Exec competition.When she's not busy helping credit unions succeed, you can find her reading history books, watching her beloved Kentucky Wildcats basketball team, trying out a gourmet recipe, or planning her next travel adventure. As you may have guessed, she’s a bit of a Francophile! Don't be surprised if you also see her speaking outside of credit unions, sharing her love of marketing, culture, and leadership with others.

    Cancellation Policy 

    Live events
    To cancel registration for a live event, the registrant must send an email to Chrystal Hunter, Training and Events, at chunter@mddccua.org. If the cancellation email is received 7 or more days before the live event, a refund or credit will be made minus a 30% cancellation fee. No refunds or credits will be made if the cancellation email is received within 6 days of the live event. 

    Self-study Courses and Recordings
    To cancel registration for a self-study program or recording, a refund or credit will be made if course component has never been viewed or accessed by registrant. No refunds or credits will be made if the course component has been viewed or accessed. 

    Training Discount

    Financial assistance is available for credit unions with less than $150 million in assets through training grants provided by the CU Foundation of MD|DC. 

    Approved awardees will receive their training grant as a REIMBURSEMENT upon successful completion of the program. Certification verification demonstrating completion of the program is required to receive the grant. Eligible credit unions may receive up to $2,000 annually.  Funds are limited. 

    To apply, please visit: www.cufound.org/training