Welcome to the E&E Roundup for May
Cornerstone League offers professional development year-round across the five-state region. We invite credit union leaders and staff to explore upcoming opportunities to broaden your knowledge base and enhance your value proposition. Be sure to check out our "
CU Changemakers: Advocacy training for Sabine chapter
As a constituent, you hold a special place of consideration in your elected officials’ policymaking decisions. That’s why participating in grassroots engagement with your lawmakers is one of the most powerful ways to advocate for credit unions—they WANT to hear from you.
Join us for CU Changemakers: An Advocacy Workshop. This two-hour event is offered free as a benefit of Cornerstone membership. You’ll learn about:
- The vital connection between credit unions and advocacy,
- How legislative action and laws have shaped our current situation, and
- How to meet successfully with an elected official.
Workshop Details
May 9: CU Changemakers: An Advocacy Workshop
Hosted by the Sabine Chapter of Credit Unions
3 to 5 p.m.
Holiday Inn Beaumont Plaza
3950 I-10 South
Beaumont, Texas 77705
Register today.
Your presenter: April Mobley
April Mobley, CUDE, is the Texas grassroots and PAC director for Cornerstone League. Her areas of expertise include grassroots and credit union advocacy, Advocacy 101 training, and political action committee (PAC) fundraising. She was instrumental in creating the UNITE grassroots program (previously CU: ROAR) and is a lead planner and coordinator of Cornerstone’s premier advocacy events, such as Hike the Hill and governmental affairs conferences.
ALM Workshops return in June
Registration is open for the June ALM Workshops. Join presenter Margot Strong, ALM and financial analysis director at Cornerstone League, as she delivers a progressive, two-part workshop discussing the topics of asset/liability management. Workshops will be hosted at MemberSource Credit Union in Houston, June 4–5.
The ALM Webinars are delivered in a two-day format. These workshops are perfect for anyone who wants to dip their toes into the world of credit union ALM or brush up on their expertise.
Register by May 17 to take advantage of the early bird discount.
Our Essentials and Implementation Workshops* are designed to get you up to speed on the key ALM goals, covering everything from
earnings and capital to liquidity and basic interest-rate risk management. They’re an excellent chance for you, your team, ALCO members, and even board members to deepen your understanding and sharpen your skills.
- Day 1: ALM Essentials | 9 a.m. to 4 p.m.
- Enhance your understanding of the critical operational areas of earnings, capital, liquidity, and interest-rate risk management and how these four goals of ALM are interrelated.
- How to manage earnings and spread.
- The ratios you need to monitor, how to calculate the 13 Key Ratios, and the impact factors that drive them.
- Day 2: ALM Implementation | 9 a.m. to 3 p.m.
- Interest-rate risk: what it is, why it impacts the credit union, and why NCUA requires regular monitoring.
- Components of an ALM policy and an investment policy.
- Historical liquidity analysis to identify and support liquidity needs.
Learn more details and register.
Learn how to strengthen member relationships at Principles & Philosophy
One thing remains constant in financial services: the principles and philosophy that guide credit unions. They’re not just ideals—they're the bedrock of good business. Understanding their application isn't just insightful; it's essential for setting your credit union apart in an ever-changing marketplace.
Join us for the Principles and Philosophy Workshop, July 30–Aug. 1 in Allen, Texas. Save $200 with the early bird discount when you register by May 17.
Why you should attend this unique workshop:
- Strategic Insights: Gain invaluable insights into how these foundational concepts can be applied to your credit union's operations. Discover practical strategies to better serve your members while reinforcing the unique value proposition of financial cooperatives.
- Competitive Edge: Learn how embracing these principles can be a primary differentiator for your credit union in a competitive market. You'll solidify your position as a trusted financial partner by aligning your organization with the values that resonate most with consumers.
- Member-Centric Approach: Explore how integrating these principles into your business model can enhance member satisfaction and loyalty. By prioritizing the needs and well-being of your members, you'll cultivate stronger relationships and drive long-term success.
- Market Positioning: Understand the role of principles and philosophy in shaping the perception of credit unions within the broader financial ecosystem. Position your credit union as a beacon of ethical leadership and community-centric values, attracting like-minded members and stakeholders.
- Inspiration and Collaboration: Engage with industry peers and thought leaders who share your commitment to the credit union movement. Exchange ideas, share best practices, collaborate on innovative solutions to common challenges, and reignite your passion for driving positive change.
Don't miss this opportunity to unlock the full potential of your credit union by harnessing the power of the movement’s principles and philosophy.
Register now to secure your seat!
In-Person Opportunities
05/13–15
Young Professionals Conference
San Antonio, TX
A conference dedicated to credit union professionals age 40 and younger.
05/22
CEO Roundtable: Arkansas
Little Rock, AR
Opportunity for CEOs to engage in discussions with colleagues from around the region.
Virtual Opportunities
05/07
Lifting the Regulatory Burden
Online
Learn about regulatory hot topics, examiner focus in 2024, and how to leverage your time and staff.
05/09
Advocacy Update: Kansas
Online
Credit union advocacy leaders in Kansas are invited to hear the latest policy and political news.
05/16
Advocacy Update: Missouri
Online
Credit union advocacy leaders in Missouri are invited to hear the latest policy and political news.
05/21
CEO Connection
Online
Join Cornerstone President/CEO Caroline Willard for monthly member calls to discuss hot topics related to federal and state-level advocacy efforts, engagement, events, and more.
05/29
DEs and Credit Union Cooperators Dig In: Cooperative Learning Opportunities
Online
Dig into the 12 development issues, discuss project ideas, and network with your fellow Cornerstone DEs and credit union cooperators.
Chapter and Sister Society Events
05/01
North Texas Sister Society
Fort Worth, TX
Delve into CEO strategies and initiatives to promote and support women's leadership development in their organizations.
05/02
Kansas/Missouri Sister Society
Wichita, KS
Join the Kansas/Missouri Sister Society for their next training, "Redefining Confidence: Strategies to Overcome Imposter Syndrome."
05/09
CU Changemakers: Sabine Chapter
Beaumont, TX
Get free hands-on training about advocacy and credit unions, how legislative action and laws have shaped where we are today, and how to meet with an elected official.
05/16
St. Louis Chapter Professional Development Conference
St. Louis, MO
Join us on Thursday, May 16, for a half-day professional development conference.
