Principles & Philosophy Workshop

Aug. 15-17


This tentative schedule is subject to updates.

Monday, Aug. 15

Training begins, Monday, Aug. 15 at 3 p.m.  Registration will be open one hour prior. A group dinner will be furnished that evening.


2:00 p.m. - 3:00 p.m.Registration
3:00 p.m. - 5:30 p.m.Welcome: Conference Kick-Off
Cornerstone Update
History of Credit Unions/Pioneers
Team Building Exercise
6:00 p.m. - 7:00 p.m.Reception
7:00 p.m.Dinner (required)
 Optional Networking Opportunity
(Attendees stay overnight at the Marriott AC Downtown)

Tuesday, Aug. 16

Tuesday, Aug. 16 will be a full day of training with breakfast, lunch, and dinner.

7:30 a.m. - 8:30 a.m.Breakfast
8:30 a.m.General Session
What is a credit union?
Are we a business or a social organization?
How are we different from banks?
What is the structure of the movement?
Operating Principles
10:45 a.m.Experiential Learning Activity
12:15 p.m.Lunch
1:15 p.m.General Session
Understanding Your Members
Empathy Map
3:00 p.m.Team Building Exercise
6:00 p.m. - 9:00 p.m.Dinner (required)
 Optional Networking Opportunity
(Attendees stay overnight at the Marriott AC Downtown)

Wednesday, Aug. 17

Wednesday, Aug. 17 the meeting will adjourn at noon, after the graduation ceremony. Breakfast will be served.

7:30 a.m. - 8:30 a.m.Breakfast
8:30 a.m.Putting it all Together
10:45 a.m.Recognition and Closing
Review Operating Principles
Solving a Case Study 
Develop Action Plan
CUDE Overview
Certificate of Completion
12:00 p.m.Adjourn