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Materials for CU Planning Seminar
A 2008
goal of the OCUL Small Credit Union Success Committee was to
develop a set of modules small credit unions could use for
planning seminars. The materials consist of a Credit Union
Planning Seminar Guide for the credit union and facilitator
to use to conduct the seminar. It has information about planning,
how to set up the seminar, and step-by-step instructions with time
lines and handout materials to conduct the seminar. The second
module is the Credit Union Planning Participant Notebook which can
be downloaded and printed off for each participant. It can be
customized by taking pages from the third module, the Credit Union
Planning Forms Guide. Used together, the credit union can do a
first-time planning seminar or, if they are experienced, customize
it for their needs. A list of experienced facilitators is found in
the beginning of the Forms Guide. The Seminar Guide is a .pdf file
but the Participant Handbook and Forms Guides are in Microsoft
Word 97-2003 so that those modules can be customized by each
credit union. It is the Committee’s hope that small credit unions
will take advantage of this opportunity to do planning and answer
one of the regulators most asked questions, “Where are you going
in the future?” Along with the Ohio Credit Union Foundation’s
ability to fund the facilitator fee, Ohio's small credit unions
should have everything they need to plan for the future.
◘
Credit
Union Planning Seminar Guide
(.pdf)
◘
Credit Union
Planning Participant Notebook
(.doc)
◘
Credit Union Planning
Forms Guide
(.doc)
Sample IT policy for
small credit unions
A sample
Information Technology policy for small market credit unions has
been added to the Small Credit Union page of the Ohio Credit Union
League’s Web site. Special thanks to Rose Bartolomucci, Deputy
Superintendent for Credit Unions of Ohio Department of Financial
Institutions, for partnering with the League to ensure the
continued success of Ohio’s small credit unions.
◘ Download the
sample policy (.pdf)
◘ Download the
sample policy
(.doc)
Free
Small
CU Staff Salary Survey
A new, free resource is available to Ohio’s smaller credit unions
thanks to the Ohio Credit Union League’s Small Credit Union
Success Task Force. The Small Credit Union Staff Salary Survey,
produced annually by the Credit Union National Association (CUNA),
will be provided at no cost to Ohio credit unions with assets of
$35 million or less. The
100-page survey provides a
comprehensive compensation
analysis featuring data on
dozens of full-time and
part-time credit union
positions including base
salaries, incentives, bonuses,
total cash compensation, and
salary ranges for the most
common positions. The report
details results by asset size,
region, number of full-time
employees, number of services
offered, number of members,
and total amount of
outstanding loans. The League
negotiated with CUNA to
purchase distribution rights
so the survey is available
at no cost to
League-affiliated credit
unions with assets of $35
million or less – a total
savings of nearly $19,000 for
the 274 “smaller” credit
unions.
Download the 2008 survey
Past editions:
◘
Download the
2007 survey.
◘
Download the 2006 survey
(Note: The files are very large and may take a while to download
depending on your Internet connection speed.)
Professional development discounts
Many of the
professional development opportunities available through the
partnership with the Ohio Credit Union League and Credit Union
National Association are available at a discount to smaller credit
unions. Sessions are available for all roles within the credit
union -- volunteers; CEOs; front-line, operations, marketing,
business development, finance, and compliance staff. Discounts
include:
|
Webinars |
$50 off each Webinar
(available for live
broadcast and archive tuitions)
for CUs with assets of $20 million or less |
|
Live sessions |
50% off for CUs with
assets of $6 million or less |
|
CPDOnline |
Unlimited access to
all courses and tests for an all-inclusive, low price of $400
(a savings of more than $2,500) |
Small Credit Union
Resource Guide
The
Ohio Credit
Union League’s
Small Credit
Union Success
Task Force and
the League
Research &
Information
Department have
published a new
edition of the
“Small Credit
Union Resource
Guide to
Success.” The
guide identifies
products and
services
relevant to
lending,
savings, and
transactions to
consider when
competing in
today’s
financial
environment.
Many of the
products and
services listed
offer discounted
pricing for
small credit
unions. The
guide was mailed
this week to
credit unions
with assets of
$10 million or
less. It is also
available on the
League’s Small
Credit Union Web
page at the link
below.
View/Download the Guide in .PDF format
Scholarships for small CU staff
CPDOnline Scholarship - CUNA is proud to present the
CPDOnline Scholarship
Program for small credit unions. Scholarships will be awarded on a
needs-basis. Determination of scholarship funds will be based heavily
on the applicant's explanation of how online training will enrich
their credit union as a whole.
Click
here for more information.
National resource
center just for you
Small Credit Union Resource Web site from
the Credit Union National Association currently has a small credit
union resources website that features special offers and scholarships
designed just for small credit unions and their needs. The Web site
contains:
-- Operations and Training information
-- Scholarship opportunities
-- Regulations and Advocacy information
-- Small Credit Union Statistics
-- a Small Credit Union listserv, and
-- Several resource links
Go to
the CUNA Small CU Resource |
