CUNA Tools September 2010

September 1, 2010

Promote ICU Day

Are you ready to celebrate International Credit Union (ICU) Day, Oct. 21?

This year’s theme—“Local. Trusted. Serving You.”—reaches out to consumers looking for a better deal in the financial marketplace.

There’s no better time to promote the credit union difference, gain new members, and thank your current members.

Visit Credit Union National Association’s (CUNA) ICU Day website to find everything you need to plan the credit union movement’s biggest annual event, including:

  • Ideas and suggested activities;
  • Logos and graphics;
  • Marketing and public relations materials; and
  • Products and mer­chandise.

So join the celebration. Orders received before Sept. 17 save at least 10%. Visit or call 800-356-8010, press 3.

Reinforce Recovery Plans

If your credit union is hit by a natural disaster, major accident, or pandemic would you be prepared? An effective response plan is essential to remain viable—and it’s required by the National Credit Union Administration. 

Ensure that your credit union is ready to handle catastrophic events by attending the CUNA Disaster Preparedness & Recovery Conference, Oct. 3-6, in Denver. During the conference, you’ll:

  • Participate in a mock disaster and recovery simulation;
  • Understand how to work with the media following a disaster;
  • Discover how insurance can aid or hinder business recovery plans;
  • Hear credit union peers’ experiences with server virtualization;
  • Review the requirements for a business impact analysis;
  • Discuss how to leverage your existing risk assessment, assemble your BIA team, and document preparedness; and
  • Develop a workable approach to technology recovery.

Visit; select “upcoming events.”

Strengthen Security

Make sure your credit union is never an easy target for scams, robberies, internal fraud, or identity theft. The first step toward raising your level of protection is to attend the CUNA Security & Fraud Institute, Oct. 17-21, in Tempe, Ariz.

Topics include:

  • Elements in security plans and operations;
  • Fraud against the elderly;
  • Identity theft;
  • Robbery policies, procedures, and training;
  • Mobile banking and online risks;
  • Internal fraud in the current economy;
  • Investigations; and
  • Updates from the Federal Trade Commission and NCUA.

Institute attendees also have the opportunity to earn their Credit Union Security & Fraud Expert Certification.

Visit; select “upcoming events.”

Volunteers: Think Strategically

As your board prepares next year’s strategic plan, be sure you have all the resources you need to make informed decisions.  One way to get there is with the newly released Training on Demand course, “How to Think About Strategic Planning.”

This course provides volunteers with information about what strategic planning is, how to prepare for planning sessions, and why strategic planning helps your credit union remain relevant in a changing market.

After completing this course, you’ll be able to:

  • Explain what a strategic plan is and why it’s important;
  • Understand how to facilitate planning retreats and exercises;
  • Describe the “RESULTS”method of strategic planning;
  • Discuss other strategic planning models and their key components; and
  • Identify the benefits of regular strategic planning.

Visit and select “training on demand” and “for volunteers.”