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CUNA schools and conferences address the training needs of credit union professionals.

April 1, 2012

Business development, financial counseling, lending, sales and service, economics—there’s a full slate ahead as these CUNA schools and conferences address the training needs of credit union professionals.

Sharpen your financial counseling skills

Times are tough and money’s tight. Do you have the expertise needed to give members the level of financial counseling they need? At the CUNA Certified Financial Counselor Schools, June 10-14, in Austin, Texas, financial counseling experts will share insights on one of the most important services you can offer your members.

Topics include:

  • Essentials of financial counseling;
  • Special issues in counseling; and
  • Crucial communication skills. 

Credits and on-site examinations are available for those wishing to earn or renew their Certified Credit Union Financial Counselor (CCUFC) certification.

For more information, visit

Don’t miss Business Lending Certification Institutes

The CUNA Business Lending Certification Institutes, July 16-20, in Madison, Wis., provide expert-led sessions designed to address real-life business scenarios.

Offered in three parts, the Institutes include:

  • Fundamentals: Basic components in business lending services;
  • Credit Analysis: How to structure, analyze, and evaluate business loans; and
  • Advanced Credit Analysis: Evaluating complex business lending portfolios.

Whether you plan to start a new lending program or you have years of experience, the Institutes will expand your knowledge and enhance your business lending skills.

Register by May 20 and save $200. Visit

Fuse branch leadership with business development

The CUNA FUSE-Branch Operations & Business Development School, July 30-August 2, in Las Vegas, brings together credit union branch managers and business development professionals to explore blended approaches to their duties. This one-of-a-kind conference will break down traditional barriers between these two areas, and discuss innovative ideas to fuel growth and streamline credit union efficiencies.

For more information, visit

Blend sales and service

Learn how to create a sales culture that benefits both your members and your credit union. During the CUNA Sales & Service Culture Institute, August 6-8, in Chicago, experts will explore proven strategies to create a value-driven sales culture. The goal? To boost sales without sacrificing service.

Topics include:

  • Identifying success factors; 
  • Navigating organizational change; and
  • Transitioning to a sales culture.

Register by June 10 and save $200. Visit

Track the latest trends in economics and investments

In an unpredictable economy, it’s often difficult to know if your decisions are the right ones. Market variables—sometimes difficult to identify or understand—can
too easily threaten the best-laid plans.

At the CUNA Economics & Investments Conference, August 12-15, in Chicago, CUNA’s leading economic minds will help your management team make sense of an unpredictable economy.

Topics include:

  • Key players shaping the U.S. economy;
  • Practical tools for managing your credit union’s finances;
  • Asset-liability management techniques; and
  • Regulatory issues affecting credit unions.

For more information, visit