Where Credit Union Leaders Come FromWhere Credit Union Leaders Come From

The Mark of a Credit Union ProfessionalThe Mark of a Credit Union Professional _____________________________________________________________________________

  CFO Council – A nationwide network of more than 850 credit union financial executives. 2008 Annual Conference: May 18-21 in Fort Myers, FL 

  HR Training & Development Council - More than 700 human resource and training professionals

across the country. 2008 HR/TD Summit: April 20-23 in Boston

 

  Lending Council - A network of more than 775 credit union lending experts around the United States. 2007 Annual Conference: November 11-14 in San Antonio  

  Marketing & Business Development Council - More than 900 professionals

nationwide focused on credit union marketing and business development. 2008 Annual Conference: March 16-19 in

Nashville  

  Operations Sales & Service Council- Professionals leading the operations, sales and

service activities at more than 550 credit unions across the United States. 2007 Conference: September 23-26 in

Indian Wells, CA

   Technology Council – A network of more than 500 technology and information systems

executives located throughout the country. 2008 Annual Conference: July 30 - August 2 in Colonial Williamsburg, VA

A Professional NetworkA Professional Network

Credit union executives only. No volunteers or vendor members.Credit union executives only. No volunteers or vendor members.

Executive focus -- 95% of members are senior and mid-Executive focus -- 95% of members are senior and mid-management level in their credit union.management level in their credit union.

Relevant groups -- each council is targeted, focused on a specific Relevant groups -- each council is targeted, focused on a specific management discipline.management discipline.

A National network – More than 4,300 members in all 50 states and A National network – More than 4,300 members in all 50 states and the District of Columbia.the District of Columbia.

Members range from CUs with assets less than $10 million to CUs Members range from CUs with assets less than $10 million to CUs with assets greater than $1 billion.with assets greater than $1 billion.

Executive committees are member run, member driven.Executive committees are member run, member driven.

Member ResourcesMember Resources Networking and Information SharingNetworking and Information Sharing

Annual ConferencesAnnual Conferences

Online Member DirectoryOnline Member Directory

Members - Only Online Discussion GroupsMembers - Only Online Discussion Groups

Latest NewsLatest News

White Papers White Papers

WebsiteWebsite

Career DevelopmentCareer Development

Savings - $250 or more on Council Conferences,Savings - $250 or more on Council Conferences,$100 on CUNA Schools, $50 on CUNA Webinars, $100 on CUNA Schools, $50 on CUNA Webinars,

and and free subscription to Credit Union Magazine (free subscription to Credit Union Magazine ($56 value$56 value).).

How Members Benefit How Members Benefit from CUNA Councilsfrom CUNA Councils

Learn and Grow - Learn and Grow - Professional Development; Add to Executive Professional Development; Add to Executive Skill-Set.Skill-Set.

Gain Efficiency - Gain Efficiency - Leverage the Resources of Hundreds of Others; Leverage the Resources of Hundreds of Others; Don’t Reinvent the Wheel.Don’t Reinvent the Wheel.

Stay on Top - Stay on Top - Exposure to New Concepts, Ideas & Best Practices. Exposure to New Concepts, Ideas & Best Practices.

Sharing of Expertise, Experience and Ideas - Sharing of Expertise, Experience and Ideas - Get Information Get Information from Trusted, Knowledgeable & Relevant Sources; Explore from Trusted, Knowledgeable & Relevant Sources; Explore

Ideas in a Ideas in a “Safe” Environment. “Safe” Environment.

Quick Answers to Questions and ConceptsQuick Answers to Questions and Concepts - Peers Willing to - Peers Willing to Consult, Advise & provide samples and examples.Consult, Advise & provide samples and examples.

Leadership Opportunities - Leadership Opportunities - Committees Provide Members Committees Provide Members Chance to Tap Executive Skills.Chance to Tap Executive Skills.

Save Time and Money - Save Time and Money - Discounts on Councils & CUNA programs Discounts on Councils & CUNA programs Plus a Targeted, Reliable “Go To” Resource.Plus a Targeted, Reliable “Go To” Resource.

Membership GrowthMembership Growth Credit Union Executives Recognize a Valuable ResourceCouncils Go From 0 to more than 4.100 Members in Just Over 12 Years

811

1,326

1,9192,182 2,225

2,103 2,150 2,065

2,998

3,434

3,822

4,124

2,596

2,261

0

500

1000

1500

2000

2500

3000

3500

4000

4500

1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007

Year

Num

ber o

f Mem

bers

Individuals Belong Individuals Belong (as opposed to organizations) 2007 Annual Membership Dues2007 Annual Membership Dues Dues CategoriesDues Categories:

Less Than $100 Million More Than $100 Million 1 Member $255 $295 2 or More $225 $265

New in FY 2007 – small CU annual rate of $95 New in FY 2007 – small CU annual rate of $95

Membership InformationMembership Information

Credit Unions RepresentedCredit Unions Represented

Total Members: 4,367 Total Members: 4,367 (as of 8-20-07)(as of 8-20-07)

Breakdown of Membership by CU Size:Breakdown of Membership by CU Size:

Less Than $100 million in assets = 17%Less Than $100 million in assets = 17% $100 -$500 million in assets = 49%$100 -$500 million in assets = 49% $500 million - $1billion in assets = 15%$500 million - $1billion in assets = 15% Greater than $1 billion in assets =19%Greater than $1 billion in assets =19%

What Members are Saying What Members are Saying About the Councils…About the Councils…

“Without a doubt the CLC is the premier association for credit union lending professionals.”-Phil Greer, SVP Loan Administration, State ECU, Raleigh, NC

“The HR/TD Council Has connected me with peers who are trying to figure out the same challenges we are at my credit union.”- Lisa LaCrosse, Human Resources Manager, Travis CU, Vacaville, CA

“The listserv is my most valuable tool, providing me with the means to air current concerns, compare procedures, policies and even investigate vendors. Having such a powerful resource just a keystroke away just makes my life easier.”-Bill Flowers, COO, Carolinas Telco FCU

“In many ways the CFO Council reaches the heights of synergy. No matter how much I contribute to this effort, I always seem to take back more than I provide.”-Brian McVeigh, SVP, CFO, State ECU, Lansing MI

“The Marketing & Business Development Council is a unique opportunity to share success formulas and keep up with the change of pace in our profession.”- Larry Jones, VP Marketing, ORNL FCU, Oak Ridge, TN

“Membership in the CUNA Operations Sales & Service Council can really help you in your day-to-day operations. I have been able to leverage the knowledge and experience of hundreds of members, take what they know and apply it right here in our credit union. I can’t think of any investment I’ve made in time or money that has made a bigger impact.”-Brenda Dunbar, Branch Manager, Citizens Equity FCU, Peoria, IL

“Things change very quickly in this business. I rely on the CUNA Technology Council as my ‘secret weapon’ for keeping up with everything. The ability to talk with peers at other credit unions has been a huge benefit to me.”Annette Zimmerman, SVP, CIO, Mountain America CU, Salt Lake City, UT

CUNA CouncilsCUNA Councils 5710 Mineral Point Road5710 Mineral Point RoadMadison, WI 53705Madison, WI 53705Phone: 800/356-9655 Fax: 608/231-4061 Phone: 800/356-9655 Fax: 608/231-4061 www.cunacouncils.orgwww.cunacouncils.org

 David Rohn, Vice President, CUNA Councils, ext. 4368E-mail: drohn@cuna.coop

Christopher Morris, Web Manager, ext. 4102E-mail: cmorris@cuna.coop

 Cheryl Sorenson, Manager of Conferences & Meetings, ext. 4393E-mail: csorenson@cuna.coop

 Ellis Waller, Manager, Membership & Communications, ext. 4141E-mail: ewaller@cuna.coop

 Bobbi Bischke, Associate Manager, Special Programs, ext. 4018E-mail: bbischke@cuna.coop

Teresa Steele, Program Coordinator, ext. 4047E-mail: tsteele@cuna.coop

Deb Verdecchia, Program Coordinator, ext. 4357E-mail: dverdecchia@cuna.coop