Course Descriptions

The curriculum is focused on advocacy, financial management, innovation, leadership, and strategic planning/thinking.

It is designed to help each student:

  • Gain knowledge and overall understanding of the credit union industry.
  • Further develop personal and professional leadership skills, fostering innovative thinking.

In addition to live, classroom sessions, students complete a two-year strategic business plan on their own credit unions, broadening their perspective of the overall organization.

Courses are:

  • Offered in the summer unless otherwise noted.
  • Subject to change.

Course Descriptions

Achieving Your Credit Union’s Business Strategy with Proper Strategic Marketing (New Course)

Amy Herbig, The BA Group

When a credit union establishes its annual or future-looking business plans, the tone and road map are put into place for the organization to follow. And one of the main drivers for implementing any credit union’s business strategy is marketing. However, many credit unions don’t understand the detail that must go into a developing a truly strategic marketing plan—or that they should even develop one in the first place.

This course will bring all the second-year students have learned to the point of thinking about how to plan, build, implement, and measure the success of a credit union’s business strategy.

This course will cover what a true strategic marketing plan should look like, diving into the areas of establishing objectives/goals, initiatives, strategies, tactics, and implementations, as well as diving into measuring and reporting tactics. It will also look at how to develop a marketing budget to achieve the business objectives. Students will be asked to bring specific information with them. Case studies will be shared, and the class will work through example strategic marketing planning exercises.

Adaptive Leadership in an Age of Chaos (New Course)

Dr. Robert Smith, The University of Tennessee

The world economy adjusted to the 2008-2009 recession with chaotic changes in the nature of the global workforce. We are in repeating cycles that destroy and create new jobs and career tracks. No sector, least of all the financial sector, is immune. Now is the time to take charge. This course provides practical, proven methods to take control over the development of your current and future employees, so they may be effective in service to your members.


Course objectives: 

  • To appreciate how the rapidly changing 21st-century workforce continues to destabilize the nature of work and what credit unions must do in response.
  • To develop sound planning for recruiting, retaining, and reenergizing your workforce for today and tomorrow.
  • To have a system for cultivating a rigorous continuous improvement process for your leadership team.
  • To have field-tested prototypes for regular assessment of your employees with methods for individualized internal leadership development planning.
Alternative [or Predictive] Data Analytics to Drive Business Growth (New Course)


Check back later for more details!

Asset Liability Management: Managing the Margin (New Course/Mid-Year)

Eric Mangham, Arkansas FCU

During this course, students will learn about:

  • The importance of pricing on loans and deposits; and
  • Monitoring disintermediation costs.
Business and Technology - Trends and Innovations: How Credit Unions Can Compete to Win

Mark Sievewright, Sievewright & Associates

Mark Sievewright will review and discuss primary business and technology trends that are shaping the future of financial services. He will include case studies, as well as an overview of recommended strategies and tactics that can help credit unions "compete to win" in the markets in which they operate. Sievewright will provide perspectives on consolidation, convergence, member focus, delivery channels, the regulatory environment, and product strategy, along with technology trends and opportunities.

Communicating Your Message, Sharing Your Meaning

Johny Garner, Ph.D., Texas Christian University

Whether it’s communicating with staff, a board of directors, or members, great leaders are going to be great communicators. The first part of being a great communicator is being a good listener, learning to understand the needs and ideas of others. The second part of being a great communicator is being good at packaging what you say. There are lots of ways to get your message across, but often because of busy-ness, laziness, or just not knowing any better, we settle for ways that may not effectively convey our meaning. Finally, the best communicators cultivate effective communication skills in others.

Pre-Arrival Assignment: Complete the Leadership Communication Survey.

Credit Union Cybersecurity Issues

Idrees Rafiq, Credit Union Resources, Inc.

Today’s credit union is faced with an increasing responsibility to ensure the security of its tangible assets, in addition to its non-tangible assets such as member and proprietary information. As a result, security needs to be ingrained into the organizational culture of every credit union and involved with every aspect of daily operations. Idrees Rafiq will draw on his vast background to update students on topics such as:

  • How easy it is to be breached—identifying security threats and trends.
  • Tips and strategies to defend against security attacks like hacking and social engineering.
  • Managing and mitigating risk.
  • Physical, administrative, and technical security as described in NCUA Regulation 748 Appendix A and B.
  • Identifying regulatory and compliance related to security.
Credit Union Investments Portfolio Management (Mid-Year Course)

Steven Houle, CFA, FRM - Catalyst Corporate FCU

Even though loan growth has dominating credit union balance sheet trends over the last four years, investment portfolio management remains critical to earnings, liquidity, and risk management. Having a basic understanding of investments is critical for students.

Through class discussion and a case study, Steven Houle will cover:

  • Credit union investment trends
  • Permissible investments and security analysis
  • Investment portfolio strategies
Credit Union Philosophy: People Helping People

Gina Evans, CUDE, Credit Union of America

"People helping people" is the philosophy of cooperation that credit unions were founded on. Gina Evans will take students on a trip through time to gain a core understanding of this philosophy. Next, she challenges students to take today's evolving financial services landscape into the credit union of the future, covering:

  • Credit Union Timeline—Review of significant events that have shaped our industry.
  • Cooperative Principles in Action—How they work in today’s environment.
  • Identifying our Positive Core—Greatest strengths, achievements, and best practices.
  • The Future of our Cooperative Spirit—Envisioning the future and achieving excellence through innovation and change.
Credit Union Strategic Issues: Student Presentations

SCMS Faculty Team & Alumni

Each third-year student determines his or her audience, preparing to present as if addressing the credit union:

  • Board of directors
  • Management team

The student's mission is to simulate a real business environment and engage the audience by covering one key strategic element from his or her strategic business plan. The objective is to give a presentation to gain “buy-in” as to why the strategic element is important to the credit union and/or to acquire funding.

Presentation format:

  • Time: Minimum 15 minutes, maximum 20 minutes, plus five minutes for questions and answers. The stated time factors may be adjusted to allow for class size, availability of reviewers, and time constraints.
  • Minimum of one audio-visual element.
  • Attire: Business professional

When students are not presenting, they are to take their role as an audience member seriously. If in your classmate’s environment, what might you want to know? What questions do you have about the issue presented? Do the recommendations sound important and reasonable for the credit union?

Presentation room setup: Each presentation group room has a podium, LCD projector, and white board. Students planning to use remote controls need to bring their own. 

CU Analyzer: Introduction (Mid-Year)

Sam Taft and TBD, Callahan & Associates, Inc.

Students will be introduced to Callahan’s CU Analyzer analytics software. They will learn how to:

  • Navigate the software;
  • Create custom peer groups based on specific financial and geographic criteria; and
  • Utilize the software’s hundreds of built-in benchmarks, graphs, and tables for their analysis.
Design Thinking: Finding New Ways to Visualize Our Credit Unions, Our Members, and Ourselves

Kevin Moland, AAP, Jack Henry and Associates, Inc.

“Design thinking” is a solutions-based way of approaching problems, people, and even life itself. Kevin Moland incorporates a series of exercises to help students view their institutions’ challenges from a new perspective while introducing product management techniques based on design-thinking principles. Students will learn how to increase their capacity for empathy and insight and study the role those elements play as the foundation for innovative action. The course also includes practical instruction in prototyping operational and intangible solutions and using iterative processes to hone results and improve service offerings over time.

During this course, students will:

  • Study basic design-thinking principles and learn how to apply them in a credit union environment;
  • Examine how insight is formed and learn how “insight mining” can be used to solve business problems;
  • Experiment with an empathy-based approach to creating value propositions for CU services; and
  • Leverage what they learn to practice designing new member-facing solutions
Developing Your Credit Union's Strategic Business Plan (Summer and Mid-Year Courses)

Robert “Bob” Hamer, retired president/CEO, Mobiloil FCU
John Vardallas, The American BoomeR Group
Eric Mangham, Arkansas FCU 
Lily Newfarmer, Class of 1999, I-CUDE, Tarrant County's CU
Shawn Temple, Class of 2009, Bossier FCU
Janine McBee, honorary alum, CUDE, Cornerstone Credit Union League

A number of courses are spread across a two-year period to explain expectations and help students complete their school project; a three-year strategic business plan based on each student’s own credit union.

The project is divided into sections for completion over a two-year period. The sections include:

  • Mission statement
  • Executive summary
  • History of the credit union
  • Bonus opportunities (vision statement, core values, code of ethics, governance, etc.)
  • SCOT list (strengths, challenges, opportunities, threats)
  • External/environmental analysis
  • Strategic initiatives (minimum of five, one of which must be financial management.)

    Each strategic initiative includes at a minimum an internal analysis with:
    • A two-year objective (make sure this is measurable)
    • Strategies
    • Tactical action plans
    • Cost-benefit analysis
Enterprise Risk Management (ERM)

Michael D. Kloiber, Tinker FCU

With attacks coming from all directions, protecting member financial resources is a primary responsibility with an ever-growing scope. Risk is consuming more and more of the focus from the highest levels of the credit union. During this course, Mike Kloiber will provide industry insights and expertise as he:

  • Provides a working definition of enterprise risk management.
  • Identifies risk issues.
  • Discusses establishing an ERM program, including implementation and operations.
Essentials of Negotiation: Negotiate Your Way to Success

Shannon Shipp, Ph.D., Texas Christian University

Shannon Shipp will use discussion and exercises to illustrate:

  • Four goals of negotiation
  • How to encourage subsequent negotiations
  • Bad negotiating outcomes
  • Seven rules for negotiating
  • Best alternative to a negotiated agreement (BATNA)
  • When to “get the boss involved”
  • Role of reciprocity
  • Special issues
  • Gender differences and strategies
  • And more.
Ethics is NOT an Option

Shannon Shipp, Ph.D., Texas Christian University

Ethical decision-making by senior executives is constantly in the news. Customers and regulators expect ethical action by credit unions. During this course, Shipp will discuss ways to anticipate and manage ethical dilemmas in a credit union context. The focus is on making ethical decisions in areas that are not required by law or specified by state or federal regulation.

Case studies and class discussions will be incorporated to address:

  • How to be an ethical decision-making role model
  • How to train others to make ethical decisions
  • How to establish an ethical workplace

Students leave the course with an ethical decision-making process.

Experience Lab: CUAnalyzer Hands-On Training (New Course)

Phylicia Atkins and Aman Johal, Callahan & Associates, Inc.

Now that you’ve learned the benefits of benchmarking, take your understanding to the next level with this hands-on training session in CUAnalyzer. Along with benchmarking, CUAnalyzer offers an educational approach to analyze financial performance. Unlike other financial analysis tools that presume a high degree of financial literacy, CUAnalyzer’s charts and graphs, combined with its 5-star performance rating system, analytical text, and ratio definitions, put performance in context. This session is hands-on and requires each participant to bring their own device.

Experience Lab: Financial Management Simulation

Craig Piercy, University of Georgia

The Credit Union Management Simulation is a group exercise in financial decision-making. Each team will act as the management of a simulated credit union and will devote attention to making various decisions during a sequence of simulated time periods. Using this approach, many years of operation can be simulated in a short time period, giving participants a sense of cause and effect of their decisions.

The simulation is designed to:

  • Provide top management decision-making experience.
  • Help students develop an appreciation of how key financial and economic variables interact.
  • Enhance students’ ability to use financial statements.
  • Provide a risk-free environment for experimenting with alternative policies.
Experience Lab: Financial Projections (Summer and Mid-Year)

Eric Mangham, Arkansas FCU 
Vicki Harris, Cornerstone Credit Union League

In a hands-on lab environment, students will work with their credit union’s historical information and an Excel spreadsheet application to develop two years of:

  • Projected balance sheets
  • Income statements
  • Reconciliation of Allowance for loan and lease loss accounts
  • Resulting financial ratios

Students also review objectives, strategies, tactical action steps, and cost-benefit analysis requirements to complete the Financial Management Strategic Initiative. A team of credit union professionals are on hand to provide individual assistance.

Experiential Learning as a Strategy to Reach and Serve Your Community (New Course)

Courtney Moran, I-CUDE, CCUFC, Cornerstone Credit Union Foundation

Experiential learning is the process through which individuals develop knowledge, skills, and values from direct experiences outside a traditional academic setting. This three-hour session will take students on a journey to understand what it might be like to live in a typical low-income family, trying to survive from month-to-month, as well as, building the skills necessary to empathize with our members’ needs and their ongoing cycles of financial mismanagement.     

At the conclusion of the exercises, students will be more aware to the daily realities of many American families.

Faster Payments – An Industry Overview (New Course)

Glenn Wheeler, Catalyst Corporate FCU

The payments industry is changing rapidly. There are now more ways for consumers and businesses to pay one another like never before. This session will highlight the changes happening in payments and what it means for financial institutions.

Topics will include:

  • What are faster payments?
  • What are real-time payments?
  • Historical view—payments evolution
  • Role of the Federal Reserve Bank
  • Role of other industry players
  • Consumer and business expectations
Financial Management Fundamentals

Vicky Salkeld, Cornerstone Credit Union League

A fundamental understanding of the financial management process is core to credit union success. During this class, Vicky Salkeld will challenge students to see beyond their credit union size, complexities, or current position as she lays the foundation, covering:

  • Identification, evaluation, and implementation actions to control potential credit union risks; and
  • The process of using Asset/Liability Management to achieve financial goals.

Key learning objectives include:

  • Goals of Asset/Liability Management;
  • How to read, review, and analyze financial statements, such as Call Reports and Key Ratio Reports;
  • Identification, calculation, and communication of Key Performance Ratios; and
  • The seven categories of risk for credit unions and their potential adverse effect on the credit union’s earnings and net worth.
Financial Management Key Concepts

Eric Mangham, Arkansas FCU 

Eric Mangham introduces students to key financial management concepts including interest rate risk and liquidity management. The course:

  • Highlights the four primary goals of financial management;
  • Discusses the impact of interest rate risk (IRR) on credit union earnings;
  • Identifies internal rate of return (IRR) policy requirements;
  • Highlights liquidity policy objectives;
  • Identifies typical sources and uses of cash;
  • Reviews a list of key terms associated with financial management concepts;
  • Provides direction on call report data related to these concepts; and
  • Examines additional components of an effective ALM.
Finding Your Voice as a Leader: Your Personal Leadership Journey

Micheal Walls, CUNA Mutual Group 
Greg Inman, Neighbors FCU 

As a leader, future or present, it is important to know how you will lead and what your personal brand will be. During this interactive course, students will be guided through the development of their own “leadership story.” They will be able to capture their personal mission, vision, guiding principles, and words to live by. In addition, they will learn ways to build a story that can be told to others, capturing the key aspects of personal leadership philosophies and values.

Governance and Credit Union Board/Management Relations

Robert “Bob” Hamer, retired president/CEO, Mobiloil FCU

Good governance relates to consistent management of the credit union. Consistency is accomplished by:

  • Defining the credit union’s strategic direction.
  • Formulating cohesive policies and procedures.
  • Providing proper guidance through adequate oversight and accountability.

By identifying and incorporating the key principles promoting good governance, a credit union can create the appropriate cultural dynamics for a productive board and CEO relationship.

Key principles will cover areas such areas:

  • Credit union principles & philosophy
  • Roles and responsibilities
  • Board composition
  • Purpose and strategy
  • Recognition and management of risk
  • Organizational performance
  • Board effectiveness
  • Macro/micro management
HR Trends and Challenges

Mike Blalack, Esq., Blalack & Williams, PC

Mike Blalack will cover up-to-the-minute human resource compliance issues, trends, and challenges in today’s business arena.

Innovation as a Strategy

Brandon Michaels, JSC FCU

By attending this course, students will learn about the importance of developing an innovation culture within their credit unions. Oftentimes, credit unions struggle with the we’ve always done it this way mentality. Brandon Michaels will help students break out of that mold as he shares:

  • Technological transitions and technology strategy
  • Knowledge and creativity in organizations
  • Managing innovation processes
  • Cross-functional cooperation. 

Students will also learn how to identify different types and patterns of innovation and how to sustain innovation within an organization.

Leading with Purpose to Develop a Sustainable Business Story (New Course)

Phylicia Atkins, Callahan & Associates, Inc.

Where are credit unions today, and where do we want to be tomorrow? Credit unions must continue to differentiate themselves in a crowded market. To do so, many are renewing their focus on purpose and mission. What does a refocus on purpose and mission look like? Where are the opportunities to share your story with your members? Most importantly, how is the impact of a renewed focus on purpose and mission measured? This session explores best practices and actionable insights to help you achieve goals and remain sustainable in an ever-changing economy.

Legal Issues in Vendor Management (New Course)

Brenda Barrett - Duggins Wren Mann & Romero, LLP
Panel: Faith Anderson – American Airlines FCU & Steven McConnell – WEOKIE FCU

Check back later for details!

Lending 2020 and Beyond: Positioning Your Portfolio (New Course)

Brian Hamilton, VP of Innovation, CU Direct

Check back later for more details!

Managing Growth and Reputation Risk (New Course)

Denise Wymore, 6th Story

“What gets measured, gets managed.” ~ Dr. Peter Drucker

What you measure (or value) creates your culture, which in turn will determine your reputation. We tend to focus on interest rate risk, credit risk, liquidity risk, and concentration risk. Little is done to measure and manage reputation risk. During this course, students will learn the seven measures that signal reputation risk and how to better manage them.

Your credit union’s brand is not its logo, tagline, or advertisements. The “brand” is your organization’s reputation. Period. If you have a bad reputation, all the marketing in the world isn’t going to help you. If you have a good reputation, do you know what drives that and fuels your growth?

Using the hedgehog theory combined with the Flywheel concepts introduced by best-selling author Jim Collins many years ago, Denise Wymore will show how she helped two cooperatives (one financial and one grocery) transform their organizations by focusing on improving their reputation by simplifying their vision and engaging the entire staff in the process.

Mapping Your SCMS ROI: Execution Strategies & Lessons Learned

John Vardallas, TheAmericanBoomeR Group

  • ROI (abbreviation for return on investment): Main reason you attended, endured, and completed Southwest CUNA Management School.
  • Execution (noun): The art of getting things done back home via your project road map: 
    • Meshing strategy with reality
    • Aligning people with goals
    • Achieving the desired results
  • Application (noun): Following the action steps.

You’ve attended the classes, prepared the two-year strategic business plan, and developed a tremendous network. Now the real work begins. It’s time to give your credit union a return on its investment (if you haven’t already). Work the plan by becoming a champion and forming the team to implement your strategies.

A well-crafted plan sitting on a shelf or idle in a computer has no value. Make it come alive:

  • Communicate the plan
  • Know the stakeholders, identify your champions, and create ownership
  • Keep planning forward—success is a journey not a destination
  • Know how to read the environmental tea leaves and change or skirt direction
Passion, Purpose & Performance: How Innovative Leadership Works in Today's Credit Union

Robert Smith, Ph.D., The University of Tennessee

The primary purpose of this program is for students to understand and experience the fundamental leadership requirements guiding strategic change within your credit union. Because successful innovation is measured by execution and accountability, the program is fully anchored in pragmatic applications including numerous case studies to illustrate different leadership skills.

Course objectives:

  • To explore your unique individual leadership attributes and understand how those might differ from others.
  • To establish a rubric for understanding the five different talents you must have to be successful.
  • Focus on your professional development and challenge you to consider the legacy your leadership will leave.
Payment Trends & Fintech Disruptors (New Course)

Tony DeSanctis, Cornerstone Advisors, Inc.

Tony DeSanctis will take students through the key areas of the payment ecosystem and discuss how things are changing—including debit, credit, fintech, processors, and networks. Students will also explore where the innovations, enhancements, and disruptors are coming from and the keys to ongoing payment success in this environment. 

Powerful Presentations: Developing Oral Communication Skills for the Credit Union Executive (Summer & Mid-Year Courses)

Robert Smith, Ph.D., The University of Tennessee

Group Facilitators (Summer)

  • Millie Mayaka, Class of 2013, CUCE, InTouch CU
  • Janine McBee, CUDE, CMM, Cornerstone Credit Union League
  • Lily Newfarmer, Class of 1999, I-CUDE, Tarrant County's CU

In the information age, communication is survival and those who master oral communication skills command the respect of their peers and climb the leadership ladder. The ability to present yourself as a competent communicator increases with each step on that ladder. The primary purpose for this session is to develop confidence in your oral communication skills necessary to be a successful executive.

Course objectives:

  • To know the five steps for preparing every oral presentation you will ever make;
  • To be personally coached in your oral communication skills;
  • To be prepared for your oral presentation of strategic elements from your business plan project; and
  • To know how to handle with confidence a variety of situations that face the presenter when addressing an audience.

Millie Mayaka will present the second part of this course during mid-year classes, providing additional insights to help students prepare for their strategic issue presentations.

Preparing for the Unthinkable: Credit Union Safeguards for Today's Branches

Michael A. Petrone, CFE, CFSA, CUNA Mutual Group

Tragic events in our communities involving workplace safety and physical security are forcing organizations of all types, including credit unions, to prepare for unthinkable situations. Unfortunate and traumatic events related to robberies and active shooter incidents are unpredictable and evolve quickly.

During this class, Mike Petrone will share important components related to credit union and staff preparation, planning, and training. He will also cover internal controls, technologies, and action steps to consider as you prepare for tomorrow.

Scenario Planning & Mapping

Troy Hall, Ph.D., I-CUDE, South Carolina FCU

Planning requires strategic thinking that can best be shaped through a formal scenario planning and mapping process. It is important to include this strategic insight aspect into a robust business plan. When leaders have mapped probable scenarios that have the greatest impact to business, it is easier for the organization and the interconnecting systems to adapt to changes in markets, products and services, and utilization. During this session, students will work in groups to identify trends, evaluate business and economic uncertainties, create scenarios, explore periphery indicators, and learn how to integrate these into the overall business plan.

SCMSiCamp (New Course)

Check back later for details!

Taking Your Leadership to the Top

Robert Smith, Ph.D., The University of Tennessee

Economic, demographic, technological, and global changes have converged to force rethinking of how consumer focused enterprises remain successful.

Moving up the career ladder, survival requires today’s leaders to know how to adapt and how to adapt their credit unions to transformational changes in the consumer climate. Nothing is secure. Planning is subject to more disruption than stability.

During this highly charged course, Robert Smith:

  • Discusses seizing opportunity in an age of chaos and wicked problems.
  • Explores the unique skills required for effective senior leadership roles.
  • Addresses being an effective enterprise leader and preparing your plan for getting there.

Along the path, students will engage in important myth busting of popular leadership axioms. Students will leave with commitments for action to advance their talents and achievements.

Telling Your Story with Numbers: How to Increase the Impact of Benchmarking (New Course)

Aman Johal, Callahan & Associates, Inc.

The exercise of benchmarking can be overwhelming for some, invoking questions like: Where do I start? What metrics should be evaluated? Should I be benchmarking at all? This session will cover important aspects of the benchmarking process, such as:

  • The benefits of benchmarking
  • Key benchmarking metrics
  • Telling your story through data
  • How to select the right institutions for comparisons
  • Other factors to consider when analyzing financial performance
The Elephant in the Room: A Conversation on Diversity, Inclusion, and Equity

Ronaldo Hardy, MSHRLD, CUDE, CUERME, CU Strategic Planning

Do you simply comply with the federal regulations that govern diversity and inclusion, complimented with an annual training video for each employee to view? Have you assessed the value of building diverse teams to catapult your innovative ideas?

Obtaining real diversity and inclusion ultimately depends upon the strength of the organization’s investment and leadership’s commitment to creating sustainable and inclusive objectives. Many companies understand the legal requirements but fail to recognize the advantages of putting these issues broadly on their agendas. A robust diversity, inclusion, and equity plan can positively affect talent acquisition, talent procurement, and marketplace engagement.

Let’s build a collaborative framework to impact the internal dynamics, external relationships, and inclusion effect for your organization. Start your evaluation now.

The Evolving Member Experience

Andrew Downin, Vantage West CU

Move over, member satisfaction scores and net promoter score ratings. Ease of use is the new metric to measure how likely your credit union is to gain your members’ future business. As technology enables consumers to have their needs met with ever-increasing speed, credit unions must keep up. In this course, students will explore the importance of focusing on member experience and how it can be leveraged as a competitive advantage.

Course objectives:

  • Understand consumers’ changing expectations and their impacts on credit unions;
  • Explore the process of diagnosing current member experience gaps and how to close them; and
  • Discuss emerging strategies to compete on a positive member experience.
The Fed Simulation: Formulating Monetary Policy

Jason L. Saving & Susan Kizer, Federal Reserve Bank of Dallas

Students can play the role of a Federal Reserve Bank president in one of the aspects of a Federal Open Market Committee meeting: the policy go-round and Fed Funds rate and asset purchases recommendation. After discussing the Federal Reserve’s dual mandate (maximum employment and stable prices) and reviewing macroeconomic data, students will read and evaluate the anecdotal information contained in the Beige Book. Then, students will analyze current economic conditions, assessing possible economic, financial, and international risks, recommending a monetary policy response.

The Future of Financial Services

Kevin Moland, AAP – Jack Henry and Associates, Inc.

Technology has been redefining how credit unions interact with members for more than half a century. In their turn, ATMs, IVR systems, the internet, and mobile devices each allowed financial institutions to engage users in revolutionary new ways. Now, new technologies are threatening to reshape the foundation of financial services again. This wave of digital innovation is bringing with it new competitive forces and emerging legislative changes that will amplify its power. This technological, competitive, and regulatory tsunami will alter the financial services landscape for years to come. What do credit unions need to do today to ensure they are still viable tomorrow?

During this course, students will:

  • Understand how technology has altered (and will continue to alter) our daily lives;
  • Evaluate the role new competitors are playing in the financial services market;
  • Learn how recent domestic and international regulatory initiatives will reshape digital services;
  • Consider how these changes will undermine key elements of financial institutions’ traditional value proposition; and
  • Explore strategies to sustain your credit union during these changing times.
The Impact of Leadership on Learning and Change

Troy Hall, Ph.D., I-CUDE, South Carolina FCU

Troy Hall will take students on a fast-paced adventure, focusing on:

  • Learning and growing in the areas of applied leadership.
  • Understanding the difference between initiation of projects and organization change.
  • Applying John Kotter's eight-steps of change.

Prearrival assignment: Read John Kotter and Holger Rathgeber’s "Our Iceberg is Melting.”

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TCU Neeley School of Business

Thank You 2020 Sponsors

Academic Fellow

CUNA Mutual GroupCornerstone Resources

Academic Patron

Catalyst Corporate FCUCornerstone League

Educational Sponsor

Cornerstone Foundation

Friends of SCMS

American Airlines FCU
Arkansas FCU
Blalack & Williams, PC
Bossier FCU
Callahan & Associates, Inc.
Cornerstone Advisors
Credit Union of America
CU Direct

CU Strategic Planning
Federal Reserve Bank of Dallas
InTouch CU
JRF Consulting Services, LLC
Las Colinas FCU
Neighbors FCU

Sievewright & Associates
South Carolina FCU
Tarrant County's CU
The BA Group
Tinker FCU
Vantage West CU