Student Presentations of CU Strategic Issues

Presentation Frame

  • Determine your audience – select to approach as if you are addressing:
    • Your credit union’s board of directors.
    • Your credit union’s management team.

Your task is to simulate a real business environment and engage your audience.

  • Select one to two key strategic elements from your strategic business plan. Based on your audience, make a presentation to gain “buy in” as to why the strategic element is important to your credit union and / or to acquire funding:
  • Provide the foundation/background that led to the proposal of this strategic direction.
  • Discuss proposed programs and strategies
  • Provide cost/benefit analysis
  • Discuss challenges, issues, trends related to implementation
  • Bring presentation to a conclusion.

Presentation Format

Time - January 2019 revised effective for SCMS Summer 2019 presentations.

  • Minimum 15 minutes, maximum 20 minutes plus 5 minutes for questions and answers.
  • The stated time factors may be adjusted to allow for class size, availability of reviewers, and time constraints.

Visual Aids - Minimum of one audio-visual element.

Attire - Business Professional

Practice before class to be sure that you don't exceed the time limit. Be sure you have your thoughts together. Be realistic! Dress professionally. Don’t read the material (your audience tends to have a VERY limited attention span!). Keep the material interesting! Go through the full presentation several times before the presentation date!

Think about what questions your identified audience might have and be prepared to answer them. When you are not presenting, take your roll as an audience member seriously.

  • If you were 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 Set-Up

  • Each presentation group room has a podium and LCD projector.
  • Come prepared to present from your laptop with back-up plans.
  • Groups may consider downloading presentations to one laptop to ease transitions.
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