Showing posts with label Credit Union Event. Show all posts
Showing posts with label Credit Union Event. Show all posts

Monday, May 3, 2021

5 Types Found at Credit Union Events

5 Types Found at Credit Union Events
5 Types Found at Credit Union Events

It’s clear that events are a colossal part of the credit union industry. From community credit union outings, local chapter meetings, annual league meetings, national conferences, technology symposiums, and international training events, there always seems to be an event happening in the credit union world. We know there are more than 5 types found at Credit Union Events, but there are some we see at all events.

It’s important to attend events to stay up to date with credit union industry news, regulations, and be aware of challenges other credit unions have faced, and how they have overcome these hurdles. In addition, it is a great opportunity to come together and share ideas with other industry leaders. Events are also a great way to meet with vendors and to learn about new technology that may benefit your credit union by saving time and money, like the credit union forms solutions from Oak Tree Business Systems, Inc. With all the commotion going on, it may be hard to filter out what events are worthwhile and which ones can be skipped. After asking credit union executives, Oak Tree has provided some guidance on how to select an event to attend.

The two biggest factors for deciding what event(s) to attend were the price of the event and the topics covered. Attending any event has a cost associated, so it is important to know ahead of time what budget your credit union has to spend on such events. Not to mention your valuable time out of the office must produce results upon your return to the office. Here is a tip; most credit union events will have scholarships that you might be eligible to procure. So, be sure to read all the event details or ask the event coordinator if they offer any scholarship options. As far as the topics covered, most large events will have an agenda posted prior to the event that will list the overall focus of the meeting, who will be speaking, if sponsors/vendors will be there, and who those sponsors are. This agenda is a great way to gauge if you will truly benefit by attending, as it will let you know if there will be training, hands-on experience with the systems or technology, compliance updates, or networking opportunities.

The date and location of the events are the next factors to keep in mind when determining what event to attend. Travel, hotel, and time spent outside of the office can add extra cost to attending an event. If your budget is small, travel may not be an option. Instead, research your local league or chapter website to see what is happening near you. These websites may also have useful webinar training links available. The length of the event, as well as time of year, is also important to consider. Even a great event may conflict with important deadlines at your credit union. If there is a conflict, there may be other options to still learn about the topics covered, such as downloadable worksheets, the podcast of the event speakers, or even a second date/location of the same event.

Five different types of people at credit union events

  1. The Networker: He or she always has a business card handy and ready. The Networker is on the lookout to meet someone new to engage in an insightful conversation about what is going on around him or her in the credit union industry. 
  2. The #SocialMedia Guru: The Social Media Guru always has their phone handy, taking pictures for social media. He or she is taking advantage of the conference/event hashtags in their social media updates and is sharing photos with their coworkers back home. If the event has an app, he or she definitely has it downloaded and in full use. @OTBS_CUforms 
  3. The Question Asker: He or she is hungry to know more about the topic at hand. They have many questions and are not afraid to ask. The Question Asker came to the event with a purpose, and the purpose is to learn! Nothing is going to stop him or her from inquiring about a question they need to know the answer to.
  4. The Quiet One: He or she is quiet, but this does not mean that they are not fully engaged in what is going on. The Quiet One is silently thinking and absorbing all of the information that is presented to him or her at a conference or event. It will be the quiet one who applies the information back at the office that will positively affect your credit union.
  5. The Booth Visitor: Whether he or she is collecting the free handouts at the booths or trying to learn about new businesses/technology, this person is sure to stop at all and any vendor booth.

What is your biggest state event? Comment to let us know.

Friday, April 16, 2021

CU Events Roundup Apr 16, 2021

CU Events Roundup

Welcome to this week’s CU Events Roundup for Apr 16, 2021, where we will look at the Credit Union community and bring up some of the events we see going on. Oak Tree loves keeping tabs and participating in these credit union events. Please let us know if we missed out on yours and we’ll be sure to help promote it. The end of our SacTown Run event is almost upon us.

This Week’s Events

April has often been the busiest of months for us in the credit union industry when it comes to conventions and events. This year it has been a bit difficult to keep up with all the changes, but here is a few of the events we’ve been able to track.

Utah CU Association Annual Meeting & Convention

Utah’s Credit Unions came together this week for their 2021 VIRTUAL annual meeting. Did you see the speakers they had listed? I am sure it was a great event and here is hoping 2022 will be a live event!

Virginia Credit Union League Annual Meeting

We saw that VACUL had put out a call for the 2021 Annual Meeting, aka the “IGNITE” event, but we haven’t heard if plans changed or not. They had planned on the event being between April 14-16 at Virginia Beach.

SacTown 5k Run

We also wanted to bring up how we are participating in this year’s Credit Union SACTOWN Virtual 5k. The event ends next week, and if you have not signed up now you have until the 19th as a last chance entry date. They are allowing participants to do more than just running, so that’s great for those of us who tend to avoid running. Be sure to check out the Sacramento Running Association and remember that 100% of the funds go to benefit the Children Miracle Network Hospitals in California and Nevada. Thank you to the California Credit Union League and the Nevada Credit Union League for all you do as well!

Next Week’s Events

PSCU Virtual Member Forum is going virtual on April 20th.

Fintech is always in the news, and next week is a virtual hackathon for those interested.

Coming Soon

The Ohio Credit Union League usually has their inVest48 event around this time, but don’t worry — we saw they have it in May this year!

Speaking of events moving to later in the year, we saw that the NCPCU is doing their Strategy Summit in October this year.

That will do it for the CU Events Roundup on Apr 16, 2021. We hope you like this feature and we look forward to seeing how it can grow moving forward. If your credit union, credit union league, or credit union chapter has a big event coming up — drop us a comment or hit us up on social media.

Friday, April 9, 2021

CU Events Roundup Apr 9, 2021

CU Events Roundup Apr 9, 2021

Welcome to this week’s CU Events Roundup for Apr 9, 2021, where we will look at the Credit Union community and bring up some of the events we see going on. Oak Tree loves keeping tabs and participating in these credit union events. Please let us know if we missed out on yours and we’ll be sure to help promote it. We signed up for the Sactown, see below for more info on this.

This Week’s Events

April has often been the busiest of months for us in the credit union industry when it comes to conventions and events. This year it has been a bit difficult to keep up with all the changes, but here is a few of the events we’ve been able to track.

Hawaii Credit Union League’s 82nd Convention

Hawaii CU League went with “Renewed Commitment” for their 2021 virtual event. The HCUL looks to have lined up some great speakers and interesting discussions. Granted, we all have to agree having an excuse to visit Hawaii makes us really hope that 2022 is a live event again.

Cornerstone League’s Annual Meeting

Cornerstone has long operated as a membership and trade association for the credit unions located in Arkansas, Oklahoma, and Texas. They are at the tail-end of their Annual Meeting as this is being published. We can’t wait to hear more about how the event went! They had Sarah Thomas as their featured keynote, and we have to imagine it was very inspirational.

SacTown 5k Run

We also wanted to bring up how we are participating in this year’s Credit Union SACTOWN Virtual 5k. The event starts tomorrow and ends on the 20th, if you have not signed up now you have until the 19th as a last chance entry date. They are allowing participants to do more than just running, so that’s great for those of us who tend to avoid running. Be sure to check out the Sacramento Running Association and remember that 100% of the funds go to benefit the Children Miracle Network Hospitals in California and Nevada. Thank you to the California Credit Union League and the Nevada Credit Union League for all you do as well!

Next Week’s Events

Utah CU Association Annual Meeting & Convention

Utah’s Credit Unions will be coming together online as their 2021 annual meeting is going virtual. We see a bunch of great speakers from the credit union community! Remember, let us know about your annual meetings or conventions and we’ll be sure to help get the word out!! And we’re always on social media ready to engage with you about whatever you want to discuss! They have the speakers and other information posted.

Coming Soon

PSCU Virtual Member Forum is going virtual on April 20th.

The Ohio Credit Union League usually has their inVest48 event around this time, but don’t worry — we saw they have it in May this year!

Speaking of events moving to later in the year, we saw that the NCPCU is doing their Strategy Summit in October this year.

That will do it for the CU Events Roundup on Apr 9, 2021. We hope you like this feature and we look forward to seeing how it can grow moving forward. If your credit union, credit union league, or credit union chapter has a big event coming up — drop us a comment or hit us up on social media.

Friday, April 2, 2021

CU Events Roundup Apr 2, 2021

CU Events Roundup

Welcome to this week’s CU Events Roundup for Apr 2, 2021, where we will look at the Credit Union community and bring up some of the events we see going on. Oak Tree loves keeping tabs and participating in these credit union events. For CU Events Roundup Apr 2, 2021, we don’t have much outside of the upcoming events.

We are hopefully on the tail end of this pandemic that has disrupted so much, including the events that we often participate in for our industry. We know that there are some “LIVE” events coming up soon, as well as at least one Virtual/Live event. Stay tuned on those and more.

We saw there were a lot of schools and training that went virtual this week, but we’re a bit dry on any annual meetings or big conventions. Please let us know if we missed out on yours and we’ll be sure to help promote it. We signed up for the Sactown, see below for more info on this.

Next Week’s Events

Cornerstone League’s Annual Meeting

Cornerstone has long operated as a membership and trade association for the credit unions located in Arkansas, Oklahoma, and Texas. They are having their Annual Meeting next week, April 8-9. Is your credit union participating?

SacTown 5k Run

We also wanted to bring up how we are participating in this year’s Credit Union SACTOWN Virtual 5k. The event starts April 10th and ends on the 20th, if you have not signed up now you have until the 19th as a last chance entry date. They are allowing participants to do more than just running, so that’s great for those of us who tend to avoid running. Be sure to check out the Sacramento Running Association and remember that 100% of the funds go to benefit the Children Miracle Network Hospitals in California and Nevada. Thank you to the California Credit Union League and the Nevada Credit Union League for all you do as well!

Coming Soon

Utah CU Association Annual Meeting & Convention looks to be going virtual on April 15th.

PSCU Virtual Member Forum is going virtual on April 20th.

The Ohio Credit Union League usually has their inVest48 event around this time, but don’t worry — we saw they have it in May this year!

Speaking of events moving to later in the year, we saw that the NCPCU is doing their Strategy Summit in October this year.

That will do it for CU Events Roundup Apr 2, 2021.

We hope you like this feature and we look forward to seeing how it can grow moving forward. If your credit union, credit union league, or credit union chapter has a big event coming up — drop us a comment or hit us up on social media.

Wednesday, March 31, 2021

SacTown Virtual Run 2021

SacTown Virtual Run 2021

When Covid hit last year we saw a lot of our favorite events end up being canceled, and as time went on we in the credit union industry found new ways to adapt to the “New Normal”. We have seen many annual events go virtual as well as many credit union conventions and conferences as well. This year the Sacramento Running Association is hosting their SacTown Virtual Run 2021 as a Virtual 5k and we are once again a proud supporter for this great cause.

They are allowing the runners to be more than just runners as they can participate in a myriad of ways. It is a great way to help raise money for the Children’s Miracle Network of Hospitals and you should really sign up today as the event is coming up very soon!

SacTown Virtual Run 2021 Hudson

All of the money raised goes to the hospitals and our money is going to help the Children’s Hospital Orange County (CHOC), a great charity that many in our organization have long great histories with. They are busy every day helping kids of all ages with problems, such as Hudson. Hudson was only 15 months old when he was first diagnosed with kidney cancer. He then went through a surgery to remove the tumor and a kidney. The brave child then endured 6 months of chemotherapy. Today he is seven years cancer-free! It is hard enough for adults in battling cancer, but it has to be even more difficult for a child to be brave in such situations.

That is why we are so proud to help this organization and the charity. Once again, be sure to check out the run and sign up!

Friday, March 26, 2021

CU Events Roundup Mar 26, 2021

CU Events Roundup

Welcome to this week’s CU Events Roundup for Mar. 26, 2021, where we will look at the Credit Union community and bring up some of the events we see going on. Oak Tree loves keeping tabs and participating in these credit union events.

We are hopefully on the tail end of this pandemic that has disrupted so much, including the events that we often participate in for our industry. We know that there are some “LIVE” events coming up soon, as well as at least one Virtual/Live event. Stay tuned on those and more. Let’s look at CU Events Roundup Mar 26, 2021.

This Past Week

CUNA Marketing & Business Development Council Virtual Conference

This past week was the big Marketing and Business Development Council Conference put on by CUNA. They held 13 sessions over three days to help their council members. If you were a part of it, let us know how it went!

NAFCU Virtual Regulatory Compliance School

NAFCU Virtual Regulatory Compliance School is wrapping up today and that means there are a bunch of upcoming Compliance Officers in the credit union field. I hope they all know how much Oak Tree puts importance on compliance for credit unions!

Next Week’s Events

We saw online at 10times that NACUSO Network Conference was supposed to take place at the end of March, but it looks like they rescheduled this for a live event in November. So who is ready to go to Las Vegas in November? We might have to check this event out!

Coming Soon

School of Business Lending™ II: Financial Analysis and Diagnostic Assessment put on CUES next week, it will be virtual.

The Ohio Credit Union League usually has their inVest48 event around this time, but don’t worry — we saw they have it in May this year!

Speaking of events moving to later in the year, we saw that the NCPCU is doing their Strategy Summit in October this year.

That will do it for CU Events Roundup Mar 26, 2021.

We hope you like this feature and we look forward to seeing how it can grow moving forward. If your credit union, credit union league, or credit union chapter has a big event coming up — drop us a comment or hit us up on social media.

Friday, March 19, 2021

CU Events Roundup Mar 19, 2021

CU Events Roundup
CU Events Roundup

Welcome to this week’s CU Events Roundup for Mar. 19, 2021, where we will look at the Credit Union community and bring up some of the events we see going on. We love keeping tabs and participating in these credit union events. CU Events Roundup Mar 19, 2021.

We are hopefully on the tail end of this pandemic that has disrupted so much, including the events that we often participate in for our industry.

Louisiana’s Credit Union Connect

An annual event we like to keep up on and try to help out is the Credit Union Connect put on by the Louisiana Credit Union League and it is often around this time. Turns out it has been canceled for 2021, but we look forward to its return in 2022!

Check out their site for other upcoming events, though — including their 2021 Louisiana GAC.

This Past Week’s Events

There were a lot of roundtable discussions and annual meetings, so we can’t keep track of them all — but feel free to let us know how your Credit Union’s Annual Meeting or event went in the comments or our social media. We love engaging with credit unions!

Did you see that the NAFCU held their Annual Regulatory Compliance School event as a virtual event, did you participate?

Not exactly “credit union” related, but how was your St. Patrick’s Day? Did your credit union do anything special?

Next Week’s Events

Next week it looks like there will be the CUNA Marketing & Business Development Council as a Virtual Conference, will you be participating? You know how much Oak Tree values marketing, and we know your credit union will only see its membership rosters grow with the right credit union marketing and the best credit union forms!

Coming Soon

Houston’s Credit Unions will soon be hosting their March Chapter Meeting, are you attending?

That does it for CU Events Roundup on Mar 19, 2021. We hope you like this feature and we look forward to seeing how it can grow moving forward. If your credit union, credit union league, or credit union chapter has a big event coming up — drop us a comment or hit us up on social media.

Monday, October 19, 2020

International Credit Union Day 2020

Oak Tree Business shows how some Credit Unions celebrate ICU 2020
International Credit Union Day 2020

On October 15, 2020, credit unions all over the U.S. celebrated the 72nd International Credit Union Day 2020! The theme this year was “Inspiring Hope for a Global Community.”

The first ICU Day was celebrated in 1927 by the Credit Union League of Massachusetts. After a few years of not celebrating the holiday due to rapid growth and change in the credit union industry, ICU was established on the third Thursday of October.

ICU Day is a day of recognizing the CU global community, celebrating the progress we’ve made with the #CUmovement, and giving back to the people we serve.

Although 2020 has brought many challenges, credit unions have shown true resilience. We have been in awe of the work CUs have done for their communities in the last few months, and how the #poeplehelpingpeople movement has only gained speed in the face of the COVID-19 pandemic.

There is no better way to celebrate ICU Day than by featuring some of our #CUfamily and the ways they are celebrating!

A+ Federal Credit Union showed their spirit for ICU Day by driving in a parade for the Austin Habitat for Humanity.

Georgia United Credit Union donated $5,000 to four area food banks for their #fighthunger challenge.

Maui County Federal Credit Union packed 554 bags of emergency food for the Maui Food Bank.

Delta County Credit Union paid for lunches at local restaurants for #CULunchLocal.

Linn Area Credit Union is raising money for United Way of East Central Iowa.

Northeast Credit Union gave our $5 to lucky members.

Synergy Credit Union made a $100,000 donation that will be distributed among more than 30 schools in West-Central Saskatchewan.

United Savings Credit Union is matching donations up to $1,000 until October 30th for Great Plains Food Bank and the Becker County Food Bank.

Don’t forget to check out our 2020 ICU Day YouTube video.

We are elated that there is a holiday to celebrate the credit union movement, but we all know the great work CUs do doesn’t stop there. We like to honor the #CUfamily every week in our #HumanitarianHighlight blog posts!

Oak Tree is proud to be a part of the #CUmovement. As a credit union partner, you can count on us. Contact us today for your compliant and member-friendly forms.

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