2023 Mississippi Small CU Forum Review

Presentations

Managing & Growing a Small Credit Union – Amy Brodersen, Family First FCU

Payments Update – Mark Hamer, Envisant

Partnering to Drive Growth in 2023 & Beyond – David McBeth, TruStage

TruStage Product Name Guide – David McBeth, TruStage

Reminder: To ensure you continue to receive important information from TruStage, please safelist @trustage.com.  Additional rebranding information and instructions for credit unions can be found in TruStage’s Rebranding Support Hub for Credit Unions.

Additional Resources/Group Discussion Items

TALENT STRATEGY

Family First FCU Resources:

• Employment Ad Template
• 1st Email Interview Template
• 2nd Email Interview Template
• Candidate Rating Sheet
• Hiring Procedures

Additional:

• Credit Union National Association Small CU Talent Strategy Guide
• HR Performance Solutions Compease: https://www.hrperformancesolutions.net/compensation-only

SUCCESION STRATEGY

Family First FCU Resources:

• Associate Director Application
• Associate Director Confidentiality Agreement
• Associate Director Policy
• Associate Director Credit Report Authorization

Additional:

• Credit Union National Association Small CU Strategic Planning Guide
• Credit Union National Association Small CU Succession Planning Guide
• Credit Union National Association Small CU Succession Planning Checklist

MISCELLANEOUS

Credit Union National Association Small Credit Union Resources

• Small Credit Union Resources Home Page
• Credit Union National Association Small Credit Union Discussion Listserve: Connect with small credit unions nationwide on this free platform where you can share ideas, collaborate and solve problems collectively. https://community.cuna.org/home.

CISA (Cybersecurity and Infrastructure Security Agency) Vulnerability Scanning (Free)

• Program Details
• CISA Cybersecurity State Coordinator William (Greg) Mallette, Cybersecurity State Coordinator, 202-360-7865, William.mallette@cisa.dhs.gov

The forum was sponsored by

FREE SMALL CU WEBINAR

Active Assailant and Robbery Training
August 30, 1:00 PM CST

Your credit union is faced with risks and threats every day. However, you must rise above the risk by preparing, anticipating, and communicating throughout your organization. This complimentary webinar from Trustage will help you to prepare employees and your organization to respond to these situations.

FREE FINTECH PLANNING WEBINAR

Fintech is Here! Where Do You Start?
September 7, 1:00 pm

There’s no question that fintech companies can provide tremendous value to keep your credit union competitive. But with so many options and requirements, where do you begin? This session will help you understand what questions you can ask to chart your fintech path and take away at least one critical step that you can do TODAY to move your credit union forward on your technology path.