Credit union training, workshops and speaking
Whether you're looking to inform and inspire your team, or bring a little something extra to your credit union conference, our speaking, training and workshops always deliver.
Align your people, inspire action
Training and workshops
Where insights meet impact
Featured sessions
Regardless of size, location, charter or field of membership, every credit union shares one thing in common: Purpose.
Every single institution was started with the exclusive, irrevocable intention of providing safe, affordable financial services to people who would otherwise go without.
But times change.
That same fundamental intent is as critical today as it was 100 years ago, but the communities, employers and professions your credit union was set up to serve have no doubt evolved and expanded. So too has how we all think about, use, transfer and access money. Your credit union can’t afford to be left behind.
Through this workshop, we’ll reimagine your credit union’s central tenets to better reflect the organization it has become, the passion of the people who work there, and the needs of the members it serves.
LEARNING OUTCOMES:
- Friction points between your mission, margin and strategy
- A deeper understanding of your members’ core needs and how you can serve them
- A revised brand framework, developed, written and wholly owned by your team
- Initial concepts for rollout and implementation
Every credit union wants their team to understand, emote, and even “live” the mission, so of course workplace motivation is vital. Most organizations have plans in place, but they typically prioritize perks and pay. Perhaps that’s why employee engagement and retention remain critical challenges for credit unions.
This session explores the broader conditions that allow people to do their best work, and how everyday management decisions shape motivation and performance over time.
LEARNING OUTCOMES:
- Understand motivation as a system, shaped by workplace conditions and
leadership behaviors - Recognize the factors that quietly strengthen or undermine performance and engagement
- Apply practical principles to improve motivation, trust and consistency across
teams
Your credit union’s strategy can’t afford to be just another document. Like the organization itself, it has to be a living, breathing entity; focused and intentional, yes, but also malleable and adaptable in the face of uncertainty.
For many credit unions, embracing plasticity is where their strategic planning breaks down. Not because of an inability or unwillingness to pivot, but because of misunderstood dependencies, misaligned priorities and mismatched roles.
In this hands-on session, we’ll utilize our proprietary diagnostic tool designed to reveal where great credit union strategies go to die — and what you can do to bring them back to life.
LEARNING OUTCOMES:
- Build greater clarity of how long-term growth and a member-centric mission can live within the same strategy
- Learn how to utilize the Mission/Margin Matrix to assess alignment across your credit union’s mission, initiatives, roles and operations
- Discover where friction, duplication or misalignment most often shows up in your credit union — and how to fix it
Credit unions rarely struggle to articulate why they exist but can often struggle to prove it. Purpose, mission, values … While proudly displayed they’re easily disconnected from the day-to-day operations and member experience. That chasm is where mission goes to die.
This session explores how credit unions can effectively reconnect their marketing strategies and outputs to their core brand, helping to bring the Credit Union Difference to life.
LEARNING OUTCOMES:
- Understand how to pressure-test your credit union’s brand, identify where it breaks down in action, and how to reconnect it
- Discover a robust content strategy framework to help you be more intentional with your outputs
- Explore the power of smart segmentation and how to drive growth in underserved communities
- Learn how to add humanity, purpose and passion into your member stories
“
John O’Brien
CFO, Abri Credit Union
because new challenges need new ideas
Speaking sessions
It takes a lot of trust to put someone on a stage when your organization’s name and reputation is on the line. That’s a trust we don’t take lightly.
Whether it’s a keynote, a breakout, panel participation or panel facilitation, our speakers always bring our unique blend of unapologetic optimism and full candor to the stage.
Your audience knows there are challenges,
so we don’t admire the problem. Instead, we bring real-world, practical, implementable opportunities to the fore, because big-picture ideas are great, but big-picture action is best.
Elevate your event
Featured presentations
Deposits are flat, membership flighty, and regulation is chaotic ... at least credit unions have a handle on their operations. Right?
Perhaps not. In this session, we'll expose the truths hiding in plain sight that can save your institution millions of dollars. In Mission Brands Consulting's trademark "Full candor, no bullsh*t" way, this session will help credit unions understand how to unearth (and put to use!) the patterns inside their own data ... without having to pay for the privilege.
For the budget conscious, overstretched and under-resourced leaders out there, this one's not to be missed.
Credit unions are full of people who genuinely care about their members, but somewhere between the boardroom and the branch, the words we use stop sounding like the people we serve.
No one has ever texted their friend "I just opened a share draft account," yet we talk like they might. The gap between how credit unions communicate and how members actually think is real—and in the age of AI, it poses a greater risk than ever before.
In this session we'll look at where the communication gap lives, why it matters more than most credit unions realize, and the quick, cheap, and easy steps everybody can take to improve their member marketing.
Every credit union knows their members… right?
What if knowing a member’s name isn’t enough? What if the transaction data doesn’t tell the whole story? What if the answer to long-term growth is staring the system right in the face?
Discover simple strategies that can take your credit union deep into the community it thinks it’s serving, and uncover the real friction points hindering your growth and your (potential) members’ financial wellbeing.
Credit unions rarely struggle to say what they stand for. They struggle to prove it.Purpose statements and values adorn the walls in-branch, but are often disconnected from member or employee experiences and the day-to-day operations. The result is a brand that sounds right but feels forgettable.
This session reframes brand not as marketing output, but as organizational behavior made visible. We’ll examine how credit unions can build their operational strategies, people policies and marketing outputs around purpose to bring the Credit Union Difference to life.