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May 09, 2011

Interchange Video - Vote Today

Our friends at CU*SWAG have made a short video and need your help to win. Plus, you can use the video to share with your credit union staff and members to inform them why they need to take action on interchange.

It's simple to help out and take action:

1. Click here to watch our interchange video entry.

Continue reading "Interchange Video - Vote Today" »

May 14, 2010

Image Provides Insight into Ideal Candidates

Wordle: Image of a SCMS Student
Click the image to enlarge.

If you are planning a career in the credit union movement, professional development and networking are key to your success. As a leader, it is also important to have a plan to ensure that your team has a clear plan for developing their skills and network. Southwest CUNA Management School is designed to challenge you, your team, and your credit union forward.

 

If your find yourself or members of your team identified in the word picture to the left, you have a match for the profile of a future leader and SCMS student…enroll today!

 

Visit www.wordle.net to create your own "word cloud". It's a great tool to see if something you're writing has the emphasis where you want it to be.

April 30, 2010

Southwest CUNA Management School Bulletin: Wanted Credit Union Professionals Fitting this Profile!

The secret’s out. Southwest CUNA Management School Students have been profiled. The PTP New Media & CU*Swag team caught one of this year’s third year students, Jason Duplant (Neches FCU) on tape. Look and listen closely to get an insiders’ perspective on the value of the school.


Careful analysis of this year’s 1st year enrollees reveals what a typical students looks like:

Who

Students come from credit unions ranging in size from under $1 million to nearly $1 billion. It’s exciting to see mutually beneficial relationships develop when Davy and Goliath are side by side in the classroom.

Students range in age from 23 to 62. Oh the lessons the generations learn from each other when they spend eight days on a college campus for three years. New for 2010 we have a special scholarship, networking, and mentoring C2C initiative for students under the age of 30 by August 1, 2010.

Experience levels cover a wide range.

  • Years on the Job: 1 to 26, averaging just under 6 years.

  • Years in Credit Unions: 2 to 31, averaging 11 years

  • Years in the Financial Services Industry: 2 to 33, averaging just over 13 years.

As for job titles, you name it and we probably have someone enrolled. The school is designed for everyone from management trainees to mid and senior level management to CEOs.

When       July 11-21, 2010

Where    Classes are held at TCU (Texas Christian University, Fort Worth, Texas)

Students may be coming from as far as Africa. The majority of the students are coming from Arkansas, Kansas, Louisiana, Missouri, New Mexico, Oklahoma, and Texas.

What

Intensive classroom training, world class faculty, unique networking opportunities, and developing a detailed two year strategic business plan for your credit union. Specialists gain an appreciation for how the various pieces of the credit union come together to complete/affect the entire company. Smaller credit unions get the opportunity to dream and think about how to strategically position their credit union forward. All students build a strong network of friends and experts to help them face challenges down the road.

Developing News

Strategic alumni have been collaborating and brainstorming about providing additional value. As a result of numerous discussions, new opportunities are available for credit union folks to take advantage of what SCMS has to offer.

  • Day Students: Any league affiliated credit union may attend ½ to a full day, or even a couple of days on a day rate basis - $275 per day, lunch included, on own for accommodations. No homework. Click here for the full schedule.

  • Full Year Option: CUNA Management School alumni are invited back for a full year experience, living on campus, learning and networking with the class of their choice. This is offered as either entire 1st, 2nd or 3rd year options. Same price as a full time student, though no scholarship opportunities at this point. No homework.

If you, or one of your credit union’s talented up and coming stars, specialists, or seasoned vets are looking for challenges, fresh perspectives, innovative ideas and aha moments, the time to enroll in the school is now!

Contact Janine McBee for further information if interested: jmcbee@scms.coop or tweet @SCMSJanine

April 13, 2010

SCMS New Faculty On Board for Summer 2010 Session

Fresh faces are on board to join the Southwest CUNA Management School faculty team and challenge students forward:

· Matt Davis  (AKA "The Credit Union Warrior") partnered with Filene Research Institute, Matt joins Denise Gabel for the 1 1/2 days of Innovation classes with 2nd & 3rd year students.

· Julie Ferguson, JRF Consulting Services brings a wealth of credit union and business development background to Grad School.

· David Goldsmith, MetaMatrix Consulting Group, Inc., is about to have a book published on strategic planning. He’s the final class for 1st year students, charged with sending them out challenged and future focused.

· Mike Petrone, CFE, CFSA joins us from CUNA Mutual Group (CMG) for the 1st year Risk Management course. In 2002, Mike was honored with the 2nd annual Michael G. Hallinan Risk Management Choice Award.

· Shawn Temple (one of last year’s Award of Excellence recipients), Bossier FCU, joins the team to work with students on the project (a two-year strategic business plan) requirements.

· Amanda Vega,  Amanda Vega Consulting brings real world experience to help second year students make strategic decisions related to social media and their  credit unions.

 

For a complete faculty team and course listing, scholarship information (deadline this week), and school application, visit www.scms.coop.

Excitement mounts as registrations come in for this year's first year class. To give you an idea of what students looks like:

  • They are coming from Arkansas, Kansas, Louisiana, New Mexico, Texas and possibly Africa.

  • They hold titles ranging from President, Manager, Director, COO, VP, Accounting, Business Services Representative, Branch Manager, to E-Branch Manager and more.

  • The credit union asset sizes range from under $20 million to around $1 billion

  • The students range in age from early 20's to 50's. They have 2 to 28 years service in credit unions, with 2 to 33 years in the financial services industry.

  • Education backgrounds range from Masters Degrees to High School Grads.

Thank you Bossier FCU for enrolling three in the first year class and to numerous credit unions who continue to enroll credit unions year after year!


 

March 05, 2010

Show us Your Leadership and We’ll Show You The Money!

C2cfinalDo you have talented staff under the age of 30? Are you looking for opportunities to hone and develop their leadership skills? The Texas Credit Union Foundation (TCUF) and Southwest CUNA Management School (SCMS) have joined forces to invest in the future of the credit union system through the SCMS C2C Scholarship – Connect to Collaborate!

The Scholarship? Up to $2,899 (tuition for 2010 SCMS summer session) – The full amount of tuition paid by the student’s credit union will be reimbursed for one student. Odds are better than 1 in 34 to win! At the end of the 1st year session of SCMS, the student’s classmates will vote on who among the under 30 group exhibited the most leadership on campus. Simple majority wins. In the event of a tie, the scholarship will be split. We will announce the winner during the July 21 graduation ceremonies.

Who is eligible? Credit union professionals under the age of 30 as of August 1, 2010 who are enrolled in the July 2010 first year SCMS session. The credit union must be affiliated with their state league. Enrollment closes at 55 students.

What’s in it for the student?

  • Connect - opportunity to network and learn side by side with current and future credit union leaders and the school's highly acclaimed faculty.
  • Collaborate - peer to peer mentoring.
  • Added value for the 1st year students under the age of 30 
    - a special leadership packet – top secret contents!
    - additional bonus opportunities are in the works, like an invite to join 2nd year faculty member, marketing and branding expert, Mark Arnold, for lunch on campus.
    - VIP seating with industry leaders during graduation.

What’s in it for the credit union?

  • Connect your rising leaders to a phenomenal credit union network.
  • Collaborate with your student(s) as work is done to create a strategic business plan for your credit union.

To encourage and mentor up and coming credit union leaders, SCMS C2C will also hold a casual chat for all SCMS students and alumni under the age of 30 on July 20, after the annual alumni/student auction dinner. Watch www.scms.coop additional details. Wait until you see who is coming to campus to spend time with this group!

A huge thank you goes out to Brent Dixon, Mark Arnold, and PTP New Media for helping me get C2C from concept to reality!

Have questions about SCMS? Contact Director and Synergist, Janine McBee at 800.442.5762x6634, jmcbee@scms.coop or tweet @SCMSJanine.

(No scholarship application is required!)

November 18, 2009

Hi Mom! Live at the Mobilize.org Conference! Watch Below...

Watch a live stream from mobilize.org conference and get involved with the chat on the credit union blog.

Continue reading "Hi Mom! Live at the Mobilize.org Conference! Watch Below..." »

June 03, 2009

SCMS Hands-On Social Media Class & More

Southwest CUNA Management School
Grad School - Social Media Lab: Credit Unions Get Down & Dirty

 

It’s time to stop talking about social media, roll up your sleeves, and experience some of the tools first hand. James Robert Lay, Brad Garland, and Kent Sugg team up to divide you up. Attendees will divide into work teams to create various social media elements. You’ll discover that with some strategic thinking, nominal investment, and time, you can effectively take advantage of opportunities afforded you through blogging, polling, podcast, Flickr, Twitter, Facebook, YouTube, and more.

Unlike other events where you or your staff attend and get excited about the potential of social media, only to return and hit a dead end because you have no idea where to start, you’ll be in real life scenarios to help you better understand and work with social media when you return home.

 

Visit the school site for the full Grad School curriculum, schedule and related details.

 

For the 1st Time - SCMS is Offering a Day Rate

 

Open Invite to Credit Union Professionals to Attend the SCMS Fireside Chat with Robert Gallman and Susan Mitchell - no charge to take advantage of this event and experience the excitement of SCMS!

Swing for a cause - the development of credit union leaders! The 21st Annual SCMS Scholarship Golf Classic is open to all.

 

It's not too late to enroll as a 1st year student! Plan now to connect with tomorrow's leaders. Enroll today!

April 23, 2009

Invest in the Future

SCMS_LOGO_WEB1 It’s time to rethink strategies and find innovative solutions to today’s challenges. Seeking ways to maximize the return on how time and money are spent is crucial. Southwest CUNA Management School (SCMS) is an environment where applied knowledge and networking are structured to help students find innovative and sound strategies to help position their credit unions forward.

This is the year to seriously consider enrolling yourself or key staff in SCMS — the place to connect with professionals dedicated to the future, an industry think tank.

- Credit union focused curriculum

- Networking opportunities
- Awesome faculty
- Student participation 

Two innovative credit union communication tools students initiated over the last year:

YouTube Video (Bank vs. CU Novella) - Kudos Alex Rascon, (SCMS Class of 2010 president, GECU)

This blog, CU Grow - Thank you James Robert Lay and Natasha Melugin (SCMS Cl of 2009) for your vision, commitment, heart and passion!

- Opportunity to be part of shaping the future of credit unions!

The school is intense. Less than 80% of a first year class make it to graduation. Successful completion of the school is something to take pride in. A three-year commitment, this summer's session is from July 12-22.

SCMS offers professional and personal development opportunity, providing a strong base for credit union leadership. Take the challenge. Make the commitment. Enroll today!

March 25, 2009

What's Enron Got to Do With It?

McAdoo_crop_green With the current market and some corporate credit unions in conservatorship; how do you differentiate your credit union? What message do you send to your members to let them know just because they hear the word “credit union” on the news it doesn't mean yours?

Jack McAdoo, former CEO of Enron FCU, has experience in dealing with the media and negative press in credit union world. Talk about stressful situations; the Enron credit union was inside of the Enron building at the time of the Enron collapse. The morning after the news of Enron filing bankruptcy, there was a line wrapped around the credit union of people ready to pull all their money out. He and his team saved the credit union, which is now Startrust FCU, through an event most credit union CEO's have nightmares about. According to the NCUA, Jack accomplished the impossible. McAdoo guided the credit union through a successful name change, relocation and field of membership expansion — all within a seven-month span. Jack is currently CEO at Beacon FCU in LaPorte, TX. I recently interviewed Jack McAdoo about his experience:

Continue reading "What's Enron Got to Do With It?" »

February 26, 2009

Credit Union GAC Review - Day 3

Check out Pamela Stephens', CEO of Security One FCU, day two update from the 2009 CUNA Governmental Affairs Conference (GAC).

Watch her video below to learn what is going on in DC and shout back with your thoughts, comments and ideas.

February 25, 2009

Credit Union GAC Review - Day 2

Check out Pamela Stephens', CEO of Security One FCU, day two update from the 2009 CUNA Governmental Affairs Conference (GAC).

Watch her video below to learn what is going on in DC and shout back with your thoughts, comments and ideas.

February 24, 2009

Credit Union GAC Review - Day 1

Many thanks to Pamela Stephens, CEO of Security One FCU, for putting together this brief report from day one of the 2009 CUNA Governmental Affairs Conference (GAC)

Watch her video below to learn what is going on in DC and shout back with your thoughts, comments and ideas.

Click here to check out the conference schedule for the rest of the week.

February 09, 2009

"Where Are We Now and Who Is on First?"

Thanks to two credit union friends for sharing the following - Dean Borland and Dennis McCuistion.

Global economic stress isn’t created overnight and it does not result from isolated, micro-economic influences. And, once created, global economic stress cannot be remedied quickly or easily. So, as plans were being laid in the fall of 2008 for the January 2009 TCUL Chapter Leaders Conference, it seem that a review of current the economic and political climate would be a timely topic for credit union leaders.

With that objective in mind, Dennis McCuistion, a former banker, internationally known speaker, author, and host of PBS’s syndicated "McCuistion," a "Donahue-style" program focusing on economic, social, business and political issues, was engaged to speak to Chapter Leaders about the events and issues that led us into the current economic downturn and what it will take to pull ourselves out. Dennis’ white paper, “Where Are We Now and Who Is on First?” was prepared as a handout for the TCUL Chapter Leaders Conference. It stands as a sobering chronology of the events that have led to what may be one of the worst economic downturns this nation and the world has seen in the last half-decade.

Credit Union Resources, Inc. and its OnBalance service are pleased to have been able to bring Mr. McCuistion to the Chapter Leaders Conference and would now like to share Dennis’ insights with you, the present and future leaders of the credit union industry. Our hope is that you will learn from the mistakes of the past in order to move forward and forge a better future for credit unions and our members.

January 30, 2009

Campaigns and Credit Unions: "Change" Your Approach

Social media and micro sites have played a vital role in connecting people with candidates throughout the campaign process. Even now, with the beginning of a new presidential term, these marketing tactics are being implemented by companies (and the government) to connect politically with people. Using modern and innovative techniques to raise awareness took these marketing campaigns from average to viral.

No matter what your political preference is (or if you even have one), credit unions should take note of these marketing tactics. Use these large scale campaigns as a jumping off point and follow two rules: 1.) Scale it back significantly to fit your credit union size and 2.) Make it your own...personalize your campaign in a way that speaks to your community (an example of this is Security One FCU's Experience Change 2009 micro site*). Here are a few ideas worth reviewing:

Implementing similar strategies on a smaller scale gives credit unions the opportunity to connect with current members and expand their reach to new audiences.

*Disclaimer: Security One FCU is a PTP NEW MEDIA client.

January 28, 2009

Mike Garibaldi-Frick: Transform Banks into Credit Unions

I saw this article and just had to post it.

Mike Garibaldi-Frick: Transform Banks into Credit Unions

Posted using ShareThis

November 04, 2008

Updated - Free Coffee and More if You Vote Today

If you vote today, you can head over to your local Starbucks (because they are basically everywhere) and enjoy a free tall cup of brew. All you have to do is tell them that you voted, so take advantage once you vote! If you haven't voted already, then make sure you head to the polls today and make your voice heard!

Plus... check out these other freebies for voters!

  • Ben & Jerry’s – Free Scoop between 5-8!
  • Books-A-Million – Free cup of coffee!
  • Chik-fil-A – Free chicken sandwich!
  • Krispy Kreme – Free star shaped doughnut!

Thanks to DeAndre'e for the notice on these additional places...

Free Coffee if You Vote

Starbucks-logoIf you vote today, you can head over to your local Starbucks (because they are basically everywhere) and enjoy a free tall cup of brew.  All you have to do is tell them that you voted, so take advantage once you vote!  If you haven't voted already, then make sure you head to the polls today and make your voice heard!

  

November 03, 2008

It’s Time for Credit Unions to Rock the Vote

Now is the time to vote and make your voice heard. Watch the video below we produced that embodies the credit union spirit and feel free to post on your on blog or credit union web site.



Credit Union Difference from James Robert Lay on Vimeo.

I have included the embed script below for easy copy and paste. Shout back and let us know if you have any questions on how to embed this.

<object width="400" height="267"><param name="allowfullscreen" value="true" /><param name="allowscriptaccess" value="always" /><param name="movie" value="http://vimeo.com/moogaloop.swf?clip_id=1967137&amp;server=vimeo.com&amp;show_title=0&amp;show_byline=0&amp;show_portrait=0&amp;color=00ADEF&amp;fullscreen=1" /><embed src="http://vimeo.com/moogaloop.swf?clip_id=1967137&amp;server=vimeo.com&amp;show_title=0&amp;show_byline=0&amp;show_portrait=0&amp;color=00ADEF&amp;fullscreen=1" type="application/x-shockwave-flash" allowfullscreen="true" allowscriptaccess="always" width="400" height="267"></embed></object><br /><a href="http://vimeo.com/1967137">Credit Union Difference</a> from <a href="http://vimeo.com/user838207">James Robert Lay</a> on <a href="http://vimeo.com">Vimeo</a>.

October 14, 2008

U Rock the Vote 2008 – Vote for Credit Unions Video

Neches FCU (disclaimer… they are a client) just launched a social media membership drive campaign built around the election.  U Rock the Vote emphasizes the safety and security of credit unions while not attacking the banks.

The goals of the campaign include to connect and educate the community about credit unions, drive membership and referrals, and reinforce the importance to vote in 2008. The campaign is comprised multiple channels to communicate the U Rock the Vote 2008 message. 

In addition, a simple “campaign video” was created to tell the credit union story and reinforce the credit unions brand of “Friends, Family, Community”. 

Continue reading "U Rock the Vote 2008 – Vote for Credit Unions Video" »

October 13, 2008

Sabine Chapter Dinner - Congressman Poe

Congressman Ted Poe spoke for a few minutes at the Sabine Chapter meeting on the financial bailout. 

Check out the video below and shout back at us with any of the ways your credit union is working towards a strong financial future.

Continue reading "Sabine Chapter Dinner - Congressman Poe" »

September 30, 2008

Main Street is Pissed Off… Are Your Credit Union Members?

Msnpic Check out this neat social media tool from MSNBC’s Gut Check America.  This interactive “photo story wall” allows people to share their stories and feelings on the current financial situation.  Not only can they write their feelings “on the wall” but they can also post their picture putting a face to the story. 

I wonder how many of these post are credit union members? 

As a follow up to Devora’s question, how cool would this be to develop a “wall” like this for credit union members to sound off and really bring a strong front for change and government action. 

Do you give your credit union members the chance to sound off about what is on their mind and pissing them off?  There is no better time than now to listen to them.

September 24, 2008

Can Credit Unions Survive the Current Bailout

Devora contacted us the other day with a great question for discussion.  We thought it would be fitting to put a little “yes/no” survey together to see what the pulse is out there.  We also want you to share your thoughts and comments about if credit unions can prove we don’t need more regulation but less. 

Regarding this “regulation”, Robbie Wright brought to my attention that the Texas Dow Employees Credit Union (TDECU) “Safe & Sound” micro-site was shut down by the FDIC.

To access the site you have to go through a back page as the domain now redirects to TDECU public web site.  Here is a link to the “Safe & Sound” micro site.

My take on this is what did TDECU do wrong except take the current bank crisis and capitalize on it by differentiating their strength that credit unions are safe.  They may be a little more “in your face” about it than some of the other credit unions but what a great way to educate and connect with their market on the credit union difference.

In addition, the CU Times reported that Texas Credit Union Commissioner Harold Feeney requested the credit union “delete any references on your  Web site or in any future media advertisements that could imply that deposits in banks are not as safe as deposits in credit unions.”

So, please share your thoughts and comments about if credit unions can prove we don’t need more regulation and survive the current bailout.   



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