With our-member CDCUs spread throughout the United States and travel budgets tight, the Federation has taken our trainings "on the road" to facilitate CDCU access to essential educational opportunities, top-notch presenters and educators, and of course, valuable networking opportunities.
Below, you will find the conference agenda and links to conference presentations from one of our recent trainings. Regional Seminars will be scheduled throughout the coming year, and may be coming to a location near you! The best way to learn about these opportunities is to "Join Our Mailing List" on our main webpage, and of course, checking our website calendar of events.
Credit Unions and Community Finance: Lessons and Impact
Northwest Regional Conferences
June 27, 2012 - Portland, OR | June 28, 2012 - Seattle, WA
Unless otherwise notes, speakers spoke at both conferences. Names in green font indicate their presentation is available for download.
9:30 – 10:00am Breakfast/ Meet and Greet
10:00 – 10:30am Welcoming Remarks
Presenters: Troy Stang, North West Credit Union Association President, and Pablo DeFilippi, Federation Director of Membership
10:30 – 11:30am Putting your Low Income Designation to Work for Your Credit Union and Members
This opening session provides an overview of the regulatory powers that can strengthen a credit union’s capacity to serve low-income consumers and underserved communities. Participants will learn how to qualify for this important designation, as well as the implications of NCUA’s recently revised low-income designation final rule.
11:30–12:30pm Leveraging your CDFI Certification to Access External Resources
This session will provide an zoverview of CDFI certification requirements and the benefits it brings to credit unions. Participants will gain an understanding of resources available CDFI certified credit unions, such as the CDFI Fund Technical Assistance and Financial Assistance programs; the CDFI Bond Guarantee Program and the Federation’s Community Development Investment Program.
Presenters: Scott Butterfield, CU Breakthrough Consultant, and Pablo DeFilippi, Federation Director of Membership (This presentation was jointly delivered by speakers)
12:30–1:30pm Working Lunch: Connecting the Dots
This session featured case studies of how Mendo Lake Credit Union (Portland Conference) and Express Credit Union (Seattle Conference) have been successful in leveraging external resources to increase their capacity to meet the needs of LMI markets and underserved communities.
Portland Presenter: Richard Cooper, President/CEO, Mendo Lake Credit Union
1:30–2:30pm Foreclosure Prevention: Help for CU Members at Risk
Credit unions did not create the foreclosure crisis, but they are an important part of the solution. Consumers often have more trust in their credit union than in any other financial institution and are more likely to turn to their credit union for advice, counsel and assistance. This session will show credit unions how to identify members at risk of foreclosure and help them avoid scams and predatory traps; what financial products can reduce the risk of foreclosure for your members and your credit union; and how to connect your members to responsible counseling and other services they need. Presenters will also showcase the Federation’s Foreclosure Prevention Toolkit, developed with support from the National Credit Union Foundation.
Portland Presentation: Terri J. Fowlkes, Federation Community Development Investments Program Director
Seattle Presentation: Terri J. Fowlkes, Federation Coommunity Development Investments Program Director
2:30–3:30pm Tools and Programs Available for Low Income and/or CDFI certified CUs!
What other programs and resources are available to credit unions serving economically distressed communities? Linking up with the Federal Reserve Bank, the Federal Home Loan Bank, the Small Business Administration, the Bureau of Indian Affairs and other government agencies provide access to specialized programs, resources and expertise that will strengthen your institution's capacity to meet the needs of LMI consumers and disfranchised communities.
Presenters: Tracy Brewer, AVP & Community Programs Manager, Federal Home Loan Bank, and Mark Costello, SBA Lead Lender Relations Specialist
3:30 – 4:00pm: Wrap-up