Business Planning

Discusses the importance and scope of planning, preparations for planning and elements of the actual planning process.

Format: lecture & exercises
Length: 4-8 hours
Presented by: Dan Cox, senior consultant; Lee Kestle, senior consultant; David Hawkins, senior consultant

Advanced Strategic Planning

Successful planning strategies and models, ways to overcome planning pitfalls and ideas on planning in the face of changes and increased controls. Includes budget creation.

Format: lecture & exercises
Length: 1 day
Presented by: Dan Cox, senior consultant; Lee Kestle, senior consultant

Credit Union 2020

What will your credit union look like in the future? Join us as we take a futuristic look at credit unions in the year 2020. We’ll cover new technologies, demographics and trends of the future.

Format: lecture
Length: 1-2 hours
Presented by: ICUL staff

Challenges of Change

What impact will a fast-changing world have on your credit union? Join us as we take a look at change and methods for dealing with the challenges of change.

Format: lecture & exercises
Length: 2 - 4 hours
Presented by: ICUL staff

Credit Union System Orientation

This program will familiarize management, staff and volunteers with how credit unions were started, the differences between banks and credit unions, the International Credit Union Operating Principles and the importance of focusing on member needs.

Format: lecture
Length: 1-2 hours
Presented by: ICUL staff​