We all know that a SWOT (Strengths, Weaknesses, Opportunities, Threats) Analysis and revised Mission Statement aren’t enough to suffice as a “Strategic Plan”. But, in today’s fast-paced credit union environment, what topics should be part of your Strategic Planning Session? Should planning be an annual event or ongoing activity? Does an outside facilitator make it a better session and what if we can’t afford one? Every credit union has different initiatives planned and underway that deserve attention at the strategic level. And, there are many ways to produce a productive strategic plan. “High priority” or “big ticket” items easily make the session agenda, but how much time, and ultimately resources, do you devote to some of your core operations? Topics such as succession planning, volunteer recruitment, regulatory compliance implementation, and personnel training. These less flashy operational items can often make the difference between having an effective strategic plan and one that “looked good on paper, but…” Don’t let your Strategic Plan become an examiner finding, join us for an evening of learning and sharing as we highlight how to create a successful strategic plan!
Who Should Attend? Credit union supervisory committee members and board of directors. About the Presenter: Melia D. Heimbuck, CUDE, BSACS, CUCE, Director of Compliance Operations, Mountain West Credit Union Association Melia Heimbuck has been with Mountain West Credit Union Association since 2002 and is currently the Director of Compliance Operations. She has held various positions within the Association including, Director of Member Services, Director of Credit Union Development, and Foundation Executive Director.
As Director of Compliance Operations, Melia is responsible for the day to day operations and creating a sustainable future for the Compliance Solutions program offered by Credit Union Strategic Partners. Additionally, she provides compliance guidance and assistance to credit unions in Arizona, Colorado, and Wyoming. Previous Association roles have put Melia in a position to develop and deliver strategic planning, create and lead small credit union initiatives, provide training, asset/liability management, budgeting, fundraising, grant writing, and board of director management. Melia possesses small credit union experience along with consumer and commercial lending background.
Melia holds a Bachelor’s Degree in Business Finance from the University of Northern Colorado, a Master’s of Business Administration in Business Finance from Regis University, the Credit Union Development Educator (CUDE) and Development Educator of the United Kingdom (DEUK) designations, as well as the Bank Secrecy Act Compliance Specialist (BSACS) and Credit Union Compliance Expert (CUCE) certifications.
Includes: Instructions, materials and a light dinner. Cost: $79.00/per person. A $15.00 discount will be applied to each attendee after the first one is registered. Multiple attendees must be from the same credit union and registered at the same time to receive the discount.
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