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: Julie A. Kappenman , Director of Compliance Services, Mountain West Credit Union Association Julie A. Kappenman has been involved in the credit union movement for over 20 years. She began her career in Minneapolis, Minnesota where she worked for Teachers Federal Credit Union as an intern. She was then hired by the National Credit Union Administration (NCUA) as an examiner, where for nine years she conducted examinations of credit unions with varying assets sizes and complexity throughout the Midwest. Next, she became an Economic Development Specialist for NCUA where her role was expanded to include training and consulting for small and low-income credit unions throughout the country. As an Economic Development Specialist, Julie assisted in starting five new credit unions, authored “The Interim Audit Procedures manual” for Supervisory Committees, and provided one-on-one and group training sessions to numerous credit unions in a variety of areas including business development, compliance, and auditing. Julie started CU Assistance in 2007 where she provided consulting services to a variety of credit unions. She began consulting with the Compliance Solutions Department of MWCUA in May of 2009. In this role she performed on-site compliance reviews, assisted in regulatory updates for program materials, and compliance training. She joined the MWCUA team in September of 2012 where she is the Director of Association Compliance Services. Julie holds a Bachelor of Science Degree in Accounting from Southwest State University in Marshall, MN and has earned the Credit Union Development Educator (CUDE) and Credit Union Compliance Expert (CUCE) designations. 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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