credit unions represented by 109 small and mid-size roundtable participants.

48

CU RESOURCES

2019 Priorities: Proactive credit union consultation, increased CU support through accounting and audit services (including newReg E and wire-transfer audits), and further member engagement in roundtables and other forums for effective service and success.

human resources services performed for nine credit unions.

11513 audits and 1,090 accounting services performed.

in consultation and among peers empower credit unions’ long-term success.

knowledgeandTrust

DEVELOPMENT

2019 Priorities: Development of a business and executive coaching program for credit unions, continued advancement of CU professionals through the Leadership Development Institute, Directors Cruise, LAUNCH and the 2019 Annual Meeting.

attended one or more Professional Development events.

100%Large CUs

Mid-Size CUs

95%

Small CUs

70%

professionals advanced through successful

completion of FiCEP, LDI, and SE CUNA

Management School.

471,000+

in remote/on-site events, including 19 conferences,

roundtables, and workshops.

unite and advance CU participants through diverse experiences.

energyand

Inspiration

2019 Priorities: Enhancing risk management and compliance support/services, which include BSA/AML and Compliance Conferences, quarterly calls, fraud alerts, state issues, customized trainings, InfoSight and ComplySight tools, and our online compliance community.

COMPLIANCEsupport CU compliance while we pursue equitable regulatory relief.

and resourcesExpertise

participants in Quarterly Compliance Calls, and 109 recipients of 51 fraud alerts.

1-7-2

member inquiries addressed.

1,400

of our CU RegRefresh monthly series, which debuted July 2018.

350+

2019 Priorities: Defending the tax exemption, fighting for right-sized regulations, protecting member data, finding practical solutionsto credit union website accessibility for Americans with disabilities, and creating a modern regulatory structure for today’s state charter.

ADVOCACYraised for state and federal PACs; $42K to state candidates and $52K to federal.

125K400federal and state bills monitored, including tax reform, rules and regs, and data security.

200 meetings facilitated among lawmakers and CUs in 2018.

bring political, legislative, and regulatory results for credit unions and consumers.

relationshipsAccess and

2018-2019SNAPSHOT

ANNUAL