National Federation of Community
Development Credit Unions
June 6, 2013
“Partnerships For Success: Networks That
Build Small Credit Unions”
John F. Kilduff, CFE
Compliance Administrator
800-932-0661, extension 5248
717-903-3101 (mobile)
John.kilduff@pcua.org
Small Credit Union Network (SCUNet)
 www.pcua.org
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Specially-designated section of the Association’s website with information for small
credit unions, including our monthly
SCUNet e-newsletter
 Mentor List
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Accounting
Collections
Lending
Marketing
Technology
Youth Involvement
Business Development
Financial Counseling
Serving Ethnic/Unique Populations
 SCUNet Discounts
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Education Conferences, webinars
Compliance Cavalry & Onsite Fee-Based Trainings
CUNA Council Memberships – CPD Online Training
Pennsylvania Credit Union Foundation
 Since 1996 more than 500 grants awarded
 About 60% awarded to small credit unions
 Used for marketing, websites, Internet banking, debit
card and share draft programs, mobile banking services
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Up to $5,000 for credit unions with assets of $30 million or less
Training & Education
Strategic Planning
Credit Union Marketing Services
Chapters in Pennsylvania
The Erie Area Credit Union Partnership
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TEA CUP
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Nearly a dozen (11) small credit unions
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CEOs meet and discuss how to collaborate
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http://www.myeriecu.com – PCUF Grant/Website
Negotiated special, lower cost newspaper ad
$200 per credit union, compared to typical $1,000 ad
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Credit unions noticed increased visits, new accounts
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Chapters in Pennsylvania
Wilkes-Barre / Scranton Chapter of Credit
Unions
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Hotel meeting room space rented, larger credit unions
coordinate and select “current topics” and “issues” of
interest to credit unions
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compliance, marketing, education and training
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Guest speaker/trainer invited
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All small credit unions invited, cost-effective way to offer
information and training
Chapters in Pennsylvania
Altoona Chapter of Credit Unions
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One larger credit union purchased CPD Online training and
education tool from CUNA
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Large credit union then conducts Chapter meetings and
invites area small credit unions to its facility to participate in
the training modules for the smaller credit union staff
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Cost-effective way to offer information and training
Chapters in Pennsylvania
 Annual BSA Training…low-cost, 90-minute training workshop,
quiz and training certificates issues to participants. Some large credit unions,
but mostly small and medium size credit unions.
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Johnstown Chapter
Monongahela Valley Chapter
Pittsburgh Chapter
Susquehanna Valley Chapter
Greensburg Chapter
Harrisburg Chapter
Montgomery County Chapter
Beaver Valley Chapter
Chapters in Pennsylvania
 Philadelphia Chapter – SCUNet Collaboration Corner
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20 officials from seven of Philadelphia’s small credit unions gathered at The
Triumph Baptist Church Thursday evening, November 29th, for Director
Financial Literacy Training.
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A potluck dinner provided by Mid-Atlantic Corporate FCU and the credit
unions preceded the event. Special thanks to Mid-Atlantic’s Corporate
Account Manager Deb Cohn, The Triumph Baptist FCU’s CEO
Sharon Saulters, Service Center for Credit Unions President
Joni Brown and NCUA Economic Development Specialist, Dominic
Carullo, for coordinating the successful evening of camaraderie and learning.
Compliance Assistance
 No long just “technical” changes to
regulations fixed with a new form.
 Changes required changes in how you do
your business.
Where Do You Get Your Compliance Help?
Compliance Resources
 PCUA – CUNA
 InfoSight – Policy Pro
 CUBE TV – compliance videos
QUESTIONS?
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