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How to Capture Members’ Pre-qualify Business

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Addressing Financial Wellness Through Technology

SRM's Larry Pruss and Bankjoy's CEO Mike Duncan discuss economics, the current financial institution landscape, and how Bankjoy's mission to uplift communities by providing tech that enhances financial understanding and fitness addresses the challenges consumers are facing. Be sure to subscribe to SRM on YouTube for notifications when new Tech Talks are released! Learn More

Key Compliance Considerations as you Grow

WATCH - This education session with ViClarity aims to teach expanding credit unions how compliance risks and the regulatory climate can impact growth. With proper awareness and mitigating strategies, credit unions can build a solid foundation for future growth. Learn More

Strategic Loan Growth During the Pandemic and Beyond

WATCH - Robert Koehler and Tim Keith of Strategic Resource Management lead this insightful discussion on loan growth, providing actionable data such as industry normative data on portfolio shifts in 2020. Learn More

Leading Your Credit Union’s Growth Strategy

WATCH - Thank you to Sundeep Kapur for leading this week's discussion on growth strategy. If you weren't able to join us, check out the recording below for Sundeep's insights on measuring success through relevant metrics and chartering a path for 2021. Learn More