WEEKLY UPDATE FROM MONTANA'S CREDIT UNIONS | March 27, 2026

Phew! We have a hefty newsletter for you today packed full of upcoming events, industry news, and — you guessed it — storytelling. We'll let you dive in. Happy Friday!

NEWS YOU CAN USE

America’s Credit Unions 2026 Learning Opportunities: With conferences, certification schools, and roundtables held nationwide (and virtually), your team will gain practical insights and strategies they can apply right away. Connect with peers from across the country, share ideas, and bring back fresh perspectives to strengthen your credit union by attending an event from America's Credit Unions. Explore the full lineup.

Credit Unions Vote

Credit Unions Vote: With the 2026 election season quickly approaching, now is a great time to empower your members to make their voices heard. We encourage Montana credit unions to check out the Credit Unions Vote website and the MAP Credit Unions Vote Toolkit, which includes ready-to-use resources like member emails, social media content, a planning checklist, and FAQs. Start today by accessing the toolkit and integrating Credit Unions Vote into your member communications.

Looking for Grant Funding? The Montana Council of Co-ops is offering a practical, entry-level in-person workshop on April 21 in Great Falls for Montana cooperatives, non-profits, community leaders, and beginning grant writers. The training is led by two experienced and successful grant-writing experts who have been writing grants and securing funding for decades. As a bonus, attendees can take part in an optional Drafting Lab and Shared Workspace day on April 22.

New Podcast Episode: New data confirms what we already know — credit unions are Americans’ most trusted financial partner. [mic drop] In the latest episode of A CU Seat at the Table, industry experts break down consumer survey results and share how credit unions can leverage this data to advance policy priorities and strengthen their advocacy impact. Click here to listen.

FOR YOUR DUES

Today is the Day: Today is the perfect day to register for Power Up, but don’t just take our word for it!


Vocal CU President/CEO Eddie Black has several reasons why you should attend the Power Up Conference & Expo in Helena on May 19-20.

Don’t Miss Out — Register by March 31! Designed exclusively for credit unions under $150M in assets, the EDGE Workshop delivers practical tools, peer collaboration, and real-world insights to help you tackle everyday challenges and plan for what’s next. Check out the agenda to learn more!

Save the Dates for Future Important Events


We've compiled a list of events happening next week so you don't have to. Montana's Credit Unions events are in blue. All events are mountain time unless noted otherwise.

Tuesday, March 31

Capital Connections Office Hours

An Inclusiv Zoom meeting

11:00 a.m. - Noon

FIDAP Office Hours

An Inclusiv Zoom meeting

1:00 - 2:00 p.m

Wednesday, April 1

Credit Union Youth Month begins!

Weekly CDFI Office Hours

An Inclusiv Zoom meeting

1:00 - 2:00 p.m.

Thursday, April 2

From Promotions to Primacy: Building an Always-On Checking Growth Strategy

A CUNA Strategic Services and

ADVANTAGE webinar

1:00 p.m.

Vendor Risk in the Real World

A NASCUS webinar

1:00 - 2:00 p.m.

Thursday, April 2

Intro to Financial Empowerment

An Inclusiv self-paced training

Available now

Looking (A Bit Farther) Ahead

Save the dates (MCU events are in blue)...



This Week's Blogs

A Direct Line: If there is a trendier topic for credit unions than storytelling, it's fraud. This week's blog addresses fraud mitigation as a collective effort, sort of a "caring is sharing" mindset. It includes information on our fraud community, future discussion points for our Be Aware conference, and how your board can help fight fraud.

Personal Finance Blog: Being called "dusty" by a teenager? No big deal. But if someone calls your budget "dusty"? It's okay to be offended. Luckily, removing the dust from your outdated budget is easier than updating your outdated closet. Start with this week's personal finance blog, and then tackle your closet.

FROM OUR PARTNERS

The Evolving Role of Penetration Testing in Modern Cybersecurity: As digital transformation sweeps the financial services industry, credit unions are unlocking new efficiencies and enhancing member experiences. But they're also facing increasingly sophisticated and frequent cyber threats. In this article, Deric Garcia explores how penetration testing can help credit unions stay ahead of risks and strengthen their security posture.


Learn more about Optiri (A Trellance Company) and all its cybersecurity solutions for credit unions.

Webinars for Everyone on your Team: Learn from the comfort of your own office from these webinar partners. Click on each to view a list of upcoming webinars.

OnCourse Learning logo

THE CREDIT UNION DIFFERENCE

Reality fairs are cool on their own, but when they're hosted cooperatively? That's magical.


Last week, Rocky Mountain CU was joined by Billings FCU, Sky FCU, Valley CU, and two members of the MCU staff for a fun day of educating FCCLA students on financial well-being.


This week, Valley CU hosted a reality fair in Belgrade. Clearwater CU, Intrepid CU, Horizon CU, Rocky Mountain CU, Sky FCU pitched in to make the #CUDifference for high school students.

PARTING SHOT

Spring Breaks and Storytelling (The Official Version)

 

Thanks, Michelle, for jumping in with the Parting Shot last week while I was out on Spring Break with my family. We enjoyed Southwest Montana and the beautiful weather for hiking, biking, camping, as well as cooking and reading! It was a perfect week!

 

Michelle talked about storytelling in her Parting Shot last week, and I want to build on that from my Spring Break adventures — because storytelling about credit unions never stops! In fact, I had several opportunities last week to talk about YOU and the work you do in your communities around the state. I had coffee with a friend of mine, who is an entrepreneur in construction. He directly asked me what a credit union was and how it was different from a bank. Another friend is looking for his first mortgage, and we talked about several credit union options in our area. A friend from church, who recently lost her husband, asked me about options for helping her talk through her next steps — again, credit unions came to the forefront of that conversation!

 

My youngest son, Kole, asked me to help him do his taxes for the first time, and we talked about what to do with his refund. He’s putting it in his credit union account! Then, while camping south of Big Timber, a couple of MSU students (Go Cats!) asked me about financial advice for loans and savings. We had a robust discussion along the Boulder River about credit unions!

 

This week is no exception to storytelling! Karen and I had the opportunity to meet with Governor Gianforte to talk about Montana’s Credit Unions and our priorities for this year and next as we head into the 2027 legislative session. We were able to highlight the #CUDifference with him and tell stories about you! I participated in a fundraiser on Monday for a state senator who has been a credit union champion. On Wednesday, we are holding our League Orientation to showcase credit unions and our work across the state. Later this morning, I am meeting with a fintech partner to talk about credit unions and their work in supporting Montanans.

 

Credit union conversations happen anywhere and anytime. Telling the credit union story is easy because we have a great story to tell: “Credit unions are the best option to improve the financial well-being of every Montanan. Let me show you how…” Take some time now to reflect on your “credit union elevator pitch” and look for opportunities next week to tell your story. Let me know how it goes! 

 

Have a wonderful weekend.


Cooperatively, Gerry 

This is an internal publication of Montana's Credit Unions intended for our affiliated credit unions and their official family.


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