WEEKLY UPDATE FROM MONTANA'S CREDIT UNIONS | March 20, 2026

Happy Friday! Have you busted your bracket yet? Even with the best “playbook” — or none at all — the NCAA says the odds of picking a perfect bracket are 1 in 9.2 Quintillion. So, they're saying there's a chance.


Instead of stressing over what you can’t control, focus on what you can: coaching your own team and recruiting strong new partners. You’ll find resources to help throughout this newsletter—so don’t pass up the opportunities.

NEWS YOU CAN USE

2026 ServeMontana Awards

Nominate a Local Changemaker: Know a volunteer — or a community‑minded business (like a credit union, hint, hint) — making a real difference? Nominate them for a ServeMontana Award. ServeMontana Awards honor Montanans who lead through service, whether as individuals, teams, or businesses that support volunteerism and strengthen communities. Anyone can nominate, and it’s a meaningful way to recognize those who go above and beyond. Submit a nomination by March 31.

FOR YOUR DUES

This Week's Blogs


Personal Finance Blog: Megan Moroney says the color of the season is pink, so you know what that means: it's time to purge your closet of winter black to make way for pastels. The same is true for your emergency fund. It might need a little freshening up, too, and this week's personal finance blog provides a how-to that includes how credit unions can help.


A Direct Line: If you spend any time on social media or following the news, you’ve likely seen just how pervasive fraud has become — and you may have experienced it firsthand. Credit unions are on the front lines of this fight as trusted financial service providers. This week’s blog explores what’s at stake and features a podcast conversation with a Montana credit union professional taking on the issue.

Save the Dates for Future Important Events


We've compiled a list of events happening next week so you don't have to. All events are mountain time unless noted otherwise, and MCU events are in blue.

Monday, March 23

Exceptional Customer Services Part II

A Steve Beck Seminar in Great Falls

8:30 a.m. - Noon

Tuesday, March 24

ACH Policy and Procedures

A UMACHA virtual workshop

8:00 a.m. - 2:00 p.m.


State of the Credit Union Movement: A Global Update

A World Council of Credit Unions webinar

9:00 a.m.

AI in Collections: Why it Matters in 2026

A CUNA Strategic Services & Eltropy webinar

11:00 a.m.


The State of the CU Industry: Leading with Digital, AI, and Advisory Excellence

A CUNA Strategic Services & Wipfli webinar

Noon

Building Your Governance Toolkit: A Practical Intro for Co-op Boards

MCDC monthly office hours

Noon - 1:00 p.m.

Wednesday, March 25

League Orientation

An MCU Zoom meeting

9:00 - 10:00 a.m.


Competing on More Than Rate: What 550 Million Home Equity Touchpoints Reveal

A CUInsight webinar presented by Coviance

11:00 a.m.

Penetration Testing: The Reality of Cybersecurity in 2026

An Optiri (A Trellance Company) webinar

Noon


Reaching the Underserved: Data-Driven Growth with Measurable Community Impact

A CUCollaborate webinar

Noon - 1:00 p.m.

Weekly CDFI Office Hours

An Inclusiv Zoom meeting

1:00 - 2:00 p.m.

Thursday, March 26

Can an Influencer Strategy Help You Reach Gen Z?

A Filene Member Exclusive webinar

10:00 a.m.

Setting Risk Limits Using Your ALM Reports

A NASCUS webinar

1:00 - 2:00 p.m.

Looking (A Bit Farther) Ahead

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



Take the Lead Continues to Grow: Take the Lead wrapped up another successful year of critical leadership training in Helena this week. Learn more about this popular leadership program for all ages and professional levels on our website.


Pictured above: Back: Beta Wilhelm (Rocky Mountain CU), Mark Willmarth (instructor), Nicole Brown (Billings FCU), Amber Vogle (Fergus FCU), Adam Heimbuck (Rocky Mountain CU) Kassy Harding (Valley CU), Ashleigh Sisneros (Rocky Mountain CU), Beth Watson (Intrepid CU), Jennifer Cervantes (Ravalli County FCU), Bill Nagle (instructor); Front: Hailey Larsen (Valley CU), Lee Foston (Clearwater CU), Cricket Colter (Valley CU)

FROM OUR PARTNERS

Unlock the Blueprint for Data Excellence — Deep Dive Data Governance: Ready to take control of your credit union’s data? Join Anne Legg from 10:00 a.m. - 1:00 p.m. on April 1 for a virtual workshop that equips you with the tools to launch or strengthen your data governance program. Spaces are limited for this 3-hour intensive session. Register now to secure your spot! Contact Anne Legg for more details.

Credit Union Sales Training: In partnership with SalesCU, we’re offering virtual sales training and coaching designed to help your team better understand and serve your members’ needs. The Credit Union Sales Intensive builds the mindset, processes, and skills frontline staff and leaders need to create stronger member relationships and drive results. Choose the two-day Frontline Workshop or the three-day Leadership Workshop. The next session runs April 14–16, and registration closes March 30. Learn more and register today.

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

Rimrock CU donation to Billings PD

Rimrock Credit Union was caught making the #CUDifference by the Billings Police Department. Thanks to Rimrock CU’s generous donation, the Billings Police Department SRO Camp Blue can expand to offer two sessions this summer, welcoming students at schools supported by SROs from Yellowstone and Stillwater counties. Rimrock CU’s support ensures the camp remains completely free for participating families, opening the door for more students to take part in this impactful program. This is the second year that Rimrock CU has supported Camp Blue. If "Care for Community" and "People over Profit" are wrong, we don't want to be right. (Photo from the Billings Police Department)

PARTING SHOT

Spring Break at the Skinner House

Spring Breaks and Storytelling


By Michelle Skinner, Communications Director (not Gerry)


Gerry is on spring break this week, so I get to do whatever I want. Just don’t tell him I said that.


Let’s talk about spring breaks. As the name implies, it’s a seasonal pause, a breather, a chance to try something new, and a disruption of the normal routines, the patterns we don't notice we're falling into. On spring break, the only reason you turn on a screen is to shop at Banana Republic, find out where your pizza is, or check on your bracket. It’s a rejuvenation of your mind, body, and soul. We're all glad Gerry is leading by example to show the power that comes from a seasonal reset.


I’d also like to point out it’s also the perfect opportunity for storytelling, and isn’t that just the “word du jour”? Upon your return from any break, whether it’s a weekend, PTO, spring break, or a girls’ trip to London, questions immediately follow. “How was it?” What did you do?” “Is that tequila on your breath?” Okay, maybe not the last question. When you answer — and ask — these questions, you’re driving human connection through your storytelling, whether you think you’re good at it or not.


Storytelling is how we make sense of our world and the people who fill it. It's been that way literally since the beginning of time, when oral storytelling was the only way to preserve history. But I digress. The good news for introverts like me is that it doesn't take a grand adventure or boisterous hand gestures to make a good story. Often, the most impactful stories come from ordinary experiences and interactions. They come from the “ah ha!” moment you gave a younger member or the heartfelt “thank you” an older member gave you when you double-checked their withdrawal to prevent fraud. Sharing those everyday experiences with others is storytelling at its core.


For you, they’re ordinary. For others, and especially collectively, they’re magical. They also require neither a beach hut nor a cabana boy.


Whether you’re taking a spring break or just committing to enjoying longer, sunnier days at home, I encourage you to notice the everyday stories happening at your credit union just waiting to be told — and then tell them. You never know what connections you’ll build and whose life you might impact.


Enjoy your weekend, and your stories; tequila is optional. In fact, it's discouraged.


Cooperatively,

Michelle

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


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