WEEKLY UPDATE FROM MONTANA'S CREDIT UNIONS | February 14, 2025 💖

We love our CUs

Happy Friday and Happy Valentine's Day! We love our credit unions. Thank you so much for all you do for your staff, your members, and your communities.


Like most of you, our office will be closed on Monday for President's Day. Enjoy and stay warm.

NEWS YOU CAN USE

Digital Growth Award Nominations: WOCCU has opened nominations for its 2025 Digital Growth Award. This award is presented annually to recognize one or more credit union associations or individual credit unions for "implementing digital solutions that promote financial inclusion, innovation, and scalability." The best news is that it will be presented in Stockholm, Sweden, at the 2025 World Credit Union Conference.

FOR YOUR DUES

Leadership Training in Billings: You're not too late to sign up yourself or your staff for the Personify Leadership® training happening in Billings, April 2-3. This award-winning program is a fun, experiential, two-day program focusing on the eight core body-focused competencies of a leader. Don't miss this opportunity to level up your leadership potential in the credit union industry: sign up before March 19!

Kelsey at DE training

The Newest Montana CUDE: Here's what our newest CUDE, Kelsey, had to say about her experience last week.


"Last week, I had the incredible opportunity to spend time in Tampa, FL, completing my Credit Union Development Educator designation! I’m grateful to the National Credit Union Foundation for their dedication and hard work behind the scenes —having experience as an event planner myself, I truly appreciate the effort that goes into making events like this impactful and seamless.


"This experience has been nothing short of transformative, and I’m excited to use everything I’ve learned to enhance the events and education we offer at Montana’s Credit Unions. This week has reminded me of the gaps in our communities—the same gaps that credit unions and associations were created to fill—and how important financial well-being is for all."


Congratulations, Kelsey! 

What We're Reading, Watching, and Listening To


If You're a History Buff: You'll want to catch "USS MONTANA warships — and Big Sky Country’s unique relationship with the US Navy." This documentary, produced by Great Falls native Craig Wirth, highlights Montana's unique naval history. It will air statewide on February 22 at 6:00 p.m. on Scripps MTN CBS stations.


Protect Your Members Against Romance Scams: Romance scams may be the worst of the scams — especially this time of year. Help keep your members' finances and emotions safe all year long with the tips offered in this article from America's Credit Unions. You'll find common strategies scammers use and several resources for your staff to help identify a scam and intervene when necessary.

This Week's Blogs


A Direct Line: In case you missed it, this week's blog comes to us from Ian Trebilcock, AIM Financial Analyst at Millennium Corporate CU. It offers insights into the 2025 NCUA priorities and offers strategies you can implement to be prepared for whatever the economy holds or the direction interest rates move.


Personal Finance Blog: Nothing could ruin this Valentine's Day — except maybe a fight with your partner about money. Stop it before it even starts with the three ways to talk about money without fighting in this week's Personal Finance blog.

FROM OUR PARTNERS

Credit Union Sales Training: Our partnership with SalesCU grants you access to virtual sales training and coaching that will help transform the way your staff serves your members’ needs. The Credit Union Sales Intensive is designed to provide the essential sales mindset, processes, and skills for all member-facing employees and leaders at your credit union. With five virtual dates to choose from, this proven sales development is available for everyone! Learn more and register for the two-day Frontline workshop or the three-day Leadership workshop. Registration for the next session (March 11-13) ends February 28.

Have Data, Now What? Sign up for the virtual Data Activation Series led by data analytics expert, Anne Legg, to learn how your credit union can use its data to better serve your members. This integrated, educational program offers a seven-class data education course that helps credit unions develop data confidence and capability. The next Data Activation Series kicks off on March 4, registration ends on February 28.


Also, sign up for the virtual Deep Dive Data Governance workshop on March 17 to learn the key elements needed to launch your data governance program. Email Anne Legg for more details.

Steve Beck

Upcoming Steve Beck Seminars


Delivering Exceptional Customer Service Training: Motivate your entire team by signing up for Steve Beck’s Exceptional Customer Service Part One on March 12 from 8:30 a.m. to 12:00 p.m. in Great Falls. Participants will gain knowledge to set the tone for every credit union member interaction and leave the seminar with tools and understanding to change their attitudes and mindset.

 

Motivational Leadership: A successful leader is someone who is respected and whose team would do anything for them because of the trust they have in that person. Send half of your leadership team to the first day (above) and the other half to the second day of this Motivational Leadership Seminar on April 2-3 from 8:30 a.m. to 4:30 p.m. in Billings. This seminar will help your executive staff inspire themselves and their team to excellence. Key topics will include employee recruitment and retention, how to improve teamwork with other departments, and how to decrease mistakes and increase productivity.

THE CREDIT UNION DIFFERENCE

Mile High FCU

This is the perfect #CUDifference story to show credit unions' LOVE 💖 for their communities. Remember learning last year about Mile High FCU's breast cancer awareness fundraiser? The credit union's Dolly Stillwagon recently shared the results with us, and it's an absolute must-read — especially on this day of love.


“Mile High FCU ran a fundraiser last October where we asked for donations from our members and in return, they got a pink breast cancer awareness pin to show their support. At the end of the month, we matched the funds raised by our members. We reached out to the St. James Cancer Center and asked what would be the most useful way for the money raised to be contributed. Of course, they mentioned things like hats, scarves, lotions, etc... But then, they told us that they’ve been wanting to get a bell purchased for the cancer fighters/survivors to ring when they receive good news — and the best news, finish their treatment. As soon as we heard this idea, we knew it was how we wanted to be involved, as it brought literal tears to all of our eyes. With the money raised/donated, Mile High was able to purchase a custom bell, lotions, and lots of hats. The remainder of the money was spent was donated to the St. James Cancer Center.


"On February 6, all of Mile High’s staff was invited to the unveiling of the bell. A local cancer survivor (Trey Owens) was there with his wife and rang the bell for the first time. Trey was diagnosed with cancer during the pandemic and spent all of his treatment sessions alone — as family was not allowed into the hospital. That made this even more special that his wife could be by his side as he celebrated his victory. It was a very simple project that we wanted to do and never expected it to turn into something this grand. It was a very special moment for us to be a part of, as one of our own coworkers’ mom is a cancer survivor and again fighter. We could not have done this without such support from all our Mile High’s amazing members. We're very grateful to be able to make a 'credit union difference' here in our own community."


Pictured here: Mile High FCU staff presenting the bell to St. James Cancer Center. (Click to enlarge)

PARTING SHOT

A couple of years ago, I had the privilege of hearing SchoolsFirst CEO Bill Cheney speak in Nairobi, Kenya, with a group of credit union leaders from across Africa. His topic was servant leadership, and his message really resonated with me. It is so relevant to the work we do at Montana’s Credit Unions. I named his message, “Bill’s Five Ps of Servant Leadership.”


Know Your Past. Bill talked about the importance of learning from and celebrating past experiences. The journey to where you are today has shaped the leader you are. How will you learn from the past and leverage it? How did you get into the credit union movement?


Live Your Passion. Bill challenged us to remember the “why” behind our work in the credit union movement. What drives us? What motivates us? What keeps us here today?


Shout Your Purpose. Ed Filene said, “Keep purpose constant.” Bill reminded us that we should be clear and intentional about our purpose and should make sure everyone around us knows, understands, and embraces our purpose.


Embrace Your People. Peter Drucker once said that “culture eats strategy for breakfast.” Bill encouraged this group of credit union leaders to embrace people, including our employees, our volunteers, our members, our communities, and our peers. By focusing on a people-first strategy, we build a foundation for successfully living our mission.


Leverage Your Partnerships. Principle Six of the Cooperative Principles is cooperation among cooperatives. Bill discussed the importance of partnerships in our credit union movement. He talked about collaboration in advocacy as well as best practice sharing. He stressed the strength and power of collaboration across the movement.


What I love about Bill’s message is that I see these five Ps in how you lead and serve in your credit unions. You embrace and embody each of these concepts in your interactions with staff, members, and one another. You lead by example. You set the bar high for what it means to be a leader in Montana. I am proud to serve alongside you on behalf of Montanans who count on us every day. 


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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