WEEKLY UPDATE FROM MONTANA'S CREDIT UNIONS | August 1, 2025

Happy Friday! We'd like to officially welcome you to August. It's a month filled with special occasions like National Chocolate Chip Cookie Day (August 4), Sam Elliott's birthday (August 9), National Tell a Joke Day (August 16), and all things back-to-school. If you are looking for a little education yourself, we have a few suggestions:


  • Join one of our communities! They're free and allow you to network with peers across the state.


  • Attend an event! Whether virtual or in-person, our events pull together top-notch speakers and industry partners.



Looking for something else or unsure what you're looking for? Let one of us know!

NEWS YOU CAN USE

July 2025 retirement parties

Celebrating Retirements: We recently had the joy of celebrating two remarkable retirements in the Montana credit union community! Kelly O’Sullivan (Deputy Commissioner and Chief Legal Counsel)was honored for her years of service at the Montana Department of Financial Institutions, and Annamarie DeYoung was celebrated by colleagues and friends from Sky FCU and beyond — including several current and retired Montana credit union CEOs. Congratulations to both on their legacies of dedication and impact!

FOR YOUR DUES

Tristate Mentorship Match – Deadline Approaching! There are only two weeks left until the August 15 deadline! Don’t miss this opportunity to join the popular Tristate Mentorship Match program as a mentor or mentee. Montana is home to many experienced industry mentors — and becoming a mentor is free! Participants consistently share positive feedback about their experiences.


Visit Tristate Mentorship Match to learn more about the 2025–26 program and to apply. Have questions? Contact Ranel.

This Week's Blogs

A Direct Line: America's Credit Unions has numerous resources for credit union board members. This week's blog lists some of the offerings with links to each. It's a blog you'll want to bookmark and reference later!

Personal Finance Blog: Saving for big expenses like a wedding or a baby doesn't have to detrail your finances. This week's personal finance blog shows how a little planning can make your big events less financially stressful.

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. (MCU events are in blue.)

Tuesday, August 5

Wednesday, August 6

Tristate Leadership Conference (Day 1 of 2)

A Tristate Collaborative event

9:30 a.m. - 6:30 p.m. CDT

Tristate Leadership Conference

(Day 2 of 2)

A Tristate Collaborative event

8:00 a.m. - Noon CDT


AI and Executive Leadership: How CU Execs Should Approach AI Strategy

A Filene webinar

10 a.m.


Weekly CDFI Office Hours

An Inclusiv Zoom meeting

1:00 - 2:00 p.m.

Thursday, August 7

Friday, August 8

Discovery2025 Conference

A TruStage Virtual event

8:00 a.m. - 3:20 p.m.


Card-Based Payments Insights

(1 of 4): The State of Payments & Money Movement in 2025

A CUInsight Webinar series presented by SRM

11:00 - 11:45 a.m.


Oil & Gas Update

The Federal Reserve Ask the Fed webinar

Noon - 1:15 p.m.

Crypto Edition

A UMACHA Fraud Fridays webinar

9:00 - 10:00 a.m.

Looking (A Bit Farther) Ahead

Save the dates...



Mental and Physical Well-Being Webinar: Burnout is more than just a buzzword; it’s a serious issue that affects employees at every level. Join Bethany Williamson of Associated Employers at 10:00 a.m. on Thursday, August 28, for a one-hour insightful session on recognizing burnout, understanding its causes, and creating a more supportive, mentally healthy workplace. All credit union staff are encouraged to join. Don't miss this important conversation!

FROM OUR PARTNERS

PRIME logo

Should You Hire a Marketing Agency or Keep Your Marketing in House? These five questions will help you decide which is right for your credit union. If you answer yes to one or more of these questions, it might be time to start looking for the right marketing partner. Check out our website to learn more about our Strategic Alliance partner PRIME and how they can work for your credit union.

Second Chance for Virtual IRA Training — Register Now!

It's your chance to attend the second expert-led virtual IRA training in 2025! Register yourself or your staff to secure a spot with Ascensus’s highly skilled trainers for IRA Essentials on October 22 and IRA Advanced on October 23 — all from the convenience of your desk. This timely training is brought to Montana’s credit unions in partnership with the Tennessee Credit Union League.

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

Intrepid CU

Earlier this week, the Intrepid CU team presented a donation to Lori Ladas, Executive Director of the Rocky Mountain Development Council, in support of their impactful programs like Meals on Wheels and Head Start. They also offer community support through home-buying education, energy assistance, and senior services. What a great instance of the #CUDifference in Helena!


PARTING SHOT

Gerry in Yellowstone

The Power of Peer Connection


I love connecting with my peers. Last week, I had a chance to connect with six of my peers from around the country as they traveled to Montana to see our wonderful state and national parks. Scott Butterfield (founder, Your Credit Union Partner) and I went flyfishing on the Beaverhead River. We’ve tried for years to align our busy credit union calendars to spend a day on the river, and it finally happened. There’s something magical about spending a day with a good friend floating on a river. While we did talk about the scenery, our families, and trips we’ve taken, we mostly talked about the credit union movement! We are both credit union “geeks,” and love talking about our movement and ways to continue to support you. Our guide listened to us talk about credit unions all day and asked lots of questions. My guess is he’ll be joining a credit union soon!

 

Then, five league presidents flew into Bozeman, and we spent a few days in Yellowstone and Grand Teton National Parks. Most of them hadn’t been here before, so they were impressed by these wonderful parks. Just like with Scott, we talked about our families, the scenery and animals we saw, and credit unions! Our movement has a lot going on right now, and leagues are in the middle of advocacy battles as well as exploring ways to provide value to our credit unions. We talked a lot about collaboration opportunities and sharing best practices. We talked about leadership and the future of our movement, as well as the challenges we will face shortly. Randomly, we ran into Scott in Yellowstone on Thursday (see picture) and had fun catching up!

 

I love these times of connection with peers where there’s no agenda, and the busyness of our day slows down to have space to share openly and freely. Often, the big ideas or even the simple solutions to big problems come from these moments. Relationships deepen and partnerships form in these connections. Planning time with peers is challenging with everyone’s busy schedules. However, committing to time with peers is well worth the effort, and the connections are priceless!

 

Last week was also a special time of celebration as Sky FCU honored Annamarie DeYoung's retirement. This was another time of peer connection as many of Anna’s peer CEOs (current and retired) came to celebrate. We have a wonderful group of peers within our Montana credit union community.

 

Have you connected with your peers recently? Gallup research shows that people who have peer connections are seven times more engaged in their work than those who do not have these connections. The Journal of Applied Psychology indicates that organizations with robust peer support systems witness a 15% increase in employee engagement levels compared to those lacking such relationships. We also know that peer connections across our industry foster a sense of belonging and support and provide opportunities for learning and development.

 

Connecting with peers must be intentional; it rarely happens on its own. Taking the time to connect with peers is both refreshing and energizing. Reach out to one of your peers and set up some time to connect soon. 

 

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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