Enhance your expertise with CUInsight Mastery Courses
Take your skills to the next level with CUInsight Mastery Courses—a structured, four-week learning experience designed for credit union professionals. Gain valuable insights from industry leaders, dive deep into key topics, and apply new knowledge to drive success.
What to expect:
- Four engaging sessions: Each course includes in-depth discussions and expert-led instruction on essential industry topics.
- Three interactive content sessions: Join 45-minute sessions over three consecutive weeks, each covering a different aspect of the course theme.
- Personalized office hours: In week four, connect with your presenters for guidance and deeper discussions tailored to your needs.
- Exclusive follow-up support: Stay engaged! We offer a bonus office hours session 4–6 weeks later to ensure continued learning and application.
Course Details:
Throughout this course, you will be guided through the essential steps of strategic planning, effective implementation techniques, and successful change management. By the end of this session, you'll have the tools and insights needed to create a clear path forward, turn plans into action, and lead your team through transitions with confidence.
Week 1—Strategic Planning: Creating a clear path forward
Catie McDonald
June 5, 2025 | 1:00 pm EDT
In this session, you'll discover the essential steps to create an actionable strategic plan. By the end, you'll have the knowledge and tools to set a clear direction, align your team's efforts, and achieve your organizational goals.
Week 2—Turning Plans into Action: Effective Implementation Techniques
Andrew Ravenscroft
June 12, 2025 | 1:00 pm EDT
During this session, you will be equipped with practical methods to transform your strategic plans into actionable steps. By the end of this session, you'll have the skills and tools to effectively implement your strategies, ensuring successful execution and achieving your organizational goals.
Week 3—Leading and Managing Change: Strategies for Successful Transitions
Rachel Breitbach
June 17, 2025 | 1:00 pm EDT
In this session, you'll learn effective strategies to navigate and manage organizational change. By the end, you'll have the tools and insights needed to lead yourself and your team through transitions smoothly and successfully.
Week 4—Open Office Hours: Drop in for questions/further conversation
Farwell Team
June 26, 2025 | 1:00 pm EDT
Connect with company representatives for in-depth, personalized learning.
Learn more about Farwell!
