The League of Credit Unions and Affiliates

Leadership College Session 2
2027-04-29 | FL

AL Advocacy Summit
2027-04-19 - 2027-04-21

Leadership College Session 1
2027-04-14

Executive Institute
2027-04-07 12:00 - 14:00 UTC
REGISTER TODAY!
Pillars of the Curriculum
The Executive Institute is anchored in four leadership pillars that shape modern executive effectiveness:

Competence – Strategic thinking, organizational design, and enterprise-level decision-making
Communication – Executive presence, influence, negotiation, and storytelling
Change – Adaptive leadership, transformation skills, and leading through uncertainty
Cooperation – Culture, collaboration, advocacy, and system-wide impact

These pillars guide the learning journey and reinforce the mindset and capability expected of senior leaders.

Wednesday, April 7, 2027 – Virtual Executive Institute Kickoff-12:00 PM-2:00 PM EST
Wednesday, April 14, 2027 – Virtual Executive Institute Session 1 – 1:00 PM-5:00 PM EST
Thursday, April 29, 2027 – Virtual Executive Institute Session 2 – 1:00 PM-5:00 PM EST
Wednesday, May 5, 2027 – Virtual Executive Institute Session 3 – 1:00 PM-5:00 PM EST
Wednesday, May 26, 2027 – Virtual Executive Institute Session 4 – 1:00 PM-5:00 PM EST
Monday, June 7, 2027 – (In-person) Executive Institute Session 5 – 8:30 AM-3:00 PM EST

8:30 AM Breakfast
9:00 AM Session Starts
12:00 PM Lunch
3:00 PM Session Ends
In-Person Location:
Signia by Hilton Orlando Bonnet Creek
14100 Bonnet Creek Resort Lane
Orlando, FL 32821

Speaker
Dr. Brandi Stankovic
Dr. Brandi Stankovic is an organizational change expert, motivational speaker, artist and mommy who inspires firms globally with her models of leadership, engagement, and award-winning education. Dr. Stankovic is a trusted advisor and strategic planning facilitator who guides CEOs and Boards on risk appetite, organizational health, profitability and growth. She is driving nationwide consulting services and speaking to audiences from across the globe. Dr. Stankovic is the coauthor of The Strategic MVP, a book of 52 growth and leadership tools and the host of the energizing podcast, The Strategic Hotbox, designed to help executives reach their greatest potential. Brandi’s work on intellectual capital is published in textbooks and utilized by business schools globally.
Certification
Upon successful completion of the program, project, and capstone presentation, participants earn the Organizational Design and Change Management (ODCM) certification. This designation signals readiness for senior leadership and reflects mastery of the skills required to lead transformation and drive long-term organizational health.
Executive Institute: Organizational Design and Change Management (ODCM)
A development experience for senior leaders shaping the future of the credit union movement.
The Executive Institute is designed for high-potential and senior leaders who are ready to take on the complexity of organizational leadership. As credit unions evolve, executives must do more than manage teams. They must design strong systems, lead meaningful transformation, communicate with clarity, and build cultures that inspire trust and performance. The Institute provides the tools, frameworks, and executive confidence required to lead at this level.

2027 Leadership College
2027-04-07 09:00 - 11:00
Kickoff Date: April 7, 2027 (9-11 am ET)
Session Dates: April 14, April 29, May 5, May 27, June 7 (all 1-5 pm ET)
Virtual
Speaker: Michael Neill
REGISTER TODAY!
Leadership College: Credit Union Leadership Coach (CULC)
A development experience for emerging and mid-level leaders in the credit union system.
The Leadership College is a practical, high-impact program designed to build the confidence, capability, and presence of future credit union leaders. Participants learn how to coach employees, communicate with clarity, build trust, set goals, manage time, and lead teams with a steady and authentic hand. The program blends classroom learning, real workplace application, and collaborative problem-solving to create sustainable leadership growth.
Leadership College Certification (CULC)
Upon successful completion of the program, group project, and required coursework, participants earn the Credit Union Leadership Coach (CULC) designation. This recognition signals that the participant has demonstrated the mindset, skill, and commitment required to lead effectively within the credit union movement.

Leadership College Program Kickoff
2027-04-07

CEO C-Suite Summit
2027-04-06 - 2027-04-09

Virtual Branch Manager Training
2027-03-30 - 2027-03-31
Date: March 30 – 31, 2027
Time: 9:00 a.m. – 1 p.m. EST
Price: $430.00

Agenda
Day 1

Defining Excellence: Understand what it truly means to lead an exceptional branch.
Building Your Branch’s Reputation: Learn how your leadership shapes the public perception of your branch.
Fostering Professional Maturity: Gain skills to train and guide your team towards a culture of professionalism.
Setting Clear Standards: Discover effective ways to establish behavioral and performance expectations.
Building Teamwork: Foster a collaborative and supportive workplace environment.

Day 2

One-on-One Coaching: Learn how to conduct impactful individual coaching sessions.
Navigating Difficult Conversations: Develop the confidence to address challenging performance or behavior issues.
Empowering and Motivating Your Team: Explore strategies to inspire and uplift your staff.
Resolving Branch Pain Points: Identify and address key challenges impacting your branch’s success.
Measuring Success: Identify key metrics to track your branch’s performance.
Equipping You with Resources: Leave with a toolkit of resources to support your branch management journey.

Speaker
Vicki Kraai
Vicki Kraai is CEO of InterAction Training. A company passionate about professional development training and education. Vicki’s 25+ years of financial services experience started at the family bank in rural Nebraska, serving as a teller and eventually becoming CEO. Her many years of banking include credit card lending experience where she was a member of the management team that launched the Cabela’s credit card program. She has a passion for developing people for success in the financial services industry. Attendee’s value Vicki’s highly engaging “been there, done that” approach to all facets of her training and speaking engagements. Interaction-training.com

FL Advocacy Summit
2027-03-22 - 2027-03-24

GAC
2027-02-28 - 2027-03-03

GA Advocacy Summit
2027-02-01 - 2027-02-03

VA Advocacy Summit
2027-01-25 - 2027-01-27

Virginia Credit Unions – perform quarterly child support data match
2026-12-31

Georgia Credit Unions – perform quarterly child support data match
2026-12-31

Florida Credit Unions – perform quarterly child support data match
2026-12-31

Alabama Credit Unions – perform quarterly child support data match
2026-12-31

Annual ACH audit due
2026-12-31

End of Year Wrap Up - 2027 Is Already Here: AI, Automation & the Future of Decisioning
2026-12-10

Simplification of Share Insurance Rules
2026-12-01

Florida Credit Unions – Qualified Public Depository Credit Unions Submit QPD annual Report to the Bureau of Collateral Management
2026-11-30

HMDA LAR Submissions
2026-11-30

Virtual Credit Union CEO Calls
2026-11-19
Join Our Virtual CEO Calls!
Stay informed and connected with the latest updates shaping the credit union industry. These interactive sessions feature:

Key insights and strategic priorities directly from our President, Samantha A.M. Beeler.
The latest on legislative and regulatory developments, plus highlights on bills and legislation.
The latest League resources, designed to support your success.
Connection with peers in an online environment built for collaboration.
What’s ahead for League events and how you can engage.

Don’t miss this opportunity to stay ahead, share ideas, and strengthen your credit union community—all from the convenience of your screen!

Growing Commercial Lending & Business Services 2027
2026-11-11

Virtual IRA Training
2026-11-04 09:00 - 2026-11-05 16:30
Time: 9:00 a.m. – 4:30 p.m. ET
Date: November 4 – 5, 2026
Pricing
Both Days – $549
Day 1 – IRA Essentials $299
Day 2 – Advanced IRA $299
REGISTER TODAY!
Agenda
Topics Covered Day 1:
IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job related situations. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence. This is a beginner’s session; no previous IRA knowledge is assumed. Attendees should have a handheld calculator nearby.
IRA Essentials

Introduction and Establishing IRAS-90 Minutes
IRA Funding-90 Minutes
IRA Distributions-90 Minutes
IRA Portability-90 Minutes

Topics Covered Day 2:
Advanced IRAs builds on the attendees’ basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. This is an advanced session; previous knowledge is assumed. The instructor uses real world exercises to help participants apply information to job-related situations.
IRA Advanced

IRA Update-30 Minutes
Amending IRA Documents-30 Minutes
Required Minimum Distributions-60 Minutes
Beneficiary Options-150 Minutes
Advanced Portability-45 Minutes
Finding Answers to Commonly Asked IRA Questions-45 Minutes

Sponsors

Georgia Credit Unions – Form G-7 Used for Reporting State Withholding Taxes Due
2026-11-02

Virginia Credit Unions – VA unclaimed property due to the VA Dept of Treasury
2026-11-01

Georgia Credit Unions – GA unclaimed property due to the GA Dept of Revenue
2026-11-01

Alabama Credit Unions – AL unclaimed property due to the Alabama Office of State Treasurer’s Unclaimed Property Division
2026-11-01

The Safe Act Annual Renewal Period for Mortgage Originators Registered in the NMLS database ends on December 31.
2026-11-01

Georgia Credit Unions – Form DOL-4N Quarterly Tax and Wage Report Due
2026-10-31
