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Office of Small Credit Unions

Small credit unions are faced with a variety of challenges in today’s competitive marketplace. The Office of Small Credit Unions is designed to facilitate growth and provide solutions to the unique challenges faced by credit unions $150 million in assets and under.

The League strives to provide the best possible experience to credit unions, with an emphasis on supporting credit unions under $150 million in assets:

  • Consultant Program: Key team members are assigned to serve as a consultant for each credit union, serving as the first point of contact for any needs. Credit unions will receive at least two in-person visits from their consultant each year.
  • Annual Member Satisfaction Survey
  • League/America’s Credit Unions Collaboration
  • Micro-Communities Support, including the online Small Credit Union Community

For more information, please contact Susan Lee.

Small Credit Union Progress Fund

The funding for the Progress Fund is provided by the Credit Union Impact Foundation (CUIF) and is available to all affiliated credit unions with $150 million in assets or less. The Foundation has created an account in your credit union’s name in the amount of $1,500 to use toward the purchase of any League, LEVERAGE, Office of Small Credit Unions Select Partners or America’s Credit Unions product, event and/or service, including:

Please note that any invoices should be paid directly by the credit union and then reimbursed to the credit union through the Foundation. Office of Small Credit Unions will assist with reimbursements and keep track of expenditures from your account. Unused funds in your account cannot be rolled over or transferred to other credit unions.
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Small Credit Union Resources

Our team has put together a valuable on-demand resource library tailored specifically to meet the needs of small credit unions. We’re confident that you will find the information and resources provided to be informative and uplifting.

Resources Include:

To request free training, please email Susan Lee.

  • Understanding BSA for Board Members
  • Identity Theft Red Flags
  • Understanding Interest Rate Risk
  • Mastering BSA
  • Truth in Lending at a Glance
  • Fair Lending Act – What You Need to Know
  • Protecting yourself from Robbery
  • Cybersecurity: Protecting Your Credit Union from Digital Threats
  • Recognizing and Preventing Elder Financial Abuse
  • Board of Directors Responsibilities
  • Fundamentals of a Supervisory Committee
  • Credit Union Financials 101: What Directors Should Know

  • Cost-Effective Solutions: Our toolkit is designed with small credit unions in mind, offering a cost-effective way to access premium resources and training.
  • Comprehensive Support: Whether you're focused on compliance, growth, or member engagement, our toolkit provides comprehensive support for various aspects of credit union management.
  • Stay Ahead of Compliance Updates: Keep your credit union informed of compliance updates and regulatory changes with access to PolicyPro and InfoSight.
  • At Your Credit Union Partner (YCUP), we exist to help credit unions identify the best strategies to grow and prosper, focusing on organic growth, revenue, member outcomes, and community impact. We understand credit unions, and will help your team establish a clearly defined strategic direction. Facilitation is based on our teams’ diverse experience working with hundreds of successful credit unions across the country.
  • The CU De Novo Collective is a volunteer-driven initiative dedicated to revitalizing the credit union movement by assisting in the creation of new credit unions, particularly those serving underserved and minority communities. In addition, the foundation aims to offer resources, and financial support to overcome the challenges of starting and sustaining new credit unions, aiming to ensure a diverse and inclusive financial landscape.

  • Growth by Design Small Credit Union Web Package
  • Growth by Design Small Credit Union Retainer Program
  • Growth by Design Small Credit Union Leads Program

Small Credit Union Roundtable

The Office of Small Credit Unions is hosting a series of roundtables throughout the year to connect, support, and elevate small credit unions across our footprint. We’ll have the opportunity to come together both regionally through in-person sessions and virtually throughout the year. Additionally, we’ll gather once annually at The League’s convention, ENGAGE, for an in-person roundtable.

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Small CU Community

Small Credit Union Community

The Small Credit Union Community is designed to give small credit unions a place to come together as a community. This private, online platform gives credit union staff the chance to interact in real time, similar to other social media platforms. This platform enables users to network with peers and hear from subject matter experts. Users can access meeting materials, videos, and other resources to help your credit union succeed.

Participate Today!

Growth and Impact Grant Programs

The Credit Union Impact Foundation, the charitable arm of the The League, provides an opportunity for credit unions to apply for the Growth and Impact Grant Program. This program includes three distinct grant opportunities: the Credit Union Development Grant, the Community Impact Grant, and the Professional Development Grant.

The Community Impact Grant Program is designed to fund projects that positively impact the community, such as financial education programs, community development initiatives, and charitable giving efforts.

The Credit Union Development Grant Program aims to support the growth and sustainability of credit unions by providing financial assistance for projects that improve staff and volunteer development, technology adoption, operational efficiency, and innovation.

The Professional Development Grant Program offers professional development grants year-round to member credit union CEOs, employees, board members, and supervisory committee members to attend League, ACU and other industry events, including event registration and reasonable travel costs.

If you are interested in applying for a Professional Development Grant, click here to apply.

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Compliance & Risk Management Resources

Committed to helping credit unions contend with the multitude of issues that arise in an ever-changing regulatory environment, the Compliance & Risk Management team have put together resources to help your credit union with any compliance questions.

With your membership, you will have:

Access to compliance@the-league.coop with a 24-hour or less response time supporting credit unions with their compliance and regulatory questions.

Access to The League’s Compliance Website, which combines The League support, insights, education, and tools needed to meet your growing compliance requirements.

Access to InfoSight, an online compliance manual that includes federal and state-specific information that is accurate, concise, and detailed on a wide range of topics and issues, available 24/7. Click here to access InfoSight. Sign in with the same credentials used for The League.

Click here to see a short video introduction to InfoSight.

Access to PolicyPro, an online compliance policy system with over 200 model policies that have been researched, developed and written specifically for credit unions by regulatory experts and are reviewed twice annually.

95% of affiliated credit unions have already signed up for PolicyPro as a value of affiliation. To log in and begin using PolicyPro you must have a username and password assigned to you by your credit union’s PolicyPro Administrator(s). If you have forgotten your password, the fastest way to regain access is to use the “forgot password” function. If you still have problems, please send an email to compliance@the-league.coop.

For new members, click here to register and take full advantage of PolicyPro’s policy management system. Within the manual, you can customize model policies, upload existing policies, edit your policies, publish policies for your staff, Board, and examiners, and much more.

Access to RecoveryPro, a tool designed to help you conduct a business impact analysis to prioritize key processes and develop a comprehensive business continuity plan (BCP) for disaster recovery and incident management. To get started on your recovery journey, please contact compliance@the-league.coop.

Click here to download the Budget Analysis spreadsheet.

Click here to download the Branch Setup Checklist spreadsheet.

HR Hotline

As an affiliate of The League, you have access to a free hotline service for day-to-day human resource issues via the Woods Rogers Vandeventer Black law firm. You’ll be connected with Woods Rogers’ industry-leading employment attorneys.

Contact the hotline at (800) 552-4529 for answers to basic human resource management questions.

Primary areas of concern include:

  • Termination
  • Discipline
  • FMLA
  • FLSA
  • ADA Compliance
  • Attendance Control Issues
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