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Small Credit Union Resources

Small credit unions are faced with a variety of challenges in today’s competitive marketplace. The Small Credit Union program 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 Southeastern Credit Union Foundation (SECUF) and is available to all affiliated credit unions with $150 million in assets or less. SECUF has created an account in your credit union’s name in the amount of $1,000 to use toward the purchase of any League, LEVERAGE, 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 SECUF. Member Engagement staff 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.
Small CU Toolkit

Small Credit Union Virtual Solutions and Support Toolkit

Our Small Credit Union Toolkit is available to empower your credit union and enhance your member experience.

Resources Include:

  • Bank Secrecy Act/Anti-Money Laundering
  • Cybersecurity
  • Fair Lending
  • Robbery Awareness
  • Recognizing and Preventing Elder Financial Abuse
  • Board of Directors Responsibilities
  • Fundamentals of the Supervisory Committee
  • Credit Union Financials 101: What Directors Should Know
  • Solving the Mystery of Successful Cross Selling and Member Service
  • Understanding and Managing Interest Rate Risk

Access a wide array of resources tailored specifically for small credit unions, ranging from operational guides to strategic planning templates.

  • 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.

Custom Performance Report

Each affiliated credit union will receive a custom performance report on a quarterly basis. The 35+ page financial analysis will help credit unions assess their performance through peer comparisons in their state, region, and nation. The report also includes a five-year financial comparison for the credit union. Key performance areas are highlighted with graphs and questions to consider.

The key performance areas are:

  • Growth trends
  • Earnings
  • Loans
  • Shares
  • Operating expenses
  • Fees and other income
  • Net worth
  • Liquidity trends
  • Productivity measures
  • Investment performance
  • Net interest margin
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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!

Small Credit Union Roundtable

The Small Credit Union Roundtable series is designed to bring communities together to discuss resources and network with members of the community. This three-part series occurs with two virtual events and one in-person event at our annual convention, ENGAGE, formerly known as the Southeast Credit Union Conference & Expo (SCUCE).

Small Credit Union Roundtable
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InfoSight Logo
CU PolicyPro logo
RecoveryPro logo

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 [email protected] 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 [email protected].

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 [email protected].

Click here to download the Budget Analysis spreadsheet.

Click here to download the Branch Setup Checklist spreadsheet.

Growth and Impact Grant Programs

The Southeastern Credit Union Foundation (SECUF), 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.

Southeastern Credit Union Foundation logo white
people coming together
human resources graphic

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

LEVERAGE Products Serving Small CUs

Discounted Small CU Product Packages

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

Additional Resources