Date: October 21, 2026
Time: 9:00 AM ET
Where: League Office 

Cost: $49 per person (Lunch Included) 

Small credit unions face unique opportunities and challenges, and this hybrid meeting is designed to provide practical ideas you can put to work right away. Join TR Group for expert-led sessions on effective marketing strategies for small credit unions, leveraging your institution's strengths to drive growth, and building a productive relationship with your NCUA examiner.

While the program is tailored to credit unions with assets of $100 million or less, all credit unions are welcome to attend. Connect with peers, gain practical insights, and leave with ideas and strategies you can implement at your credit union.

Agenda

Welcome

Advocacy Update, Kyle Hagerty
9:00 a.m. ET

Small CU Marketing, Bobbie Garner
10:00 a.m. – 10:45 a.m. ET

Short on time, short on staff, and expected to do it all? This session is built for you.

In this fast-paced, no-fluff session, you’ll learn how to take your marketing from scattered to structured so you can actually get things done and see results.

You’ll walk away with:

• A clear way to plan one campaign without overthinking it
• A repeatable method to turn that campaign into email, social, and in-branch content
• Practical ways to use AI to speed up planning and content creation
• A 30-day marketing plan you can put into action immediately

This session is designed for real-world credit union teams. You’ll leave with a focused approach and tools you can start using right away.

The Puzzle-Solving Approach that Enables Small Credit Unions to Thrive, Opal Tomashevska, TruStage
10:45 a.m. – 11:30 a.m. ET

Small credit unions are often seen as disadvantaged by a lack of scale. But in fact, many are flourishing. These small credit unions defy stereotypes, leveraging their unique strengths as flexible, committed, member-focused institutions keyed into the needs of their particular markets and communities. Learn what makes for a small credit union that is not just surviving, but thriving.

Key Takeaway: Small credit unions thrive by leveraging their agility, strong community connections, and focus on member needs, turning perceived disadvantages into competitive strengths for sustainable growth.

Break
11:30 a.m. – 11:45 a.m. ET

Working with your Examiner, Craig Bilotta, NCUA
11:45 a.m. – 12:30 p.m. ET

In this 45-minute session, Supervisory Examiner Craig Bilotta will walk credit union leaders through practical strategies to strengthen their working relationship with their examiner and navigate the exam process with confidence.

Participants will gain insight on how examiners approach planning, scoping, and conducting the exam-and what credit unions can do to facilitate an efficient and effective examination. You’ll learn the do’s and don’ts of information sharing, tips for reducing exam friction, and techniques for aligning expectations early to avoid surprises later.

Lunch

12:30 p.m. ET

Running the Credit Union, Jim Kasch, KCU

1:00 p.m. ET - 1:30 p.m. ET

Over the years, I’ve worked with credit union leaders at every stage of their careers, and one thing I’ve seen consistently is that strong credit unions need leaders who understand the numbers, know what questions to ask and are prepared to make decisions about what comes next.
 
That’s what we’ll work on together in Running the Credit Union. You’ll use your own credit union’s data, not hypothetical examples, and leave with practical tools and resources you can continue using after the program ends.

Open Conversation

1:30 p.m. ET - 3:00 p.m. ET

Opportunity to chat with peers to discuss current challenges and share solutions.

Closing

3:00 p.m. ET