Wyoming’s Lawmakers Need Your Voice and Your Leadership

An Invitation to Attend the Wyoming Legislative Learning and Reception

For many young adults, just the word “politician” leaves a bad taste in their mouth. Corrupt campaign finance systems, broken promises, election seasons that drag on for years, constant mudslinging, negative ads… It’s not that our generation is uninterested in the structure and systems that shape our lives. It’s not, of course, that we don’t care about our communities. It’s just that so much of what we see and hear about government and politics leaves us considerably more frustrated than motivated to get involved.

So, we look for other ways to make a positive impact on our communities. For many of us, this is what attracted us to the Credit Union movement in the first place. We saw it as an opportunity to be a part of something meaningful – to spend our working hours doing something that matters. But here’s the thing about that…

Our ability to create the kind of change necessary to create growth within the Credit Union movement is largely dependent on legislative issues.

Our industry – perhaps now, more than ever – needs advocates that have the ear of our lawmakers. As the future of our movement, I believe it’s particularly important that many of those advocates are young adults.

To that end, if you’re a Young Credit Union Professional in Wyoming, I’d like to invite you to a unique opportunity to learn about the legislative process and how you can advocate for the success of our movement.

The Wyoming Legislative Learning and Reception is a chance for you to make a positive impact in the success of the Credit Union movement right now.

If you’re willing to take on a greater advocacy role on behalf of our Movement, this is your chance to directly appeal to Wyoming legislators on some of the biggest issues affecting us today and shaping our future.

The Mountain West Credit Union Association will lead a training session on ways to better communicate with your elected officials. Along with other young Credit Union professionals, you’ll be able to discuss ideas, challenges, and best practices for how to interact with legislators so you can maximize your voice and your message. Then, you’ll have a chance to put all that to use at MWCUA’s 2018 Legislative Reception that evening.

Our generation is on the cusp of true societal leadership. We are quickly becoming agents of change, and rising into leadership positions in every sector of our nation. Now, more than ever, our lawmakers need to hear from us. We need to establish our voice in politics and public service today, because today is when decisions are being made that will impact us tomorrow.

The Wyoming Legislative Learning and Reception

Where:          Meridian Trust Federal Credit Union

4349 E. Lincolnway

Cheyenne, WY 82001

When:            February 13, 2017 – 1:30-4:30 p.m.

RSVP:        Dan Diorio (ddiorio@mwcua.com) or

Tyler Valentine (tyler@lpcfcu.com)

Funds are available for Young Professionals’ lodging costs through the Mountain West Credit Union Foundation. 

Making Diversity and Inclusion a Priority in Your Credit Union

Research and experience continue to make the case for improved diversity and inclusion in the workplace.  The credit union movement can benefit greatly from focusing on diversity and inclusion as they make plans for continual growth, innovation, and talent acquisition in the marketplace.  Jimese Harkley, COO of DiverCity Solutions, mentions some ways that inclusion impacts the bottom line, “Inclusion improves workplace relations among teams and builds trust within interdepartmental relations. It builds more innovative work teams, improves organizational problem-solving, and improves member service.”

Jimese Harkley,  DiverCity Solutions

Recent studies help back up these claims by showing that inclusive organizations can ultimately enjoy better financial performance.  In a 2015 report by global consulting firm McKinsey & Company titled Diversity Matters, the research found that companies that exhibit gender and ethnic diversity are, respectively, 15 percent and 35 percent more likely to financially outperform those that do not.  The study found that a diverse workplace helps to attract and retain top talent, strengthen customer orientation, increase employee satisfaction, improve decision making, and enhance the company’s image.

How are credit unions doing with diversity and inclusion?  Harkley notes, “It is evident that credit unions have gotten the message on diversity, equity, and inclusion” But continues that, “unfortunately, there are few organizations that go beyond the baseline requirements.”

The National Credit Union Administration (NCUA) has focused more on credit union diversity recently, and in May 2015 even issued an interagency policy on standards for assessing diversity policies and practices in credit unions.  NCUA states that, “Credit unions were founded on the premise of people helping people.  It makes good business sense to have members, managers, and employees reflect the community credit unions service and for credit unions to serve diverse segments within their communities.”  NCUA also produced a voluntary diversity self-assessment questionnaire to help credit unions assess existing policies and practices, and then find opportunities for improvement.

NCUA and Harkley agree that the success of these policies and practices starts with leadership’s commitment to diversity and inclusion.  The Board of Directors and Senior Management have the responsibility to promote a culture of diversity and inclusion through their development and support of strong policies and practices.  But, Harkley also notes that young professionals can lead from any position on this matter and help encourage a dialogue to improve diversity and inclusion within the credit union.  She encourages young professionals to, “Research current policies and procedures.  If the credit union has no policies, or if the policies are inconsistent with credit union values, start by asking questions.  Use this inquisitiveness to promote positive change and encourage leadership to be more vocal about their intentions to be inclusive.”

Credit unions can do more to lead the way by adopting and encouraging these practices that promote growth, innovation, and talent acquisition.  For more ideas on how to start or continue this dialogue, the Mountain West Young Credit Union Professionals will present a free webinar titled The Inclusion Effect: The Benefits of a Fair and Equitable Workplace, featuring Jimese Harkley from DiverCity Solutions.

Join us on January 25, 2018 at 11:00 AM Mountain Time by registering at following link: The Inclusion Effect: The Benefits of a Fair and Equitable Workplace

About Brian Lee

Brian Lee is the Chief Financial Officer at Landings Credit Union in Tempe, AZ. He is a member of the MWCUA and CUNA Young Professional Committees. Brian is also a Credit Union Development Educator and is passionate about the credit union movement.






This Year’s World Conference May Be Over, But Its Impact Lives On

For the past few years, the Gary Plank Scholarship has allowed the Foundation to send four professionals to the World Credit Union Conference. Amongst other factors, the recipients were selected based on a demonstrated commitment to the credit union cooperative model and to further development within the international credit union system.

This year’s conference was held in Vienna, Austria, bringing together thousands of credit union leaders from countries around the world. I sat down with three of this year’s Gary Plank Scholarship recipients to ask them about their experience at the Conference. All three expressed a deep enthusiasm for the Conference and feel it’s made a tremendously positive impact on their lives.

Tyler Valentine, CEO of Laramie Plains Credit Union and Treasurer of the Foundation Board.

As the CEO of Laramie Plains Federal Credit Union, one of the things that impacted Tyler the most at this year’s World Conference were the many opportunities to interact with diverse groups of leaders from all over the world.

“When you bring professionals with that much diversity into one space within the context of networking and really talking with each other, there’s just no way everyone’s not going to grow from that. The thing that impacted me the most in those situations, was how evident it was that everyone was united behind the same driving passion for what Credit Unions are about and the impact they make in people’s lives. Regardless of where the Conference attendees were from and what title they held, they were there because they believed in the Credit Union philosophy of people helping people and they wanted to learn how to do that even better.”

One of the more practical ideas that Tyler brought back to Laramie Plains came from one of the WYCUP speakers. The speaker talked about how difficult it is to accomplish meaningful work amid the multitude of distractions we all face every day. She suggested regularly scheduled “Get stuff done” days, in which phones are shut off, email is left unchecked, and distractions are held at bay so that concentrated time can be spent working on high value activities.

Tyler was also impacted by the assertion of keynote speaker Simon Mainwaring, Founder & CEO of We First, that the nature of Credit Unions is completely in line with who Millennials are and what they want. However, Credit Unions aren’t communicating with them well enough to get that message across. “One of the messages that would appeal to younger generations is the fact that Credit Unions are the original crowd sourced institutions. The power is in our people, not the wealth of our stockholders.”

In Simon’s address, he advocated a national effort, where Credit Unions from across the country come together to create attention grabbing campaigns that clearly and succinctly communicate the core of what Credit Unions are all about. Tyler agrees that when it comes to the daunting task of creating and communicating a message that creates real interest and engagement with the Credit Union movement, working together on a national level could have a much larger impact.

Tyler strongly encourages anyone considering attending next year’s conference to make the decision to go. He feels there is tremendous value in getting outside your own corner of the world and exposing yourself to the bigger picture. He feels that the conference does an amazing job of challenging world views and allowing attendees to see things in a different way, generating new ideas and solutions that would otherwise be out of reach.

Karen Nadal, Branch Manager, Pyramid Federal Credit Union

The first thing Karen said when we sat down to talk about her experience at this year’s World Conference Meeting was that there were so many great speakers and experiences that she could talk about it all day.

“This conference is such an amazing, energizing experience. It’s life changing, really. I would encourage anyone even thinking about going to next year’s Conference to get there any way that you can. It will completely renew your passion for what Credit Unions are about and what we can accomplish through a movement that truly is world-wide.”

Karen spoke about how impactful it was during the opening ceremonies, to see how many countries were represented at the Conference. With every national flag, she was reminded that it represented an area of the world with a Credit Union. “It was tremendously inspiring to realize that I am not only a part of a national movement. I am a part of a movement that’s having an impact on a global scale.”

One of Karen’s favorite breakout sessions was led by Kaitlin Cleary of Team 624 Communications. Kaitlin discussed how important it is for the Credit Union movement to focus on building trust with younger generations by using members of their own generation to create engagement. She suggested creating both youth and employee advocacy boards with the express purpose of communicating real experiences as real people over social media. She pointed out that members trust people more than organizations and that our members trust our employees as people more than the institution itself. So, it makes sense to engage our people in the task of communicating the tremendous advantages that Credit Unions hold. This approach is especially effective with the Millennial generation who relies heavily on social proof when making decisions about where to invest their time and money.

Like Tyler, Karen was especially impacted by the Simon Mainwaring’s keynote address. “Simon brought up so many great points, but I particularly loved that he said we must be ‘a mission with a company, not a company with a mission.’”

Ever since hearing Simon speak, Karen has been thinking about how Pyramid can tell more stories that the community will connect with. She’s realized that they need to tell stories about the problems in their community and what Pyramid is doing to address those problems in a positive way. By focusing on topics that are impacting the people in her community in a real way, Karen is hoping to demonstrate the people helping people philosophy in a more tangible way, creating deeper interest and engagement.

“We must tell our communities what we stand for before we tell them what we do. If they can understand the WHY behind our work, they will connect with us in a way that can really make a difference. We are here to help our community and it’s our job to make that known.”

Tara Roether, Graphic Designer and Digital Marketer, Landings Credit Union

Talking with Tara about her experience at this year’s World Conference, one can’t help but feel inspired. Her enthusiasm for the experience is absolutely contagious.

Tara especially loved the WYCUP experience at the Conference. “I was sitting there with people from all over the world, and I thought, ‘This is so incredible!’ Everyone there was passionate about the Credit Union movement and driven to make an impact. It was eye opening and amazing. The first day they got us all together and we had sessions about how to brand yourself and how to give a pitch that advances your goals. That was great for me. I learned so much about what it takes to develop myself and go after what I want.”

One of Tara’s favorite things about the Conference was talking with other Credit Union professionals from all over the world, and hearing about their challenges and the things they were doing to address them. For example, she learned that the Credit Unions in Australia are now called Mutual Banks, a recent change intended to better communicate what they are about. Tara feels that access to this type of information and insight is one of the many things that makes the Conference so invaluable.

Tara’s favorite breakout session was led by Mark Meyer, CEO of Filene Research Institute. Mark asked the question, “What sound does a tree make and would anyone notice if it was gone?” His point was that if an organization wants to be noticed, it must cause enough disruption to warrant that notice. He asserted the truth that Credit Unions are by nature disrupters. After all, our central purpose is to serve the underserved! If we are to communicate that truth, we must become digital disrupters as well. It’s how we, as a movement, will not only remain relevant, but it’s how we will make a difference. “My favorite comment from Mark’s session is when he said, ‘There has never been a better time to be a Credit Union because, now more than ever, people need you.’”

Like Karen, Tara also gained a lot of great insight from the breakout sessions led by Kaitlin Cleary, and the keynote address from Simon Mainwaring. “Both of their messages fit together so well. If we are to grow, we must focus on creating brand advocates, not just members. And, the way to do that is focus on being a purpose with a Credit Union, not a Credit Union with a purpose, as Simon so eloquently pointed out. People want to do business with people, not businesses. No one wants to be sold or convinced. They want relationships.”

Tara can’t say enough about her experience at the World Conference and encourages anyone considering applying for the Gary Plank Scholarship to go for it. “Even if you don’t think that you’re qualified – apply. You never know unless you put yourself out there. Be courageous and it will happen for you.”


Mountain West Young Professionals Make Their Mark on the Annual Convention

The sun ascended over the desert as 20 energetic young professionals (YP’s) descended upon the 2017 MWCUA Annual Meeting and Convention in Scottsdale.  These YP’s joined nearly 300 credit union professionals and volunteers from Arizona, Colorado, and Wyoming for three days of impactful discussion, training, and networking.

The YP’s kicked off the conference off with an early morning on the TPC Scottsdale golf course volunteering in support of the Foundation’s golf tournament.  You may have seen them inviting you to smack a marshmallow, play blackjack, or even cheering you on as you teed off on the infamous 16th hole.

After taking care of their sunburns (especially our friends from CO and WY), the YP’s cleaned up nicely to attend the Mountain West Annual Business Meeting.  There, they were introduced to the friendly banter between MWCUA Board Chairman John Uchida and Association President Scott Earl.  The YP’s were even introduced to the conference attendees with a special “shout out” from the Chairman.

Keynote speaker Colonel Jill Morgenthaler told the crowd of her journey and the challenges she faced as a woman of many firsts in the military, and we all learned the proper use of “Hooah!”.  After being motivated by the Colonel, the YP’s got out their business cards and cruised the trade show floor to network, learn about some amazing vendors, and collect swag.  The YP’s then moved on to a private reception hosted by the good people at CUNA Mutual.  They had the opportunity to network with each other as well as with CUNA Mutual’s Gerry Singleton, Dr. Dan Santangelo, Brandi Stankovic, Austin DeBey, and Chris Kemm.

The next morning brought another gorgeous Arizona sunrise and a morning meeting presented by the Arizona Youth Involvement Network (AYIN).  AYIN committee members presented the cooperative principles to the group and asked the YP’s to come up with those principles that were most important to them.  They then joined the rest of the attendees for a presentation on innovation by John Best.  He taught that “Innovation is culture + passion and is fueled by discipline”.

Gerry Singleton then encouraged the YP’s in their morning session to be a courageous leader in a cooperative world.  The YP’s were given a taste of the Credit Union Development Educator program as they had to determine the mission of the credit union movement and the role they play in it.  He presented the thought from Ralph Waldo Emerson that “Doing well is the result of doing good” and that the movement is much bigger than an individual credit union.

The YP’s joined the rest of the conference for some enlightening afternoon sessions, and then put on their fancy clothes for an evening full of delicious food, awards, more friendly banter, fire dancers, and even a hot air balloon ride.

After getting to bed early, the YP’s awoke and were treated to a lively discussion on leadership with Brandi Stankovic.  Brandi challenged the YP’s to determine how they will make a difference for their members.  After teaching that intentions do not equal impact, the YP’s put pen to paper and wrote down what they would start doing today to “get over it and get after it”.

The conference ended with some inspiration courtesy of Alex Sheen, founder of Because I Said I Would.  His story of how he turned tragedy into a movement motivated everyone to determine how they could make promises, and keep them, to make this world just a little better.

These 20 YP’s were given an incredible opportunity to take part in a well-planned conference full of takeaways, inspiration, and impressions.  They all made commitments to go back to their credit unions and do their part to become leaders in this movement.

The MWCUA Young Professional Committee would like to thank the Association and Foundation for their support to help attract, engage, and retain young professionals in the credit union movement.  Special thanks to all those involved in making this event possible including, but not limited to: Nicole Brusewitz, Gerry Singleton, Brandi Stankovic, AYIN, Dr. Dan Santagelo, Chris Kemm, Austin DeBey, and the credit union CEO’s that encouraged and allowed their YP’s to attend.