Your Credit Union Partner

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Speaking and Training


Scott is a frequent speaker and presenter at credit union trade and partner events.


We understand credit unions inside and out. Presentations are based on 30 years of experience. Sessions are designed to challenge credit unions to think bigger and beyond their current reality to the next phase of growth and impact for their organization.


The following is a sample of topics available. Our ultimate goal is to customize each session to the audience and to ensure the session is fully integrated into the full conference program.


New for 2017

  • Diversity, the Changing Complexion in CU Board Rooms
  • Risk Based Underwriting to Reach Credit Challenged Consumers
  • Financial Inclusion: Strategies for Serving Lower Income Consumers
  • Dispelling the Myth of Serving Underserved Communities
  • Innovations In Outreach
  • Leveraging Resources to Maximize Community Impact


Other Popular Topics

  • How to Survive When You are a Small Fish in a Big Pond
  • Does your credit union have governance moxie?
  • Tapping into new emerging markets
  • Credit unions and the ultimate category killer
  • Board Members Behaving Badly
  • The Partnership Perspective... Utilizing Community Resources To Do More
  • Millennials Want Convenient Access To... Alternative Financial Services


What ever you are looking for in a workshop, breakout session or webinar, we are here to deliver on high quality, high impact programming for you and your members.






Madison 2016: Presentation at CUNA Management School
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