- MEMBER ENGAGEMENT
Curious about an educational opportunity? Question about an event? Inquire today.
Virtual Event on November 6, 2023 - $35
The Puzzle-Solving Approach that Enables Small Credit Unions to Thrive
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.
Dawn is a passionate credit union evangelist with more than 2 decades in the industry. With experience working with credit unions in a variety of roles ranging from lending, sales, and strategy development, Dawn is an agent of change and strategic partner to credit unions.
Dawn has worked with credit unions of all sizes in her roles at CUNA Mutual Group; currently serving credit unions in Texas, Oklahoma, and Alabama. She is also the co‐owner of D2 Strategic Services where she facilitates strategic planning sessions for leaders and team building events in credit unions of all asset sizes.
She is pursuing her M.Ed. in Instruconal Technology and Human Performance Improvement at the University of West Florida. She calls Pensacola, FL home, where she lives with her husband of 34 years.
Hot Topics & Trends Roundtable –
This dedicated time allows you to collaborate with your peers on subjects of utmost importance to you, such as cybersecurity, compliance matters, and technology.
Ancin Cooley, CIA CISA, is the Founder and Principal of Synergy Credit Union Consulting, Inc. Synergy helps credit unions grow and thrive by helping them manage risk, increase profits, and help members. Synergy accomplishes this thru a suite of services that includes: Director training, strategic planning, Enterprise Risk Management, internal audits, and regulatory compliance reviews. As principal, Ancin manages a growing portfolio of clients throughout the United States and Caribbean. He brings more than 20 years of experience to the financial services industry. Ancin honed his skills while working as an with US Treasury Dept. At the Treasury, he performed examinations for financial institutions ranging from $1 million to $8 billion in total assets. After leaving the Treasury Dept. Ancin worked for a regional accounting firm where he led internal audits, as well as loan and pre-regulatory examination reviews. When not advising clients, training for triathlons, or spending time with his family, Ancin designs and conducts trainings for the Credit union industry. In addition, he is a well sought-after expert contributor to a host of financial publications. He has most recently been featured in Forbes Magazine and the Credit Union National Association. Ancin is originally from New Orleans, LA. but, currently lives in Chicago.