Tools

C

• Calculator: Financial Stress
• Case Studies: ITIN Lending
• Checklist: Drive Your Credit Union Online Rating
• Checklist: Serving Independent Workers
• Checklist: Talent Attraction Checklist

G

• Guide: Board Composition
• Guide: Creating a Physical Workplace That Supports DEI
• Guide: Experiment-Oriented Culture
• Guide: Market Research
• Guide: Strategy Planning
• Guide: Troubleshooting to Remain Vigilant and Adaptive

I

• Implementation Guide for Employee Resource Groups
• Infographic: Highlighting Credit Union Difference
• Infographic: Navigating AI Decisions
• Infographic: Open-Book Management
• Infographic: State of Credit Union Giving

M

• Member-Facing: Becoming a Mindful Spender
• Member-Facing: COVID-19 Financial Scams

O

• Online Learning: Accelerate Financial Inclusion with ITIN Lending

P

• Putting Financial Well-Being for All into Practice

R

• Recommendations: Elevate Social Impact
• Recommendations: Leadership During Uncertainty
• Road Map: Activate Diversity, Equity and Inclusion

T

• Toolkit: Consumer Engagement
• Toolkit: Credit Union Storytelling
• Toolkit: Evaluate Fintech Relationships

W

• Worksheet: Develop Your New Business Model
• Worksheet: Gamification
• Workshop: Algorithms and Bias
• Workshop: Enhance Member Experience
• Workshop: Identify Target Member and Improve Compatibility
• Workshop: Organizational Friction
• Workshop: Trauma-Informed Services for Employees