Registration Opens Nationwide for Social Impact Management Institute May 15 in Des Moines, Iowa

National CU Foundation’s Institute Leads Off Iowa CU Foundation’s Discovering Untapped Markets Conference

The National Credit Union Foundation (NCUF) will co-host its third Social Impact Management Institute on May 15 in conjunction with the 2007 Discovering Untapped Markets Conference presented by the Iowa Credit Union Foundation.

The full-day Institute features world-class speakers and a unique training agenda designed to help credit unions grow while also making a social impact. The following day, the Iowa Foundation will host a Serving the Underserved Summit that is also open to credit unions everywhere.


Iowa credit unions can register online at Credit unions from everywhere else can complete the registration insert at with a credit card number or check and return it to the Iowa Credit Union Foundation by May 7.

“The issues to be addressed at the Social Impact Management Institute and the Serving the Underserved Summit are critical to the future of credit unions,” asserted Iowa Credit Union League Vice President Murray Williams. “Credit unions don't need to compete with each other for the same members. There is enormous growth potential in discovering untapped markets. Serving the underserved and making a social impact can improve credit unions’ bottom line.”

World-Class Speakers

“The Social Impact Management Institute is a rare opportunity to interact with world-renowned experts in the field of social responsibility at the start of another enriching conference,” affirmed NCUF Executive Director Steve Delfin. The Institute will feature experts including:
  • Facilitator John Weiser, author of the new book, Untapped: Creating Value in Underserved Markets (;
  • NCUF’s REAL Solutions National Program Director Lois Kitsch;
  • Chris Dobrzanski, the SVP at Vancouver City Savings Credit Union ( who advances the concept of a “triple bottom line.”

The Institute in Iowa features an all-inclusive fee of $199 – and a $99 savings if attendees also attend the Serving the Underserved Summit on May 16 (total of $299). Registration covers:
  • All educational sessions and materials
  • Hard cover copy of the Untapped book (Click here to see a video of CUNA President & CEO Dan Mica explain the global impact of the book at the World Council of Credit Unions’ conference in Dublin, Ireland.)
  • Lunch and refreshments served throughout the sessions.

A special price of $119 per room has been secured at the Embassy Suites on the River in Des Moines. The room block is open until April 22. Call (515) 244-1700 for discounted reservations.

Who Should Attend – and Why

“The Institutes are a way to reach credit union executives, managers, and board members, and connect them to core principles and values of cooperatives and credit unions by learning from experiences of other socially responsible institutions,” emphasized Delfin. “Many other organizations have achieved success by embracing socially responsible business practices in a manner relevant to the challenges facing credit unions. We believe those experiences can add value to this credit union training experience.”

Innovative Agenda Mirrors Monterey

NCUF hosted its second Social Impact Management Institute on March 24 as a pre-conference event for the California and Nevada Credit Union Foundations’ Big Valley Educational Conference in Monterey, Calif. Attendees convened to discuss cooperative values and how they can be translated into pragmatic strategies to better serve low-income households and prospects. The agenda for the Des Moines Institute mirrors the one in Monterey.

“By maximizing their cooperative advantage, credit unions have enormous potential to reach new members in new markets,” Kitsch pointed out in the opening session.

Weiser led attendees in a comprehensive introduction to social impact management. He discussed key societal issues driving change, and how to manage those issues for strategic advantage.

“Who in this room would like their credit union to be called ‘the most recognized financial institution in the market for supporting positive social change in the community?’” asked Dobrzanski, referring to VanCity’s many accolades. Dobrzanski explained how VanCity became a world leader in community partnerships and ethical investing. VanCity is now Canada’s largest credit union.

The final session of the Monterey Institute focused on opportunities for attracting new members and new revenue from underserved markets in ways that create benefits for both the credit union and surrounding communities. Weiser discussed the five key strategies for success in underserved markets from his Untapped book. Kitsch relayed innovative work done by other credit unions in developing a wide range of profitable products and services for the underserved market.

“The content of the program really made me think in terms of ‘social impact’ – particularly about what we are currently doing versus what we could be doing to help those of modest means,” reflected past Institute attendee Danielle Brown, SVP of operations for the Credit Union Association of Oregon. “I came away inspired to do more!"