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Exploring Why™ Workshops

Help your employees understand the “why” behind their work to drive greater value for your members and organization.

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The Foundation’s Exploring Why™ Workshops

The Foundation’s Exploring Why™ Workshop is a customizable, experiential training that credit unions and system partners can use to help their employees connect to the credit union difference and discover new and better ways to drive value for your members and organization. 

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    The Credit Union Difference

    Attendees will learn about the structural and philosophical differences between credit unions and other financial institutions as well as how to leverage those differences to create competitive advantages in the marketplace.

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    Mission & Members

    Attendees will connect with your organization’s mission and purpose and explore the connection between your business and members’ financial health. 

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    Our Aligned Values

    Attendees will link their personal core values with the values of the credit union movement and understand how we can live our values to meet existing and future challenges in the marketplace. 

Get Content Tailored to Your Needs

Using core lessons from the Foundation’s signature Development Education (DE) Program as a lens, each Exploring Why™ Workshop is tailored to fit the needs of the specific organization or audience. Workshops can be delivered in half-day, one-day or two-day format. Foundation staff will work with you to determine the content and activities that best fit your goals.  

Experiential group activities and lessons can include: 

 

  • The Credit Union Difference

    Understanding credit unions’ structure, operating principles and history.

  • Core Values Assessment

    Discover alignment between individuals, organizations and the credit union system.

  • Financial Health of Consumers

    Data and insights to better understand what members are facing today, root development issues and the impact on business.

  • Emotional Intelligence in Banking

    The application of emotional intelligence and empathy in financial services.

  • Drive Value for Members

    Review of your organization’s history, mission, values, offerings and strategy to underscore the purpose behind your business and value to members.

  • Specialized Topics

    Specific lessons on topics like diversity, equity & inclusion, multicultural outreach and other business area focuses depending on your organization’s objectives.

I’ve been a credit union member since I was a kid and when you’ve worked at an organization for as long as I have, you appreciate what credit unions are and what they represent as far as the ‘people helping people’ philosophy. The last couple of days through the Exploring Why Workshop catapulted my appreciation and understanding of what we are all about. What an honor it was to take part in a workshop like this.

CUNA Mutual Group employee after attending an Exploring Why Workshop

Get in touch

For more information on Exploring Why Workshops

Contact Kalli Shelton, Education Program Manager

The National Credit Union Foundation Kalli Shelton

Kalli Shelton, CUDE

Education Program Manager

Working directly with the Director of DE & Cooperative Culture, Kalli works to expand the Foundation’s ability to deliver education and engagement opportunities to credit unions.