*Open to Credit Union and CUSOs only.

Strategic Operations and Member Engagement Discussion

This meeting will focus on key operational and strategic topics impacting our organization. We’ll review the potential impacts of a government shutdown on operations and member services, explore strategies for target marketing to our existing membership base, and discuss our process for documenting and responding to member complaints to ensure consistency and accountability. Additionally, we’ll cover the role of artificial intelligence (AI) in enhancing efficiency and explore opportunities for UW (Underwriting/University/Unit—adjust as needed) buy-in and engagement.

We’ll cover:

  • Overview of potential government shutdown impacts
  • Targeted marketing initiatives for existing members
  • Member complaints: documentation and resolution process
  • AI initiatives and strategies for UW buy-in

Event Type

  • Meetings
  • Virtual

Dates

November 19, 2025

Event Time

1:00 pm - 2:00 pm

Location

  • USA

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Speakers

Kim Moore
Kim Moore

Director Mortgage Sales
Mountain America Credit Union

Victor Williams
Victor Williams

SVP Mortgage
Randolph Brooks Federal Credit Union