PROCU Roundtables
PROCU Roundtables offer an opportunity to gather with Credit Union peers to discuss key strategic initiatives in the Investments and Insurance space, share best practices and garner insight into the future of our business. PROCU roundtables are generally hosted by local Credit Union programs and there is no cost to attend. We are moving our 2021 Roundtables (at least for now) to a virtual environment. We will offer multiple opportunities for shorter length roundtables with specific topics scheduled for discussion. Attendance will be capped to create an environment conducive to idea sharing, questions and open conversation using online meeting tools. Dates and topics will be posted below as they become available.
2021 Summer Series
Thank you for joining us at our 2021 PROCU Roundtable Summer Series. The sessions offered open discussions on topics pertinent to Investment Services and Insurance in the Credit Union space.
In order to facilitate healthy open discussion and an opportunity for every participant to comment and ask questions, we limited the number of participants in each session. We offered four different topics this summer to create multiple opportunities for program managers to engage with other peers. Each Roundtable was led by one of the PROCU Board Members.
Our Summer 2021 Roundtable Topics/Dates:
June 30th - Return to Work: What does that look like post COVID?
When: 1:00pm – 2:30pm EDT / 10:00am – 11:30am PDT
Return to Work: What does that look like post COVID?
Do you have the right structure in place?
Second Story Advisor & Assistant Support
July 22nd - Is Your Program Relevant?
When: 2:00pm – 3:30pm pm EDT / 11:00am – 12:30pm PDT
Referrals, Marketing, Seminars and Client Appreciation Events
August 25th - Give Members What They Need and Want
When: 12:00pm – 1:30pm EDT / 9:00am – 10:30am PDT
Servicing and Financial Planning
September 29th - Delivering Insurance Services to Members
When: 12:00pm – 1:30pm EDT / 9:00am – 10:30am PDT
Best Practices for your evolving program
In order to facilitate healthy open discussion and an opportunity for every participant to comment and ask questions, we limited the number of participants in each session. We offered four different topics this summer to create multiple opportunities for program managers to engage with other peers. Each Roundtable was led by one of the PROCU Board Members.
Our Summer 2021 Roundtable Topics/Dates:
June 30th - Return to Work: What does that look like post COVID?
When: 1:00pm – 2:30pm EDT / 10:00am – 11:30am PDT
Return to Work: What does that look like post COVID?
Do you have the right structure in place?
Second Story Advisor & Assistant Support
July 22nd - Is Your Program Relevant?
When: 2:00pm – 3:30pm pm EDT / 11:00am – 12:30pm PDT
Referrals, Marketing, Seminars and Client Appreciation Events
August 25th - Give Members What They Need and Want
When: 12:00pm – 1:30pm EDT / 9:00am – 10:30am PDT
Servicing and Financial Planning
September 29th - Delivering Insurance Services to Members
When: 12:00pm – 1:30pm EDT / 9:00am – 10:30am PDT
Best Practices for your evolving program
2021 Summer Series Roundtables for Credit Union Program Managers
Thank you for your interest and attendance at the PROCU Summer Series Roundtables. We will be planning more Roundtables in early 2022, so please stay tuned!