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Applications for Consulting Services are due by 5PM (EST) November 30, 2014

OSCUI’S Training Division is committed to bringing timely, free financial education to credit union communities. Our goal is to serve as a conduit of operational and strategic management topics and training, and to provide “value-added” services that strengthen credit unions’ ability to thrive in our ever changing economy.


OSCUI Workshops:

Our workshop program for 2014 includes topics, presented by experts in their fields, which address the most pertinent issues in consumer banking, including:

  • Cyber-Security
  • Bank Secrecy Act (BSA) - Money Service Business (MSB)
  • Marketing in the Digital Age
  • Protecting your CU from the Rising Trend of Employment Practice Lawsuits (EPL)
  • Marketing Advertising

To keep our attendees up to date with what’s going on in credit unions regionally, in OSCUI and how changes to the regulatory examination program will impact credit unions nationally, the following topics will be covered by NCUA/OSCUI staff:

  • Examination Modernization
  • What's New in OSCUI?
  • Regional Updates

To view the agenda for the Credit Union Workshops click here.

Leadership Development Boot Camps:

We received an overwhelmingly positive response to our CEO Boot Camps last year. As a result, we’ve expanded our boot camp program to include all decision makers at the credit union! As the title indicates, these boot camps for 2014 are designed for developmental training for senior management and Directors. The topics will explore general business knowledge needed by all levels of management, and include breakout sessions designed exclusively for CEO or Directors. Some of these include:

  • Succession Planning and Passing on the Baton
  • Board Governance
  • Marketing in the Digital Age


OSCUI hosts free monthly webinars that deliver timely, meaningful information to help credit union professionals stay up to date on the most compelling topics affecting the credit union community. The formats for our webinars vary; however, we normally have Q&A sessions following each live webcast, where our listening audience is able to propound questions to our presenters. All OSCUI webinars are closed-captioned for on-demand viewing approximately three weeks following the live webcast.

All Webinars are 90 minutes in length.


Going Green

OSCUI is going GREEN! In keeping with our GREEN initiative, we will no longer provide hard copies of training materials during our live sessions. We encourage all participants to download materials for use once you've registered. Links to materials will be provided in your registration confirmation message!

Resource Manual


To download the Credit Union Leadership Resource Manual, click the icon to the left.




Need assistance registering for a training session?  Email us at For information about our other programs and services Contact Us.

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Need a Vendor?

Check out our new online tool, the Credit Union Service Provider portal or CUSP. The CUSP portal is free and provides information about registered vendors that can help you research service providers. The portal will not offer reviews or endorsements. Vendors register through the federal government's System for Award Managment database to participate in CUSP.

To get to the CUSP portal or to see how to register as a vendor, visit our CUSP page.