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NCUA Office of Credit Union Resources and Expansion
Small Discussion Group Calls with
Minority Depository Institutions
SCRIPT OUTLINE
Welcome,
introductions
Purpose of call;
not a forum to address examination or other regulatory concerns.
Discussion group
questions
About the Participating Credit Unions
Do any participating credit unions have the
following designations?
Low-income
designation by the NCUA or state supervisory authority
CDFI
certification by the Community Development Financial Institutions
Fund
Do any participating credit unions receive
the following services from the National Credit Union Administration
(NCUA) or any other organization?
Direct funding
such as grants, loans, secondary capital, and non-member deposits
Technical
assistance such as consulting services, and funding to hire staff,
to attend training, or acquire computer equipment
Training
Other, explain.
To what extent do you agree with the
following top challenges identified by MDI credit unions?
-
Financial challenges:
Maintaining or improving
profitability and financial performance
Funding growth, expansion, or
products and services
Budget Preparation
Liquidity needs
Decline in local economy
Other financial challenges, explain: ______________
|
Human talent challenges:
Limited number of staff
Needed expertise in a
particular area, explain: _______________
Succession planning for the
Board or management
Recruiting qualified
volunteers or staff
Retaining qualified staff
Other challenges involving
human talent, explain: _________________
|
Regulatory challenges:
Staying abreast of matters
concerning regulatory compliance
Strategic planning and
achieving established goals
Conducting risk assessments
or risk monitoring
Cybersecurity issues
Net worth restoration
planning
Other regulatory challenges,
explain: ___________________
|
Training challenges:
Understanding financial
statement analysis
Developing an effective
strategic plan
Facilitating strategic
planning
Product and service
development
Other training challenges,
explain: _________________
|
Other, explain: ___________________________________________
Do the challenges differ for your specific
MDI category? Explain. Feel free to identify other challenges not
reflected above.
Are you aware of the following services
offered by the NCUA’s Office of Credit Union Resources and
Expansion (CURE)?
___ Field of membership expansion
___ Grants and Loans
___ Merger Partner Registry
___ Training
How Can The NCUA’s CURE Office Can Assist
Your MDI
What types of services and information from
the NCUA’s CURE office would benefit your credit union as a
MDI?
Would your credit union participate in
periodic meetings or conference calls with the NCUA’s CURE
office to discuss matters concerning MDI credit unions?
If “No,” explain.
What is your preferred method for such
discussion and how frequently would you like to have them?
What topics would be helpful for such
discussions?
What additional comments do you have about
the challenges your credit union faces as an MDI?
Adjourn
File Type | application/vnd.openxmlformats-officedocument.wordprocessingml.document |
Author | Kelly, Anthony K |
File Modified | 0000-00-00 |
File Created | 2024-11-05 |