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This Summit is hands-on and participant-driven for leaders shaping connection, growth, and impact.

Who is training employees who are new to business and community development at your credit union? Often, a new team member steps into the role after the person who could train them has already left. Last year, I created Onboarding for Impact to help credit unions who don’t have a clear training path for these critical

Previously published on CU Insight.  A co-created platform, led by Julie Ferguson and Deliana Gamez   JRF Consulting, founded by Julie Ferguson, CUDE, has introduced Backstage — A BD NOW Community, a co-created platform designed to expand learning, connection, and impact for community and business development professionals. Backstage builds on seven years of momentum from the BD NOW

After 16 years of leading JRF Consulting and BD NOW as a solo venture, Julie Ferguson is thrilled to announce that Deliana Gamez has joined as an Affiliate Consultant.Ferguson and Gamez first met a decade ago when Ferguson was consulting on a business development project with CAFCU and Gamez had just joined the credit union’s

Only a few spots left for the BD NOW Innovation Summit in Portland, Maine. REGISTER NOW

The 5-week virtual onboarding program is designed to equip newer business development employees with essential skills.

This Summit is hands-on and participant-driven, for
leaders shaping connection and impact.

Here’s your official invitation to save the date!  Join us in Portland, Maine, for a dynamic think-tank where groundbreaking ideas take flight, inspiring positive change and revolutionizing the credit union landscape.  Embrace this transformative journey with impactful sessions, immersive hands-on experiences, and extraordinary opportunities for collaboration. Download the Flyer

The 5-week virtual onboarding program is designed to equip newer business development employees with essential skills and knowledge for relationship-building, promoting financial well-being, and understanding the foundational principles of business development in the credit union movement. This program targets both SEG-focused employees and those responsible for community collaborations. DOWNLOAD THE FLYER

Leveraging Generative AI Tools for Enhanced Business Development in Credit Unions JUNE 6, 20249:00 – 11:30am | Breakfast includedBrett Wooden, FI Software Strategist.  Join us for an insightful session where we delve into how Business Development and credit unions can harness the power of generative AI tools to drive efficiency and effectiveness in business