Kathy Orovitz

On May 21st, in an effort to support the credit union industry of New England we're going to be running a multi-credit union homebuying seminar. We currently have over 10 different credit unions signed up to work in promoting this event, but we want to grow this event to include as many credit unions as possible! Our goal is to support our small-medium sized credit unions in their efforts in providing financial and real estate education to their members. Our presentation is going to be credit union centric and focus on the different roles within a real estate transaction, the procedure of buying a house, the requirements of obtaining a mortgage and different tips/tricks that we’re seeing work in this highly competitive real estate market. You will be provided a list and contact information of every member who attends. If you'd like to be involved and help educate your members, please reach out to Meaghan Ingram (Meaghan@membersmortgage.com) or Joe Zampitella (JNZ@membersmortgage.com) to have your credit union added to the list and be provided with customized marketing materials. #financialliteracy #creditunions #homebuyingseminar #virtual #CCUA #CULCT #peoplehelpingpeople #success #mortgages #creditunionmortgages Cooperative Credit Union Association ; Credit Union League of Connecticut

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While it’s tempting to use your debit card for most purchases, debit cards do not help you build credit over time because they draw funds directly from your checking account. 👇👇 Instead, we recommend using a credit card that has a generous reward program for everyday purchases. Then, pay the card IN FULL each month to avoid interest charges! 💳 Learn how you can improve your credit score while earning reward points with the CFCU Rewards credit card! https://loom.ly/SX5Tcck - #CFCU #creditscore #creditunion #moneytips

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How can we promote staff development in credit unions? This recent The article shares the benefits  of offering professional development opportunities to credit union staff, which is spot-on, and here are a few thoughts that resonated with me: 1. Attracting and Retaining Talent: Recruitment and retention are top challenges, and professional development can be a game-changer. Offering growth opportunities sets credit unions apart and keeps motivated employees engaged and loyal. 2. Future-Proofing Through Learning: The financial landscape is evolving rapidly with technological advancements. Bridging the skills gap through professional development ensures our teams stay competent, confident, and aligned with member expectations. 3. Culture and Succession Planning: Professional development isn't just about job performance—it's about nurturing a strong credit union culture and preparing future leaders. Smooth transitions and minimal disruptions are key to sustained success. Encouraging knowledge sharing, implementing mentorship programs, and embracing innovative learning approaches are steps in the right direction. Let's invest in our people today for a brighter, more resilient credit union tomorrow. #CreditUnionInsights #CreditUnionLeadership #Leadership

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Connect with ICI at the event and learn how our team can assist your bank with the next core vendor evaluation and core renewal project.  Follow ICI on LinkedIn for future updates: https://lnkd.in/eQNEM5MH.   #coreconsulting #corevendorevaluation #bankconsulting #technologyconsultant #consulting #bank #bankers   

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The stage is set for the first panel of CU Accelerate 2024 featuring our member CEOs from Central One Federal Credit Union, Dover Federal Credit Union, and Merrimack Valley Credit Union! See you at 2pm for a discussion focusing on navigating today's challenges and preparing for tomorrow's opportunities. #ACCELERATE24 #coopdifference

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We made lasting connections at Excel 2024, the premier gathering for credit union professionals in New York state!    It was fantastic to reconnect with our clients and to exchange ideas with so many amazing credit union professionals. A big thank you to New York Credit Union Association for organizing such an incredible conference towards advancing the credit union movement by advocating, educating, uniting & supporting the interests of all credit unions in New York state.   Your efforts continue to inspire and strengthen the credit union community! #creditunions #automatedunderwriting #creditdecisions #aiunderwriting

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🗓️ Save the date for COCC's Annual Client Conference! Join us to revolutionize your operations with our integrated platforms. Our experts will answer questions and showcase the benefits of our powerful solution. Reserve your spot in our booth to discuss your specific needs. See you there! https://ow.ly/11Rn50RXQiH #ComplianceSolutions #COCCClientConference #FinancialInstitutions #IntegratedPlatforms #StreamlineOperations #ImproveWorkflows

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Credit unions are co-ops. What does that mean? Credit unions are not banks. But we are financial institutions. When you open an account with a credit union you’re not just a customer—you’re an owner. That means when we profit, you profit. It means you have a say in how we operate, your money stays local, and we are accountable to you.

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Join Citizens in partnership with Brooklyn Chamber of Commerce and NYC Department of Small Business Services in celebrating small business month with a free in person educational seminar on May 23rd. Understand the value of forecasting sales, supplier basics and operational costs to help drive profitability for your business. What You Will Learn: Maximizing profits while minimizing operating costs is the key to running a thriving business. In this module, you will work to understand how business operations impact your ability to increase revenues and manage expenses. #citizensColleague #smallbusiness #finance #communicate #smallbusinessmonth

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Under the Federal Credit Union Act, promoting financial literacy is one of the core missions of credit unions. Visit https://lnkd.in/eruaKnui find a credit union in your area and ask about financial literacy resources and programs available to help build your financial capability! #FinancialCapabilityMonth #FinancialLiteracy #finance #CreditUnions #NCUA #MyCreditUnion #YourMoneyMatters

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Under the Federal Credit Union Act, promoting financial literacy is one of the core missions of credit unions. Visit https://lnkd.in/eruaKnui find a credit union in your area and ask about financial literacy resources and programs available to help build your financial capability! #FinancialCapabilityMonth #FinancialLiteracy #finance #CreditUnions #NCUA #MyCreditUnion #YourMoneyMatters

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Join Citizens in partnership with Brooklyn Chamber of Commerce and NYC Department of Small Business Services in celebrating small business month with a free in person educational seminar on May 30th. Learn how developing a winning aspiration will help guide your business strategy. What You Will Learn: All businesses need a clearly defined strategy to execute on in order to grow and continuously improve. In this module you will review the basic steps you can take to build a winning game plan for your business to reach its full potential. #citizensColleague #smallbusiness #finance #communicate #smallbusinessmonth

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Bangor Savings Bank is featured in Business New Hampshire Magazine's special section, '”Up Close and Professional”. Discover why having a trusted local banking partner is essential for your business success in Northern New England. Check out the article at https://bit.ly/3Q9Nw92. #BangorSavings #LocalBanking #BusinessSuccess

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Today at 2pm EST: CFPB 1033 and Open Banking: Opportunities and Challenges for Banks Explore the potential of CFPB 1033 for open banking initiatives within your bank. You’ll learn how to leverage data sharing to enhance customer experiences, create new product offerings and navigate potential competition from fintech players. Also, discover the challenges and opportunities presented by the rule and develop strategies to capitalize on this evolving landscape. Register now:

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Credit union board members are tasked with a lot of responsibility. We understand that. You make decisions that determine the strength, stability, and direction of the credit union. More importantly, those decisions affect every credit union member. Credit Union Board Members and Oak Tree: A Winning Combination. https://ow.ly/AnZX50Rv8kF #creditunions #creditunion #creditunionlife #fintech #leadership #strategy #efficiency #solutions #branding #marketing

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Connect with ICI at the event and learn how our team can assist your bank with the next core vendor evaluation and core renewal project. Follow ICI on LinkedIn for future updates: https://lnkd.in/ggQaANyy. #coreconsulting #corevendorevaluation #bankconsulting #technologyconsultant #consulting #bank #bankers

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