Strong credit unions depend on knowledgeable, confident teams who understand not only the technical aspects of their roles, but also the judgement, consistency and member focus required in day-to-day decision making.
Through OnSite CU Solutions, I deliver practical training designed specifically for the credit union sector. Training can be delivered on-site, online or in blended formats, and is grounded in real credit union operations, governance and member interactions.
Tailored Training
one to one or team based training designed around your credit union's needs
Structured Programmes
developed specifically for the credit union sector
Tailored Training for Credit Unions
Practical capability development
Many credit unions have staff who have developed their skills through experience but may not have had structured development across all areas of lending, credit control, or operations.
I provide tailored training programmes for individuals or small teams, designed around the specific responsibilities of the role and the operational environment of the credit union.
This type of training is particularly valuable where a credit union is:
Developing new lenders
Strengthening credit control processes
Supporting staff moving into new roles
Improving operational consistency
Preparing teams for organisational change or growth
Supporting loan book growth and lending capability
Training sessions are practical and interactive, using real scenarios, policies and workflows to build confidence, judgement and consistency.
Areas of Training
Training can be delivered across all operational areas including:
Lending, Loan Book Development and Credit Decision Capability
Loan assessment and professional judgement
Interpreting financial information and repayment capacity
Consistency in lending decision-making
Structuring loans appropriately for members
Understanding credit risk in practical lending scenarios
Building confidence in lending conversations with members
Business development and growing the loan book sustainably
Identifying lending opportunities within the existing membership
Balancing prudent lending with growth objectives
Developing lending strategies aligned with the credit union's goals
Credit Control
Understanding arrears behaviour and repayment patterns
Early engagement with members experiencing repayment difficulty
Sustainable restructure approaches
Practical credit control workflows and monitoring
Understanding how arrears trends affect loan book performance
Supporting consistent and fair member engagement
Operations
Operational processes and service standards
Workflow design and process improvement
Improving consistency across operational processes
Member experience and service delivery
Supporting operational change, digital processes and new systems
Each programme is designed specifically for the credit union, ensuring training is practical, relevant, and immediately applicable within the organisation.
Current Training Programmes
In addition to tailored training, I have developed a number of structured programmes for the credit union sector. These programmes can be delivered to individual credit unions, regional groups, or sector organisations.
Lending in a Digital Age
Development programme for experienced lenders navigating digital transformation.
8 hours CPD - IOB, LIA, CU CPD
Ethics, Culture and Decision Making for Credit Union Boards
Governance-focused programme on ethical decision-making.
1.5 hours - IOB, CU CPD. 1 hour LIA
Member Engagement and Financial Wellbeing
Building financial wellbeing knowledge among frontline staff and member engagment skills.
4 hours CPD - IOB, LIA, CU CPD
Lending in a Digital Age
CPD Accredited - 8 hours
A blended programme designed for experienced credit union lenders adapting to an increasingly digital lending environment.
Credit union lending has shifted from relationship-led manual processes to more digital, data-driven and system-supported models. Member expectations have changed, and the need for speed, clarity and consistency continues to grow.
This programme explores how lending has evolved and how credit unions can adapt to remain competitive, efficient and member-focused while maintaining the importance of professional judgement and the credit union ethos.
The programme explores areas including:
Digital lending journeys
Credit risk in a digital age
Regulation, compliance and ethics for progressive lending
Digital transformation in credit unions
Member engagement in lending
The future of credit union lending
Delivered through the CU Learn (ILCU)
Ethics, Culture and Decision Making for Credit Union Boards
CPD Accredited - 1 - 1.5 hours
This governance-focused programme examines the role of ethics, culture and professional judgement in board-level decision-making within credit unions.
Rather than focusing purely on rules or compliance-driven approaches, the programme explores how ethical risk arises in real governance decisions, particularly where issues are complex, strategic pressure exists or organisational change is taking place.
Topics explored include:
Ethical risk in governance decisions
Groupthink and the importance of effective challenge
Cultural considerations during mergers and organisational change
The difference between compliance and ethical leadership
Applying structured decision-making frameworks such as the DECIDE model
Through scenario-based discussion, participants develop stronger ethical awareness and improved professional judgement in board decision-making.
Member Engagement and Financial Wellbeing
CPD Accredited - 4 hours
Frontline staff play a critical role in how members experience their credit union, particularly when members are under financial pressure or preparing to borrow.
This programme builds financial wellbeing knowledge and confidence among front-of-house teams, enabling staff to engage with members more consistently and effectively.
Participants gain understanding of:
Financial wellbeing and member financial pressures
Credit behaviour and borrowing decisions
Cost of credit and repayment sustainability
The Central Credit Register and credit history
Budgeting and financial preparation
Professional boundaries and referral practices
The programme focuses on supporting informed member conversations rather than lending decisions, strengthening member engagement at the first point of contact.
Discuss Training for Your Credit Union
If you would like to discuss tailored training or learn more about any of the programmes above, please get in touch.
Training can be delivered to individual credit unions, regional groups or sector organisations and can be adapted depending on the needs of your team.
Individual credit unions
Tailored training delivered directly to your team.
Regional groups
Programmes delivered across multiple credit unions.