Cultural Awareness for Credit Union Board Members

About the Program

Cultural Awareness for Credit Union Board Members is a virtual training program developed in partnership with TruStage to help credit union board members deepen their understanding of Latino communities and strengthen culturally informed governance.

Through four interactive sessions, participants will explore the history, cultural values, financial behaviors, and evolving needs of Latino communities in the United States. Drawing on research, community insights, and real-world examples, the program examines the factors that influence financial access, member relationships, and opportunities for credit unions to better serve Latino members.

Led by multicultural research and inclusion experts from TruStage, the program connects cultural awareness with strategic decision-making, helping board members consider how their institutions can build trust, support staff, and strengthen community relationships while maintaining their governance responsibilities.

What to Expect

Through research-driven learning, interactive discussions, and collaborative exercises, participants will gain a deeper understanding of Latino communities and explore opportunities to apply that knowledge within their credit unions.

  • Understanding the Latino Landscape: Explore the rich history and diversity of Latino communities in the United States, including demographic trends, cultural identities, and historical barriers to financial access and wealth-building.

  • Cultural Values & Financial Behaviors: Examine how cultural values, lived experiences, and communication preferences influence financial decisions and relationships with financial institutions. Participants will explore research and insights that provide a deeper understanding of Latino members' needs, priorities, and experiences.

  • Opportunities for Community Engagement: Learn how credit unions can strengthen their relationships with Latino communities through the 5 Ps framework: People, Product, Processes, Partnerships, and Promotion. Explore real-world examples of how these areas can support more inclusive member experiences and organizational growth.

  • Collaborative Learning & Case Studies: Put your learning into practice through a real-world case study focused on serving Latino communities. Working alongside fellow board members, participants will apply cultural insights and strategic frameworks to develop and discuss potential approaches to community engagement.

  • Expert-Led Instruction: Learn from TruStage professionals with experience in multicultural research, financial inclusion, and organizational development. Through guided conversations and shared learning, participants will gain perspectives they can bring into their own boardrooms.

Who Should Apply

Cultural Awareness for Credit Union Board Members is designed for current credit union board members who want to deepen their understanding of Latino communities and strengthen their ability to contribute to informed, inclusive governance.

This program is especially valuable for individuals who:

  • Want to better understand the cultural values, financial behaviors, and experiences of Latino communities.

  • Are interested in using demographic research and community insights to inform strategic planning.

  • Seek to identify opportunities for their credit unions to strengthen relationships with Latino members and communities.

  • Want to explore how cultural awareness can support member trust, financial inclusion, and long-term organizational growth.

  • Are committed to helping their credit unions respond to the evolving needs of the communities they serve.

  • Value learning alongside fellow board members and exploring new perspectives on effective governance.

Want to Learn More?

For more information about our upcoming cohorts, please fill out our interest form. Our team will keep you updated on applications and enrollment opportunities!

Fill Out Our Interest Form
Guest User