News and Events
Events
Many of MSIC’s webinar events are available to view on MSIC’s YouTube Channel.
April 28, 2026
Turning Financial Literacy into Loan Opportunities
Celeste Cook, CEO of cuStrategies, LLC answered the question, “What can credit union leaders do to turn financial literacy into loan opportunities?” In today’s economic climate, credit union leaders must seek ways to enhance their relevance to members and communities by offering financial literacy programs that provide real benefits to members’ lives while also boosting loan growth, member engagement, and revenue.
June 10, 2025
Mastering Your Image: Branding Strategies for Credit Unions.
Jessica Maldonado from PolicyWorks presents a branding and image-building webinar for MSIC members to help provide tips, tools and resources for credit unions to enhance their brand through channels like social media and traditional media.
June 3, 2025
Serving the Underserved the Right Way, and Increasing Loan Growth & Profitability
In our uncertain economic landscape, credit union leaders must become more strategic in their efforts to proactively serve their members and those in their communities that are facing financial challenges while increasing loan growth and profitability as well as mitigating risks. Celeste Cook, of cuStrategies discusses the best approaches to serve the underserved for their long-term financial freedom – and to the benefit of our credit unions – while mitigating risk
May 15, 2025
Navigating Uncertainty: U.S. Economic Update
A Timely economic presentation from Jason Hwang, SVP of Strategic Planning and Research at Federal Home Loan Bank of Boston (FHLBB). Jason discusses the state of the Massachusetts economy including: GDP, inflation, labor and housing markets, unemployment rates, housing prices, demographic trends – and related impacts for credit unions. He also discusses the economic impact of the recent election across the US and in MA including short-term and long-term challenges.
May 06, 2025
20 Trends and Innovations That Will Shape Your Credit Union’s Future
The financial services industry is evolving faster than ever, and credit unions must stay ahead of emerging trends to ensure long-term success. From the rise of fintech partnerships and the integration of AI and automation, to shifts in member expectations around personalized services and digital-first banking, discover how to strategically position your credit union for growth. During this webinar, Jeff Rendel, President of Rising Above Enterprises, will address how to act upon these trends, developing strategies to integrate new technologies, redefine your member engagement approach, and innovate your offerings to meet future demands. By embracing these trends, your credit union will be better equipped to deliver exceptional member experiences, capture new markets, and thrive in a competitive landscape.
April 29, 2025
Latest Trends and Innovations in Financial Services – Part 1
This is part one of a two-part webinar presentation from Conetrix that focuses on the future of banking for credit unions, specifically regarding cybersecurity, regulatory changes, digital transformation and AI. The training speaks to best practices and how these new technologies are impacting/shaping the future of the industry.
April 16, 2025
Enhancing the Member Experience in a Digital World
Celeste Cook, CEO of cuStrategies, LLC explores the question, “What can credit unions do to enhance the member experience in a digital world to increase membership engagement, growth, and retention?” In an ever-increasing digital environment, credit unions must create opportunities to enhance the member experience to increase member engagement and retention. Celeste delves into creative and innovative strategies to become more relationship-focused to enhance the member experience to strengthen relationships and increase member engagement as well as attract and retain profitable members.
February 2, 2025
Using Your Credit Union’s Strength to Attract New Members in a Crowded Mortgage Market
On February 4, 2025 Jeff Lipes, President of MSIC Partners, LLC discusses how to use the strength of your credit union to increase membership in the institution.
January 30, 2025
Filene Presentation – The Future of the Movement
A presentation from Head of Research at Filene Research Institute, Dr. Jessica Gamache, who provided her insightful keynote and timely address regarding shared services at MSIC’s 63rd Annual Meeting on January 30, 2025. As part of MSIC’s focus on “The Future of the Movement,” Jessica discussed the many opportunities available to credit unions by using shared services as a path to success.
September 26, 2024
The 3 Big M’s
MSIC’s new mortgage product, TRIM (The Rate Improver Mortgage), has been rolled-out to consumers across Massachusetts! Are you ready to sign-up and be part of the program that can help to grow your millennial membership through this unique mortgage product? Jeff Lipes, President of Partners led a discussion about how membership through MSIC and the TRIM program will help member credit unions start attracting new members and originating more loans.
July 17, 2024
Introducing TRIM
MSIC’s new mortgage product, TRIM (The Rate Improver Mortgage), has been rolled-out to consumers across Massachusetts! Are you ready to sign-up and be part of the program that can help to grow your millennial membership through this unique mortgage product? Jeff Lipes, President of Partners led a discussion about how membership through MSIC and the TRIM program will help member credit unions start attracting new members and originating more loans.
May 22, 2024
NCUA’s ACET (Automated Cybersecurity Evaluation Toolbox)
CoNetrix provided an informational webinar regarding the NCUA’s ACET: an application from the NCUA that helps credit unions assess their cybersecurity preparedness. Learn the history of the ACET, what it does, how it works and how it helps you and your organization.
May 8, 2024
NCUA’s Information Security Examination (ISE) Program
On May 8, 2024 CoNetrix provided a presentation regarding the NCUA’s Information Security Examination (ISE) Program, which is a risk-based approach to examining and supervising credit unions. Topics included general info about ISE (levels, components, statements), primary areas of risk, ISE drivers, and more.
April 24, 2024
The Evolution & Impact of AI in Credit Unions
On April 24, 2024 MSIC rebroadcast a webinar from Filene about the growing adoption of AI in a business context, and specific use cases within the credit union industry. Panelists discussed AI applications including automated loan underwriting, generative AI for member servicing, recommendation systems for the member journey, and the relevant risks and ethical issues associated with the growing role of AI in everyday life. A recording of this session, as well as the slide deck are both available to our members upon request.
April 4, 2024
Increased Supervision from NCUA on Fair Lending: What to Expect
With the NCUA’s recently announced intention to increase the frequency of separate fair lending examinations, fair lending is now a supervisory priority. Robert Ellis of Spillane Consulting reviews the NCUA’s Fair Lending Examination procedures and participants will learn what fair lending-focus to expect on thier next exam, also a general discussion about the Fair Lending Program and its important data.
March 28, 2024
Fintech Transformers
On March 28, 2024 Dave DeFazio of StrategyCorps discussed how Fintech is transforming Primary Financial Institutions to Primary Financial Interactions. Participants experienced live demonstrations of the banking apps that are re-imagining the definition of PFI as Primary Financial Interactions, instead of Primary Financial Institutions, and changing consumer attitudes and banking behaviors.
December 4, 2023
Protecting Your Credit Union from Social Engineering Attacks
On December 6, 2023 MSIC hosted a one-hour virtual training session by CoNetrix Security to help teach users how to combat the recent surge in the various types of social engineering attacks, focusing on what your staff needs to know to protect themselves – and your credit union.
Topics covered in this session included:
• The anatomy and typical scenarios of social engineering attacks: phishing, spear phishing, scareware, baiting, pretexting – and more.
• Changing trends in social engineering attacks.
• Tips on how to bolster your staff and your defenses against advanced attackers.
October 24, 2023
Strategies for Executive Retirement Planning
On October 24,2023 MSIC Hosted a webinar strategy session from Baystate Financial Advisors. During this session, Baystate discussed how the C-suite can maximize executive benefits with supplemental retirement plans, and discussed solutions for long-term financial security and rewarding retirement options that will help your credit union attract and retain executive-level talent.
October 12, 2023
MSIC’s 7TH Annual Member Dinner
MSIC was happy to host MSIC’s 7th Annual Member Dinner at the Michael Jordan Steakhouse at Mohegan Sun which coincided with the Cooperative Credit Union Association’s 2023 APEX. This ever-popular annual dinner welcomed 85 guests who gathered in the spirit of good-fellowship and good food!
October 4, 2023
Effectively Using Social Media in Your Credit Union’s Marketing Strategy
On October 4, 2023 MSIC hosted a webinar presentation from PolicyWorks, a Midwest-based public relations and government affairs firm with a passion for the credit union movement. The focus of the webinar was on how credit unions should be using various social media platforms to reach current and prospective members, and forming a successful social media strategy.
September 25-29, 2023
MSIC Hosts the 2023 IADI Annual General Meeting of Members & Annual Conference
During 2022, MSIC was honored to be selected to host the 2023 IADI Annual General Meeting of Members Annual Conference in Boston. From September 25-29, 2023, 210 delegates from deposit insurers from around the world gathered at Boston’s Westin Seaport Hotel for a week of meetings centered around the theme of “Successfully Managing Systemic Risk: Deposit Insurance in a Turbulent World.” Attendees engaged in discussions and attended presentations relating to the changing dynamics of financial institutions and the after-effects of the Silicon Valley Bank and Credit Suisse crisis in March 2023.
Former FDIC Chair Sheila Bair was the keynote speaker at the Gala Dinner. The day-long conference of Thursday, September 28, 2023 featured Professor Daniel Tarullo, a former Federal Reserve Governor, and the Keynote was Martin Gruenberg, the current FDIC Chairman. All three industry leaders addressed the changing issues relating to the delivery of financial services and the threat of additional bank failures and consumer contagion in the months and years ahead.
MSIC’s President & CEO, Mike Hanson, served as Master of Ceremonies and was also the moderator of a panel centered around cooperatives.
July 17, 2023
MSIC’s Charitable Golf Tournament
MSIC hosted its 4th Charitable Golf Tournament at the beautiful Hopkinton Country Club in Hopkinton, Massachusetts on July 17, 2023 to benefit its long-time charitable partner, the Allergy and Asthma Foundation of America, New England Chapter (AAFA New England). The tournament was attended by over 60 golfers where the impressive course was well-enjoyed by all participants. Thanks to the wonderful generosity of MSIC’s member credit unions and friends, over $50,000 was raised for AAFA New England and its important mission to support individuals living with asthma and allergy-related health conditions throughout New England.
June 8, 2023
MSIC Strategy in a Rising Interest Rate Environment
On June 8, 2023, MSIC held a meeting of the MSIC Advisory Committee. Following the meeting, CEO Mike Hanson led a thorough discussion with members of the Advisory Committee about Strategy in a Rising Interest Rate Environment.
May 17, 2023
Telling the Credit Union Story
On May 17, 2023, MSIC facilitated a webinar titled “Telling the Credit Union Story” presented by Jessica Maldonado, VP of Public Affairs and Gracie Brandsgard, Director of Government Affairs, both from PolicyWorks, a Midwest-based public relations and government affairs firm with a passion for the credit union movement. Presentation topics included: the history of credit unions, the roots of the credit union industry, the impact of and opportunities presented by the community-driven work credit unions are doing, and the connection between the credit union’s philosophy of “people helping people”, and the endless potential for the continued success of credit unions and the credit union movement. Panelists also highlighted 5 ways for credit unions to effectively tell the credit union story in the digital era.
April 11, 2023
The Merger Fallacy
On Tuesday, April 11 at 11:00 AM MSIC President & CEO Mike Hanson led a discussion regarding the facts, truths and misconceptions about mergers, and the positive and negative impacts of mergers on members and the credit union industry. This webinar is part of the ongoing series addressing long-term issues for credit unions.
March 30, 2023
Managing Contagion and Building Consumer Confidence
On March 30, 2023, MSIC President & CEO Mike Hanson led a discussion regarding the recent collapse of Silicon Valley Bank failure and its impact on consumer confidence and trust. During the webinar, Mike discussed fractional banking and its reliant relationship on public certainty, the implication of uncontrolled consumer contagion, and how MSIC members should help bolster and build consumer confidence by distinguishing themselves from other financial institutions with the assurance of stability as part of the MSIC Cooperative, and MSIC’s full deposit insurance.
March 2, 2023
Government Affairs Update and Outlook with Kearney, Donovan & McGee, LLC.
MSIC presents a governmental affairs update from Kearney, Donovan & McGee, LLC. During the session, Dennis Kearney, Paul Donovan and Dan Cullinane will offer a comprehensive presentation highlighting key issues and legislative priorities for 2023.
January 26, 2023
Keynote address from FHLBB President & CEO Tim Barrett at the MSIC 61st Annual Meeting
Keynote speaker Tim Barrett, President and CEO of the Federal Home Loan Bank of Boston provided his timely views on the 2023 challenges facing the New England Mortgage Market as well as other important issues.
December 15, 2022
Managing an Aging Membership Base
MSIC presents a discussion with MSIC President and CEO Mike Hanson regarding the challenges for credit unions in managing an aging membership base. During the hour-long session, Mike leads a discussion about the obstacles credit unions face with an aging membership base, how credit unions can prepare and respond to this trend, and the opportunities presented by younger generations.
November 17, 2022
The Next Generation CUSO: Opportunities for CU Growth & Innovation
MSIC presents a recorded webinar presentation by Filene Research Director Paul Dionne of Filene Research Institute that was presented during MSIC’s Member Summit in June 2022. During the presentation, Paul discusses the opportunities and research findings surrounding CUSOs, shares his views about the future of cooperative fintech that next generation CUSOs are pushing towards – and shares why CUSOs are critical for the continued growth and success of the modern day credit union.
October 12, 2022
The Return of MSIC’s Annual Member Dinner
MSIC was delighted to host the return of MSIC’s Annual Member Dinner at the Michael Jordan Steakhouse at Mohegan Sun which coincided with the Cooperative Credit Union Association’s Annual Convention. MSIC’s 6th Annual Member Dinner welcomed 75 guests with an evening focused on fellowship, delicious food and a toast to a return to normalcy.
October 3, 2022
MSIC Charity Golf Tournament
MSIC held its 3rd Charitable Golf Tournament at Thorny Lea Golf Club in Brockton, Massachusetts, its first since the Summer of 2019. During this fun and intimate tournament of 40 golfers, MSIC celebrated another successful fundraising event with total donations of over $36,000 for the Asthma and Allergy Foundation of America, New England Chapter (AAFA New England). Many thanks to the generosity and kindness of MSIC’s members and business partners in support of AAFA New England’s important and life-saving efforts for individuals who battle asthma and allergy related health conditions throughout New England. Special thanks to MSIC Director Greg Martucci for welcoming us to his beautiful golf club.
September 28, 2022
The State of the Economy – Professor Michael Goodman
On September 28,2022, Professor Michael Goodman from the University of Massachusetts Dartmouth joined us for a review of his presentation that was recorded during MSIC’s Member Summit in June 2022. During this presentation Professor Goodman discussed the state of the Massachusetts economy including ongoing economic recovery, labor and housing markets, demographic trends and related the impact for credit unions.
August 24, 2022
How to Build a World-Class Mortgage Operation
On August 24, 2022, MSIC presented a webinar session from MSIC Partners, LLC that was recorded during MSIC’s Member Summit in June 2022. During the presentation participants heard the perspectives of key team members on mortgage lending, including a CEO, a Senior Lender, a SVP of Mortgage Services and a Director of CU Services. Following the video presentation was a live Q&A with the panel of industry leaders.
June 27-29, 2022
MSIC’s Member Summit and 60th Anniversary Celebration
With great excitement, MSIC held its much anticipated Member Summit and 60th Anniversary Celebration in June at the Omni Mount Washington Resort and Hotel in Bretton Woods, New Hampshire. MSIC’s much anticipated first in-person event in over two years was a gathering not only to discuss the issues and opportunities ahead for the credit union movement, but also a time to reconnect with peers in person. For many it was the first MSIC corporate event without a screen or phone as the means of communication. This tremendously successful and enjoyable event attended by almost 90 attendees representing 28 credit union member institutions continues to receive positive feedback and rave reviews.
November 10, 2021
State of the Economy Presentation
On November 10, 2021, MSIC was honored to welcome Professor Michael Goodman of the University of Massachusetts Dartmouth to discuss the state of the economy.
October 20, 2021
Board Succession Planning and Development
On October 20, 2021 MSIC Hosted a webinar presented by Attorney Stan Regalevski of K&L Gates LLP regarding the importance of board evaluation and succession planning, and how to structure those functions.
September 29, 2021
Successful Mortgage Strategies for 2022
On September 29, MSIC hosted a one-hour informational online-session with MSIC Partners, LLC to learn about some of the latest trends in mortgage lending, and how technology and scale can benefit credit unions of any size.
August 18, 2021
7 Ways Highly Profitable Credit Unions Calculate DEI
On August 18, MSIC presented a training session regarding the ways highly profitable credit unions calculate the value of DEI with Ronaldo Hardy of CU Strategic Planning.
July 22, 2021
Update on Current Issues in Accounting and Financial Reporting for Credit Unions
On July 22, 2021, MSIC presented a training session from Marcum LLP regarding accounting and financial reporting for credit unions.
June 22, 2021
How to Attract and Grow a Younger Membership Base
On June 22, 2021, MSIC hosted a one-hour training session presented by author Todd Romer who discussed how credit unions can deliver relevant financial education to attract new, young members and retain a younger membership base.
April 14, 2021
COVID-19 and The Economy: One Year Later
On April 14, 2021, MSIC hosted a one-hour webinar presentation by Vining Sparks Chief Economist Craig Dismuke, and Senior Vice President Michael Erhardt regarding the impact of the COVID-19 Pandemic on the economy and credit unions, one year later.
November 10, 2021
State of the Economy Presentation
On November 10, 2021, MSIC was honored to welcome Professor Michael Goodman of the University of Massachusetts Dartmouth to discuss the state of the economy.
February 24, 2021
MSIC Presents: Cybercrime and Social Engineering: The Human Hack
On February 24, 2021, MSIC hosted a one-hour virtual training session by Buckley Technology Group (BTG) to learn about various social engineering attacks and the techniques to protect your credit union.
January 21, 2021
MSIC’s 59th Annual Meeting
MSIC’s 59th Annual Meeting included a timely and informative presentation by MSIC Board Director Dr. Richard Mitchell titled: COVID-19: Virus, Disease, Diagnostics, Treatment, Vaccine… and What’s Next.
September 17, 2020
MSIC Presents: Effectively Managing Remote Teams
On September 17, 2020, MSIC presented a two-hour webinar with two of the leading experts of remote work practices: Professor Prithwiraj (Raj) Choudhury, Lumry Family Associate Professor at Harvard Business School, and Dr. Barbara Larson, Executive Professor of Management and Partnerships Director at Northeastern University, D’Amore-McKim School of Business. Professor Choudhury and Dr. Larson discussed their research relating to the unique challenges and opportunities presented by remote operations.
September 2, 2020
MSIC Presents: The Economy and Credit Unions in the time of Covid-19
On September 2, 2020, MSIC presented a webinar from Vining Sparks Chief Economist & Executive Vice President Craig Dismuke, and Senior Vice President Michael Erhardt regarding the economy, the lengthy road to recovery due to the Coronavirus, and the impact on credit unions.
March 6, 2020
Pandemic Preparedness: Are You Ready?
Just a few days before the Massachusetts state of emergency was announced, MSIC was at the forefront in preparing its credit union members for the threat of contagion, the challenges of a quarantine, and the possibility (or reality) of major losses, both in human terms and economically. MSIC hosted a one-hour conference call, Pandemic Preparedness: Are You Ready? for our member credit unions to address the ongoing outbreak of the coronavirus disease and how organizations should evaluate the potential impact on their operations. Comments were shared by MSIC President and CEO Mike Hanson and MSIC Director Dr. Richard (Rick) Mitchell, Lawrence J. Henderson Professor of Pathology and Health Sciences and Technology at Harvard Medical School, and Senior Pathologist at Brigham and Women’s Hospital in Boston, who also answered questions from meeting participants.
January 24, 2020
MSIC’s 58th Annual Meeting
MSIC held its 58th Annual Meeting in The Wharf Room of the Boston Harbor Hotel at Rowes Wharf in Boston, Massachusetts.