1. Reaching Out to Untapped Markets Cooperative Finance Leadership Program for America A Fellowship Program for New And Emerging Credit Union Leaders Federation 2013 Annual Conference Baltimore, MD

2. CFLA Overview Innovative pilot program to cultivate future leaders of the credit union movement. Program will recruit, train and support fifteen (15) new and emerging professionals to be placed in leadership positions in credit unions. Credit unions will gain a new source of talented, diverse staff drawn from among recent college graduates, graduate students, returning veterans and displaced financial workers. 2013 Annual Conference : Financial Inclusion Through Cooperative Finance

3. Background Need for new and emerging leaders in the traditional and community development credit movement Average age of CU member- 47 Average age of CU employee- 42 Average age of CDCU employee- 60 Credit unions are “service rich but technology poor” Growth in membership stagnant Renewed interest in economic justice issues- Occupy Wall Street Movement 2013 Annual Conference : Financial Inclusion Through Cooperative Finance

4. CFLA Pilot Recruitment of 15 fellows for to work in credit unions Six-month paid fellowship Bring energy, strong skills and fresh perspectives into the CU movement Intensive training program to include a two-week summer institute, mentoring program and on- going support 2013 Annual Conference : Financial Inclusion Through Cooperative Finance

5. CFLA Fellows Recent College grads Graduate students Returning Veterans Displaced financial workers 2013 Annual Conference : Financial Inclusion Through Cooperative Finance

6. Introduction to Credit Unions and the Cooperative Culture Credit Union Innovation and Technology Credit Union Leadership Development Credit Union Advocacy Ethics and the Credit Union Movement Financial Statement Analysis Overview of Community Development Lending Micro-enterprise and CDCUs Peer Analysis & Forecasting Regulatory Compliance: Introduction and Overview Asset/Liability Management Risk Management and Internal Operations CDFIs: What are they and the impact on Credit Unions Strategic Planning: Overview Fundraising Product Development & Pricing Strategic Planning III: Emerging Market Review Strategic Planning IV: Membership Development Developing a Strategic Marketing Plan Community Development: Developing Partnerships Training Curriculum 2013 Annual Conference : Financial Inclusion Through Cooperative Finance

7. Selection Criteria Bachelor’s degree Demonstrated leadership ability Strong Communication skills Commitment to Coop finance Targeted skills in one or more of the following items: IT, including database systems, network administration web design/management Finance and accounting Loan analysis/underwriting Marketing, communications and social media 2013 Annual Conference : Financial Inclusion Through Cooperative Finance

8. Application Process Application for both credit union and fellow Due Date: June 15 th Credit Union Applications: 2 Step Process Step 1: Complete written application (www.cdcu.coop)www.cdcu.coop Step 2: Phone interview to develop and/or define action plan for fellow Fellow Applications: 4 Step Process Step 1: Complete written application with essay (www.cdcu.coop) Step 2: Phone and/or in-person interview Step 3: Interview with credit union Step 4: Attend 2-week training Institute 2013 Annual Conference : Financial Inclusion Through Cooperative Finance

9. Terms of Employment Stipend of $2,000 per month, half provided by the credit union and half provided by CUs participating in the program. Travel stipend to attend in-person training Credit union will provide medical insurance 2013 Annual Conference : Financial Inclusion Through Cooperative Finance

10. Ongoing Support & Professional Dev. Fellows will have a one-on-one call each week and monthly conference calls Attend a mid-fellowship retreat Assigned a mentor in their region who does not work at the participating CU Federation staff will visit each fellow at their workplace at least once 2013 Annual Conference : Financial Inclusion Through Cooperative Finance

11. Questions ??? For Additional Information Contact Pamela Owens Vice President, Programs (212) 809-1850, ext. 215 powens@cdcu.coop 2013 Annual Conference : Financial Inclusion Through Cooperative Finance