February 2024 Newsletter


A Note From Our Chair

Lily Newfarmer

It’s our first eNewsletter of the new year, and I hope 2023 was a successful year for all and that 2024 is off to a great start!

CUWLA had another good year, thanks to your participation and hard work, and we’re excited to share the progress we’ve made with you during our 3rd Annual Meeting, details shared below.

We’re excited to be hosting a CUWLA Member Meet-up at the GAC on Sunday, March 3rd, at the Residence Inn from 5:30 p.m. to 7:30 p.m. I know how crazy all of our schedules can be during the GAC, but please carve out time to stop by to say hello. We can’t wait to see you!

As mentioned in last quarter’s newsletter, CUWLA, in partnership with Filene Research Institute, is participating in an Innovation Group study focusing on utilizing Filene’s innovation methodology to identify solutions around the succession planning issues facing many small credit unions. Twenty CUWLA members assigned to 5 different groups have started this work with Filene and we’re really pleased and excited about the progress, so far. We will be presenting our findings, and hopefully solutions to this issue, during our conference in September.

This is the perfect segue for my next topic, Linda White, CUWLA’s Executive Director (for those of you who didn’t know) has been working hard to bring you another fantastic, worthwhile CUWLA conference with an amazing lineup of speakers who will be addressing topics critical to you and your credit unions.

The 3rd annual CUWLA coaching program will be launching soon with some terrific coaches – all highly regarded female credit union leaders. This free executive coaching program, created specifically for CUWLA members, is a member benefit. Space is limited, so be sure to act quickly if you would like to participate!

We’ll also be offering members an opportunity to attend a free virtual workshop provided by the National Credit Union Foundation in May—details will be out soon!

Finally, I am extremely grateful to you all – 222 strong and growing! Ladies, we are each strong in our own right, but together we are a force to be reckoned with! Not only is the work we are doing to support and help one another inspiring and heartwarming, but the work we’re doing to advocate for smaller credit unions will leave a lasting impact on the credit union movement as a whole. So, kudos to you all, and well done!

Wishing you all well. Please be safe, be kind, and be your best self!




RECAPS: We’ve had some great discussions over the last few months on the Focused Discussions, which are topics that are presented by a couple of members sharing their experience, and the Power Hour, which is presented by a sponsor on a current topic that applies to most if not all of our members. Recap and recordings are located in the Docs & Files section of the MEMBER CONNECTION.

Coaching details and application link will be live on the website by the end of this month.

GAC Member Meet-up: CUWLA will be hosting a member meet-up during the GAC on Sunday, March 3rd from 5:30 to 7:30 at the Residence Inn located across from the Convention Center. The invite will be posted in the MEMBER CONNECTION.

Annual Meeting: The 3rd Annual Meeting will be held Wednesday, April 3rd at 10:00 am CST, the time of the morning Meet and Greet. Notice and Call for Nominations has been emailed and is in the MEMBER CONNECTION. The registration link is in the Schedule section of the MEMBER CONNECTION.

Conference: Get ready for the 3rd annual conference on September 22 – 24, 2024 in Madison, WI at the TruStage Lighthouse Conference Center. There will be a pre-event on the morning/afternoon of Sunday, September 22nd. Invite will be sent separate from the registration link. Register today!


Get To Know Danielle

Let’s get to know each other better! Every quarter, we shine a spotlight on one outstanding member, sharing their journey, insights, and experiences.

Name: Danielle Chatfield-Beres

CU: State Highway Patrol FCU, Ohio

Asset Size: $83M

Membership: Single SEG – Ohio State Troopers and Highway Patrol personnel

Year became a CEO: 2022

Years in the CU industry: 30

How did you get introduced to credit unions? My father worked in credit unions his whole career. I was fortunate to learn about the broad reach of credit unions through his work in the US and through the World Council of Credit Union.

What keeps you in credit unions? The daily opportunities to help our members improve their financial lives.

Family: I am married with two amazing kiddos who keep us on our toes.

Pets: One furbaby doggo named Neville.

Hobbies: Reading, volunteering, and escape rooms with the family.

Something about me that might surprise you: I was lucky enough to live in Anchorage, AK for about 10 years when I was growing up.


Mark Your Calendars

Exciting events are coming your way—we hope to see you there!

A special thank you to CUNA and TruStage for their support of CUWLA.