Annual Meeting Planning Tips

If you’ve just been handed the responsibility for organizing your credit union’s annual meeting, you may be thinking, “where do I start?” You’re probably already searching madly for reference materials and making “to-do” lists. To put you on the path to a successful event, your colleagues at credit unions and leagues nationwide contributed these annual meeting planning ideas.

It pays to plan ahead Resources Place – location, food, meeting arrangements Marketing and publicizing your event Annual report Your people make the difference Planning the agenda Checklist of promotional items and meeting supplies

For information about CUNA's line of annual meeting materials, call 800-356-8010, press 3 or see the Web site at

Two weeks before the event

Soon after the meeting

Special thanks to

Virginia Cosgriff, Pennsylvania Credit Union League
Amy Crowe, CUNA Credit Union
Karen Deas, South Carolina Credit Union League
Delaware Credit Union League
Cassandra Grayson, Florida Credit Union League
Marian Kenworthy, Idaho Credit Union League
Audrey Kroll, North Dakota Credit Union League
Randy Maas, South Dakota Credit Union League
Marilyn Pearson, Utah Credit Union League
Carolyn Ricks, Louisiana Credit Union League
Alice Smith, Delaware Credit Union League