Diversity, Equity & Inclusion Services Overview

Each credit union is unique in its community, membership and DEI journey. That's why there are a variety of options across a range of DEI topics to explore, including multicultural business strategy and workforce belonging. Our experienced DEI advisors can help assess your current efforts and guide a plan to activate or accelerate them, tailored to your specific credit union needs and resources.

We know from first-hand experience that DEI is not something you put on a checklist - it needs to be built into the fabric of your company - part of your policies, practices, values and culture. It takes commitment, resiliency and purpose.

Robert N. Trunzo
President & CEO
CUNA Mutual Group

Our Diversity, Equity and Inclusion Services Offering

Marketplace & Membership Assessment


The assessment takes a deep look at the market you serve and your membership.

The Inclusion Institute


The Inclusion Institute provides a critical foundation that can dramatically improve all of your subsequent DEI practices.

DEI One-On-One


A great way to scope DEI and multicultural business strategy efforts or identify impactful next steps.

Presentations


These 1- to 3-hour interactive presentations, for large or small groups, are available on a variety of DEI topics.

Workshops


Workshops are a powerful way to learn and move forward by digging deeper into different DEI areas.

Marketplace & Membership Assessment

Refine your multicultural business strategy

The assessment takes a deep look at the market you serve and your membership. This evaluation examines data points such as ethnicity, age, and geographic proximity in order to generate insights that will refine your overall DEI strategy.


The Inclusion Institute

Find the "why" behind your DEI efforts

The Inclusion Institute provides a critical foundation that can dramatically improve all of your subsequent DEI practices.

  • Six-week experience including a two-hour session each week
  • Recommended for credit union teams of 15-20 people with high levels of interaction, such as boards, leadership teams, or functional units

Attendees have reported that the Inclusion Institute experience helped improve their ability to:

  • Understand the concept of race and the history of racism in the U.S.
  • Extend the concept of systemic discrimination to other aspects of identity
  • Grow self-awareness and understand one's own identity
  • Have genuine, and often difficult, conversations about DEI to help promote healing
  • View DEI as a personal and institutional transformation — not just transactional training
  • Make the commitment to do the long-term work DEI requires

DEI One-On-One

Activate your journey

Connect with CUNA Mutual Group DEI advisors in an individualized session to kick-start or accelerate your DEI journey. A great way to scope DEI and multicultural business strategy efforts or identify next steps.


Presentations

Educate your team and inspire action

These 1- to 3-hour interactive presentations, for large or small groups, are available on a variety of DEI topics, including:

  • Transformational DEI: A holistic approach for lasting change
  • Developing a multicultural strategy
  • Creating an inclusive and equitable employee environment
  • Measuring the impact of DEI in your credit union and community

Workshops

Move from insight to action

Workshops are a powerful way to learn and move forward. Each one-day workshop covers a specific DEI or multicultural business strategy topic, then moves into discussion of co-creation of tactical next steps with your team. The program includes four hours of formal follow-up and check-ins as your credit union refines your efforts.

Ready to Learn More?


Shared Experiences

At CUNA Mutual Group, we're on our own DEI journey and have learned a lot along the way. We want to share those experiences-real life examples of what has worked and where we faced challenges. We will never claim to be experts, but are committed to advancing DEI and continuing to learn and share those lessons with you, our credit union partners.

Together, we can create an equitable and inclusive future for credit unions, members, and communities.

Employee group photo with Robert Trunzo

Where We Stand on Social Justice

Check out CUNA Mutual Group’s stance on DEI and how we foster an inclusive environment.

CU DEI Collective Logo

CU DEI Collective

As a founding member, we're proud to stand in with our credit union partners.

CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Corporate headquarters: 5910 Mineral Point Road, Madison WI 53701
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