Setting Up Memberships for Minors: A Panel for Credit Unions

Virtual
Date

January 28, 2026

Time

02:00 PM - 03:00 PM ET

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For many credit unions, opening memberships for minors becomes more complicated than it should be.

 

Documentation requirements, compliance questions, and inconsistent internal workflows can slow everything down, often delaying youth programs that could drive real growth.

But the truth is simple: as we head into 2026, family banking is becoming a major competitive advantage. Families want financial partners that make it easy for every member (kids, teens, and parents) to participate. Credit unions that simplify minor memberships are seeing stronger deposit growth, deeper loyalty, and smoother transitions into adult accounts.

In this panel, you’ll hear directly from credit union leaders who have tackled this challenge head-on. They’ll share what worked, what didn’t, and the practical adjustments that removed friction for staff and members alike.

Join us to learn how your credit union can streamline minor memberships, stay compliant with confidence, and build family pathways that last a lifetime.

What You’ll Learn:

  • How to simplify compliance for minor memberships. Learn practical ways to handle documentation, guardianship, and verification without slowing down your team or increasing risk.
  • Proven workflows from other credit unions. See how your peers structure their processes, train staff, and eliminate the confusion that often comes with minor accounts.
  • Designing a smoother experience for families: Learn what simplifies onboarding for parents, and young members, from documentation to first interactions.
  • Turning youth accounts into long-term relationships. Understand how minor memberships can become strong pathways into teen and adult accounts, increasing retention and multi-generational loyalty.
  • Why family banking is a 2026 growth priority. Get insights into how inclusive family programs support deposit growth, engagement, and a stronger community presence.

Produced and sponsored by: 

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