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Working Groups

Review the working group charter and complete the form if your are interested in joining a working group.

Working Group Charter

A Working Group (WG) is comprised of credit union and vendor representatives that come together to achieve a specific deliverable objective, such as building a specification for a particular application or transaction set (e.g., PFM), or to produce a deliverable that further advances the goal of CUFX industry adoption.

Mission Statement

The mission of a WG is to create and develop a specific CUFX deliverable in an industry agnostic manner to advance CUFX for the benefit of the entire Credit Union Industry.

There are three facets to this mission:

Generate standards and or other forms of deliverable that are open, vendor agnostic, comprehensive and easily consumable by the cores, credit unions and vendors.
Work collaboratively within the WG, the Architecture Committee, credit unions and outside experts as needed.
Contribute your experience, insights and knowledge in a collaborative environment for the benefit of the entire Credit Union Industry.

Join a working group!

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Participant Requirements and Qualifications

Participation in a Working Group indicates a serious commitment to the CUFX cause and requires all of the following:

Ability to meet up to 2 times per month via web session.
Ability to dedicate up to 2-3 hours per month but occasionally more
Commitment and support of the participant’s immediate supervisor and the organization as a whole
Attend 75% of meetings
Meet due dates for commitments / deliverables.
Following relevant discussion topics, meeting minutes, documentation, and e-mails

Skills/Experience

Subject Matter Expert or development lead for the function of the given WG (i.e., New Member Application, Online Banking).
Possess knowledge of quality standards, legislation and best practices.
Ability to formulate and clearly communicate ideas to others, both verbally and in writing.
Flexibility and quick response/follow-up.
Collaboration with others to define the requirements and specifications.

Reporting

The WG will report to and get direction from the CUFX Project Manager in coordination with the CUFX Architecture Committee (AC) and CUFX Steering Committee.

Participation

Qualified individuals may become members of a WG at any time during the group’s existence.
There is no limit to the number of individuals an organization can have in a given WG at a time. A lead will be appointed to facilitate the group’s efforts.
Members are welcome and encouraged to continue participation on a WG and are asked to recommit for each deliverable.
Members may participate on more than one WG, participation in 3 or more capacities is highly discouraged.

Duration

Members participate in a WG until the group closes or the member resigns via written notification to the WG lead or CUFX Project Manager. The typical time period for a Working Group project is 6- 9 months.

Meetings

The WG meeting plan is coordinated among the members to determine the best time slots to accommodate member schedules and time zones.
Meetings are typically held twice a month for one hour.
Face to face project kickoff meeting(s), if needed.
Impromptu meetings (face to face or by telephone) as needed to investigate specific issues, follow up on action items.

References

For additional details see CUFXStandards.com or the CUFX Framework document.

Active CUFX Working Groups

Team Bona Fide - Technical working group

On going development, support and review of CUFX Specification updates
Meetings held one to two times a month as needed.

Hollywood Squares - Business Development work group

On going CUFX business and adoption support (non technical)
Meetings held one to two times a month as needed.

Credit Union Financial Exchange

David LaCroix
Standards Manager (and Enthusiast)
Phone: (719) 641-6786

Email David LaCroix