Setting Up Memberships for Minors: A Panel for Credit Unions

Online Webinar:  January 28th | 2 PM EST

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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Register Your Spot

Webinar Panelists

Alexey Krasnoriadtsev

CEO, BankingON


Alexey Krasnoriadtsev is the CEO and co-founder of BankingON, a company dedicated to empowering Credit Unions and Community Banks with innovative digital banking platforms. With a career spanning decades, Alexey has focused on creating intuitive mobile app experiences that promote financial wellness and strengthen community ties. In 2006, Alexey founded Agile Fusion, a technology consulting firm that developed mobile applications for leading global brands. A collaboration with KeyPoint Credit Union in 2016 inspired his mission to help community financial institutions reduce the financial stress of their members. This led to the founding of BankingON in 2017.

Under his leadership, BankingON introduced Boucoup, a white-labeled family finance platform integrated into Credit Unions’ mobile apps. Boucoup equips families with tools for teaching children essential money skills, fostering financial literacy, and enhancing member engagement.

Alexey’s dedication to innovation and community impact has made BankingON CUSO a trusted partner for Credit Unions nationwide. 

Kerri Helm 

Senior Vice President, Channel Delivery - WECU


Kerri Helm is the Senior Vice President of Channel Delivery at WECU, where she leads the strategy and execution of member-facing channels across digital and retail experiences. With over 20 years at WECU, Kerri has developed a deep understanding of how technology, service design, and frontline operations come together to create exceptional member experiences.

She previously served as Director of Digital Products, where she oversaw WECU’s digital roadmap and delivery of new products and experiences. Prior to that role, she held leadership positions across the organization, including Regional Retail Manager for the Contact Center, Member Service Manager, and Assistant Branch Manager, building on foundational experience as a Teller and Loan Officer.

Her background gives her a unique ability to bridge frontline realities with digital innovation, helping WECU deliver experiences that feel modern, consistent, and truly member-first.

Malori Schlosser

Vice President, Operations - WECU


Malori Schlosser is the Vice President of Operations at WECU, where she leads operational strategy and ensures consistent, member-centered experiences across digital, retail, and support channels. During her seven years at WECU, Malori has played a key role in transforming operations, strengthening internal workflows, and elevating service delivery across the organization.

Her previous roles include Product Manager for Digital Services and Director of Retail Operations, giving her a unique blend of digital, operational, and frontline expertise. Malori’s background allows her to bridge strategic planning with hands-on execution, helping teams deliver smoother and more reliable member experiences.

She is also a frequent industry speaker with Future Branches, where she shares insights on operational excellence and delivering stronger member experiences