Credit unions face a wide range of operational disruptions that can threaten employees, facilities, members, financial systems, and service delivery. The tabletop exercises below allow credit union leadership teams to practice responding to realistic crisis scenarios, including cyber incidents, natural disasters, facility emergencies, and operational disruptions.
Browse downloadable Conduct-It-Yourself tabletop exercises designed for credit unions and member-focused financial institutions. These ready-to-run scenarios help leadership teams strengthen crisis decision-making, coordination, communications, and operational resilience during disruptive events.
Credit unions trust Attainium to design and facilitate custom tabletop exercises that strengthen resilience, protect member trust, and align with NCUA/FFIEC expectations - from member services and branch operations to payments, communications, and vendor dependencies.
Learn about Custom Credit Union Exercises → (Need a lower-cost option? See the Conduct It Yourself Tabletop Exercises below.)
Conduct It Yourself™ Tabletop Exercises are highly interactive tabletop exercises designed for you to conduct. Scenarios put your participants in the throes of real-life disaster situations as they unfold. Participants will make the critical decisions - and deal with the consequences of those decisions.
Conduct It Yourself Tabletop Exercises include an exercise overview, how-to instructions, forms, a script, and a ready-to-run PowerPoint slideshow with all the incidents, scenarios, and guidelines for post-exercise debriefing and discussion.
Prefer a professionally designed, developed, and delivered exercise? Learn more about our Custom Credit Union Tabletop Exercises.
Overview: A cyber attack disrupts systems, threatens member data, and forces immediate response decisions. Credit union leadership must manage containment, communications, and regulatory considerations while maintaining critical operations.
Exercise Focus: Cyber Incident Response, Crisis Management, Communications
View Cyber Crime Tabletop Exercise Details...
Overview: A widespread pandemic disrupts staffing, operations, and member services over an extended period. Credit union leadership must manage workforce impacts, maintain critical services, and adapt to evolving conditions.
Exercise Focus: Business Continuity, Workforce Disruption, Operational Resilience
View Pandemic Tabletop Exercise Details...
Overview: A major earthquake damages facilities, disrupts operations, and creates immediate safety concerns. Credit union leadership must protect staff and members, assess impacts, and coordinate response and recovery efforts.
Exercise Focus: Emergency Response, Business Continuity, Operational Recovery
View Earthquake Tabletop Exercise Details...
Overview: An external threat or hazardous condition requires immediate shelter-in-place actions. Credit union leadership must protect staff and members while maintaining situational awareness and coordinating response efforts.
Exercise Focus: Life Safety, Emergency Response, Communication
View Shelter-in-Place Tabletop Exercise Details...
Overview: A suspected internal fraud or deliberate act of sabotage threatens financial integrity, systems, and trust. Credit union leadership must investigate, contain risks, and manage operational and reputational impacts.
Exercise Focus: Incident Response, Internal Controls, Reputational Risk
View Fraud & Sabotage Tabletop Exercise Details...
Overview: A catastrophic train derailment near the credit union's facility causes an explosion, injuries, power loss, and immediate shelter-in-place or evacuation decisions. Leadership must protect staff and members, manage communications, and plan for operational disruption while the incident unfolds.
Exercise Focus: Emergency Response, Shelter-in-Place, Evacuation, Initial Operational Recovery
View Train Wreck Tabletop Exercise Details...
Overview: A nearby gas main explosion damages the credit union’s facility, causes injuries, and forces immediate evacuation. Leadership must protect staff and members, coordinate communications, and begin planning for operational disruption and recovery.
Exercise Focus: Emergency Response, Evacuation, Initial Operational Recovery
View Gas Main Explosion Tabletop Exercise Details...
