This recorded event is available until December 6, 2013. 

 

Determine what is most important to effectively measure and track to encourage appropriate sales focus. There is an old, true management adage that says "you get what you measure." Credit unions aren't running short of items that COULD be measured but what SHOULD you measure?

 

Topics covered include:

• To understand "line of sight"
• How to differentiate "tonnage versus results"
• Common metrics for branches, lenders, call centers
• What and how to report when sharing results

Who Should Attend

This webinar is designed for sales & service directors, VP operations, member service professionals, executive team members and retail directors. Affiliation with CUNA/League is required for attendance.

 

Additional webinars in this sales webinar series include:

• July 25 - Strategic Sales Planning
• September 19 - The Role of Effective Sales Managers
• October 24 - Developing Effective Incentive Programs
• November 28 - Three Phases of Sales Culture Development

Paul Rober

Paul has been helping financial institutions drive their retail growth strategies for over 20 years. Paul is the chief consulting officer for FI Strategies, LLC, a private consulting company that works with credit unions to maximize their efficiency and performance. Through a highly consultative approach to solution-design, Paul uses proven tools and techniques to thoroughly assess the critical performance needs of his clients, establish clearly defined goals and objectives, and develop and implement improvement programs that have a substantial and lasting impact on the credit union's productivity and profitability.

Live Session

This is a recording of an event held August 28, 2012. View upcoming events.

CUNA is a leading provider of webinars to the credit union movement. CUNA recorded events allow you to see and hear a presentation and refer to handouts. Attendees also have access to the speaker contact information for asking questions. With topics spanning all credit unions business areas, CUNA Training Bundle provides unlimited access to all live and recorded CUNA webinars, eSchools and audio conferences for all staff, managers and board members.

Accessing Your Recorded Event

You need a computer with Internet connection to participate.

Recorded events are available within 48 hours of the live event. Recorded events can be accessed by anyone at your credit union by logging into My Programs using your CUNA website username and password.

Discounts

Discounts may apply. Your final price will be visible at checkout. Only one discount available per registration.

100% Guarantee

CUNA is committed to providing a quality learning experience. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.

Cancellations

After registration, recorded events can be accessed by anyone at your credit union by logging into My Programs using your CUNA website username and password. Recorded events are available within 48 hours of the live event.