Process Optimization - Merging Operational Efficiency with Sales and Service webinar

Overview
Speakers
Also Available
About CUNA
Webinars

EW032013

Mar. 20, 2013 12:00 - 1:00 p.m. CT

Remove barriers faced by sales and service staff when working with members and each other. FI-Strategies has surveyed thousands of credit union employees about their ability to provide top notch sales and service results, and the most frequent complaint from them is the inability to spend time with members due to cumbersome or archaic operations processes. This session will show you what is being done in leading credit unions to free time for their staff to interact with members:

Operations - sales obstruction or enhancement?
How to determine if your operations are impeding your results
Actions that can be taken to give your member contact people more time to interact with clients
Client case studies

Who Should Attend

This webinar is beneficial to CEOs, CFOs, COOs, VP Operations, VP Member Services and Head of Retail/Sales.

Affiliation with CUNA/League is required for attendance.

Buy Now Schedule

Buy Now $219.00

Please view cart for pricing
and product options

EW032013

Mar. 20, 2013 12:00 - 1:00 p.m. CT

Denny Graham

Denny is the founder, president and CEO of FI Strategies, LLC. Though he has an amazing background in financial services ' both as a practitioner and consultant ' his real strength is the ability to facilitate, listen and propose practical solutions. He applies a unique combination of experience, interpersonal skills and sense of humor to craft a solution for each client.

His background includes:

National sales manager and director of Credit Union Operations for Schneider Sales Management
President and CEO of the Institute of Financial Education, a not-for-profit financial institution education foundation serving over 1,000 financial institution clients
Director of Financial Institution Sales and Management Team Member of Bank Administration Institute, the premier financial institution conference and education provider
Senior vice president of Consumer Banking, and member of the management committee for a $1.5 billion thrift with 30+ branches
Senior vice president of human resources for a financial institution with 650 employees and an HR/Training staff of 15
Performed virtually every customer contact position in financial services - teller, CSR, loan officer, outside sales person, licensed rep, training manager, sales manager
Consultant to over 200 financial institutions ranging from a $40 million credit union to a $25 billion bank
A popular speaker at national and state conferences of financial institutions on sales, strategic and HR topics
A long term faculty member of CUNAs Branch Management Institute
An industry expert and the author of three early white papers-o- for CUNA Councils on the implications of balanced scorecards in sales and overall strategy, human resources, and finance.

Buy Now Schedule

Buy Now $219.00

Please view cart for pricing
and product options

EW032013

Mar. 20, 2013 12:00 - 1:00 p.m. CT

Recorded Event

All live event registrations include credit union access to the recorded event. You may also purchase the recorded event separately. Click here to see more about purchasing the recorded event.

Recorded events can be accessed by anyone at a registered credit union through My Programs.

Buy Now Schedule

Buy Now $219.00

Please view cart for pricing
and product options

EW032013

Mar. 20, 2013 12:00 - 1:00 p.m. CT

CUNA is a leading provider of webinars to the credit union movement. Just like face-to-face classes, CUNA webinars allow you to see and hear a presentation, ask questions of the speaker and refer to handouts. With topics spanning all credit unions business areas, CUNA Training Bundle affordably provides unlimited access to all CUNA webinars, eSchools and audio conferences for all staff, managers and board members.

Registration includes credit union access to the recorded event through My Programs.

Connecting to Your Webinar

CUNA webinars use Adobe Connect to provide an interactive and convenient online learning environment. Whether you are a first-time Adobe Connect user, or simply need a refresher, take a short tour. You'll learn how to effectively interact with the speakers and your peers during live webinars.

You need a phone and computer with Internet connection. Event connection details will be emailed to registered attendees 24-48 hours prior to the event. If you register for an event on the day it is being held, please call 800-356-9655, ext. 4249 or for assistance.

Recorded Event

All registrations include credit union access to a recording of this event. Recorded events are available within 48 hours of the live event. Recorded events can be accessed 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

Cancellations received in writing (via fax 608-231-4327) before the end of business on March 12, 2013 are eligible for a refund of the amount paid minus a $30 administrative fee. No refunds will be granted for cancellation requests received after March 12, 2013. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.

Contact Us

Not finding what youre looking for? Submit your topic suggestion or question.

Buy Now Schedule

Buy Now $219.00

Please view cart for pricing
and product options

Questions? Contact Us