Strategic Sales Planning webinar (recorded)

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AW1072512

Jul. 25, 2012 - Dec. 5, 2013

This recorded event is available until December 5, 2013.

Validate the effectiveness of your sales plans and drive bottom-line results for your credit union. Like any other component of credit union business, you'll be more effective if you have a well-defined strategy for sales that mirrors the credit union's overall strategy. To do this, you need to focus sales efforts on high-gain activities that will help generate revenue and positively impact the overall goals and objectives of your credit union.

This session will illustrate what you should consider in developing a strategic sales plan, including:

Alignment with the credit union's strategic plan
Target markets
Value proposition
Competitive differentiation

Additional webinars in this sales webinar series include:

August 28 - Effectively Measuring and Tracking Sales
September 19 - The Role of Effective Sales Managers
October 24 - Developing Effective Incentive Programs
November 28 - Three Phases of Sales Culture Development

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.

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Buy Now $219.00

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AW1072512

Jul. 25, 2012 - Dec. 5, 2013

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 CUNA's Branch Management Institute
An industry expert and the author of three early "white papers" 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

AW1072512

Jul. 25, 2012 - Dec. 5, 2013

Live Session

This is a recording of an event held July 25, 2012. View upcoming events.

Buy Now Schedule

Buy Now $219.00

Please view cart for pricing
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AW1072512

Jul. 25, 2012 - Dec. 5, 2013

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

The last day for cancellations was July 24, 2012. Substitutions are accepted anytime prior to July 25, 2012 at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing.

Buy Now Schedule

Buy Now $219.00

Please view cart for pricing
and product options

AW1072512

Jul. 25, 2012 - Dec. 5, 2013

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.

Buy Now Schedule

Buy Now $219.00

Please view cart for pricing
and product options

Questions? Contact Us