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First Carolina Corporate expects record brokerage year

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GREENSBORO, N.C. (11/14/12)--First Carolina Corporate CU, Greensboro, N.C., expects a record-breaking performance from its brokerage program after partnering with Protective Securities earlier this year.

The corporate has trades of nearly $200 million in securities through October.

The partnership has provided First Carolina access to a wider selection of securities and allowed it to be more price competitive, the corporate credit union said.

The brokerage relationship has allowed the corporate to grow its accounts and add staff to handle increased business, said Fred Eisel, senior vice president/chief investment officer of First Carolina and a registered Protective Securities representative,

"Protective Securities has an online Advisor Portal, which makes areas such as trading, compliance training, settlements and commission statements very efficient," he said. "Members like the wide variety of bonds, and due diligence is easier for them. It's a large, extremely well capitalized firm backed by a large parent company, Protective Life."

CUNA World-Class Service Leadership Institute in May (11/13/2012)

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MADISON, Wis. (11/14/12)--CUNA World-Class Service Leadership Institute, to be held May 20-22 at The Ritz-Carlton, Denver, will offer insights into techniques for improving credit union service culture, says the Credit Union National Association. 

The institute will use the hotel and its staff as the focal point of its curriculum. Attendees will hear the first-hand accounts of The Ritz-Carlton's service elite, and during their stay, see those same service principles implemented. Professionals from all levels of credit union operations attend the institute every year to improve their member service techniques and learn from industry experts.

Sessions and topics covered include: Examinations of the current state of service in America, developing leaders rather than managing employees, and behind-the-scenes insights into the Ritz-Carlton's approach to cultivating high service standards.