Ensure your membership has a solid understanding of their finances to keep them financially sound. In today's economic environment this is even more important. This webinar will highlight the importance of being financially literate and give you the tools necessary to set up training for both your members and your employees.

Archived CUNA Webinars enable staff to pick up new skills and keep up with daily responsibilities. Viewing a archived webinar will enable you to see and hear a presentation, questions of the instructor, and refer to handouts. You need only a computer with an Internet connection and speakers. If you have a computer projection screen, it's easy to provide this training to a whole roomful of staff!

Use our 90- to 120-minute archived webinars as part of a full day of training by gaining knowledge and ideas at the webinar, then spend some time discussing how the new information applies to your credit union.

A single session archived webinar will be made available usually within 48 hours of the live event and a two session archived webinar will be made available within 48 hours of the conclusion of the second session. By registering for this archived webinar, you will receive unlimited access until the end date listed above. No access to this archived webinar is provided after the end date listed above.

Attend this webinar live on July 28, 2009

Access this archived webinar

Through this webinar you will focus on these four topics:

1. Financial Education - Why You Should Get Involved

• Explore today’s membership realities
• Identify whether to tell vs. to sell, that is the question
• Learn how to become an advocate for your members' well-being

2. Ensure Your Internal Members are Financially Literate

• Identify financial myths about your employees
• Discover the benefits of having a financially literate workforce

3. Learn How to Get Your Credit Union Started

• Explore how to use the ACT model to create financial education programs: A – Assess, C – Commit, and T – Transfer

4. Tools & Resources

• Review best practice examples
• Gain partner resources
• Identify web resources
• Learn about materials and publications

This webinar is beneficial for branch office management, branch office staff, education and training staff, and anyone involved in creating training opportunities for credit union staff and members.

Affiliation with CUNA/League is required for attendance.

Claudine Oriani

Claudine’s credit union affinity began in 1993. She has worked for an industry software vendor, CUNA Mutual, and a mid-sized Oregon credit union. She now partners closely with CUNA, CU Conferences, state CU associations, along with individual credit unions to develop their greatest asset; human capital, by designing, and delivering training and development programs.

As the chief creative officer of her company; As If Productions, she customizes comprehensive and entertaining presentations on topics such as:

• Becoming Your Members’ Financial Advocate
• Branding, Business, and Community Development
• Coaching Employees Toward Excellence
• Effective Communication Skills
• Employee Engagement/Acculturation
• Designing and Delivering Impactful Financial Literacy Programs
• Negotiations: “Getting to the Win/Win”
• Sales/Service Excellence
• Strategic Planning and Implementation

Claudine’s primary objective when executing learning programs is to support a CLEAR knowledge-transfer process: C – Creative and concise, L – Learner-focused, E – Engaging, A – Actionable, and R – Relevant.

The last day for cancellations was July 27, 2009. Substitutions are accepted anytime prior to July 28, 2009 at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing.