Many credit unions exhaust significant time and effort developing strategic plans only to realize later that their tactical plans are driving the wrong behaviors and producing the wrong results. To truly build long-term and profitable relationships with members you need front line execution that is aligned with the credit union’s desired outcome. This session will introduce you to the many cultural components necessary to create an aligned culture.

In this session, you will learn to:

• Integrate your strategic objectives with individual and team action plans across the credit union
• Align your front-line relationship building efforts with your credit union’s growth strategy
• Create a leadership and coaching process to keep efforts focused on the desired result
• Institute a process for holding employees accountable for their production
• Thoroughly assess the current state of your credit union’s sales and service culture

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 February 15, 2012

Access this archived webinar

This webinar is designed for head of retail, COO, HR Director and Sales and Service Director

Affiliation with CUNA/League is required for attendance.

Paul Robert

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.

The last day for cancellations was February 14, 2012. Substitutions are accepted anytime prior to February 15, 2012 at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing.