It is essential that we plan out, prepare for and track all of our efforts. In this webinar,
participants will learn how to develop a workable business plan, develop goals that align with their credit unions strategic objectives and learn how to measure, track and present their efforts.

At the end of this webinar, you will leave with a proven and tried business development business plan, a thorough understanding of what and how to track and ideas for starting or improving a community partner program.


This event is produced by the CUNA Center for Professional Development and endorsed by the CUNA Marketing & Business Development Council.

Just like in face-to-face classes, CUNA Webinars allow you to see and hear a presentation, ask questions of the instructor, and refer to handouts. You need only a speakerphone and computer with Internet connection. With a computer projection screen, it's easy to provide this training to a whole roomful of staff! When you register for an event, the connection information will be e-mailed to you 24-48 hours before the event. If you are registering for an event the day it is being held, please call 800-356-9655, ext. 4249 or e-mail training@cuna.coop for assistance.

Did you know...in addition to attending this event live, your tuition includes six months of unlimited access to the archived (recorded) event within 48 hours of the live event for your entire credit union. See the archived events available to you and your credit union.

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 presenter and your peers during live webinars.

Can't attend at this time? Click here for the archived version.

This webinar is designed for credit union marketing staff.

Affiliation with CUNA/League is required for attendance.

Josh A. Allison, CUDE
Josh is the founder and chief ideator for Think Café, a credit union consulting company. When not consulting and speaking, you can find him fighting hard for our movement alongside you as the relationship development manager at Horizon Credit Union. From classroom to conference, Josh is a passionate public speaker who has been invited to present on a number of topics relating to youth outreach and relationship management. He has played an instrumental role in the evolution of Horizon's business development department - changing both the message and method to involve a branch-driven strategy.

Mr. Allison has assisted his credit union in being recognized for a number of awards including: the Junior Achievement Volunteer of the Year Award (2008), the Central Valley School District Meritorious Service Award (2009), the Moses Lake School District Excellence Award (2010), the WCUL Dora Maxwell Social Responsibility Award (2009), the WCUL Desjardin Award (2010) and an Honorable Mention for the national Desjardin Award (2010). He has also been cited in the Credit Union Times for his youth financial literacy efforts.

A Washington State native, he currently serves as the Eastern Washington vice chair of the Washington Credit Union League Youth Development Council (WCUL YDC) and as a Board of Director for Communities in Schools (CIS). Additional community involvement includes graduation from Leadership Spokane (a year-long program devoted to fostering servant leadership), the National Youth Involvement Board (NYIB), certification as a Credit Union Development Educator (CUDE) and church membership at Valley Real Life.

Cancellations received in writing (via fax 608-231-4327) before the end of business on September 10, 2012 are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted for cancellation requests received after September 10, 2012. 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.