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

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 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 7, 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.