Creating Member Loyalty

Creating Member Loyalty^TM

Training Events


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Join us for an upcoming workshop designed for credit union leaders looking for solutions to support and advance their sales environment. Opportunities include complimentary webinars which provide an overview of the skills, processes and strategies in Creating Member Loyalty, trainer certification sessions for credit unions with active License Agreements, and Change Management Workshops to help managers prepare for and understand organizational change.

Creating Member Loyalty; Advancing Sales Effectiveness in Your Credit Union
Trainer Certification Sessions
Change Management Workshop

For more information on these training options call 800-456-0543.

Creating Member Loyalty; Advancing Sales Effectiveness in Your Credit Union

This complimentary webinar includes an in-depth preview of the skills, processes and strategies in Creating Member Loyalty. We'll explore opportunities to differentiate your credit union through active sales and service efforts. We'll focus on transitioning activities from "sales-focused" to "relationship development" in order to improve credit union profitability and add value to the member experience.

Trainer Certification Sessions

The trainer certification process prepares a designated credit union employee to effectively and confidently train the programs from Creating Member Loyalty. These 5-day sessions provide the content clarity, practice and one-on-one coaching designed to produce measurable results in your credit union. With a trainer certification, trainers will practice the program skills and delivery skills needed to confidently train and coach staff once back at the credit union. Each trainer certification session will provide the opportunity to experience the training program as both a “Participant/Learner” and as a “Trainer/Facilitator.”

Trainer Certification Learning Objectives

Each certification session is designed to help you:

Effectively use the training tools provided in the program
Create a preparation process to assist you back at your credit union
Gain insight into potential staff reactions and challenges to the program
Practice handling reactions and challenges constructively and confidently
Demonstrate the programs sales skills (as a role model) while you are training
Learn and practice specific behaviors that will facilitate staff buy-in to the training
Identify your training strengths and identify future focused development areas

Trainer Certification Process

The requirements to receive a recommendation of certification include the ability to:

1) Demonstrate an understanding of the program content
2) Demonstrate effective use of program skills and trainer skills
3) Recognize skill use in others and provide effective feedback

At the end of the certification session, each participant will receive an individual development plan identifying strengths and areas for future development. Following the recommendations in the development plan will assist you in your process of self-assessment.

The certification sessions are made up of 4-6 participants. A small group size ensures each participant will receive personalized coaching and generous opportunities to practice and apply the training skills learned throughout the session.

Post-Session Support

Telephone coaching and consultation from your Master Trainer is available at no additional cost. On-site coaching, co-training and follow-up assessment can be arranged.
New! Networking with other certified trainers throughout the country is available through the CUNA CML email group and certified trainer webinars.
New! Learning experiences specific to CML and sales development are available at the annual User’s Group Meeting held in conjunction with the CUNA Experience Learning Live! Conference.

Trainer Certification Dates & Locations

SERVICE Strategies
Date	Location
March 19-23, 2012 - This session is FULL Please contact cml@cuna.coop to be added to the wait list.	Madison, WI
April 23-27, 2012 - This session is FULL Please contact cml@cuna.coop to be added to the wait list.	Madison, WI
July 23-27, 2012	Madison, WI
September 24-28, 2012	Madison, WI

SALES Strategies
Date	Location
December 5-9, 2011 - This session is FULL Please contact cml@cuna.coop to be added to the wait list.	Madison, WI
February 13-17, 2012 - This session is FULL Please contact cml@cuna.coop to be added to the wait list.	Madison, WI
April 2-6, 2012	Madison, WI
May 7-11, 2012	Madison, WI
August 27-31, 2012	Madison, WI
October 29-November 2, 2012	Madison, WI

ADVANCED Sales Strategies
Date	Location
October 17-21, 2011	Madison, WI
May 7-11, 2012	Madison, WI

SALES LEADERSHIP Strategies
Date	Location
October 3-7, 2011	Madison, WI
February 6-10, 2012	Madison, WI
June 4-8, 2012	Madison, WI
October 15-19, 2012	Madison, WI

CALL CENTER Sales
Date	Location
October 6, 2011	Via phone
February 23, 2012	Via phone
June 21, 2012	Via phone
October 11, 2012	Via phone

Dates and locations are subject to change. Sessions will be confirmed with registered attendees 30 days prior to the start date. Small group sizes mean sessions fill quickly. Registrations are confirmed as received. Check back here for additional sessions and updates or, call us directly at 800-456-0543.

Change Management Workshops

This half-day workshop prepares managers for the challenges surrounding typical employee reaction to any significant organizational change. Managers will leave with a realistic and easy-to-apply business approach for minimizing negative reactions while accelerating change acceptance.

Call us at 800-456-0543 for 2011 dates and locations or to schedule a session specifically designed for your credit union.

The implementation process is simple and straightforward. To learn more contact us or call 800-456-0543. We’ll be happy to answer your questions and show you how easy it is to bring the training system to your credit union.

100% Guarantee
CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.

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