Learn More about Member Benefits
As a way to kick off the learning before you travel, and allow for enough time onsite to cover the remainder of the exam content, plus leave time for networking and best practices, you'll be tasked with completing your first two sessions via webinar. These required pre-work webinars will be recorded for those who cannot attend the live sessions. You do not need to register for these sessions; simply save the dates on your calendar. We will include login instructions in the pre-work document, provided approximately 4-6 weeks in advance via the online classroom.
Speaker: Denny Graham
During this session you will learn how to align your community and business development efforts with your credit union's strategic plan. After this session, you will review your credit union's strategic plan to develop information that will be used during the onsite sessions.
In this session, you will:
This session will examine the key business aspects of how credit unions operate financially and discuss the role that business development can play. The goal is to give business developers an understanding of how their efforts can contribute to the overall financial success of the credit union. After the session, you will review the financial reports of your credit union and develop information to be used in the onsite sessions.
In this session you will:
More information coming soon...
Speakers: Denny Graham & Susan Toalson
The world is not short on financial institutions; credit unions face competition everywhere. To set ourselves apart from the others, we need to focus on how we are different. This exercise will teach you how to look at similar businesses, recognize how they differentiate, and apply what you have learned back at your credit union!
This session will give participants an understanding of economic, political and competitive trends that are likely to impact their credit union, as well as their business development efforts.
Using the knowledge gained during your pre-work sessions, attendees will begin building a strategy for your business development efforts during this hands-on follow-up session.
Once your business development efforts have focus you still need to be able to track success. In this session you will build a scorecard that will track your business development efforts.
This this session you will:
Speaker: Spencer Carver
Does your Business Development strategy include working in and with the community? Do you attend community events and come away with actionable leads? In this session, you will learn how a “Top 100” credit union's business development department goes about working in their community.
Speaker: Susan Toalson
You are not alone in your endeavors. That's both good and bad news! You can't expect to go about your day without having most everything you do affect others at your Credit Union. Learn how to position your Business Development efforts within your credit union team to collaborate and reach collective strategic goals.
This session will focus on the process of building a prospect pipeline, and the steps and actions necessary to move prospects through it.
Facilitated by: Denny Graham and Susan Toalson
It's not a secret that, as an attendee of this school, you will learn a great deal through sharing and networking with other attendees - maybe almost as much you will from our subject matter experts. This session is a coordinated effort to facilitate valuable peer-to-peer networking and sharing of best practices. In your pre-work, we'll provide additional guidelines for this session, but overall, you'll want to come prepared to share your best practices and ask questions on topics where you want feedback from peers.
It doesn't matter how good your products, pricing or location, this is still a “people” business, which requires you to effectively communicate with prospects and members. “Sales” is often considered a dirty word, but at its best, it requires learning about your members so that you can match them with the correct products. The goal of this session is to provide you with the skills you need when venturing outside your credit union.
Speaker: Mark Arnold
LinkedIn. Facebook. YouTube. Are these social media channels or business development tools? The answer is “Both.” Digital efforts are not just for connecting with friends: they are also about creating and closing sales. But as with any tool you must be careful with how you use them so you do not become the “smarmy social media sales person.”
Session info coming soon…
Facilitated by: Denny Graham & Susan Toalson
Attending a professional development event like this is only beneficial if you take what you learned and put it into action. As we wrap up day three, you'll share what you feel has been most beneficial and what you will be doing differently based on what you've learned - your action plan for when you return to your credit union. Your tablemates will also share their thoughts, and you might pick up something you missed. You'll work collectively to create a short presentation, grouping the best ideas together, and elect a teammate to present to the class on Thursday morning.
This session is where we tie a big red bow on the work you've been doing over the past week and even before you arrived in Las Vegas. Everything you learned during the pre-work webinars, in-class learning, and through peer networking will provide you with the groundwork for this session. Each group will elect one person to share a collective narrative to the class, sharing your top takeaways and what your group will be focusing on to improve your business development strategies upon returning to your credit unions.
You have up to two hours to complete the Credit Union Business Development Professional (CUBDP) exam. NEW in 2020: You will need a device (laptop, tablet) to take the exam. We will provide detailed instructions on how to prep and test your device in advance.
Champion For the Credit Union Movement
Credit Union National Association is the most influential financial services trade association and the only national association that advocates on behalf of all of America's credit unions. We work tirelessly to protect your best interests in Washington and all 50 states. We fuel your professional growth at every level and champion the credit union story at every turn.
Credit Union National Association
ADA Compliance Notice & Legal
Credit Union National Association |
ADA Compliance Notice & Legal