Produced in partnership with Coopera Consulting.
This member seminar, Organice sus Archivos Financieros (Organize Your Financial Records), helps attendees get their financial records organized. They'll learn what documents to keep, why some record keeping systems fail, how long to keep records and how to get organized. Ancillary materials are bilingual.
See a sample presentation.
See sample Spanish or English speaker notes.
How to install the files after purchase.
The seminar kit contains a collection of electronic files.
- PowerPoint presentation with speaker notes
- Member worksheets
- Evaluation forms
- Sample newsletter article and press release
- Full-color poster and flyer graphics
- Informational video clip
- Microsoft Word outline (in English) of Spanish PowerPoint slides and speaker notes
- A step-by-step planning checklist for the credit union
- Speaker preparation sheet
- 4 handouts for photocopying
- System requirements page
- Promotional article
- Sign-up sheets
- Certificate of completion