Organize Your Financial Records - Spanish electronic member seminar kit

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Organize Your Financial Records - Spanish electronic member seminar kit
Product Code:
24602E

Organize Your Financial Records - Spanish electronic member seminar kit

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Product Code:
24602E
The seminar material for Organice sus Archivos Financieros (Organize Your Financial Records) covers how members can organize their financial records.
  • $300.00
    CUNA Member Price
  • Non Member Price $600.00
  • Learn how to become a member here: cuna.org/join

 
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Produced in partnership with Coopera Consulting.
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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.

    Spanish materials:

    • PowerPoint presentation with speaker notes
    • Member worksheets
    • Evaluation forms
    • Sample newsletter article and press release
    • Full-color poster and flyer graphics
    • Informational video clip

    English materials:

    • 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
    • Poster
    • Sign-up sheets
    • Evaluations
    • Certificate of completion

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