Webinar Event

Essential Onboarding and Cross Selling Strategies Webinar

05.07.2015 - 05.07.2015 (M & BD)

May 7, 2015 11:00 A.M. - 12:00 P.M. CT Webinar

Having a plan in place to reach new members and educating them on your products and services are the first steps to building lasting and profitable relationships. This webinar will provide you with the tools and resources – along with a tutorial of how to get started using them – to begin actively engaging with new members. Attend this webinar to learn about the essential strategies you need to know to build an onboarding and cross-selling program that will help not only improve your member relationships, but move the needle on your “products per member” number on your strategic plan!

Attendees of this webinar will be given useful resources to take back to their credit union including session handouts, a list of resources, a facilitator guide and a sample program outline.


More Information  Register

 

May

Cross Council Event Schedule

Date Discipline Title Type Tuition  
 
05.07.2015
M & BD
 

Essential Onboarding and Cross Selling Strategies Webinar

WEBINAR$219 or $169 for Council MembersRegister
More Info
 
05.14.2015
CFO
 

The CFO/Marketer Relationship

ROUNDTABLEFree for Council MembersRegister
 
 
05.14.2015
M & BD
 

The CFO/Marketer Relationship

ROUNDTABLEFree for Council MembersRegister
 
 
05.17.2015 05.20.2015
CFO
 

CUNA CFO Council Conference

CONFERENCEEarly Bird $845 (member) $995 (non-member)Register
More Info
 
05.27.2015
O & ME
 

TILA/RESPA Integrated Disclosures – Time to Review Your Compliance Plan

ROUNDTABLEFree for Council membersRegister
 
 
05.27.2015
LENDING
 

TILA/RESPA Integrated Disclosures – Time to Review Your Compliance Plan

ROUNDTABLEFree for Council membersRegister
 
 
05.28.2015 10.28.2015
LENDING
 

Indirect Lending - The CFPBs View on Auto Dealership Relationships

WEBINAR$219 ($169 for Council Members)Register
More Info
 
05.28.2015
O & ME
 

Is HR One of Your Hats? Or is it your hat alone to wear?

ROUNDTABLEFree for Council MembersRegister
More Info
 
05.28.2015
HR & OD
 

Is HR One of Your Hats? Or is it your hat alone to wear?

ROUNDTABLEFree for Council MembersRegister
More Info