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

 

October

Cross Council Event Schedule

Date Discipline Title Type Tuition  
 
09.23.2015
FINANCE
 

A Practical Guide to Meeting New FASB Requirements for ALLL

ROUNDTABLEFree for Council Members 
 
10.18.2015 10.23.2015
FINANCE
 

CUNA Investment Certification School

SCHOOLVaries based on program selectedRegister
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10.21.2015
LENDING
 

Collections - Dealing with the Problem Member

WEBINAR$219, Council members get $50 discountRegister
More Info
 
10.27.2015
HR & OD
 

Financial Statements & Key Ratios – Critical Concepts for HR & Organizational Development Pros

ROUNDTABLEFree for Council membersRegister
 
 
10.29.2015
FINANCE
 

CUNA’s Economic Update

ROUNDTABLEFree for CFO Council members, others $219Register