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

 

April

Cross Council Event Schedule

Date Discipline Title Type Tuition  
 
04.07.2015
CFO
 

NCUA Corporate Credit Union Stabilization Fund Check-In

ROUNDTABLEFree for Council Members 
 
04.09.2015
LENDING
 

Sharpening Your Skip Tracing Skills

WEBINAR$219 ($169 for Council Members)Register
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04.13.2015 04.15.2015
CFO
 

CU Finance for Non-Financials

SCHOOL$1,195 ($1,395 after February 13, 2015)Register
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04.20.2015 04.23.2015
CFO
 

CUNA Enterprise Risk Management Certification

SCHOOL$1,795 ($1,995 after March 6) $100 Council member discountRegister
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04.20.2015
TECH
 

CUFX Implementation Success Stories by: CU Wallet, Baxter Credit Union, Kiva Group and eDea

ROUNDTABLEFree for Council MembersRegister
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05.18.2015 05.20.2015
O & ME
 

CUNA World-Class Service Leadership Institute

CONFERENCE$1,595 ($1,795 after March 18, 2015)Register
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04.21.2015
M & BD
 

Determining Lifetime Member Value

ROUNDTABLEFree to Council membersRegister
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04.22.2015 04.25.2015
HR & OD
 

CUNA HR/TD Council Conference

CONFERENCEEarly Bird: $845 members/$1,095 non-membersRegister
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04.23.2015
LENDING
 

The Redaction Trap - NPI Disclosure Penalties to Avoid

WEBINAR$219 ($169 for Council Members)Register
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04.23.2015
CFO
 

There are Derivatives…and Then There is Hedging

ROUNDTABLEFree for Council Members 
 
04.29.2015
LENDING
 

Making Better, Faster Lending Decisions Using Data and Analytics

ROUNDTABLEFree for Council MembersRegister
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