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



Cross Council Event Schedule

Date Discipline Title Type Tuition  
06.01.2015 06.18.2015

CUNA Consumer Lending eSchool

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06.01.2015 06.04.2015
M & BD

CUNA Marketing Management School

SCHOOL$1,495 ($1,695 after April 1, 2015) $100 discount for Council MembersRegister
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O & ME

Excellence Award Winner - A Sales Campaign Case Study

ROUNDTABLEFree for Council membersRegister

Introduction to Participating with the SBA (Series Part 1)

ROUNDTABLEFree for Council Members 
06.22.2015 06.25.2015

CUNA Certified Financial Counselor School

SCHOOL$1,695 ($1,895 after April 22, 2015)Register
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06.25.2015 11.25.2015

Use of Loan Guaranties Instead of Co-Signers

WEBINAR$219 ($169 for Council Members)Register
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