Roundtable Event

Excellence Award Winner - A Sales Campaign Case Study

06.04.2015 - 06.04.2015 (o & me)

1 p.m. CST

As operations, sales and service professionals, we are asked to develop solutions to a variety of problems. Often we research situations and develop entirely new and possibly unique practices for our credit union’s operations, sales and service areas. Identifying these new approaches and recognizing their universal application to credit unions nationwide is the purpose of the CUNA Excellence in Operations, Sales & Service Awards. One of our hallmarks is sharing the approaches to these solutions with our peers.

Please join us in a roundtable presentation by 2 of the winners of the 2013 Excellence in Operations, Sales & Service Award. Ken Kelly from Red Canoe CU and Justin Roth from Empower CU will share the sales campaign they used to reinforce and sustain their similar sales cultures. This was a cooperative, collaborative, first of its kind competition that ran internally and simultaneously at both organizations to help members save money by moving loans to each respective credit union.

Speakers:

Justin J Roth, Director of Cultural Affairs, Empower Federal Credit Union
Ken Kelly, Manager-Training/Development, Red Canoe CU

 


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June

Cross Council Event Schedule

Date Discipline Title Type Tuition  
 
06.01.2015 06.18.2015
LENDING
 

CUNA Consumer Lending eSchool

ESCHOOL$1,295Register
More Info
 
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
More Info
 
06.04.2015
O & ME
 

Excellence Award Winner - A Sales Campaign Case Study

ROUNDTABLEFree for Council membersRegister
 
 
06.10.2015
LENDING
 

Introduction to Participating with the SBA (Series Part 1)

ROUNDTABLEFree for Council Members 
 
06.22.2015 06.25.2015
LENDING
 

CUNA Certified Financial Counselor School

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

Use of Loan Guaranties Instead of Co-Signers

WEBINAR$219 ($169 for Council Members)Register
More Info