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

 

August

Cross Council Event Schedule

Date Discipline Title Type Tuition  
 
08.06.2015
LENDING
 

Surviving in the Compliance Jungle of Collections

WEBINAR$219 ($169 for Council Members)Register
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08.10.2015
LENDING
 

CUNA Lending Compliance School

SCHOOL$1,195 ($1,395 after June 10, 2014) $100 discount for Council membersRegister
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08.10.2015 08.12.2015
CFO
 

CUNA Economics & Investments Conference

CONFERENCE$1,195 ($1,395 after June 10)Register
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08.16.2015 08.20.2015
CFO
 

CUNA Financial Management School

SCHOOLSee details for Part 1 & 2, and Part 3 pricingRegister
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08.17.2015 08.20.2015
M & BD
 

CUNA FUSE: Branch Operations & Business Development School

SCHOOL$1,395 ($1,595 after June 16, 2015) $100 discount for Council MembersRegister
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08.18.2015
O & ME
 

Life after a Data Breach – People, Processes, and Technology

ROUNDTABLEFree for Council MembersRegister
 
 
08.18.2015
TECH
 

Life after a Data Breach – People, Processes, and Technology

ROUNDTABLEFree for Council MembersRegister
 
 
08.27.2015
LENDING
 

SBA Export Programs: A World of Opportunity (Series Part 3)

ROUNDTABLEFree for Council MembersRegister