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

 


Register

 

March

Cross Council Event Schedule

Date Discipline Title Type Tuition  
 
03.01.2016
FINANCE
 

Thomson Reuters Tools and How to Use Them

ROUNDTABLEFree to Council membersRegister
 
 
03.02.2016
LENDING
 

Loan Reaffirmations in Chapter 7 Bankruptcy webinar

WEBINAR$219, Council members get a discountMore Info
 
03.16.2016
LENDING
 

Creditors D-I-Y Guide to Bankruptcy Proofs of Claim webinar

WEBINAR$219, Council members get 10% offMore Info
 
03.24.2016
O & ME
 

From Manager to Coach: Building a Sustainable Coaching Culture

ROUNDTABLEFree for Council members 
 
03.24.2016
HR & OD
 

From Manager to Coach: Building a Sustainable Coaching Culture

ROUNDTABLEFree for Council membersRegister
 
 
03.29.2016
LENDING
 

Lower Credit Score Auto Loans - Good for Members, Good for the Bottom Line webinar

WEBINAR$219, Council members get 10% offMore Info
 
03.30.2016
LENDING
 

Lenders, Third Party Vendors and BSA Compliance webinar

WEBINAR$219, Council members get 10% offMore Info