Roundtable Event

BD and ROI - Measuring, Reporting, Succeeding

06.01.2016 - 06.01.2016 (M & BD)

1 pm CST Online via Adobe Connect

Stream the video


Download the slides


Tip from Rich: How to access your CU's Ratio Report


•Hover over “Credit Union Analysis” Tab

•Click “Research a CU” in the drop down menu

•Click on “Go to Research a CU” on the right side

•Enter credit union name and click “FIND” button, then click “View”

•Click on “Request FPR

•Click on “I want to view a 2-page FPR summary for one credit union online.” and click “OK” button

•Click on “Ratios Analysis” Button and print off and bring this two page report

Business Development is all about increasing the credit union’s revenue. But how can BD measure their performance and ROI? In this roundtable you will learn:

  1.  How to understand the business development opportunity with the credit union’s business partners (SEGs or otherwise)  
  2.  How to measure success against this opportunity
  3.  How these measures can help the credit union understand the return on investment for their business development efforts
  4. Tactics that demonstrate a ROI

Meet Your Speaker: Rich Jones, President & CEO for Leading2Leadership

Rich Jones

A published author and engaging speaker, Rich Jones is President/CEO at Leaders2Leadership LLC. With more than three decades of leadership experience that included building entrepreneurial enterprises, engineering turnarounds and scaling businesses he brings innovative thought and practices to credit unions across the country.

A strategic leader, Rich has orchestrated transformational change by aligning entire the entire enterprise behind those strategies and implementation plans. In addition, he has led organizations into the science and art of using member data and market intelligence to design and deploy products, services and marketing messages that support sales efforts.

A Marine and graduate of Colorado State University, Jones has been a frequent speaker and presenter at regional, national and international conferences in the banking and credit union sectors.



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