Roundtable Event

The (un)Sales Meeting: Making Training Memorable to Get Results

08.20.2019 - 08.20.2019 (o & me)

Download the Slides

 

 

As a trainer, you’ve been there: Operations says the team needs training. Trainer trains. KPIs aren’t being met. When asked for feedback staff says: “We need more training.” The trainer trains and the cycle continues.

If this sounds familiar to you, take a seat. During this session, you’ll learn how one credit union turned tired product and sales training into a fun-filled experience that resulted in a staff motivated to cross sell (without ever mentioning the term “cross sell”).
 

Meet Your Speaker:

Jayne HitmanMia Perez
Chief Administration Officer
Louisiana FCU, La Place, LA


Mia oversees marketing, business development, human resources and training at Louisiana Federal Credit Union. She spent most of her career in marketing and BD developing award-winning campaigns that produced quantifiable results. Mia has worked to build a performance-focused organization through the development of a corporate scorecard measuring key performance metrics. As a result, loan traffic increased over 132% with membership and loan growth surpassing national industry averages year after year. Mia is immediate Past Chair of the CUNA Marketing & Business Development Council Executive Committee; serving as past chairs of both the Council’s Conference Committee and Member Resources Committee. In 2016, she was named a Woman to Watch by the Credit Union Times and a Credit Union Rock Star by Credit Union Magazine. Mia received her bachelor’s degree in public relations with a minor in advertising from Tulane University and is a graduate of CUNA Marketing Management School.

 

 


 

August

Cross Council Event Schedule

Date Discipline Title Type Tuition  
 
08.12.2019 08.16.2019
FINANCE
 

CUNA Investment Certification Schools

SCHOOL$1,995 ($2,195 after 06/12/2019) Council members get 10% offRegister
More Info
 
08.20.2019
O & ME
M & BD
HR & OD
 

The (un)Sales Meeting: Making Training Memorable to Get Results

ROUNDTABLEFree for Council members 
 
08.20.2019
FINANCE
CEO
 

Investments Update - Where do we go from here?

ROUNDTABLEFree for Council members 
 
08.19.2019 08.21.2019
O & ME
 

CUNA Member Experience, Sales & Service School

SCHOOL$1,395 ($1,595 after 06/19/2019) Council members get 10% offRegister
More Info
 
08.27.2019
TECH
O & ME
FINANCE
CEO
 

CUFX Success Stories

ROUNDTABLEFree for Council membersRegister
 
 
08.28.2019
M & BD
 

An Insider's Guide to the Awards Programs

ROUNDTABLEFree for Council members 
 
08.29.2019
O & ME
TECH
 

The Shifting Payments Landscape - Can Credit Unions Afford to Stay out of the Weeds?

ROUNDTABLEFree for Council members