Credit union board meetings are often focused on fiduciary and operational oversight.  Oversight and stewardship of the credit union are, of course, important. However, so is an emphasis on constructive partnering with senior management and creative visions for the future; these ideas foster the credit union's ability to meet evolving member needs, and address regulatory and environmental changes.

This compelling Webinar will tackle a pair of questions central to your governance success:  

• How can you be a catalyst to inspire your board and governance efforts to attain the next level of leadership and strategic effectiveness?
• In essence, how can you and your colleagues craft the board of the future for your credit union?

With efficiency pressures and shifts in consumer behavior, credit unions are increasing their focus on innovation and member experience in their delivery channels. Best practice credit unions are seeking ways to optimize their investments in delivery channels while creating a more integrated customer experience that is supported by advanced technological and marketing capabilities.

A disciplined Integrated Delivery Channel Plan will ensure both branch and remote channels are generating a positive financial return and supporting the credit union’s long-term strategy. In this Webinar, consultants from Cornerstone Advisors, Inc. will discuss ways in which a credit union can develop an Integrated Delivery Channel Plan that benchmarks and analyzes the organization’s delivery channel capabilities and identifies strategic opportunities as well as gaps in current performance.

A credit union cannot create a sales and service culture without developing outstanding internal service. The service we provide to the member will never be better than the service we provide to each other.

Part 2 - Demonstration of Internal Service Survey

A credit union cannot create a sales and service culture without developing outstanding internal service. The service we provide to the member will never be better than the service we provide to each other.

Part 1 - Commentary from Mike Neill

CUES Compensation Consultants Scott Dettmann and Bob Cartwright as they outline the findings of the 2013 CUES Employee Summary.

Hackers are targeting financial institutions of all sizes and types, bringing business to a halt and damaging reputations and revenues in the process. Financial services industry is urged to reassess their risk management programs.

Now is the time to engage members by establishing relevant dialog and conversation. We need to reach out in ways we have not done before. Consumers are wary of being “sold."

To ensure your credit union creates consistently effective service behaviors, it must develop a flow of behaviors that lead to outcomes. This is accomplished by having coordinated mission, service promises, service standards and service goals.

Learn how PFM can provide a simple solution to counter third-party offers, and grow greater wallet share at your credit union.