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More Effective Board Meetings
Presenter:
Michael G. Daigneault, CEO, Quantum Governance, L3C

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.

Supplementary Materials:
Link to Handouts
Crafting the CU Board of the Future
Presenter:
Michael Daigneault, CEO, Quantum Governance

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?
Supplementary Materials:
Link to Handouts
Getting a Grip on Delivery Channel Integration
Presenter:
Terence Roche, Principal and Tim Daley, Senior Consultant at Cornerstone Advisors, Inc.

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.

Supplementary Materials:
Link to Slides
The Critical Role of Internal Service in CU Sales & Service Culture - Part 2 Demonstration
Presenter:
Mike Neill, President and Founder, Michael Neill & Associates, Inc. (MNA), Atlanta

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

Supplementary Materials:
Link to Handouts
The Critical Role of Internal Service in CU Sales & Service Culture Pt 1-commentary
Presenter:
Mike Neill, President and Founder, Michael Neill & Associates, Inc. (MNA), Atlanta

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

Supplementary Materials:
Link to Handouts
Employee Compensation in Review: 2013 CUES Employee Summary
Presenter:
Scott Dettmann, VP and principal consultant, Carlson Dettmann Consulting; Bob Cartwright, SPHR, founder, president/CEO, Intelligent Compensation, LLC.

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

Supplementary Materials:
Link to slides
Best Practice Advice for Surviving and Thriving Through a DDoS Attack
Presenter:
Stuart Scholly, president, Prolexic Technologies

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.

Supplementary Materials:
Link to slides
Service: Mission, Promises, Standards & Goals
Presenter:
Mike Neill, President and Founder, Michael Neill & Associates, Inc. (MNA), Atlanta

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.

Supplementary Materials:
Part 1 Slides, Part 2 Slides
Stop Losing your Best Members
Presenter:
Steve Nigri, VP/Sales, Geezeo, Tolland, Conn.

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

Supplementary Materials:
Link to slides
Driving Mortgage Revenue in 2013
Presenter:
Steve Williams, Principal, Cornerstone Advisors, Inc.

Whether the re-fi wave winds down or keeps credit unions panting, the year ahead will be a time to strategically build the mortgage business. Long-term sustainability will depend on generating a greater share of purchase mortgage business and better penetrating the existing member base with the mortgage product.

Supplementary Materials:
Link to slides
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