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Developing a Great Member Experience

Mike Neill, founder, MNA, Inc., creator of ServiStar and Tansley Stearns, chief impact officer, Filene Research Institute

Original Air Date: 07/24/15

We will bring clarity to member experience, and begin to share some of the most important actions leaders should take to create a great member experience.

Supplementary Materials: Link to Handouts  

When and How to Assess your Credit Union's Board of Directors

Michael Daigneault, principal and founder, Quantum Governance, L3C

Original Air Date: 07/14/15

How often do you and your colleagues take time to reflect on your governance and strategic practices? How often do you discuss what’s working and what’s not? How often do you set aside time to learn about today’s best practices?

Supplementary Materials: Copy of Slides  

Pre-Funding Your Employee Benefits to Help the Bottom Line

Scott Albraccio, Executive Benefits/CMG Sales Manager, CUNA Mutual Group

Original Air Date: 07/22/15

Join us and learn

  • About the types of investments that can be used to fund employee and executive benefits
  • How you can maintain a strong benefits package through a program that is prudent, defensible and seeks to maintain safety and soundness for your credit union
Supplementary Materials: Link to Handouts  

Commercial Real Estate Lending Challenges and Growth

James R. Devine, Hipereon Inc.

Original Air Date: 07/21/15

Learn the unique challenges in providing financing for commercial construction loans and commercial real estate loans


Marketing your CU to Millennials

Jesse Boyer, president & CEO, DigitalMailer, Inc.

Original Air Date: 06/18/15

Join Jesse Boyer, President & CEO of DigitalMailer, Inc., as he shares his insight and guidance on effectively attracting, retaining and communicating with your current and future Millennial members.

Supplementary Materials: Link to Handouts  

CUES Director Development Seminar: An Overview

Les Wallace, Ph.D., President, Signature Resources; Facilitator, CUES Director Development Seminar

Original Air Date: 06/16/15

Join governance expert Les Wallace, Ph.D., and discover more about CUES Director Development Seminar, which is coming up Sept.16-18, in beautiful Savannah, Ga.

Supplementary Materials: Copy of Slides  

CUES 101 for NextGen Leaders

Kathryn Clancy, CUES Member Relations Director - Northeast

Original Air Date: 06/02/15

In order to progress in the credit union industry, you need to make your own professional growth a priority. Don’t wait for someone to tell you to pursue education. Take the initiative to learn about all of the development opportunities available to you.


Balancing the Top 5 CEO Responsibilities

Joel Trammell, Founder and CEO, Khorus

Original Air Date: 05/27/15

In this session, Joel Trammell will discuss the top responsibilities of CEOs and senior executives and how to balance them. Based on over 20 years of CEO experience, Trammell is a thought leader in the CEO space and has recently published an award-winning book, The CEO Tightrope, to provide a method and a guide around the CEO role.

Supplementary Materials: Copy of Slides  

The Internal Member Experience

Mike Neill, president and founder, MNA Inc., Atlanta

Original Air Date: 05/19/15

We’ll focus on what must be done to create a full 360 degree member experience, and cover:

  • The importance of developing a parallel member experience for internal service
  • Challenges to accomplishing an outstanding internal member experience
  • Key components to developing a great internal member experience
  • Developing an Internal Service Brand –the must-do piece in creating member experience
Supplementary Materials: Link to Handouts, Link to Handouts, Link to Handouts  

Delivery Redirect: Make Tough Choices Now or Perish Later

Sam Kilmer, Senior Director; Scott Hodgins, Senior Director; and Butch Leonardson, Director of I.T. Leadership; Cornerstone Advisors

Original Air Date: 05/06/15

As you look to remain viable in 2020 and beyond, resources must be realigned to survive and thrive in new business models. As revenue generation moves from physical to digital channels in 2020, these resources include the credit union’s preferred mix of channels as well as all internal resources needed to redirect, support, and leverage its future model.

This session will offer a better understanding of how to lead and manage significant investments being made in delivery.

Supplementary Materials: Link to Handouts  

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