Level the Playing Field with Effective Contract Negotiation

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Original Air Date: Wednesday, August 14, 2019 

Presenters: Jesse Kohl, President of InterLutions, Senior Vice President of Corporate Central Credit Union; Uma Zielinski, SVP/ Business Development, SRM

Description:  Ineffective contract management can impact a company’s bottom-line by up to 9%! Most of your top vendors negotiate contracts for a living, whereas credit unions will negotiate a key contract once every several years. Worse yet, the language contained in most contracts are structured to benefit the vendor and not the credit union. It is time to level the playing field! 

Join us for a 30-minute, high-level webinar to learn about negotiating effective long-term contracts. During this educational webinar, we will explore 3 basic truths that put credit unions at a disadvantage when reviewing contracts. More importantly, we will address best practices and effective contract management strategies to employ today at your credit union.

Key Takeaways:

  • Best practices and key strategies to effectively negotiate long-term mutually beneficial contracts

About the Presenters:

Jesse Kohl 
President of InterLutions
Senior Vice President of Corporate Central Credit Union

Jesse began his career at Corporate Central in August 2002 and has been instrumental in the expansion efforts of Corporate Central’s products, services, strategic alliances, education, and overall membership base. In 2016, Jesse was named president of Corporate Central’s wholly owned CUSO, InterLutions, with a drive to provide innovative business solutions to credit unions across the country. 

With nearly 15 years of experience working in the credit union movement, Jesse is proud of the accomplishments credit unions have achieved over the years. He believes there is tremendous opportunity for all credit unions to become wildly successful. “It’s been an absolute joy working with so many credit unions across the country and witnessing first-hand the amazing benefits credit unions provide to their members and communities. Through hard work and collaboration, the credit union movement will not simply survive, it will thrive!” 

Uma Zielinski 
SVP/ Business Development
Strategic Resource Management, Inc.

Uma is Senior Vice President of Business Development at SRM (Strategic Resource Management, Inc.), an independent firm that helps financial institutions identify cost savings and new revenue potential in their contractual relationships. 

Uma joined SRM in 2015 with more than 25 years of financial services, account management, and business development experience, successfully leading a broad range of sales and marketing initiatives. 

A top-performing professional in the financial services industry, Uma came to SRM from Deluxe Corporation where she worked closely with banks and credit unions, along with state associations, in both business development and account management roles. Her previous experience includes Sales Management for Paychex, Major Account Management for Xerox, and Vice President for First American Trust Company. 

Uma’s significant business development expertise includes consultative selling techniques, identifying and closing opportunities for revenue and market share growth, and managing all aspects of prospective territory development. With a proven track record of increasing revenues and improving operating efficiency, Uma has helped numerous companies increase profitability.

Additional Content

Available as a Playback

The playback of this webinar is available to all CUES members as a benefit of your membership.

Access Level the Playing Field Playback