Thinking Strategically & Building Deeper Member Relationships

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Original Air Date: Thursday, August 9

Presenters: Jim Devine, founder/chairman & CEO, Hipereon Inc., Bob Hogan, founder/president & COO, Hipereon Inc.

Description: This webinar will dive into the issues of making Member Business Services (MBS) a strategic initiative at your credit union. It will leverage the 35+ years of experience from the presenters to address the important “whys” and “how’s” of implementing a MBS department that gets results.

Key Takeaways:

  • Identify resources, personnel and technical requirements needed to build strategic strategies
  • Build a plan to develop long lasting profitable business relationships with membership base

About the Presenters:

Jim Devine
Founder, Chairman and CEO
Hipereon, Inc.

Prior to joining Hipereon, Jim served as senior consultant with Moss Adams Advisory Services, a division of Moss Adams, LLP, the largest accounting and consulting firm headquartered on the West Coast. He specialized in the credit delivery processes of financial institutions and the financial management of small businesses. Jim has also been CEO of two manufacturing businesses and served ten years with Seattle First National Bank as vice president and manager of the bank’s trust business management and business advisory services departments.

He was a faculty member of the National Graduate Trust School at Northwestern University, the Graduate School of Banking at the University of Wisconsin, and for the past 19 years has coordinated the business banking curriculum at the prestigious Stonier Graduate School of Banking at the University of Pennsylvania. Jim co-authored Risk Management Associates’ Understanding Your Small Business Customer training series. He has trained thousands of commercial lenders, business owners and accountants throughout the world.

Bob Hogan
Founder, President and COO
Hipereon, Inc.

Bob co-chairs the highly-acclaimed California Bankers Association six-month Commercial Lending School and is co-developer of the Graduate Commercial Lending School curriculum. He has provided more than 20 years of training and financial advisory services to managers and owners of small businesses, major corporations and financial institutions throughout the world, including many developing nations—helping them become financially successful. He has been heavily involved in small business management consulting and has developed training curriculums for financial management.

For nearly a decade, Bob was affiliated with Seattle First National Bank where he developed financial management workshops for business owners and small business lenders. He co-authored two business manuals for small businesses in conjunction with Seattle First National Bank, and most recently co-authored The Business Owner’s Guide to Financial Success and The ABCs of Distributor Finance.

Additional Content

Available as a Playback

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

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