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Page 1 of 6

5 Things To Know Before Diving into Member Data

Mark Sandler, CEO and founding partner, Acuitim Market Research and Consulting

Original Air Date: 09/08/16

This session will help you in understanding your members’ needs using data that you are already collecting to make informed decisions about how to serve them better.

Supplementary Materials: Copy of Slides  

Creating Employee Engagement in Selling and Referring

Mike Neill, founder of ServiStar, and President of Michael Neill and Associates

Original Air Date: 08/18/16

Learn the keys to creating employee sales and referral engagement.

Supplementary Materials: Copy of Slides, Copy of Slides, Download  

Proposed 457(f) Regulations Offer Clarity and New Opportunities

John Pesh, CCE, director of executive benefits, CUNA Mutual Group

Original Air Date: 08/17/16

Learn how the regulations might affect nonqualified deferred compensation plans for credit unions, and what executive compensation opportunities may be afforded by them.

Supplementary Materials: Copy of Slides  

The 4 Pillars of the High Performing IT Organization

Butch Leonardson, director of I.T. leadership, Cornerstone Advisors

Original Air Date: 07/26/16

Learn how outside-in thinking, a successful project culture, identifying moments of truth and an emphasis on innovation can create a compelling work environment and a high performing IT organization.

Supplementary Materials: Copy of Slides  

Strategic Priorities for 2020 and Beyond

Donnie Price, principal and founder, Omaha Associates and senior consultant, Edge Consultancy LLC.

Original Air Date: 07/21/16

Setting strategic priorities is a dynamic process that continues to advance with progressive integration of technology solutions.

Supplementary Materials: Slides  

Act Now: Maximize Returns in a FASB-Compliant World

Scott Albraccio, sales manager, executive benefits, CUNA Mutual Group, Robert DeLong, CFA, managing director, senior portfolio manager, City National Rockdale

Original Air Date: 07/20/16

Hear how to create an investment portfolio that meets the new FASB requirements that need to be complied with by December 2018. Learn how your portfolio needs to shift from equity- to fixed income-based and start to convert now to income-driven investments.

Supplementary Materials: Slides, FASB Accounting Standards Update  

The Art of Workplace Strategy: Data and Design

Mark Alguard, Senior Director, Momentum; and Tim Oldman, Founder & CEO, Leesman

Original Air Date: 06/21/16

This webinar offers tools and insights to help you design an agile, high performance workplace environment that supports your employees’ productivity and satisfaction.

Supplementary Materials: Copy of Slides  

Uncover Opportunities to Optimize Credit Portfolio Performance

Andrea Burns, Portfolio Development Team Leader, Covera and Nathan Rogers, senior manager, Product Marketing

Original Air Date: 06/23/16

In this webinar presented by CO-OP Financial Services, you will learn what it takes to achieve a high performing credit portfolio.

Supplementary Materials: Copy of Slides  

Put the Passion Back in the Board Meeting!

Deedee Myers, PhD, CEO DDJ Myers, Ltd.

Original Air Date: 06/22/16

This webinar covers the five types of boards and provides you with tools to increase awareness and competence of strategic success.

Supplementary Materials: Copy of Slides  

The Future of Payments: Redefining the Way We Pay

Sundeep Kapur

Original Air Date: 06/16/16

Where are payments headed and how can your financial institution stay relevant to consumers?

Supplementary Materials: Copy of Slides  

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