Listing of Events
  Login

We're excited you're here! As you review the Lending and Coaching Excellence courses available to you, take note that an asterisk (*) following the course description means that in order to attend, your credit union must:

 

  • Offer Debt Protection or
  • Be licensed to offer Credit Insurance or be in a state that doesn't require licensing

 

Thanks for visiting and we look forward to your participation!

 

 

We reserve the right to cancel any session due to low enrollment.

Sign up so that doesn't happen!!



Month
Date
Upcoming Event
Location
May
5/12/2021 1:00 PM
Office Hours Q&A: Protection Advisor Expert
Attend this session to get your questions answered about Protection Advisor Expert. Send questions in advance and join subject matter specialists and peers to learn together!
Online Live Webinar
5/18/2021 1:00 PM
Member Focused Conversations, Part 1
Build skills and confidence to package loans and offer options focused on the member's needs and financial well-being. In Part 1, we will discuss payment protection benefits and ways to identify member's needs.
Online Live Webinar
5/19/2021 1:00 PM
Member Focused Conversations, Part 2
Build skills and confidence to package loans and offer options focused on the member's needs and financial well-being. In Part 2, we will explore the Action Steps as a process to uncover member needs, ask purposeful questions and offer personalized solutions.
Online Live Webinar
5/20/2021 1:00 PM
Member Focused Conversations, Part 3
Build skills and confidence to package loans and offer options focused on the member's needs and financial well-being. In Part 3, we will practice answering common questions and utilizing resources to help members make confident decisions.
Online Live Webinar
5/25/2021 1:00 PM
Navigating Lending in a Digital World: Offering Protection Post-Application
When your members apply online, how does your credit union use the information they share to create an experience that makes them feel like a member, not a number in the queue? How are options offered to empower members to decide what is right for them? Attend to learn how to analyze your members' experience and explore authentic and personalized ways to offer payment protection post-application.
Online Live Webinar
June
6/8/2021 1:00 PM
Office Hours Q&A: Credit Reports
Attend this session to get your questions answered about credit ports. Send questions in advance and join subject matter specialists and peers to learn together!
Online Live Webinar
6/15/2021 1:00 PM
Member Focused Conversations, Part 1
Build skills and confidence to package loans and offer options focused on the member's needs and financial well-being. In Part 1, we will discuss payment protection benefits and ways to identify member's needs.
Online Live Webinar
6/15/2021 1:00 PM
Member Focused Conversations, Part 2
Build skills and confidence to package loans and offer options focused on the member's needs and financial well-being. In Part 2, we will explore the Action Steps as a process to uncover member needs, ask purposeful questions and offer personalized solutions.
Online Live Webinar
6/17/2021 1:00 PM
Member Focused Conversations, Part 3
Build skills and confidence to package loans and offer options focused on the member's needs and financial well-being. In Part 3, we will practice answering common questions and utilizing resources to help members make confident decisions.
Online Live Webinar
6/22/2021 1:00 PM
Understanding People Through a Cultural Lens
It’s paramount that you understand the needs of your employees, members, and community. You must be able to support current and future members by considering the multiple dimensions of financial vulnerability and through the lens of cultural awareness and sensitivity. This session will help you better understand the people around you through a multicultural lens.
Online Live Webinar