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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
January
1/27/2022
10:00 AM to 10:45 AM
Member Focused Experiences - Helping Members Decide
It's common to get nervous when hearing member questions. And it's easy to shy away from them. But questions are a good thing! Your goal is to empower your member with education so they can make the most informed decision. You'll learn tools and techniques to help you do just that.
Online Live Webinar
February
2/8/2022
10:00 AM to 10:45 AM
Member Focused Experiences - Making Options Available
By making members aware of their financial protection options, you give them the ability to decide what's important to protect. And it's as simple as letting them know what it is and what it costs. Join us to learn a simple way to have that conversation with your member.
Online Live Webinar
2/10/2022
10:00 AM to 11:00 AM
Management Skills - Coaching in the Moment
Coaching no longer needs to be a formalized, scheduled event. Take the opportunity to jump in when a behavior needs changing in the moment or even recognize a behavior you want to keep seeing. (Praise is coaching!) Join us to learn a simple way to have a quick coaching conversation in the moment.
Online Live Webinar
2/15/2022
10:00 AM to 10:45 AM
Product Knowledge - Mechanical Repair Coverage (MRC)
Join us to learn the what, why, when and how to offer your credit union's Mechanical Repair Coverage (MRC). We'll review the essential concepts and features of the product and answer questions you may have!
Online Live Webinar
2/17/2022
10:00 AM to 10:45 AM
Member Focused Experiences - Offering Personalized Options
It's one thing to make an offer to your member; it's another to make a personalized offer. Learn skills to get to know your member, to better understand their needs and goals so you can share personalized options in a way that connects to them.
Online Live Webinar
2/22/2022
10:00 AM to 10:45 AM
Member Focused Experiences - Helping Members Decide
It's common to get nervous when hearing member questions. And it's easy to shy away from them. But questions are a good thing! Your goal is to empower your member with education so they can make the most informed decision. You'll learn about tools and techniques to help you do just that.
Online Live Webinar
2/24/2022
10:00 AM to 10:45 AM
Product Knowledge - Debt Protection
Join us to learn the what, why, when and how of your Debt Protection. We'll review the essential concepts and features of the product and answer questions you may have!
Online Live Webinar
March
3/8/2022
10:00 AM to 10:45 AM
Performance Coaching
The most effective coaches employ performance coaching because they strive to not only be coaches but effective, results-driven coaches. Learn to determine the root cause of a performance gap, and identify solutions to change behavior and see better results.
Online Live Webinar
3/10/2022
10:00 AM to 10:45 AM
Member Focused Experiences - Offering Personalized Options
It's one thing to make an offer to your member; it's another to make a personalized offer. Learn skills to get to know your member, to better understand their needs and goals so you can share personalized options in a way that connects to them.
Online Live Webinar
3/15/2022
10:00 AM to 10:45 AM
Member Focused Experiences - Using a Consistent Process
Processes are everywhere and we follow them all the time. We even follow them at work to be more efficient. You'll learn an easy process to help you be consistent in offering your members protection on every eligible loan, and it's a process that will fit into what you're already doing today!
Online Live Webinar
3/17/2022
10:00 AM to 10:45 AM
Member Focused Experiences - Helping Members Decide
It's common to get nervous when hearing member questions. And it's easy to shy away from them. But questions are a good thing! Your goal is to empower your member with education so they can make the most informed decision. You'll learn about tools and techniques to help you do just that.
Online Live Webinar
3/22/2022
10:00 AM to 10:45 AM
Product Knowledge - Guaranteed Asset Protection (GAP)
Join us to learn the what, why, when and how of your Guaranteed Asset Protection (GAP) product. We'll review the essential concepts and features of the product and answer questions you may have!
Online Live Webinar
3/24/2022
10:00 AM to 10:45 AM
Product Knowledge - Credit Insurance
Join us to learn the what, why, when and how of your Credit Life and Credit Disability insurance. We'll review the essential concepts and features of the product and answer questions you may have!
Online Live Webinar
April
4/12/2022
10:00 AM to 10:45 AM
Member Focused Experiences - Making Options Available
By making members aware of their financial protection options, you give them the ability to decide what's important to protect. And it's as simple as letting them know what it is and what it costs. Join us to learn a simple way to have that conversation with your member.
Online Live Webinar
4/14/2022
10:00 AM to 10:45 AM
Management Skills - Transfer of Learning
Managers are so critical to the success of their team. Through transfer of learning, you'll discover small things you can do before, during and after a learning opportunity to achieve greater results.
Online Live Webinar
4/19/2022
10:00 AM to 10:45 AM
Product Knowledge - Mechanical Repair Coverage (MRC)
Join us to learn the what, why, when and how to offer your credit union's Mechanical Repair Coverage (MRC). We'll review the essential concepts and features of the product and answer questions you may have!
Online Live Webinar
4/21/2022
10:00 AM to 10:45 AM
Member Focused Experiences - Offering Personalized Options
It's one thing to make an offer to your member; it's another to make a personalized offer. Learn skills to get to know your member, to better understand their needs and goals so you can share personalized options in a way that connects to them.
Online Live Webinar
4/26/2022
10:00 AM to 10:45 AM
Product Knowledge - Debt Protection
Join us to learn the what, why, when and how of your Debt Protection. We'll review the essential concepts and features of the product and answer questions you may have!
Online Live Webinar
4/28/2022
10:00 AM to 10:45 AM
Member Focused Experiences - Helping Members Decide
It's common to get nervous when hearing member questions. And it's easy to shy away from them. But questions are a good thing! Your goal is to empower your member with education so they can make the most informed decision. You'll learn about tools and techniques to help you do just that.
Online Live Webinar