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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
1/30/2020
10:00 AM to 10:30 AM
Skills in Action - Coaching Conversations: Performance Coaching
Geared for busy managers and coaches, this 30-minute workshop provides a hands-on approach when trying to uncover the root cause of your employee’s performance. This interactive session, driven by you, the coach, gives you the opportunity to learn and apply strategies, including asking the right questions, to uncover the issue and reach a mutual solution. Registration is limited to 30.
Online Live Webinar
1/30/2020
1:00 PM to 1:30 PM
Skills in Action - Coaching Conversations: Performance Coaching
Geared for busy managers and coaches, this 30-minute workshop provides a hands-on approach when trying to uncover the root cause of your employee’s performance. This interactive session, driven by you, the coach, gives you the opportunity to learn and apply strategies, including asking the right questions, to uncover the issue and reach a mutual solution. Registration is limited to 30.
Online Live Webinar
February
2/4/2020
1:00 PM to 2:00 PM
Effective FeedForward
Do you enjoy giving or receiving feedback? Many people feel feedback is reactionary and negative. Revolutionize the way you coach by providing specific, actionable comments that are focused on enhancing future opportunities.
Online Live Webinar
2/6/2020
8:00 AM to 9:00 AM
Performance Coaching
Ever wonder why your employees are performing below expectations? Analyze the situation to close the performance gap and identify solutions to positively impact behavior.
Online Live Webinar
2/11/2020
8:00 AM to 8:45 AM
Member Focused Conversations: Guide with Confidence, Part 1
Your members expect to be educated and guided through each step of their financial journey. There is no way to tell when an unexpected life event may occur, and it can have an immediate impact on their financial well-being. In Part 1, we’ll play The Money Game which allows you to see the impact of a disability or death on a member and their family and the difficult decisions they may need to make during an already tough time.
Online Live Webinar
2/11/2020
10:00 AM to 10:45 AM
Member Focused Conversations: Guide with Confidence, Part 1
Your members expect to be educated and guided through each step of their financial journey. There is no way to tell when an unexpected life event may occur, and it can have an immediate impact on their financial well-being. In Part 1, we’ll play The Money Game which allows you to see the impact of a disability or death on a member and their family and the difficult decisions they may need to make during an already tough time.
Online Live Webinar
2/11/2020
1:00 PM to 1:45 PM
Member Focused Conversations: Guide with Confidence, Part 1
Your members expect to be educated and guided through each step of their financial journey. There is no way to tell when an unexpected life event may occur, and it can have an immediate impact on their financial well-being. In Part 1, we’ll play The Money Game which allows you to see the impact of a disability or death on a member and their family and the difficult decisions they may need to make during an already tough time.
Online Live Webinar
2/12/2020
8:00 AM to 9:00 AM
Member Focused Conversations: Guide with Confidence, Part 2
Go the extra mile. Member Focused Conversations, Part 2 focuses on using consultative questions and breaking down each part of a conversational process. It’s all about using the process consistently to provide your members with a customized, needs-based solution. Be committed to being your members' trusted financial consultant. If you don't take the opportunity to guide your members, they will look elsewhere for the guidance they need.*
Online Live Webinar
2/12/2020
10:00 AM to 11:00 AM
Member Focused Conversations: Guide with Confidence, Part 2
Go the extra mile. Member Focused Conversations, Part 2 focuses on using consultative questions and breaking down each part of a conversational process. It’s all about using the process consistently to provide your members with a customized, needs-based solution. Be committed to being your members' trusted financial consultant. If you don't take the opportunity to guide your members, they will look elsewhere for the guidance they need.*
Online Live Webinar
2/12/2020
1:00 PM to 2:00 PM
Member Focused Conversations: Guide with Confidence, Part 2
Go the extra mile. Member Focused Conversations, Part 2 focuses on using consultative questions and breaking down each part of a conversational process. It’s all about using the process consistently to provide your members with a customized, needs-based solution. Be committed to being your members' trusted financial consultant. If you don't take the opportunity to guide your members, they will look elsewhere for the guidance they need.*
Online Live Webinar
2/13/2020
8:00 AM to 9:00 AM
Member Focused Conversations: Guide with Confidence, Part 3
Part 3 of Member Focused Conversations takes the consultative conversation to a new level. In this session, we focus on personalizing benefits to the member and their unique situation. We will go beyond a generic benefit to pursue a richer more personalized benefit to the member. This will ensure your members see the value and why payment protection is so important. . .to them! Go the extra mile.*
Online Live Webinar
2/13/2020
10:00 AM to 11:00 AM
Member Focused Conversations: Guide with Confidence, Part 3
Part 3 of Member Focused Conversations takes the consultative conversation to a new level. In this session, we focus on personalizing benefits to the member and their unique situation. We will go beyond a generic benefit to pursue a richer more personalized benefit to the member. This will ensure your members see the value and why payment protection is so important. . .to them! Go the extra mile.*
Online Live Webinar
2/13/2020
1:00 PM to 2:00 AM
Member Focused Conversations: Guide with Confidence, Part 3
Part 3 of Member Focused Conversations takes the consultative conversation to a new level. In this session, we focus on personalizing benefits to the member and their unique situation. We will go beyond a generic benefit to pursue a richer more personalized benefit to the member. This will ensure your members see the value and why payment protection is so important. . .to them! Go the extra mile.*
Online Live Webinar
2/18/2020
10:00 AM to 10:30 AM
Skills in Action - Coaching Conversations: Performance Coaching
Geared for busy managers and coaches, this 30-minute workshop provides a hands-on approach when trying to uncover the root cause of your employee’s performance. This interactive session, driven by you, the coach, gives you the opportunity to learn and apply strategies, including asking the right questions, to uncover the issue and reach a mutual solution. Registration is limited to 30.
Online Live Webinar
2/18/2020
1:00 PM to 1:30 PM
Skills in Action - Coaching Conversations: Performance Coaching
Geared for busy managers and coaches, this 30-minute workshop provides a hands-on approach when trying to uncover the root cause of your employee’s performance. This interactive session, driven by you, the coach, gives you the opportunity to learn and apply strategies, including asking the right questions, to uncover the issue and reach a mutual solution. Registration is limited to 30.
Online Live Webinar
2/20/2020
8:00 AM to 9:00 AM
Addressing Concerns: Close the Case
What if the member asks a question or raises a concern? Don't let this question stop you any longer from educating your members on payment protection. Confidently address four common member questions and concerns related to payment protection.*
Online Live Webinar
2/20/2020
10:00 AM to 11:00 AM
Addressing Concerns: Close the Case
What if the member asks a question or raises a concern? Don't let this question stop you any longer from educating your members on payment protection. Confidently address four common member questions and concerns related to payment protection.*
Online Live Webinar
2/20/2020
1:00 PM to 2:00 PM
Addressing Concerns: Close the Case
What if the member asks a question or raises a concern? Don't let this question stop you any longer from educating your members on payment protection. Confidently address four common member questions and concerns related to payment protection.*
Online Live Webinar
2/27/2020
10:00 AM to 10:30 AM
Skills in Action - Confident Conversations: Addressing Concerns
Looking for a quick and focused learning opportunity? This interactive, learner-driven session gives you the opportunity to take a deeper dive into Addressing Member Concerns. We will examine how to effectively address a member’s hesitation by focusing on the conversation and tools you can use to help your member see the value of the product. * Each month, January – March, we will center the workshop around a different member concern. Sign up for all 3! Registration is limited to 30.
Online Live Webinar
2/27/2020
1:00 PM to 1:30 PM
Skills in Action - Confident Conversations: Addressing Concerns
Looking for a quick and focused learning opportunity? This interactive, learner-driven session gives you the opportunity to take a deeper dive into Addressing Member Concerns. We will examine how to effectively address a member’s hesitation by focusing on the conversation and tools you can use to help your member see the value of the product. * Each month, January – March, we will center the workshop around a different member concern. Sign up for all 3! Registration is limited to 30.
Online Live Webinar
March
3/10/2020
1:00 PM to 2:00 PM
Tough Conversations
As a coach, you can often find yourself faced with a tough conversation. How you handle these conversations will ultimately impact employee performance. Implement a proven model that will both change employee behavior and maintain a good working relationship.
Online Live Webinar
3/12/2020
8:00 AM to 9:00 AM
ID Your Coaching Style
It's more than being tactical and technical. Leadership and coaching takes certain people skills and awareness about yourself and those around you. This sessions allows you to identify and reflect on how well your go-to style works, and learn the different effective styles to motivate individuals and their unique personalities.
Online Live Webinar
3/17/2020
8:00 AM to 8:45 AM
Member Focused Conversations: Guide with Confidence, Part 1
Your members expect to be educated and guided through each step of their financial journey. There is no way to tell when an unexpected life event may occur, and it can have an immediate impact on their financial well-being. In Part 1, we’ll play The Money Game which allows you to see the impact of a disability or death on a member and their family and the difficult decisions they may need to make during an already tough time.
Online Live Webinar
3/17/2020
10:00 AM to 10:45 AM
Member Focused Conversations: Guide with Confidence, Part 1
Your members expect to be educated and guided through each step of their financial journey. There is no way to tell when an unexpected life event may occur, and it can have an immediate impact on their financial well-being. In Part 1, we’ll play The Money Game which allows you to see the impact of a disability or death on a member and their family and the difficult decisions they may need to make during an already tough time.
Online Live Webinar
3/17/2020
1:00 PM to 1:45 PM
Member Focused Conversations: Guide with Confidence, Part 1
Your members expect to be educated and guided through each step of their financial journey. There is no way to tell when an unexpected life event may occur, and it can have an immediate impact on their financial well-being. In Part 1, we’ll play The Money Game which allows you to see the impact of a disability or death on a member and their family and the difficult decisions they may need to make during an already tough time.
Online Live Webinar
3/18/2020
8:00 AM to 9:00 AM
Member Focused Conversations: Guide with Confidence, Part 2
Go the extra mile. Member Focused Conversations, Part 2 focuses on using consultative questions and breaking down each part of a conversational process. It’s all about using the process consistently to provide your members with a customized, needs-based solution. Be committed to being your members' trusted financial consultant. If you don't take the opportunity to guide your members, they will look elsewhere for the guidance they need.*
Online Live Webinar
3/18/2020
10:00 AM to 11:00 AM
Member Focused Conversations: Guide with Confidence, Part 2
Go the extra mile. Member Focused Conversations, Part 2 focuses on using consultative questions and breaking down each part of a conversational process. It’s all about using the process consistently to provide your members with a customized, needs-based solution. Be committed to being your members' trusted financial consultant. If you don't take the opportunity to guide your members, they will look elsewhere for the guidance they need.*
Online Live Webinar
3/18/2020
1:00 PM to 2:00 PM
Member Focused Conversations: Guide with Confidence, Part 2
Go the extra mile. Member Focused Conversations, Part 2 focuses on using consultative questions and breaking down each part of a conversational process. It’s all about using the process consistently to provide your members with a customized, needs-based solution. Be committed to being your members' trusted financial consultant. If you don't take the opportunity to guide your members, they will look elsewhere for the guidance they need.*
Online Live Webinar
3/19/2020
8:00 AM to 9:00 AM
Member Focused Conversations: Guide with Confidence, Part 3
Part 3 of Member Focused Conversations takes the consultative conversation to a new level. In this session, we focus on personalizing benefits to the member and their unique situation. We will go beyond a generic benefit to pursue a richer more personalized benefit to the member. This will ensure your members see the value and why payment protection is so important. . .to them! Go the extra mile.*
Online Live Webinar
3/19/2020
10:00 AM to 11:00 AM
Member Focused Conversations: Guide with Confidence, Part 3
Part 3 of Member Focused Conversations takes the consultative conversation to a new level. In this session, we focus on personalizing benefits to the member and their unique situation. We will go beyond a generic benefit to pursue a richer more personalized benefit to the member. This will ensure your members see the value and why payment protection is so important. . .to them! Go the extra mile.*
Online Live Webinar
3/19/2020
1:00 PM to 2:00 PM
Member Focused Conversations: Guide with Confidence, Part 3
Part 3 of Member Focused Conversations takes the consultative conversation to a new level. In this session, we focus on personalizing benefits to the member and their unique situation. We will go beyond a generic benefit to pursue a richer more personalized benefit to the member. This will ensure your members see the value and why payment protection is so important. . .to them! Go the extra mile.*
Online Live Webinar
3/26/2020
8:00 AM to 9:00 AM
Addressing Concerns: Close the Case
What if the member asks a question or raises a concern? Don't let this question stop you any longer from educating your members on payment protection. Confidently address four common member questions and concerns related to payment protection.*
Online Live Webinar
3/26/2020
10:00 AM to 11:00 AM
Addressing Concerns: Close the Case
What if the member asks a question or raises a concern? Don't let this question stop you any longer from educating your members on payment protection. Confidently address four common member questions and concerns related to payment protection.*
Online Live Webinar
3/26/2020
1:00 PM to 2:00 PM
Addressing Concerns: Close the Case
What if the member asks a question or raises a concern? Don't let this question stop you any longer from educating your members on payment protection. Confidently address four common member questions and concerns related to payment protection.*
Online Live Webinar
3/31/2020
10:00 AM to 10:30 AM
Skills in Action - Confident Conversations: Addressing Concerns
Looking for a quick and focused learning opportunity? This interactive, learner-driven session gives you the opportunity to take a deeper dive into Addressing Member Concerns. We will examine how to effectively address a member’s hesitation by focusing on the conversation and tools you can use to help your member see the value of the product. * Each month, January – March, we will center the workshop around a different member concern. Sign up for all 3! Registration is limited to 30.
Online Live Webinar
3/31/2020
1:00 PM to 1:30 PM
Skills in Action - Confident Conversations: Addressing Concerns
Looking for a quick and focused learning opportunity? This interactive, learner-driven session gives you the opportunity to take a deeper dive into Addressing Member Concerns. We will examine how to effectively address a member’s hesitation by focusing on the conversation and tools you can use to help your member see the value of the product. * Each month, January – March, we will center the workshop around a different member concern. Sign up for all 3! Registration is limited to 30.
Online Live Webinar
April
4/2/2020
10:00 AM to 10:30 AM
Skills in Action - Coaching Conversations: Performance Coaching
Geared for busy managers and coaches, this 30-minute workshop provides a hands-on approach when trying to uncover the root cause of your employee’s performance. This interactive session, driven by you, the coach, gives you the opportunity to learn and apply strategies, including asking the right questions, to uncover the issue and reach a mutual solution. Registration is limited to 30.
Online Live Webinar
4/2/2020
1:00 PM to 1:30 PM
Skills in Action - Coaching Conversations: Performance Coaching
Geared for busy managers and coaches, this 30-minute workshop provides a hands-on approach when trying to uncover the root cause of your employee’s performance. This interactive session, driven by you, the coach, gives you the opportunity to learn and apply strategies, including asking the right questions, to uncover the issue and reach a mutual solution. Registration is limited to 30.
Online Live Webinar