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
September
9/17/2019
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
9/17/2019
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
9/17/2019
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
9/18/2019
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
9/18/2019
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
9/18/2019
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
9/19/2019
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
9/19/2019
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
9/19/2019
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
9/25/2019
10:00 AM to 10:30 AM
Skills in Action: Confident Conversations - Personalized Benefit Statements
Event is Full
Looking for a quick and focused learning opportunity to put into practice the knowledge and skills you have? This interactive, learner-driven session gives you the opportunity to take a deeper dive into Personalized Benefits Statements. You’ll work with lending peers to craft personalized benefit statements that help members see the value of protecting their loan.* Registration is limited to 30. If the session is full, register to be placed on the Wait List.
Online Live Webinar
9/26/2019
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
9/26/2019
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
9/26/2019
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
October
10/8/2019
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
10/10/2019
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
10/15/2019
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
10/15/2019
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
10/15/2019
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
10/16/2019
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
10/16/2019
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
10/16/2019
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
10/17/2019
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
10/17/2019
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
10/17/2019
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
10/24/2019
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
10/24/2019
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
10/24/2019
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
10/29/2019
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
10/30/2019
10:00 AM to 11:00 AM
Skills in Action: Confident Conversations - Consultative Questions
Looking for a quick and focused learning opportunity to put into practice the knowledge and skills you have? This interactive, learner-driven session gives you the opportunity to take a deeper dive into asking consultative questions, going beyond the questions on a standard application. You’ll work through a member scenario with lending peers and will walk away with an effective consultative questioning strategy, helping to uncover information about your member’s needs.* Registration is limited to 30. If the session is full, register to be placed on a Wait List.
Online Live Webinar
10/31/2019
8:00 AM to 9:00 AM
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
November
11/5/2019
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
11/5/2019
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
11/5/2019
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
11/6/2019
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
11/6/2019
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
11/6/2019
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
11/7/2019
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
11/7/2019
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
11/7/2019
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
11/12/2019
10:00 AM to 10:30 AM
Skills in Action: Beyond the Application
You’ve asked great consultative questions and gathered important information about your member. You satisfied their current need but was anything missed? This interactive, learner-driven session gives you the opportunity to dive into a member scenario and determine what additional opportunities exist for your member. You’ll be provided with a member’s background then work with your peers to build a customized loan package.* Registration is limited to 30. If the session is full, register to be placed on the Wait List.
Online Live Webinar
11/14/2019
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
11/14/2019
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
11/14/2019
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
11/19/2019
10:00 AM to 11:00 AM
Loyal Lending, Part 1
Part 1 of Loyal Lending - Dig deeper. Learn more. Don't be an order-taker. Use the credit report and consultative questions to go beyond the initial loan request and find additional opportunities to help members reach their financial goals and improve their financial well-being. Be sure to register for Part 2.*
Online Live Webinar
11/20/2019
10:00 AM to 11:00 AM
Loyal Lending, Part 2
Part 2 of Loyal Lending - Dig deeper. Learn more. Don't be an order-taker. User the credit report and consultative questions to go beyond the initial loan request and find additional opportunities to help members reach their financial goals and improve their financial well-being. Be sure to register for Part 1 also if you haven't already.*
Online Live Webinar
11/21/2019
10:00 AM to 10:30 AM
Skills in Action - Confident Conversations: Personalized Benefit Statements
Looking for a quick and focused learning opportunity to put into practice the knowledge and skills you have? This interactive, learner-driven session gives you the opportunity to take a deeper dive into crafting Personalized Benefit Statements. You’ll work through a member scenario with lending peers and will walk away with benefit statements you can use when presenting the payment, package and benefits to the member. Registration is limited to 30. If the session is full, register to be placed on the Wait List.
Online Live Webinar