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
April
4/24/2018 12:00 PM
to 1:00 PM
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
4/25/2018 12:00 PM
to 1:00 PM
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
4/26/2018 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
4/26/2018 2:00 PM
to 3:00 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
May
5/8/2018 12:00 PM
to 1:00 PM
Recognizing Performance
When employees know and use their strengths, they're more engaged and have higher performance. Increase employee performance through the use of targeted recognition strategies.
Online Live Webinar
5/10/2018 12:00 PM
to 1:00 PM
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
5/15/2018 10:00 AM
to 11:00 AM
Member Focused Conversations: Guide with Confidence, PART 1
Members are looking for someone to provide them financial guidance. Even if your members are doing well right now, the unexpected can have an immediate impact on their financial well-being. Part 1 focuses on helping your member feel the impact through a Money Game as they make difficult decisions during an already tough time.
Online Live Webinar
5/15/2018 2:00 PM
to 3:00 PM
Member Focused Conversations: Guide with Confidence, PART 1
Members are looking for someone to provide them financial guidance. Even if your members are doing well right now, the unexpected can have an immediate impact on their financial well-being. Part 1 focuses on helping your member feel the impact through a Money Game as they make difficult decisions during an already tough time.
Online Live Webinar
5/16/2018 10:00 AM
to 11:00 AM
Member Focused Conversations: Guide With Confidence, PART 2
Go the extra mile. Part 2 focuses on using consultative questions and a consistent process to provide your members with personalized solutions. 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
5/16/2018 2:00 PM
to 3:00 PM
Member Focused Conversations: Guide With Confidence, PART 2
Go the extra mile. Part 2 focuses on using consultative questions and a consistent process to provide your members with personalized solutions. 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
5/17/2018 10:00 AM
to 11:00 AM
Member Focused Conversations: Guide with Confidence, PART 3
Part 3 builds on what you learned about a member focused conversation and takes it to a new level. You won't simply present benefits, you'll personalize them, helping your members to see the value and why payment protection is so important. . .to them!. Go the extra mile.*
Online Live Webinar
5/17/2018 2:00 PM
to 3:00 PM
Member Focused Conversations: Guide with Confidence, PART 3
Part 3 builds on what you learned about a member focused conversation and takes it to a new level. You won't simply present benefits, you'll personalize them, helping your members to see the value and why payment protection is so important. . .to them!. Go the extra mile.*
Online Live Webinar
5/23/2018 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
June
6/5/2018 12:00 PM
to 1:00 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
6/7/2018 12:00 PM
to 1:00 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
6/12/2018 10:00 AM
to 11:00 AM
Member Focused Conversations: Guide with Confidence, PART 1
Members are looking for someone to provide them financial guidance. Even if your members are doing well right now, the unexpected can have an immediate impact on their financial well-being. Part 1 focuses on helping your member feel the impact through a Money Game as they make difficult decisions during an already tough time.
Online Live Webinar
6/12/2018 2:00 PM
to 3:00 PM
Member Focused Conversations: Guide with Confidence, PART 1
Members are looking for someone to provide them financial guidance. Even if your members are doing well right now, the unexpected can have an immediate impact on their financial well-being. Part 1 focuses on helping your member feel the impact through a Money Game as they make difficult decisions during an already tough time.
Online Live Webinar
6/13/2018 10:00 AM
to 11:00 AM
Member Focused Conversations: Guide With Confidence, PART 2
Go the extra mile. Part 2 focuses on using consultative questions and a consistent process to provide your members with personalized solutions. 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
6/13/2018 2:00 PM
to 3:00 PM
Member Focused Conversations: Guide With Confidence, PART 2
Go the extra mile. Part 2 focuses on using consultative questions and a consistent process to provide your members with personalized solutions. 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
6/14/2018 10:00 AM
to 11:00 AM
Member Focused Conversations: Guide with Confidence, PART 3
Part 3 builds on what you learned about a member focused conversation and takes it to a new level. You won't simply present benefits, you'll personalize them, helping your members to see the value and why payment protection is so important. . .to them!. Go the extra mile.*
Online Live Webinar
6/14/2018 2:00 PM
to 3:00 PM
Member Focused Conversations: Guide with Confidence, PART 3
Part 3 builds on what you learned about a member focused conversation and takes it to a new level. You won't simply present benefits, you'll personalize them, helping your members to see the value and why payment protection is so important. . .to them!. Go the extra mile.*
Online Live Webinar
6/21/2018 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