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
August
8/11/2020
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
8/12/2020
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
8/13/2020
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
8/18/2020
10:00 AM to 10:30 AM
Skills in Action - Confident Conversations: Follow Up to Online Applications
Members have always applied for loans online, but in today’s new world, it’s happening more than ever. Join us for this very interactive, learner-driven session. The workshop gives you the opportunity to learn how to more effectively and authentically follow up with your member after receiving the application, continue the conversation and assist them with their needs today and into the future.*
Online Live Webinar
8/20/2020
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
September
9/1/2020
11:00 AM to 11:30 AM
Skills in Action - Coaching Conversations: Adapt Your Coaching Style
Each opportunity to coach requires a certain approach; a certain style to be most effective. After identifying your coaching style, we'll walk through a scenario and determine the style best fit to most effectively motivate the individual and their unique personality. Geared for busy managers and coaches, this 30-minute workshop provides a hands-on approach to reflect and practice how to flex your style to see the best results.
Online Live Webinar
9/2/2020
8:00 AM to 8:30 AM
Skills in Action - Coaching Conversations: Coaching in the Moment
Don't wait for the end of the week or month for a formal coaching conversation to take place. Coach in real time and see quicker results. Geared for busy managers and coaches, this 30-minute workshop provides a hands-on approach to reflect and practice on-the-spot and on-going coaching techniques to motivate high and low performers to succeed.
Online Live Webinar
9/2/2020
11:00 AM to 11:45 AM
Skills in Action: Protection Advisor Expert (PAX)
The best way to learn how to use Protection Advisor Expert is to practice. Join this 30-minute facilitator led session for an opportunity to practice and ask questions, live! The facilitator will kick off the session with a demonstration of calculating a member’s loan amortization and then you will get a chance to access the practice site, test drive the system/process, and ask questions, when you have them!
Online Live Webinar
9/15/2020
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
9/15/2020
11:00 AM to 11:45 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
9/16/2020
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
9/16/2020
11:00 AM to 12:00 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
9/17/2020
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
9/17/2020
11:00 AM to 12:00 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
9/23/2020
11:00 AM to 11:30 AM
Skills in Action - Confident Conversations: Member Education Tools
How can you proactively use a Member Education tool within your conversation? You've successfully established expectations, asked for an affordable payment, asked consultative questions and received the second commitment to the payment. Now you're ready to present the loan package. This interactive, learner-driven session gives you the opportunity to learn how to proactively position member education tools during the conversation to help your member see the value of what you're offering.*
Online Live Webinar
9/24/2020
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
9/24/2020
11:00 AM to 12:00 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
9/29/2020
11:00 AM to 11:30 AM
Skills in Action - Confident Conversations: Follow Up Opportunities
Members have always applied for loans online, but in today’s new world, it’s happening more than ever. Join us for this very interactive, learner-driven session. The workshop gives you the opportunity to learn how to more effectively and authentically follow up with your member after receiving the application, continue the conversation and assist them with their needs today and into the future.*
Online Live Webinar
October
10/6/2020
11:00 AM to 12:00 PM
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 session 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
10/7/2020
11:00 AM to 11:30 AM
Skills in Action - Confident Conversations: Refis & New Opportunities
Refinancing is a business of its own and a great opportunity to uncover what's at the heart of your members’ needs. The workshop gives you the opportunity to learn how to ask strong, consultative questions to gain a full financial picture of your member in order to find the right solutions. You’re not just taking care of their needs of today but their needs into the future.*
Online Live Webinar
10/8/2020
11:00 AM to 11:30 AM
Skills in Action - Coaching Conversations: Coaching in the Moment
Don't wait for the end of the week or month for a formal coaching conversation to take place. Coach in real time and see quicker results. Geared for busy managers and coaches, this 30-minute workshop provides a hands-on approach to reflect and practice on-the-spot and on-going coaching techniques to motivate high and low performers to succeed.
Online Live Webinar
10/13/2020
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
10/13/2020
11:00 AM to 11:45 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
10/14/2020
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
10/14/2020
11:00 AM to 12:00 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
10/15/2020
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
10/15/2020
11:00 AM to 12:00 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
10/22/2020
8:00 AM to 8:30 AM
Skills in Action - Confident Conversations: Addressing Concerns - It's too expensive!
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. *
Online Live Webinar
10/22/2020
11:00 AM to 11:30 AM
Skills in Action - Confident Conversations: Addressing Concerns - I've got a GREAT plan at work!
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. *
Online Live Webinar