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CUNA Business Development School: Part I
Topics & Objectives
Please note that the Topics/Objectives listed below are subject to change.
Succeed in Credit Union Business Development
- Discuss the competitive environment - banks, brokers, and Wal-Mart?
- Explore how to use the credit union philosophy in business development
- Know how to measure, track, analyze, and adjust your numbers
- Align your business plans with the overall strategy of your credit union
"So You're a Credit Union, Now What?" - Branded Business Development Tactics That Work
- Understand the importance of branding and how to brand your credit union
- Learn the benefits of creating brand ambassadors
- Discuss branding and business development strategies and best practices
Roundtable Discussion on Best Practices
- Discuss best practices regarding SEG ambassador programs, serving underserved markets, youth programs, financial literacy solutions, community partnerships, working with Hispanic markets, and using technology
- Develop a list of actions to implement at your credit union
Successful SEG Relationships
- Discuss strategies to create relationships and define your target groups
- Learn how to differentiate yourself from other vendors
- Communicate with existing SEGs and explore "ambassador" contact tips for building business partners
- Learn how to categorize and quantify SEG visits and events for tracking
From Public Relations to Partnerships: Developing a Community Development Program
- Discuss the systems, activities, and expectations necessary to support the community development process within your credit union
- Identify event objectives and strategies, how to gain internal and external buy-in, and define success measurement for your community programs
- Learn how to identify underserved community groups
- Explore ideas for increasing staff involvement
Member Experience Management
- Gain a better understanding of consumer demographic and behavioral shifts
- Learn how to create a unique experience and sustain a competitive advantage
- Understand the tools and cultural changes necessary to be successful
- Discuss best practices and pitfalls to avoid
Business Development's Role in Developing Business Accounts
- Define business services within your credit union
- Identify potential business accounts within your existing membership
- Learn how business loans can build your credit union’s business
- Hear about industry trends and learn how other credit unions are offering member business services
Communication Strategies to Enhance the Business Relationship
- Sharpen your communication skills to ensure effective, quality sales interactions
- Connect with your listener to gain their involvement, attention, and commitment
- Present a credible image and deliver your message in a confident and knowledgeable manner
For more program content information or to request a brochure call 800-356-9655, ext. 4249, or email elearning@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.
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