Put Your Business Development Into Overdrive

The business development world is changing and so should your credit union. In this session, we will provide you with the support and tools you need to enhance your business development team. You will learn ways to enhance your culture and coaching structure to increase results immediately as well as learn how to incorporate technology to allow your team to operate more efficiently and effectively in the field. We will discuss strategies, goals, tracking, individual member profiles, and creating a prospecting plan plus we will discover how simple it is to establish a remote office for your Business Development team.

Developing the Perfect Week

It can be frustrating to try and manage current Member Companies/SEGs at the same time as bringing in new ones. How do you balance prospecting activities that are effective and lead to trackable results? In this workshop you will learn how to leveraging strategic partnerships, make your prospecting plan work for you, and create a strong personal brand in the community.

Take the ‘Office’ Out of Business Development Officer & Brand Your Business Development Team

A Business Development Officer should be considered the ‘chameleon’ of the credit union industry and it is vital in today’s environment to give them the tools they need to be successful. This session will review over resources you can give them to help them blend into their environment, what a remote office looks like, what support Marketing & IT need to give, and developing real-time goals to establish a plan of action. It will also assist in developing a strategy, developing goals, activities, coaching, and tracking to build a successful team that mirrors your brand in the community and your SEGs.

Be a ‘Benefit’ Not a Vendor for Your SEGs

With SEGs & Member Companies cutting benefits, it’s important to position your credit union as a free, no-cost benefit for their employees. In this session you will learn how to establish the tools that can help employers take on health benefit cuts while eliminating financial stresses to help make a great living for their employees. After attending this session be prepared to gather ideas and walk away with a sense of purpose for the SEGs or Member Companies you serve.

Get Ahead with Cost-Effective Tech

Getting ahead with cost-effective technology is absolutely necessary in financial services. You’ll lose your members without it. The unfortunate struggle is that credit unions just do not have the same technology budgets that large banks do. In this session you’ll learn how to leverage technology without the big expense. We will introduce you to new technology and new technology strategies that can help you improve services, better serve members and grow – without being prohibitively expensive. You’ll also learn how credit unions are finding creative, budget-friendly ways to leverage technology today.

There’s An App for That: How to Engage Members through Tablet & Smartphone Applications

With approximately 70 million possible tablet users by year-end and 4.6 billion smartphones being used worldwide it’s safe to say credit union members are mobile. As credit unions begin to adapt and cope to the so called, “Post PC Era” how will their mobile applications on smartphones and tablets effect how they service and educate non-members and existing members? Imagine what it would look like if a financial institution developed their own applications to educate, engage, and market to its members and non-members. Mobile devices and custom app development across multiple platforms will become critical in differentiating one financial institution from the next. As tablet devices surpass the sales of PC devices it will become even more important to strategize on the surpassing of online banking to people utilizing mobile banking.


Our services will provide your credit union with clear structure, innovative solutions, and a way to feel comfortable embracing leadership development and sales and service strategies. We offer an array of speaking, training, and consulting services in the following areas: