Recorded Webinars

Marketing Management Webinars

How to Be More Productive, Creative and Successful
A Three-Part Webinar Series

Are you feeling pressured and stretched by all of the marketing, sales, training or business development projects? Do you feel you don't have time to plan and do what you feel is best? In these three workshops you will learn ways to hone 3 key skill areas to get better results and thrive in your work!

  1. Improving Project & Time Management Skills

    • Five steps to get more done and have time for new ideas or projects - these takes minutes to use and save you hours of time

  2. Enhancing Your Creativity in High Pressure Situations

    • Three jumpstarts that expand your ability to "bring it" to every challenge and quickly formulate your best ideas

  3. Understanding How to Communicate Results to Other Personality Types

    • Four personalities you need to know to get your ideas approved, work more effectively with managers, and three sensory styles to understand how to successfully present to them

These workshops will give you processes and worksheets you can use right away, with examples to help you get down to business right away!

To register, email us

Branding to Achieve Growth Goals
A Three-Part Webinar Series

In today's digital driven marketplace, you must deliver extraordinary customer experiences that support your brand story - the reason someone should do business with your credit union.

Every day you are bombarded with "messages" in your email, online and on your phone. But Marketing is about building a relationship with someone to get them ready to buy. So, if your credit union is not achieving desired results, or you believe your brand is not well defined to compete effectively in this congested marketplace, join us for this three-part webinar series.

In these 30-minute workshops, you will recraft branding messages that will get your credit union poised to hit and surpass your annual goals. Learn to highlight your competitive edge and create an emotional reaction with members and prospective members. Email us to sign up for one webinar at $49, or get all three in the series at $98; and you get one free!

  1. How to Map the Member Journey
    • What is the process, or the member journey, for making the experience with online services and branch or call center experiences seamless?
    • What is a differentiator your credit union has that makes an emotional connection with your member or prospective member?
    • Where are the "pain points" for members that you need to provide solutions to, in order to enhance the experience of doing business with the credit union?
  2. How to Determine the Competitive Advantage of Your Credit Union
    • What can we do to provide extraordinary member experiences?
    • What separates your Credit Union from other banks or financial organizations, the differentiator?
    • What can you use to be special, different, or stand out to a member or prospect?
  3. How to Develop the Brand Story and Positioning Foundation
    • What words describe your experience or your differentiator? What's the story that members will relate to?
    • What Emotional Connection can you make with a Positioning Statement or Tagline? Can it be a rallying cry? Can it get people feeling good?
    • How can this positioning statement be used across the organization? What copy points need to be used in marketing messages to further develop the brand story?

These are fast-paced workshops meant to give you immediate steps to take with worksheets and examples to help you get down to business right away!

To register, email us

Membership Growth
A Four-Part Webinar Series

If you want to learn how to differentiate your credit union to enhance membership growth, you must put time and thought into creating raving fans or cheerleaders that tell others about your credit union. Understanding the member journey when getting financial services at your credit union is vital. If you are operating as an order-taking organization where anyone who walks into your branch or calls on the phone or visits your website is treated the same as every other visitor, you are probably not getting the growth you need to stay up with attrition.

Most importantly, by developing great member experiences with staff trained to understand serving different generations and handling life situations, you will not experience the big membership increases that will support your future goals.

In this webinar series, you will dive into ways to create better member journeys based on specific target groups that will enhance membership growth. Of the four webinars, you can choose just one or listen to the whole series.

  1. The "Care" Team: Connecting with Stressed Members in Difficult Times
  2. Consider what happens right now in your lobby, over the phone or on your website when a member is in crisis. Specifically when a member needs help taking care of financial issues related to a death in the family, or someone they care about is in the hospital, or they are going through some other stressful event. Does a teller or MSR simply start helping the member? Are they prepared to assist with special training? If there is no special team, no one trained to assist in difficult times, or nothing online to make it easier on the stressed member, you may be missing a big opportunity. This focus on differentiating your credit union with a Care Team gives more meaning to being a "member" of your credit union. The member who is helped will likely tell other family members, coworkers and friends about the helpfulness and recommend your credit union - creating a raving fan or cheerleader! In the webinar, you will learn to create the member journey with:
    • Value of Compassion: Build a Care Team with New Skillsets
    • Understanding the Emotions: Demonstrating the Value of Being a Member at Your Credit Union
    • Developing Resources: Include Your Partners as Part of the Team to Expand Relationships
  3. The Wealth Management Team: Connecting with Busy Members by Appointment
  4. How convenient do you make doing business with your credit union for busy working professionals, those with families, those with aging parents, and any mid-life Gen-Xer who is time challenged? Focusing on how to change your credit union's approach to the busy member experience can help create more raving fans and cheerleaders. In recognizing the needs of sandwiched members with busy schedules, families and elder care responsibilities, you can find ways to make their financial lives easier to manage. This will, in turn, develop deeper relationships and get them to talk up your credit union. In the webinar, you will learn to create the member journey with:
    • Value of Convenience: Benefit of Ease for the New Consumer Giant: Gen X
    • Understanding Life Stages: Being aware of assisting with kids going to college, loans for larger consumer items or remodeling, refinancing, and parents with health issues
    • Developing Resources: Fine-tune cross-selling by focusing on solutions using a consultative sell with speed
  5. The Concierge: Connecting with Aging Members
  6. The largest membership segment in most credit unions today is made up of Baby Boomers. They still represent the largest generation of consumers that have the most savings and loans, yet they are aging. In 2014, the youngest of the Boomers passed age 50 with the oldest passing age 70. They are parents of the Gen X and Y generations as well as caregivers of their Silent Generation parents. Not to be ignored, the Boomers still have deposits that you want to keep and real estate loans or other products that are profitable for your credit union. In the webinar, you will learn to create the member journey with:
    • Value of Protection: Providing products and services for family trusts, investment and insurance
    • Understand the Need for a Friend: Making the branch a welcoming place for Silents and Boomers
    • Developing Resources: Foster staff networking and involvement in the community, to uncover services and organizations to assist seniors
  7. The Chat: Connecting with Prospects Online & Young People on Mobile
  8. With the largest generation of Gen Y or the Millennials growing older as well as more shopping online and using mobile technology, what is your ability to attract new members to join online? Once again, there is a need to really understand the member journey to open a membership with your credit union. While some may still prefer to come in, many young adults want to do everything on their phone, tablet or laptop. In trying to uncover the ways to shift your credit union into the digital space for more effective membership growth, it's understanding that the prospects you are trying to attract are not linear. Their use of technology is scattered across multiple social media and mobile platforms. With a good, easy to use online membership microsite and website fueled with good content, what does this shift look like? In the webinar, you will learn to create the member journey with:
    • Value of Now: Allow members to interact with the brand quickly and easily
    • Understand the Digital Native: More than having a mobile app, it's the experience on whatever screen is in front of the member
    • Developing Resources: From pop-up chat and mobile alerts, to easy online membership applications and good content, use youngest employees to uncover ways to capture more business

To register, email us

Improving Marketing Performance
A Four-Part Webinar Series

Is your marketing department constantly bombarded with too many things to do, and not enough time to get them all done? Or are you THE marketing department, like a one-man-band? With all the changes in the media landscape and digital space, do you feel you need to know more before shifting your budget to new choices? Do you feel pressured to show the results of your marketing dollars, yet find it difficult to defend yourself when you can't provide specific numbers?

We totally understand, because that's where we live and breathe every day! It's the crazy, sometimes cluttered, overwhelming and demanding world of marketing!

In this series, you will find tools, tips and workable solutions that will help you navigate your marketing space to maximize results for your credit union. You will explore new ways to use your marketing channels to uncover more leads and make you the hero in helping reach your corporate goals!
The four webinars topics include:

  1. Seven (7) Steps to Marketing Promotion that Get Results: Why Using the Magic of 7 Grabs Member Attention
  2. In this workshop, you will learn how to set up your marketing to make sure your message is in front of members at least 7 times with these tips:
    • Traditional touches: how to cover the bases to keep consistency and not rely totally on digital
    • Digital touches: a great way to have your message be seen
    • E-Marketing touches: one way to treat the inbox as a more personal communication
    • Website touches: the two-click solution to get more leads
    • Social Media touches: the way to coordinate the messaging
    • Marketing Budget: a rule of thumb to focus your dollars
    • Tracking: a final step in perfecting your strategy
  3. Five (5) Ways to Develop New Ideas: How to Jumpstart Your Creativity for Product Development
  4. If you have ever felt brain dead, or maybe just challenged, to find new ways to develop ideas for your credit union, in this workshop, you can get the techniques to get moving with:
    • The 5 Questions to Start
    • Understanding Creativity
    • The Notebook of Ideas
    • The Brainstorm Rules
    • Collaboration for Success
  5. Three (3) Things Your CEO Wants to Know about Marketing: How to Always Be Ready
  6. Everyone wants to be prepared for anything when the CEO walks into their office or up to their desk. Here are the three things that will help you be ready to discuss your marketing performance:
    • Member Profitability
    • Marketing Return on Investment
    • The Numbers from the Current Promo
  7. Five (5) Business Development Keys to Success to Keep Your CU Growing
  8. In the incredibly competitive marketplace, there is still a lot of value in connecting with employed people as part of a business development strategy. In this workshop you'll learn:
    • Treating business development as sales
    • The key numbers that need to be tracked for success
    • A way to engage people in the workplace
    • Finding the ambassadors inside a company
    • Using an advisory board

To register, email us

The 4 "Always On" Marketing Strategies
A Four-Part Webinar Series

Is your marketing working 24/7, on all cylinders, to build member business? If you wonder about the ways you can support the front-line to more easily cross-sell, then this is for you. Mobile technology has created the need to be "always on" to engage members and prospective members. The 4 "Always On" Marketing Strategies including The Reminder, The New Member, The Cross-Sell, and The "Next Product" Strategies. This is a 4-part webinar series for credit union executives responsible for the credit union brand and marketing strategy.
The four webinars topics include:

  1. The Reminder Strategy: 3 Targeted Marketing and E-marketing Tactics
    • Building Lines of Credit
    • Expanding Credit Card Portfolios
    • Increasing Balances on Home Equity Lines of Credit
  2. The New Member Onboarding Strategy: 3 Ways to Move More to Your CU
    • Making the Welcome Special (Coupons)
    • The Magic of Following Up (for 6-month and 1-year anniversary)
    • The Personal Touch (Pre-approvals)
  3. The Cross-Sell Support Strategy: 3 Business Enhancing Suggestive Sells
    • Add that Insurance - Personal and loan protection
    • Future Investments - Referrals to connect with your advisors
    • Additional Accounts - Gift of Membership to expand into the family
  4. The Next Product Strategy: 3 Special Targets for Marketing
    • Must build Indirect member business
    • Connecting with millennials for their "firsts"
    • Remembering boomers still need these services

To register, email us

Tough Marketers:
A Four-Part Webinar Series

These webinarsare designed to give you reporting toolsto help you show results from your marketing efforts, create tracking worksheets to compare with past results and to provide reporting tools that can be updated each month. We will discuss Marketing Budget, Marketing Cost Recovery, Return on Marketing Investment and New Customer/Member Acquisition Costs.

The four webinars include:

  1. Creating Your Marketing Budget, Benchmarks & Dashboard for Tracking
  2. Designed to give you these reporting tools:
    • Show results of Marketing's contribution
    • Create tracking worksheets to compare with past results
    • Easily update and print reports to send each month or specific reporting periods
  3. Building Non-Interest Income: While Having Your Members Value Your Brand
  4. In this session participants get tips about building non-interest income by capitalizing on the:
    • Value of Partners
    • Value of Financial Advisors
    • Value of Protection
    • Value of of Easy Banking
    • Value of Financial Management Help
    Additional tips about maximizing marketing dollars by:
    • Creating the Win/Win for the Member
    • List of Vendors for Revenue & Negotiating
    • Utilizing Vendor Marketing Materials
    • Spreadsheet for Calendaring Vendor Promotion
  5. How to Buy Media in Today's Congested Marketplace
  6. This workshop is designed to help you create strategies that work for addressing empowered consumers as well as addressing the ever-evolving technologies and options which are redefining how advertising is sold, created, consumed and tracked. You'll hear from our faculty and a guest speaker: Lori Perkins, who has been an Account Executive at Comcast Spotlight, the advertising division of Comcast, since 2004. Lori will discuss how having cable as part of your media mix has expanded to online options such as having video pre-roll on popular websites and inline video commercials on the email login page. She is a winner of Comcast Spotlight's President's Club award for the top 1% of the company's advertising sales team. Comcast Corporation, formerly registered as Comcast Holdings, is the largest mass media and communications company in the world by revenue. It is the largest cable company and home Internet service provider in the United States. Making sure to have the right mix of media and marketing messages will assist in the flow of prospects and new members. You'll hear about:
    • Organizing a Media Buy - Using Tools Like Excel Worksheets
    • 4 Influencers Changing the Advertising Industry
    • Who to Target - Review Your Market
    • Planning the Buy - Traditional Media to Reach Your Target
    • Planning the Buy - Online Media to Expand Your Reach
    • Adding PR - Building a Positive Image with the Public
  7. Creating a Sales Approach with Business Development & Community Involvement
  8. This session will provide helpful tools and ideas to develop the sales strategy and processes to maintain the focus on nurturing SEG and community relationships and tracking results, including:
    • Business Development to Attract Employed New Members
    • Best Practice (Branch Manager Outreach)
    • Best Practice (Community Involvement)
    • Support Community-Based Events & Organizations
To register, email us

The Credit Union of the Future
A Four-Part Webinar Series

Rethink Your Reality — Strategically, Competitively, Operationally, & Culturally

Are you considering strategies to help reinvent your credit union? A guide for CEOs, C-suite managers and management teams struggling to find relevance in this high FinTech and competitive environment. Join us to discuss ideas of how to begin now. Four Webinars to rethink your Credit Union's reality:

  1. Strategically: 3 Blocks to Success & the Shifts to Make
    • Delaying for the Next Change - How to Catch Up
    • Waiting to Rethink Your Strategy, Structure and Culture - The Way to Shift to the Changed Reality
    • Choosing Not to Jump Forward - How to Close the Gap
  2. Competitively: 3 Ways to Make Your CU's Brand Stand Out
    • The Brand Team - Develop a clear competitive positioning that is sustainable
    • The Horse's Mouth Process - Conduct focus groups of members to uncover the products, services and marketplace image
    • The Tagline - Creating one that lives and underscores your competitive positioning
  3. Operationally: 3 Steps to Focus on the Member Journey to Create a Win/Win
    • Auditing the Key Touchpoints - Joining, Applying & Cross-Selling
    • Personalize the Experience When Possible
    • Balancing Technology and Personal Touch for the Win/Win
  4. Culturally: 4 Hocus Pocus Focus Ways to Make Your Environment Fun & Productive
    • Build Value with Staff Dedicated to "Being the Brand"
    • Find Cost-efficiencies by Streamlining the Member Experience
    • Focus Special Attention on Profitable Members
    • Creatively Hire the Best Talented Workers

To register, email us

Marketing by the Numbers Webinars

From CU Financials to Return on Investment (ROI):
A Four-Part Webinar Series

Join us in this four-part webinar series to learn more about the financials that drive decisions in marketing as well as how to track your results:
  1. Three (3) Ways the CU Financials Impact Marketing Decisions
  2. When the CFO provides input on what needs to be the focus for achieving credit union goals, whether it's to generate interest or fee income, grow assets or to attract low-cost deposits, it is important to understand why. If you are responsible for marketing in your organization, this workshop is designed to give you an understanding of the relationship between the marketing function and financial reporting. You will learn:
    • The Impact of Marketing Effectiveness on Financial Ratios
    • The Basics of ALCO
    • What to Ask Accounting to Focus the Next Promotion
  3. Four (4) Ways to Build Tracking into Marketing: ROI and Dashboard Session
  4. In this workshop we will provide, explain and demonstrate the following worksheets:
    • Marketing Cost Recovery Excel Worksheet: Calculating marketing promotion investment breakeven
    • Marketing Return on Investment (ROI) Excel Worksheet: Calculating success based on actual results
    • Simple Marketing Dashboard Excel Worksheet: Tying to corporate goals for easy tracking
  5. Ten (10) Data Points to Watch for Your Credit Union: With & Without MCIF
  6. Learn to use the power of data with:
    • The 4 Keys to Using the Power of Data
    • The 3 Deeper Dives; Analysis for Specific Answers
    • The 3 Areas to Focus on Membership Changes
  7. Three (3) Keys to Non-Interest Income: Fees, Partners; The Payments Model
    • Generating More Non-Interest Income (NII): People paying for value
    • Choosing the Partners: Marketing and Cross-selling support
    • The Payments Model: The true benefits of making more for the bottom line

To register, email us

Card Marketing Webinars

Market Credit Cards & Debit Cards for Revenue Results
A Three-Part Webinar Series

This 3-part webinar series will give you tips and marketing strategies to enhance your card portfolios and increase non-interest income, balances and interest income! Learn the best ways to market your credit cards in today's congested marketplace. What about your Debit Card interchange income? Want to know how to get members using their cards more often? This 3-part webinar series includes:

  1. Five Do's and Don'ts for Credit Card Balance Transfers; Campaigns
  2. Enhance your revenue with marketing tips on how to make your balance transfer campaigns get more results! In this webinar you will learn:
    • Tips for Making it Easy for the Member to Respond
    • Which Offers Help Cut Through the Clutter
    • Ideas to Market Credit Card Balance Transfers Even on a Tight Budget
  3. Three Tips to Get More Cards Working for Your Credit Union
  4. Enhancing Revenue from Acquisition to Usage
  5. Four Ideas for Credit and Debit Cards; Opening the Account-Just the Start
  6. In this webinar you will learn:
    • Working the card portfolio means having a plan
    • The profiling of your credit card holders for targeting success
    • The magic number of consistent promotions to grow the portfolio
    By the numbers, tracking of results of promotions helps make better decisions
To register, email us

Digital and Online Marketing Webinars

Credit Union Marketer Digital Skillset
A Three-Part Webinar Series

Do you need a more hands-on approach to some of the digital skills needed to make the most of your marketing?
As a credit union marketer, having multiple skills is now a requirement! Even when using marketing agencies, media reps and other industry reps, making decisions and understanding how new channels fit into your marketing strategy is not enough.
To really be comfortable in marketing across search, mobile, social, content, analytics, web, PR and email marketing, you need the skillset to be able to talk about these with the CEO and C-Suite team.
Three new Professional Marketer Skillset Modules:

  • Digital Advertising for Prospecting
  • Learn to reach out into your market online with a step-by-step process from deciding the strategy to choosing the format to designing the ad to tracking results.
    • Selecting the target market from the zip code area to demographics and behavioral tags
    • Deciding on the channels of website, social media and mobile
    • The ad sizes and design elements to get noticed
    • The tracking codes of view-thru (conversion) pixels and retargeting pixels
  • Social Media Branding, Content & Advertising
  • Making the most of one piece of your credit union's branded content across your social media networks; from how to create it and then repurpose it for different networks.
    • Starting with valuable content ideas
    • Mapping the content pieces
    • Developing angles and headline
  • The Keys to Better E-Marketing
  • Reach members using email marketing that is based on a personalized message channel, not just a blast of a graphic that arrives in their inbox. To make the most of communication with members through email, you will learn:.
    • The target list for broadcasting
    • The layout of an e-card or e-newsletter
    • The links to landing pages
To register, email us

Reaching Members Online: How to Set a Clear Online Marketing Strategy
A Four-Part Webinar Series

If you are responsible for marketing or responsible for your website and your member's digital experience, this series is designed to give you tips and tools to enhance your marketing to members online as well as their digital experience. The series offers 22 ways to capture members online and secrets that you can use immediately.
The Four Webinars include:

  1. 3 Must-Haves for Your Website
  2. In this webinar you will learn:
    • How to assess the experience of visiting your website
    • What is important to users of your website
    • Ideas and techniques to refresh your site, even on a small budget
  3. 4 Ways to Enhance Your Email Marketing
  4. From this webinar you will learn to:
    • Target members demographically for better open rates
    • Use techniques to build your e-mail address lists
    • Focus on conversion ideas for landing pages
  5. 5 Digital Advertising Opportunities
  6. In this webinar, we will explore these five channels that can help you generate more awareness and leads:
    • Digital Marketing: How you can target specific areas, demographics and interests
    • Mobile Solutions: Why showing up on mobile devices like smartphones and tablets pays off
    • Social Media Programs: When you want to micro-target, ads on Facebook and other social networks
  7. 10 Ways to Manage Social Media Content
  8. If you have limited time for creating content, get the most out of it with:
    • 3 Ways to Create Compelling Content
    • 4 Ways to Repurpose a Newsletter Article
    • 3 Ways to Maximize the Exposures

To register, email us

Cross-Selling Webinars

Building Relationships with Cross-Selling
A Three-Part Webinar Series

Are your credit union goals going to be increased this year? Build member relationships and enhance the cross-selling by your front-line by jumpstarting now with great training ideas in our new webinar series.
The three webinars topics include:

  1. Three Reasons Cross-Selling Fails and Ways to Retrain Your Staff to Cross-Sell Effectively
  2. If you have fewer members coming into the branch or calling on the phone, every encounter is key for building the relationship with capturing additional products and services. Learn the:
    • 3 reasons cross-selling fails
    • 5 most important words for front-line staff use when talking to members
    • 5 words to train them not to use when talking with members
    • 2 starter scripts to use for any cross-sell
  3. Five Steps to Helping Your Staff Consultative Sell So That Your Members Won't Even Know They've Been Cross-Sold!
  4. If you want to turn member goals into additional business, this webinar will provide 5 steps for training your front-line! You will find ways to train staff on how to:
    • Seek to Uncover Member Goals or Needs
    • Create Rapport Quickly
    • Assess How Hot/Cold the Member's Need
    • Next Step to Satisfy
    • Close the Sale
  5. Three Steps to Building Profitable Member Relationships; Educating Front Line Staff About Their Contribution to the Bottom Line
  6. With the continuing low loan rate environment, the ability to grow the bottom line is dependent on the efforts of all staff to find ways to create profitable member relationships. In this webinar, you will learn the 4 areas every front-line staff member should understand about they contribute to your credit union's bottom line:
    • Focus on the Lifetime Value of a Member
    • Consider the Costs to Serve
    • Building the Member Relationship

To register, email us

Cross-Selling Best Practices
A Four-Part Webinar Series

For Managers & Supervisors Who Are Responsible for Cross-Selling, Corporate Culture and/or Training

If you have an established cross-selling program or thinking of starting one, the best way to keep staff moving forward is to incorporate best practices. In 4 one-hour workshops, you will be introduced to successful cross-selling ideas. While conducting cross-selling training and working with credit union clients through the years, we have found that cross-selling training of staff members, in the long run, will not be as effective without frequent coaching and updates.
The four webinars are:

  1. Develop Your Cross-Selling Culture: 5 Best Practices
  2. Tailoring the right cross-selling approach for your credit union's brand may be a mix of different techniques. Planning ahead means considering these best practices:
    • Service Heroes Approach
    • The Consultative Approach
    • The Concierge Approach
    • Wealth Management Approach
    • Online Chat Approach
  3. Cross Selling the Stressed Member: 4 Techniques
  4. During a tough economy, many members have continued to feel the stress of managing their money. Tips that participants will gain from this training session to be rewarding and positive include:
    • How to use appropriate nonverbal communication with the stressed member
    • What words to use and to avoid for an empathetic conversation
    • How to avoid conflict with gender differences
    • What cross-selling tips can help the time-challenged consumer
  5. Motivate Your Female Staff to Cross-Sell: 10 Ideas
  6. With a front line that is dominated by women staff members, it is key to a successful cross-selling culture to address those issues that help women feel comfortable suggesting more to members. Participants will gain from:
    • Recognizing the one defining gender difference in communication and selling
    • Knowing 2 things about how your credit union rates that will build confidence
    • Understanding 4 things about your personality style to improve one-on-one contact with members
    • Becoming aware of 3 key ways to cross-sell to different sensory styles
  7. Generate More Revenue with Every Cross-Sell: 3 Techniques
  8. Easy-to-remember tools to overcome the fear of selling and improve confidence that participants will gain from this training session are:
    • Having one-minute cross-sells to successfully suggest products to members quickly
    • Being prepared to cross-sell by leading with benefits not features — two quick questions
    • Building a profitable member relationship by taking one additional step

To register, email us

About You, Inc. Webinars

The Path to Your Dream Job, Staying Motivated & Celebrating Career Success

  • What are your career goals?
  • What is your vision of success?
  • Where do you want to be in 1, 3 or 5 years?
  • Do you know the tips and tools to market yourself for success?

This webinar program will give you the tools to put together the plan for achieving your goals and provide tips to launch yourself into career success! This series is for anyone just getting started as well as those feeling stuck, wondering what to do to move forward in their career.

  1. The Future As A Game - 3 Keys to Build Fun into Your Career
    • Your Product Strategy
    • Your Place Strategy
    • Your Pricing Strategy
    • Your Promotion Strategy

  2. Say Hello to Your Dream Job - 4 Things to Further Define What You Want
    • Create the Game of "You, Inc." - Thinking like a business
    • How to Build on Success in Your Current Job - Preparing for the next step
    • Reinvesting in Yourself - Finding enhancements to catapult you up

  3. The Plan to Get Moving - 5 Action Steps to Market Yourself to Fulfill Your Dreams
    • Strategic Planning - The Big Picture of Your Career
    • Your Core Values - Making the right choices
    • Self-Promotion - Having the tools
    • The Personal Marketing Audit - Fine-tuning for success

  4. Celebrate Your Success Network - The 3 Keys to Have Others Help You Achieve Your Dream Job
    • Organizing Your Network
    • Adding New Contacts
    • The Communication Plan

  5. How to Manage You, Inc.

    • Tools to Launch Yourself to Fulfill Your Dreams

To register, email us

Mentoring & Coaching Webinars

Building Your Management Team:
A Three-Part Webinar Series

  • Is your management team all on the same page?
  • Are young managers mentored to build success skills?
  • Does your team have the communication skills to achieve better results?
  • Do your managers know how to "coach-up" your staff?

This 3-part quick start webinar workshop series is for credit union Supervisors and Managers tasked with achieving results. These 45-minute webinars provide the tools for building a talented management team and empowered culture that is engaged for achieving goals.

  1. Reaching New Heights through Mentoring Others

    Get the tools to build a talented management team and empowered staff culture.
    • Do your managers know how to coach staff?
    • Helping Set the Course for Achievement

  2. Coaching to Enhance Your Team's Performance - Tools to Build Optimal Performance

    Communication is the key to being the best coach, or mentor to staff members, this session will present 4 Ways to Motivate:
    • Modify your personality style to be more effective
    • Improve your "active listening"skills
    • Use questions to enable the staff member to convince themselves
    • Know what three questions to always have ready

  3. Learning the Communication Game to Win at Work

    • Is your management team all on the same page?
    • Understanding Verbal & Nonverbal Cues
    • Resolving Conflict, & More

To register, email us

A Four-Part Webinar Series

Communication is the key to being the best coach or mentor to staff members. During these sessions you will learn techniques to monitor and track behavior and enhance your coaching skills to: Modify your personality style to be more effective, Improve your "active listening" skills, Use questions to enable the staff member to convince themselves, Know what three questions to always have ready, and more.

The goals of the credit union will be more easily met when the supervisors and staff have sufficient tools and moreover, when they have an understanding of how to use those tools as part of their normal workday.

In 4 one-hour workshops, participants will learn how important coaching is to a successful cross-selling environment. We have found that many managers and supervisors have been promoted without having the benefit of coaching. Without the buy-in, emphasis, and attention of supervisors and managers, the cross-selling training of staff members will not be as effective or long-lasting.

From observation and feedback, to monitoring and tracking approaches for coaches, these sessions are designed to help structure the supervisors (coaches) efforts with staff members. In addition, understanding the change model and conflict management are covered as necessary skills for supervisors in overcoming employee resistance to change. The Four Webinars are:

  1. Conflict Management: 4 Key Ways to Calm and Get Results with Guest Speaker, Lee Brice, former SVP Strategy at a multi-billion dollar credit union
  2. In every workplace where there is pressure to achieve goals, there are opportunities for conflicts to arise. This session offers tips to negotiate the best employee solutions by:
    • Understanding the types of conflict
    • Gaining commitment to cooperate
    • Reducing stress and promoting fairness
    • Using four steps to identify and resolve conflict
  3. Change Management: 3 "Moves" to Use on Staff Who are Stuck
  4. Leaders/coaches/mentors/managers need to understand the change model to be effective. Leaders should help employees cope with changes so they can be more effective in their roles. In this session we will cover how managers can and should:
    • Be a "Change Agent"
    • Champion the message of change with staff, and promote a positive attitude
    • Assess the morale of staff
    • Work with the staff member who is having trouble
    • Use three "moves" on employees who are stuck
  5. Coaching to Enhance Performance: 4 Ways to Motivate with Guest Speaker, Lee Brice, former SVP Strategy at a multi-billion dollar credit union
  6. Communication is the key to being the best coach or mentor to staff members. During this session you will learn techniques to monitor and track behavior and enhance your coaching skills to:
    • Modify your personality style to be more effective
    • Improve your "active listening" skills
    • Use questions to enable the staff member to convince themselves
    • Know what three questions to always have ready
  7. One-Minute Cross-Sell Coach: 3 Cross-Sell Coaching Tools
  8. This workshop is designed to help supervisors improve front-line staff cross-selling. It will help supervisors and trainers understand required leadership skills and includes tips about observation, feedback and monitoring; as well as ways to enhance the sales culture.

To register, email us

Complimentary Webinars

In addition to our webinar series, LemmonTree Marketing offers free, complimentary webinars on marketing-related topics, including:

  • Let's Get Personal: 3 Ways You Lose Touch & 3 Ways to Re-engage with Members
  • Do You Speak Millennial, or, How Millennial, X-er, or Boomer Are You?
  • Are You Marketing Yourself for Success?
  • Changing Up Your Marketing to Attract New Members; 10 Ideas in 30 Minutes!

To read more, click here.

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Credit Union Marketing University
Scottsdale, AZ
Phone: 480-967-1405, Toll-Free 888-536-6243, Fax 480-967-1407
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