Creating Member Loyalty^TM System of Training

Training Events

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Join us for an upcoming workshop designed for credit union leaders looking for solutions to support and advance their sales environment. Opportunities include complimentary webinars which provide an overview of the skills, processes, and strategies in the Creating Member Loyalty^TM System of Training, trainer certification sessions for credit unions with active License Agreements, and Change Management Workshops to help managers prepare for and understand organizational change.

• Creating Member Loyalty^TM; Advancing Sales Effectiveness in Your Credit Union
• Trainer Certification Sessions
  • Service Strategies
  • Sales Strategies
  • Advanced Sales Strategies
  • Sales Leadership Strategies
  • Building the Member Experience Through the Call Center
• Change Management Workshop

For more information on these training options call 800-456-0543.

Creating Member Loyalty^TM; Advancing Sales Effectiveness in your Credit Union

This complimentary webinar includes an in-depth preview of the skills, processes and strategies in the Creating Member Loyalty^TM System of Training. We'll explore opportunities to differentiate your credit union through active sales and service efforts. We'll focus on transitioning activities from "sales-focused" to "relationship development" in order to improve credit union profitability and add value to the member experience.

Trainer Certification Sessions

The trainer certification process prepares a designated credit union employee to effectively and confidently train the programs from the Creating Member Loyalty^TM System of Training. These 5-day sessions provide the content clarity, practice, and one-on-one coaching designed to produce measurable results in your credit union. With a trainer certification, trainers will practice the program skills and delivery skills needed to confidently train and coach staff once back at the credit union. Each trainer certification session will provide the opportunity to experience the training program as both a “Participant/Learner” and as a “Trainer/Facilitator.”

Trainer Certification Learning Objectives

Each certification session is designed to help you:

• Effectively use the training tools provided in the program
• Create a preparation process to assist you back at the credit union
• Gain insight into potential staff reactions and challenges to the program
• Practice handling reactions and challenges constructively and confidently
• Demonstrate the programs sales skills (as a role model) while you are training
• Learn and practice specific behaviors that will facilitate staff buy-in to the training
• Identify your training strengths and identify future focused development areas

Trainer Certification Process

The requirements to receive a recommendation of certification include the ability to:

1) Demonstrate an understanding of the program content
2) Demonstrate effective use of program skills and trainer skills
3) Recognize skill use in others and provide effective feedback

At the end of the certification session, each participant will receive an individual development plan identifying strengths and areas for future development. Following the recommendations in the development plan will assist you in your process of self-assessment.

The certification sessions are made up of 4-6 participants. A small group size ensures each participant will receive personalized coaching and generous opportunities to practice and apply the training skills learned throughout the session.

Post-Session Support

• Telephone coaching and consultation from your Master Trainer is available at no additional cost. On-site coaching, co-training and follow-up assessment can be arranged.
• New! Networking with other certified trainers throughout the country is available through the CUNA CML email group and certified trainer webinars.
• New! Learning experiences specific to the CML System and sales development are available at the annual User’s Group Meeting held in conjunction with the Experience Learning Live! Conference.

Trainer Certification Dates and Locations

Dates & locations subject to change. Sessions will be confirmed with registered attendees 30 days prior to start date. Small group sizes mean sessions fill quickly. Registrations are confirmed as received. Check back here for additional sessions & updates or, call us directly at 800-456-0543.

Change Management Workshops

This 1/2 day workshop prepares managers for the challenges surrounding typical employee reaction to any significant organizational change. Managers will leave with a realistic and easy-to-apply business approach for minimizing negative reactions while accelerating change acceptance.

Call us at 800-456-0543 for 2009 dates and locations or to schedule a session specifically designed for your credit union.

The implementation process is simple and straightforward. To learn more contact us or call 800-456-0543. We’ll be happy to answer your questions and show you how easy it is to bring the training system to your credit union.