Deepening Member Loyalty Through Financial Education Initiatives
ARCHIVE OPTION AVAILABLE
Can't attend at this time? Click here for the archived version.
July 28, 2009
2:00–3:30 p.m. Central Time
(3:00–4:30 p.m. EDT, 1:00–2:30 p.m. MDT, 12:00–1:30 p.m. PDT — Confirm the relative time in your area by visiting www.time.gov)
Tuition: $219 for the live webinar (includes live and 6 months access to the archive)
ABOUT THIS WEBINAR
Ensure your membership has a solid understanding of their finances to keep them financially sound. In today's economic environment this is even more important. This webinar will highlight the importance of being financially literate and give you the tools necessary to set up training for both your members and your employees.
TOPICS & OBJECTIVES
Through this webinar you will focus on these four topics:
1. Financial Education - Why You Should Get Involved
- Explore today's membership realities
- Identify whether to tell vs. to sell, that is the question
- Learn how to become an advocate for your members' well-being
2. Ensure Your Internal Members are Financially Literate
- Identify financial myths about your employees
- Discover the benefits of having a financially literate workforce
3. Learn How to Get Your Credit Union Started
- Explore how to use the ACT model to create financial education programs: A – Assess, C – Commit, and T – Transfer
4. Tools & Resources
- Review best practice examples
- Gain partner resources
- Identify web resources
- Learn about materials and publications
WHO SHOULD ATTEND
This webinar is beneficial for branch office management, branch office staff, education and training staff, and anyone involved in creating training opportunities for credit union staff and members.
Affiliation with CUNA/League is required for attendance.
INSTRUCTORS
Claudine Oriani
Claudine has been involved in adult education assessment, design, and delivery for the past 25 years, 15 of which have been spent in the credit union industry. Her thought-provoking presentations on marketing/branding, employee development, team building, leadership, strategic planning, service, and financial literacy have received superior marks from thousands of participants. Claudine once performed as a stand-up comedian and often infuses her presentations with humor. On this subject, she states: "Research has quantified the link between laughter and learning retention, so there's a method to my madness."
WEBINAR OVERVIEW
CUNA Webinars enable staff to pick up new skills and keep up with daily responsibilities. Just like in face-to-face classes, students see and hear a presentation, ask questions of the instructor, and refer to handouts. You need only a speakerphone and computer with Internet connection. And if you have a computer projection screen, it's easy to provide this training to a whole roomful of staff!
Use our webinars as part of a full day of training. Gain knowledge and ideas at the webinar, then spend some time discussing how the new information applies to your credit union.
CUNA Webinars use WebEx to provide an interactive and convenient online learning environment. Whether you are a first time WebEx user, or simply need a refresher, take a short tour of WebEx to help you get the most from CUNA Webinars. You'll learn how to effectively interact with the presenter and your peers during live webinars.
CANCELLATIONS
The last day for cancellations was July 20, 2009. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.
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100% Guarantee
CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we’ll provide you a full tuition refund or credit.
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