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.