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Self-Study Certificate Programs
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CUNA Business Development School: Part I
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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."
Doug Benzine
Doug, vice president of research and advisory services at Credit Union National Association, is responsible for leading the development and delivery of CUNA's market research and consulting services. He has been assisting credit unions with their strategic initiatives for the last six years, from operational improvement to technology needs. He also has 15 years of experience as a financial services consultant for KPMG Peat Marwick (now Bearing Point).
Stacey Hanke
Stacey is an executive consultant, author, and speaker with expertise providing individuals the skills to influence others to take action. As a coach, she has provided customized instruction for more than 4,000 individuals worldwide including Coca-Cola Enterprises, Deloitte, Leo Burnett, and Hewlett Packard. Stacey is a featured author in the book Conversations On Successwith Jack Canfield, co-author of Chicken Soup for the Soul. She is also an instructor of "Executive Presentation Skills" for MBA students attending DePaul University, Chicago and serves on the small business panel for USA Today.
Chris Braccia
Chris is the director of product marketing, retail solutions group for Harland Financial Solutions. In his prior banking career, Chris was one of the first users of MCIF (Marketing Customer Information File) technology. Before joining Harland, Chris held positions as marketing director, research analyst, and sales manager in mutual savings banks. Chris is a frequent speaker at financial services conferences.
John Godwin
John is vice president of Business Development/Strategic Alliances at MECU of Baltimore. John has been with MECU for over six years. In his business development role, his department has overseen two successful mergers, brought on over 200 new SEGs and over 12,000 new potential members.
John is the former CEO of Family Alliance Federal Credit Union in White Marsh, MD and earned his designation as a Credit Union Development Educator (CUDE) in 2007.
Lynn Giuliani
Lynn is the president and founder of Progressions Inc. a consulting company specializing in sales, service, and leadership training for credit unions. She has over 30 years of experience in the financial industry, working in both credit unions and banks. Lynn's thorough knowledge of banking helps her to create a personal rapport with her participants, as they know "she's been there"!
Warren Morrow
Warren, co-founder and CEO of Coopera Consulting, believes that accessible financial services and entrepreneurship are fundamental driving forces to improve the quality of life for all members of the community. His results-driven and people-focused strategies lead to win-win scenarios for people, businesses, and communities. Warren has helped small businesses receive technical assistance and obtain capital. He has consulted with Fortune 100 companies to establish national marketing strategies aimed at potential first-time homeowners. In 2003, he received the Iowa Friends of Civil Rights Award for his work with immigrant families.
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