CUNA Business Development School: Part II
Topics & Objectives

Please note that the Topics/Objectives listed below are subject to change.

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

Using Financial Literacy as a Growth Initiative

• Explore best practices that lead to growth
• Examine tools and resources for taking your financial literacy efforts to the next level
• Understand how to sustain progress beyond the start-up phase

Supporting & Growing Your Business Development Program

• Learn the formula for creating a successful business development program
• Identify new ways to build ongoing relationships and demonstrate added value for member retention and referrals
• Improve your skills on 'working the room' at social events
• Motivate your team for business growth and an enhanced professional image

Developing & Delivering Your Message With Confidence

• Develop your delivery skills to eliminate distractions, manage nervousness, project confidence, and enhance credibility
• Learn quick and easy techniques for content development and organization using the communication quick start
• Design visuals that support your message

Return on Member: Managing Members as Investments

• Learn a rigorous, yet simple, approach to estimating the lifetime value of your members
• Understand how you can use this information to make better sales, marketing, and strategic decisions
• Discover how member value calculations impact member acquisition, service, retention, and segmentation

Successfully Selling Your Credit Union

• Develop a focus for your business development efforts
• Identify a value proposition from the viewpoint of your SEG or the SEG members and community partners
• Explore action items for various pipeline stages