CUNA Branch Management Institute: Foundations
Topics & Objectives

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

Sound Financial Management

• Explore and understand your credit union’s financials
• Understand credit union ratios and NCUA CAMEL ratings
• Forecast growth of your branch
• Examine and benchmark branch productivity
• Learn how to develop future staffing needs

Keeping Your CU in Compliance & Out of Trouble!

• Find out what examiners are looking for in the area of BSA
• Identify when to file CTRs and SARs
• Prevent your credit union from being a Bank Bribery Act poster child
• Explore ID theft, scams, and forgeries and how they affect you at the branch level
• Learn about Regulation CC and your branch

Love ‘Em or Lose ‘Em – Finding Good People & Getting Them to Stay

• Plan and conduct behavioral based interviews
• Develop a performance management process that gets results and improves performance
• Explore the FOSA+ system of progressive discipline

Getting Staff to Walk the Talk – Engaging Staff to Reach Goals

• Define the difference between managing and leading
• Identify and define key strategies and staff competencies
• Master the balancing act between internal and external commitments

Sales Skills for Branch Managers & Their Staff

• Learn how to build a sales model
• Identify the five types of selling
• Explore sales roles for yourself and your staff

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.