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
• Learn about ratios and NCUA CAMEL ratings
• Forecast the growth of your branch
• Examine and benchmark branch productivity
• Develop future staffing needs

If You Build It,They Will Come

• Examine the difference between managing and leading
• Define goals and strategies
• Coach your staff to excellence
• Effectively use measurements and resources to ensure success

If You Build It,They Will Stay

• Explore community development’s role in your credit union
• Learn how to use branding for growth and success
• Find out how to create a plan and get buy-in
• Develop measures of success

Sales Skills For Branch Managers & CU Staff

• Learn how to build a sales model
• Discover the five types of selling
• Explore sales roles for yourself and your staff
• Determine goals and sell strategies for your branch
• Learn how to track your results

Keeping Your CU in Compliance & Out of Trouble!

• Identify what examiners are looking for in the area of BSA
• Discover when to file CTRs and SARS
• Explore how not to be a Bank Bribery Act poster child
• Learn about identity theft, scams, and forgeries

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

• Plan and conduct behavioral based interviews
• Learn non-discriminatory hiring practices
• Develop a performance management process
• Identify the FOSA+ system of progressive discipline
• Discover opportunities to motivate and retain key employees

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.