CUNA Branch Management Institute: Strategies
Topics & Objectives

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

Managing Four Generations in Today's Workplace

• Gain insight into the hot and cold buttons of the following generations: Boomers, Matures, Gen X, and Gen Y
• Learn traits that managers need to effectively work with and manage these diverse groups
• Discuss what works for each group... and WHY

Boost Your Bottom Line Through Financial Education

• Discuss data indicating a financial knowledge gap
• See the impact this has on productivity, sales, and service
• Understand how staff financial well-being can impact your ability to recruit, train, and retain top notch people

Self Leadership for Team Growth

• Lead change in the workplace
• Open the lines of communication
• Learn how to use the powerful tools of coaching and developing the members of your team
• Learn how your brand represents you, your staff, and your members
• Discover the art of living in the learning zone
• Learn how to empower your beliefs for winning outcomes

Sales Strategies for Branch Managers

• Evaluate the status of your branch sales and service culture
• Define a specific branch sales mission
• Learn about Guerilla sales planning
• Develop a market analysis for your branch and strategies to attack it

Training Sales Culture at Your Credit Union

• Discover how to effectively evaluate your sales team
• Learn the traits and characteristics of a winning sales team
• Explore ways to motivate and develop a championship sales team

Reality – One of the Main Causes of Stress!

• Learn to understand stress and where it really comes from
• Practice finding balance when you’re too off center
• Discuss life balance and two steps to create more of it

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.