Seminars

Service-Based Selling & Fraud Prevention

May 1, 2007
St. Pete Beach, FL
8:00 a.m. – 4:00 p.m. Local Time
Tuition: $375.00

SEMINAR OVERVIEW

The dynamics of lending are constantly evolving. Loans are now a commodity, and consumers have a wealth of non-traditional convenient financing options to choose from. Ensure your lending services are competitive, so your members will choose you.

This seminar is part of the Consumer Lending School: Foundations school. Click here for additional seminars on this topic.

TOPICS & OBJECTIVES

Service-Based Selling

Boost your loan-to-share ratio by selling off the credit bureau reports
Plan for successful member interactions
Learn how to ask the right questions and listen for opportunities
Uncover benefits to meet member needs
Find out how to increase your loan volume by 30%;

Consumer Lending Fraud, Scams & Prevention

Identify the latest schemes and scams and learn how to protect your credit union
Review the current data on major areas of loss within credit unions
Learn new twists on old scams, and new tricks in identity fraud

For more program content information, call 800-356-9655, ext. 4249 or e-mail elearning@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.

Affiliation with CUNA/League is required for attendance.

LOCATION
TRADEWINDS ISLAND GRAND RESORT
5500 Gulf Blvd
St. Pete Beach, FL 33706-2323
Phone: (727)367-6461
Reservations: (800)808-9833
Fax: (727)363-2275
Room rates: $180 sgl^*

Hotel Reservation Deadline: March 30, 2007

* Room rates and availability cannot be guaranteed. Rooms may be sold out prior to this date, so make your hotel reservations early! Room reservations and fees are the responsibility of the registrant.

INSTRUCTOR
Rory Rowland
A business consultant and dynamic seminar leader specializing in programs on lending, technology, leadership, and communications skills, Rory Rowland served as president of two credit unions and is a certified credit union executive. Rory uses his communications skills and credit union knowledge to help others in the movement be more effective.

Rory has presented his high energy, fun, and humorous programs in all 50 states over the past eight years, as well as in Canada and Mexico. Rory is continually one of the most highly-rated speakers at state and national associations throughout the country, including many of the credit union league conferences throughout the country.

WHO SHOULD ATTEND
This course is beneficial for lending staff who wish to gain an understanding of all the components in the member lending process. The school is also appropriate for staff interested in expanding their lending knowledge for future responsibilities.

CANCELLATIONS
Cancellations received in writing (via fax 608-231-4327) seven or more days before the start of the program are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted if cancellation is received six days or less before a program begins. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing.

AIRLINE INFORMATION
United Airlines is the "Official Airline" for the programs. Call United's Specialized Meetings Reservation Center at (800) 521-4041 to make your airline reservations. Please reference ID# 553SF.

SHUTTLE AND AIRPORT INFORMATION
Located 35 minutes from Tampa International Airport, SuperShuttle currently provides transportation for $22/person each way. Call 800-282-6817 to make reservations.

2007 Seminars

Service-Based Selling & Fraud Prevention