CUNA Sales & Service Culture Institute
Topics & Objectives

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

Foundations for Managing Member Relationships

• Explore the product vs. relationship approach
• Assess and educate members
• Access and update member information
• Focus on profitability and potential
• Leverage partners and referrals

Important Factors in Building a Sales Culture

• Explore philosophy
• Learn how to remove barriers
• Identify sales as the highest level of service
• Remove the stigma of sales

Creating Success

• Explore time commitment
• Navigate change
• Identify leadership commitment
• Create a learning organization

Keeping the Momentum Going

• Learn how to have fun
• Gain five steps toward setting and achieving goals

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.