Training & Education

 2010 Webinar


Tracking & Measuring Your Sales Success

ARCHIVE OPTION AVAILABLE
Can't attend at this time? Click here for the archived version.

November 16, 2010
11:00 a.m. – 12:30 p.m. Central Time
(12:00–1:30 p.m. EST, 10:00–11:30 a.m. MST, 9:00–10:30 a.m. PST — Confirm the relative time in your area by visiting www.time.gov)
Tuition: $219 for the live webinar (includes live and 6 months access to the archive)
CUNA Council members receive a $50 discount.

ABOUT THIS WEBINAR
How successful have your sales efforts been this year? If you aren't accurately measuring it, you can't improve it. Attend this webinar and learn how to effectively track and measure your credit union's sales. You will gain a better understanding of how your credit union is functioning overall, increase your profits, and move towards a more effective operation.

Plus! For just $500 you can participate in the Tracking & Measuring Your Sales Success webinar and receive an hour of customized training with Denny Graham, who will address your credit union's specific needs! During this personalized time, Denny will help you map out specific ways to track and measure your sales and improve your credit union.

To attend the webinar and receive the one hour consultation, click the Tracking & Measuring Your Sales Success Plus Consultation box when you register!

AT THE END OF THIS SESSION, YOU'LL BE ABLE TO:
  • Define appropriate tracking measures for your credit union
  • Discuss what a balanced scorecard can do to support an effective sales and service culture
  • Identify four perspectives of a balanced scorecard
  • Examine sample scorecards for multiple positions at your credit union
WHO SHOULD ATTEND
This webinar is beneficial for CEOs, senior management, branch managers, marketing managers, business development managers, and those responsible for incentive programs at your credit union.

Affiliation with CUNA/League is required for attendance.

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

 

INSTRUCTORS
Denny Graham
Denny is the founder, president, and CEO of FI Strategies, LLC. He is a popular speaker at credit union events and he has been an instructor for CUNA's Advanced Sales and Service Culture Institute and the Branch Operations Institute. Denny has more than 30 years of experience in the financial industry as a sales manager, senior vice president of human resources, senior vice president of consumer banking, management committee member at United Postal Savings, CEO of the Institute of Financial Education, and national sales manager for the Bank Administration Institute.



WEBINAR OVERVIEW
Just like in face-to-face classes, CUNA Webinars allow you to see and hear a presentation, ask questions of the instructor, and refer to handouts. You need only a speakerphone and computer with Internet connection. With a computer projection screen, it's easy to provide this training to a whole roomful of staff!

When you register for an event, the connection information will be e-mailed to you 24-48 hours before the event. If you are registering for an event the day it is being held, please call 800-356-9655, ext. 4249 or e-mail training@cuna.coop for assistance.

Did you know...in addition to attending this event live, your tuition includes six months of unlimited access to the archived (recorded) event within 48 hours of the live event for your entire credit union. See the archived events available to you and your credit union.

CUNA Webinars use Adobe Connect to provide an interactive and convenient online learning environment. Whether you are a first time Adobe Connect user, or simply need a refresher, take a short tour. You'll learn how to effectively interact with the presenter and your peers during live webinars.

CANCELLATIONS
Cancellations received in writing (via fax 608-231-4327) before the end of business on November 8, 2010 are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted for cancellation requests received after November 8, 2010. 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. Cancellation fees do not apply for free or complimentary programs.

10 West Broad St., Columbus, Ohio 43215 
Phone: (614) 336-2894, (800) 486-2917 
Fax: (614) 336-2895
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