Professional Development

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Credit Union Employee Boot Camp is a one-day Certificate Program designed to provide "basic training" on day-to-day matters regularly seen in the credit union. Our program presents an overview of key areas that enables attendees to better assist members with their transactions and questions. Although specifically created for new tellers, member service representatives and back-office clerks, many long-term credit union employees - including managers - have benefited from the topics discussed and enjoyed the relaxed atmosphere and familial interaction with employees from other credit unions. 

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Meeting the Everyday Challenges of Front-Line Supervision

Are you transitioning from a staff position to a new supervisory role and looking for new skills to help in this transition? Or maybe you are supervising a difficult or challenging staff and need tools to manage conflict? Perhaps you want to update your supervisory skills as part of your career development. Or maybe you just want to be sure you are doing everything right to supervise your team to the best of your ability.

Front line supervisors are one of the most important roles in a credit union. They monitor compliance with policies and procedures, influence morale, impact workflow, and ensure the success of their department or group. They are your talent pool for future leaders.

Join us for an interactive, energetic, information-packed workshop to enhance the skills required to be a great Front-Line Supervisor!

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The Developing Great Managers program is an interactive, contemporary management training program designed to test, challenge, update, and enhance the management skills of experienced managers to encourage them to lead, inspire, motivate, guide, and shape the future.
Developing Great Managers is a three-day program:

Day 1: Managing Oneself
Day 2: Managing the Business
Day 3: Managing Others 

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An Overview of Emotional Intelligence in the Workplace

Exceptional Leadership is an advanced management program designed as a follow-up to our Developing Great Managers series and utilizes the complex study of ‘emotional intelligence’ as its foundation. “Emotional Intelligence refers to the competence to identify and express emotions, understand emotions, assimilate emotions in thought, and regulate both positive and negative emotions in the self and in others.”

Through a series of presentations, group discussion, video clips, select exercises, case studies, and self-reflection, Exceptional Leadership will raise the bar for what you expect from yourself as a credit union professional and ultimately raise the bar for your staff as well.

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Account Administration has been developed to help credit unions understand the issues of ownership and control on deposit accounts. Credit union personnel will leave the session with a basic understanding of account oversight and transaction authorization, including personal and business accounts, trusts and other fiduciary relationships.  A review of NCUA insurance coverage is included.

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Consumer Lending Basics will walk participants through the lending process from inquiry to closing. We will discuss the regulations guiding the lending process, the importance of knowing and following your lending policies and procedures, how to obtain and evaluate the data needed for decisioning, and how to take advantage of cross-sell opportunities.

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ALL PROGRAMS OFFERED THROUGHOUT THE YEAR
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