Recent and Upcoming Events
2009 Speaking Events
CU Conferences “Mexican Credit Union Educational Cruise”, aboard Holland America’s ms Ryndam, visiting Puerto Vallarta, Mazatlan, and more. March 24-April 4, 2009. Topics:
- Effective board interactions
- Building Incentives without emotions
- Linking your HR strategy to the Credit Union Strategic Plan
- Nine reasons credit unions are not meeting their sales and service goals
- Credit Union Performance Metrics
April 6-9 CUNA HR Council, Las Vegas – Linking your HR strategy to the Credit Union Strategic Plan; Extraordinary coaching
Illinois Credit Union League – Webinar – April 8th – “Nine reasons credit unions aren’t succeeding at their sales and service initiatives”
CUNA Branch Management Institute – St. Petersburg, FL – April – “Evaluting the Effectiveness of your Branch Sales and Service Culture” “Developing a Sales Strategy for your Branch”
Texas Credit Union League – Webinar – May 6th – “Incentive principles and design for tough economic times”
Illinois Credit Union League (Brent Carstensen) May Webinar – Effective Call Center practices
Michigan Credit Union League Annual Meeting, July 9th and 10th – Traverse City, MI – “CU Performance Metrics made easy”
August 3-6 CU Conferences Human Resources Conference – Foxwoods Casino, Connecticut – Conference Moderator, Linking your HR Strategy to the CU Strategic Plan
September – CUNA OPSS Council Annual Conference – San Diego, topic TBD
CUNA Branch Management Institute – Fort Worth, TX – October – “Evaluting the Effectiveness of your Branch Sales and Service Culture” “Developing a Sales Strategy for your Branch” “Training Sales and Service in your Branch”
CUNA Business Development School – October – Fort Worth, TX – “Sales process for Business Development Professionals”
October 17th, National Directors Round Table Conference, Las Vegas, topic TBD
October 19th CU National Call Center Conference – Las Vegas – “Evaluating your CU’s Sales and Service Culture” “Indexed Balanced Scorecards Made Easy”