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Educational - Speaking Topics

Accounting

  • Building a Better Board Package
  • Product Pricing: Everything Can’t be a Loss Leader*
  • Record Retention: Requirements and Implementation

Asset Liability Management

  • ALM for Everyone – especially those not mathematically inclined.
  • ALM in Today’s Interest Rate Environment
  • Everything Can't be a Loss Leader: How to Price
  • How ALM and Marketing Work Better Together
  • Understanding Financial Reports & Ratios

Communications & Leadership

  • Building a Better Board Package
  • Change: How it Impacts Humans and How to Help Them Through it
  • Creating Accountability for Individuals & Teams
  • Get More of What You Want and Less of What You Don’t: a Tool Kit
  • Motivating Directors: Dos & Don’ts from a Burned Out CEO who also served on other Boards & Committees
  • Preparing for Results: Defining and Implementing Accountability
  • Training Skills & Practices for Trainers

Management

  • Delegating without Fear of Failure for Everyone
  • Hiring: Tips, Tricks & Traps
  • Managing the Human Impact of Change
  • Motivating Staff: About 100 Things That Don’t Work, Why, and 2 That Do

Marketing

  • How ALM and Marketing Work Better Together
  • Member Surveys: Tips, Tricks & Traps

Sales, Service & Providing Solutions

  • Implementing Your Own Service U. A cookbook
  • Dealing with Difficult People
  • Training Skills and Practices Trainers
  • Writing a Product Knowledge Manual

Special Interest

  • How Credit Unions Contribute to World Peace (and Banks Don’t)
  • Credit Union History & Vision

Staff Training

  • Dress for Success: Do it for Yourself
  • Negotiable Instruments: Endorsements & Fraud
  • Robbery Training: Reducing the Likelihood, and What to do when
  • How to Train Tellers: Best Practices for Supervisors

Volunteers

  • Attracting Volunteers & Educating Them to Serve
  • Building a Better Board Package
  • Five (or more) Things Every Director Should Know
  • Five (or more) Things Every Supervisory Committee Should Do
  • Recipe for a Better Board Meeting
  • Roberts Rules of Order 101
  • Understanding Financial Statements & Key Ratios
  • You’re On the Right Track… Don’t Stand There or You’ll Get Run Over!
 

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