Speaker Topics

Accounting

• GAAP Accounting (Basic & Accrual)
• Budgeting Workshop
• Building a Better Board Package   Session Description
• Product Pricing: Everything Can’t be a Loss Leader*
• Record Retention: Requirements and Implementation

Asset Liability Management

• ALM for Everyone – no math involved!
• ALM in Today’s CRAZY Interest Rate Environment
• How to Make Money Like an Oil Company
• Pricing: Everything Can't be a Loss Leader
• How ALM & Marketing Work Better Together
• Understanding Financial Reports & Ratios

Board of Directors

• Best Practices of a Successful Credit Union
• Board Basics: 3 Sessions Sessions' Description
• Building a Better Board Package

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

• Best Practices of a Successful Credit Union
• Coaching Skills for Managers Session Description
• 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  & Marketing Work Better Together
• Marketing Compliance Workshop Session Description
• Member Surveys: Why & How Session Description

Sales, Service & Providing Solutions

• Implementing Your Own Service U.
• 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
• Frontline Fundamentals: for Tellers & their Managers Description
• 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
• Design 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!