Business Etiquette is a turnkey training program designed for all credit union employees. It addresses business etiquette standards for communication, interoffice relationships, dress, and respect for members and others in the community.

Coaching for Success is a turnkey training program designed for credit union managers, supervisors, and key staff on a management track. It focuses on the importance of coaching at a credit union and the difference between coaching and mentoring. Topics include the role of a coach at the credit union, the benefits of coaching, and the makeup of a successful coach.

FOCUS is a turnkey training program designed for all managers, supervisors, and key staff on a management track. Participants will learn what a Total Quality Management (TQM) culture looks like and how to implement it at your credit union. Topics include quality within the credit union, implementing a quality culture, recognizing employee involvement, and team leadership.

Modernized Board Governance is a cutting-edge, turnkey training program for senior managers and board leaders. Participants will learn why modernizing a credit union’s board is critical to maintaining a strategic advantage in the financial services industry and how to create the “North Star” for the board and credit union. Other topics include succession planning, gap analysis, recruiting, onboarding & Generative AI.

Telephone Techniques is a turnkey training program designed for all front-facing credit union employees and their supervisors or managers. Topics include learning the rules for answering the telephone, handling different personality behaviors effectively, and selling products and services over the phone.

The Ultimate Guide to Sales & Service is a turnkey training program designed for all credit union employees. Participants will learn the importance of sales through the Five Steps to Sales and Service: 1) Build Rapport, 2) Assess Member Needs, 3) Present Features and Benefits, 4) Handle Objections, and 5) Ask for the Business. Participants will also learn how to level up with relationship selling to members.

The Virtual Engagement: How Does Service Translate is a turnkey training program designed for all managers, supervisors, and key staff on a management track. Participants will learn what virtual engagement means in our dynamically changing world and how it translates to service to members and colleagues at their credit union. Topics include how to enhance virtual engagement and align branding with everything you do.