Speaking
Topics can be combined into sessions of various lengths. Employees responsible for the growth of the organization should attend.
Business Development | In it to Win It!
Business Development is not a department. In a financial cooperative it has to be everyone’s job, a team effort. Credit unions who have limited or no dedicated business development staff often struggle with how to achieve growth goals. This session will focus on how to make business development a priority for staff whose primary responsibilities are operational. You will be presented with actionable ideas on how to get more employees involved with business development activities, and what skills are required to achieve team success.
Time will be spent discussing how to set specific, achievable goals for each employee. In addition, you will learn how to keep staff proactive and focused on business development activities while still meeting expectations for their primary job duties. Communication and accountability are critical to the success of this type of structure and will be discussed in detail. You will leave with a clear understanding of how to create a business development strategy utilizing existing staff.
SEGs | Creating & Maintaining Momentum
Creativity is king when it comes to creating the momentum leading to long-term, loyal SEG relationships. Join Julie as she presents you with new ideas about how to build and maintain momentum with your SEGs. It all starts with prospecting and determining where to spend your time. Once the prospect becomes an active SEG the fun begins!
The days of the lunch room onsite visits are over and it’s time to change it up! Julie will guide you through prospecting new SEGs, re-establishing relationships with old SEGs, and take you through the steps to build strong relationships that will drive membership in your door.
Maximizing Moments
Come to this session prepared to load your tool box with ideas on how to build your networking skills and leverage your contacts. Whether it’s a chance encounter, a community event, or a casual conversation, opportunities to grow your business are all around you. Do you know how to make the most of this golden opportunity to share information about your credit union? Are you prepared to give a crisp, clear, and concise answer to questions about what you do? Can you articulate your brand or your credit unions’ value proposition?
Join Julie as she challenges and guides you through this process. How you handle such moments impacts the growth potential for your credit union. From your teller to your CEO and board members, everyone should be prepared to maximize these moments.
Pay It Forward
It is time to examine how you are involved within your community. What do you attend and sponsor? How do you set goals for community involvement? Measure results? Do your employees who participate have the proper skill set to be effective?
Join Julie as she helps you navigate through choosing where to spend your time and resources and more importantly, how to translate that into results for your credit union. In this economic environment it is critical to maximize each and every investment. You will leave this session loaded with ideas on how to become more results oriented and do more with less.
Pump Up The Volume!
Leverage the exceeding positive buzz in both local and national media about credit unions to increase the awareness of the benefits of credit union membership. The opportunities available for you to tell consumers about the credit union advantage are endless. Julie will discuss how credit unions can take advantage of the positive image through marketing and business development strategies, as well as gain insight from success stories from around the country. This interactive session will leave you re-energized about the clear competitive advantages of credit unions and the dramatic impact this can have on your membership goals.
Thinking Outside the Box…. But Within Your Budget
Membership growth strategies do not have to translate to increasing the budget. In these challenging times creativity is king. There are infinite ways to generate word of mouth buzz within your existing membership base and communities that will set you apart from your competitors. During this session Julie will discuss how to think outside the box in the areas of membership growth, SEG penetration, community outreach, and retention strategies. You will leave with actionable ideas on how to strategically move forward on new, creative growth initiatives without increasing the budget.
Reap What you Sow… Key Components to Growth
Like a healthy crop, which only grows with proper soil, healthy seeds, sun, water and proper care, business relationships require all the right ingredients and careful planning to grow. Now is the time to “start planting your seeds” by becoming more strategic and focused on business development. The key to successful growth is the creation of a Business Development Business Plan. In this session you will learn about each key component of a successful plan. You will also learn how to leverage your creativity to develop a plan that breathes and changes with the time. Don’t miss this opportunity to learn how to bring even more growth to your credit union.
Show ‘em The Love! Maximizing Member Relationships
You already have a membership base but are you maximizing it? How do you get more out of what you already have? You KNOW you can help your members because you have competitive products and services and the service you provide is at superstar status. In this session you will learn how to enhance each and every member relationship, resulting in increased business and potentially creating new ambassadors for your credit union.
“Julie’s message was very appropriate for today’s opportunities.”
– 2010 LSCU Annual Convention
“Julie was hilarious! I love her down to earth attitude and how she related to the CU.
Please invite her back next year!”
– 2010 SE CUNA Management School
“Julie’s presentation was great! It will help us think outside the box and challenge us to try different approaches.”
– 2010 South Carolina Credit Union Management Association Meeting