ABOUT THIS WEBINAR
According to the Merriam-Webster dictionary, the word advocate is defined as "one who supports or promotes the interest of another." This accurately describes the credit union industry's mantra- people helping people.

Here are two questions to ponder:
1. How are credit unions going to differentiate themselves from the competition if they're seen as just another commodity provider?
2. How will your organization reach its growth and retention goals if members think that you can easily be replaced?

The key to long-term success is relationship building through advocacy. This informative and thought-provoking webinar will help you shift your focus for better growth and member retention outcomes. Join Claudine Oriani as she discusses:

• The benefits of being an advocate:
• For your members, your staff, and your future
• Creating sustainable programs:
• Aligning your operational realities and products toward financial advocacy to achieve growth and market penetration
• The tools you'll need to be successful
• Measurements of success: What to expect if you do this well

WHO SHOULD ATTEND
This webinar will be beneficial for employees involved in serving existing and potential members.

For more program content information, call 800-356-9655, ext. 4249, or e-mail training@cuna.coop. For registration questions, call 800-356-9655, ext. 4400, or e-mail reginfo@cuna.coop.

 

INSTRUCTORS
Claudine Oriani
Claudine's credit union affinity began in 1993. She has worked for an industry software vendor, CUNA Mutual, and a mid-sized Oregon credit union. She now partners closely with CUNA, CU Conferences, state CU associations, along with individual credit unions to develop their greatest asset; human capital, by designing, and delivering training and development programs.

As the chief creative officer of her company; As If Productions, she customizes comprehensive and entertaining presentations on topics such as:

• Becoming Your Members' Financial Advocate
• Branding, Business, and Community Development
• Coaching Employees Toward Excellence
• Effective Communication Skills
• Employee Engagement/Acculturation
• Designing and Delivering Impactful Financial Literacy Programs
• Negotiations: "Getting to the Win/Win"
• Sales/Service Excellence
• Strategic Planning and Implementation

Claudine's primary objective when executing learning programs is to support a CLEAR knowledge-transfer process: C – Creative and concise, L – Learner-focused, E – Engaging, A – Actionable, and R – Relevant.



WEBINAR OVERVIEW
Just like in face-to-face classes, CUNA Webinars allow you to see and hear a presentation, ask questions of the instructor, and refer to handouts. You need only a speakerphone and computer with Internet connection. With a computer projection screen, it's easy to provide this training to a whole roomful of staff!

When you register for an event, the connection information will be e-mailed to you 24-48 hours before the event. If you are registering for an event the day it is being held, please call 800-356-9655, ext. 4249 or e-mail training@cuna.coop for assistance.

Did you know...in addition to attending this event live, your tuition includes six months of unlimited access to the archived (recorded) event within 48 hours of the live event for your entire credit union. See the archived events available to you and your credit union.

CUNA Webinars use Adobe Connect to provide an interactive and convenient online learning environment. Whether you are a first time Adobe Connect user, or simply need a refresher, take a short tour. You'll learn how to effectively interact with the presenter and your peers during live webinars.

CANCELLATIONS
Cancellations received in writing (via fax 608-231-4327) before the end of business on November 9, 2010 are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted for cancellation requests received after November 9, 2010. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.