SALES & SERVICE CULTURE SEMINARS UPDATE
Phase I slated for May 12th Hilton Houston Hobby Airport and Phase II scheduled for May 13th at Hilton Houston Hobby Airport.
- An extraordinary level of member service can be the differentiating factor between credit unions and other financial institutions. In order to accomplish this, both management and staff must be on the same page and have the same goals. TCUL is proud to bring to our members a seminar series that takes the extra step. Presented in two phases, Phase One for Managers/CEOs and Phase Two for the Credit Union’s staff, makes this the unique and distinctive sales & service seminar series to attend.
PHASE I – For CEO/Managers, VP of HR, Branch Managers, VP of Branches
Learn how to significantly improve your credit union's sales and service performance. This is the perfect seminar for credit unions to send multiple managers so that they can learn together and act as mutual resource for each other. If you are serious about improving employee sales and service performance this workshop is a must-attend event.
PHASE II – For New Accounts Representatives, Tellers, Call Center Representatives, Loan Officers, Mortgage Representatives; service that will positively differentiate your credit union must grow beyond fast, accurate and friendly. To build long-term, profitable member relationships the credit union must have employees who seek to improve the financial well being of each member at every touch point.
IN HOUSTON ONLY:
Phase I Seminar – May 12, 2009
Phase II Seminars – May 13, 2009
Go to www.tcul.coop/training_events for more information. Questions call (800) 442-5762, Ext. 6630 (local [469] 385-6630) or email cdorsey@tcul.coop.
FREE TCUL LOCAL TRAINING SESSIONS COMING TO BEAUMONT
Beaumont – May 12, 2009! (See Attached Flier)
Mark your calendars and be sure to register by May 1st.
Session #1 – Leveraging Exceptional Service to Sell the Credit Union
Session #2 - Robbery & Kidnapping
This FREE training, provided by Texas Credit Union League, offers educational opportunities for your entire staff. Register all that can come…remember the training is at NO COST to your credit union!
TCUL VOLUNTEERS' FORUM: CU VOLUNTEERS: PEOPLE, PUPROSE & PASSION
June 8-10, 2009 – San Antonio (See Attached Flier)
The Texas Credit Union League brings you informative educational sessions that will help you recognize and understand the many challenges facing credit unions and volunteers in today's financial environment.
Register your board of directors and supervisory committee today!
SOUTHWEST CUNA MANAGEMENT SCHOOL (July 12-22)
Tuition $2,899 for summer session Now accepting enrollment and scholarship applications. SCMS is known for developing credit union leaders at the speed of change. It's more important than ever to take advantage of this intense, hands-on, environment to help position your credit union forward. First year enrollment is limited to the first 50 students. Seven 1st year applications were received within the first 24 hours after applications went live. Don't wait, register today! Visit www.scms.coop or contact Janine McBee (jmcbee@scms.coop or 800.442.5762 x6634) for additional details.
TEXAS CREDIT UNION FOUNDATION
The Texas Credit Union Foundation will kick off its “Make The Difference Campaign” for financial literacy in April for National Financial Literacy Month. The Foundation is offering limited number of grants of up to $500 each to support your local financial education outreach programs. The Foundation encourages every credit union AND chapter to focus on financial education in April and to continue those efforts all year long. It really does Make The Difference!
Don't forget that each chapter is eligible to apply for chapter grants as well, to assist with chapter education programs and more. For information on grants and the Make The Difference Campaign, go to www.tcuf.coop.
The Foundation appreciates the generous support from chapters for its annual fundraising campaign, the Financial Education Fund, and its annual golf tournament held each September. Look for chapter recognition in our signage at the TCUL Annual Meeting.
Finally, congratulations again to the Ft. Worth Chapter of Credit Unions receiving the chapter FOCUS Award for its financial education efforts with two partner schools. Members of the Ft. Worth Chapter provide volunteers to teach the Junior Achievement program in each of the schools, thanks to financial support from the credit unions and a grant from the Texas Credit Union Foundation
TCUL 12th ANNUAL SPRING ORIENTATION – MARCH 25-26, 2009
Texas Credit Union League's 12th Annual Spring Orientation will be March 25-26 at the TCUL home offices in Dallas. Featuring more than a dozen unique presentations from the expertly-informed TCUL staffers and professionals, this informative event will give new hires in the credit union world, as well as those in need of a refresher course, the tools they need to succeed.
The first day hits the ground running with a brief introduction and welcome at 9:00 a.m. before going into a series of comprehensive sessions, lunch, a guided tour of the TCUL offices and more. While the day officially ends at 4:00 p.m., attendees will have the option of heading up the street to the Sheraton Dallas North for a networking opportunity. The process starts again the next day with a welcome at 8:30 a.m. and a wide spectrum of presentations to enjoy and learn from. And don?t forget to stick around for the bonus cash-prize drawing all attendees are eligible for at 4:00 p.m.!
Topics to be covered during this two-day experience include the following, and much more:
- Understanding the credit union system;
- Advocacy efforts – learn how you can have an impact on both the regulatory and political environment, to benefit your credit union and the movement;
Discover the regulatory compliance and operational assistance available free to members, including Information Central, as well as our work in regulatory advocacy; and presentations from departments of TCUL and Credit Union Resources, Inc. regarding products and services that will assist your organization in the areas of small credit union development, training and events, Texas Credit Union Foundation (TCUF) activity, marketing and more.
A wealth of information, provided meals, a bonus cash-prize drawing and no cost to your credit union are just a small sample of the plentiful benefits your institution can enjoy by attending this two-day session. Registration is currently open but please register by March 16 at the latest so that adequate seating, materials and preparations can be made for the final count.
For additional information or clarification, please visit the Training and Events section of the official TCUL website, www.tcul.coop. You may also contact Bonnie Cox, at (800) 442-5762, ext. 6421, or at bcox@tcul.coop.
2009 ACH BOOT CAMP FOR CREDIT UNIONS
SWACHA - The Electronic Payments Resource® and the Texas Credit Union League are teaming up again in 2009 to bring you extensive 2-day ACH Boot Camps. We?re coming to Houston…the next 2-day educational training will take place on April 21-22 at the Hilton Houston Hobby Hotel. Mark your calendars and be prepared to conquer the complex ACH world! Enlist online today at www.swacha.org.
2009 “HOT Topics” 3-in-ONE COMPLIANCE SEMINAR
In April, TCUL is offering a full day of training focusing on the “HOT Topics” within credit union compliance providing attendees essential guidance on important regulatory and operational issues. Topics to be covered are the Bank Secrecy Act, Vendor Due Diligence and Effective Vendor Management Programs, and Identity Theft Red Flags and FACT Act Compliance instructed by David A. Reed, founder of CU Doctor. Register today for the seminar in Dallas, April 28th or Houston, April 29th. Visit www.tcul.coop/TCUL_HOT_TOPICS.html for online registration and additional information.
Save the Dates
Texas Credit Union League Annual Meeting
April 14 – 17, 2009
Hilton Austin Hotel
TCUL Southwest Lending Conference
May 17 – 20, 2009
Omni Hotel, Las Colinas, Irving
Texas Credit Union League Leadership Conference
September 10 – 12, 2009
San Antonio
TCUL Marketing Conference
November 4-6, 2009
Galveston
