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In-person and Virtual Options Available

EMPLOYEE DEVELOPMENT PROGRAMS

OPERATIONAL AND REGULATORY PROGRAMS

OPERATIONAL AND REGULATORY PROGRAMS

  

Management Training
 Time Management * Stress Management
 Performance Management * Employee Coaching
 Employee Motivation * Team Building
 Conflict Resolution * Managing Change
 Diversity * Basic Financials
  
New Supervisor Training  

Sexual Harassment and Discrimination Training

DiSC Communication Assessment Facilitator

Emotional Intelligence

Employee Engagement

Service and Sales Training

Elder Financial Scams Seminar 

OPERATIONAL AND REGULATORY PROGRAMS

OPERATIONAL AND REGULATORY PROGRAMS

OPERATIONAL AND REGULATORY PROGRAMS

 

Credit Union Basic Training
 History * Terminology * Regulatory Basics
 

Account Titles and Fiduciaries 

Consumer Lending Fundamentals

Fair Lending Overview for Staff and Board

Annual BSA Training for Staff and Board

CONSULTING SERVICES

CONSULTING SERVICES

CONSULTING SERVICES

 Member Experience Assessment
Credit Union Organizational Chart
Employee Job Description Review and Update 

BOARD SUPPORT

CONSULTING SERVICES

CONSULTING SERVICES

  Annual Regulatory Training

Bank Secrecy Act * OFAC 

Safeguarding Member Information * GLB
 FACT ACT * Fair Lending
 

Governance Overview and Support

Roles of a Board Member

Programs Customized to Specific Needs

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