2018 Branch Manager Workshop

Branches are the hub of the credit union, and managers are the hub of the branch. Come learn how to excel at your leadership and management role. We discuss how to build a team that works together for common goals. Hear how to coach and motivate your team to be committed to success. Don’t miss this action and solution-focused workshop and learn the secrets to be an excellent manager.

What Can I Expect to Learn?

  • Learn techniques to effectively coach – say goodbye to "shoulda, woulda, coulda" coaching. 
  • Practice real-life coaching moments in a safe environment. 
  • Explore different approaches to coach for opportunities. 
  • Motivate your team; learn the value of intrinsic motivation. 
  • Discover the difference between difficult conversations to conversations that uncover and solve difficulties. 
  • Uncover the keys to WOW! service. 
  • Develop your leadership skills that make a difference. 
  • Prevent resistance with a simple training technique.
  • Unlock the mystery of the underperformer – what to do before you make the “I assumed error!”
  • Master the keys to time management for yourself and your team. 
  • Challenge yourself to be an exceptional branch manager. 
  • Confront challenges before they become real problems. Ignore this at your own peril. 
  • Reveal the Pygmalion effect – is it standing between you and your success?
  • Identify coaching moments that make a difference. 
  • How to leave a legacy – Don’t miss this powerful idea of leadership.

Who Should Attend?

This workshop will be beneficial for anyone in a managerial role. You will leave this workshop with all the right tools to hit your branch target, build and execute your business plan, and manage and motivate your associates.


"Very informative great speaker! Fell very motivated to go back and put practices in place."

"Mr. Rowland presented the information in a fun and appropriate manner. He used several real life examples which helped everyone to remain engaged and entertained."

"Just got this management position and will use everything learned today."

Date & Location

Houston, May 15

Early Bird Deadline: April 6
Regular Rate Deadline: May 11

Member Source Credit Union
10100 Richmond Ave.
Houston, TX 77042

Business casual dress is appropriate. Bring a jacket or sweater as room temperatures vary.


Tuesday, May 15, 2018
8:30 a.m. - 9:00 a.m. Registration & Continental Breakfast
9:00 a.m. - 12:00 p.m. Session
12:00 p.m. - 1:00 p.m. Networking Lunch
1:00 p.m. - 4:00 p.m. Session

Presenter - Rory Rowland

Rory RowlandRory Rowland is a business consultant, dynamic seminar leader and author specializing in programs for helping credit unions improve their lending, technology, leadership, and communications skills. After serving as president of two credit unions and earning his CCUE, Rory began using his communications skills and specialized background in credit unions to help others in the movement be more effective. Rory has presented his high energy, fun and humorous programs in all 50 states over the past eighteen years, as well as in Canada and Mexico. Rory is continually one of the most highly rated speakers at state and national associations throughout the country, including many credit union league conferences.

Continuing Education Units

Requests for certificates of attendance are processed after the event. Contact Janine McBee, CUDE, Sr. Training Director at 800-442-5762 ext. 6634 or email jmcbee@cornerstoneleague.coop for additional information or questions.

Educational Investment

Fee Per Person

League Member Early Bird - $325
League Member Regular Rate - $375
Non-Member Rate (CUs in Cornerstone region only) - $650

Limited number of registrations available. Register early to secure your seat. Your investment includes instruction, handout materials, continental breakfast, two breaks, and networking lunch.

Registrant Cancellation Policy

Substitutions are always welcome. Registration fee refunds (less a $50 processing fee per person) are granted for cancellations received in writing two weeks prior to the workshop.

Grant Assistance

The Cornerstone Credit Union Foundation is accepting grant applications for League training events based on financial need. Applications must be received by application deadlines. Please visit the Foundation’s website to view all grant applications, guidelines and deadlines. Contact Emily Moreno, Foundation Grants Manager, at 469-385-6483 for more information.


If you have questions regarding this workshop, call 800-442-5762 ext. 6426 or 469-385-6426 or email bwalker@cornerstoneleague.coop.

If you have physical, medical, or dietary needs requiring special attention, please contact us for proper arrangements to be made. For more information regarding administrative policies, such as complaint or refund, please contact us at 800-442-5762 ext. 6630.