2017 Frontline Training Seminar

Update: This seminar has been cancelled. We apologize for the inconvenience.

Image Begins with Frontline Staff

In today's world, interaction between credit union personnel and their members hinge on increasingly fewer opportunities. Frontline staff, MSRs, lending staff and supervisors all represent the credit union brand. Participants will learn how actively listening and the importance of "Wow" is today.

This is not a lecture workshop, participants will engage with each other through interactive exercises applying what they learn.

Learner Outcomes

  • Awareness of the history of the credit union movement
  • Understanding of the U.S. credit union system
  • Insight into communication styles
  • Competency in effective listening
  • Knowledge of what makes a good leader

Who Should Attend?

This full day workshop would be valuable for all levels of staff, including frontline staff, MSRs, Lending Staff, Branch Managers, and Supervisors.

Date & Location

Dallas, December 5

Cornerstone Credit Union League
6801 Parkwood Blvd.
Plano, TX 75024
Lodging Offers

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


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. Lunch (provided)
1:00 p.m. - 4:00 p.m. Seminar

*includes 2 refreshment breaks

Presenter - Kerri Smith

Kerri Smith

Kerri Smith, CUDE, is an award-winning marketing, business development, and speaking professional with an international reach. Her credit union career spans nearly three decades, including as founder and CEO of CU Exceed, and informs her broad range of experience in credit union operations, management, and marketing.

Smith works as the business development and marketing manager for Greenville Gas Turbine Employees Credit Union serving SEGs in the Upstate of South Carolina. She was first hired in April 2014 as a consultant to improve their loan-to-share ratio of 32.94 percent. With her help, the credit union ended 2014 with a 60 percent increase in car loans and a loan-to-share ratio of 50 percent, representing 41 percent net growth overall. The promotion was so successful, Smith was hired fulltime.

Smith has spoken to groups in the Philippines, Trinidad and Tobago, Scotland, and the U.S. She has provided technical assistance to credit unions in Grenada, Nevis and St. Kitts, Malawi, Latvia, Lithuania, and Philippines through the World Council of Credit Unions. She has also shared her award-winning strategies with the National Credit Union Administration, speaking to examiners and small credit unions on the importance of marketing strategically.

Smith served as coordinator for the Credit Union Development Education Program (CUDE) sponsored by the National Credit Union Foundation, the Credit Union National Association (CUNA), World Council of Credit Unions and CUNA Mutual Group.

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/Per Day

Regular Rate - $325

Walk-ins accommodated on a space available basis. Your investment includes instruction, extensive handouts, lunch, and two refreshment breaks.

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 seminar.

Seminar Cancellation Policy

Locations with less than 20 registrants three weeks out may be cancelled. In event of cancellation, all registrants will be notified.

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.


Call 800-442-5762 ext. 6635 or 469-385-6635 or email training@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.