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This program is designed all employees that deal with IRA’s, both the veteran or new employees. Topics include:
Bring a set of your blank IRA forms since they will be a part of the program. By the end of this hands-on program, you will have an understanding not only of the “nuts and bolts” of this product but an improved confidence level; a confidence level which will allow you to effectively communicate and discuss IRA’s with members.
Topics that will be covered include:
Understanding the “nuts and bolts” of a product is one thing, being able to apply that information to real life situations is another. Don’t miss this opportunity to learn both the nuts and bolts and more importantly, how to apply that knowledge in dealing with members!
Oklahama City - Credit Union House
IRA Basics - October 23, 2013
IRA Advanced - October 24, 2013
631 E Hill Street
Oklahoma City, OK 73105
The seminar schedule is 9:30 am - 3:00 pm both days.
Business casual dress is appropriate. Bring a jacket or sweater as room temperatures vary.
John Baptista Jr.’s experience combines over 35 years in the financial industry, including 30 years in management, and over three decades as a trainer and consultant. His lifetime of customer relations and ‘real world’ experiences, provide a new learning dimension to each of his programs and training seminars. He is an alumnus of the University Of Southern California and the University of San Diego.
As the youngest branch manager in the history of one of the largest California Banks John recognized early the importance of customer service. From over 2000 employees, he was ranked in the top 10% for providing the best in customer service.
His training style is described as, “down to earth”, “refreshing and engaging with a practical approach to teaching”. This style allows individuals to learn skills they can readily put to use. A client writes "John is an exceptional communicator and facilitator, and was great in keeping the attendees engaged. He not only knows his stuff, but is able to target his message to a variety of levels and personalities simultaneously! Perhaps the informality of his training helps to make it more enjoyable and easier for everyone to stay focused and engaged. He uses great “real world” examples to emphasize key points”.
A nationally recognized training company writes "His workshops are an effective blend of presentation and hands-on participation. And his caring, energetic training style is a plus you'll appreciate. John brings laughter, fun and most of all his ability to get others to learn.”
Certified Public Accountants (CPAs) may earn continuing education credits (CPE) in accordance with the Oklahoma Accountancy Board's standards and guidelines.
Administrative policies, such as complaint or refund, please contact the league at 800-442-5762 ext. 6634.
Fee Per Person/Per Day - $349
Walk-ins accommodated on space available basis.
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.
Locations with less than 20 registrants four weeks out may be cancelled. In event of cancellation, all registrants will be notified.
The Cornerstone Credit Union Foundation is accepting scholarship applications for League training events based on financial need. Applications must be received by the quarterly application deadline. Contact the Foundation at 800-953-8283 or visit their website for more information.
Call 405-702-8622 ext. 215 or email Carrie Buchholz at email@example.com.
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.