Earn Points for Your CU
Developing leaders at
the speed of change.
Sample Consent Letter
Credit Unions: Ready, Organize, Activate, Respond
Feel the Difference
A PR campaign for credit unions to acquire and retain members.
New Report for League Members
Average Retail Fees
View CU Statistics & Reports
Working in a financial institution, individuals discover quickly how much there is to learn. With constant changes in regulations and technology, credit unions are challenged to just keep up. This program provides a solid foundation for lending staff by focusing on the ABCs of Consumer Lending.
And you know why. Members want to know their credit union has knowledgeable employees on staff that they can rely on to provide solid answers vs. vagaries and excuses. This program sets the foundation for new lending professionals and guides them toward becoming the experts their members can trust.
This program introduces you to the fundamentals of consumer lending. Topics to be covered include:
Bring a calculator, your organizations blank consumer loan applications, and be prepared for a down to earth exploration on consumer credit. Don’t miss this opportunity to build or assure you understand the ABC’s of Consumer Lending.
This program is geared for employees starting out in consumer lending.
Early Bird Deadline: April 24
Cornerstone Credit Union League
6801 Parkwood Blvd.
Plano, TX 75024
Early Bird Deadline: April 26
Credit Union House
631 E Hill St.
Oklahoma City, OK 73105
Business casual dress is appropriate. Bring a jacket or sweater as room temperatures vary.
*includes two refreshment breaks
John Baptista Jr., knows the financial industry and the business world. John left the world as a commercial banker and entered the private business sector. Having the financial background made the transition to being a successful business owner an easy one.
As a trainer and consultant, his background links his experiences to be a highly sought after speaker. With a strong knowledge of customer relations and “real world” experiences, he brings a unique learning dimension to each of his programs. He is an alumnus of the University of Southern California and the University of San Diego.
As an award winner in the area of customer service and as the youngest branch manager in the history of one of the largest California Banks, he recognized early the importance of customer service.
His training style is described as, “down to earth, refreshing and engaging with a practical approach to education”. He takes the text book and transforms it to the real world using a variety of teaching techniques and methods. From lap tops and I pads, and the use of the internet or webinars, all participants can relate.
This allows individuals to learn skills they can readily use. By being constantly in tune with the issues of today, he relates to all generations. From Millennials to Baby Boomers, his uncanny ability to make participants feel at ease makes his programs extremely interactive, with participants opening-up and being actively involved.
A client writes "John is an exceptional communicator and facilitator, and is great at keeping attendees engaged. He not only knows his stuff, but can target his message to a variety of levels and personalities simultaneously! His style is proven to be different, unique and refreshing. He consistently receives glowing remarks and outstanding evaluations!”
“His informal but informative programs make it both more enjoyable and easier for everyone to stay focused and engaged. He uses great ‘real world’ examples to emphasize key points. His programs are an effective blend of presentation and hands-on participation. 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.”
John states, that the motto of Impact Training & Consulting is, “Training That Makes A Difference”. He believes strongly that learning to be effective must result in the ability to apply what you have learned. The result is his programs deliver just that; knowledge that is applied and facilitates change, which produces “Training That Makes A Difference!.”
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 firstname.lastname@example.org for additional information or questions.
Early Bird - $325
Regular Rate - $525
Walk-ins accommodated on a space available basis. Your investment includes instruction, extensive handouts, lunch, and refreshment break.
Substitutions are always welcome. Registration fee refunds (less a $50 processing fee per person/per seminar) are granted for cancellations received in writing two weeks prior to the seminar.
Locations with less than 20 registrants two weeks out may be cancelled. In the event of cancellation, all registrants will be notified.
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 Cookie Dorsey 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.