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800-442-5762 ext. 8515
February 23 - 27, 2014
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Discounts for League members.
NOTE: The 2013 Lending Seminar scheduled for November 7, 2013 in Dallas has been cancelled.
Come learn the best way to increase loans without depleting your budget on marketing. Stop waiting for a marketing promotion to drum up some business. Build a sales culture at your organization and stop throwing good marketing dollars out the door.
Most credit unions think they can market and train their employees into loan growth and cross-sales. However, by incorporating these very critical sales components in your credit union, sales and lending opportunities can be maximized every day.
This full-day session will touch upon foundational sales strategies that will allow you to build a sales environment which will sustain high levels of sales performance without giving away rate through marketing promotions.
This Seminar will also touch upon increasing productivity and efficiency in support areas of the organization with an emphasis on BPI (Business Process Improvement) through emerging technologies.
Are you ready for a Culture shift and reinventing your credit union to become a sales lending machine?
Come to this full day session and learn all about it. This full-day seminar will provide you the tools and critical components for a successful, sustainable sales environment and can serve as a catalyst in building a true sales culture in your organization
Animals get trained, people are developed and change behavior based on what they learn and how these behaviors are reinforced over time.
You will not want to miss this organizational sales cultural change event. Come learn how you can increase loan opportunities, products per household and build sales programs in your organization with demonstrated proven “Best Practices in Sales”.
Lending executives and managers, compliance officers, CEOs/presidents, or lending staff in general would benefit from these seminars.
Dallas - Thursday, November 7, 2013
Cornerstone Credit Union League
4455 LBJ Freeway, Suite 1000
Farmers Branch, TX 75244
10th Floor Boardroom
Business casual dress is appropriate. Bring a jacket or sweater as room temperatures vary.
Pierre Cardenas has 26 years in the financial industry at both credit unions and banks. He has held executive level positions in organizations as large as a billion in assets. he has been consulting, training, and presenting for credit unions since 2006 and started his own business "Innovators of Change" in 2008 while serving as the Senior VP of Retail at a $540 Million credit union. Pierre's experience in consulting and implementation of technology in all areas of banking has given him great insight into the trends of the industry which allows for a futurist perspective to his sessions. He is sought after and speaks on various financial industry topics relating to innovation, lending and the changing financial environment. Pierre is currently a Senior Consultant with CU Lending Advice, LLC.
Certified Public Accountants (CPAs) may earn continuing education credits (CPE) in accordance with each state’s Board of Public Accountancy standards and guidelines:
Texas CPAs - The Cornerstone Credit Union League is registered with the Texas State Board of Public Accountancy (TSBPA) as a sponsor of continuing professional education on the State Registry of CPE Sponsor. Certified Public Accountants (CPAs) may earn up to 6 continuing education credits (CPE) for each seminar. No advance preparation or prerequisites are required. The state board of accountancy has final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to: Texas State Board of Public Accountancy/333 Guadalupe - Tower 3, Suite 900/Austin, TX 78701-3900
Administrative policies, such as complaint or refund, please contact the league at 800-442-5762 ext. 6634.
Fee Per Person - $349
Walk-ins accommodated on a space available basis. Your investment includes instruction, extensive handouts, continental breakfast, networking lunch, and two refreshment breaks.
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 twenty (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 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 800-442-5762 ext. 6630 or 469-385-6630 or email Cookie Dorsey at firstname.lastname@example.org.
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.