Webinars

Upcoming Webinars

Co-Sponsored by:

Developing Your Merger Strategy

Tom Glatt, Jr., Partner/Matt Griffiths, Partner

Glatt Consulting, Inc.

Thursday, August 13, 2020, 2:00 - 3:00 p.m. Eastern Time

Mergers occur for many reasons. Organizations may need access to capital, a larger marketplace to fuel growth, greater diversification of customers to mitigate risk, additional leadership and job function skills, etc. Credit unions are no different. These same kinds of needs exist even in the cooperative business model environment. As a result, credit unions should always include merger as a strategy for addressing pressing needs. But to merge requires two parties that ideally complement one another. The question is, how do you find such a willing merger partner and engage them in forward looking merger dialogue?

In this Webinar, Glatt Consulting’s Tom Glatt and Matt Griffiths, help you better understand the pre-outreach and development work you need to engage in, to ensure your merger efforts are successful.

Topics to be covered during this webinar include:

  • Establishing clear and reasonable expectations;

  • Defining your merger marketplace;

  • Determining when to include and exclude remote locations;

  • Setting up your “ask”;

  • Developing people relationships;

  • Tracking your efforts.

Not available on this date and time? No worries. Those who sign up will also be emailed a link to the Webinar recording so you can watch at your convenience

Co-Sponsored by:

Explosive Member Experiences, Especially During a Pandemic

Paul Robert, Chief Executive Officer, FI Strategies

Thursday, August 20, 2020, 2:00 - 3:00 p.m. Eastern Time

Focusing on the member journey is key to success during normal times but it reaches a heightened sense of importance during non-normal times. Credit unions that use the next few months to truly understand their member’s journey, solidify and simplify every step, and display empathy along the way will be the ones that thrive (not just survive), in spite of the pandemic.

In this webinar, learn how to:

  • Accurately assess the member journey

  • Gather the necessary member feedback

  • Re-engineer processes to optimize the journeys

  • Display the secret sauce to success – empathy

  • Synthesize your people with each delivery channel

What worked for you prior to the pandemic will not be enough to work in the future. Your world has changed and, most importantly, your member’s world has changed. The credit unions that enhance their member’s experiences accordingly will be the ones who thrive in the “new” world.

Walk away with the following:

  • The roadmap for capturing the member experience

  • Tools for making ach process easier and faster

  • A model for building your member experience culture

Not available on this date and time? No worries. Those who sign up will also be emailed a link to the Webinar recording so you can watch at your convenience

Co-Sponsored by:

Credit Union Partnerships as a Growth Vehicle

John Dearing, Partner, Capstone

Thursday, September 3, 2020, 2:00 - 3:00 p.m. Eastern Time

Credit union leadership, management and board members will learn about trends and best practices to drive additional non-interest income. Every day, new partnerships are formed in the credit union space in order to help organizations thrive and grow. Learn how these collaborations drive market expansion, membership growth, new product offerings, and depth of member relationships plus income. Join us in this thought-provoking Webinar and open your mind to the new possibilities offered by strategic partnerships.

Not available on this date and time? No worries. Those who sign up will also be emailed a link to the Webinar recording so you can watch at your convenience

Past Webinars

Unable to participate in a past Webinar because you weren't available at the time it was presented? No worries. Our past Webinars are available for download. Past Webinars.