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eTrain: Strategic Planning
Now more than ever, your credit union needs a strategic plan for the future. Your regulators agree.
Through strategic planning, you, your staff, and your board can adapt better to the challenging economy, safely manage your current costs and growth, and develop attainable objectives and a road map to achieve them.
How do you get started? Even if you’ve never put a plan together, you can get the tips and tools you need to ensure a productive planning session. Join Kate McPike, CCUL’s Custom Training/Strategic Planning Manager, as she helps you:
- Learn the basic components of an effective planning process.
- Understand the basic types of strategic planning.
- Discover new techniques that can help revitalize your planning process.
- Explore the power of values, trust, and integrity in your credit union, including how to incorporate them into your credit union’s strategic planning.
- Learn the top 10 reasons why your strategic session can die a slow death.
- Understand the basics of facilitation.
- Discover the basic steps for choosing a facilitator who will work effectively with your management team.
- Uncover tips to help ensure that everyone engages and participates in your planning session.
Plus you’ll also get forms to help assist you in the facilitation of your credit union’s planning session!
Who Should Attend? This workshop is particularly valuable for those who envision and plan for their credit union’s future, such as:
- Board Chairman
- Training Professionals
- Senior Management
Meet the presenter, Kate McPike:
As Custom Training/Strategic Planning Manager for the California Credit Union League, Kate McPike is responsible for developing and delivering training programs for all credit union staff and volunteers, as well as facilitating strategic planning sessions for credit unions.
Kate’s training expertise draws from her 12 years experience in the financial services industry and over 15 years in training and development. Her program topics include: member service skills, time management, communications, teambuilding, teller skills, robbery, conflict resolution, and board development.
Credit union professionals who envision and plan for their credit union’s future, such as:
• Board Chairman
• Training Professionals
• Senior Management
||Power Learner Passport - (click for details)
first class ticket to Internet training, eTrain is designed
just for credit unions. You and your staff dont even
have to leave your office; the training comes to you! An
Internet connection and a separate phone line is all you
eTrain Webinars are a convenient and cost effective way of bringing quality education to your credit union. The PowerPoint slides are delivered through the Internet, and the audio portion of the program is delivered through your computer or a separate phone line.
eTrains Webinar Series: Quality education brought
to your credit union at a low cost.
Want to know more about all the upcoming eTrain webinars?
Just call the League at (800) 472-1702, option 2.
ARCHIVED WEBINAR PURCHASING REQUEST
You are registering for an archived audio/visual presentation. Simply complete the registration information below and submit. Please make sure all of your information is complete and accurate. You will receive a confirmation email letting you know that your registration has successfully been submitted.
Your program’s link and handout will be emailed to the email address on your registration within two (2) business days after we receive your registration. You may view the archive as many times as you want for 60 days after you receive the program link.
Please remember that webinars are sold per Internet/phone connection. Unauthorized distribution of links and passwords may result in additional costs per connection.