Speaker / Consulting Topics

 

Engagement Drives Lending and Loyalty

Discuss the big picture on your member demographic.  Discover strategies for increasing your borrowers and ensuring your members stick with you.  Find engagement strategies that work with the changing landscape of financial services and reaching the mobile member.

 

Using technology on a budget

Develop a cost sensitive approach to improving your process.  Find new ways to source existing technology and resources to have the feel of a large shop.  Find the right fit of low-cost options for what is missing to get the job done.

 

credit union philosophy

Get your team back on track with a broad view reminder of what our mission is.  We can all benefit from a pep rally to reinvigorate a sluggish Board or branch office.  Let Wayne's passion for credit unions and high quality member service spark your own imaginative ideas for growth and success.

 

from flat to fantastic

Discuss and discover low cost strategies that have a big impact on the bottom line.  Reach your members with whimsical Member Appreciation Days, employ a new social media campaign, develop or improve on your staff incentive program, and find the right technology to kick start and sustain positive growth.

 

effective member contact strategies

Develop a new approach to reaching your current and prospective members through fun social media campaigns, engaging text messaging as a contact tool, and rapid responses to emails and phone calls.  Incorporate a sense of urgency with each contact to show every member they are your most important asset. 

Leadership Training & Coaching Topics


Building the Employer-Employee Relationship

Significant relationships throughout one’s life help to develop personal and job success. When someone is in counseling, the relationship between the therapist and the patient is key. The success a student has in school depends to some degree on the relationship between the pupil and the instructor. Our next significant relationship of this design is seen in the workplace. The success of an individual member of the team may be significantly influenced by the relationship that person has with their supervisor or boss. Find techniques and strategies for improving your leadership through staff relationship building. 

THE BOSS AS THE MEDIATOR

When the negotiating is not for you, but instead between your employees, you may find yourself as the mediator. Mediation is usually the by-product of failure or the inability of employees to work out their differences. That's why we become involved in the discussion. Learn how to structure the conversation for maximum benefit to all parties.

LEADERSHIP IS HELPING OTHERS OVERCOME FEAR

Whether you’re training new staff or staff new to your department, there is a fear of new situations that you must help them overcome. We’ll help you develop coaching and modeling strategies that aim to help staff work through fear to maximize their performance.

LEADERSHIP . . . THE DOCTOR IS IN

One’s expectations filter their experience.  If you go to work tomorrow expecting negative outcomes in your work load, in your coworkers, or in your member experiences, it is a guarantee that you will find it. The world around you washes through a filter of your own expectations. Learn how to structure or reset expectations to maximize job satisfaction and performance. Let’s work together to change your expectations and redesign what you are looking for. Focus on your achievements and the achievements of those around you.  Focus on and acknowledge when you see positive achievements within yourself and those around you.


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