2024 Program Bundles

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Ultimate Member Service Bundle

Launch your employees unparalleled growth through Our Credit Union PhD, Service Excellence, and Becoming a Sales Champion or Referral Sales Champion workshops.

Your employees first dive into the rich history of financial cooperatives, where "people helping people" sets the cornerstone, in our popular Credit Union PhD workshop. Then, we’ll equip them with the skills and mindset to elevate your members’ experience to new heights through our Service Excellence workshop. In Becoming a Sales Champion, they’ll develop skills to improve your members' financial wellbeing by seamlessly presenting relevant products and solutions. Alternatively, for those in roles focused on referrals, our Referral Sales Champion workshop opens doors to unmatched expertise.

Don't miss out on this extraordinary opportunity! Contact us now; this bundle is in high demand and workshop seats fill up quickly.

Bulk Pricing Options:

Quantity    Price     Discount    
1–9$17928%
10–25$14940%
26–50$12948%
51–99$10956%
100+$9960%

Premier New Leaders Bundle

Unleash the potential of your new leaders with the Spring 2024 Emerging Leaders and Coaching for Performance development programs.

Credit unions typically provide about two weeks of training to a new teller. But how much training is provided to a new manager? This is the best investment you can make in your new leaders!

Our Emerging Leaders program equips your rising star with the foundations of leadership such as building trust, establishing themselves as leaders and managing their former peers. In Coaching for Performance, we arm leaders with tools to propel their team to new heights. We cover the difference between coaching and managing, how to effectively redirect undesired behavior, and ways to coach their team during a busy workday.

This is a game changing bundle that empowers your new leader to craft a legacy of success. Contact us today!

Bulk Pricing Options:

Quantity    Price     Discount    
1–4$1,62015%
5–9$1,46523%
10+$1,29932%

Peak Performance Leadership Bundle

Elevate your Top Talent's success with the Spring 2024 Vertex Live Nationwide development program, Summer 2024 Emotional Intelligence workshop and Fall 2024 Coaching for Performance program.

Vertex Live Nationwide is our flagship program where leaders learn to deploy skills that will supercharge leadership performance, employee engagement, member service and profitability. Our Emotional Intelligence workshop is a dynamic and interactive program that dives deep into the core aspects of Emotional Intelligence, teaching essential skills for leaders to navigate both work and life with poise and mastery. In Coaching for Performance, we arm leaders with tools to propel their team to new heights. We cover the difference between coaching and managing, how to effectively redirect undesired behavior, and ways to coach their team during a busy workday.

This is our most popular program for credit union leaders. Contact us today to unlock the gateway to stronger leaders!

Bulk Pricing Options:

Quantity    Price     Discount    
1–4$2,24915%
5–9$2,02523%
10+$1,79932%

Standout Branch Manager Bundle

Watch your Branch Manager soar to new heights with our Spring 2024 Becoming a Business Development Champion and Fall 2024 Vertex Live Nationwide development programs.

Becoming a Business Development Champion equips branch managers with the knowledge and skills to thrive in today’s competitive financial landscape by leveraging market trends, growth opportunities, marketing strategies and strategic partnerships. Vertex Live Nationwide is our flagship program where leaders learn to deploy skills that will supercharge leadership performance, employee engagement, member service and profitability. Through cohort-based learning, your leaders will transcend boundaries, networking with other credit union professionals to gain fresh perspectives on credit union leadership.

Don't let the competition outpace you. Contact us today to ensure a spot for your high-performing branch manager!

Bulk Pricing Options:

Quantity    Price     Discount    
1–4$2,79915%
5–9$2,51524%
10+$2,25032%