Limited to the first 50 participants!

Let’s not forget why we do what we do. The credit union movement is growing, but is our commitment to People Helping People keeping pace? As credit unions continue to grow and expand, many credit union employees and leaders forget or never learned how and why we started.

Enroll today and begin earning your credit union PhD – the Philosophy, History and Development of our movement. In this fun and interactive 90-minute workshop, we’ll talk about the motivation and passion our early leaders had when transforming cooperative financial institutions.

Who Should Attend?

From tenured employees to new hires, from the C-suite to the teller line. If you care about the Credit Union Movement, please join!

Topics Include:

Facilitated by:
Taylor Murray – CEO, ServiStar Consulting

According to Gallup
Higher emotional intelligence raises employee engagement. This will make your team:

And your credit union will be:

Emotional Intelligence (EI) is the essential leadership skillset of this decade and beyond, and it should be at the top of your list for leadership development.

Join ServiStar Consulting and Profile Strategies for this award-winning learning series designed to both measure and develop emotional intelligence in leaders. This in-depth online program is comprised of six 90-minute engaging training sessions.

Only $1,199/participant! Only 26 seats!

Program Highlights:

What You’ll Learn:

  1. Introduction (April 12)
    Discover the Genos International emotional intelligence model
  2. The Aware Leader (May 3)
    Learn to demonstrate better awareness of self and others, and become more behaviorally agile
  3. The Authentic Leader (May 17)
    Learn to facilitate difficult performance conversations with finesse
  4. The Expansive Leader (May 24)
    Improve decision-making based on emotional and moral reasoning
  5. The Resilient Leader (June 1)
    Develop personal resilience and a mentally healthy workplace
  6. The Empowering Leader (June 7)
    Learn to inspire performance through persuasion, coaching and influence

Sessions led by Lisa Chitty

Lisa Chitty, VP of Profile Strategies, is a certified Emotional Intelligence practitioner with Genos International, a world leader in emotional intelligence programs that enhance self-awareness, empathy, leadership and resilience. Lisa brings more than 30 years of experience in leadership, employee development and guiding others to achieve their fullest potential.

Limited to 50 participants!
Get your seat locked in now.

What you’ll learn:

Elry, Tansley and Taylor will guide you and your team through the best practices for effective journey mapping:


Elry Armaza
Elry Armaza
Chief Transformation Officer
Community Financial Credit Union
Tansley Stearns
President & CEO
Community Financial Credit Union
Taylor Murray
ServiStar Consulting


This workshop is free to all ServiStar Member Experience Builder clients (past and current).
For non-Member Experience Builder clients, the cost is $799 per credit union.

Limited to two attendees per credit union.

Recommended hotel:

Delta Hotels by Marriott Detroit Novi
37529 Grand River Avenue
Farmington Hills, MI 78335
(248) 653-6060

Email for questions.

Learn why SERVICE is more than fast, friendly and accurate.

By definition, service excellence refers to the ability of service providers to consistently meet and occasionally exceed consumers’ expectations. In ServiStar’s Service Excellence workshop, team members will learn why service is critical to the success of the credit union and how it’s the foundational building block of the credit union philosophy, “People Helping People.”

The primary concepts covered include the 7 Key Elements of Excellent Service and:


Megan James, Manager of Learning & Development

Matt is an enthusiastic and creative talent acquisition leader with experience designing and executing talent acquisition strategies to build high performing recruiting teams. 

In this one-hour, information packed session, Matt will focus on:

Matt is an enthusiastic and creative executive who has spent his career connecting great people and great companies. Matt’s experience designing and executing talent acquisition strategies has helped companies across North America.

Matt’s philosophy is: “Work hard, have fun, and do what you say you are going to do.” Matt knows by doing this, good things will happen!

Matt Kemblowski
President, MJK Connections

Learn how to deploy skills that will improve management performance, employee engagement, member service and profitability.

See immediate improvements in management performance!  

Whether you are an individual manager looking to grow or you are an emerging manager looking to prepare for success, you’ll find that Vertex Live Nationwide will set you up for success as a strong coach.

Investment: $1,799/participant

Are you registering more than 5 people? Email Whitney for discounted pricing.


  1. Leading with Emotional Intelligence
  2. Team Building
  3. Coaching for Performance
  4. Employee Motivation
  5. Employee Accountability
  6. Effective Delegation
  7. Conflict Resolution
  8. Leadership
  9. Strategic Thinking
  10. Group Project Presentation

What’s the difference between coaching and managing?

How do you effectively redirect undesired behavior?

In your busy schedule, where do you find the time to coach?

ServiStar offers research-based, credit union-specific training solutions that have worked for top-performing credit unions. Using breakout groups, role-playing and case studies to transfer knowledge, your team will quickly transform their skills into coaching and building more dynamic team members and leaders. Each 3-hour session will provide managers the knowledge and confidence to know what to do to be effective performance coaches.

Register new managers or current ones who want to hone their skills.

This training is not just for new managers. It is also valuable for managers who previously completed ServiStar’s Coaching for Performance training and want a refresher.

Investment: $599 per participant

Are you registering more than 5 people? Email Whitney for discounted pricing.


Session 1

Session 2

Session 3

Mike Neill
Mike Neill, Chief Learning Officer

Improve employee engagement.

Give new and emerging leaders confidence.

Have new managers performing from day one.

Newly promoted managers often find themselves facing many challenges:

Credit unions typically provide about two weeks of training to a new teller. But how much training is provided to a new manager? Isn’t leading people more challenging than operating a teller window? Should new managers be forced to learn through experience only? Do you think that will have negative implications on employee engagement, production and member experience? 

ServiStar’s Emerging Leaders program takes new and emerging managers and turns them into confident, competent, high-performance leaders who will be able to develop their own personal leadership style, deploy core coaching skills and maximize employee engagement and performance. Through live training, homework assignments, networking with other new managers from across the credit union movement and unlimited access to the ServiStar experts, your new and emerging managers will begin to thrive.

Who should attend:

Leaders who are early in their management career (5 years or less) or employees who will soon be promoted to a leadership position.

What’s included:


1️⃣ Common Pitfalls
2️⃣ Developing a Brand
3️⃣ Coaching
4️⃣ Effective Mentorships
5️⃣ Emotional Intelligence
6️⃣ Change Management
7️⃣ Building Trust


Chris Bryan, Chief Operating Officer
Chris Bryan, Chief Operating Officer
Megan James, Manager of Learning & Development
Scott Albrecht
Scott Albrecht, VP of Learning & Development