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:
Who was Hermann Schulze-Delitzsch, and why you should care?
Friedrich Wilhelm Raiffeisen, what made him tick?
Alphonse Desjardins, the Canadian who brought credit unions to North America.
Ed Filene, the visionary and advocate for financial fairness for everyone.
Roy Bergengren, the relentless lawyer who broke through hundreds of obstacles on his way to chartering over 1,000 credit unions.
Louise McCarren Herring, the original credit union millennial and mother of credit unions.
Facilitated by: Taylor Murray – CEO, ServiStar Consulting
According to Gallup Higher emotional intelligence raises employee engagement. This will make your team:
51% more likely to have lower employee turnover
38% more likely to have above average productivity
And your credit union will be:
56% more likely to have higher than average member loyalty
27% more likely to report higher profitability
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:
Each session is lead by Profile Strategies’ Lisa Chitty, a certified EI practitioner, to ensure consistent engagement with participants.
Sessions are experiential and use the full functionality of the video conference platform to ensure participant interaction. This includes breakout rooms, chat, Q&A, polls, whiteboards, participant annotation and word clouding.
Small group work in breakout rooms creates involvement and ownership.
Pre-work, workbook and collateral materials are integrated into the modules.
Space is limited to 26 participants to ensure a personalized experience.
What You’ll Learn:
Introduction (April 12) Discover the Genos International emotional intelligence model
The Aware Leader (May 3) Learn to demonstrate better awareness of self and others, and become more behaviorally agile
The Authentic Leader (May 17) Learn to facilitate difficult performance conversations with finesse
The Expansive Leader (May 24) Improve decision-making based on emotional and moral reasoning
The Resilient Leader (June 1) Develop personal resilience and a mentally healthy workplace
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:
Learn how to implement cross-team collaboration
Plan for content and modeling
Create a new methodology for evaluating process effectiveness
Develop a template for mapping journeys and auditing efforts
Learn how to journey map for multi and omnichannel environments
Facilitators:
Elry Armaza Chief Transformation Officer Community Financial Credit Union
Tansley Stearns President & CEO Community Financial Credit Union
Taylor Murray CEO ServiStar Consulting
Cost:
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.
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:
What determines excellent service?
Why excellent service is MORE than fast, accurate, & friendly
How to go beyond the expectations of our members.
Why member complaints aren’t necessarily a bad thing.
Facilitator:
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:
Structuring your interview to maximize your chance to acquire top talent and provide a best in class candidate experience.
Aligning the hiring manager and recruiter on what the recruiting strategy is.
The offer and nurturing candidates post offer.
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!
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.
Presented over an interactive studio-quality live stream.
Ten 2-hour online sessions spread out over four months.
Interactive group work and individual networking.
Assessments to validate learning and promote engagement.
Access to our Vertex Learning Library computer-based training courses for one year for refresher training.
Investment: $1,799/participant
Are you registering more than 5 people? Email Whitney for discounted pricing.
Sessions:
Leading with Emotional Intelligence
Team Building
Coaching for Performance
Employee Motivation
Employee Accountability
Effective Delegation
Conflict Resolution
Leadership
Strategic Thinking
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.
Schedule
Session 1
Defining Coaching vs. Managing
Understanding the Importance of Coaching
Using a Performance Management System
Session 2
Diagnosing Performance Deficiencies
Conducting Effective Redirection
Session 3
Learning How To Be a One-Minute Coach
Setting Goals for Skill Improvement
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:
How do they build trust?
How do they establish themselves as leaders?
How do they manage people who were their peers just days ago?
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:
Seven 2-hour information-packed sessions.
Monthly activities and assignments to apply lessons.
Personal leadership assessment.
Unlimited one-on-one access to our facilitators to discuss leadership challenges.
Pre- and post-course assessment to validate participant improvement.
Certificate of completion.
Sessions:
1️⃣ Common Pitfalls 2️⃣ Developing a Brand 3️⃣ Coaching 4️⃣ Effective Mentorships 5️⃣ Emotional Intelligence 6️⃣ Change Management 7️⃣ Building Trust
