Recent national research confirms that the needs and
demands of the 21st century financial consumer have dramatically changed.
Think you’re up on the trends? These findings will surprise
and enlighten you. Discover what today’s financial consumers
really want and key things you can do to deliver it to capture
more wallet share without emptying your wallet. Avoid extinction
by gaining strategic ideas that will help you to stay current
or ahead of your competitors while maximizing each member relationship.
A growth strategy expert with 27 years experience in management,
marketing, and volunteer development, Jeanne reveals concrete
ways to gain more business from your members.
How have the greatest companies in America
endured throughout decades of fierce competition and continuous change? All of them
the same fundamental strategy. Learn what the masters do to gain
greater focus, generate more powerful long-term results, and build
deeper relationships with their customers— essentially leaving
their competitors in the dust! See how to apply their secrets in
your credit union to help you achieve and maintain the edge in
your community. A strategic planner and former CU board member
with 25 years of experience, Jeanne shares insights on how to inspire
and unify your entire team through strategic planning processes
that deliver greater results.
How can you WOW your members so that
they never even consider doing business elsewhere? How do you create a funnel of potential
who can’t wait to do business with your CU? How can you double
your current business without introducing any new products, purchasing
advanced technology, or gaining new members? Discover the internal
power and resources you have for accomplishing all of this during
this program on energizing volunteer, staff and member relations.
The author of CUNA’s STAR module on Member Relations and
a management consultant with 27 years of experience, Jeanne’s
stories touch people’s hearts and minds while offering meaty
strategies for growth.
You already have the most powerful tool anyone could
desire to create the life or business you yearn for. It’s the power
of choice. Uncover your true desires; learn what’s holding
you back; and gain the tools and courage to take steps which move
you forward—while making a transformational difference
in the world around you. Learn to stretch yourself while enhancing
your decision-making skills, personal accountability, and ability
to take risks. As a growth strategist for organizations and individuals,
Jeanne shares the successful secrets for creating the life you
want while making a positive difference in the lives of other people.
Today’s tight economic environment requires CUs to gain
optimal performance from each employee while developing them into
who can help sustain competitive advantage. Doing this requires
you to move beyond outdated management practices into a process
that engages employees, empowering and motivating them to higher
levels of achievement and performance. Gain practical skills for
aligning employees’ attitudes and work efforts with your
strategic direction through effective goals setting, coaching,
meetings management and forward-looking performance planning and
evaluation. An organizational consultant and trainer, Jeanne engages
participants in developing confidence and competence to achieve
their organization’s goals.
Why merely survive when you can thrive—enjoying
sustained growth and satisfying relationships in a competitive marketplace!
This program explores ways to turn CU philosophy into an energizer
that awakens passion among management, volunteers, staff and members
alike. Take away implementable ideas for incorporating a proven
7-point business model into everyday business practices and long-term
strategies, using service to members to drive growth, and engaging
cooperative principles to heighten volunteer director involvement.
A growth strategist and management consultant with over 20 years
of CU experience, Jeanne shares resourceful ways for CUs to excel
amidst intense competition.
Do your employees LOVE to “sell”? Are existing members
regularly referring family and friends to your CU? Are key members
at risk of being lured away by the competition? How many are already
there? Are slim margins making it more difficult to compete on
price while competitors are multiplying in your community? Having
a sustainable service and sales culture in place is no longer an
option—but a reality for business survival! From this program,
you’ll learn about the six essential elements required in
setting up—or reving up—a sustainable culture. Take
service to a new level, delivering immediate payback, heightened
satisfaction and increased staff motivation. Having successfully
developed her first credit union service and sales culture 22 years
ago, Jeanne shares proven methods for creating sustainable, long-term
results in your organizational culture.
Want to keep your top performers? Move average
managers and employees to higher performance levels? Build teamwork throughout the organization?
Increase your own motivation? Help your CU succeed in achieving
its goals? Learn to use four coaching steps that have the power
to transform the performance of any organization, the three most
important times to coach, key ways to motivate (and de-motivate
behavior), and the three most powerful tools you can use to achieve
your goals. An organizational consultant, trainer and former CU
board member, Jeanne boils 27 years of experience into a program
that is easy and beneficial to implement, whether you’re
a volunteer or manager.
How do you increase the price on a commodity
product ten-fold? Would you enjoy being the envy of your competitors by creating
a competitive field of one that they can’t touch? What’s
the REAL story behind branding and how it could make a significant
difference in your credit union? Explore the four ways available
to own a strategic market position, command better prices, add
significant competitive value to your CU’s service offerings,
and ensure that employees consistently communicate your differential
to members during every encounter. A growth strategist with 27
years of sales and marketing expertise, Jeanne presents proven
strategies for capturing market share.
Missing key growth opportunities? Spending more
time or money than your CU needs to on marketing? During this fast-paced program,
find out how to use the 6 key techniques of the P.E.P.P.E.R.
formula to balance your marketing program and improve results.
to evaluate the profitability of marketing efforts, use trending
strategies to spot key growth opportunities, and align marketing
strategies with the CU’s strategic and annual goals to
achieve success! A former CU marketing executive and faculty
CUES and CUNA national schools, Jeanne delivers common sense
information that takes the mystery out of marketing.
When you’ve got superior training and great incentives in
place, what stops your employees from providing member service
through selling? Discover key “roadblock busters” to
clear the path for increased selling in your CU, including gaining
staff buy-in, staff recruiting and placement, aligning job descriptions
and duties to fit the new culture, developing effective performance
appraisal processes, and creating a compensation program which
retains high performers while encouraging other staff to continually
improve. As an organizational performance consultant with 25 years
experience in sales management, Jeanne shares the key concepts
required in this essential building block for a sustainable sales & service
If you’ve ever been with an organization where the strategic
plan gathers dust on a shelf all year, then this program is for
you! Find out how to develop a brilliant growth-oriented plan that
is lived out every day by every person in your CU. Discover why
many plans fail and how to prevent that with yours, an easy no-fail
way to prioritize options while you’re planning and during
implementation, three key steps to take after the plan is created
to ensure activation and accountability throughout the CU, the
one key benchmark for testing all possible goals, strategies and
action steps, and four essential things every successful plan includes.
A strategic planner and former CU Board member, Jeanne shares practical
ideas for getting long-lasting growth-oriented results from your
Whether we’re presenting ideas, coaching employees, or pitching
a new program, we’re all “selling” something.
Successful communications guarantee results. Discover the seven
strategies used by the world’s best relationship builders.
Learn the thought process all people go through and how to align
the ways you communicate with others in order to make things happen
while building long-term relationships. (This program can also
be geared exclusively to a sales-related theme.) A marketing and
communications executive for 25 years, Jeanne shares revealing
insights for communicating better.
Industry research links Board behaviors with organizational performance.
Would your Board get high marks or is there room for growth? Take
this quick assessment to find out. Gain tips for working better
as a team, using proactive performance management processes to
motivate and guide your CEO, increasing participation during planning
sessions, clarifying roles and expectations to avoid micro-management
and apathy, and reviewing data that reveals the true health of
your CU. A former Board member with 27 years of non-profit organizational
experience, Jeanne presents valuable tips for enhancing Board effectiveness
It’s no secret that various life events trigger changes
in consumer’s needs. Yet many CU employees haven’t
personally experienced the most frequent of these trigger events
miss crucial opportunities to help members. Worse yet, staff’s
lack of life experiences often prevents them from mentioning the
benefits most meaningful to people in a particular life stage,
resulting in time spent but no sale. Learn how to apply a pioneering
new approach to staff development which marries key consumer life
stages with classic selling fundamentals. The results have been
swift and dramatic in CUs around the country! A sales and marketing
executive with over 25 years of experience, Jeanne shares how leading
credit unions are supporting employees in delivering exceptional
How much money are you allocating to your
marketing function? More importantly, are you getting results from the member-money
spend? Find out how to evaluate the true effectiveness of your
CU’s marketing promotions during this fast-paced program.
See how a concise, one-page report can tell you everything you
need to know—including the net profit your promotion delivered
to your CU’s bottom line and how many dollars of profit
you earned for every dollar spent. Quickly discover which promotions
are worth repeating, and which aren’t! Never again will
you need to accept a bunch of words when the numbers speak for
themselves. A former CU marketing director with 20+ years of
CU experience, Jeanne provides valuable information for enhancing
A funny thing happened on the way to the credit
union. Your member detoured to their bank! The million-dollar question is WHY? What
does it take to capture more of each member’s business? Where
else are they doing their financial business and why? How can you
prevent them from defecting from your credit union? Discover the
three leading research methods that customer-centric companies
use to answer these questions and more in order to cultivate lasting
beneficial relationships. Learn how you too can successfully implement
them in your credit union. A research and marketing expert with
an extensive credit union background, Jeanne shares strategies
for gaining and retaining more member business.