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Thirty years of successful experience in organizational and personal growth, specializing in strategic visioning and planning, performance
improvement,
strategic marketing, and governance.
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Has consulted with or spoken to thousands of organizations and individuals in 48 states throughout the U.S.
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Served on the faculty of several national schools, including the Credit Union Executives Society, CUNA, and the American Institute
of Banking.
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A professional member of the National Speakers Association (NSA) from 1997 - 2006; served on the Board of Directors and as Treasurer
for the Minnesota
Chapter of the National Speakers Association in 1999 – 2000; charter member of the Financial Marketing Association.
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Successfully turned-around and tripled membership and revenues of the Marketing Association of California.
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Pioneered the concepts of sustainable sales & service cultures and accountable marketing techniques within the credit union industry
over 20 years
ago.
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Certifications: |
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Master Trainer in “Managing for High Performance”, “Member Advocacy Pathways (MAP)”, Leading for
High Performance”, and “Building
Member Relations for Life!”
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Certified Personal Life Coach
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Accredited Tai Chi Chih Instructor
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Author of multiple publications & educational programs:
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CUNA’s Member Relations STAR program which has been continuously reprinted since 1986
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Coaching for Sales Quality, a video-based sales management training program (co-author)
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Building a Successful Sales Program video series for the CU Video Network
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Numerous articles on marketing effectiveness, performance improvement, strategic planning and sales/service for nationally distributed
trade and industry
publications.
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Software developer of ProfitMaker+Plus,
a tool for credit unions to project and calculate the profitability and effectiveness of marketing promotions.
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Served on the Boards of Directors for Firstel FCU and Firstel Innovative Resources (CUSO) from 1998 to 2001.
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Regular community volunteer contributions in affordable housing and homeless programs, her church, Girl Scouts and Boy Scouts, primary
educational programs,
and environmental issues since 1979.
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