Professional Development Programs

To meet the educational needs of your credit union, your League provides professional development programs that can be customized for your staff and volunteers. These programs may be taught at the League Office or at the location of your choice.  

Contact Eileen Burden, Professional Development & Training Manager, for more information.


The Art of an Elevator Pitch

An elevator ride lasts approximately 30-60 seconds from the time you step in to the time the doors open. Would you be able to communicate your credit union’s value proposition in that time span? After this session, you will! An elevator pitch is a succinct and persuasive sales pitch that gives you a well-rehearsed summary of your credit union and its benefits at any time. The elevator pitch is a powerful opportunity to convey your message in a variety of settings. In this session, you will learn the four steps to crafting the perfect pitch.


Recruiting New Volunteers

While the task of recruiting new volunteers may be challenging, it’s important to take the time to find candidates with the right values, skills, attitude and commitment. This session takes a deep dive into investigating new methods and techniques in recruiting new board members. Using your credit union’s strategic plan, we will determine your needs and identify specific qualities when searching for future members of your board and supervisory committees.


Growth of the Credit Union – Marketing in the Board Room

Marketing is the management of the credit union’s market-facing activities and it plays an important role in ensuring credit union growth. It’s important to know that there is no “standard” marketing strategy but there are many best-practices and powerful marketing ideas that all credit unions should implement in one form or another. In this session, we’ll take a look at some these best-practices and ideas and determine if they align with your credit union’s strategic plan.


Sales and Service in Your Credit Union

“Sales” in the Credit Union world has always been a tough pill to swallow. But is it really “sales” if you are offering your members the BEST financial solutions to better their lives? No! As credit union professionals, we have the power to change lives every day. In this session, we will take a step to the other side and look through our members’ eyes. Defining the member experience will help us design our own roadmap on how we can connect with our members and make a positive difference in their lives.


Cooperative Principles for Credit Unions

What is it that sets Credit Unions apart from all of the other financial institutions? Easy. Credit unions operate under a different set of rules: 7 Cooperative Principles. These seven principles are founded in the philosophy of cooperation and its central values of equality, equity and mutual self-help. They express, around the world, the principles of human development and the brotherhood of man through people working together to achieve a better life for themselves and their community. Join us for an in-depth look at how credit unions have evolved since inception and how we can continue to grow while still staying true to our roots.


Office Olympics

Need to liven up your credit union? Want to get your employees and staff all on the same page? Allow us to bring Office Olympics to your credit union! Office Olympics is a series of team-building activities that will help drive team objectives home. Attendees will walk away with a better understanding of why effective communication is important and that solutions sometimes require creative thinking.


  • Find a supportive environment
  • Clarify roles
  • Achieve mutual objectives
  • Examine the current work methods
  • Explore weaknesses
  • Establish action plans for effective cooperation

A Vision of the Future

Thinking about the future can assist in developing your credit union’s strategic plan. In this session, your team will be encouraged to be clear and precise about their vision of the credit union. We will define outcomes, develop a shared vision, and transform the vision into a shared action plan with built-in procedures for monitoring success.


Financial Education: The Key to Credit Union Growth

Many Americans struggle with managing money, paying bills, and establishing good credit. Unfortunately, many of our members learn financial lessons the hard way. How can credit unions assist? In this session, we will take a closer look at how credit unions can educate their members, encourage financial responsibility, and change lives.


Other Available Topics:

Front Line Training:

  • Bank Secrecy Act Training
    • Frontline
    • Board
    • Specialists
  • FACT Act Red Flags Training
  • Moving Members from Mad to Glad
  • Dealing with Irate Members
  • Branch Robbery Safety Training
  • Sales Starters
  • Advanced Selling Techniques
  • Teller Operations
  • “How you Say It”…A Presentation for Call Center Representatives
  • The Professional Edge