Training Programs

Training and skill development concept with icons of online course, conference, seminar, webinar, e-learning, coaching. Grow knowledge and abilities.
Brainstorm business meeting to discuss analysis of financial figures, graphs and growth charts of business investments to plan new business projects.

Leadership Development

  • Leadership Academy (customized curriculum)
  • Executive Coaching and Development
  • Coaching for Performance
  • Leading Through Change
  • Emotional Intelligence in Leadership
  • Succession Planning and Talent Development
  • Creating a Motivational Environment for Maximum Performance
Group of confident business people point to graphs and charts to analyze market data, balance sheet, account, net profit to plan new sales strategies to increase production capacity.

HR Strategy & Compliance

• BSA/Patriot Act Training

• Member Risk & Red Flags

• Interviewing & Hiring Best Practices

• Performance Management & Feedback

• Compensation Strategy & Compliance

• HR Policy Development

  • Progressive Discipline and Termination
Happy diverse corporate team discussing project in boardroom office.

Service Excellence

• Encore: Credit Union Sales & Service Training

• Creating a Member-Centric Culture

• Cross-Selling with Integrity

• Frontline Sales Coaching

• Building Member Loyalty

• Incentive Program Design & Implementation

  • Dealing with Difficult Situations/Members 
Businessman, presentation and coaching in meeting, planning or brainstorming in team strategy at office. Man or speaker talking to business people, training staff or project plan ideas in leadership

Personal and Professional Development

• Communication Skills for Credit Union Teams

• Conflict Resolution

• Time Management & Prioritization

• Personal Branding & Professional Presence

• Workplace Motivation & Mindset

  • Managing Change
  • DiSC Personality Assessment (certified facilitator)
Multiethnic business team in meeting at modern board room

Organizational Development

• Developing an Internal Training Department

• New Employee Onboarding Programs

• Train-the-Trainer Workshops

• Building a Learning Culture

  • Team Building
International business people discussing financial plan at boardroom meeting.

Optimizing Branch Operations

We worked closely with a local credit union to streamline their branch operations. By analyzing their existing processes and implementing strategic improvements, we reduced operational inefficiencies, increased member satisfaction, and enhanced overall service delivery. Our approach included staff training, process realignment, and the introduction of cutting-edge technology tools.

Financial advisor, accounting or mature businessman in meeting for budget strategy or paperwork. Smile, research or investment banker talking to manager finance, advice or growth report documents

Implementing Member Loyalty Program

Our team developed and launched a comprehensive member loyalty program for a credit union client. The program was designed to boost member retention and engagement by offering rewards and incentives based on member activities. Through detailed member analysis and strategic program structuring, we successfully increased member interactions and loyalty, ultimately contributing to a sustained increase in membership growth.
Multiethnic business team in meeting at modern board room

Strategic Growth Workshop

We organized a strategic growth workshop for a local credit union, focusing on identifying new growth opportunities and leveraging existing strengths. The workshop involved interactive sessions on market analysis, competitive positioning, and service differentiation. As a result, the credit union identified key areas for expansion and implemented a plan that led to significant growth in membership and asset base over the following year.