Team Courses

I am licensed to facilitate this two day clinic providing both emerging and seasoned leaders with an easy to implement coaching process to generate clear commitments with strong accountability to achieve the results necessary to ignite business performance.

The Coaching Clinic® effectively trains individuals in the skills necessary for using a coach approach within organizations. It is a fully developed model, which managers, leaders and coaches can implement immediately into their organizations to:

• promote innovation and accelerate results
• effectively develop and retain valuable organizational members
• improve organizational communication and team effectiveness
• deepen commitment to personal, professional and organizational goals

The Coaching Clinic® challenges participants to raise their standards for their own skills and competencies.

For the past two decades, I've been instructing and overseeing the sales process within the financial industry, and in many respects, little has evolved over time.

Yet, despite our daily engagement in sales activities, some credit unions hesitate to embrace the term SALES.

My perspective has always been: "It's only negative if perceived to be."

I focus on teaching how to engage in meaningful conversations with our members, tailored to their where they are on their financial journey.

While it may not be groundbreaking, I specialize in guiding our front-line representatives through conversations with members, spanning from the onboarding and new account process to more advanced outbound opportunity calls.

Our training covers a range of topics, including but not limited to:

• Building confidence
• Nonverbal communication
• Active Listening
• Addressing resistance
• Asking pertinent questions

And much more.

Note: This course is designed for both in-branch representatives and remote or centralized associates.

Being able to have professional, one-on-one time set aside with someone who can 100% relate to being a leader in the credit union industry can be extremely helpful.

I've been in this industry for 20 years and have coached managers of all levels successfully. 

While each person's experience will require a customized approach. I have uncovered crucial topics that may be overlooked or underemphasized.

I'd love the chance to work with you.

Whether new to their branch or to an internal department, the following topics are just a few that tend to be challenging for our new credit union managers.

• Effective Communication
• Conflict Resolution
• Service Levels
• Emotional Intelligence
• Accountability

As a member of the senior management team, collaboration efforts and team dynamics can shift drastically under pressures such as staffing turnover, executive leadership change or during the rollout of a major project. 

A strong foundation is crucial to the success of not just the individual in this role, but to the entire credit union. 

For the senior leadership position, below are just some of the topics that could be addressed.

• Leadership Development
• Change Management
• Coaching
• Strategic Planning
• Board Collaboration