This practical, engaging workshop is built specifically for busy managers, supervisors, and lead staff who feel overloaded, stretched thin, or unsure how to delegate without risking dropped balls or damaged trust.
Webinars
OnDemand
Can you trust that the opportunities in your sales team’s pipeline are real? The pipeline should be an accurate indicator of future revenue, but more often than not, it is nothing more than a wish list or a pipe dream.
Many organizations leverage a Managed Service Provider (MSP) to manage their IT infrastructure, often providing more expertise while saving some cost. But when it comes to protecting data, the term “cybersecurity” can mean different things to different organizations.
This presentation teaches you how to create resilient and easy-to-maintain budget spreadsheets. It will contrast assigning names to cells, which simplifies both formula writing and review. It will also cover spreadsheet navigation with the Table features, which offers similar benefits. You’ll learn how the Use In Formula command streamlines formula writing, and how the VLOOKUP, XLOOKUP, and SUMIF functions minimize formula maintenance.
Does your institution need to understand how to find and hire lenders and relationship managers who will be successful at building and growing relationships? This webinar provides the hiring tools you can use immediately to take the guesswork out of hiring RMs who can and will sell and grow relationships in our current competitive environment.
This high-impact session will help you overcome common leadership pitfalls and unlock time-saving strategies that enhance productivity.
How do you deliver value while creating amazing experiences for your depositors? Wow them with an exceptional service experience. Depositors who feel a connection to the people who wait on them feel valued.
Top-performing financial institutions are arming their people with a transformative approach to initiating distinctive relationships with their clients and prospects, building trust through meaningful conversations.
In this 2-part series, you will gain a deep understanding of the significance of employer branding in the recruitment process. You will also discover effective strategies for attracting and retaining top talent in a competitive market.
Fulfill your credit union training needs with webinars
We offer over 100+ webinars per year for credit unions and 300+ webinars for banks covering topics such as compliance, employee development, coaching, BSA/AML, lending, TRID, as well as trending hot topics like pandemic preparedness, the Cares Act, regulation updates and much more! Delivered by respected financial services industry experts, our webinars are timely, relevant and always engaging.
