SEMINAR OVERVIEW

This is no ordinary trainer's roundtable! You'll have the opportunity to network, learn and discuss with leading training and credit unions experts.

Your credit union is invited to attend. NO CHARGE! Compliments of the North Carolina Credit Union League and Credit Union National Association.

AGENDA
9:00 a.m. Welcome & Networking

9:15-9:35 a.m. New Resources from Your League
With Ed Agnoli, Director of Education and Financial Literacy, North Carolina Credit Union League
Come and hear about the new initiatives at North Carolina Credit Union League.

9:35-10:45 a.m. Advancing the Sales Effectiveness of Your Credit Union
A Sneak Peek into the Creating Member Loyalty Programs
With Deb Trim-Rocque, Credit Union National Association
Take a look inside the Creating Member Loyalty system of training to discover how formal training and consulting can identify desirable member and employee experiences that have a positive impact on internal and external service levels. You’ll also learn how we can help you foster expanded member relationships with an eye on increasing profitability and loyalty.

10:45-11:00 a.m. Networking Break

11:00 a.m.-Noon < Linking Training to Competencies
The CPDOnline Approach to Online Learning
With Brianne Gutoski, Credit Union National Association
You know training should be designed around competencies for each position, but who has time to create complex competency maps, let alone the training to match? Your trusted resource, CUNA, of course! We’ve created position-specific learning plans so you can help your staff reach their professional potential. CPDOnline combines the ease of on-demand, online, self-study trainingvwith expertly-designed credit union courses — all based on staff and manager competencies. Plus, with CPDOnline ’s learning management system (LMS), you’ll easily organize and manage learning activities into development plans, reports, transcripts, and more.

Noon-1:00 p.m. Networking Lunch Included

1:00-2:15 p.m. 60 Ideas in 60 Minutes
This is your chance to gather ideas and input on the topics of your choice from your
training peers. Bring topics to discuss, problems you’ve been wrestling with, or your best practices that you’re proud to share with other trainers. Walk away with 60 or more new ideas and renewed energy to tackle whatever comes your way!

2:15-2:30 p.m. Wrap Up

North Carolina Credit Union League
4160 Piedmont Parkway
Greensboro, NC 27410
1-800-822-8859, ext. 3229
www.ncleague.org
Contact: Ed Agnoli at eagnoli@ncleague.org

INSTRUCTORS
Ed Agnoli
Ed Agnoli is the director of education and financial literacy for the North Carolina Credit Union League. In his position, he works with CUNA to design curriculum and training opportunities for North Carolina credit unions’ management, staff, and volunteers. Additionally, he promotes youth financial education programs throughout the state, including the NEFE High School Financial Planning Program, NC Saves, and Jump$tart. Ed is a former seventh grade teacher who is also a past president of NC Jump$tart Coalition and currently serves on its board of directors.