Discover U

1. Planting Seeds Today for Tomorrow's Leaders Student Handbook & Course Catalog Fall 2006 Discover U

2. D U In Appreciation of the San Marcos Branch For their Contribution to the Development of Discover U Planting Seeds Today for Tomorrow's Leaders

3. D U Welcome to Discover University We are about to open the doors to Discover U. I know that each and every one of you is excited about being a part of it. Making a commitment to learn throughout one’s life is so important, and I’m proud to be part of a credit union that places such a high value on learning. There is always more than one way to learn. The obvious way to learn is by being a student. You will have plenty of opportunity to be a student in this university. Every class you attend, each resource you utilize, and every developmental activity you complete gives you a chance to learn and grow. But there’s another important way to learn and that is by sharing what you know with others. All of us have knowledge within. When we share that knowledge with others, we make their lives richer. Seeing them grow then becomes a learning experience for us. As you work your way through the credit union university, try to be a student and a teacher. If all of us are willing to do both, there’s no limit to what we can do for our credit union, our members, and ourselves. Good luck to everyone, and I look forward to seeing all of you in an upcoming graduation ceremony! Kerry A. S. Parker President A+ Federal Credit Union Making the Grade Planting Seeds Today for Tomorrow's Leaders Discover U

4. D U Mission Statement We will be your career development partner helping you fulfill your unlimited potential. • Goals of Discover U • Help Employees reach their career goals • Develop Future Leaders of A+ FCU • Retain “High Performance, Goal Oriented” Employees • Enhance employee’s self-development skills Discover U

5. D U Discover U University Policies

6. D U Discover U Student Enrollment Discuss enrollment intentions with your manager Complete Student Enrollment Form and return to Discover University Administrator Contact Discover University Administrator to schedule a New Student Orientation Meeting Begin Course Study Keep your manager informed of your progress Sign Letter of Intent to continue to next degree level Discover University Board of Regents will consider requests for credit of classes not listed in the course catalog. Submit requests to University Administrator.

7. D U How to Earn Credits ►STAR Book and Assignment (2 credits) ►MERIT Book -Complete Online Test and Assignment (2 credits) ►CUES Online Test and Assignment (1 Credit) ►Employee Development Center Library/Austin Public Library-Check out a book/video/CD-ROM/PowerPoint Class on Owl and create or complete an assignment (2 credits) ►Prepare and present a 1 hour classroom class or e-learning class with assistance from Employee Development Center. Share your knowledge with your team members-Advisor and Supervisor Approval required (3 credits) ►Teacher for Discover U-Commit to teach 4 classes/year-(12 credits) ►Attend an outside seminar/conference and complete assignment-Management approval needed due to cost More than 1 day-3 credits Full Day-2 Credits Less than full day-1 Credit ►Attend a Training Class on the Training Calendar and complete assignment (Certain mandatory classes are not eligible for university credit such as compliance training) Full Day Class (over 4 hours) 2 credits Half Day Class (less than 4 hours) 1 credit ►Department Internship (Work Study Program)-10 hours of work study divided in 2 hour sessions-Written summary of skills developed after each session-Advisor and Supervisor Approval required due to scheduling requirements. (6 credits) ►College Courses (UT, ACC, etc)-Prior Course Approval Required. Must show proof of a passing grade. (2 credits) ►Department/Branch Meetings-Prepare and present material at your respective department/branch meeting. Prior approval by University Administrator and supervisor required for presentation content to receive credit. ►Manage a Project for your branch/department-Prior Approval required to determine credit value ►Not listed-Submit a request for credit for any course not listed to the Discover U Administrator. Credit will be determined based on the course/event content and length. Discover U

8. D U Discover U Class Standing Number of CreditsYear 0-20 Freshman 21-40 Sophomore 41-60 Junior 61-80 Senior 81-100 Masters • Associates Degree-Completion of 40 Credits • Bachelors Degree-Completion of 80 Credits • Masters Degree-Completion of 100 Credits Certified Executive Program Degree** Degree Certification-To maintain an Associates Degree the student must complete 5 credits per year. To maintain a Bachelors and Masters Degree they must complete 10 credits per year. Letter of Intent-After achieving a degree the student will need to sign a Letter of Intent to continue to the next degree plan. **CUNA’s Certified Executive Program-Management Level Only

9. D U Discover U Assignments & Class Packets All courses will have an assignment or course packet related to the material. Assignments and course packets can be printed from the Discover University Link. If you do not find an assignment for the course you are about to take contact the University Administrator. After completing all course material send a copy to the University Administrator for review and credit. The administrator will arrange a time to discuss the assignment with the student. A copy of the assignment will be placed in the student’s file.

10. D U Student Enrollment Form Name _____________________________________________ Branch/Department __________________________________ Title/Position _______________________________________ Career Goals __________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________(Attach a piece of paper if you need more space) Career Plan Contract with Myself I am committed to making my job a career. I will set realistic goals and muster my self-discipline to achieve them. I will take the time each week to work on my career plan and accomplish the steps in my plan. I will encourage myself with small successes and completion on interim goals. I will get support from others who can help me with my plan. I will seek out and complete the learning experiences that will give me the skills for career success. I will work to adjust any personal qualities that are holding me back from success. I will meet with my advisor to discuss my unlimited potential as a professional employee of A+ Federal Credit Union. I will discuss my progress with my manager/supervisor. I will succeed. _____________________________________ __________________ Employee Signature Date _____________________________________ __________________ Manager’s Signature Date _____________________________________ __________________ Coach’s Signature Date Discover U

11. D U Discover U • Letter of Intent • Congratulations! You’ve already taken a huge step towards developing yourself and fulfilling your full potential by enrolling in Discover University. Now is the time to recommit yourself to carrying this same enthusiasm into the future. • Please answer the following questions: • What career path are you interested in? Has this changed/evolved from when you first enrolled in Discover University? • Talk about your personal strengths and skills related to the career path you mentioned above. Include skills, talents, work and life experience, languages, computer, and organizational skills. • Conclude with how you think your career goals will be supported by the continued experience of attending Discover University. • Employee Signature:_____________________ Date: _______ • Advisor Signature: _______________________Date: ________

12. Planting Seeds Today for Tomorrow's Leaders Grow at… Discover U Discover U

13. D U Discover U Course Catalog

14. D U Discover U CUES Online www.cuesuplus.org

15. D U Discover U CUES Courseswww.cuesuplus.org1 credit • Beginning Financial Math • Business Writing Skills • Change Management • Check Clearing and Electronic Payment Systems • Coaching Employees • Compliance Training-Check Fraud • Compliance Training-Consumer Lending • Compliance Training-Deposit Operations • Compliance Training-Electronic Funds Transfer Act (Reg E) • Compliance Training-Identity Theft • Compliance Training-Safeguarding Customer Information • Conflict Resolution • Consultative Selling • Consumer Credit Lending Practices • Credit Reports Scoring and Counseling Debt Management • Credit Unions-An Introduction • Cross Selling Credit Union Products • Future of Credit Unions • Handling Consumer Complaints • Handling Sales Objections • Individual Retirement Accounts-Roth IRAs • Individual Retirement Accounts-Traditional IRAs • Office Security-Robbery, ATM, and Bomb Threat • Oral Communication Skills • Quality Member Service-Face to Face and on the Phone • Stress Management • Team Building • Teller Training-Credit Unions • Time Management

16. D U Discover U STAR by CUNA Staff Training and Recognition Program

17. D U Discover U STAR Courses by CUNAContact University Administrator for Text Book2 Credits • Basic Accounting • Collections • Communication and Telephone Skills • Credit Union Orientation • Cross Selling • Develop a Career Plan • Financial Counseling for Members • Helping Members Understand and Solve Problems • Improving and Maintaining Quality Service • Individual Retirement Accounts • Interpersonal Skills-Understanding Your Impact on Members • Lending Products and Regulations • Loan Interviewing • Loan Servicing • Loan Underwriting • Make Work Manageable • Member Relations • Member Service: Exceeding Expectations • Member Services • Mortgage Lending • Opening New Accounts • Preventing Fraud • Robbery Prevention and Preparation • Security • Successful Sales Techniques • Transitioning from Staff to Management • Working Effectively with Difficult Members and Staff • Write Effectively

18. D U Discover U MERIT Courses by CUNA Management Enrichment Training Program

19. D U Discover U MERIT Courses by CUNAContact University Administrator for Text Book2 Credits • Delegating for Results • Fundamentals of • Management • Interpersonal Skills: • Understanding Your Effect • on Others • Security Administration • Strategic Thinking and • Planning • Training and Orienting • Employees

20. D U Discover U Employee Development Center Library Books & CD-ROMs Power Point Courses

21. D U Employee Development CenterLibraryContact University Administrator1 Credit • Whale Done • Fish • The 7 Habits of Highly Effective People • The Leadership Secrets of Santa Claus • Be Our Guest-Perfecting the Art of Customer Service by the Disney Institute • Who Moved My Cheese • The Five Dysfunctions of a Team • Microsoft Word 2002-Step by Step • Do What You Love, The Money Will Follow • Get Out of Debt • Getting Organized • Coaching for Maximum Performance • Coaching for Improved Work Performance • Don’t Sweat the Small Stuff at Work • Managing Generation X • Teller & Member Service Handbook by CUNA-Checks & Share Drafts • 40 Strategies for Winning in Business • Effective Meetings-The Complete Guide • Winning the Hiring Game-Smart Interviewing • Be on Your Best Business Behavior-Quick & Easy Business Etiquette Tips • Risk, Originality & Virtuosity: The Keys to a Perfect 10 • People Not Profit-The Story of the Credit Union Movement • A+ FCU Student Loans-CD ROM • PowerPoint 2002-CD ROM • Today’s Teller: It’s More than a Balancing Act-CD ROM • Protecting Your Credit Union from Check Fraud-CD ROM • Get Real or Get Taken-New Designs for Your Money-CD ROM • Total Training Solutions-Endorsements-CD ROM • Opening Bank Deposit Accounts for Non U.S. Persons-CD ROM • Whale Done-Audio CD • How to Handle Difficult People-Audio Cassette • The Eye of the Needle-Making Difficult Conversations Easier-Audio CD • The Power of Effective Listening-Audio Cassette • Don’t Sweat the Small Stuff at Work-Audio Cassette Discover U

22. D U Discover U Employee Development Center Library Videos/DVDs

23. D U Discover U Employee Development Center LibraryContact University Administrator for Video/DVD1 Credits • Check Fraud Fundamentals (Training Dept. has first priority) • Confidentiality Counts (Training Dept. has first priority) • Safeguarding Customer Information • Member Relations • Proactive Customer Service • Sales Techniques • Cross-Selling • Telephone Skills-Part One • Telephone Skills-Part Two • Teller Survival Guide Series-The Drive Up Window • Teller Survival Guide Series-Common Scams & Collusion • Teller Survival Guide Series-Common Balancing Errors • World’s Mightiest Bank-The Fed • Bad Check Video • Handling Difficult Members • Living the Dream • Robbery from a Robber’s Point of View (Training Dept. has first priority) • Procedures to Reduce the Threat of Robbery (Training Dept. has first priority) Complete List of Books/Videos on OWL

24. D U CUNA's CEP Certified Executive Program Executive & Management Development Discover U

25. D U Discover U AS A CURRENT OR ASPIRING CREDIT UNION EXECUTIVE, YOU’RE SOMEONE WHO IS MOTIVATED TO RISE ABOVE THE CROWD. That’s why the Certified Executive Program (CEP) is a perfect fit for you and your professional goals. The program’s self-study, credit union-specific courses put you in charge of your future. • Gain the skills and recognition you need to go places in the credit union industry. • Become a more effective, strategic leader. • Get college credit while you further your professional growth. You’ll meet these goals and more by achieving the professional designations and specialty certifications through the Certified Executive Program. And you’ll do it all on your schedule. You choose the courses and the order in which you complete them. You even choose the learning pace and place. www.cuna.org

26. D U Discover U • Designations • CCUE Designation • Certified Credit Union Executive • CFSP Designation • Certified Financial Services Professional • Specialty Certifications • Certified Financial Management Specialist • Certified Marketing Specialist • Certified Human Resource Specialist • Certified Compliance Specialist • Certified Lending Specialist • CUNA Management School Visit www.cuna.org for more information Training/Self-Study Certificate Programs Certified Executive Program (CEP)

27. D D U U Discover U Planting Seeds Today for Tomorrow's Leaders Discover your potential at… Discover U! Discover U

28. Planting Seeds Today for Tomorrow's Leaders Discover U was created as a resource for all employees to develop their professional skills and enhance their opportunities for advancement. Participation is voluntary. Explore the opportunities available to you and take ownership of your career development. Contact Karen Cuyler with any questions regarding Discover University and your career goals. D U Discover U