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A Great Leap Forward

A Great Leap Forward. Welcome!. 2015 attendance largest ever. Thank you! This is our new model May Inexpensive Easy and inexpensive airport access, Timing set up for you to be able to get home the night of the final day of the session. Hosted by a client or partner. Thank You!!.

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A Great Leap Forward

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  1. A Great Leap Forward

  2. Welcome! • 2015 attendance largest ever. Thank you! • This is our new model • May • Inexpensive • Easy and inexpensive airport access, • Timing set up for you to be able to get home the night of the final day of the session. • Hosted by a client or partner

  3. Thank You!! • LGE Community Credit Union • Wendy Jackson • Sara Hunkler • MemberShoppers • Constance Anderson • Marquis • Mike Bartoo

  4. Welcome Special Guests!! • SWBC Auto Pilot Division • Connie Shoemaker, VP of Operations • Catherine Jones, Trainer • Satori Consulting • Sandi Verrecchia, CEO • Prospective ServiStar Clients • 4Front CU, Jason Acosta, Member Experience Manager • Yolo FCU, Matt Lane, VP – Finance & Operations

  5. New Credit Unions Clients • Georgia Power • Atlanta Postal • Generations • US Eagle • Ashland • Advia

  6. First Timers, Welcome • If this is your first ServiStar Users Group Meeting • Introduce Yourself!

  7. Thank You!! • Alumni Emeriti • Karen Murray • Wendy Jackson • Tansley Stearns • Our two new AEs • Cheryl Duncan, Manager of Org. Dev. Advia CU • Jessica George, Sales Manager Mid Oregon CU

  8. If You Are NOT Receiving our emails about the Monthly Webinar/Podcast • Email tony@michaelneill.com • Let him know you are not receiving the email annoucements.

  9. Primary Purposes of the SUG • Networking and developing mentoring relationships • Learning what we have learned during the year • Ask questions, dig deeper, share what your credit union is doing • Learn from a non-credit union industry expert.

  10. What’s In Store? • Best Practices - Member Re-boarding • Best Practices – New Member Onboarding Awards

  11. What’s In Store? • Member Experience • How It Differs from Sales Culture • Key Research from Filene that can improve your Member Experience • Incentive Practium • Idea sharing • Questions • Working Together

  12. What’s In Store? • Roundtable Discussions • What do you want to know from the “old timers”? • What challenges are you facing? • What is holding you back from the great leap forward? • Incentive Practicum • Idea sharing • Questions • Working Together

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