2015 Personal Lenders Virtual Conference
From Debt Dilemma to Managing Wealth
For some members, a loan approval is easy – you know they are financially fit and their loan request is part of a
larger plan that includes regular savings and goals for the future. For others however, that is not the case.
As a lender, few are in a better position to assess a member’s financial fitness and partner with them in changing
their position from debt dilemma to managing wealth. In working with them, YOU become your member’s
“partner of choice” and your credit union is where they want to do their business – all of their business!
Conveying Confidence. Earning Trust.
Conference Sessions | 1:00 - 2:30 p.m. ET
May 20 | John Ferguson
Trust. It’s the foundation for any meaningful partnership. It starts with the confidence you have in yourself and how you
convey it: In how you present yourself (on the phone or in person); in your knowledge; in what you say and how you say
it; in what you do and how you do it.
In this session, you’ll see that simple things can mean a lot in building and maintaining trust with members on their
journey to managing wealth. It’s trust and a sense of partnership that will keep members coming back to you and your
credit union and, you know what? Many will pay more to do it. Register now.
The Professional You – The Partner of Choice
May 22 | Peter Bellworthy
Whether we are hiring a lawyer or an electrician, we want a competent professional, someone whose expertise exceeds our
own. That’s what members expect from you. If you don’t meet those expectations, they’ll find someone who does.
Being seen as a financial services professional starts with skillfully using “the tools of the trade”; being so conversant with
them that you can clearly and easily show members the value of changing old habits and making choices that empower
them to manage their finances more effectively. So, let’s help them move the needle on their financial fitness. In this
session, we talk about the tools of your trade which, with skillful use, will make you members’ partner of choice!
Register now.
Partnering Forward
May 25 | Nazim Manji and Jennifer Sparling
In this session, “real” members are seeking your help with a challenging financial situation. This is your opportunity to be a
proactive partner and demonstrate your value as a “partner of choice”. Your goal is to show them a path which, with their
commitment, can take them over the immediate hurdle and start moving them on a course to financial well-being.
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Where do you start?
What are the options?
How do you present them so the members fully participate in the solution and see some quick gains?
How do you monitor their progress? Keep things on track?
How do you extend the trustful relationship you have with these members to include others on the “financial fitness
team”?
Join us as we explore the answers to these questions and others. Register now.
2015 Personal Lenders Virtual Conference
From Debt Dilemma to Managing Wealth
Conference Sessions | 1:00 - 2:30 p.m. ET
Wealth Management: Ready or Not?
May 27 | Ejaz Nadeem and Richard Westberg
Ever wondered what wealth management really is? And at what point your member is ready for those services? The focus
of this session is to help you answer those questions and demystify wealth management services. We’ll explore questions
such as:
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What is a “qualified” referral? How do you extend the trusted partnership you’ve developed to include the financial
planner?
Who is that person? What is their approach? What will they discuss?
Can/should you remain involved as a partner or part of a team?
You’ll leave this session with some insights into “Ready or Not” and, perhaps, have a list of questions to ask your wealth
management team. Register now.
Bonus Coaching Session — geared towards those who manage personal lenders.
Special offer: For every 5th registration in the conference bundle, your credit union will receive
one free seat in the coaching session! A seat may also be purchased at regular cost.
Coaching Your Personal Lending Team for Success
May 28 | Kevin Tomkins and Janice Nistor
If one of your many hats is “coach” – be that for an individual employee or your entire personal lending team – then join
us in this coaches’ corner. Being a “coach” sounds so easy, but effective coaching takes time, commitment, and dedicated
effort. In this session, we’ll discuss:
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What coaching is and isn’t
Coaching principles and best practices
Ways to establish a coaching environment so that people are open to coaching and that it adds value to both you and
the employee
Aligning goals between the individual, your department, and your credit union
Overcoming coaching challenges
Further, you’ll leave the session with Coaching Fundamentals, a practical guide to include in your regular coaching routine.
Join us today for what could be a more effective tomorrow. Register now.
2015 Personal Lenders Virtual Conference
From Debt Dilemma to Managing Wealth
Pricing & Registration
Conference Bundle:
Purchase a single seat in 4 sessions. Does not include bonus coaching session.
(Non-transferable, single employee only)
• $299.00 per person for Corporate Members
• $358.80 per person for Pay As You Go clients
Register Now for the
Conference Bundle
Session Pass:
Purchase a single seat to any one session.
• $89.00 per person for Corporate Members
• $106.80 per person for Pay As You Go clients
Registration closes May 13th
You must be a CUSOURCE® learner to participate in the conference.
How to Register:
Use the ‘Register now’ links on the previous page, or follow these steps:
1. Log in to the Learning Gateway on the CUSOURCE homepage (www.cusource.ca).
2. Under the Search & Learn tab, type 2015 Personal Lenders Virtual Conference into the Keyword field.
3. Click the “Details” button.
4. Click “Register” to sign up. You will be asked to confirm your selection.
5. Click “Add to cart” and then “Proceed to checkout,” following the prompts to complete your registration.
Contact Us
bit.ly/CUSOURCE-LinkedIn
For more information or for registration
assistance, contact Client Solutions:
@CUSOURCELearn
[email protected]
1.888.367.1386
facebook.com/CUSOURCELearn
April 2015
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