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Converting Indirect Borrowers to Multi Relationship Members QuickBite
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Converting Indirect Borrowers to Multi Relationship Members QuickBite

6/4/2014

When: Wednesday, June 4
10:00-11:00 a.m.
Where: In Your Credit Union
  
Contact:
Kristina Kirchmer

Registration Information
Online registration is closed.
Details

Overview:
Indirect Borrower Conversion is a golden opportunity for credit unions. In this session, you will learn 3 things you can immediately start or stop doing to enhance your conversions.

Challenges

  • History
  • Missed opportunities & costs
  • Potential returns

What’s Been Tried

  • Welcome letters
  • Phone calls

Research

  • Studies
  • Peer surveys

Speaker: Keith Winn is an Innovator, Problem Solver and Author. As President of National CU Income Services and EVP of GreenProfit Solutions, Keith is no stranger to presenting on a wide variety of topics. He has been invited to speak about short and long-term profitability strategies for the Kentucky CU League, Minnesota and Virginia Societies of CPAs and even led web discussions for members of the Pennsylvania CU Association. Additionally, he has composed dozens of articles and multiple white papers, many of which are published in industry reads that have probably visited your desk. His latest white paper, Converting Indirect Borrowers to Multi-Relationship Members, has been read and utilized by hundreds of CU industry professionals. Keith’s research and insights into this, and, in fact, every challenge he has confronted over his thirty years of experience, resonates with that same commitment to helping others overcome challenges and achieve their goals.

Educational Investment:

Lending Council members receive a 10% discount.

Over $75 million  - $109 per telephone connection
$25-$75 million - $89 per telephone connection
Under $25 million -  $59 per telephone connection

Archive:
An audio archive is available at no additional charge and can be accessed for 60 days after the live session. Instructions on accessing the archive will be sent with your connecting instructions and confirmation.

Education Scholarships:

Scholarships are available for all KCUA education events. Scholarships pay 100% of registration fee for credit unions under $25M, 50% for credit unions between $25-$75M and 25% for credit unions over $75M.

APPLY TODAY!

 

 

 

Upon registration, you will receive an email confirmation that you can print for your records. Connecting instructions will be emailed to you approximately two days before the event.

Cancellation Policy:
Sorry, no cancellations are allowed after connecting instructions and handout materials have been sent to registrants. Substitutions are welcomed and encouraged.

 

 
 

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