Who is training employees who are new to business and community development at your credit union?
Often, a new team member steps into the role after the person who could train them has already left. Last year, I created Onboarding for Impact to help credit unions who don’t have a clear training path for these critical positions.
Participants will leave with a practical framework to build partnerships, expand access to financial well-being, and drive membership growth. I absolutely love introducing people to the job I’ve built a career around and helping them see the impact they can make!
Email [email protected] with questions and to register.
ONBOARDING FOR IMPACT
WHAT IS IT?
A five-part virtual series designed for new business development and community development professionals ready to build employer and community partnerships, share the credit union story in meaningful ways, deliver measurable results, and grow their credit union with confidence
.
TIME COMMITMENT & FORMAT
- Five weekly virtual sessions
- 60 minutes live (8:30 AM PST)
- Up to one hour of applied exercises between sessions
- Peer collaboration and facilitated learning
- One individual 1:1 make-up session available if needed .
WHO SHOULD ATTEND
- New Business Development Professionals
- New Community Development Leaders
- Branch Leaders with external growth responsibilities
- Financial Well-Being Champions
- Emerging growth influencers across departments