Carissa (Dunn)Bullock

Whether a business owner doesn't qualify with a traditional bank or needs additional funds beyond what a bank can offer, CEF could be the solution. Visit our website at https://lnkd.in/gCShWV7T #smallbiz #lendingwithimpact

12

🔍 Looking to strengthen your credit union's customer journey and test new ideas? Join our upcoming workshop! Our two-day workshop is designed for ambitious credit unions eager to enhance customer experiences and explore new opportunities. Individual attendees and teams are both encouraged to participate. In addition to the expert-led training days, attendees will also receive 1-to-1 guidance in the months following the workshops to support the refinement and implementation of their new initiatives. 📍 Location: Bristol 📅 Dates: 5-6 November 👉 Sign Up and More Information: https://bit.ly/3NvSD1n 🌍 These workshops are held regularly. If you’d like updates on future dates and locations, contact Emilie King at [email protected]. Learn more about what is covered in these sessions ⬇️ Day 1: Customer Journey 🗺️ Map your customer journey end to end view of how you attract, acquire, deliver value to and retain customers. Identify challenges and ideate innovation opportunities within the process. 📅 Date: Tuesday, 5th November | 09:00 – 14:00 Day 2: Innovation Experiments 💡 Take opportunities forward with a clear view of activity (framed as a time-boxed and tracked experiment) that can be run to de-risk innovation). 📅 Date: Wednesday, 6th November | 09:00 – 14:00 🤝 Optional Post-Workshop Support Participants can access up to two hours of 1-to-1 sessions with the trainer, with each session lasting one hour. These sessions will take place between weeks 1-4 and 2-4 months after the workshops. 🔹 Get tailored support to execute experiments within your organisation and derive valuable learnings. 🔹Later sessions will help review findings and identify subsequent actions to advance or course-correct initiatives, allowing businesses to receive feedback and refine implementation strategies. 👉 Sign Up and More Information: https://bit.ly/3NvSD1n #CustomerJourney #ProfessionalDevelopment #CustomerExperience #FinancialServices

9

3 Comments

Are you struggling to really serve your members needs with your credit union services? Does your team know how to have a discussion with your members to find out what those needs are? No? That's ok, lots of credit unions are lacking in these skills. But they are skills that can be learned and are necessary in serving your members and growing your credit unions reach. The Credit Union Sales Intensive Workshop has three objectives to help your credit union team: 1. Provide competent sales training built for your credit union. 2. Empowered employees with the sales mindset, processes and skills needed to sell. 3. Provide credit union leadership the expertise to coach and mentor their sales teams to peak performance. #CUBoostSales #ServeCUMembersBetter #salescu #creditunionsalesprogram #CreditUnionGrowth

1

Big Opportunity for #smallbiz Owners! Join us, along with the Nebraska Enterprise Fund and BMO, for our Small Business Workshop series! We'll be diving deep into the essentials of business planning, credit, financial statements, and so much more. 🗓️ Upcoming Session: How Businesses Use Credit 📅 Date: September 11th 🕓 Time: 4:30 - 5:30 p.m. 📍 Format: Hybrid Learn about the various credit options available to small business owners, including lines of credit, credit cards, term loans, and financing through the Small Business Administration. Don't miss out on this opportunity to strengthen your business foundation: https://bit.ly/4cX7ufE #startups #entrepreneurship #businessstrategy #businessfinancing #credit #businessgrowth #businesstips

5