CREDIT UNION INFORMATION

Credit Union name:

Please indicate your position:

CEO/Manager

Other

Please indicate your credit union's asset size:

Over $500 million

$500-$100 million

$99-50 million

$49-20 million

$19-5 million

EDUCATION TOPICS

Please identify which topics are important to credit union staff and volunteers. Please rate these topics using a scale of 1-5.  5 = strongly recommend and 1 = not recommend

Managers/Management Staff 

Topic                                            Rating

Asset/Liability Management            

Compliance/Regulatory Issues        

Internal/External Fraud Issues         

Human Resources Management      

Succession Planning                      

Supervisory Skills                           

Leadership Development                  

Other:

Front-line Staff

Topic                                            Rating

ACH Basics                                   

Basic Lending Skills                       

Check Fraud                                  

Cross-Selling                                 

IRA Processing/Administration        

Marketing                                      

Mortgage Lending                          

Projecting a Professional Image         

Robbery Awareness                       

Savings Bonds                              

Spanish for Front-line Staff              

Share Drafts/Checks                      

Telephone Etiquette                       

Teller Training                                

Trust Services                               

Other:

Volunteer Topics

Topic                                            Rating

Asset/Liability Management              

Director Liability                             

Duties and Responsibilities             

Investment Fundamentals               

Leadership Development                 

Recruiting New Volunteers              

Strategic Planning                          

Technology Strategies                    

Other:

Rate Other Topic Above                  

Which topics do you feel need more coverage on the CUANM Learning Center Calendar?
(check all that apply)

  In classroom         Webinar

  In classroom         Webinar

  In classroom         Webinar

  In classroom         Webinar

What is the best time of day to schedule a Webinar?

Are you interested in training sessions held during evening hours?

What day(s) of the week work best for classroom training?

Do you plan to attend our Annual Meeting and Convention in June of 2007?
Yes  No

If you answered NO - please provide reason you are unable to attend (i.e. budget, etc.)

Do you plan to attend our Special Issues Conference in September of 2007? Yes  No

If you answered NO - please provide reason you are unable to attend (i.e. budget, etc.)

Satisfaction Survey

Do you feel that you receive the necessary information on upcoming CUANM Learning Center events in a timely manner?  

Yes  No

If necessary, explain your answer

Is the online registration process easy to use?

Yes  No

If necessary, explain your answer

Does the CUANM Learning Center staff meet your expectations in providing a comfortable and conducive learning environment for education sessions?

Yes  No

If necessary, explain your answer

Are the prices for CUANM Learning Center programs affordable to you?

Yes  No

If necessary, explain your answer

Please rate your overall satisfaction level for the following areas using a scale of 1 to 5.

5 = very satisfied and 1 = unsatisfied

Marketing Brochures/Flyers                                     

Online registration process                                      

Confirmation of registrations                                     

On-site check-in/registration process                        

Responsiveness to Education & Training Questions   

Billing/Invoicing of programs                                     

How could the CUANM Learning Center programs be changed or improved to better serve your credit union’s education/training needs?