Building Members from Indirect Borrowers QuickBite


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One Hour QuickBite Teleconference

Building Members from Indirect Borrowers: Lessons Learned

August 19, 2009

10:00 a.m. to 11:00 a.m. CST

$99.00 per telephone line

Learn more about CUNA Mutual Group’s 2008 completed pilot on Indirect Borrowers and the valuable lessons learned about the ability to effectively deepen relationships with indirect borrowers. The Indirect Borrower Pilot was created to identify whether CUNA Mutual Group could help credit unions with a significant and long-standing challenge; converting new members acquired through the indirect lending channel into more profitable members. The pilot produced some very encouraging results and significant findings. Results exceeded many of the metrics we built into our pilot plan. Tune in and find out what we were able to prove!

Speaker: Pete Curry has been with CUNA Mutual since 2003 and is currently a Leaders Protection Sales Specialist. Before joining CMG, he was the Director of Lending at Affinity Plus FCU in St. Paul, Minnesota. Pete has been involved in consumer lending, specifically automobile and indirect lending since 1991. He holds an MBA from Stritch University and received is B.A. from Franklin & Marshall College.

What You Get For Your Investment:

1 hour training session via teleconference that provides a convenient way to train staff.
No travel expenses or time away from the office which means you save money in your training budget.

Get Connected: It’s as easy as 1 - 2 - 3!
It’s easy and very convenient for you to participate. Here’s how it works…

Fill out the information below and submit registration.
Prior to the teleconference, you will receive telephone dial-in procedures and PIN number along with handout materials.
On the day of the conference gather all the attendees for a mid-morning QuickBite by placing your telephone on speakerphone, distribute copies of the handout material, and enjoy this educational snack! Questions are welcomed and encouraged!

Cancellation/Payment Policy: Substitutions are always welcome. No-shows and cancellations received five days or less prior to the event will be invoiced for the full registration fee. Please do not send payment; your credit union will be billed. Password information and materials will be e-mailed 48 hours prior to the session.