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Webinars & Events

Learn. Connect. Grow.
Whether you're strengthening your sales culture, developing leaders or boosting service excellence, our webinars & events equip credit union leaders and teams with tools and strategies they need to succeed.
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Interactive Learning Designed for Credit Unions

Our webinars & events can be customized and delivered directly to your credit union, or you can join one of our nationwide events and interact with credit union professionals from all over the country. Regardless of format, your team is sure to get fresh insights, practical tools and inspiration without the hassle of travel or long-term commitments.
Credit Union-Focused Content
Every topic is tailored to the unique challenges and opportunities of credit unions, so your team gets strategies they can apply right away.
Interactive & Engaging
These aren't passive lectures. Our webinars and events invite discussion, Q&A, and real-world examples that bring learning to life.
Convenient & Accessible
Delivered live online, our events fit into busy schedules and budgets. Recordings are often available for flexible follow-up.
DEFINE
Behavioral Standards
 We partner with credit unions to clearly define behavioral standards that align with their values and purpose. These aren’t generic checklists, rather they’re mission-based behaviors that reflect the unique identity of each organization.
ALIGN
Culture Through Training & Onboarding
Behavioral standards become the foundation for aligning culture through hiring, training, coaching, recognition and performance – making culture a practical, everyday driver of results.
Develop
Leaders Who Reinforce Culture
Culture is sustained over time by developing empowered leaders that motivate and develop their teams.
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Testimonials

Had a major impact on me
I've been through a lot of different courses for leadership at several companies and the Marine Corps. I felt your course did an amazing job of presenting invaluable information in a way that was easy to follow and understand. It was also quite fun. You have actually had a major impact on me, but because of that it extended to the entire credit union. It's also resulting in better member service, which I believe will in turn help us grow our member base.
Matt P.
Fire Police City Credit Union
‍Branch Manager
ServiStar: Impactful Leadership
The ServiStar course was extremely powerful + I cant wait to continue implementing my learning so that I can be a more impactful leader for my team.
Anthony C.
Royal Credit Union
Branch Manager
Vertex: A Game-Changer for Team Development
I truly love the Vertex program and use it daily. The team building and coaching has made a difference in my entire team. We really embraced it and used it as a way to develop and engage employees.
Carlynne P.
Holy Rosary Credit Union
AVP of Financial Services
Featured Events
Featured Insights

Practice. Connect. Grow.

Our live online events are a chance to build real skills in a supportive space alongside credit union professionals from across the country. You’ll engage, apply, and leave ready to lead with confidence.
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Dec 10
Becoming a Sales Champion
Designed for employees in sales roles (non contact-center), learn our "win-win" sales techniques to deepen product and service penetration while also improving your members' financial well-being.
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Dec 17
Defusing Irate Members
Learn how to de-escalate tense situations, maintain control and turn negative interactions into positive outcomes.
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Dec 18
Credit Union PhD
Learn the history, philosophy and development of the credit union movement in this fun and interactive 90-minute workshop.
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Feb 10
Vertex Live Nationwide
Learn how to deploy skills that will improve management performance, employee engagement, member service and profitability.
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Feb 12
Emerging Leaders
Improve employee engagement, give new and emerging leaders confidence and have new managers performing from day one.
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Apr 14
Target Leadership
All problems are rooted in one of five key leadership areas: Communication, Relationships, Alignment, Execution and Capacity. Failure in any of these undermines both performance and resilience.
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Insights That Keep You Ahead

Our featured insights provide timely updates and expert perspectives to help credit union leaders navigate change, inspire teams, and stay aligned with what matters most.
Join us and let's grow together!
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Leadership
Leading Through Difficult Times
Optimism is a key attribute that all really great leaders have. And that's hard to do when times are tough.
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Leadership
Learning from Every Leader: My Leadership Journey
As you reflect on your own journey, think about your relationship with your leader. Ask yourself, what can I learn from this person? What parts of their leadership could make me better? And how can I stay open, coachable, and committed to growth?
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Leadership
Managing Former Peers: Balancing Trust, Truth and Transition
We've been helping new leaders for a long time, and we know that managing former peers is one of the hardest transitions in leadership.
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Improving Culture
3 Elements of a High-Performing Credit Union Culture
What's the difference between an effective credit union and a less-than-effective credit union?
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Leadership
Rethinking Performance Reviews: How Credit Unions Can Get Them Right
One thing HR professionals, employees, and managers can almost always agree on: performance reviews at their credit union could be better.
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Leadership
Culture is the Heartbeat of Your Credit Union: How to Strengthen It and See Results
Culture is the heartbeat of your organization. It shapes every conversation between employees, every interaction with members, and every decision your team makes.
Read More

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