Credit Union Business Solutions, LLC presents “Partnership for Success,” your chance to go one-on-one with industry expert Ron Schmidt to address the concerns facing your credit union in this uncertain financial climate.  This workshop enables the credit union CEO and Board Chair to participate in an extraordinary daylong session devoted to addressing the communication issues that impede organizational growth, and affect everything from day-to-day operations and employee satisfaction to member service and fiscal performance.
 
 

WHAT ARE THE MAIN ISSUES FACING YOUR CREDIT UNION IN THESE UNCERTAIN FINANCIAL TIMES?

If you’re like most credit union CEO’s, effectively communicating with your Board - specifically your Board Chair - is a crucial key to your organization’s bottom-line financial success.  In reviewing the relationship between management and board, can you answer these questions?

• Are my board members informed and educated in their roles and
engaged in the decision process?

• Does my board have clear guidelines of what they require from an effective CEO?

• Have my board and I identified the attributes of successful planning, and put those plans to use?

• How well do I communicate with my board chair?

• Have my board and I established a clearly defined strategy plan for the credit union’s future?

• What’s involved in the “active management” of my board?

• Can I pinpoint the challenges and roadblocks that inhibit clear communication with my board – and come up with potential resolutions?

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WHY THE “PARTNERSHIP FOR SUCCESS” WORKSHOP IS SO IMPORTANT

The Partnership for Success workshop focuses on streamlining communications between credit union CEOs and Board Chairs by:

• Identifying individual roles and responsibilities within the organization

• Outlining challenges and roadblocks that inhibit clear communications and impede progress

• Defining individual management styles to enhance working relationships and foster growth

In this one-day workshop you and your board chair will examine the essential elements of communication:

• You the Coach:  Becoming the ultimate communicator

• The 5 Success Points of top-notch credit unions

• Your Effectiveness as a Leader (as determined by how you treat others)

• Leadership Traits:  How CEO – Board Chair personalities affect the overall success of your Credit Union

Throughout the workshop, attendees will participate in exercises designed to develop a customized “CREDIT UNION PLAN OF ACTION” roadmap, outlining specific strategies and objectives to ensure the ongoing success of the organization.

Register Today!


WHO SHOULD ATTEND “PARTNERSHIP FOR SUCCESS?”

Credit Union CEOs seeking to improve the flow of information to strengthen relationships with their boards.

Credit Union Board Chairs looking for a better understanding of the day-to-day factors that drive success within the organization with which they’re entrusted.


ALL WORKSHOP REGISTRANTS RECEIVE A FREE “DISC” PERSONALITY PROFILE

All “Partnership for Success” workshop attendees have the opportunity to complete a web-based, no-cost “DISC” personality profile survey (an $800 value). Used as an integral part of the “Partnership for Success” workshop, DISC profiles are designed to improve communications and relationships while reducing internal conflicts within the organization. Results from individual DISC assessments will be discussed during the workshop.

Register Today!
 
 
 

WORKSHOP LOCATIONS AND DATES

Workshop ID City Date Location
0924-MA Boston Wednesday
09/24/08		 Courtyard by Marriott
Woburn/Boston North
700 Unicorn Park Dr.
Woburn, MA 01801
1002-OH Columbus Thursday
10/02/08		 Sheraton Suites Columbus
201 Hutchinson Ave.
Columbus, OH 43235
1007-IL Chicago Tuesday
10/07/08		 Country Inn & Suites
1837 Centre Point Cir.
Naperville, IL 60563
1028-PA Philadelphia Tuesday
10/28/08		 Hampton Inn Ctr City
1301 Race Street
Philadelphia, PA 19107
1112-MI East Lansing Wednesday
11/12/08		 East Lansing Marriott
300 MAC Avenue
East Lansing, MI 48823
1118-TX Houston Tuesday
11/18/08		 Hotel Indigo,
Houston at the Galleria
5160 Hidalgo Street, Houston, TX 77056
1120-TX Ft. Worth Thursday
11/20/08		 Stockyards Hotel
109 E. Exchange Ave.
Fort Worth, TX 79106


WORKSHOP COSTS

$995 per Credit Union
Covers registration, continental breakfast and sit-down lunch for both CEO and Board Chair, and includes two no-cost DISC personality profile assessments – an $800 value.

Make your check payable to: Credit Union Business Solutions, LLC
Receipt of your payment will secure your workshop registration.
 
 
 

REGISTRATION INFORMATION

“Partnership for Success” is designed as an interactive workshop enabling dialog between instructor and attendees while fostering ongoing discussion between CEO and Board Chair. To guarantee a close, intimate learning environment, SEATING IS LIMITED. Register early to secure a spot for your Credit Union at this highly informative and productive workshop.

Register by Phone
Contact Chris Cordiak at (440) 542-1536 ext. 27.

Register by Email
Send your contact information to workshop@cbscpasllc.com and a registration assistant will contact you.

Register Online
For fastest service, complete the online form located below.


WORKSHOP REGISTRATION FORM

To register for the “Partnership for Success” one-day workshop, please complete this form and click the “REGISTER” button below. You will receive immediate confirmation along with an invoice and payment information.

Questions?
Contact Chris Cordiak at Credit Union Business Solutions at
(440) 542-1536 ext. 27.
 
 
 
 


Ron Schmidt engages the readers of Credit Union Journal through his regular contributions to the publication's "Views & Opinion" column. 

Ron's perspective on effective management challenges participants of his "Partnership for Success" workshop to become better leaders within their organizations.

His contention that businesses fail because of the lack of effective communication lies at the very core of this daylong, interactive workshop.  The solution to communication issues, as demonstrated by Ron, centers on a fundamental belief that if we treat our members well -- and treat our employees as we expect them, in turn, to treat our members -- then we'll be successful in all phases of our credit union.

As President of Credit Union Business Solutions, LLC, and CBS Certified Public Accountants, Ron offers 30 years of industry insight, providing a wealth of experience for workshop participants to draw on. 

Click here to learn more about Credit Union Business Solutions, LLC.

See below for Ron's articles in CUJ.

  

Article Links

Teaching Your Employees About Member Service
Don Imus has become the poster child for how incivility affects the bottom line.

Learning Best Practices
Best practices only ensure success when leadership is held accountable.

Cutting Expenses:  Do More with Less
The tactic of doing more with less is a script right out of manufacturing playbooks.

The Benefits of an Engaged Employee
Focus on employee relations to drive member relationships.

When Credit Union Members Attack
Where do we take a stand when employees are subjected to abusive member behavior?
 
 

 

 
 


"Ron Schmidt has demonstrated in his columns in Credit Union Journal a keen ability to cut right to issues of effective credit union management. He has been particularly insightful in expressing a philosophy that a credit unions as a whole is only as effective as each individual staff member, which is why communication is so imperative to success.   I trust the 'Partnership for Success' workshop will only elaborate on this value."
- Frank J. Diekmann, Publisher
Credit Union Journal

“The Partnership for Success workshop helped us to address issues that normally wouldn’t have been addressed in a typical board meeting. I was able to have candid discussions with my board chair, which resulted in the establishment of clearly-defined strategies to take back to our organization. We now have a clear understanding of expectations and a better grasp of the communication issues that tend to slow us down. I’d highly recommend this workshop as it was definitely time well spent.”
- Mickey Wilson, CEO
Greater Warren Community FCU
Former Board Chair, CUES

“I liked the fact that we were away from the credit union with the board chair one-on-one. It carved out time for us that we probably wouldn’t have done otherwise.”
- Tina Stephens, CEO
Lake County Educational Federal Credit Union

“We don’t always allow ourselves the flexibility to work together one-on-one.” – Matt Logies, Board Member, Eaton Family Credit Union

“It was good to have completed the DISC assessment ahead of time so that we could have the report to use as a communications tool. Communication is very important between the CEO and board chair and the DISC report gave great insight on how to effectively communicate.”
- Linda Williams, CEO
Akron Firefighters Credit Union

“It is a good opportunity to interact with other credit unions and share ideas.”
-Jeff Rush, CEO
Firestone Federal Credit Union