|
In conjunction with the Texas Credit Union League, CU Business Group is pleased to present a complete program training on Business Deposits. Full of information on everything from deciding to offer business deposits to procedures at the new accounts desk, the convenience and quality of these sessions will be instrumental in your programs development.
Participants will view video stream of the speaker in conjunction with a PowerPoint presentation. With your purchase you will be given unlimited viewing access to the session along with presentation materials.
| Session 1 - Topics |
Session 2 - Topics |
- Why Even Consider This?
- Market Analysis
- The Business Product Package and Pricing
- Deposit Administration and System
Session Cost: $119 |
- Business Legal Entities
- The New Accounts Desk
- Teller Row Functions
- Package Products
Session Cost: $119 |
Combo Package |
Purchase both sessions together and take advantage of a great deal.
Package Price: $199 |
Meet the Trainers |
Larry Middleman, President/CEO |
 |
Larry is the founder of CU Business Group and brings 27 years of banking expertise to the credit union industry. He has been the President/CEO of CU Business Group for over five years and led the CUSO’s nationwide expansion. He has significant experience in both large national banks and community banks leading business banking and cash management practices. Larry has a CPA background and is a frequent speaker on business services throughout the credit union industry. |
Victoria King, Business Operations Officer |
 |
Victoria is the Operations Officer of CU Business Group and has 7 years experience in banking and credit union operations. This includes a solid background in mortgage lending and commercial bank branch operations. She has excellent experience in loan documentation, loan origination, and teller/new accounts operations. Victoria leads the Operations Department in support of business loan and deposit operations and is a leader in formulating and presenting CUBG’s education curriculum. |
|
