Branch Manager Workshop | November 5-6, 2024

Tuesday November 5, 2024 – 9:30am to Wednesday, November 6, 2023 – 3:30pm
Hosted By: Jack Kelly

Leadership is essential to the advancement of your organization’s strategic goals and credibility as a trusted financial partner. LSCI’s Branch Manager Workshop* will provide valuable insight into effectively managing staff and creating a culture of excellence.  Develop the skills essential for successful branch management; register today!


*This is an online course, featuring live, interactive instruction from Jack Kelly.


$795 per person

Classroom Agenda: 
All class times are CST

Day 1
 9:30-10:00 Welcome and overview
10:00-12:00 Understanding the business. A dive into the financials
12:00-1:00 Lunch
1:00-4:00 Creating an Entrepreneurial environment in your Branch

Day 2
 9:30-11:30 Building and retaining your team to be the Best of the Best!
11:30-12:00 Breakout Session
12:00-1:00 Lunch
1:00-1:45 Training and employee development and retention
1:45-3:45 Building a successful and sustainable sales culture in your branch
3:45-4:00 Wrap up

Classroom Topics: 

• Defining the role of the Branch Manager
• Understanding the business of your credit union
• Effective interviewing skills to attract & retain employees
• Ongoing training initiatives designed to keep motivation at the highest level
• Understanding how credit works and the fundamentals of credit reports
• Creating long term profitability while contributing to the branches’ net income
• Fostering an entrepreneurial culture and why it is essential for growth
• Developing your knowledge for cross-selling products per household, while building lifetime relationships
• Maximizing incentive programs & rewarding employees
• Understanding what the lifetime relationship means for profitability and the bottom line
• Developing a true team whose focus is to be the “best of the best”

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