Speakers Bureau

Executives at FORUM Solutions speak to many credit union groups throughout the year. Topics focus on lending and technology and can range in duration from 1 hour to full day planning sessions. Groups using FORUM Solutions speakers include CUES, CUNA, several state leagues, and individual credit unions engaging us for board or executive team planning sessions.

All sessions are customized for your particular group and contain current, relevant information (no stale PowerPoints!).

Sample topics include:

• Future Lending Trends
• Streamlining Processes in Lending
• Relationship Pricing
• Portfolio Management
• Cross-Selling & Incentive Structures

FORUM Credit Union executives are also available to facilitate planning sessions or deliver shorter presentations. These marketing and business development topics include:

• Making the Most of Your Community Charter
• SEG Strategies for Multi-SEG and Community Charter CUs
• Relationship Accounts or Behavior Based Reward Accounts
• Business Development, Branches and Marketing: Building Branch Success

Contact us to check availability!